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Broker Operations Manager Jobs in California (NOW HIRING)

The Mortgage Doctor

Operations Manager

Modesto, CA · On-site

$80K/yr

The Mortgage Doctor is seeking a highly organized, proactive, and solutions driven Operations Manager to oversee and support the daily operations of the mortgage brokerage while helping create a ...

The Mortgage Doctor

Operations Manager

Modesto, CA · On-site

Description The Mortgage Doctor is seeking a highly organized, proactive, and solutions driven Operations Manager to oversee and support the daily operations of the mortgage brokerage while helping ...

Wealthfront

Brokerage Operations Specialist

Palo Alto, CA · On-site

$81K - $90K/yr

Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services ... Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront ...

A.P. Møller - Maersk A/S

Operations Manager

Fontana, CA · On-site

$80K - $85K/yr

... brokerage, cross-border trucking, groupage, and sortation hubs, connecting Maersk or Customer ... The Operations Manager monitors all operations including but not limited to; Process shipments ...

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Broker Operations Manager information

What is the difference between Broker Operations Manager vs Insurance Underwriting Manager?

AspectBroker Operations ManagerInsurance Underwriting Manager
Required CredentialsBroker license, industry certificationsUnderwriting certifications, actuarial knowledge
Work EnvironmentBrokerage firms, insurance agenciesInsurance companies, underwriting departments
Employer & Industry UsageUsed in brokerage and agency settingsCommon in insurance carriers and underwriting firms
Search & Comparison IntentUnderstanding broker operations, managing broker teamsAssessing underwriting processes, risk evaluation

The Broker Operations Manager primarily oversees daily brokerage activities, client relations, and compliance within insurance agencies. In contrast, the Insurance Underwriting Manager focuses on evaluating risks, setting policy terms, and managing underwriting teams. While both roles require industry-specific certifications and work within the insurance sector, their core responsibilities differ—broker managers handle client and broker relations, whereas underwriting managers focus on risk assessment and policy approval.

What does a Broker Operations Manager do?

A Broker Operations Manager oversees the daily operations of brokerage firms, ensuring that trading, compliance, and client service processes run smoothly and efficiently. They manage teams responsible for processing transactions, reconciling accounts, and maintaining regulatory compliance. Additionally, they streamline workflows, implement new technologies, and handle escalations from clients or staff. Their goal is to optimize the firm's operational performance while minimizing risks and ensuring adherence to industry regulations.

What are the key skills and qualifications needed to thrive as a Broker Operations Manager, and why are they important?

To thrive as a Broker Operations Manager, you need expertise in financial operations, regulatory compliance, and process optimization, typically supported by a degree in finance or business and relevant industry experience. Familiarity with brokerage platforms, CRM systems, and regulatory reporting tools is essential, and certifications such as Series 7 or Series 63 can be advantageous. Strong leadership, problem-solving abilities, and excellent communication skills help drive team performance and client satisfaction. These competencies are crucial for ensuring smooth, compliant operations and maintaining a high standard of service in a dynamic financial environment.

What are some common challenges faced by a Broker Operations Manager, and how can they be addressed?

A Broker Operations Manager often encounters challenges in streamlining workflow processes, ensuring regulatory compliance, and maintaining clear communication between brokers, clients, and internal teams. Balancing multiple priorities while adapting to evolving industry regulations can be demanding. Addressing these challenges typically involves implementing robust operational procedures, fostering a culture of transparency, and leveraging technology to automate routine tasks. Effective team leadership and ongoing professional development also play key roles in overcoming these obstacles and promoting operational excellence.
What cities in California are hiring for Broker Operations Manager jobs? Cities in California with the most Broker Operations Manager job openings:
Broker Operations Manager jobs near you
Infographic showing various Broker Operations Manager job openings in California as of July 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution.

(Korean Bilingual) Customs Brokerage Manager

Harmonious Hiring LLC

Gardena, CA

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted yesterday

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Job description

About the Role

A customs brokerage company in Gardena, CA is hiring a Customs Brokerage Manager to handle customs operations, manage client accounts and customs processes, and lead the team. This is a hands-on leadership role for a licensed customs broker with deep industry experience who can confidently handle a wide range of customs issues. Experience or aptitude in accounting management is a plus, and training will be provided.



Requirements

Key Responsibilities

· Handle all aspects of customs brokerage operations, including resolving a wide range of customs issues.

· Manage client accounts and oversee end-to-end customs processes.

· Lead and manage the team, providing hands-on operational leadership.

· Support accounting management as needed (training provided).


Required Qualifications

· U.S. Customs Broker License.

· Minimum 8 years of hands-on experience in the customs brokerage industry.

· Proven ability to handle diverse and complex customs issues.

· Team management experience.

· Korean/English bilingual.

· Legally authorized to work in the U.S. No visa sponsorship is available.


Preferred Qualifications

· Accounting management experience or aptitude (training will be provided).



Benefits

Compensation & Benefits

· Salary: $90,000 - $120,000 per year, plus bonus.

· 401(k).

· Health insurance, including vision and dental.


Location & Schedule

· Onsite in Gardena, CA.

· Full-time.