Director of Operations

This is a rare opportunity to partner directly with the Founder/CEO of a growing insurance and wealth management firm to build the operational infrastructure that will support the company’s next phase of growth.

As the firm’s Integrator, you will lead operations, develop people, implement EOS, and translate vision into execution.

This is a true leadership role and is designed to evolve into a Chief Operating Officer position as the firm grows

About MTD Financial

MTD Financial is a woman-founded, purpose-driven small 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

Leadership & Strategy

• 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.

Benefits & Perks

• Paid Vacation (PTO) 80 Hours
• Paid Holidays (10)
• Paid Birthday Off
• 401 K Match 100% (for first 1% contribution) and 50% (for up to 6% contribution)
• Medical Benefit Reimbursement
• Company Paid Meals
• Retreat Events
• Summer Fridays (1/2-day June 1-September 1)

Office Address: 4190 Euclid Ave, Rolling Meadows, IL 60008