Director of Operations, Urbandale

Director of Operations

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Job Title: Director of Operations

Business Unit: Brokers International Financial Services

Location: Urbandale, IA

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation's largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

Under the leadership of President Mark Williams, BI is making significant investments in talent, operations, sales and marketing capabilities, and digital platforms in order to step-change its ability to drive accelerated growth as a strategic partner.

BI's culture is one of inclusion and passionate teamwork. You will be surrounded by individuals that are passionate about our company, our brand, the level of support we provide our partners, and working as one integrated team. Our core values are Teamwork, Work Ethic, Integrity, and Customer Service. If you are up for the challenge, come join us and be part of taking BI on a new journey of accelerated growth and success.

Job Summary

The Director of Operations is accountable for the overall success of operational processes and performance. This role is responsible for building and executing a sustainable operations program and advisor experience. This role will oversee the day-to-day activities of the back and middle office including Financial Advisor onboarding, systems administration, billing/commissions, money desk, and vendor management of outsourced services/systems.

In addition, this role will Lead firm's trade supervision efforts ensuring timely and efficient review process and adherence to the applicable compliance policies and standards, laws and regulations.

Primary Responsibilities:

Create, monitor, and report performance metrics ensuring company goals and standards are met by monitoring progress regularly.
Partner with department leaders, third-party vendors, financial professionals, to make decisions regarding operational activity and strategic goals
Lead back and middle office operations including implementing policies, procedures, controls; overseeing day-to-day operations; and ensuring systems/processes are meeting the business needs of the Financial Advisors.
Lead Advisor onboarding initiatives including adding Financial Advisors, moving client accounts including history, reconciling data and training. Coordinate and communicate activities and status to appropriate leadership.
Create and supervise systems administration of the Financial Advisor systems platform including full life cycle from prospect to client. Build a hybrid model of insourced and outsourced services including user onboarding, user support, client account migration and support, data reconciliation, systems support and client reporting.
Oversee change management and work process design/improvement efforts and system enhancements. Look to constantly improve business processes through automation and process redesign. Be the thought-leader and advocate for innovation to transform the way BIFS supports and interacts with business partners.
Develop both short- and long-term strategies, aligned with company objectives, to achieve department and company goals.
Work closely with team members, as well as advisors, product distributors, heads of distribution, and company executives. Participate in high-priority or sensitive case management escalations.
Create, implement, and oversee training, product training, and onboarding programs.

Primary Skills & Requirements:

Experience in Life and Annuity insurance industry
Bachelor's degree (B. A.) from four-year College or University plus 6-8 years related experience and or training; or equivalent combination of education and experience.
Series 6 or 7 and 65 or 66 Required
Detailed knowledge of Microsoft Office programs
Excellent presentation skills with the ability to clearly communicate complex, detailed and sensitive information
Ability to multitask and manage multiple projects simultaneously
Prior management, Registered Investment Advisor and Broker Dealer experience required. Life Insurance and Annuity experience required.
Experience with Microsoft Dynamics preferred
Travel up to 25%

About Integrity

Integrity is one of the nation's leading independent distributors of life, health, and wealth insurance products. With a strong Insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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Location:: Urbandale

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