VisionSpark · 1 week ago
Director of Operations
United States
Full-time
Remote
Lead/Staff, Director/Executive
$120K/yr - $150K/yr
5+ years expPantheon Investments is a private equity and alternative wealth strategy firm dedicated to helping entrepreneurs and accredited investors build generational wealth. The Director of Operations will lead day-to-day business operations, build scalable systems, and drive execution while fostering a high-performance culture within the organization.
Human Resources
Hiring Manager
Edward Davis
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
Qualification
Required
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)
Preferred
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
Benefits
Paid Time Off (PTO)
Medical
Dental
Vision
Monthly Wellness Stipend
Company
VisionSpark
Vision Saprk helps entrepreneurial companies ensure teh ''the right people are in the right seats''.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alec Broadfoot
CEO (Integrator Search for companies running on EOS®, Key Leader Search, Hiring, Recruiting)
John Vidosh
COO
Company data provided by crunchbase