Growth Strategy Operations Lead

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

Growth Strategy Operations Lead

The Growth Strategy Operations Lead serves as the operational backbone of CIA’s Growth organization. Reporting directly to the Head of Growth, this role is responsible for keeping the organization aligned, on track, and executing against its strategic priorities. The Growth Strategy Operations Lead will function as a high-level project manager across the Growth org, ensuring that initiatives move forward with clarity, accountability, and pace.

A critical component of this role is partnering with the leaders of CIA’s new and emerging business lines to help stand up their operations. From building out processes and tracking milestones to coordinating cross-functional resources and removing roadblocks, the Growth Strategy Operations Lead will be instrumental in translating strategic vision into operational reality.

The ideal candidate is exceptionally organized, proactive, and thrives in a fast-paced environment where priorities shift and new challenges emerge regularly. They are a natural communicator who can operate across all levels of the organization bringing structure without bureaucracy and moving with urgency without sacrificing quality.

Core Responsibilities:

• Own the operational rhythm of the Growth organization, including meeting cadences, agenda setting, action item tracking, and follow-through on key decisions.
• Develop and maintain project plans, timelines, and status reporting across all Growth initiatives to ensure visibility and accountability at every level.
• Identify bottlenecks, dependencies, and risks across workstreams and proactively drive resolution to keep initiatives on track.

• Partner directly with new business line leads to define operational frameworks, build launch plans, and establish the processes needed to scale effectively.
• Coordinate cross-functional resources—including finance, compliance, operations, and technology—to support the standup of new business units.
• Track milestones and deliverables for new business lines, ensuring leaders have the support and accountability structures needed to hit targets.

• Support the Head of Growth in developing and maintaining the Growth organization’s strategic plan, including headcount planning, budgeting, and goal setting.
• Prepare executive-level presentations, reports, and briefing materials that communicate organizational progress, key metrics, and strategic recommendations.
• Monitor and report on key performance indicators across the Growth organization, surfacing insights and flagging areas requiring attention.

• Act as a liaison between the Head of Growth and internal stakeholders, ensuring clear and consistent communication of priorities, decisions, and expectations.
• Build strong working relationships across the firm to facilitate collaboration and ensure the Growth team has the support it needs from other functions.

Skills & Qualifications: 

• Bachelor’s degree required
• 5+ years of experience in project management, operations, consulting, or a chief of staff capacity, preferably within financial services or a high-growth environment.
• Exceptional organizational skills with a demonstrated ability to manage multiple complex workstreams simultaneously without dropping the ball.
• Strong project management acumen, including experience with project planning tools, status reporting frameworks, and milestone tracking.
• Outstanding written and verbal communication skills, with the ability to prepare executive-level materials and present with confidence.
• High emotional intelligence and the ability to navigate complex organizational dynamics with professionalism and discretion.
• Proactive problem-solver who anticipates needs, identifies risks early, and drives resolution independently.
• Comfortable operating in ambiguity and adapting quickly as priorities evolve in a fast-paced environment.
• High proficiency in PowerPoint, Excel, and project management tools (e.g., Asana, Monday.com, or similar).
• Self-directed with a strong sense of ownership and accountability.
• Committed to a culture of compliance.
• Exhibits the Capital Investment Advisors five Core Values in everything they do.

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.  Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.