Head of Business Operations

Fidelity Investments • Boston, MA

6d • $95,000 - $186,000

About The Position

The Head of Business Operations serves as a strategic and operational partner to 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 on reducing friction, improving efficiency, and providing actionable intelligence to support revenue generation and business performance. Knowledge of wealth management is a plus.

The role is with Catchlight, an AI-powered growth platform for financial advisors that combines engagement insights with advisor workflows to help firms provide personalized client experiences at scale. Catchlight combines startup agility with expertise in wealth management and artificial intelligence. The team builds products to help advisors connect with clients and offers employees the opportunity to contribute to products, customers, and business growth.

Fidelity will not provide immigration sponsorship for this position. The salary range is $95,000–$186,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Base salary may be supplemented by bonus or other variable compensation, depending on the position and eligibility requirements. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; current onsite requirements vary, and expectations may evolve. This transition does not apply to fully remote roles.

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.
• Demonstrated 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, implementing 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 ensure 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, partnering with internal stakeholders and customers to ensure 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.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources for career development.
• Bonus or other variable compensation may be included depending on position and eligibility requirements.

What This Job Offers

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