Senior Manager Business Operations-Strategy

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

• Operational Architecture & Process Development
• Build end-to-end workflows and SOPs.
• Create scalable systems for national expansion.
• Convert conceptual ideas into structured plans.
• Compliance Module & Industry Framework Creation
• Develop compliance architecture for the precious metals sales process.
• Build certification / training standards for insurance agents.
• Establish best-in-class risk mitigation policies.
• Training Infrastructure
• Create onboarding and training modules for agents.
• Develop scalable instructional materials.
• Technology & Platform Strategy
• Define operational requirements for a future online platform.
• Identify automation opportunities using AI and development partners.
• Business Development Support
• Strengthen pitches to IMOs with operational backing.
• Ensure operational readiness for large-scale onboarding.
• Strategic Partnership & Collaboration
• Act as the CEO's operational counterpart.
• Maintain confidentiality and strategic alignment.

Required Experience & Qualifications

Leadership & Mindset

Compensation Structure

Why This Opportunity Is Exceptional