COO / Integrator [HT-1048977]

VisionSpark•Charlotte, NC

11d•$180,000 - $200,000•Hybrid

About The Position

SPAUGH DAMERON TENNY LLC is seeking a COO / Integrator who is a trusted business leader to preserve the firm's success and shape its next chapter of growth. This role serves as the operational counterpart to the firm's Visionary, focusing on strengthening culture, developing people, refining processes, and creating alignment to achieve ambitious long-term goals while upholding the company's defining culture. The ideal candidate possesses a do-the-right-thing mentality, is a strong communicator, strategic thinker, process-oriented, a self-starter, and demonstrates good judgment. The position is hybrid and based in Charlotte, NC, requiring candidates to reside within a 35-mile radius of headquarters.

Requirements

7+ years of progressive strategic operations leadership experience.
5+ years of people leadership experience.
Full P&L ownership for an organization generating at least $10M in annual revenue.
Professional services or similar relationship-driven industry experience.
Bachelor’s degree completion.
Reside within a 35-mile radius of headquarters.

Nice To Haves

Experience working in a small to mid-sized entrepreneurial organization.
Experience working within an EOS® organization.
Experience within the wealth management industry.
Familiarity with corporate benefits and compensation analysis.
Previous experience serving as the EOS® Integrator.
Mergers & Acquisitions experience.

Responsibilities

Collaborate with the firm’s Visionary to execute the company’s long-term vision and maintain organizational alignment.
Lead, manage, and hold the leadership team accountable while fostering transparency, collaboration, and ownership.
Reinforce the company’s Core Values and people-first culture while helping both evolve alongside the organization’s growth.
Coach and develop leaders to maximize performance and prepare the organization for future growth.
Build trusted relationships across the organization while communicating priorities with clarity and consistency.
Serve as the operational counterpart to the Visionary, removing day-to-day operational responsibilities so they can focus on strategic growth.
Develop a comprehensive understanding of business functions and interdependencies while identifying gaps, inefficiencies, and bottlenecks.
Implement scalable process improvements that strengthen execution, operational discipline, and organizational stability.
Improve delegation, accountability, and decision-making so work is owned at the appropriate level.
Improve profitability by increasing efficiency, reducing waste, and strengthening operational performance.
Increase accountability and transparency around budgeting, forecasting, and spending.
Develop KPIs and scorecards that measure organizational health and support informed decisions.
Provide operational insights that support long-term financial success.
Strategically collaborate with the Visionary and Partners to execute the firm’s long-term growth strategy, including its goal of reaching $2 billion in Assets Under Management.
Build scalable operational infrastructure that supports sustainable growth.
Lead the operational integration of acquired firms and books of business.
Identify opportunities that strengthen client relationships, expand market presence, and support future growth.
Develop and apply a thorough understanding of the employee benefits marketplace to support operational decisions and strategic initiatives.
Promote transparency and consistency around compensation analysis, workforce planning, and organizational effectiveness.
Stay current on industry trends, regulatory changes, and best practices to strengthen the firm’s long-term competitiveness.