Strategic Operations Partner (Insurance + Precious Metals Platform)
If you are someone who has read Traction : Get a Grip on Your Business we would love to hear from you.
Location : Pasadena, CA (Preferred for in-person collaboration)
Employment Type : Full-Time | Hybrid | Partner-Level Role
Compensation : Competitive salary + performance incentives, including profit-share
Company Overview
We are an established sales organization specializing in financial products, preparing to launch a revolutionary precious metals platform for insurance agents and IMOs. Our model enables brokers to cross-sell compliant precious metals solutions with ease, increasing client lifetime value and streamlining backend processes.
S he Strategic Operations Partner will serve as the CEO’s operational architect, creating systems, compliance frameworks, processes, and technology pathways for national scalability. This role is ideal for a detail-driven integrator who excels in building operations from the ground up.
Key Responsibilities
1. Operational Architecture & Process Development
2. Compliance Module & Industry Framework Creation
3. Training Infrastructure
4. Technology & Platform Strategy
5. Business Development Support
6. Strategic Partnership & Collaboration
Required Experience & Qualifications
Leadership & Mindset
Compensation Structure
Why This Opportunity Is Exceptional
Senior Manager • Sacramento, CA, United States