Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
The future of wealth management is being built right now. At RFG Advisory, you have the opportunity to be part of it.
Your work helps us build a better model for Independent Advisors, one that creates more time for clients, removes friction from their businesses, and gives them more room to grow.
We’re a team of A-Players who care deeply about the work we do, the people we do it with, and the Advisors we serve.
The results speak for themselves.
And we’re just getting started.
“FIND YOUR PURPOSE. SURROUND YOURSELF WITH A-PLAYERS. GO ALL-IN. BUILD SOMETHING BIGGER THAN YOURSELF.” – SHANNON SPOTSWOOD, CEO
Do Work You’re Excited About. With People You Want to Work With.
You should feel challenged by your work, appreciated for what you bring, and energized by the people around you. At RFG, you’ll have the opportunity to take ownership, make an impact, and grow alongside a team with big ambitions.
We’re building something special at RFG. Our team is fueled by passion, enthusiasm, and grit. We challenge each other, practice radical candor, learn from our mistakes, and iterate to excellence.
Look left, look right. There’s a force multiplier.
We work hard, we care deeply, and we love big.
If that sounds like the kind of team you want to be part of, we’d love to meet you!
RFG Advisory is scaling its growth engine, and Revenue Operations sits at the center of it. We are hiring a Revenue Operations Manager with a Marketing Operations lean to mature our outbound motion, sharpen how we score and attribute leads, and build a seamless journey from first marketing touch through frontline sales.
You will partner daily with our Marketing and Business Development teams, own much of our HubSpot configuration, and turn our data into reporting and analysis that leadership acts on. This is a high-impact role with visibility to the C-suite. You will have a corporate Claude account connected to our core systems, and we expect you to put it to work.
Location: This role can be in our Birmingham office or remote.
Reports to: Senior Director of Revenue Operations
What You'll Do
HubSpot Administration & Systems
Outbound & Pipeline Operations
Lead Scoring & Attribution
Reporting, Analytics & Insights
AI & Automation
Experience
Skills & Competencies
Technology & Tools
Education
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Salary: $100,000-$120,000
