- Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
- Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
- Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.
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.