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Company Name:
Approximate Salary:
Per Year
Milwaukee, Wisconsin
United States
Position type:
Full Time
Experience level:
Entry Level
Education level:
Bachelor's Degree

Annuities and Insurance Operations Manager

Looking for a new challenge and opportunity to contribute to a thriving, global financial services firm? If so, consider the Annuity-Insurance Operations Manager position at a #4 ranked Fortune magazine's 100 Best Companies to Work For.

The Annuity and Insurance Operations Manager leads a team that provides Financial Advisors and Client Specialists with exceptional client service and support over Annuities and Insurance business. In this role, the Annuity-Insurance Operations Manager will apply industry knowledge to respond to FA's and CS's inquiries as well as partner with Baird's product team to mature our existing annuity and insurance business.

As an Annuities and Insurance Operations Manager, you will:
  • Manage the performance, functions and activities of associates within the team.
  • Drive operational planning to ensure that the operating unit is positioned to meet and exceed client needs relative to department activities.
  • Ensure the execution of key Operations initiatives and activities supporting timely delivery of critical business success measurement goals as defined in Operations.
  • Act as a process subject matter expert who identifies opportunities for optimizing business productivity while demonstrating and ensuring data integrity expertise throughout the process.
  • Act as key influencer driving productivity, efficiency and effectiveness initiatives (PE&E).
  • Act as a thought leader who maintains an understanding of the issues on the client's agenda and shares information and key updates with the Operations team.
  • Work closely with their department Senior Manager on team development and resource planning efforts.
  • Partner and actively interact with Operations leadership and technical lead colleagues as a productive and collaborative member of the Operations team.
  • Maintain awareness of industry regulation changes/incidents, and ensure regulatory guidelines and compliance standards are adhered to within Operations.
  • Manage operational relationships with Annuity and Life Insurance Carriers in order to ensure that service is consistent with Baird's business partner standards.
  • Collaborate with Compliance and Marketing Departments in order to ensure proper supervision of sales practices.
  • Ability to learn annuity and life operations, as well as insurance and securities regulations.
What makes this opportunity great?
  • Great opportunity for a new manager that has demonstrated leadership potential.
  • The team has a good mix of new and experienced associates, and there is opportunity to establish new team norms.
  • Compelling careers working side-by-side with the best in the business.
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
What we look for:
  • Bachelor's degree with 3-5 years of relevant experience and a proven track record with demonstrated advancement in leadership roles. Experience should cover multiple functions, preferably within a diversified financial services firm or financial services regulatory body and include extensive knowledge of policies and procedures in the client services business model.
  • Series 7 license required or willing to obtain within 120 days of hire.
  • Strong leadership skills including excellent interpersonal, negotiation and influencing skills leading to trusting relationships with business partners and their leadership team.
  • Will be driven to achieve results, thrive in a fast paced environment and be required to make decisions based on sound judgment with information at hand.
  • The ability to convey issues credibly to internal and external stakeholders is a must.
  • Proven Relationship/Account Management experience.
  • Ability to work with a team and to motivate others.
  • Client-Focused: Consistently delivering high quality service with resilience and resourcefulness.
  • Change agent who is able to work effectively and collaboratively in a team environment and with associates at all levels and in all areas of the firm.
  • Committed with a high level of drive, resilience and enthusiasm.
Who we are:
Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has more than $171 billion in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. Committed to being a great place to work, Baird ranked No. 4 on the Fortune Magazine Top 100 Best Companies to Work For in 2017, its fourteenth consecutive year on the list. To learn more about Baird's culture, click here.