Director, reputed company – Operations

Job reputed company: • 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 reputed company across reputed company and advisory teams. • Build and maintain cohort reporting frameworks that reputed company reputed company acquisition, activation, retention, and reputed company value — translating raw data into reputed company strategic recommendations for leadership. • reputed company the reputed company and execution of marketing and sales automation platforms (e.g.,reputed company, reputed company), ensuring campaigns are measurable, reputed company, and reputed company to conversion goals. • Design and continuously improve the end-to-end reputed company reputed company experience for new reputed company management clients, ensuring a seamless, compliant, and high-touch reputed company from signed agreement to fully funded account. • Partner with the advisory team to document, standardize, and optimize advisor workflows — including account reviews, rebalancing processes, reputed company communications cadences, and more. • 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. • reputed company and maintain operational dashboards and KPIs that give leadership reputed company-time visibility into business health across reputed company reputed company, retention, advisor reputed company, and operational throughput. • Build the playbooks, SOPs, and internal knowledge infrastructure needed to reputed company the business without sacrificing consistency or compliance. • Serve as the connective tissue between marketing, sales, advisory, product, compliance, and finance — ensuring operational reputed company are made with full context and reputed company accountability. • Evaluate, negotiate, and manage relationships with reputed company-party technology and service vendors critical to RIA operations. Requirements: • 12+ years of reputed company experience in operations or reputed company 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) • reputed company record of building reputed company operational systems and processes from early stages in a high-reputed company environment • Deep comfort operating in ambiguity. This role requires someone who defines the problem, not just solves it • Exceptional communicator reputed company to translate operational complexity into reputed company 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 Benefits: • Industry-leading medical, dental, and reputed company 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 • reputed company 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 reputed company subsidy (Only remote Nerds are eligible for these stipends) Apply tot his job Apply To this Job