Director, Growth & Operations (Wealth)

About the Role

As a key member of the NerdWallet Wealth Partners leadership team, the Director of Growth and Operations will report directly to the CEO and have a high degree of autonomy, ownership, and bias toward action. This role is an exceptional opportunity for a seasoned professional to join an early-stage, hyper-growth wealth management firm and build a world-class operation from the ground up.

The ideal candidate will have a deep understanding of the wealth management industry, with expertise in revenue operations, marketing, and sales performance. They will be well-versed in HubSpot, Salesforce, and Excel, and have a proven track record of driving business growth and client satisfaction in a fast-paced environment.

What You Will Do

• 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
• Build and maintain cohort reporting frameworks that track client acquisition, activation, retention, and lifetime value
• Lead the strategy and execution of marketing and sales automation platforms, 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
• 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 the business running, including custodian integrations, portfolio management tools, and compliance-adjacent workflows
• 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
• Manage the operations function and build out a lean, high-performing operations team as the business scales

What We Are Looking For

• 8+ years of experience in operations, revenue operations, or a related field, with a focus on wealth management or financial services
• Proven expertise in HubSpot, Salesforce, and Excel, with the ability to learn and adapt to new technologies
• Strong understanding of marketing and sales automation platforms, with experience in campaign execution and optimization
• Excellent analytical and problem-solving skills, with the ability to translate raw data into clear strategic recommendations
• Strong communication and interpersonal skills, with the ability to partner with cross-functional teams and external vendors
• Experience in building and managing high-performing teams, with a focus on mentorship and development
• Strong business acumen, with a deep understanding of the wealth management industry and its trends
• Bachelor's degree in a related field, such as business, finance, or operations

Nice to Have

• Experience in cohort-based performance frameworks and data-driven decision making
• Knowledge of compliance-adjacent workflows and regulatory requirements in the wealth management industry
• Familiarity with portfolio management tools, such as Orion or Tamarac
• Experience in building and maintaining operational dashboards and KPIs
• Certification in a related field, such as Six Sigma or Lean Operations

Benefits and Perks

• Competitive salary and benefits package
• Equity opportunities and stock options
• Flexible work arrangements, including remote work options
• Comprehensive health, dental, and vision insurance
• 401(k) matching and retirement planning
• Generous PTO and paid holidays
• Professional development and training opportunities
• Access to cutting-edge technologies and tools
• Collaborative and dynamic work environment

• Tip: Highlight your experience with HubSpot, Salesforce, and Excel, and be prepared to provide specific examples of how you've used these tools to drive business growth and client satisfaction.
• Develop a deep understanding of the wealth management industry and its trends, and be prepared to discuss how you've applied this knowledge in previous roles.
• Showcase your ability to build and maintain cohort reporting frameworks, and provide examples of how you've used data to inform strategic decisions.
• Emphasize your experience in building and managing high-performing teams, and highlight your ability to mentor and develop team members.
• Prepare to discuss your approach to operational scalability, and provide examples of how you've built and maintained operational systems and vendor relationships.
• Be prepared to walk through your experience with marketing and sales automation platforms, and provide examples of how you've optimized campaigns for conversion.
• Highlight your ability to communicate complex ideas and data insights to non-technical stakeholders, and provide examples of how you've presented to leadership teams.