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.
RESPONSIBILITIES
Including, but not limited to…
Strategy and Operations
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 generationIncrease revenue and profitability through system refinement and team alignment for high performanceLay groundwork for future hires, supporting long-term growth and scalabilityClarify and strengthen company identity by building out the VTO and embedding core values across operationsTrack and analyze key performance metrics (e.g., referrals, service tasks, client response time, revenue) to guide strategic decision-making and drive accountabilityLeadership Accountability and Alignment
Proactively identify and address operational challenges, using KPIs to support data-driven decision-makingMake strategic decisions on core areas such as team structure, hiring, services, fees, and tech, ensuring alignment with company goals and prioritiesMaintain high standards and continually improve processes to uphold and increase client service excellence and satisfactionSupport the leadership team in refining and defining roles, removing obstacles, and fostering true ownership to drive maximum impactTeam Development and Culture
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 environmentAlign team members with their unique abilities, creating standards and routines to ensure accountability, feedback, and developmentSupport a culture of empowerment and investment, encouraging team ownership and commitment to the company’s missionOversee team development processes, including dashboards and metrics, to monitor team health, engagement, and progressTech and Systems Optimization
Exhibit strong proficiency with virtual communication tools (e.g., Slack, virtual office platform) to maintain connectivity and engagement in a fully remote environmentOptimize tech usage to ensure tools like CRM (Wealthbox) and dashboards effectively support operational and growth needsIdentify and resolve tech stack gaps, leading enhancements and implementing solutions to streamline daily operations and scale efficientlyOversee tech-driven projects, including CRM and dashboard improvements, to create streamlined workflows and provide accessible metrics for enhanced productivityThis is a fully remote role - Must be able to work PST hours
QUALIFICATIONS
Required
3-5 years senior leadership managing a business, business unit, or equivalent with accountability for strategic planning and operational executionProven track record scaling a business of $5-10M in revenueExperience in growing and developing leaders and teamsClient services experience, including leading client focused initiativesPreferred
5 years in a leadership role within financial servicesExperience leading fully virtual teamsExperience working with or serving faith-based organizations and / or clienteleIntegrator experience and / or familiarity with EOS (Entrepreneurial Operating System)Knowledge of investment, tax planning, estate planning, or insurance servicesDesired
Experience in a Registered Investment Advisor (RIA) or multi-family office setting, with a focus on managing high-net-worth client relationshipsLocal candidate based in or near San Jose, CATHE COMPANY – Seek First
Seek First Inc. is a faith-based, fee-only tax and financial planning firm serving a close-knit community of approximately 75 (and growing) high-net-worth families. We offer a full range of personalized financial services, including tax preparation, investment management, retirement planning, real estate analysis, insurance solutions, and estate planning. Our approach is deeply relational, grounded in trust and long-term commitment, ensuring that each family’s unique values and financial goals are met with care and dedication.
Core Values :
Honor Your Word : We fulfill all commitments (including micro commitments) without oversight, as we are accountable to ourselves. Integrity & Accountability. Ex. "I'll find out & get back to you today."Be Proactive : We provide proactive, personalized recommendations to each client. Ex. We actively listen then proactively solve what’s top of mind.Exceed Expectations : We delight clients at every interaction. Ex. Response time within 2 hours, experts at solving client issues.WHY WORK WITH US?
We work with 75 amazing families who trust us deeply and make the work worthwhileOur clients are grateful, kind, and the kind of people you want to do your best for every dayFaith-based, growth-minded, and transparent, our team is all about integrity and continuous improvementWe’re here to support each other, but we also challenge each other, keep it real, and grow togetherWe work hard but don’t believe in burning out - feedback is fast, we learn quick, and make things happen without the 20-hour daysYou’ll join a driven, communicative, high-accountability team that doesn’t do dramaWe’re fully remote and low travel, but we stay connected through virtual tools and keep in touch in real-time with Slack, etcYou’ll grow alongside other A-players in an EOS run company with a team focused on clarity, accountability, and structureOur purpose is simple : unlock abundance for our familiesSalary : $130,000 - $150,000
Benefits : PTO, educational stipend, 401(k)
If you’re driven to unlock abundance and make a meaningful impact on both our business and our clients’ lives, we want to hear from you - apply today!
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Salary : $130,000 - $150,000
