Senwell Senior Investment Advisors · 3 weeks ago
Director of Operations and Execution
Toledo, Ohio Metropolitan Area
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $182K/yr
8+ years expSenwell Senior Investment Advisors is one of the nation’s most experienced M&A firms in the senior housing and care sector. The Director of Operations and Execution ensures the smooth and efficient running of the entire operation, aligning the team with core values and managing internal infrastructure to eliminate chaos and create scale.
AdviceFinancial ServicesProfessional Services
Responsibilities
Track and report on all deals across every stage of the pipeline
Maintain dashboards showing volume, closing ratios, cycle times, and KPIs
Analyze lost deals and identify root causes to improve future close rates
Hold Investment Sales Directors accountable for timely follow-up and deal pursuit, ensuring every qualified opportunity is actively advanced and tracked
Provide weekly summary reports to the Managing Partners with status, risks, and performance metrics
Lead, motivate, and coach Associates and Investment Sales Directors to ensure all deliverables are accurate and on time
Run weekly internal check-ins focused on progress, issues, and next steps; drive decisions and remove blockers
Establish, measure, and maintain firmwide KPI compliance across deals, projects, and team performance, ensuring every metric is visible, accurate, and consistently reviewed
Deliver weekly producer activity scorecards shared firm-wide that show targeted touches, qualified conversations, valuations started, advisory services agreements sent and executed, and response times
Conduct quarterly reviews using measurable results tied to KPIs and goals; deliver clear feedback and growth plans
Bring and implement a proven operating system that has been successfully used to run teams and workflows at scale; adapt it to Senwell’s business and continuously simplify systems, tools, and processes so they are intuitive, easy to follow, and consistently executed
Own company dashboards, reporting, and KPIs; ensure metrics are meaningful, definitions are clear, low-value reporting is eliminated, and CRM/data pipelines support accurate, real-time visibility into the business
Establish and enforce clear standards for where and how all internal, client-facing, and deal-specific data and files are stored
Ensure CRM and deal data accuracy reflects true, real-time deal status and activity
Create, maintain, and continuously improve Standard Operating Procedures (SOPs) that drive consistency, accountability, and scalability
Regularly audit systems, tools, and software to eliminate redundancy and streamline the tech stack
Lead major internal projects (e.g., website rebuild, client portal, SEO rollout, CRM or automation improvements)
Own ad hoc projects end-to-end: scoping, resourcing, timelines, success criteria
Maintain an ad hoc project tracker and provide regular status updates to leadership
Manage contractors and vendors; ensure deliverables meet quality, budget, and schedule
Provide leadership with progress updates, risk summaries, and requests for decisions
Weekly firm update and producer scorecards shared company-wide, live-deal checklist audit, and late-item escalations
Monthly KPI review covering activity, advisory services agreement pipeline, revenue, close-rate visibility, risks, and mitigations
Quarterly planning and dashboard roadmap review showing what changed, what is next, and success criteria
Qualification
Required
8-15 years of experience in M&A operations, management consulting, or professional services operations
Background in investment banking, private equity, or healthcare advisory strongly preferred
Demonstrated experience bringing, implementing, and running a proven operating system (e.g., EOS, Scaling Up, or equivalent) that has successfully driven execution, accountability, and scale within an organization
Proven track record of leading cross-functional projects and building systems that scale
Proven project management experience, including leading complex, multi-step initiatives from concept to completion
Demonstrated people leadership that motivates teams, coaches individuals, and holds senior contributors accountable while working effectively with 1099 producers
Proven track record building dashboards that change behavior, implementing CRM and SOP discipline, and running cross-functional projects from idea to adoption
Excellent communication and stakeholder management; highly organized and process-driven; comfortable setting and enforcing standards
Benefits
Health insurance
Retirement plan eligibility
Company
Senwell Senior Investment Advisors
Senwell Senior Investment Advisors is a mergers and acquisitions advisory firm specializing in the senior care and housing industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ben Bohland
Managing Partner
Brandon Bohland, MBA
Managing Partner
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