Director, Growth & Operations - Wealth Management
New
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NerdWalletWealth Management
Remote (based in the U.S.)Full-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 12+ years of progressive experience in operations or strategy roles, with at least 3 years in a leadership capacity
- Required Skills
- SQLSalesforceTableauMicrosoft ExcelHubSpotLooker
Requirements
- 12+ years of progressive experience in operations or strategy roles
- 3+ years in a leadership capacity
- Proficiency in data analysis and cohort reporting
- Ability to build models and dashboards independently
- Experience with SQL, Excel/Sheets, Looker, Tableau or equivalent
- Hands-on experience with marketing automation platforms (e.g., HubSpot, Salesforce)
- Hands-on experience with CRM platforms (e.g., HubSpot, Salesforce)
- Track record of building scalable operational systems and processes from early stages
- Experience in a high-growth environment
- Comfort operating in ambiguity
- Exceptional communication skills
- Strong project management instincts
- Demonstrated ability to drive initiatives to completion without heavy oversight
- High integrity and natural orientation toward compliance and fiduciary responsibility
- Entrepreneurial mindset
Responsibilities
- Own the end-to-end revenue operations function, including marketing and sales funnels, lead routing, CRM architecture, and pipeline reporting.
- Build and maintain cohort reporting frameworks to track client acquisition, activation, retention, and lifetime value, providing strategic recommendations.
- Lead the strategy and execution of marketing and sales automation platforms (e.g., Salesforce, Customer.io).
- Design and continuously improve the end-to-end client onboarding experience for wealth management clients.
- Partner with the advisory team to document, standardize, and optimize advisor workflows.
- Own operational systems and vendor relationships, including custodian integrations (e.g., Schwab), portfolio management tools, and compliance-adjacent workflows.
- Develop and maintain operational dashboards and KPIs for real-time visibility into business health.
- Build playbooks, SOPs, and internal knowledge infrastructure to scale the business.
- Serve as connective tissue between marketing, sales, advisory, product, compliance, and finance.
- Evaluate, negotiate, and manage relationships with third-party technology and service vendors.
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