Key Responsibilities:
- Serve as operational partner and right hand to the Head of Services
- Manage scheduling, email campaigns, workload tracking, and demand vs. capacity planning
- Support onboarding of new advisors and coaches; continuously improve the onboarding experience
Billing & Revenue Operations:
- Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible
- Manage monthly advisor and coach compensation processes
Compliance Oversight:
- Maintain and manage the compliance calendar
- Ensure timely completion of filings, annual reviews, and required testing
Boldin
Boldin believes that financial power belongs in the hands of individuals — not institutions. They exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives. They have raised over $20M from top investors and are seeing tremendous growth.