Sr. Operations Manager
Are you a process-oriented operations leader with a passion for building and managing efficient processes? Do you thrive in fast-paced environments and enjoy working with internal partners and clients alike? If so, this could be the exact opportunity you are seeking in your next career move.
About Us
We are a rapidly-growing fintech startup on a mission to help financial advisors better secure the financial futures of their clients. We focus on delivering financial products that advisors can't easily access today through easy-to-use technology. We work with over 800 RIAs around Annuities.
About You
You are a strategic thinker with deep knowledge of insurance agency operations. You excel at building out procedures from the ground up and can provide clear direction while managing competing priorities. You are self-motivated, an excellent communicator, and love identifying and solving problems. You are excited to join a small team at a fast-paced startup and are always willing to roll up your sleeves.
About the Role
We're looking for a Senior Operations Manager to help build out the new and existing capabilities of our annuities offering. You will collaborate with various teams to design, refine, implement, and manage operational workflows and processes for the insurance agency. You will ensure we deliver best-in-class service to our end clients, RIAs, and carrier partners.
Key Responsibilities
* Manage insurance agency operations
* Design and implement operational workflows for annuity transactions
* Collaborate with insurance carriers to understand and meet operational requirements
* Foster relationships with key operations contacts at RIA firms and insurance carriers
* Track and report key metrics and performance indicators
Minimum Qualifications
* Bachelor's degree
* 5+ years of relevant work experience in operations in insurance
* Deep knowledge of various annuity products
* Proven track record in operations and process improvement
Preferred Qualifications
* Existing relationships with major insurance carriers and/or RIAs
* Experience in a startup environment
Compensation
* Competitive base salary range: $100,000 - $125,000 plus bonus
* Comprehensive benefits package
