ANNUITY OPERATIONS MANAGER

AYCO Company, L.P. - Posted on: Tuesday 03/04/14

Description

- Oversee the day-to-day business operations and management of the annuity back office
- Assign resources in support of daily workflow
- Prepare various reports and presentations
- Recommend and implement process changes to improve services and systems
- Provide guidance and mentor less tenured associates
- Manage new technology enhancements into infrastructure while ensuring all business and regulatory objectives are satisfied

Qualifications

- Bachelor’s degree with concentration in Business, Finance or Accounting or equivalent experience

- Three years management experience in a FINRA or SEC regulated environment.

- MBA, JD or CFP preferred.

- Successful completion of Series 7 and 63 securities licenses within 12 months of hire, if not currently licensed.

- Excellent client service, quality, teamwork, project management, and management skills.

- Detail-oriented, self-motivated, possess strong leadership and organizational skills, and be capable of working in a team environment.

- Proficient computer skills, including MS Office and Windows environment.

- Superior communication and writing skills. Must possess the ability to interact with all levels of management, peers, staff, and clients.

- Must be able to handle multiple tasks in a constantly changing work environment.

Related Links

Interested applicants should submit resume, cover letter noting position of interest, and salary requirements via e-mail to hresources@ayco.com.