Strategic Implementation Lead

Revolt Financial; United States; Hybrid; USD 75,000 - 100,000; Full time

Job summary

A fast-growing financial services platform is seeking a Strategic Implementation Lead to collaborate closely with the CEO and drive critical execution. This role offers genuine autonomy while focusing on high-leverage operational initiatives. Candidates should have 5+ years in a project management or operations role, with strong skills in managing leaders and using digital tools. The position offers a hybrid work environment and competitive compensation in the range of $75K to $100K annually.

Qualifications

• 5+ years in a blended EA, operations, or project management role.
• Experience managing senior leaders and cross‑functional initiatives.
• Comfortable with digital tools and workflow systems.

Responsibilities

• Manage the CEO’s calendar and scheduling flow.
• Own strategic initiatives from concept to completion.
• Build and enforce operational workflows and SOPs.

Skills

Communication

Project Management

Operational Support

Prioritization

Automation

Tools

CRM

Monday.com

SharePoint

Canva

Job description

This range is provided by Revolt Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $100,000.00/yr

Location: Hybrid | 1 to 2 days in person per week and 1 week in person per month

Compensation: $75,000 to $100,000, depending on experience, including performance-based growth opportunities | Contract role

About the Role:

Revolt Financial is seeking a Strategic Implementation Lead to partner directly with the CEO and drive mission‑critical execution across a fast‑growing, advisor‑first financial services platform. Revolt delivers full‑stack recruiting, insurance, marketing, and operational support under each advisor’s own brand, empowering firms to scale without limits. In this role, you will protect the CEO’s time, remove bottlenecks, and turn high‑priority ideas into completed outcomes.

This is not a traditional assistant role. It is an operator’s seat with genuine autonomy, direct access to leadership, and ownership of cross‑functional initiatives from start to finish. Built for someone who anticipates needs and thrives in high‑velocity environments, the right person will strengthen our operational infrastructure as Revolt scales.

What You'll Do

Executive Enablement & Operational Support

• Keep the CEO focused on sales, partnerships, and high‑leverage priorities
• Manage the CEO’s calendar, inbox, scheduling flow, and follow‑through
• Prepare briefs, pre‑call notes, and post‑meeting action tracking
• Coordinate travel, logistics, and time‑sensitive follow‑ups
• Serve as the first point of filtration, prioritization, and operational clarity

Strategic Project Leadership

• Own assigned initiatives from concept to completion with minimal oversight
• Build project plans, timelines, deliverables, and communication workflows
• Hold internal teams, partners, and vendors accountable to deadlines
• Surface obstacles early and provide recommended solutions
• Ensure projects move with structure, predictability, and consistent momentum

Operational Systems & Structure

• Build, maintain, and enforce workflows, SOPs, and operational structure
• Ensure consistent use of CRM, Monday.com, SharePoint, and file systems
• Maintain clean data, organized documentation, and reliable operational processes
• Support the COO with ongoing operational execution and optimization
• Strengthen internal infrastructure as the company scales

Company‑Wide Alignment & Execution

• Create clarity across teams regarding roles, priorities, and next steps
• Drive seamless follow‑through and close communication loops quickly
• Coordinate cross‑functional work to maintain alignment and forward motion
• Ensure the organization consistently operates with structure and accountability

What We're Looking For

• 5+ years in a blended EA, operations, or project management role
• Experience managing senior leaders and cross‑functional initiatives
• Strong communication, prioritization, and follow‑through
• Able to confidently manage up, anticipate needs, and take ownership of the work
• Energized by proximity to leadership and driving outcomes
• High comfort with digital tools, automation, and workflow systems to drive productivity
• Experience with CRM, PM platforms, and AI tools, including Canva, preferred
• Prior financial services exposure is strongly preferred

Why Revolt

Revolt is building a modern, vertically integrated financial services platform focused on ownership, scale, and long‑term value creation. This role sits at the intersection of leadership, execution, strategy, and growth, the core engine of how the firm moves.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative, Strategy/Planning, and Project Management

Industries

Insurance and Financial Services

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