Vice President- US Operations- Financial & Retirement Services
Apply NowCompany: Gallagher
Location: Rolling Meadows, IL 60008
Description:
Introduction
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.
Overview
We are adding a U.S. Operations V.P. for the fastest growing business unit of Gallagher Benefit Services: Financial Consulting. Serving employers, endowments, foundations, financial planners and insurance agencies, our Financial Solutions cover Executive Benefits, Defined Benefits, Defined Contribution, Investment & Fiduciary, Life & Annuity Marketing and Employee Financial Literacy. Our new Operations Leader will be at the heart of integrating technology, finance and shared services and serve as an internal advisor around building growth strategies and delivery solutions across the U.S. All of this is backed back Gallagher (www.ajg.com), well established (98 years), financially rock solid and growing (NYSE. $10B annual revenue).
How you'll make an impact
The Financial and Retirement Services Vice President of Operations serves to represent Financial and Retirement Services (F&RS) from an operational standpoint by supporting the strategic goals of the organization, as outlined by the division and the Practice. This will be accomplished by driving consistency, best practices, efficiency and the quality of work products and processes in order to deliver best in class services and resources to improve client sales, satisfaction and retention.Work directly with F&RS leadership and division operations leader to ensure alignment of resources, consistent deliverables of services and a balanced focus on divisional and F&RS initiatives.
Operations Functions:
Lead the F&RS operations strategies through both direct management of F&RS operations teams and matrix relationships across local branch offices
Work cross functionally with GBS business partners including: Account Management, Client Support Services, Compliance, Finance, Global Support Services, HRIT, Human Resources, Marketing and Sales Operations to support divisional objectives
Collect and analyze data to promote strategies in operational efficiency, including organization structure design
Recommend operational metrics to proactively improve quality of divisional and F&RS services
Drive adoption of recommended solutions with quantifiable ROI
Provide operational expertise and proven approaches including organizational efficiency, process improvement and automation which includes reviewing internal systems and providing suggestions towards tool development.
Advise and implement technology and/or vendor solutions to support operations and sales activities; drive utilization of technology and solutions across the practice
Facilitate workgroup meetings to ensure consistent communication of strategies and sharing of best practices; drive execution of best practices across the practice
Manage and direct the merger and acquisition support and process management, including due diligence through integration
Participate in the preparation of expense and capital budgets for short and long range planning and operations
Management:
Act as an escalation point and provide broad based assistance for the operations teams to increase capacity to serve GBS and F&RS business partners
Provide oversight and direction to shared resources practice leaders in the development and refinement of local Value Proposition for client services and client deliverables which includes the Investment & Fiduciary Consulting and Retirement Plan Consulting teams
Give cohesive direction and leadership to ensure execution of local branch initiatives that support the strategic divisional and corporate directives
Compliance:
Recommend internal professional standards and internal education; drive results, including limiting E&O exposure at the branch level through practice operational leaders by complying with BOSS (Business Operating Standards and Systems) and audit preparedness
Identify operations risks within the practice and develop mitigation strategies
About You
Required:
BA or BS degree with relative industry experience
10+ years of operational experience within the insurance and/or benefits industry
10+ years of program management or consulting within the insurance and/or benefits industry
Experience with managing resources, risk analysis, budgets and client onboarding and relationship management
Working knowledge of retirement plans, wealth management services, ERISA, broker-dealer and registered investment advisor regulatory standards, investment and benefits outsourcing services, and compliance with federal and state requirements regarding third party services
Experience with setup, management and oversight of the execution of large scale projects
Experience and knowledge of change management, organizational development, profit maximization, productivity and efficiency enhancement
Desired:
More than five years of experience in a supervisory or management role preferred
Master's degree or professional certification preferred
Excellent written and oral communication skills
Superior presentation skills
Strong analytical, organizational and problem solving capabilities
Must be independent, self-motivated and goal and people oriented
Proactive approach with attention to detail and proven ability to follow-through
Work Traits
Communication, Analytical and Organization Skills
Excellent written and oral communication skills
Superior presentation skills
Strong analytical, organizational and problem solving capabilities
Must be independent, self-motivated, goal and people oriented
Proactive approach with attention to detail and proven ability to follow through
Work Execution
Change agent with ability to influence others outside of a direct reporting relationship
Proven relationship building skills and high energy level
Cooperative with colleagues and strong consultative approach
Ability to coach and motivate others
Supports execution of business unit goals and Dominant Priorities
Standards and Practices
Ability to manage/balance multiple priorities
Assigns work and manages projects on a timely basis
Is a model to the divisional, regional and branch teams
Excels in self-service environment and has a 'no job is too small attitude'
Use of time
Ability to lead and participate in cross functional team based projects
Can prioritize and manage through constant change
Customer Service & Business Strategy
Commitment to and record of strong customer service
Excellent interpersonal skills
Ability to translate short-term business goals into team and individual performance goals
Ability to conduct performance management discussions
Excellent customer focus
Excels at understanding and articulating strategy, positioning and messaging
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Other benefits include:
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.
Overview
We are adding a U.S. Operations V.P. for the fastest growing business unit of Gallagher Benefit Services: Financial Consulting. Serving employers, endowments, foundations, financial planners and insurance agencies, our Financial Solutions cover Executive Benefits, Defined Benefits, Defined Contribution, Investment & Fiduciary, Life & Annuity Marketing and Employee Financial Literacy. Our new Operations Leader will be at the heart of integrating technology, finance and shared services and serve as an internal advisor around building growth strategies and delivery solutions across the U.S. All of this is backed back Gallagher (www.ajg.com), well established (98 years), financially rock solid and growing (NYSE. $10B annual revenue).
How you'll make an impact
The Financial and Retirement Services Vice President of Operations serves to represent Financial and Retirement Services (F&RS) from an operational standpoint by supporting the strategic goals of the organization, as outlined by the division and the Practice. This will be accomplished by driving consistency, best practices, efficiency and the quality of work products and processes in order to deliver best in class services and resources to improve client sales, satisfaction and retention.Work directly with F&RS leadership and division operations leader to ensure alignment of resources, consistent deliverables of services and a balanced focus on divisional and F&RS initiatives.
Operations Functions:
Lead the F&RS operations strategies through both direct management of F&RS operations teams and matrix relationships across local branch offices
Work cross functionally with GBS business partners including: Account Management, Client Support Services, Compliance, Finance, Global Support Services, HRIT, Human Resources, Marketing and Sales Operations to support divisional objectives
Collect and analyze data to promote strategies in operational efficiency, including organization structure design
Recommend operational metrics to proactively improve quality of divisional and F&RS services
Drive adoption of recommended solutions with quantifiable ROI
Provide operational expertise and proven approaches including organizational efficiency, process improvement and automation which includes reviewing internal systems and providing suggestions towards tool development.
Advise and implement technology and/or vendor solutions to support operations and sales activities; drive utilization of technology and solutions across the practice
Facilitate workgroup meetings to ensure consistent communication of strategies and sharing of best practices; drive execution of best practices across the practice
Manage and direct the merger and acquisition support and process management, including due diligence through integration
Participate in the preparation of expense and capital budgets for short and long range planning and operations
Management:
Act as an escalation point and provide broad based assistance for the operations teams to increase capacity to serve GBS and F&RS business partners
Provide oversight and direction to shared resources practice leaders in the development and refinement of local Value Proposition for client services and client deliverables which includes the Investment & Fiduciary Consulting and Retirement Plan Consulting teams
Give cohesive direction and leadership to ensure execution of local branch initiatives that support the strategic divisional and corporate directives
Compliance:
Recommend internal professional standards and internal education; drive results, including limiting E&O exposure at the branch level through practice operational leaders by complying with BOSS (Business Operating Standards and Systems) and audit preparedness
Identify operations risks within the practice and develop mitigation strategies
About You
Required:
BA or BS degree with relative industry experience
10+ years of operational experience within the insurance and/or benefits industry
10+ years of program management or consulting within the insurance and/or benefits industry
Experience with managing resources, risk analysis, budgets and client onboarding and relationship management
Working knowledge of retirement plans, wealth management services, ERISA, broker-dealer and registered investment advisor regulatory standards, investment and benefits outsourcing services, and compliance with federal and state requirements regarding third party services
Experience with setup, management and oversight of the execution of large scale projects
Experience and knowledge of change management, organizational development, profit maximization, productivity and efficiency enhancement
Desired:
More than five years of experience in a supervisory or management role preferred
Master's degree or professional certification preferred
Excellent written and oral communication skills
Superior presentation skills
Strong analytical, organizational and problem solving capabilities
Must be independent, self-motivated and goal and people oriented
Proactive approach with attention to detail and proven ability to follow-through
Work Traits
Communication, Analytical and Organization Skills
Excellent written and oral communication skills
Superior presentation skills
Strong analytical, organizational and problem solving capabilities
Must be independent, self-motivated, goal and people oriented
Proactive approach with attention to detail and proven ability to follow through
Work Execution
Change agent with ability to influence others outside of a direct reporting relationship
Proven relationship building skills and high energy level
Cooperative with colleagues and strong consultative approach
Ability to coach and motivate others
Supports execution of business unit goals and Dominant Priorities
Standards and Practices
Ability to manage/balance multiple priorities
Assigns work and manages projects on a timely basis
Is a model to the divisional, regional and branch teams
Excels in self-service environment and has a 'no job is too small attitude'
Use of time
Ability to lead and participate in cross functional team based projects
Can prioritize and manage through constant change
Customer Service & Business Strategy
Commitment to and record of strong customer service
Excellent interpersonal skills
Ability to translate short-term business goals into team and individual performance goals
Ability to conduct performance management discussions
Excellent customer focus
Excels at understanding and articulating strategy, positioning and messaging
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.