COO / Integrator [HT-1048977]

SPAUGH DAMERON TENNY LLC

COO / INTEGRATOR

Do you believe strong leadership starts with doing the right thing, even when it’s difficult? Are you energized by helping great people become even better while building the structure, accountability, and processes that enable organizations to thrive? Do you bring calm to complexity, communicate with clarity, and earn trust through sound judgment and follow-through? If you're passionate about serving others, leading with integrity, and helping great organizations reach their full potential, we would love to meet you.

Our ideal COO / Integrator is:

• A Do-the-Right-Thing Mentality - You make principled decisions, honor your commitments, and earn trust by doing what is right, even when it is difficult.
• A Strong Communicator - You create clarity through honest, transparent communication that keeps partners, leaders, employees, and clients aligned.
• A Strategic Thinker - You see beyond today’s challenges and connect people, processes, and priorities into strategies that support sustainable growth.
• Process Oriented - You refine systems, improve workflows, and instill operational discipline that helps people perform at their best.
• Self-Starter - You proactively identify opportunities, take ownership, and move important initiatives forward with confidence and purpose.
• Good Judgment - You consider multiple perspectives and make thoughtful decisions that benefit the organization and the people it serves.

We are not a company looking for someone to simply oversee operations. We are seeking a trusted business leader who will preserve what has made our firm successful while helping shape its next chapter of growth. As the operational counterpart to the firm’s Visionary, you will strengthen our culture, develop our people, refine our processes, and create the alignment needed to achieve ambitious long-term goals while upholding the culture that defines us.

RESPONSIBILITIES

Leadership & Organizational Development

• Collaborate with the firm’s Visionary to execute the company’s long-term vision and maintain organizational alignment.
• Lead, manage, and hold the leadership team accountable while fostering transparency, collaboration, and ownership.
• Reinforce the company’s Core Values and people-first culture while helping both evolve alongside the organization’s growth.
• Coach and develop leaders to maximize performance and prepare the organization for future growth.
• Build trusted relationships across the organization while communicating priorities with clarity and consistency.

Strategic Execution & Operational Excellence

• Serve as the operational counterpart to the Visionary, removing day-to-day operational responsibilities so they can focus on strategic growth.
• Develop a comprehensive understanding of business functions and interdependencies while identifying gaps, inefficiencies, and bottlenecks.
• Implement scalable process improvements that strengthen execution, operational discipline, and organizational stability.
• Improve delegation, accountability, and decision-making so work is owned at the appropriate level.

Financial Stewardship & Organizational Performance

• Improve profitability by increasing efficiency, reducing waste, and strengthening operational performance.
• Increase accountability and transparency around budgeting, forecasting, and spending.
• Develop KPIs and scorecards that measure organizational health and support informed decisions.
• Provide operational insights that support long-term financial success.

Growth Strategy & Business Development

• Strategically collaborate with the Visionary and Partners to execute the firm’s long-term growth strategy, including its goal of reaching $2 billion in Assets Under Management.
• Build scalable operational infrastructure that supports sustainable growth.
• Lead the operational integration of acquired firms and books of business.
• Identify opportunities that strengthen client relationships, expand market presence, and support future growth.

Industry Knowledge & Organizational Effectiveness

• Develop and apply a thorough understanding of the employee benefits marketplace to support operational decisions and strategic initiatives.
• Promote transparency and consistency around compensation analysis, workforce planning, and organizational effectiveness.
• Stay current on industry trends, regulatory changes, and best practices to strengthen the firm’s long-term competitiveness.

** This is a hybrid position based in Charlotte, NC. Candidates must reside within a 35-mile radius of headquarters. **

QUALIFICATIONS

Required

• 7+ years of progressive strategic operations leadership experience.
• 5+ years of people leadership experience.
• Full P&L ownership for an organization generating at least $10M in annual revenue.
• Professional services or similar relationship-driven industry experience.
• Bachelor’s degree completion.

Preferred

• Experience working in a small to mid-sized entrepreneurial organization.
• Experience working within an EOS® organization.
• Experience within the wealth management industry.
• Familiarity with corporate benefits and compensation analysis.

Desired

• Previous experience serving as the EOS® Integrator.
• Mergers & Acquisitions experience.

THE COMPANY – SPAUGH DAMERON TENNY LLC

Spaugh Dameron Tenny LLC, is a respected independent financial planning and wealth management firm that builds client relationships for generations. Headquartered in Charlotte, North Carolina, we have earned a reputation for putting people first (our clients, employees, and community). As a privately owned firm with a strong history of sustainable growth, we are committed to preserving the culture and values that made us successful while intentionally shaping an even brighter future.

WHY WORK WITH US

• Join a collaborative, supportive culture where relationships matter and people are respected, valued, and encouraged to thrive.
• Help lead a respected organization with a proven history of growth and long-standing client relationships built on trust and exceptional service.
• Partner with accessible, servant-minded leaders who welcome new ideas and are committed to developing the business and its people.
• Help shape the next chapter of an intentionally independent firm where long-term decisions prioritize clients, employees, culture, and sustainable growth, not outside investors.
• Lead within an EOS®-powered organization committed to accountability, transparency, continuous improvement, and sustainable growth.
• Enjoy a culture where meaningful work, strong performance, and a fulfilling life can coexist.

OUR CORE VALUES

We do the right thing

• We commit to placing our clients' interests above our own and providing honest, forthright, and transparent guidance.
• No amount of money is worth betraying a trust.
• We do the right things when no one is watching. And we do the right thing when everyone's watching.

We do what we say

• We don't blame.
• We don't make excuses.
• We take responsibility.
• We finish what we start.
• We fully deliver. On time.

We are tenacious

• We find a way.
• We don't give up.
• We follow through.

We are all in

• We are willing to do whatever it takes.
• We are committed to our team, clients, and the work that we do.
• We are enthusiastic, passionate, and collaborative.
• We believe we make a profound difference.

We expect growth

• We have an abundance mentality.
• We are curious and expect to learn new things.
• We expect to get better every day.
• We expect to be the best.
• We expect change.

SALARY: $180K–$200K base salary, 15 - 20% bonus potential based on individual and company performance.

BENEFITS: 401(k), medical, dental, and vision insurance; basic and supplemental life and AD&D insurance; disability coverage; FSA and HSA options; voluntary benefit plans; health advocacy and commuter benefits; and an Employee Assistance Program (EAP).

“If you’re ready to help lead a growing firm where exceptional culture, meaningful relationships, strong work ethic, and innovative thinking define how business gets done, then apply now.”

— Bryce Miller, Partner