In this role, you will be responsible for shaping and improving the end-to-end experience for Symetra's Independent Broker Dealer (IBD) channel. You will partner across Distribution, Operations, Product, Technology, Compliance, and other functions to identify opportunities, solve business challenges, and drive strategic initiatives that improve advisor experience, operational effectiveness, and business results. You will combine strategy, operations, and cross-functional leadership to ensure channel priorities are clearly defined, effectively executed, and aligned with organizational goals.

What you will do

• Strategy & Business Leadership
  • Lead the strategy and evolution of the Independent Broker Dealer channel experience.
  • Partner with senior leaders to identify priorities, improve operational performance, and enhance ease of doing business.
  • Use customer, advisor, operational, and business insights to identify opportunities and recommend solutions.
  • Influence strategic roadmaps and ensure channel needs are represented in business and technology initiatives.
  • Provide thought leadership and drive execution of high-impact, cross-functional programs.
• Cross-Functional Partnership
  • Collaborate with internal partners to prioritize initiatives and improve outcomes.
  • Balance customer experience, operational efficiency, risk management, and business objectives when making recommendations.
  • Lead stakeholder discussions, facilitate alignment, and drive accountability for results.
  • Monitor progress and communicate priorities, risks, and opportunities to
• People Leadership
  • Lead, coach, and develop high-performing leaders and teams.
  • Foster an inclusive, collaborative, and results-oriented culture.
  • Support talent development, succession planning, and workforce planning.
  • Encourage innovation, continuous learning, and process improvement.
• Operational Excellence
  • Drive initiatives that improve service, efficiency, scalability, and advisor satisfaction.
  • Ensure operational processes align with business objectives, risk standards, and regulatory requirements.
  • Support audit, compliance, and governance activities as needed.
  • Manage budgets and resources to support strategic priorities and organizational goals.

What we offer you

Benefits and Perks

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview

Compensation

Salary Range: $141,600-$236,000 plus eligibility for annual bonus program and long-term incentive plan

Who You Are

• 15+ years of experience in financial services, insurance, wealth management, distribution operations, customer experience, product operations, or related fields.
• Experience leading complex, cross-functional initiatives and influencing executive-level stakeholders.
• Strong understanding of Independent Broker Dealer distribution or similar advisor-focused distribution models.
• Demonstrated success improving customer, advisor, or operational experiences through strategic initiatives.
• Skilled at using data, customer feedback, and business insights to prioritize work and drive decisions.
• Proven ability to translate strategy into measurable outcomes.
• Strong communication, relationship-building, and leadership skills.
• Bachelor's degree preferred. High school diploma required.
• Ability to travel as needed.

Travel

Required Training & Professional Development
All newly hired people leaders with direct reports are required to complete a comprehensive leadership development program within their first year. This program includes both virtual and in-person training. The in-person sessions will take place at Symetra's corporate headquarters in Bellevue, Washington. Symetra covers all travel and accommodation expenses.

Reasonable Accommodations
Symetra is committed to providing equitable access to all job-related responsibilities, including required travel. If reasonable accommodations are needed for travel, Symetra's HR department will work to provide appropriate solutions in alignment with individual needs and company policies.

Please review Symetra's Remote Network Minimum Requirements:

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

• Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in:

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered

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