Head of Business Operations

Fidelity • Boston, MA

4d

About The Position

Catchlight, an AI-powered growth platform for financial advisors, is seeking a Head of Business Operations to serve as a strategic and operational partner to its Sales, Relationship Management, Marketing, and Leadership teams. The role owns the day-to-day business infrastructure that enables growth, including operational processes, business insights, sales enablement, marketing operations, and continuous process improvement. Its focus is removing friction, improving efficiency, and providing actionable intelligence that supports revenue generation and business performance. Wealth management industry knowledge is a plus.

The role partners across teams to improve operational effectiveness, strengthen cross-functional alignment, and execute growth-oriented strategic initiatives. It owns and optimizes core processes and workflows, develops performance and pipeline reporting, manages lead operations and attribution, maintains CRM and marketing resources, oversees accounts receivable and collections, and leads vendor management. Catchlight describes its environment as combining startup agility with wealth management and AI expertise, where team members can address meaningful challenges, learn from customers, and help shape the future of advisor growth.

Requirements

• Bachelor's degree.
• 8–10 years of progressive experience in Business Operations, Revenue Operations, Sales Operations, Marketing Operations, or a related function.
• Strong capability in process design, project management, and cross-functional coordination.
• Experience managing vendor relationships.
• Knowledge of CRM platforms, lead management, marketing automation, and business intelligence tools.
• Ability to translate data into actionable business insights.
• Excellent stakeholder management and communication skills, with the ability to work across Sales, Marketing, Finance, Procurement, and Leadership teams.

Nice To Haves

• Master's degree.
• Knowledge of the wealth management industry.
• Experience with Salesforce and HubSpot.

Responsibilities

• Partner with Sales, Relationship Management, Marketing, and Leadership teams to improve operational effectiveness, drive cross-functional alignment, and execute strategic initiatives that support business growth.
• Own and optimize core business processes and workflows; implement scalable solutions, automation, and operational improvements to increase productivity and reduce friction.
• Develop reporting, dashboards, and business insights that improve visibility into performance, pipeline health, marketing effectiveness, and growth opportunities.
• Manage lead operations, routing, lifecycle tracking, and attribution across digital and offline channels to support timely follow-up and accurate measurement of business outcomes.
• Maintain the CRM, marketing database, and sales enablement resources, including data governance, enrichment, deduplication, account hierarchy management, and SharePoint content administration.
• Own accounts receivable and collections processes; partner with internal stakeholders and customers to support timely payment, resolve billing issues, reduce outstanding balances, and improve cash flow predictability.
• Lead vendor management activities and relationships, ensuring effective performance, governance, and value realization.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.
• Bonus or other variable compensation may be included, depending on the position and eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior