VP, Insurance Operations

Raymond James•Saint Petersburg, FL

11d•Hybrid

About The Position

The Vice President, Insurance Operations is an executive leader responsible for driving operational strategy, service excellence, and scalable infrastructure across insurance and annuity platforms. This role leads complex, multi-location operations supporting advisors and clients, with a focus on delivering best-in-class service and continuous process innovation.

Requirements

Resolve complex analytical challenges, independently analyze information and make recommendations based on analysis
Proven leadership of annuity operations at scale, supporting both advisors and clients
Multi project management
Partner with other functional areas to accomplish objectives
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Establish and maintain effective working relationships with others
Advisor-focused service model leadership
Operational transformation & continuous improvement
Multi-site team leadership & development
Financial and performance management
FINRA SIE & Series 7, required
State Insurance License
Bachelor’s Degree and 5 or more years in Financial Industry
Previous experience in financial services - insurance/annuity preferred
Manager experience 10-15 Years
General Experience – 10 to 15 years
Manager Experience - 10 to 15 years

Nice To Haves

Bachelor’s: Business Administration
Bachelor’s: Finance

Responsibilities

Define and lead the strategic direction for insurance and annuity operations, aligning with enterprise growth and client experience objectives
Serve as a key partner to executive leadership, contributing to organizational strategy, transformation initiatives, and operational scalability
Champion modernization, including workflow optimization, digital enablement, and platform enhancements
Ensure seamless operations across multiple locations, maintaining consistency, efficiency, and high service standards
Drive improvements in turnaround times, accuracy, and service delivery for advisors and clients
Lead large-scale process improvement initiatives, leveraging automation and best practices to increase efficiency and reduce risk
Implement continuous improvement frameworks to enhance productivity and scalability
Lead, coach, and develop high-performing teams across geographically dispersed locations (e.g., St. Petersburg and Memphis)
Build a strong leadership pipeline and succession plans
Foster a culture of accountability, collaboration, and client-centric service excellence
Partner with financial advisors, distribution leaders, and product teams to enhance the advisor experience
Act as a senior liaison with insurance carriers and strategic vendors