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Broker Operations Jobs in Colorado (NOW HIRING)

We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts ...

We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts ...

Operations Coordinator

Denver, CO · On-site

$65K - $85K/yr

Key Responsibilities The Operations Coordinator supports the brokerage across three areas ... BROKERAGE-WIDE SYSTEMS, TOOLS, AND PROCESSES • Organize, maintain, and continuously improve ...

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Broker Operations information

What do brokerage operations do?

Brokerage operations involve managing the administrative and logistical tasks necessary for executing securities trades, ensuring compliance with regulations, and maintaining client accounts. Professionals in this field use tools like trading platforms and require attention to detail to support brokers and clients effectively.

What is the difference between Broker Operations vs Insurance Underwriter?

AspectBroker OperationsInsurance Underwriter
Required CredentialsTypically requires insurance licenses, industry certificationsOften requires actuarial, underwriting, or insurance licenses
Work EnvironmentOffice setting, supporting brokers and agentsOffice-based, assessing risk and approving policies
Employer & Industry UsageUsed by insurance brokerages, agenciesEmployed by insurance companies, underwriters
Common Search & ComparisonOften compared for roles supporting insurance salesCompared for risk assessment and policy approval roles

Broker Operations and Insurance Underwriters both work within the insurance industry but focus on different functions. Broker Operations supports brokers and agents with administrative and compliance tasks, while Insurance Underwriters evaluate risks to determine policy terms. Understanding these differences helps job seekers identify roles aligned with their skills and career goals.

What are Broker Operations?

Broker Operations refers to the set of processes and tasks that support the activities of brokers in industries such as finance, real estate, and insurance. These operations typically include trade settlement, account management, compliance checks, documentation, and client servicing. Professionals in broker operations ensure that transactions are processed accurately and efficiently while adhering to regulatory requirements. The role is crucial for maintaining smooth workflow between clients, brokers, and other financial institutions.

What are some typical challenges faced in a Broker Operations role and how are they addressed?

Professionals in Broker Operations often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and resolving discrepancies between trade settlements. To address these, teams use robust workflow management systems and maintain close coordination with both internal departments and external partners. Attention to detail, effective communication, and proactive problem-solving are essential in minimizing errors and maintaining smooth operations, especially during peak trading periods.

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

To thrive in Broker Operations, you generally need strong analytical skills, attention to detail, and a solid understanding of financial markets, often supported by a degree in finance or a related field. Familiarity with trading platforms, clearing systems, and regulatory compliance tools—such as FIX protocol and Bloomberg Terminal—is typical. Excellent organizational abilities, communication skills, and problem-solving mindset make someone excel in this role. These skills are essential to ensure accurate trade processing, regulatory adherence, and efficient client service in a fast-paced financial environment.

What does a broker do for a job?

A broker facilitates transactions between buyers and sellers in various markets, such as real estate, finance, or insurance. They analyze market conditions, advise clients, and often earn commissions or fees based on successful deals. Strong communication skills and industry knowledge are essential for this role.

Do brokers earn money?

Yes, brokers earn money through commissions, fees, or a combination of both for facilitating transactions such as securities, real estate, or insurance. Their income depends on the volume of deals they close and their level of experience, with some earning substantial salaries or bonuses in competitive markets.

What is a brokerage operations job description?

A brokerage operations job involves managing the administrative and operational functions of a brokerage firm, including trade processing, account management, compliance, and record keeping. The role requires attention to detail, knowledge of financial regulations, and proficiency with trading platforms and back-office systems.
What are popular job titles related to Broker Operations jobs in Colorado? For Broker Operations jobs in Colorado, the most frequently searched job titles are:
Revenue Operations Manager

Revenue Operations Manager

Orchard

Denver, CO • Remote

Other

Posted 27 days ago


Job description

About Orchard

Orchard's mission is to make home buying and selling, stress free, fair and simple. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents.
Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 600+ real estate agents. We have financing from top-tier investors including Revolution Growth, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work.

About the Role

The Revenue Operations Manager will own and drive conversion performance across the full sales funnel for the Orchard Max program - from lead intake through closed transaction. You will design and run structured experiments to improve funnel conversion rates, manage pipeline health, and partner with sales, brokerage, and marketing teams to implement solutions at scale. The ideal candidate has a track record of turning operational improvements into measurable revenue outcomes in a high-velocity sales environment. This is a full-time, remote role that will report into the Head of Operations. 

The pay range for this position in Denver, CO is $90-110/year. The actual base pay offered may vary within the range provided depending on job-related knowledge, skills, and experience. Stock options and other incentive pay may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, depending on the position offered. 

What You'll Do Here:

  • Own key sales conversion stages, establishing performance benchmarks and driving improvements quarter-over-quarter.
  • Monitor pipeline health daily and weekly for the Orchard Max program, identifying at-risk leads and coordinating corrective action across sales and brokerage teams.
  • Design and execute structured tests across funnel stages, document results, and roll out winning approaches at scale.
  • Audit CRM data regularly to ensure lead disposition accuracy, SLA adherence, and proper follow-up cadences.
  • Build and maintain reporting frameworks that give senior leadership clear visibility into funnel performance and conversion trends.
  • Partner cross-functionally with sales, marketing, and product teams to identify bottlenecks and lead initiatives that improve pipeline velocity and closed transaction volume.

We'd Love to Hear From You if You Have:

  • At least 3+ years of experience in sales operations, revenue operations, or brokerage operations within real estate, mortgage, or a comparable high-velocity sales environment.
  • Demonstrated ability to own and improve conversion metrics across a multi-stage sales funnel.
  • Proficiency in CRM platforms such as Salesforce or Follow Up Boss, and reporting tools such as Looker.
  • Experience designing and running structured tests or experiments to improve sales performance.
  • Strong organizational skills with the ability to manage multiple priorities and present findings clearly to senior stakeholders.
  • Experience with lead routing logic, dialer platforms, or lead management automation is a plus.
  • Background working within a real estate brokerage, iBuyer, or proptech environment is a plus.