Growth Operations Manager

D&D Insurance Agency Inc

Not specified; not specified; competitive compensa...
3-6 years sales or growth operations experience
Strong crm experience salesforce redtail salentica
Manage complex cross-functional workflows
This role provides centralized operational leadership across advisor recruiting, onboarding, and transition processes for Gladstone Wealth Partners

Job Summary

  • This role provides centralized operational leadership across advisor recruiting, onboarding, and transition processes for Gladstone Wealth Partners.
  • The ideal candidate will own systems, workflows, and reporting to ensure a consistent, high-quality advisor experience from first conversation through full onboarding.
  • Integrity offers a competitive compensation package, benefits that make work more fun, and the opportunity to join a hyper-growth company committed to putting people first.

Matching Summary

This role provides centralized operational leadership across advisor recruiting, onboarding, and transition processes for Gladstone Wealth Partners.

Salary

Not specified; Not specified; Competitive compensation package including benefits

Skills & Requirements

Must-have

  • 3-6 years sales or growth operations experience
  • Strong CRM experience Salesforce Redtail Salentica
  • Manage complex cross-functional workflows
  • Highly organized with strong attention to detail
  • Document and maintain recruiting and onboarding SOPs

Nice-to-have

  • Experience in wealth management financial services
  • Familiarity with independent advisor models
  • Strong reporting and data analysis skills
  • Experience building dashboards and operational metrics
  • Bachelor's degree preferred

Key Requirements

  • 3–6 years of experience in sales operations or project management
  • Bachelor's degree preferred
  • Experience in wealth management or financial services

Work Rights

Not specified

Tailored Resume

Cover Letter