Top Tech Jobs & Startup Jobs

Develops consumer lead-generation and business-development strategies for financial advisors. Builds scalable systems for lead capture, nurturing, appointments, conversion, CRM, marketing automation, and reporting. Coaches advisors and teams on prospecting, sales, networking, and client acquisition; delivers presentations, workshops, seminars, and training. Establishes partnerships, evaluates infrastructure, improves workflows, and identifies AI and automation opportunities to support growth and measure ROI.

Develops and executes regional sales strategies for insurance products, recruits and retains independent agents, builds broker, carrier, and medical group relationships, grows territory sales, conducts recruiting and training seminars, manages marketing investments, tracks agent interactions, and meets monthly sales goals. Requires extensive travel, strong communication and presentation skills, organizational ability, and physical capacity to lift up to 40 pounds.

Develop and execute sales strategies for annuity products, expand relationships with wholesale groups and agents, activate new partners, and increase production. Provide presale support, complex case design assistance, product illustrations, licensing materials, and guidance on internal systems and E-APP adoption. Promote sales concepts, mentor Sales Support staff, and collaborate with contracting, commissions, and operations teams. The role requires insurance sales experience, an Iowa Insurance License, a valid driver license, and up to 10% travel.

Leads enterprise technology strategy, infrastructure, applications, cybersecurity, data, cloud services, digital transformation, governance, risk management, and technology investments. Oversees enterprise systems, architecture, integrations, budgets, vendors, operational reliability, compliance, business continuity, and disaster recovery. Partners with executive leadership to align technology with business growth while leading and developing senior technology teams.

Advises prospective and producing wealth advisors on investment product selection, advisory conversion, alternatives, annuities, insurance, and product mix. Runs competitive shelf comparisons, supports product governance and shelf reviews, channels advisor feedback into strategy, develops product playbooks, and ensures product mapping during transitions. Success is measured through advisory conversion, household cross-sell, alternatives allocation, and timely mapping delivery.

Build and manage AI agents, prompts, workflows, and automations supporting marketing campaigns, sales enablement, lead scoring, competitive analysis, and collateral creation. Analyze Salesforce, Marketing Cloud, web analytics, and related data to create dashboards and actionable performance insights. Serve as the AI platform subject-matter expert, evaluate emerging LLM capabilities, document best practices, and collaborate with marketing, sales, and web development teams.

Owns the architecture, roadmap, integrations, configuration, and operational support of Oracle EPM Cloud platforms including EPBCS, FCCS, ARCS, and EDMCS. Builds business rules, scripts, workflows, dashboards, and data pipelines; manages MSP performance, concurrent implementation projects, platform enhancements, and incident escalation. Partners with finance and IT leadership, translates business requirements into technical solutions, oversees internal and external teams, and ensures platform scalability, governance, controls, and release readiness.

Analyzes sales commission data, validates calculations and payouts, investigates discrepancies, prepares reports and dashboards, supports commission accruals and accounting entries, maintains commission systems and controls, and develops automated reporting solutions. Partners with Sales Operations, Finance, Payroll, and HR to improve commission accuracy, compliance, efficiency, and compensation-plan effectiveness.

Owns and operates 80+ Oracle Integration Cloud integrations across Oracle Fusion and third-party systems. Responsibilities include OIC development, production support, Oracle ATP administration, PL/SQL, Oracle Cloud Extensions, PowerShell automation, CI/CD pipelines, security governance, monitoring, troubleshooting, documentation, architecture collaboration, and mentoring junior developers.

Processes new account applications, account changes, and client service requests for financial advisors and clients. Resolves incomplete applications, enters client suitability information into firm records, handles correspondence across phone, email, internet, and fax, and supports regulatory mailing obligations. Requires at least one year of broker-dealer, RIA, or insurance experience, with financial industry experience and FINRA Series 6 or 7 preferred.