Growth Operations & Client Experience Lead

Julius Wealth Advisors, LLC; Englewood Cliffs (NJ); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid flexibility

Job summary

Julius Wealth Advisors, LLC is seeking a Growth Operations & Client Experience Manager to scale our independent wealth advisory through structured growth, streamlined client service, and content-driven audience engagement.

You will own lead qualification, CRM workflows, and cross-functional processes, partnering with the founder to shape our growth engine and client experiences as we expand in New Jersey.

Qualifications

• 3+ years of relevant experience in growth operations, sales operations, client success, or related field.
• Proven ability to own or improve growth, sales, CRM/pipeline processes with data-driven insights.
• Excellent organizational, written, and verbal communication skills.
• Strong attention to detail and discretion with confidential information.
• Series 65 license, or ability to obtain within the first 90 days of employment.

Responsibilities

• Turn inbound leads into qualified opportunities through disciplined follow-up and qualification.
• Maintain and improve CRM hygiene, stages, and next steps.
• Build workflows, SOPs for lead intake, follow-up, and handoffs.
• Track campaign activity and lead-source performance; deliver weekly dashboards.
• Coordinate with founder and partners to optimize funnels and marketing resource allocation.
• Manage client-service requests and onboarding workflows.

Skills

CRM management

Pipeline management

Phone prospecting

Written communication

Discretion with confidential info

Organization

Education

Series 65 license

Tools

Wealthbox CRM

Orion

Schwab

GoHighLevel

Mailchimp

Calendly

Microsoft Office

Job description

Julius Wealth Advisors, LLC is seeking a Growth Operations & Client Experience Manager to scale our independent wealth advisory through structured growth, streamlined client service, and content-driven audience engagement.

You will own lead qualification, CRM workflows, and cross-functional processes, partnering with the founder to shape our growth engine and client experiences as we expand in New Jersey.