Vice President, Growth Enablement & Operations

Vice President, Growth Enablement & Operations About the Company Expanding investment management firm IndustryInvestment Management TypePrivately Held, Private Equity-backed Founded1985 Employees501-1000 Categories InvestingFinanceFinancial AdvisersConsulting & Professional ServicesFinancial ServicesInvestment Services Specialties holistic wealth managementfinancial planningfamily wealth officeinvestment managementrisk managementasset protectionestatetax and legacy planningand retirement plan design and administration About the Role The Company is seeking a VP of Growth Enablement and Operations to play a pivotal role in the strategic and operational aspects of its client development and marketing growth organization. This senior leadership position is not for the faint-hearted; it demands a hands-on, proactive approach to building and leading a high-performing team. The successful candidate will be responsible for orchestrating the value creation and program roadmap, owning the operating cadence for the client development team, and leading the revenue operations and enablement team. This includes direct management of a small team, setting priorities, and driving execution through structured sprints. The role also involves owning the conversion improvement roadmap, driving cross-program coordination, and partnering with the data analytics team to stay current on conversion trends. Applicants for the VP of Growth Enablement and Operations role at the company should be prepared to roll up their sleeves and bring a high level of clarity, urgency, and follow-through to the organization. The position requires a strategic thinker who can also execute with precision, and who is adept at managing change and driving the adoption of new tools and processes. The ideal candidate will have a proven track record in a similar operational leadership role, with the ability to surface and resolve blockers quickly, and to provide clear and concise updates to senior leadership. A strong background in revenue operations, and enablement, and a deep understanding of the wealth management industry are essential. The role is all about ensuring that the growth engine is running smoothly and efficiently, and that the team is focused on the highest-priority work with a clear sense of accountability. Hiring Manager TitleHead of Client Development Functions Sales/RevenueOperations