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Growth Operations Manager
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Integrity Marketing Group
Bedminster, NJ (In Person)
Full-Time
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Job Description
Job Summary:
Gladstone Wealth Partners is seeking a Growth Operations Manager to provide centralized operational leadership across advisor recruiting, onboarding, and transition processes. This role owns the systems, workflows, reporting, and cross-functional coordination that underpin a consistent, high-quality advisor experience from first conversation through full onboarding. The ideal candidate understands the independent advisor lifecycle and excels at building scalable, disciplined processes that enable advisor-facing teams to operate at their best. Growth & Recruiting Operations- Support advisor recruiting initiatives through structured process management and follow-through
- Ensure consistent, professional experience for prospective advisors
- Coordinate preparation, materials, and next steps for advisor recruiting conversations
- Maintain recruiting pipelines and transition timelines
- Partner with leadership and recruiting teams to ensure execution aligns with growth strategy Onboarding Process Management
- Own the end-to-end onboarding workflow across all advisors
- Ensure all required steps, approvals, and milestones are completed consistently
- Proactively manage risks, dependencies, and delays
- Coordinate onboarding activity across Compliance, Operations, Technology, Marketing, and custodians
- Allow onboarding specialists to focus exclusively on advisor-facing support CRM, Reporting, and Dashboards
- Own CRM maintenance and data integrity for recruiting and onboarding activity
- Track and report KPIs including pipeline health, onboarding timelines, volume, and conversion metrics
- Build and maintain dashboards that provide real-time visibility for leadership
- Identify trends, risks, and opportunities for improvement Process Governance and Continuous Improvement
- Document and maintain recruiting and onboarding SOPs
- Ensure process adherence and operational discipline
- Identify opportunities for efficiency, simplification, and automation
- Reduce rework and downstream operational issues Cross-Functional Coordination
- Serve as a central point of coordination for growth- and onboarding-related initiatives
- Drive accountability and timelines across departments
- Support advisor events, summits, and recruiting initiatives as needed Required
- 3-6 years of experience in sales operations, growth operations, onboarding operations, or project management
- Strong CRM experience (Salesforce, Redtail, Salentica, or similar)
- Proven ability to manage complex, cross-functional workflows
- Highly organized with strong attention to detail and follow-through
- Strong written and verbal communication skills Preferred
- Bachelor's degree preferred
- Experience in wealth management, financial services, or professional services
- Familiarity with advisor recruiting, advisor transitions, or independent advisor models
- Strong reporting and data analysis skills
- Experience building dashboards and operational metrics What Success Looks Like
- Clear visibility into recruiting and onboarding pipelines at all times
- Reduced onboarding cycle times and fewer escalations
- Improved advisor experience during recruiting and onboarding
- Advisor-facing teams spending more time supporting advisors
- Scalable, well-documented processes that support firm growth About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products.