Operations Manager - Brotherhood Retirement

Company: Brotherhood Mutual Careers
Location: Colorado Springs
Posted on: April 1, 2026

Job Description:

Job Title: Operations Manager - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, Colorado) POSITION SUMMARY The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in departmental onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate demonstrates strong judgment, clear communication, and a high level of integrity, along with the ability to prioritize competing demands in a fast-paced environment. Success in this role requires exceptional organizational skills, attention to detail, and a commitment to continuous improvement in support of both the team and the clients we serve. PRINCIPAL DUTIES AND RESPONSIBILITIES Operations & Process Management Develop, document, and continuously improve core operational systems, workflows, and best practices to ensure efficiency, consistency, and scalability across the firm. Partner with Retirement Plan and Private Wealth teams to ensure consistent onboarding of new clients and adherence to established firm processes. Coordinate the systematic delivery of quarterly client reports and annual firm communications in alignment with service standards and regulatory expectations. Oversee the client billing process, including fee generation, processing, reconciliation, and resolution of billing-related issues. Establish, monitor, and report on key performance indicators (KPIs) related to operations, service delivery, and firm efficiency to support leadership decision-making and continuous improvement. People Operations & Advisor Support Manage departmental onboarding of employees and advisors ensuring established procedures are followed and required documentation and training are completed. Support ongoing training and operational enablement of team members to promote consistency, accountability, and operational excellence. Vendor Oversight Serve as the primary liaison with the firm’s custodian and third-party vendors, managing relationships, issue resolution, and service expectations. Coordinate with external providers and internal stakeholders to support technology reliability, data integrity, and operational security. EXPERIENCE AND EDUCATION Bachelor’s degree in business, operations management, finance, or related field required. FINRA Series 65 license required (or willingness to complete within 90 days of hire). At least 5 years of financial services experience required. SKILLS AND KNOWLEDGE Strong written, verbal, and interpersonal communication skills, with the ability to work effectively across teams and with external partners. Advanced organizational and time management skills, with the ability to prioritize competing responsibilities and anticipate potential issues before they arise. Exceptional attention to detail and commitment to accuracy in a regulated financial services environment. Working proficiency with Microsoft Office Suite, particularly Excel, for reporting, reconciliation, and operational analysis. Familiarity with industry technology platforms such as CRM, Charles Schwab and Matrix, RightCapital, or similar RIA tools, with the ability to quickly learn and oversee new systems. Solid understanding of RIA operations and regulatory expectations, or the ability to develop this knowledge quickly, with an appreciation for compliance-driven processes and documentation. Demonstrated integrity, sound judgment, and the ability to handle confidential and sensitive information with discretion. Adaptability and resilience in a dynamic, growing organization, with a proactive mindset toward continuous improvement. High integrity, professionalism, and alignment with BWR’s mission and values. Terms and Conditions This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche. Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

Keywords: Brotherhood Mutual Careers, Pueblo , Operations Manager - Brotherhood Retirement, Accounting, Auditing , Colorado Springs, Colorado