Growth Systems Manager

The Growth Systems Manager will help build, organize, and scale the systems that support advisor growth, marketing execution, recruiting funnels, CRM workflows, automation, and lead management across the company.

You will work directly with leadership to improve how marketing, lead flow, advisor adoption, follow-up systems, and growth initiatives operate across the organization.

This role is highly execution-focused.

You do not need to come from financial services specifically, but you must be highly organized, tech-savvy, adaptable, and comfortable operating in a fast-moving entrepreneurial environment.

WHAT YOU WILL DO

Growth Systems & CRM

• Lead implementation and optimization of CRM systems (GoHighLevel and related tools)
• Build workflows, automations, pipelines, and follow-up systems
• Improve advisor adoption and system usage across the company
• Help organize lead flow, reporting, and communication systems

Marketing & Funnel Execution

• Support execution of company marketing initiatives and growth campaigns
• Coordinate with external vendors including SEO, web, automation, CRM, and lead providers
• Help improve lead conversion, appointment show rates, and advisor follow-up consistency
• Track campaign effectiveness and operational bottlenecks

Reporting & Performance Tracking

• Build dashboards tracking lead flow, appointments, conversion, and production metrics
• Identify gaps, inefficiencies, and opportunities for improvement
• Help leadership gain visibility into growth performance across the company

Field Enablement

• Support advisors with onboarding into systems and growth programs
• Create simple playbooks, SOPs, and training resources
• Help drive consistency and accountability throughout the organization

Social & Content Coordination

• Assist with execution and organization of company social media and content systems
• Coordinate content scheduling, distribution, and platform consistency
• Work with leadership and advisors to help capture and organize marketing content

Do you have experience in Vendor management?, Someone who enjoys creating systems, improving execution, solving operational problems, leveraging technology, and helping a sales organization grow faster and more efficiently., * Thinks entrepreneurially

• Likes solving problems and building systems
• Is highly organized and execution-oriented
• Enjoys technology, automation, CRM systems, and operational improvement
• Can operate in fast-moving environments without needing excessive structure
• Is comfortable working directly with leadership
• Wants long-term growth opportunity inside a scaling company

PREFERRED EXPERIENCE

• Experience with CRM systems such as GoHighLevel, HubSpot, Salesforce, or similar platforms
• Experience with marketing systems, automations, or sales operations
• Strong project management and organizational skills
• Experience coordinating vendors and multiple moving parts
• Familiarity with digital marketing, funnels, lead management, or sales environments is a plus
• Experience inside entrepreneurial, sales-driven, or growth-focused organizations is highly preferred

Pulled from the full job description

• Health insurance
• Retirement plan
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance, * Base Salary: $90,000
• Performance-based bonus opportunities tied to growth, execution, and operational performance
• Long-term growth opportunity as the company scales

WHY JOIN RISE NORTH CAPITAL

This role sits near the center of the company's growth engine.

You will help build the systems that support advisor growth, client acquisition, recruiting expansion, and operational scalability.

You will not be buried in layers of corporate bureaucracy.

You will have the opportunity to build, influence, execute, and grow alongside a rapidly expanding organization.

LOCATION REQUIREMENT This is a full-time, in-office role based in Braintree, Massachusetts.

Pay: From $90,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Rise North Capital is a fast-growing financial services and leadership development firm helping individuals, families, and business owners build stronger financial futures. We are building something bigger than a traditional financial firm. Our mission is to build a transformation company that develops people personally, professionally, and financially while helping our advisors build scalable businesses through financial advice.