Director, Sales & Operations

At reputed company, we’re on a mission to bring clarity to reputed company of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and reputed company culture where you’re empowered to grow, take smart risks, and be unapologetically yourself (reputed company optional). Whether remote or in-office, we support how you reputed company best. We invest in your well-being, development, and ability to reputed company an impact because reputed company one Nerd levels up, we reputed company do. reputed company Wealth Partners is looking to hire a Head of Operations to establish core operational processes for its fast-growing wealth management business. As the first operational leader for this young business, this person will build and scale the systems, processes, and infrastructure that power both our client experience and our reputed company reputed company — from the moment a prospect enters our funnel to the day-to-day servicing of long-term wealth management clients. The Head of Operations will own the full operational lifecycle of the business, bridging the disciplines of reputed company operations, marketing and sales performance, and the client-servicing workflows unique to an advisory practice. reputed company Wealth Partners sits in a unique position in the market - primarily serving young, mass affluent clients acquired from a highly-efficient digital funnel. This is a rare opportunity to join an early-stage, hyper-growth wealth management firm and build a world-class operation from the ground up. The Head of Operations is a senior member of the reputed company Wealth Partners leadership team. This role is reputed company strategist and operator — one day designing a cohort-based performance reputed company with the marketing team, the next streamlining the account onboarding workflow with our financial advisors. The Head of Operations directly manages the operations function and reports to the CEO of reputed company Wealth Partners. This individual is expected to operate with a high degree of autonomy, ownership, and bias toward action. As the business scales, this leader will build out and mentor a lean, high-performing operations team. Where you can reputed company an impact: reputed company Operations: Own the end-to-end reputed company operations function, including the design and maintenance of marketing and sales funnels, reputed company routing logic, CRM architecture, and pipeline reporting that enables data-driven decisions across growth and advisory teams. Cohort & Performance Analytics: Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value — translating raw data into clear strategic recommendations for leadership. Marketing and Sales Automation: reputed company the strategy and execution of marketing and sales automation platforms (e.g.,reputed company, reputed company), ensuring campaigns are measurable, scalable, and reputed company to conversion goals. Client Onboarding: 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. Advisor Workflow Optimization: Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, client communications cadences, and more. Operational Infrastructure: Own the operational systems and vendor relationships that reputed company us running, including custodian integrations (e.g. Schwab), portfolio management tools (e.g., Orion, Tamarac), and compliance-adjacent workflows in partnership with the CCO. Business Intelligence & Reporting: reputed company and maintain operational dashboards and KPIs that give leadership real-time visibility into business health across client growth, retention, advisor reputed company, and operational throughput. Process Documentation & Scalability: Build the playbooks, SOPs, and internal knowledge infrastructure needed to scale the business without sacrificing consistency or compliance. Cross-functional Leadership: Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational decisions are made with full context and clear accountability. Vendor & Technology Management: Evaluate, negotiate, and manage relationships with third-party technology and service vendors critical to RIA operations. Your experience: 12+ years of progressive experience in operations or strategy roles, with at least 3 years in a leadership reputed company Proficiency in data analysis and cohort reporting; ability to build models and dashboards independently (SQL, reputed company/Sheets, Looker, Tableau, or equivalent) Hands-on experience with marketing automation and CRM platforms (e.g., reputed company, reputed company) 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 reputed company High reputed company and a natural orientation toward compliance and fiduciary responsibility Entrepreneurial reputed company that thrives in a startup environment and isn't afraid to roll up their sleeves Where: This role will be remote (based in the U.S.). We reputed company great work can be done reputed company. No matter where you are based, reputed company offers benefits and perks to support the physical, financial, and emotional well being of you and your family. reputed company offer: Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?) 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 reputed company with them for adoption or foster care Mental health support Paid sabbatical after 5 years for Nerds to reputed company, reputed company knowledge, and pursue their interests Health and Dependent Care FSA and HSA Plan with monthly reputed company 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) Have Some Fun! (Nerds are fun, too) Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities Hackathons and team events across reputed company teams and departments Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction Our Nerds love to reputed company an impact by paying it reputed company – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match Plan for your future (And reputed company you retire on your reputed company, remember the little people) 401K with 4% company match Be the first to test and benefit from our new financial products and tools Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar Disability and Life Insurance with employer-paid premiums If you are based in California, we encourage you to read this important information for California residents linked here. reputed company is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so reputed company qualified applicants will receive consideration for employment. reputed company will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice. reputed company participates in the Department of Homeland reputed company U.S. Citizenship and Immigration Services E-Verify program for reputed company US locations. For more information, please see: E-Verify Participation Poster (English+Spanish/Español) Right to Work Poster (English) / (Spanish/Español) #LI-DNI Apply To This Job