Head of Operations & Business Management

Job Title: Director of Operations

Business Unit: Brokers International Financial Services

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.

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.

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. 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.

Participate in high-priority or sensitive case management escalations.

Create, implement, and oversee training, product training, and onboarding programs.

Experience in Life and Annuity insurance industry

Bachelor's degree (B. from four-year College or University plus 6-8 years related experience and or training; Detailed knowledge of Microsoft Office programs

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%

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. 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.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. 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.