Aegon · 9 hours ago
Chief Operating Officer - World Financial Group (WFG)
United States
Full-time
Remote
Director/Executive
10+ years expAegon is seeking a Chief Operating Officer for World Financial Group (WFG) who will be responsible for developing and executing WFG's operating strategy to support growth and digital transformation. The role involves overseeing operations, distribution partner integration, and governance functions, while leading a team of over 120 individuals to enhance agent experiences and ensure operational excellence.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
Responsibilities
Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position
Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada
Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model
Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience
Champion the identification and mitigation of organizational risks within the business unit and agency structures
Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards
Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching
Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada
Serve as a strategic change leader to drive digital adoption for profitable business results
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration
Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals
Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem
Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills
Transformational experience driving top line growth
Outstanding ability to influence, motivate, and collaborate with all stakeholders
Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders)
Proven experience in the ability to attract and retain top talent in the industry
Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer
Preferred
Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities
Proven executive leadership experience with an insurance distribution organization
Life license
FINRA Series 6, 63
FINRA Series 7 and 24
FINRA Series 66 or 65
SAFe or CSM certification
Knowledge of Transamerica and Transamerica products
Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
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