Operations Manager

We are seeking a highly experienced Operations Manager / Senior Manager with a strong Life Insurance and Annuity background to lead teams, drive service excellence, and manage complex financial operations within a fast-paced environment.

Key Responsibilities:

Lead and manage team leads and associates supporting Life Insurance and Annuity operations

Drive performance through goal setting, feedback, and formal performance reviews

Own daily operational delivery, SLAs, quality, and risk controls for financial transactions

Act as the escalation point for complex client, agent, and distributor issues

Partner with IT, Compliance, Product, and Operations to improve systems and workflows

Identify risks and implement process improvements to enhance accuracy and efficiency

Required Qualifications

Bachelor’s degree with 7+ years of relevant experience, or 10+ years of combined financial services experience

2+ years of people management experience in a financial services environment

Strong Life Insurance and Annuity operations experience (required)

Solid financial domain knowledge, including regulations and transactional risk management

Hands-on experience with redemptions, exchanges, RMDs, systematics, and complex service transactions

Experience across annuity administration, life insurance administration, new business, or customer service

Excellent leadership, communication, and decision-making skills