Job Description
We are dedicated to helping individuals achieve financial security, especially those who have served our country. While not every team member has a military background, we all share a deep commitment to supporting those who do. Join us in creating an exceptional experience that truly makes a difference.
The Opportunity
We are looking for a Director, Retirement Income to lead a team of specialists who provide guidance on annuities and other retirement income products. In this role, you will oversee multiple teams focused on delivering tailored financial solutions while ensuring compliance with policies, procedures, and regulatory requirements. Additionally, you will work to enhance operational efficiency, improve member acquisition efforts, and drive continuous process improvements.
This is a hybrid role requiring four days per week in the office. Eligible locations include San Antonio, TX; Phoenix, AZ; Tampa, FL; Colorado Springs, CO; and Plano, TX. Relocation assistance is not available for this position.
What You'll Do:
Lead and develop a team of Retirement Managers, Sales/Solutions Consultants, and Process Owners to enhance coaching effectiveness and operational success.
Design and implement strategic initiatives to improve retirement income processes and member services.
Analyze workflows, integrate resources, and implement operational changes to boost efficiency.
Develop and execute continuous improvement plans to enhance productivity and service quality.
Ensure compliance with industry regulations and organizational policies.
Oversee specific programs, projects, and initiatives related to retirement income.
Act as a securities principal, supporting research and documentation for regulatory audits and inquiries.
Identify and mitigate business risks in accordance with risk and compliance guidelines.
What You Bring:
Bachelor's degree OR four additional years of relevant experience in lieu of a degree (total of 12 years without a degree).
Ability to obtain a Life/Health license and necessary carrier appointments within 90 days of hire.
Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), or ability to obtain within 90 days.
At least eight years of experience in financial services operations, including process improvement and business analysis.
Four or more years of leadership experience, including coaching, development, and team management.
Strong knowledge of financial products and services related to life insurance, health insurance, or retirement income.
What Sets You Apart:
Military experience or experience as a military spouse/domestic partner.
Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53).
Active Life and Health (Group 1) license.
MBA or a master's degree in finance or business-related field.
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
10+ years of experience in retirement planning and annuities.
Five or more years of experience leading investment advisors in a direct distribution channel.
Three or more years of experience leading other managers.
Retirement Income Certified Professional (RICP) designation.
Experience managing a team of investment advisors in a call center environment.
Compensation & Benefits:
Competitive salary range: $114,080 - $218,030 (varies by location and experience).
Performance-based incentives.
Comprehensive benefits package including medical, dental, vision, 401(k), pension, life insurance, parental leave, adoption assistance, and paid time off.
Professional development and continuing education support.
Paid volunteer hours to give back to the community.
Apply Today!
This position is open until filled, so we encourage interested candidates to apply as soon as possible. We are committed to providing equal employment opportunities and welcome applicants from all backgrounds.
Employment Type: Full-Time
Salary: $ 114,000.00 218,000.00 Per Year
Job Tags
Full time, Immediate start, Relocation package,