Director of Operations [HT-XXXXX]

VisionSpark•Sarasota, FL

2d•Remote

About The Position

Are you a disciplined, execution-focused leader who thrives on turning vision into reality? Do you love building systems, creating structure, and holding teams accountable without ego or bureaucracy? Are you energized by operating inside a mission-driven, entrepreneurial firm that values freedom, mastery, and impact? If you are a high-performing operator who enjoys creating clarity, driving execution, and scaling a business the right way, we want to talk to you! Our ideal Director of Operations is: A Process-Oriented Operator with High Follow-Through: You instinctively turn ideas into repeatable systems. You finish what you start, close loops, and ensure execution happens by action and not just discussion. A Humble, High-EQ Leader: You lead with empathy, respect, and integrity. You hold people accountable without intimidation and coach teams toward higher performance. A Self-Motivated, “Batteries Included” Professional: You don’t wait to be told what to do. You anticipate needs, identify gaps, and take ownership of outcomes. A Strategic Executor: You can zoom out to understand the big picture and zoom in to manage the details. You help leadership play offense by running a tight defense. A Builder of Scalable Systems: You love SOPs, workflows, dashboards, and automation. You’re relentless about making things faster, better, and more efficient. A Values-Driven Culture Fit: You care deeply about integrity, service, growth, and creating value. You are allergic to ego, politics, and unnecessary complexity. Our ideal Director of Operations is a grounded, confident leader who thrives in a fast-paced entrepreneurial environment and finds fulfillment in building something meaningful, scalable, and lasting. This leader is adaptable, highly focused, and accuracy-driven, with a strong client-first mindset and a natural ability to solve problems. They are empathetic, trustworthy, and coach-oriented in their leadership approach, operating as a true team player who is ambitious, persistent, and diligent in driving execution and accountability across the organization.

Requirements

5+ years leading operations in an entrepreneurial professional services or financial services business supporting high-net-worth
Proven ability scaling a company in the $2M–$10M revenue range, with hands-on ownership of systems, processes, and accountability
Experience leading and managing cross-functional teams of 10–50 people in a Director, VP, or equivalent senior operations leadership role
High proficiency with modern business tools including (Excel/Sheets, dashboards, CRM systems, project management platforms)

Nice To Haves

Background in financial services, private equity, investment management, or wealth-adjacent industries
Experience implementing automation or AI tools for operational efficiency
History of operating within professional services organizations, with exposure to recurring revenue or subscription-based business models
Familiarity with Entrepreneurial Operating System EOS® or similar business management framework
SaaS or software operations experience
4-year degree in Business, Finance, Operations, or related field

Responsibilities

Lead day-to-day business operations across the organization
Own and facilitate weekly operations and leadership meetings, quarterly planning, and annual planning sessions in alignment with EOS® principles, including scorecards, Rocks, and issue resolution
Translate company vision and strategy into executable plans with clear ownership
Build, document, refine, and enforce SOPs, workflows, and operational playbooks
Drive continuous improvement across all departments
Implement automation and AI-driven efficiencies to improve accuracy and speed
Lead and support cross-functional team members in a coaching-based leadership style
Establish clear roles, responsibilities, and KPIs
Foster a high-performance, values-first culture
Own company dashboards, scorecards, and performance metrics
Analyze data and translate insights into action
Support planning, forecasting, and operational decision-making
Ensure strong controls, reconciliation points, and oversight—especially around investor capital
Identify and mitigate operational and compliance risks
Strengthen internal accountability and reliability
Remove operational burden from the CEO
Anticipate needs and ensure follow-through
Allow leadership to remain focused on vision, partnerships, and growth
Support launch and scale of Pantheon’s Wealth OS / software platform
Assist with new products, services, and strategic initiatives