Revenue Operations Manager

About the job
 

At Konvergent Wealth Management, we’ve cracked the code on serving ultra-successful families and individuals. We help manage more significant wealth than most firms handle in a lifetime.
 

Our challenge?

Keeping up with the insane demand as we ride the biggest transfer of wealth in the history of the world.

Simply put — we’re the right company at the right time, and we’re looking for the right team members to help us deliver excellence at scale.

Right now, we’re looking for a highly organized, proactive, and results-driven Revenue Operations Manager to own and optimize our end-to-end prospect-to-client process—and to help drive sustainable, strategic growth.

If you're ready to:

• Lead and optimize every stage of the engagement process, ensuring seamless, proactive client experiences
• Track and manage every deal in motion so that no opportunity slips through the cracks
• Drive daily "hot list" priorities and ensure action steps are crystal clear and completed
• Own and refine pipeline meetings and reporting for maximum clarity and impact
• Lead and coach a talented team, aligning activities to strategic priorities
• Ensure the highest quality control standards for every client proposal
• Master our internal tools and step in with hands-on support during peak periods
• Continuously improve the engagement process to elevate both client and team experiences
• Collaborate closely with our Director of Operations to fuel systemization and growth
• Play an integral leadership role in cross-functional decision-making and alignment
   

...then you might be our next Revenue Operations Manager.
 

Why you’ll love us

At Konvergent Wealth Management, we believe in creating transformative experiences for our clients and our team. You will be part of a culture that values precision, leadership, and innovation—and you'll have the opportunity to directly influence the growth and success of our firm.
 

Who we’re looking for:

• Experienced revenue operators with a proven track record of maximizing opportunities and creating efficiencies
• Leaders who are proactive, precision-driven, and relentlessly focused on results
• Exceptional communicators who thrive on cross-functional collaboration
• Individuals who excel under pressure and love bringing order, clarity, and energy to fast-paced environments
• People committed to continual improvement and operational excellence
   

What We Offer:

• Base Salary: $100,000 – $135,000 (based on experience)
• Semi-Annual Performance Bonus: Up to 50% of annual base salary (based on contributions and impact)
• Full benefits package including medical, dental, vision, 401(k) with matching, and flexible PTO
• A leadership seat at one of the fastest-growing, most innovative wealth management firms in the country
   

What Qualifies You:

• 5+ years in a revenue operations role with a strong track record of success
• Experience as a Financial Advisor or extensive experience working inside a financial advisory firm (strongly preferred)
• Proven experience managing revenue pipelines and/or leading revenue-focused operational teams
• Familiarity with Salesforce CRM and Asana project management tools (highly preferred)
• Outstanding organizational, analytical, and communication skills
• Ability to manage multiple high-priority initiatives with precision, urgency, and accountability
• A leadership-oriented, hands-on mindset and a passion for creating efficiency and impact
   

Sound like you?
 

This is a rare opportunity to step into a leadership role where your work directly influences the growth trajectory of a thriving firm.
 

Apply today, and let’s talk.