• Serve as operational partner and right-hand to the Head of Services • Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches • Manage scheduling, e-mail campaigns, workload tracking, and demand vs. capacity planning • Support onboarding of new advisors and coaches; continuously improve the onboarding experience • Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible • Maintain and manage the compliance calendar • Build and maintain dashboards that provide accurate, real-time visibility into performance metrics • Identify inefficiencies and implement scalable process improvements