Description

Position Overview The Process Lead is the operational backbone of this operations team. This role owns processes, procedures, training content, and day-to-day task oversight that drives advisor productivity and quality. The Process Lead serves as the hands-on operational expert, ensuring advisors have the tools, knowledge, and support needed to perform at a high level. Core Responsibilities Training Content & SOP Development • Create and maintain all training content, SOPs, and process documentation • Own and maintain the new hire orientation slide deck • Facilitate new hire orientation and ensure consistency across Austin and Raleigh • Own system access and updates on the procedures platform • Support the Team Lead on task and quality standards training • Consult on new hire readiness assessments Task Monitoring & SLA Management • Own daily individual task-level monitoring (boots-on-the-ground) • Provide real-time task support and guidance to advisors • Analyze tas...