Vice President, Growth Enablement & Operations

Vice President, Growth Enablement & Operations

About the Company

Expanding investment management firm

Industry
Investment Management

Type
Privately Held, Private Equity-backed

Founded
1985

Employees
501-1000

Categories

• Investing
• Finance
• Financial Advisers
• Consulting & Professional Services
• Financial Services
• Investment Services

Specialties

• holistic wealth management
• financial planning
• family wealth office
• investment management
• risk management
• asset protection
• estate
• tax and legacy planning
• and retirement plan design and administration

About the Role

The Company is seeking a VP of Growth Enablement and Operations to play a pivotal role in the strategic and operational aspects of its client development and marketing growth organization. This senior leadership position is not for the faint-hearted; it demands a hands-on, proactive approach to building and leading a high-performing team. The successful candidate will be responsible for orchestrating the value creation and program roadmap, owning the operating cadence for the client development team, and leading the revenue operations and enablement team. This includes direct management of a small team, setting priorities, and driving execution through structured sprints. The role also involves owning the conversion improvement roadmap, driving cross-program coordination, and partnering with the data analytics team to stay current on conversion trends. Applicants for the VP of Growth Enablement and Operations role at the company should be prepared to roll up their sleeves and bring a high level of clarity, urgency, and follow-through to the organization. The position requires a strategic thinker who can also execute with precision, and who is adept at managing change and driving the adoption of new tools and processes. The ideal candidate will have a proven track record in a similar operational leadership role, with the ability to surface and resolve blockers quickly, and to provide clear and concise updates to senior leadership. A strong background in revenue operations, and enablement, and a deep understanding of the wealth management industry are essential. The role is all about ensuring that the growth engine is running smoothly and efficiently, and that the team is focused on the highest-priority work with a clear sense of accountability.

Hiring Manager Title
Head of Client Development

Functions

• Sales/Revenue
• Operations