Director of Operations

PANTHEON INVESTMENTS

DIRECTOR OF OPERATIONS

THE PERSON

Are you a disciplined, execution-focused leader who thrives on turning vision into reality? Do you love building systems, creating structure, and holding teams accountable without ego or bureaucracy? Are you energized by operating inside a mission-driven, entrepreneurial firm that values freedom, mastery, and impact? If you are a high-performing operator who enjoys creating clarity, driving execution, and scaling a business the right way, we want to talk to you!

Our ideal Director of Operations is:

• A Process-Oriented Operator with High Follow-Through: You instinctively turn ideas into

repeatable systems. You finish what you start, close loops, and ensure execution happens by action and not just discussion.

• A Humble, High-EQ Leader: You lead with empathy, respect, and integrity. You hold people

accountable without intimidation and coach teams toward higher performance.

• A Self-Motivated, “Batteries Included” Professional: You don’t wait to be told what to do. You

anticipate needs, identify gaps, and take ownership of outcomes.

• A Strategic Executor: You can zoom out to understand the big picture and zoom in to manage the details. You help leadership play offense by running a tight defense.

• A Builder of Scalable Systems: You love SOPs, workflows, dashboards, and automation. You’re

relentless about making things faster, better, and more efficient.

• A Values-Driven Culture Fit: You care deeply about integrity, service, growth, and creating

value. You are allergic to ego, politics, and unnecessary complexity.

Our ideal Director of Operations is a grounded, confident leader who thrives in a fast-paced entrepreneurial environment and finds fulfillment in building something meaningful, scalable, and lasting. This leader is adaptable, highly focused, and accuracy-driven, with a strong client-first mindset and a natural ability to solve problems. They are empathetic, trustworthy, and coach-oriented in their leadership approach, operating as a true team player who is ambitious, persistent, and diligent in driving execution and accountability across the organization.

RESPONSIBILITIES

The responsibilities of the Director of Operations role include, but are not limited to:

Operational Leadership & Execution

• Lead day-to-day business operations across the organization
• Own and facilitate weekly operations and leadership meetings, quarterly planning, and annual planning sessions in alignment with EOS® principles, including scorecards, Rocks, and issue resolution
• Translate company vision and strategy into executable plans with clear ownership

Systems, Processes & Scale

• Build, document, refine, and enforce SOPs, workflows, and operational playbooks
• Drive continuous improvement across all departments
• Implement automation and AI-driven efficiencies to improve accuracy and speed

Team Leadership & Accountability

• Lead and support cross-functional team members in a coaching-based leadership style
• Establish clear roles, responsibilities, and KPIs
• Foster a high-performance, values-first culture

Metrics, KPIs & Oversight

• Own company dashboards, scorecards, and performance metrics
• Analyze data and translate insights into action
• Support planning, forecasting, and operational decision-making

Risk Management & Operational Defense

• Ensure strong controls, reconciliation points, and oversight—especially around investor capital
• Identify and mitigate operational and compliance risks
• Strengthen internal accountability and reliability

CEO Enablement

• Remove operational burden from the CEO
• Anticipate needs and ensure follow-through
• Allow leadership to remain focused on vision, partnerships, and growth

Strategic Initiatives

• Support launch and scale of Pantheon’s Wealth OS / software platform
• Assist with new products, services, and strategic initiatives

** This is a full-time, remote position based out of Sarasota, FL . **

QUALIFICATIONS

Required

• 5 years leading operations in an entrepreneurial professional services or financial services business supporting high-net-worth
• Proven ability scaling a company in the $2M–$10M revenue range, with hands-on ownership of systems, processes, and accountability
• Experience leading and managing cross-functional teams of 10–50 people in a Director, VP, or equivalent senior operations leadership role
• High proficiency with modern business tools including (Excel/Sheets, dashboards, CRM systems, project management platforms)

Preferred

• Background in financial services, private equity, investment management, or wealth-adjacent industries
• Experience implementing automation or AI tools for operational efficiency
• History of operating within professional services organizations, with exposure to recurring revenue or subscription-based business models

Desired

• Familiarity with Entrepreneurial Operating System EOS® or similar business management framework
• SaaS or software operations experience
• 4-year degree in Business, Finance, Operations, or related field

THE COMPANY – PANTHEON INVESTMENTS

Pantheon Investments is a private equity and alternative wealth strategy firm dedicated to helping entrepreneurs and accredited investors build generational wealth and true financial freedom. With exposure to $2.6B in assets across real estate, energy, private credit, and digital assets, Pantheon operates as a category-of-one firm—combining education, access, and alignment to deliver holistic wealth solutions beyond Wall Street. Pantheon serves high-net-worth clients through alternative investments, a Virtual Family Office model, mastermind communities, and its proprietary Wealth OS software platform.

WHY WORK WITH US?

• Mission-Driven Impact: Help entrepreneurs achieve freedom in money, time, purpose, and relationships
• Entrepreneurial & Autonomous: Remote work environment with no micromanagement; outcomes matter more than hours
• High-Performance Culture: Values-first, growth-minded, and execution-driven
• Category-of-One Firm: Contrarian, innovative, and respected in the industry
• Exceptional Leadership: Work directly with a focused, empowering CEO
• Long-Term Opportunity: Help scale a firm poised for significant growth and enterprise value
• Performance-based incentives: Compensation is tied to execution, results, and the value you help create as the business scales.
• Team events and retreats: Opportunities to connect, strengthen relationships, deepen alignment, and reinforce our values-first, high-performance culture.

Core Values:

Gratitude: We appreciate the opportunities we’ve been given.

Respect & Serving Others First: Clients, partners, and teammates come first.

Pursuit of Mastery & Growth Mindset: Continuous learning and improvement.

Integrity & Honesty: Transparency and ethical leadership in all decisions.

Lead With Value: We educate, solve problems, and create meaningful impact.

Salary: 120k - 150k base salary, with total compensation potential up to $200K, based on performance and results.

Benefits: Paid Time Off (PTO), Medical, Dental, Vision, Monthly Wellness Stipend

This is not just a job; it’s a leadership opportunity to help build something extraordinary.

Are you ready to make an impact and help shape the future of holistic wealth?

We’d love to hear from you!