Posted 4 days ago
No clicks
**Head of Business Operations**: Strategic and operational role partnering with sales, marketing, and leadership teams to drive business growth. Key responsibilities include optimizing core business processes, developing actionable insights, managing lead operations, and leading vendor management. Requirements: Bachelor's degree, 8-10 years' experience in Operations/Sales/MarketingOps, proficiency in CRM and business intelligence tools, strong stakeholder management skills.
- Compensation
- $95,000 – $186,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
NOTE: Fidelity will not be providing immigration sponsorship for this role.
The Role
We are seeking a Head of Business Operations who will serve as a strategic and operational partner to Sales, Relationship Management, Marketing, and Leadership teams.
You will be responsible for the day-to-day business infrastructure that enables growth, including operational processes, business insights, sales enablement, marketing operations, and continuous process improvement. The position focuses on removing friction, improving efficiency, and providing actionable intelligence that supports revenue generation and business performance. Knowledge of the wealth management industry is a plus.
The Work You Will Do:
- Partner with Sales, Relationship Management, Marketing, and Leadership teams to improve operational effectiveness, drive cross-functional alignment, and execute strategic initiatives that support business growth.
- Own and optimize core business processes and workflows, implementing scalable solutions, automation, and operational improvements that increase productivity and reduce friction.
- Develop reporting, dashboards, and business insights that improve visibility into performance, pipeline health, marketing effectiveness, and growth opportunities.
- Manage lead operations, routing, lifecycle tracking, and attribution across digital and offline channels to ensure timely follow-up and accurate measurement of business outcomes.
- Maintain CRM, marketing database, and sales enablement resources, including data governance, enrichment, deduplication, account hierarchy management, and SharePoint content administration.
- Own accounts receivable and collections processes, partnering with internal stakeholders and customers to ensure timely payment, resolve billing issues, reduce outstanding balances, and improve cash flow predictability.
- Lead vendor management activities and relationships, ensuring effective performance, governance, and value realization.
The Expertise and Skills You Bring
- Bachelor's degree; Master's a plus
- 8-10 years of progressive experience in Business Operations, Revenue Operations, Sales Operations, Marketing Operations, or a related function.
- Strong capability in process design, project management, and cross-functional coordination.
- Experience managing vendors relationships
- Knowledge of CRM platforms, lead management, marketing automation, and business intelligence tools. (Salesforce and HubSpot preferred)
- Demonstrated ability to translate data into actionable business insights.
- Excellent stakeholder management and communication skills with the ability to work across Sales, Marketing, Finance, Procurement, and Leadership teams.
The Team
We are Catchlight, the AI-powered growth platform helping financial advisors strengthen client relationships and uncover new growth opportunities. By combining engagement insights with advisor workflows, we help firms deliver more personalized client experiences at scale.
Catchlight combines startup agility with deep expertise in wealth management and artificial intelligence. Our team is passionate about building innovative products that help advisors connect with clients in more meaningful and impactful ways.
We offer an environment where talented people can solve meaningful challenges, move quickly, learn directly from customers, and help shape the future of advisor growth. As we scale, every team member has the opportunity to make a visible impact on our products, customers, and business.
This opportunity is brought to you by Catchlight.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Sales SupportApply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
