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 se