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 environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.