Director, Growth – Operations

Job Description: • Own the end-to-end revenue operations function, including the design and maintenance of marketing and sales funnels, lead routing logic, CRM architecture, and pipeline reporting that enables data-driven decisions across growth and advisory teams. • Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership. • Lead the strategy and execution of marketing and sales automation platforms (e.g.,Salesforce, Customer.io), ensuring campaigns are measurable, scalable, and aligned to conversion goals. • Design and continuously improve the end-to-end client onboarding experience for new wealth management clients, ensuring a seamless, compliant, and high-touch journey from signed agreement to fully funded account. • Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more. • Own the operational systems and vendor relationships that keep us running, including custodian integrations (e.g. Schwab), portfolio management tools (e.g., Orion, Tamarac), and compliance-adjacent workflows in partnership with the CCO. • Develop and maintain operational dashboards and KPIs that give leadership real-time visibility into business health across client growth, retention, advisor capacity, and operational throughput. • Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance. • Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability. • Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations. Requirements: • 12+ years of progressive experience in operations or strategy roles, with at least 3 years in a leadership capacity • Proficiency in data analysis and cohort reporting; ability to build models and dashboards independently (SQL, Excel/Sheets, Looker, Tableau, or equivalent) • Hands-on experience with marketing automation and CRM platforms (e.g., HubSpot, Salesforce) • Track record of building scalable operational systems and processes from early stages in a high-growth environment • Deep comfort operating in ambiguity. This role requires someone who defines the problem, not just solves it • Exceptional communicator able to translate operational complexity into clear narratives for executives, advisors, and cross-functional partners • Strong project management instincts with a demonstrated ability to drive initiatives to completion without heavy oversight • High integrity and a natural orientation toward compliance and fiduciary responsibility • Entrepreneurial mindset that thrives in a startup environment and isn't afraid to roll up their sleeves Benefits: • Industry-leading medical, dental, and vision health care plans for employees and their dependents • Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown • New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care • Mental health support • Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests • Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution • Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend) • Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends) Apply tot his job Apply To this Job