Director, Growth – Operations

Role Overview

• 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

Tech Stack

• SQL
• Tableau

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)