Growth Operations Manager

Job Summary:

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.

Growth & Recruiting Operations

·       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

Onboarding Process Management

·       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

CRM, Reporting, and Dashboards

·       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

Process Governance and Continuous 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

Cross-Functional Coordination

·       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

Required

·       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

Preferred

·       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

What Success Looks Like

·       Clear visibility into recruiting and onboarding pipelines at all times

·       Reduced onboarding cycle times and fewer escalations

·       Improved advisor experience during recruiting and onboarding

·       Advisor-facing teams spending more time supporting advisors

·       Scalable, well-documented processes that support firm growth

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environm