The Role 

We're looking for a Revenue Operations Associate to be the operational backbone of our Advisor Business Development team. You'll own our CRM infrastructure and reporting while also driving the day-to-day execution that keeps our recruiting engine running smoothly. This is a high-impact, high-visibility role for someone who's equal parts systems thinker and doer, with a path to grow into a broader operations or chief of staff function as we scale.

Your Impact 

• Own HubSpot CRM architecture—designing properties, pipelines, workflows, and automations that eliminate manual work
• Build dashboards and reports that give leadership real-time visibility into pipeline health and recruiting performance
• Manage the operational flow of offers and contracts in partnership with HR and Finance
• Identify process bottlenecks and proactively implement solutions before being asked
• Serve as the connective tissue across Advisor Recruiting, HR, and other cross-functional partners

The Ideal Match 

• 2-4 years in sales operations, business operations, recruiting operations, or a high-performing coordinator/chief of staff role
• HubSpot experience strongly preferred—you know your way around workflows, reports, and CRM best practices
• Highly organized with exceptional attention to detail
• Proactive and resourceful—you see what needs to be done and do it without waiting to be asked
• Strong communicator who can work effectively with leadership and cross-functional teams
• Technically curious—comfortable learning new systems and leveraging tools like AI to work smarter
• Thrives in fast-paced environments where priorities shift and no two days look the same

Bonus Points 

• Experience in financial services, wealth management, or fintech
• Background supporting sales or recruiting teams
• Familiarity with additional tools (Salesforce, Greenhouse, Rippling, etc.)
• Interest in growing into a chief of staff or senior operations role

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!