Job Summary

• The Operations Management Consultant provides industry leading Distribution support through effective relationship management, proactively identifying needs and solutions for Distribution Partners.
• Key responsibilities include managing inquiries, providing CRM data assistance, communicating with stakeholders, and supporting management on strategic projects.
• Employees are empowered to learn and grow within a flexible, inclusive environment, with opportunities to shape the future of the business.

Matching Summary

Salary

Base: $61,875.00 - $103,125.00 USD; Bonus/Equity: Incentive programs tied to performance; Benefits: Health, dental, vision, disability, life insurance, retirement plans, paid time off

Skills & Requirements

Key Requirements

• At least 2 years of experience supporting sales and distribution teams
• Previous experience in financial services, distribution, or related industries
• Life and Annuities experience preferred
• Familiarity with CRM platforms (e.g., Salesforce) and Microsoft Office
• Understanding of data and ability to provide analysis
• Ability to work in a team environment and with projects
• Strong communication and presentation skills
• Dedication to customers and understanding their needs

Work Rights