Head of Operations / Integrator [HT-991241]

VisionSpark•San Jose, CA

6d•$130,000 - $150,000•Remote

About The Position

SEEK FIRST HEAD OF OPERATIONS / INTEGRATOR Are you energized by fast decisions and enjoy building operations in a scrappy, virtual environment? Do you have the drive to put structure in place without stalling momentum? Can you see the big picture but also know when to slow down, take stock, and dive deeper? Here’s what it takes as a Head of Operations / Integrator to succeed with us: Inquisitive and proactive, with a “fire in the belly” that shows up in the way you lead, adapt, and solve problems Comfortable working in an evolving environment - creating order in a growing space while keeping momentum high Ready to handle high-caliber clientele, understanding the expectations of ultra-high-net-worth families and connecting authentically and with integrity Fully present in a virtual workspace, actively engaged through Slack, our virtual office, and all our tech tools, making remote feel as real as in-person Fast-paced, slightly extroverted, and at ease with setting the pace with different audiences - whether that’s pushing forward, slowing down, or pausing to recognize what’s been accomplished You're ready to partner with our Visionary, learning quickly and moving forward with purpose. Success here is about building a sustainable structure that scales quality, depth, and impact. With you in this role, our team is ready to grow, take on new challenges, and elevate our work to the next level.

Requirements

3-5+ years senior leadership managing a business, business unit, or equivalent with accountability for strategic planning and operational execution
Proven track record scaling a business of $5-10M in revenue
Experience in growing and developing leaders and teams
Client services experience, including leading client focused initiatives
Financial advisory service experience, such as broker dealer, RIA, or tax advisory
Must be able to work PST hours

Nice To Haves

Experience leading fully virtual teams
Experience working with or serving faith-based organizations and/or clientele
Integrator experience and/or familiarity with EOS (Entrepreneurial Operating System)
Knowledge of investment, tax planning, estate planning, or insurance services
Experience in a Registered Investment Advisor (RIA) or multi-family office setting, with a focus on managing high-net-worth client relationships
Local candidate based in or near San Jose, CA

Responsibilities

Establish and lead operations and strategy, taking full ownership of the business day-to-day to free up the Visionary to focus on growth and lead generation
Increase revenue and profitability through system refinement and team alignment for high performance
Lay groundwork for future hires, supporting long-term growth and scalability
Clarify and strengthen company identity by building out the VTO and embedding core values across operations
Track and analyze key performance metrics (e.g., referrals, service tasks, client response time, revenue) to guide strategic decision-making and drive accountability
Proactively identify and address operational challenges, using KPIs to support data-driven decision-making
Make strategic decisions on core areas such as team structure, hiring, services, fees, and tech, ensuring alignment with company goals and priorities
Maintain high standards and continually improve processes to uphold and increase client service excellence and satisfaction
Support the leadership team in refining and defining roles, removing obstacles, and fostering true ownership to drive maximum impact
Using EOS (Entrepreneurial Operating System), build trust and cohesion within the team through proactive, clear communication and virtual collaboration, fostering a high-engagement, growth-oriented environment
Align team members with their unique abilities, creating standards and routines to ensure accountability, feedback, and development
Support a culture of empowerment and investment, encouraging team ownership and commitment to the company’s mission
Oversee team development processes, including dashboards and metrics, to monitor team health, engagement, and progress
Exhibit strong proficiency with virtual communication tools (e.g., Slack, virtual office platform) to maintain connectivity and engagement in a fully remote environment
Optimize tech usage to ensure tools like CRM (Advyzon) and dashboards effectively support operational and growth needs
Identify and resolve tech stack gaps, leading enhancements and implementing solutions to streamline daily operations and scale efficiently
Oversee tech-driven projects, including CRM and dashboard improvements, to create streamlined workflows and provide accessible metrics for enhanced productivity