Director of Operations

7 days ago

Urbandale, Iowa, United States Integrity Marketing Group Full time
Job Title: Director of Strategy & Operations

Company Overview:

At Integrity Marketing Group, we are committed to helping people protect their life, health, and wealth so they can prepare for the good days ahead. We are a leading independent distributor of life, health, and wealth insurance products, with a strong Insurtech focus and a singular purpose to make a positive impact on our customers' lives.

Job Summary:

The Director of Strategy and Operations will play a critical role in driving the success of our organization by leading the development and implementation of strategic plans and operational processes. This individual will work closely with our executives to establish and maintain company-wide strategies, and will be responsible for defining and implementing sustainable operational policies, programs, and experiences for both internal and external stakeholders.

Key Responsibilities:

  • Lead Advisor onboarding initiatives, including adding Financial Advisors, moving client accounts, reconciling data, and training.
  • Create and supervise systems administration of the Financial Advisor systems platform, including full life cycle from prospect to client.
  • Lead back and middle office operations, including implementing policies, procedures, controls, overseeing day-to-day operations, and ensuring systems/processes meet the business needs of the Financial Advisors.
  • Oversee change management and work process design/improvement efforts and system enhancements.
  • Work with HR and Executives to create, implement, and oversee product training and onboarding programs, ensuring prepared and competent personnel and team function.
  • Create, monitor, and report performance metrics, ensuring company goals and standards are met by monitoring progress regularly.
  • Develop both short and long-term strategies, aligned with company objectives, to achieve department and company goals.
  • Partner with department leaders, third-party vendors, financial professionals, to make decisions regarding operational activity and strategic goals.


Requirements:

  • Bachelor's Degree (B.A. or B.S.) from four-year College or University; four to five years of relevant experience, and/or combination of education and experience.
  • Experience in Life and Annuity insurance industry.
  • Series 6 or 7 and 65 or 66 Required.
  • Prior management, Registered Investment Advisor, and Broker Dealer experience required. Life Insurance and Annuity experience required.
  • Experience with Microsoft Dynamics preferred.
  • Superior knowledge of industry regulations and operational guidelines.
  • 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.
  • Travel up to 25%.


About Integrity:

Integrity is a hyper-growth company with tons of professional opportunities for you to accelerate your career. We offer 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. Our 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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