Senior Director, Fulfillment Operations

About the Company

Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.

Position Summary

The Senior Director of Fulfillment Operations provides strategic leadership and enterprise-wide operational oversight for the Professional Services fulfillment organization, encompassing Entity Formation, Renewals, Non-Profit Advisory, and Land Trusts and Deeds. Reporting to the Senior Vice President of Operations, this leader translates business strategy into a scalable, high-performing service delivery model that advances client satisfaction, operational effectiveness, quality, and sustainable growth across U.S. and international teams. The position is accountable for developing leaders, establishing performance governance, driving cross-functional transformation, delivering measurable business outcomes, and contributing to commercial growth through service innovation and operational excellence.

Key Responsibilities

Strategic Leadership and Operational Strategy

• Own and execute the multi-year fulfillment operations strategy, translating enterprise priorities into integrated operating plans, measurable objectives, and clear leadership accountability across service lines.
• Advise the SVP of Operations and executive stakeholders on operating model design, organizational capacity, emerging risks, service delivery opportunities, and investments required to support business growth.
• Lead strategic planning, prioritization, and execution of initiatives that strengthen service consistency, responsiveness, and scalability across domestic and global operations.
• Partner closely with Product, Legal, Tax, and executive leadership teams to identify, develop, and operationalize new service offerings that support business growth, client demand, and market opportunities.
• Contribute to the design, enhancement, and ongoing optimization of service bundles, pricing structures, and fulfillment models to ensure alignment between operational capabilities, client value, and commercial objectives.
• Provide operational and market insights to support service innovation, profitability analysis, and go-to-market planning for new and existing offerings.

Transformation, Technology and Continuous Improvement

• Sponsor and lead cross-functional transformation initiatives to streamline workflows, standardize procedures, reduce rework, and scale service delivery without compromising professional standards.
• Partner with Technology, Analytics, and functional stakeholders to evaluate and implement automation, systems enhancements, and reporting capabilities, including effective utilization of Salesforce where applicable.
• Identify, evaluate, and implement emerging technologies, including AI-enabled solutions, to improve operational efficiency, service quality, workforce productivity, and scalability.
• Champion a culture of innovation through automation, artificial intelligence, workflow technologies, and data-driven decision making.
• Create a disciplined continuous improvement culture through process governance, data-driven prioritization, change management, and tracking of realized benefits.

Required Qualifications

• Bachelor's degree in Business Administration, Operations, Finance, or a related discipline required; Juris Doctor (JD) strongly preferred, CPA preferred, MBA preferred.
• Experience partnering with product, service line, or business leaders to develop new offerings, refine service delivery models, establish pricing strategies, and drive revenue growth.
• Demonstrated experience implementing technology-enabled improvements, including automation, artificial intelligence, workflow optimization tools, or digital transformation initiatives within a service-based organization.
• Demonstrated ability to lead technology adoption initiatives, including implementation of automation, AI, or digital transformation solutions that deliver measurable business outcomes.
   

Salary : $175,000 - $195,000