Director of Marketing & Sales Operations

RQD Clearing LLC • New York, NY

5d • $170,000 - $235,000 • Hybrid

About The Position

RQD Clearing is seeking a Marketing & Sales Operations Leader to build and manage the systems, processes, and programs that support the firm’s growth. The role connects Marketing, Sales, Relationship Management, and Onboarding to create a consistent, measurable client journey from initial awareness through conversion and long-term engagement.

The ideal candidate combines operational discipline with hands-on experience in CRM management, funnel development, digital marketing, and website optimization. This person will ensure prospects receive relevant content at every stage of the funnel while giving leadership visibility into pipeline performance, campaign effectiveness, and revenue opportunities. The role is suited to someone comfortable balancing strategy and hands-on execution in a fast-growing fintech environment.

RQD is a modern clearing firm providing clearing, custody, and execution solutions. The company describes itself as an entrepreneurial, collaborative fintech startup building a broker-dealer from the ground up. The position is listed as hybrid in New York, NY, or remote within the United States, reports to the Chief Revenue Officer, and has a stated salary range of $170,000–$235,000, with eligibility for an annual discretionary performance bonus and equity compensation.

Requirements

• At least 10 years of experience in revenue operations, marketing operations, sales operations, or a related role.
• Demonstrated experience implementing and managing a CRM; HubSpot is preferred.
• Strong understanding of B2B prospect funnels, lead nurturing, pipeline management, and revenue attribution.
• Experience managing SEO, SEM, digital marketing, or website-development vendors.
• Ability to create reporting frameworks and translate data into practical business recommendations.
• Strong project management skills and ability to coordinate across multiple teams and priorities.
• Excellent written and verbal communication skills.
• Comfort working in a fast-growing environment where strategy and hands-on execution are equally important.

Nice To Haves

• Experience in financial services, fintech, brokerage, clearing, custody, or another regulated industry is preferred.
• Experience with HubSpot is preferred.

Responsibilities

• Develop and manage the end-to-end prospect and client funnel, from awareness and lead generation through qualification, onboarding, and relationship expansion.
• Establish funnel stages, ownership, qualification criteria, and handoffs across Marketing, Sales, Relationship Management, and Onboarding.
• Create and execute nurture strategies that deliver relevant content to prospects at each funnel stage.
• Partner with Marketing and subject-matter experts to align thought leadership, product content, case studies, and other materials with prospect needs and buying stages.
• Identify gaps, bottlenecks, and conversion opportunities throughout the client journey.
• Develop reporting and dashboards showing pipeline activity, conversion rates, campaign performance, and revenue attribution.
• Lead CRM implementation, configuration, and ongoing management.
• Establish CRM standards for data entry, lead routing, pipeline stages, activity tracking, and reporting.
• Maintain CRM data quality, system integrity, and consistent adoption across teams.
• Build automated workflows, lead-nurture programs, alerts, and reporting capabilities.
• Train employees on CRM processes and develop supporting documentation and best practices.
• Work with technology, information security, and compliance teams to ensure the CRM meets operational and regulatory requirements.
• Lead the firm’s SEO and SEM strategy in partnership with external vendors.
• Manage vendor priorities, deliverables, budgets, and performance expectations.
• Identify keyword, content, and paid-media opportunities that support product and growth priorities.
• Monitor search rankings, website traffic, conversion activity, and campaign performance, and recommend improvements to visibility, engagement, and qualified lead generation.
• Manage ongoing development and optimization of the RQD website.
• Create and maintain product-support pages, FAQs, contact forms, landing pages, and other conversion-focused content.
• Coordinate with internal stakeholders and external partners to keep website content accurate, current, and aligned with the firm’s positioning.
• Improve website navigation and user journeys so prospects can find relevant information and take appropriate next steps.
• Ensure website forms, CRM integrations, analytics, and lead-routing processes operate effectively.
• Monitor website performance and recommend enhancements based on visitor behavior and conversion data.
• Coordinate compliance review and approvals for website updates when required.

Benefits

• UnitedHealthcare medical coverage with multiple plan tiers, including HDHP options; the company covers 90% of premium costs, effective the first day of employment.
• Dental and vision coverage.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• 20 accrued vacation days per year, 6 sick days per year with carryover, 2 personal days per year, and 1 volunteering day per year.
• 401(k) with a 100% employer match on the first 4% of employee contributions, immediately vested.
• Annual discretionary performance bonus eligibility.
• Equity compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed