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

36 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

Bachelors 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 nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.