Director of Marketing & Sales Operations

Role Overview

RQD* Clearing is seeking a Marketing & Sales Operations Leader to build and manage the systems, processes and programs that support the firm’s growth. This role will connect Marketing, Sales, Relationship Management and Onboarding to create a consistent, measurable client journey-from initial awareness through conversion and long-term engagement.

What You Will Do

Develop and manage the firm’s end-to-end prospect and client funnel, from awareness and lead generation through qualification, onboarding and relationship expansion. Lead the implementation, configuration, and ongoing management of the firm’s CRM. Manage the ongoing development and optimization of the RQD* website.

Why It Might Be a Fit

Success will be measured by increased CRM adoption and data quality, consistent prospect engagement across the funnel, improved lead-to-opportunity conversion, greater visibility into revenue performance, stronger search and website results, and more effective coordination across Marketing, Sales, Relationship Management and Onboarding.

Requirements

• 10+ Years of Experience in revenue operations, marketing operations, sales operations, or a related role.
• Demonstrated experience implementing and managing a CRM, preferably HubSpot.
• Strong understanding of B2B prospect funnels, lead nurturing, pipeline management, and revenue attribution.
• Experience managing SEO, SEM, digital marketing, or website-development vendors.
• Ability to create reporting frameworks and translate data into practical business recommendations.
• Strong project management skills with the ability to coordinate across multiple teams and priorities.
• Excellent written and verbal communication skills.
• Experience in financial services, fintech, brokerage, clearing, custody or another regulated industry is preferred.
• Comfortable working in a fast-growing environment where strategy and hands-on execution are equally important.

Benefits

• UnitedHealthcare medical coverage (multiple plan tiers, including HDHP options) — company covers 90% of premium costs, effective your first day of employment.
• Dental and Vision included.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Paid Time Off — 20 accrued vacation days/yr, 6 sick days/yr (with carryover), 2 personal days/yr, and 1 volunteering day/yr
• 401(k) with a strong employer match — 100% match on the first 4% of employee contributions, immediately vested