Business Lead, Financial Services

Job Summary

A company is looking for a Business Lead to co-lead operations and drive growth in an AI-powered financial planning environment.

Key Responsibilities

• Own customer acquisition and develop growth strategies
• Manage the CPA/CFP team and ensure high-quality client experiences
• Build operational systems for service delivery and maintain regulatory compliance

Required Qualifications

• Experience in building or scaling a customer-facing business
• Proven track record in managing cross-functional teams
• Demonstrated ownership of growth or revenue metrics
• Familiarity with AI and its impact on service delivery
• Ability to work in a fast-paced, ambiguous environment