Senior Director, Business Excellence & Transformation

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. Job Summary / Purpose We are seeking an exceptional operational leader to build and lead our Business Excellence organization. This role is designed for a seasoned executive who thrives in dynamic, high-growth environments and has a proven ability to transform organizations, build scalable operating models, and drive enterprise-wide change. The Business Excellence leader will serve as the operational architect for our Service & Delivery organization, helping evolve a founder-led business into a highly disciplined, scalable, and professionally managed enterprise. You will partner closely with executive leadership and functional heads across Client Success, Entity Formation, Entity Management, Land Trust & Deeds, Non-Profits, Renewals, and other client-facing functions to improve quality, efficiency, accountability, forecasting, knowledge sharing, and execution consistency across the organization. Key Responsibilities Build and Lead the Business Excellence Function Establish and lead a high-performing organization responsible for operational excellence and organizational effectiveness across Service & Delivery. Develop the structure, processes, governance, metrics, and management systems required to support a rapidly growing business. Create an operating cadence that provides visibility, accountability, and alignment across multiple business units. Drive Enterprise Transformation Lead strategic initiatives that improve scalability, client experience, operational efficiency, and business performance. Partner with executive leadership to identify bottlenecks, organizational constraints, and opportunities for continuous improvement. Build and execute transformation roadmaps that align resources to the highest-value opportunities. Serve as a trusted advisor to senior leadership on organizational design, process optimization, and operational strategy. Oversee Core Centers of Excellence Provide strategic leadership across several operational disciplines, including: Project Management Project prioritization and governance Cross-functional initiative leadership Organizational change management Transformation program execution Quality Assurance Enterprise quality standards and controls Root cause analysis and corrective action programs Service delivery quality measurement Continuous improvement initiatives Client Experience measurement and Issue Resolution Knowledge Management Knowledge capture and documentation standards Process documentation and governance Cross-functional information sharing Organizational learning and best practices Workforce Planning & Resource Management Workforce capacity planning Staffing models and forecasting Workforce utilization analytics Operational performance management Facilities & Logistics Operational support functions Logistics and facilities oversight Shared Services Development As the organization evolves, additional functions such as training, process excellence, operational readiness, and other shared services may be incorporated into this organization Develop Organizational Leadership Lead, coach, and develop a team of approximately 20 professionals while creating leadership depth and succession planning throughout the organization. Cultivate a culture of accountability, collaboration, continuous improvement, and excellence in execution. Influence leaders across the organization without relying on direct authority. What Success Looks Like Within the first 12–24 months, you will: Establish a scalable Business Excellence operating model. Create a prioritized transformation roadmap aligned to company objectives. Improve operational performance, quality metrics, throughput, and delivery consistency across fulfillment functions. Build enterprise-wide Quality Assurance and Knowledge Management capabilities that are recognized as strategic shared services. Implement workforce planning and forecasting disciplines that improve staffing decisions and operational effectiveness. Strengthen leadership capabilities throughout the fulfillment organization. Earn the confidence of executive leadership and become a trusted driver of organizational change. Required 12+ years of progressive leadership experience in consulting, operations, business transformation, operational excellence, or service delivery leadership. Proven experience leading large-scale operational transformation initiatives. Experience building organizational structure, management systems, and scalable operating models. Demonstrated success leading cross-functional teams and influencing senior stakeholders. Strong analytical, strategic, and problem-solving abilities. Exceptional communication and executive presence. Experience managing leaders and building high-performance cultures. Preferred Background in top-tier management consulting (McKinsey, Bain, BCG, or equivalent). MBA or other advanced business degree. Experience in high-growth, founder-led companies undergoing significant scale. Experience in professional services, business services, financial services, legal services, tax, consulting, or other high-volume service environments. Experience leading post-merger integration, organizational redesign, or enterprise transformation initiatives.