Location
Austin, TX, United States
Posted
July 11, 2026
Job Description
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...
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...