Nicole Bittner

Nicole leads Modern Wealth’s regional office strategy and enterprise operating model across the firm’s national footprint. In this role, she oversees both the Regional Operations and Office Integration functions, driving consistency, scalability, and operational excellence across all offices. She also serves as the on-site General Manager for Modern Wealth’s Growth and Operations Hub in Mesa, Arizona. 

Nicole is responsible for the full lifecycle integration of new offices, establishing standardized operating frameworks, governance, and execution models that enable seamless onboarding, rapid stabilization, and long-term performance. Through her leadership of regional operations, she ensures alignment across teams, strengthens cross-functional collaboration, and builds infrastructure that supports sustainable growth at scale. 

Previously, Nicole served as Head of Growth Operations at Modern Wealth, where she owned the firm’s organic growth channels and delivered qualified prospects to advisory teams nationwide. 

Prior to joining Modern Wealth, Nicole was Vice President of Strategic Partnerships and Commercial Engagement at Goldman Sachs, where she led advisor partnership strategy, enabling effective lead generation, client conversion, and pipeline management across a national advisor network. 

Nicole holds an MBA from the Southern Methodist University Cox School of Business and a bachelor’s degree in marketing and management from Northeastern University. She has also completed executive education through Harvard University, earning a Certificate in Power and Influence for Positive Impact.