Head of Business Operations

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.

Fidelity’s 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.

The base salary range for this position is $95,000-186,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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 Support