Director of Operations

Job Title: Director of Strategy & 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.

BI and it’s subsidiary organizations are 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. Our culture is one of inclusion, diversity of thought 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 Strategy and Operations is accountable for the overall success of operational processes and performance. Working directly with Executives to establish, lead, and maintain company-wide strategies, the role is in a unique space to create change and hold the majority stake and seeing through its’ execution. This role is responsible for defining and implementing sustainable operational policies, programs and experiences for both internal and external stakeholders. This role will work with the Manager of Operations to 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.

As the Director of Strategy and Operations, you will ensure that the organization runs effectively and efficiently, all while maintaining a culture of support, growth and development. Being the driving force to the transformative impact our team is looking to maintain across the industry.

Primary Responsibilities:

• 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.

• 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.

• 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.

• Working 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

• 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.