How Collective is organized, who owns what, and how accountability flows from Visionary down through every Execute-tier seat.
Collective is organized as a two-tier model. The Client Business Advisor carries both client relationship ownership and secondary QC/management authority. Supervisors own primary review within their discipline. Cross-discipline collaboration is a cultural expectation as much as a structural one.
The full organizational structure — Leadership at the top, three departments (Sales, Operations, Finance/Admin), and every seat within. Click any seat to open its full profile.
Who's in each seat today. Open seats are gold-tinted and dashed.
The accountability chart above shows who reports to whom. This map shows how seats work laterally — how each function connects across our three service lines, where cross-discipline collaboration is expected, and how production and technology support every line.
8 seats with scope established and active occupants. Total active headcount is 10 — Seats 1 (Advisor) and 7 (Tax Specialist) are at 2 heads each; the others at 1.
2 seats currently open. Seat 9 (Sales & Business Development Lead) has defined scope and is awaiting hire. Seat 10 (Internal Operations Coordinator) is newly vacant and awaiting hire.