Coaching Program Manager - Financial Services

Start Here (Rock Stars Welcome)

If you love turning big ideas into real programs that run beautifully while delivering deep impact, keep reading. 

Limitless Advisor is a business consulting and coaching company that specializes in ‘high-performance happiness’ helping financial advisors and leaders build wildly successful businesses and lives they love. 

Our clients are entrepreneurs who, which means our programs must be thoughtfully designed, carefully organized, and delivered with excellence. 

Our team is made up of happy, high-performing people who care deeply about their work and their lives. We work remotely, live in different parts of the world, and value freedom, ownership, and results over bureaucracy. 

This role is not about tracking tasks; it’s about executing our coaching programs to deliver deep value, great experiences and positive impact for our clients, partners and team.

We’re looking for someone who thrives taking ideas, bringing structure to them, coordinating the talent and content to make the entire experience run smoothly. 

About Limitless Advisor 

Limitless Advisor helps growth-minded financial advisors build extraordinary businesses. 

Our programs combine mindset mastery, business strategy, and optimal business design, to help advisory firm founders grow faster, lead better, and build wildly successful businesses they love.   

Delivering that experience consistently requires someone who can organize multiple priorities, turn complexity into simplicity and keep important initiatives moving forward on time. 

The Role  

The Coaching Program Manager is responsible for turning the vision of the Limitless coaching programs into organized, well-executed experiences. 

The coaching team develops the frameworks and curriculum. The Program Manager ensures those ideas become clear initiatives, structured programs, coordinated teams, and exceptional member experiences. 

You will help organize the annual coaching calendar, coordinate coaches and guest experts, manage program initiatives and events and manage content development to continuously improve the systems that support optimal program delivery. 

This role sits at the intersection of ideas and execution and is ideal for someone who naturally takes ownership and builds the structure required to make things happen. 

What You’ll Actually Do 

Turn Ideas Into Programs 

• Work with the CEO and coaching team to organize the annual coaching calendar 
• Translate new initiatives and program ideas into clear project plans and timelines 
• Coordinate the launch and delivery of new programs and lessons 
• Ensure key initiatives move forward and reach completion 

Organize the Coaching Experience 

• Coordinate lesson planning, program materials, and learning resources 
• Ensure program content stays aligned across events, sessions, and digital platforms 
• Maintain program organization across learning platforms and the member community 
• Ensure members experience seamless delivery across all program touchpoints 
• Oversee event execution to deliver world-class coaching experience. 

Coordinate Coaches and Speakers 

• Coordinate lesson planning, program materials, and learning resources 
• Facilitate Manage scheduling, preparation, and communication with coaches and guest faculty 
• Facilitate speaker preparation and alignment with program objective 
• Coordinate logistics across coaching sessions and events 

Manage Delivery Systems

• Manage timelines, deliverables, and dependencies across initiatives 
• Organize program systems across Asana, Airtable, and member platforms 
• Improve workflows and systems that support program execution 

Elevate the Member Experience 

• Monitor engagement, feedback, and program outcomes 
• Identify ways to strengthen the member journey and learning experience 
• Maintain the high standards that define the Limitless brand 

What Success Looks Like

• Ideas quickly become structured programs and initiatives 
• Coaches and speakers are organized and prepared 
• Content is developed, processed and delivered on time
• Programs run smoothly and professionally 
• Clients consistently receive meaningful value 
• The Limitless programs grows while maintaining excellence

The Skills Needed 

• 5–7 years of program management, project management, or operational management experience in similar environment 
• Proven ability to manage complex initiatives with multiple moving parts 
• Strong organizational, planning, and problem-solving ability 
• Ability to translate ideas into structured plans and execution 
• Strong communication and collaboration skills 
• Comfort working in a fast-moving entrepreneurial environment 
• Proficiency with tools such as Asana, Airtable, CRM systems, and digital platforms 

Who Thrives Here 

The right person for this role: 

• Has program mgt experience in a financial services and/or coaching environment
• Drawn to organizing, delivering on time and creating truly excellent programs & experiences
• Enjoys organizing complex programs and building structure and process  
• Naturally takes ownership and moves initiatives forward  
• Comfortable working with founders, experts, and strong personalities 
• Balances big-picture thinking with detailed execution 
• Joyful humans who thrive on progress, growth and being a 'Navy Seal' level operator
• Team player willing to roll up their sleeves and GSD
• Effectively balances progress and results with quality and excellence   

Compensation & Benefits 

Limitless values and rewards high-performers who contribute to our client and business success. As a high-growth company, your compensation will match your contribution every step of the way.

For the right Total compensation of $100,000 with base salary $80,000-$95,000 up to 20% bonuses, benefits allowance, flexible-remote schedule, and 4 weeks PTO (to start).  

If you're our 'Special Someone' Don't Wait to Apply - We're Ready for You!

If you have what it takes, please submit your resume, compensation request and short personal video sharing: (1) how your experience fits the role, be specific (2) your #1 superpower and (3) why this role interests you.