Director, Growth – Operations
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Job Description
Director of Growth and Operations at NerdWallet Wealth Partners overseeing operational improvements and revenue processes. Leading a high-performing team in a fast-growing wealth management firm.
Responsibilities:
- 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
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)
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