Remote FinServ Ops Lead: Compliance & Licensing

Jucebox, LLC.; Mission (KS); Remote; USD 55,000 - 83,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Paid U.S. holidays

Job summary

A progressive company in financial services is seeking a Financial Services Operations Manager to optimize operational functions and compliance systems. In this role, you will manage a small team, ensuring timely execution and high-quality support. You will be responsible for the onboarding, licensing, and compensation processes, aiming to build scalable systems that drive growth. The ideal candidate has experience in financial services operations and is proficient with tools like SureLC and Monday.com. This full-time position supports remote work with competitive compensation.

Qualifications

• Experience in financial services operations, with skills in reconciliations and managing exceptions.
• Proficient in various operational tools like SureLC and Monday.com.
• Ability to communicate effectively and manage escalations.

Responsibilities

• Manage and optimize operational functions in an annuity-focused IMO.
• Build and maintain compliance systems and dashboards.
• Lead and develop a team while ensuring high-quality support.

Skills

Operational expertise

Data-driven accountability

Efficiency optimization

Superior communication

Client-focused service

Resourcefulness

Hungry learner

Stakeholder management

Tools

SureLC

Monday.com

Google Suite

Freshdesk

Zoom

Slack

Job description

A progressive company in financial services is seeking a Financial Services Operations Manager to optimize operational functions and compliance systems. In this role, you will manage a small team, ensuring timely execution and high-quality support. You will be responsible for the onboarding, licensing, and compensation processes, aiming to build scalable systems that drive growth. The ideal candidate has experience in financial services operations and is proficient with tools like SureLC and Monday.com. This full-time position supports remote work with competitive compensation.