As a dedicated Financial Institutions Relationship Manager Lead , you will manage, nurture, and grow USAA’s external annuity distribution relationships and serves as the primary relationship contact for distributors. Responsible for the overall strategy, product, process, development prioritization, issue management, escalation, and business planning for external party distribution firms. Objectives may include new distributor onboarding, training, call center management, post issue servicing, licensing, and appointment, and/or claims processing.
This role can work remotely in the continental U.S. with occasional business travel OR we offer a flexible work environment that requires an individual to be in the office 4 days per week can be based in San Antonio, TX, Tampa, FL., Phoenix, AZ., Plano, TX or Colorado Springs, CO. campuses. Relocation assistance is not available for this position.
What you'll do:
Executes on business plans to meet key activity, sales and operational performance metrics and service level agreements.
Leads periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop sales and operational efficiencies.
Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.
Responsible for timely and appropriate resolution of issues, exceptions and escalations from key distributor and service providers.
Coordinates and facilitates back office and internal affiliate training and marketing as needed.
Maintains extensive working knowledge of industry trends and each distributor including sales, products, sales penetration, and strategic initiatives, to expand and deepen relationships.
Provides direction and prioritization decisions to the program team for project development and delivery.
Accountable for the successful onboarding and implementation of new financial institution distributor firms, technology platform providers, and service providers.
Supports the strategic development, ongoing refinement, and execution of program and project development and delivery.
Identifies opportunities to document and drive improvements to processes. Develops functional policies, procedures, and guidelines.
Identifies and manages business operational controls to ensure adherence to appropriate risk level.
Partners with internal control groups to manage sales and operational controls and oversight of the distributor to ensure adherence to appropriate risk and compliance controls.
Serves as a peer mentor and on-the-job trainer for other team members.
Serves as a team lead and may be a director proxy as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years of experience without bachelor’s degree)
8 years of experience in annuity product sales, relationship management, and/or annuity operations.
4 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms.
Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.
Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.
Experience with annuity technology platforms to include Ebix’s AN4, DTCC, Hexure, or Cannex.
Accountability for complex tasks and/or projects required.
Excellent issue resolution and follow-up skills.
Strong written communication skills.
Subject-matter-expert knowledge of project management and prioritization skills.
Self-motivated individual possessing the ability to work as part of a team in a fast-paced environment.
30% travel required.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
8 or more years of experience in Annuity operations, service and/or relationship management experience
5 or more years of experience supporting annuity business processes for broker dealer firms.
5 years of experience working with Insurance Carriers retail distribution of annuity products
Experience with Identifying and managing operational and service risk and controls that stem from business activities.
Experience working with Annuity Net, Firelight and DTCC Systems
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning, and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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