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 : Southern California (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.

Role Summary

The 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

• Build end-to-end workflows and SOPs.
• Create scalable systems for national expansion.
• Convert conceptual ideas into structured plans.

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