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Broker Operations Manager Jobs (NOW HIRING)

Parrot Realty

Operations Manager

Parkland, FL · On-site

$84K/yr

Oversee the financial operations of the brokerage, including budgeting, expense tracking, and overall financial organization * Manage and improve internal systems and processes to support efficiency ...

Parrot Realty

Operations Manager

Parkland, FL · On-site

Description Parrot Realty is seeking an experienced Operations Manager with a strong real estate background to oversee brokerage finances, build and improve systems and processes, serve as Broker of ...

Orchard

Revenue Operations Manager

Austin, TX · On-site

At least 3+ years of experience in sales operations, revenue operations, or brokerage operations ... Proficiency in CRM platforms such as Salesforce or Follow Up Boss, and reporting tools such as ...

Cross Street Real Estate LLC

Managing Broker

Chicago, IL · On-site

$70K/yr

As Managing Broker, you'll serve as the official Managing Broker for our Illinois operations while playing a central role in shaping how Cross Street's brokerage functions company-wide. You'll own ...

Orchard

Revenue Operations Manager

Denver, CO · Remote

At least 3+ years of experience in sales operations, revenue operations, or brokerage operations ... Proficiency in CRM platforms such as Salesforce or Follow Up Boss, and reporting tools such as ...

Orchard

Revenue Operations Manager

Denver, CO · On-site

At least 3+ years of experience in sales operations, revenue operations, or brokerage operations ... Proficiency in CRM platforms such as Salesforce or Follow Up Boss, and reporting tools such as ...

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Broker Operations Manager information

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$118.5K

How much do broker operations manager jobs pay per year?

As of Jul 11, 2026, the average yearly pay for broker operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 per year, depending on experience, location, and employer.

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 are hiring for Broker Operations Manager jobs? Cities with the most Broker Operations Manager job openings:
What states have the most Broker Operations Manager jobs? States with the most job openings for Broker Operations Manager jobs include:
Broker Operations Manager jobs near you
Manager, Brokerage Operations

Manager, Brokerage Operations

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Posted 22 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will this role impact First Command?
Operations Manager is responsible for carrying out the goals and the daily execution of the Brokerage Operations department functions and driving business growth of the department through effectively responding to the needs of our clients, advisors, and team. Operations Manager is responsible for managing and accountability of a team of associates charged with executing day-to-day business and mitigating financial, operations, regulatory and reputation risk to the firm. Identify and support deadline sensitive financial transactions processing as well as maximize the production of non-deadline sensitive processing and research. Operations Manager effectively delegates tasks with clearly defined responsibilities. Foster a collaborative environment working with Advisors, office staff and other home office departments including Compliance, Customer Service, Financial Services, and Technology. Additionally, you will take part in the organization and the department as a member of an Agile Release Train, shared services, or subject matter expert in innovation initiatives in service, operations, and technology. You will impact the organization through maintaining flexibility and learning additional new skills.
What will the employee do in this role?
  • Manage team resources and ensure team performance conforms to regulatory requirements and meets department productivity and quality standards.
  • Work collaboratively with management staff to set priorities, monitor activity, and ensure completion of work.
  • Perform regular review of teamwork practices to ensure quality and compliance with internal and regulatory standards.
  • Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department.
  • Take ownership on escalated issues and exception management and delegate as appropriate to drive resolution.
  • Identify, develop, and implement training opportunities/strategies using experience as well as corporate and divisional resources.
  • Direct, coach and mentor the professional growth and success of associates.
  • Successfully manage a pay for performance model that recognizes and rewards the achievement of individual, team, department, and corporate goals.
  • Maintain, design, and implement process control procedures and department procedures and user guides where necessary to ensure timely processing and mitigate risk.
  • Research/recommend solutions on issues within the department.
  • Focus on identifying, developing, and implementing opportunities to improve and/or streamline the client/advisor experience.
  • Perform in a supportive role in maintaining relationships with business partners.
  • Represent the department in corporate strategic initiatives as a key stakeholder.

What roles will this employee lead?
  • Assigned teams in Operations

What skills and qualifications do you need?
Education
  • Bachelor's degree in finance, economics, business administration, or related area or equivalent combination of education and experience preferred.

Work Experience
  • 5 plus years of experience in the financial services industry.
  • 2-3 years coaching, supervising, and managing a small to mid-size team.
  • Familiar with a variety of Financial/Brokerage industry concepts, practices, and procedures

Certifications
  • Series 7 (Required)
  • Series 24 required (must obtain within 120 days of employment)
  • Series 63 may be required depending on daily responsibilities.

Required Knowledge, Skills and Abilities
  • Strong oral, written and organizational skills.
  • Proficient use of Microsoft Office Suite
  • Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns.
  • Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm.
  • Knowledge of Agile and /or Lean methodology
  • Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence.
  • Must be able to work well in high pressure situations and elevate workloads.
  • Desire and ability to actively and positively contribute within a highly collaborative team setting.
  • Curiosity and demonstrated ability to acquire new skills, knowledge, and abilities.
  • Willingness to remain responsive and flexible in a dynamic environment and support team's deliverables.
  • Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service.
  • Influence by remaining positive in all circumstances.
  • Adapt quickly to changes.
  • Have a passion for improving the client/advisor experience
  • Desire to work in a self-organized team environment, celebrating success and taking accountability for goals and commitments.
  • Deny mediocrity and possess high personal standards.
  • Follow our vision of providing Lifelong Financial Security for Our Nation's Military Families.
  • Live by our core values: Courage, Love & Effectiveness

#LI-NC1 #LI-HYBRID

What First Command Financial Services employees say

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Benefits

Hours and flexibility

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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