Business Development & Operations Manager
San Rafael, CA | Full-Time | In-Office
Must have dependable transportation and be available on the occasional weekend or evening.
Compensation: $23-$27/hour + monthly bonus incentives.
Help Build Something Exceptional; This is not a typical assistant position.
We're looking for an ambitious, organized, relationship-driven professional who wants to become
an integral part of expanding one of Northern California's premier reverse mortgage practices.
As the Business Development & Operations Manager, you will become the operational engine
behind a growing business—helping expand our market presence, strengthen referral relationships, create efficient systems, coordinate and launch marketing initiatives, and deliver an exceptional experience for every referral partner and client.
You'll work directly alongside an experienced Reverse Mortgage Professional whose mission is to
educate seniors, financial professionals, and families about retirement planning through home
equity solutions.
About Mutual of Omaha Mortgage
Mutual of Omaha Mortgage is a Fortune 300 company built on a tradition of integrity, service, and financial strength. We are one of the nation's leading Reverse Mortgage lenders, helping homeowners age 55+ improve retirement through responsible home equity solutions.
Your Mission
Help expand the business. You'll become the trusted partner responsible for keeping operations running smoothly while expanding our visibility throughout the community and managing event and social media marketing.
Primary Responsibilities:
Business Development & Growth
- Coordinate speaking engagements and workshops
- Manage referral relationships with financial advisors, CPAs, estate planning attorneys, REALTORS®, trust officers and senior care professionals
- Coordinate networking events and community outreach
- Manage strategic marketing initiatives with other professionals
Marketing & Brand Management
- Manage marketing calendar
- Coordinate email campaigns, newsletters, social media and print marketing
- Create presentations and educational materials
- Ensure branding and compliance consistency
CRM & Client Relationship Management
- Own CRM accuracy and outreach
- Build automated follow-up campaigns
- Track marketing effectiveness
- Produce reports and pipeline updates
Executive & Operations Management
- Manage calendar and workflow
- Build and implement systems and checklists
- Manage projects independently
- Improve efficiency
Client Experience
- Answer calls professionally
- Coordinate appointments and client communications
- Assist with proposals, setting follow up appointments via phone, Zoom, in-person and with the client’s family of advisors, collect documentation and track loan milestones
Event Coordination
- Plan seminars, webinars, client events and networking events + follow up after each event.
- Secure podcast guest appearances, press releases, co-marketing opportunities.
The Person We're Looking For
Someone who takes ownership, follows through, builds organization, thinks ahead, communicates
professionally, demonstrates strong critical thinking skills, adapts quickly, enjoys helping others succeed, and thinks like a business owner—not just an employee.
Qualifications
- 2+ years in mortgage, banking, real estate, financial services, executive support, marketing, business development or operations.
- CRM experience, Microsoft Office proficiency, strong communication, organization and project management skills.
- Canva and event planning experience preferred.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- 401K with a generous employer match
- Free Legal Services
- Employee Loan Program
Skills Required
- 2+ years of experience in mortgage, banking, real estate, financial services, executive support, marketing, business development, or operations
- CRM experience
- Microsoft Office proficiency
- Strong communication skills
- Strong organizational skills
- Project management skills
- Dependable transportation
- Availability for occasional weekends or evenings
- Canva experience
- Event planning experience
Mutual of Omaha Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.
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Retirement Support — Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
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Flexible Benefits — Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
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Fair & Transparent Compensation — Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.
Mutual of Omaha Insights
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
