AVP, Growth Program Operations
Core
End-to-end operational health and scaling of advisor referral and partnership programs, including a referral program for compensating centers of influence.
Role type
Senior IC program operations lead (wealth management)
Builds
Advisor referral networks, employer-based financial education partnerships, and repeatable operational infrastructure
Domain
Wealth management / Financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Program management, process design, cross-functional execution, scaling operations, compliance coordination, stakeholder management, data analysis
Preferred skills
Advisor-facing program management, compensation referral compliance knowledge, process improvement methodologies (PMP, Lean, Six Sigma)
Technologies
None explicitly stated
Responsibilities
Lead newly acquired advisor referral network program design and execution; Own employer-based financial education partnership delivery; Design repeatable processes for higher program volume; Establish metrics and service-level standards; Coordinate cross-functional execution across Compliance, Licensing, Onboarding, and Compensation
Seniority
Senior, hands-on IC