Seek First · 14 hours ago
Head of Operations / Integrator
United States
Full-time
Remote
Lead/Staff, Director/Executive
$130K/yr - $150K/yr
3+ years expSeek First Inc. is a faith-based, fee-only tax and financial planning firm serving a close-knit community of high-net-worth families. The Head of Operations / Integrator will establish and lead operations and strategy, ensuring high performance and alignment within the team while enhancing client service excellence.
ConsultingFinancial ServicesRetirementTax Preparation
Hiring Manager
Chloe Gaudet
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
Qualification
Required
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
Preferred
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
Benefits
Generous PTO
Educational stipend
401(k)
Company
Seek First
Seek First offers financial planning and investment management services to help clients secure their financial futures.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Scott Pearring
Founder and CEO
Company data provided by crunchbase