MTD Financial, Inc.
This range is provided by MTD Financial, Inc. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.
Base pay range $90,000.00/yr - $130,000.00/yr
Direct message the job poster from MTD Financial, Inc.
Director of Operations (EOS Integrator / COO-Track) About MTD Financial MTD Financial is a
woman-founded, purpose-driven financial advisory firm
helping clients design their ideal retirement with confidence and clarity. We are a close-knit, growth-minded team that blends professionalism with heart – and we’re building the systems, culture, and infrastructure to support our next level of expansion.
As we scale, we’re seeking an experienced and entrepreneurial
Director of Operations (Integrator)
to turn vision into reality – driving operational excellence, empowering people, and ensuring the firm delivers on its promise of client success.
The Opportunity This is a high-impact leadership role for someone who loves
translating strategy into execution . As our Integrator, you’ll be the central bridge between the CEO (Visionary) and the rest of the organization. You’ll own the firm’s internal operations – ensuring every process, project, and person is aligned with our goals, values, and growth plan.
MTD Financial is actively implementing the
Entrepreneurial Operating System (EOS)
framework. You’ll help bring it to life – facilitating leadership rhythms, ensuring accountability, and turning big ideas into tangible results.
Key Responsibilities
Partner with the CEO to translate long-term vision into actionable strategies, quarterly priorities (“rocks”), and measurable goals.
Lead, coach, and hold accountable department leads in Service, Processing, Scheduling & Events, and Client Experience.
Facilitate weekly leadership meetings, drive scorecard reviews, and maintain firm-wide alignment.
Operations & Systems
Oversee cross-departmental workflows and handoffs to ensure a seamless, high-touch client experience.
Manage and optimize operational systems (CRM, project management, productivity tools, dashboards).
Own data integrity, performance metrics, and reporting across the firm.
Develop, implement, and continually improve Standard Operating Procedures (SOPs).
People & Culture
Support HR functions including onboarding, training, and professional development.
Champion company culture and team engagement consistent with our core values.
Collaborate with Marketing, Finance, and Strategy teams to ensure initiatives align with business metrics and brand standards.
Accountability & Results
Drive execution discipline through consistent communication, scorecards, and project reviews.
Provide weekly performance updates and quarterly business reviews to senior leadership.
Qualifications
Proven leadership in operations, business management, or a similar integrator-type role within a growing organization.
Experience with or strong interest in the
EOS/Traction framework .
Bachelor’s degree in business, finance, or related field.
Skilled in project management, CRM and workflow systems, and Microsoft Office Suite.
Strong data-driven mindset with experience implementing KPIs and operational dashboards.
Excellent communication, leadership, and problem-solving abilities.
Background in financial services, wealth management, or professional services preferred.
What You’ll Love About MTD Financial
A
values-driven culture
that blends professional excellence with genuine care.
A seat at the leadership table with opportunity to
shape the firm’s future .
Competitive pay, profit-sharing, and performance bonuses.
Professional development and EOS/leadership training.
Annual leadership retreats for celebration, strategy, and growth.
Onsite gym and collaborative workspace.
Kolbe Assessment & Certified Debrief for professional insight and team alignment.
Paid Vacation (PTO) 80 Hours
Paid Holidays (10)
Paid Birthday Off
401 K Match 100% (for first 1% contribution) and 50% (up to 6%)
Medical Benefit Reimbursement
Company Paid Meals
Retreat Events
Seniority level
Director
Employment type
Full-time
Job function
Administrative
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Base pay range $90,000.00/yr - $130,000.00/yr
Direct message the job poster from MTD Financial, Inc.
Director of Operations (EOS Integrator / COO-Track) About MTD Financial MTD Financial is a
woman-founded, purpose-driven financial advisory firm
helping clients design their ideal retirement with confidence and clarity. We are a close-knit, growth-minded team that blends professionalism with heart – and we’re building the systems, culture, and infrastructure to support our next level of expansion.
As we scale, we’re seeking an experienced and entrepreneurial
Director of Operations (Integrator)
to turn vision into reality – driving operational excellence, empowering people, and ensuring the firm delivers on its promise of client success.
The Opportunity This is a high-impact leadership role for someone who loves
translating strategy into execution . As our Integrator, you’ll be the central bridge between the CEO (Visionary) and the rest of the organization. You’ll own the firm’s internal operations – ensuring every process, project, and person is aligned with our goals, values, and growth plan.
MTD Financial is actively implementing the
Entrepreneurial Operating System (EOS)
framework. You’ll help bring it to life – facilitating leadership rhythms, ensuring accountability, and turning big ideas into tangible results.
Key Responsibilities
Partner with the CEO to translate long-term vision into actionable strategies, quarterly priorities (“rocks”), and measurable goals.
Lead, coach, and hold accountable department leads in Service, Processing, Scheduling & Events, and Client Experience.
Facilitate weekly leadership meetings, drive scorecard reviews, and maintain firm-wide alignment.
Operations & Systems
Oversee cross-departmental workflows and handoffs to ensure a seamless, high-touch client experience.
Manage and optimize operational systems (CRM, project management, productivity tools, dashboards).
Own data integrity, performance metrics, and reporting across the firm.
Develop, implement, and continually improve Standard Operating Procedures (SOPs).
People & Culture
Support HR functions including onboarding, training, and professional development.
Champion company culture and team engagement consistent with our core values.
Collaborate with Marketing, Finance, and Strategy teams to ensure initiatives align with business metrics and brand standards.
Accountability & Results
Drive execution discipline through consistent communication, scorecards, and project reviews.
Provide weekly performance updates and quarterly business reviews to senior leadership.
Qualifications
Proven leadership in operations, business management, or a similar integrator-type role within a growing organization.
Experience with or strong interest in the
EOS/Traction framework .
Bachelor’s degree in business, finance, or related field.
Skilled in project management, CRM and workflow systems, and Microsoft Office Suite.
Strong data-driven mindset with experience implementing KPIs and operational dashboards.
Excellent communication, leadership, and problem-solving abilities.
Background in financial services, wealth management, or professional services preferred.
What You’ll Love About MTD Financial
A
values-driven culture
that blends professional excellence with genuine care.
A seat at the leadership table with opportunity to
shape the firm’s future .
Competitive pay, profit-sharing, and performance bonuses.
Professional development and EOS/leadership training.
Annual leadership retreats for celebration, strategy, and growth.
Onsite gym and collaborative workspace.
Kolbe Assessment & Certified Debrief for professional insight and team alignment.
Paid Vacation (PTO) 80 Hours
Paid Holidays (10)
Paid Birthday Off
401 K Match 100% (for first 1% contribution) and 50% (up to 6%)
Medical Benefit Reimbursement
Company Paid Meals
Retreat Events
Seniority level
Director
Employment type
Full-time
Job function
Administrative
#J-18808-Ljbffr