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COUNTRY Financial®

Investment Services New Business Manager

COUNTRY Financial®

. Manage new business processes and broker dealer operations for the Investment Services Division .

Posted 10/14/2026full-timeBloomington • Illinois • United StatesSeniorLead💰 $114,000 - $156,750 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing investment services operations, ensuring compliance with regulatory standards, and improving business processes. Capable of providing leadership and training while coordinating disaster recovery plans and account onboarding procedures.

Highest-signal resume keywords
FINRA Registrations (SIE, Series 6, 63, 26, 51)Life Health Insurance LicensingSuitability ReviewsBusiness Process ImprovementDisaster Recovery Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment Products ManagementAccount OnboardingRegulatory ComplianceSuitability AnalysisTax Reporting KnowledgeAsset Allocation KnowledgeProcess Effectiveness MeasurementWorkflow AdministrationTechnical TrainingLeadership and Mentoring
Soft Skills
CollaborationCommunicationProblem-SolvingAnalytical ThinkingTeam Leadership
Certifications & Qualifications
FINRA RegistrationsLife Health Insurance License
Industry Keywords
Broker Dealer OperationsInvestment Services DivisionCompliance ManagementRetirement PlansDisaster Recovery Plans

About the role

Key responsibilities & impact
  • Manage new business processes and broker dealer operations for the Investment Services Division
  • Oversee operations across multiple investment products and services
  • Manage account onboarding, administration, and related workflows
  • Identify system issues and coordinate resolutions
  • Consult with Compliance Managers and staff to resolve suitability and processing errors
  • Support new account opening, suitability, principal sign-off, and efficient processing
  • Oversee suitability reviews and ensure compliance with applicable laws and regulatory bodies
  • Provide leadership and mentoring for CTB, CCMC, and CILAC
  • Coordinate with other divisions on sales tactics, marketing resources, and communication plans
  • Analyze and measure business process effectiveness and develop sustainable, repeatable, quantifiable improvements
  • Collaborate with support units on account onboarding and account procedures
  • Provide training on technical and regulatory issues
  • Manage disaster recovery plan implementation and maintenance
  • Maintain employee contact information and communicate with non-recovery employees during a disaster

Requirements

What you’ll need
  • Typically requires 8+ years of relevant experience or a combination of related experience, education and training, including management experience
  • FINRA registrations (SIE, Series 6, 63, 26, 51) required within 6 months of job placement
  • Life Health Insurance licensing required within 6 months of job placement
  • Knowledge of suitability reviews and applicable laws and regulatory bodies
  • Knowledge of retirement plans, tax reporting, investments, and asset allocations
  • Ability to analyze and improve business processes
  • Ability to manage disaster recovery plans and activities

Benefits

Comp & perks
  • Short-Term Incentive plan
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • 401(k) with company match
  • Opportunities to learn and grow throughout your career