Director of Operations and Execution

Director of Operations and ExecutionLocation: Toledo, OH
Reports To: Managing Partners
Direct Reports: Associates and Investment Sales Directors
Industry: Senior Housing and Care M&A Advisory

About Senwell

Senwell Senior Investment Advisors is one of the nation’s most experienced M&A firms in the senior housing and care sector. We specialize in portfolio and facility sales and bed license transactions across the country. The company is profitable, growing, and focused on becoming a scalable national platform that operates efficiently without requiring the founders detailed involvement in day-to-day operations.

Position Overview

The Director of Operations and Execution ensures the entire Senwell operation runs smoothly, efficiently, and on time. This person is a motivator and culture driver, aligning the team with Senwell’s core values, creating a fun and competitive environment, and ensuring every team member executes at a high level. The Director owns the systems, processes, and accountability structure that keep all deals, projects, and people moving forward.

The Director ensures that every deal follows the established checklist process, every project hits its deadlines, and every team member delivers on expectations. This role also manages internal infrastructure such as CRM systems, data organization, reporting dashboards, and marketing and technology initiatives to eliminate chaos, enforce accountability, and create scale. A critical part of this position is owning ad hoc projects. Many of these projects will be defined in real time as needs arise across the firm. The Director is expected to scope them, resource them, drive them to completion, and report progress and outcomes to leadership. The Director will build the infrastructure, rhythm, and culture required for Senwell to operate as a performance-driven, metrics-based organization.

Leadership & Culture

· Create clarity: Translate leadership goals into weekly operating plans with clear owners, dates, and Key Performance Indicators (KPIs).

· Rally and motivate: Create a fun, competitive, and collaborative environment that keeps energy high and momentum steady. Celebrate wins, reinforce Senwell’s core values, and drive accountability through friendly competition and recognition.

· Coach and develop: Run consistent 1:1s and feedback loops; upskill Associates; help Investment Sales Directors become stronger project leaders.

· Hold high standards: Process checklists, and data hygiene with fairness and firmness.

· Unblock execution: Proactively surface issues, solve cross-team bottlenecks, and bring crisp, option-based recommendations to the Managing Partners.

· Work effectively with 1099 producers by providing visibility, coaching, and choices while respecting their control over production.

Core Responsibilities

1. Deal Process Oversight

· Track and report on all deals across every stage of the pipeline.

· Maintain dashboards showing volume, closing ratios, cycle times, and KPIs.

· Analyze lost deals and identify root causes to improve future close rates.

· Hold Investment Sales Directors accountable for timely follow-up and deal pursuit, ensuring every qualified opportunity is actively advanced and tracked.

· Provide weekly summary reports to the Managing Partners with status, risks, and performance metrics.

2. Team Management & Accountability (strengthened leadership language)

· Lead, motivate, and coach Associates and Investment Sales Directors to ensure all deliverables are accurate and on time.

· Run weekly internal check-ins focused on progress, issues, and next steps; drive decisions and remove blockers.

· Establish, measure, and maintain firmwide KPI compliance across deals, projects, and team performance, ensuring every metric is visible, accurate, and consistently reviewed.

· Deliver weekly producer activity scorecards shared firm-wide that show targeted touches, qualified conversations, valuations started, advisory services agreements sent and executed, and response times.

· Conduct quarterly reviews using measurable results tied to KPIs and goals; deliver clear feedback and growth plans.

3. Systems & Process Management

· Continuously simplify all systems, tools, and processes to make them intuitive, easy to understand, and effortless to follow for every team member.

· Build, maintain, and improve company dashboards and reporting; add useful views, retire low-value metrics, keep definitions clear, and ensure CRM and data pipelines support accurate, timely reporting.

· Standardize and document where all files and data live; enforce compliance.

· Define clear rules for saving internal, client-facing, and deal-specific materials.

· Oversee CRM data accuracy so it reflects real-time deal status.

· Own Standard Operating Procedure (SOP) improvements and documentation.

· Audit tools and software quarterly to reduce overlap and streamline usage.

4. Strategic Projects & Ad Hoc Initiatives

· Lead major internal projects (e.g., website rebuild, client portal, SEO rollout, CRM or automation improvements).

· Own ad hoc projects end-to-end: scoping, resourcing, timelines, success criteria.

· Maintain an ad hoc project tracker and provide regular status updates to leadership.

· Manage contractors and vendors; ensure deliverables meet quality, budget, and schedule.

· Provide leadership with progress updates, risk summaries, and requests for decisions.

5. Reporting & Leadership Rhythm

· Weekly firm update and producer scorecards shared company-wide, live-deal checklist audit, and late-item escalations.

· Monthly KPI review covering activity, advisory services agreement pipeline, revenue, close-rate visibility, risks, and mitigations.

· Quarterly planning and dashboard roadmap review showing what changed, what is next, and success criteria.

Key Outcomes

• Deals progress on time with full visibility and fast escalation when anything slips.
• Associates and Investment Sales Directors operate with clear expectations and measurable activity; origination visibility improves as advisory services agreements sent and executed trend up from baseline.
• Dashboards become the way the firm is managed so leaders rely on reporting rather than chase-downs.
• Standard operating procedures, CRM hygiene, and file standards are consistently followed.
• Strategic and ad hoc initiatives launch on schedule and are adopted quickly.
• The Managing Partners are freed from day-to-day operational follow-up and can focus on growth and strategy.
• New roles and capabilities are identified and proposed each quarter with clear business cases.

Experience and Qualifications

· 8-15 years of experience in M&A operations, management consulting, or professional services operations.

· Background in investment banking, private equity, or healthcare advisory strongly preferred.

· Proven track record of leading cross-functional projects and building systems that scale.

· Proven project management experience, including leading complex, multi-step initiatives from concept to completion.

· Demonstrated people leadership that motivates teams, coaches individuals, and holds senior contributors accountable while working effectively with 1099 producers.

· Proven track record building dashboards that change behavior, implementing CRM and SOP discipline, and running cross-functional projects from idea to adoption.

· Excellent communication and stakeholder management; highly organized and process-driven; comfortable setting and enforcing standards.

Compensation and Benefits

· Base Salary: $100,000 - $120,000 depending on experience and capabilities. This range reflects a Director-level operations leader with strong systems and project management expertise, even if they are new to the senior housing and care M&A sector.

· Performance Bonus: Target of 20% of base salary, with stretch potential up to 40%. Bonus allocation is based on performance against firmwide KPIs, project delivery, and company performance results.

· Benefits: Health insurance and retirement plan eligibility.

How to Apply

Don’t just send us your resume - show us how you operate.

We’re looking for someone who has built systems, driven accountability, and made teams better. So in addition to your resume, include a note telling us about some of the following:

· A time you implemented or rebuilt a system that transformed how a team operated

· A messy situation you brought structure and clarity to

· A project you took from idea to execution and what changed because of it

· A moment where you influenced team culture or elevated performance

Send your application to [email protected] with the subject line: Director of Operations & Execution

Senwell Senior Investment Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Pay: $100,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person