This position is with New Frontier Advisors (NFA). Aeviya is supporting NFA’s hiring process and hosting the application/interview experience.
ABOUT NEW FRONTIER
New Frontier Advisors is a quantitative investment research and technology firm that has spent more than 25 years advancing the science of portfolio construction and portfolio optimization. The firm’s proprietary Michaud Optimization™ methodology and portfolio construction technology have been used by institutions, wealth managers, and advisors to build more diversified, objective-driven portfolios under real-world uncertainty.
Today, New Frontier is entering its next phase of growth through FrontierOne — a next-generation portfolio decisioning and investment management platform designed to help advisors and institutions deliver personalized, tax-aware, institutional-quality portfolio solutions at scale.
Our mission is to bring sophisticated portfolio construction, optimization, and investment decisioning into intuitive advisor workflows that improve investor outcomes and modernize the wealth management experience.
This is a pivotal transformation period for the firm as we evolve from a traditional investment manager into a modern investment technology and platform company.
THE OPPORTUNITY
New Frontier is seeking a highly organized, analytical, and systems-oriented Revenue Operations Manager to help build and scale the operational infrastructure that powers our Engagement & Growth organization.
This role sits at the intersection of marketing, sales, advisor engagement, onboarding, data management, and executive reporting. The Revenue Operations Manager will be responsible for ensuring that the firm’s revenue engine — from prospect engagement through advisor onboarding and ongoing relationship management — operates with clarity, consistency, measurable accountability, and scalability.
This is not simply a marketing operations role. It is a strategic operational role designed to help New Frontier scale its platform business and support the launch and growth of FrontierOne.
The ideal candidate combines strong operational discipline with systems thinking, analytical rigor, process design capability, and an interest in financial technology, wealth management, and enterprise platform growth.
This individual will play a critical role in helping leadership understand what is working across the funnel, where operational friction exists, and how to continuously improve execution across the client acquisition and onboarding lifecycle.
KEY RESPONSIBILITIES
Revenue Operations & Pipeline Management
• Own and manage the operational infrastructure supporting the Engagement & Growth organization.
• Maintain and improve CRM architecture, workflows, pipeline stages, lifecycle definitions, and reporting.
• Establish consistent pipeline governance, opportunity tracking, forecasting, and funnel reporting.
• Build executive dashboards and KPI reporting for leadership visibility across revenue generation activities.
• Ensure clean data management and integrity across systems and reporting environments.
• Support territory, account, contact, and segmentation management.
CRM & Systems Administration
• Serve as primary administrator for HubSpot and related revenue operations systems.
• Design and maintain workflows, automation, lead routing, attribution tracking, and integrations.
• Help define the firm’s future revenue technology stack as FrontierOne scales.
• Coordinate system enhancements and process improvements across departments.
• Maintain documentation, operational standards, and internal process workflows.
Marketing Operations
• Support execution and measurement of marketing campaigns, advisor outreach initiatives, webinars, roadshows, conferences, and events.
• Manage campaign tracking, attribution reporting, lead scoring, and marketing analytics.
• Coordinate operational support for the firm’s annual client conference and industry events.
• Assist with email marketing operations, audience segmentation, and campaign workflows.
• Help improve visibility into marketing ROI and engagement metrics.
Sales & Advisor Engagement Support
• Support the enterprise sales and advisor engagement process through operational coordination and reporting.
• Assist with proposal workflows, follow-up processes, meeting tracking, and advisor engagement activities.
• Help improve sales process consistency and operational scalability.
• Support onboarding coordination and advisor lifecycle tracking.
• Work closely with leadership to identify operational bottlenecks and process improvement opportunities.
Data, Analytics & Executive Reporting
• Translate operational and funnel data into actionable business insights.
• Develop dashboards, reporting frameworks, and KPI scorecards for executive leadership.
• Monitor conversion rates, engagement metrics, onboarding progress, and platform adoption trends.
• Identify areas of operational inefficiency, leakage, or execution risk.
• Help leadership make data-informed decisions regarding growth strategy and operational priorities.
QUALIFICATIONS
• 5+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Operations, or a related operational role.
• Experience supporting B2B SaaS, fintech, wealth management, asset management, or enterprise platform businesses preferred.
• Strong hands-on experience with CRM systems, particularly HubSpot.
• Experience building reporting frameworks, dashboards, pipeline analytics, and operational workflows.
• Strong analytical, organizational, and process management skills.
• Ability to operate in a fast-moving, evolving environment with ambiguity and changing priorities.
• Strong written and verbal communication skills.
• High attention to detail and operational discipline.
• Experience supporting executive teams and cross-functional initiatives preferred.
• Familiarity with financial services, investment management, or wealth technology is strongly preferred.
Characteristics We Value
• Builder mentality with strong ownership instincts.
• Systems thinker who can connect workflows across teams.
• Process-oriented without becoming bureaucratic.
• Comfortable balancing strategy and execution.
• Naturally collaborative and highly responsive.
• Intellectually curious with a desire to continuously improve.
• Strong sense of accountability and follow-through.
• Professional maturity and discretion when working with executive leadership.
Why This Role Matters
New Frontier is at an inflection point.
As the firm transitions from its current business model into a scalable investment technology platform company, operational excellence becomes a strategic advantage.
The Revenue Operations Manager will help build the infrastructure, discipline, reporting, and operational coordination necessary to scale advisor engagement, platform adoption, and enterprise growth.
This role will directly influence how efficiently New Frontier grows, how effectively teams operate together, and how leadership measures progress during one of the most important transformation periods in the firm’s history.
Benefits & Perks
• Competitive compensation package.
• Performance-based incentive opportunities.
• Health benefits.
• 401(k) participation.
• Opportunity to work directly with executive leadership.
• Exposure to innovative investment technology and wealth management transformation.
• Meaningful role in building a next-generation wealthtech platform.
New Frontier Advisors is an equal opportunity employer committed to fostering a collaborative, innovative, and inclusive workplace environment. We value diverse perspectives, backgrounds, and experiences that strengthen our team and our mission.
