Top Tech Jobs & Startup Jobs

Manage and execute advisor-facing sales marketing programs and campaigns, oversee vendor relationships, track performance metrics, drive advisor engagement and activation, support budgeting and financial stewardship, produce marketing materials and communications, and lead Workshop Coordinators after a 90-day evaluation to ensure operational efficiency and program effectiveness.

Supervise registered representatives and investment adviser representatives; monitor and escalate sales-practice risks; review correspondence, outside business activities, trading and personal accounts; produce supervision reports; maintain written supervisory procedures; assist with SEC and FINRA compliance testing and training; support regulatory change management and platform reviews.

Serve as lead transactional and regulatory attorney for Integrity Health and Integrity Life & Annuities. Negotiate and draft commercial agreements, advise on federal and state insurance and healthcare regulations (Medicare Advantage, Part D, ACA, ICHRA, supplements), manage audits and disputes with CMS and state insurance departments, support reorganizations and transitions, deliver regulatory training, and partner with executive and compliance teams to mitigate risk and execute strategic initiatives.

Senior executive responsible for strengthening alignment between field distribution, home office, and carrier partners. Manages field relations, mediates disputes, supports escalations, improves placement and operational effectiveness, partners with Compliance/Legal, drives technology and process improvements, and oversees home office facilities and workplace operations while promoting company culture.

Manage a high-volume portfolio of small and mid-size partners to drive onboarding, engagement, performance tracking, and growth. Own partner lifecycle, execute engagement initiatives, surface performance insights, collaborate cross-functionally, and create scalable processes and documentation to improve partner outcomes.

Serve as primary contact for advisors and clients, resolving escalated issues, training on broker/dealer systems, using CRM to document interactions, maintaining call quality metrics, updating procedures, and supporting special projects.

Provide customer service support to financial advisors and clients by processing new account applications, account changes, and service requests. Communicate by phone and email to resolve incomplete orders, enter client data into books-and-records systems, support regulatory mailing obligations, and assist leadership with exceptions.

Calculate, verify, and administer sales commissions; organize and validate commission data from multiple sources; audit carrier reports; maintain records; improve commission processes and reporting; manage monthly carrier payments and support agents on carrier rules.

Support secondary government data projects, survey programming, data collection/panel management, and reporting. Assist research staff, attend meetings, and maintain project records under supervision.

Manage life insurance cases after carrier submission: track underwriting progress, obtain required documentation, coordinate with carriers and agents, ensure policy issuance and delivery, maintain case records, and produce placement performance reports using Power BI to improve placement ratios and compliance.