Growth Operations Manager

Integrity•Bedminster, NJ

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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
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
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