Hiring: Financial Services Operations Manager

Role: Mission, Outcomes, Competencies, Requirements

Be sure to read more about the position below, then click to apply

Your mission:

Your mission is to manage and continuously optimize the operational backbone of an annuity-focused Independent Marketing Organization (IMO). You will take full ownership of the contracting, licensing, compliance, and compensation functions to ensure process integrity, system reliability, and timely execution. The goal is to build scalable systems that support consistent business growth and operational excellence.

Outcomes:

Success in this role will be measured by your ability to achieve specific, tangible results. The following objectives represent the key milestones and performance indicators you are expected to deliver, driving significant improvements in efficiency, compliance, and system integrity.

Transition Full Operational Ownership: Within 60 days, take over 100% of agent onboarding, licensing, and contracting from executive leadership, independently running all weekly compliance calls and establishing clear Service Level Agreements (SLAs).

Build a Robust Compliance System: Launch and maintain a central compliance dashboard with over 90% data accuracy, proactively tracking and remediating agent license, Continuing Education (CE), and Anti-Money Laundering (AML) statuses.

Ensure Compensation Accuracy: Implement a comprehensive audit process for all compensation tiers, document the logic for all payment structures, and collaborate with the Analytics team to track and resolve all compensation-related issues.

Optimize Systems and Workflows: Map all operational workflows, identify and eliminate bottlenecks in the SureLC-to-carrier pipeline, and deploy automations using Monday.com to improve efficiency.

Lead and Develop the Team: Manage, coach, and train two direct reports (Contracting & Licensing Specialists), fostering collaboration with the New Business and Data teams and maintaining up-to-date process documentation.

Deliver High-Quality Support: Serve as the primary escalation point for agent and carrier inquiries, ensuring a positive experience and achieving excellent feedback.

Competencies:

To achieve the mission and deliver on the expected outcomes, you must embody a unique blend of operational expertise and core values. The following competencies are essential to your success, reflecting how you approach problems, collaborate with others, and drive results.

Data-Driven Accountability: You design, track, and improve operational performance using clear metrics such as SLA compliance, onboarding speed, and issue resolution rates.

Efficiency Driver: You are skilled at optimizing tools like SureLC and Monday.com to eliminate manual work, resolve bottlenecks, and streamline workflows.

Superior Communication: You maintain transparent documentation and SOPs, lead clear Zoom calls, and manage escalations effectively via Freshdesk and Slack.

Client-Focused Service: You understand that internal teams are also clients and build systems that prioritize their clarity, experience, and success.

Resourcefulness: You navigate complex licensing, compliance, or compensation issues by seeking creative and compliant solutions without waiting for direction.

Hungry Learner: You actively study annuity products, IMO structures, and industry compliance trends to lead with authority.

Stakeholder Management: You can confidently interact with agents and carriers, owning escalations and providing crisp, clear updates.

Requirements:

The ideal candidate will meet a specific set of professional and technical qualifications. This section outlines the essential background experience, tool proficiency, and logistical details required to be considered for this role.

Experience: You must have experience in financial services operations (such as insurance, mortgage, RIA/BD, or credentialing), with a specific talent for reconciliations and managing exceptions.

Tools: Proficiency with SureLC, Monday.com, Google Suite (Sheets, Docs, Drive), Freshdesk, Zoom, and Slack.

Logistics:

Location: Remote.

Schedule: Full-time, 9 am - 5 pm US Central Time.

Compensation: Hourly, with time tracked via Hubstaff and paid bi-weekly in USD.

Benefits: Paid Time Off (PTO) and paid U.S. holidays.

Travel: May be required to travel to the U.S. for team meetings 1–2 times per year.

Team Structure: You will report to executive leadership and manage a team of two specialists.

Quiet home office

Reliable, fast internet connection with a modern computer

Computer:

Less than 3 years old

With high quality video camera for meetings

With high quality audio for communication and meetings

High speed internet with average speeds above 25 MB/s or higher

Does this sound like the perfect role for you?

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