Position: IT Analyst
Reports to: Director, Infrastructure
Department: Infrastructure
Location: Phoenix, AZ
Position Type: In Person
Classification: Full-Time; Exempt (Salary)
Summary / Job Objective:
The IT Analyst provides rapid, first-contact resolution for technical requests received via phone and email. In this role, you will diagnose hardware and software issues, escalate complex cases when necessary, and proactively identify trends to eliminate recurring problems. Responsibilities include configuring desktops and laptops, testing applications, and contributing to our internal knowledge base to improve team efficiency.
Primary Responsibilities:
Technical Support: Perform on-site and remote diagnosis and resolution of hardware/software problems for end users.Network & Systems: Execute scheduled maintenance, repairs, and new installations of network equipment. Troubleshoot Windows and MacOS clients and servers.Security: Monitor security protocols, Audit security measures in the environment, document issues and solutions as required for SOC2 and industry compliance. Data & Inventory: Maintain fixed asset inventory records and ensure system uptime for information architectures. Proactive Strategy: Recommend hardware and software technologies that assist the business and propose alternative methods for information processing.Training & Documentation: Train staff on IT hardware and software infrastructure. Document technical processes, procedures, and results.Vendor Relations: Serve as a point of contact for IT vendors and service providers regarding hardware, licensing, and connectivity.AI Leverage: Utilize AI tools to accelerate technical troubleshooting, automate routine scripting, and streamline documentation creation. Additional tasks as assigned.Qualifications:
2+ years of direct IT / Help Desk experience.Familiarity with Active Directory, Ubiquiti networking equipment, Google Workspace. Ability to install, configure, and troubleshoot Windows and MacOS clients.Proficiency in utilizing AI productivity tools to enhance troubleshooting and improve efficiency. Associate’s Degree or higher preferred.Ability to lift up to 50lbs for equipment setup; must have a valid driver’s license and good driving record to support remote locations.Core Competencies:
Communication: Translates complex technical information into actionable business language, both verbally and in writing.Agility: Prioritizes and multitasks in fast-paced settings, adjusting quickly to shifting priorities and evolving technologies.Initiative: An entrepreneurial self-starter who operates independently to exceed goals.Discretion: Proven ability to handle sensitive and confidential information with professionalism.Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.Essential Job Functions:
Communicate and exchange accurate information clearly with peers, leadership, and external partners.Collaborate closely with colleagues and external parties to achieve project goals.Operate computers and standard office equipment on a constant basis.Assist clients and colleagues via telephone, email, and in-person.Occasional evening or weekend work required based on project deadlines or business necessity.Maintain a stationary position for extended periods and perform repetitive motions involving wrists, hands, and fingers.Travel Requirements:
Occasional: (Overnight trips, roughly 1-2 times per month)
Business Hours:
Flexible Schedule: Monday-Friday, 8:00am-5:00pm with a 60 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met.
Compensation & Benefits:
Compensation (based on experience)
Base Salary: $55,000-$65,000 annuallyThis is an Exempt positionAnnual Performance Bonus Target: 5%Benefits
Employee Benefits (Medical, Dental, Vision, Life Insurance, other)401k with Employer MatchPaid Time OffPaid Parking, if applicableLocation: 2929 N Central Avenue Suite 1400, Phoenix AZ 85012
*This role is an in-office position
Position: IT Analyst
Reports to: Director, Infrastructure
Department: Infrastructure
Location: Summit, NJ
Position Type: In Person
Classification: Full-Time; Exempt (Salary)
Summary / Job Objective:
The IT Analyst provides rapid, first-contact resolution for technical requests received via phone and email. In this role, you will diagnose hardware and software issues, escalate complex cases when necessary, and proactively identify trends to eliminate recurring problems. Responsibilities include configuring desktops and laptops, testing applications, and contributing to our internal knowledge base to improve team efficiency.
Primary Responsibilities:
Technical Support: Perform on-site and remote diagnosis and resolution of hardware/software problems for end users.Network & Systems: Execute scheduled maintenance, repairs, and new installations of network equipment. Troubleshoot Windows and MacOS clients and servers.Security: Monitor security protocols, Audit security measures in the environment, document issues and solutions as required for SOC2 and industry compliance.Data & Inventory: Maintain fixed asset inventory records and ensure system uptime for information architectures.Proactive Strategy: Recommend hardware and software technologies that assist the business and propose alternative methods for information processing.Training & Documentation: Train staff on IT hardware and software infrastructure. Document technical processes, procedures, and results.Vendor Relations: Serve as a point of contact for IT vendors and service providers regarding hardware, licensing, and connectivity.AI Leverage: Utilize AI tools to accelerate technical troubleshooting, automate routine scripting, and streamline documentation creation.Additional tasks as assigned.
Qualifications:
2+ years of direct IT / Help Desk experience.Familiarity with Active Directory, Ubiquiti networking equipment, Google Workspace. Ability to install, configure, and troubleshoot Windows and MacOS clients.Proficiency in utilizing AI productivity tools to enhance troubleshooting and improve efficiency.Associate’s Degree or higher preferred.Ability to lift up to 50lbs for equipment setup; must have a valid driver’s license and good driving record to support remote locations.
Core Competencies:
Communication: Translates complex technical information into actionable business language, both verbally and in writing.Agility: Prioritizes and multitasks in fast-paced settings, adjusting quickly to shifting priorities and evolving technologies.Initiative: An entrepreneurial self-starter who operates independently to exceed goals.Discretion: Proven ability to handle sensitive and confidential information with professionalism.Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.Service: Anticipates customer needs and consistently exceeds expectations while fostering relationships.Decisiveness: Making timely, well-informed decisions that keep projects on task by assessing risks.
Essential Job Functions:
Communicate and exchange accurate information clearly with peers, leadership, and external partners.Collaborate closely with colleagues and external parties to achieve project goals.Operate computers and standard office equipment on a constant basis.Assist clients and colleagues via telephone, email, and in-person.Occasional evening or weekend work required based on project deadlines or business necessity.Maintain a stationary position for extended periods and perform repetitive motions involving wrists, hands, and fingers.
Travel Requirements:
Occasional: (Overnight trips, roughly 1-2 times per month)
Business Hours:
Flexible Schedule: Monday-Friday, 8:00am-5:00pm with a 60 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met.
Compensation & Benefits:
Compensation (based on experience)
Base Salary: $55,000-$65,000 annuallyThis is an Exempt positionAnnual Performance Bonus Target: 5%
Benefits
Employee Benefits (Medical, Dental, Vision, Life Insurance, other)401k with Employer MatchPaid Time OffPaid Parking, if applicable
Location: 475 Springfield Ave., Summit NJ 07901
*This role is an in-office position
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Position: Sr. Compliance Analyst
Reports to: Chief Compliance Officer (CCO)
Department: Compliance (Securities)
Location: 1512 El Camino Real, San Diego, CA 92130
Classification: Full-Exempt, Exempt
Summary / Job Objective: The Sr. Compliance Analyst supports a Registered Investment Adviser (RIA) and Broker-Dealer by leading the review and approval of marketing and advertising materials to ensure compliance with SEC, FINRA, and applicable insurance regulations. This role partners with advisors and marketing teams to enable compliant growth across wealth management and insurance platforms and is responsible for building and managing the firm’s marketing compliance function.
Primary Responsibilities:
· Lead and manage the marketing compliance review program across advisory, brokerage, and insurance communications.
· Build, train, and manage a marketing compliance team as the business grows.
· Oversee review and approval of marketing materials, including websites, social media, presentations, emails, and insurance sales content.
· Ensure compliance with the SEC Marketing Rule, FINRA Rule 2210, and state insurance advertising standards.
· Review testimonials, endorsements, performance, hypothetical performance, and insurance marketing materials.
· Serve as a compliance resource to advisors and marketing teams.
· Maintain advertising review workflows and records.
· Support regulatory exams and remediation related to marketing communications.
Qualifications:
· Bachelor’s degree in Finance, Business, Marketing, Compliance, Insurance, or related field.
· 3+ years of experience in marketing/advertising compliance within an RIA, Broker-Dealer, insurance agency, or dual registrant.
· Experience reviewing advisory, brokerage, and insurance marketing materials (annuities, life, LTC, etc.).
Core Competencies:
· Working knowledge of SEC Marketing Rule and FINRA Rule 2210.
· Strong written and verbal communication skills.
· Experience with Red Oak and/or ComplySci is a plus.
Compensation & Benefits:
Compensation (based on experience)
Annual salary: $85,000 to $95,000; exemptAnnual performance bonus target: 10%
Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time OffPaid parking
Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.Department: Infrastructure & Technology
Position Title: IT Helpdesk Support Technician
Reports to: Director, Infrastructure
Essential Job Function: This position is responsible for help desk support, supporting network equipment and network infrastructure, server and network administration/maintenance, troubleshooting of network equipment and infrastructure, support for staff with day-to-day computer and software issues as well as provisioning and deploying new network and computer equipment.
Candidate must have an understanding and working knowledge of network wiring, TCP/IP communication, Internet connectivity & routing, Windows Server and typical server applications, Windows workstation operating systems and typical Windows applications. VoIP equipment and software and IP camera equipment and software knowledge is a plus.
Primary Responsibilities:
· Respond to internal customer’s IT needs via helpdesk ticket or via phone request, quickly assess the technical support needed, and find a solution
· Perform basic computer repair services such as motherboard replacements, hard drive replacements, operating system reinstalls, virus removals, and ordinary computer troubleshooting and repair services
· Perform on-site and/or remote analysis, diagnosis and resolution of complex hardware/software problems for a variety of end users and recommend and implement corrective solutions
· Responding to client requests via phone or email for support of their network/server/workstation equipment
· Perform scheduled maintenance on client equipment
· Perform new installations of computer and network equipment
· Accurately document customer network and computer details in our CRM system
· Clearly and accurately communicate with customers
Qualifications:
· Ability to diagnose and fix computers
· Basic knowledge of all current releases of Windows Operating System, Google Workspace (GSuite), Microsoft Office 365 Applications
· Ability to perform Virus/Malware/Spyware detection and removal and be familiar with common removal software
· High School diploma or GED required; Associate’s Degree / IT Degree preferred
· Minimum 2-years experience required
· Experience providing help desk support to users via telephone/email/remotely
· Experience with mainstream router/switch and access points from vendors such as Cisco, SoinicWall, Ubiquiti, Netgear, Dlink,
· Working knowledge and a strong grasp of networking principles such as TCP/IP, DNS, Windows Networking, Network Printing, Internet Routing
· Experience with IP phones systems and or IP camera systems a plus
Core Competencies / Job Requirements:
· Be personable and possess strong customer service skills
· Proven multi-tasking ability, able to prioritize effectively
· Ability to manage time and work responsibly without supervision
· Must be available to work in the office M-F, 8:30 AM to 5:30 PM and be available for rotating on-call shifts on holidays and weekends
- this is an on-site/in-person position
- Will be overnight travel requirements
Compensation:
Base: $45,000 - $50,000, based on experienceAnnual Bonus: 5% targetEmployee benefits (health, 401k, life, etc.)Paid Time OffFree / Paid ParkingLocation: Wall Township, NJ preferred; can also sit in Summit, NJ, Phoenix, AZ, or Bloomington, MN
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.Position: Compensation Associate
Reports to: Commissions Manager
Department: Simplicity Investments
Location: 3600 American Boulevard W, Suite 700, Minneapolis, MN / full-time, in-office
Classification: Full-time, Exempt
Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate.
Primary Responsibilities:
· Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems
· Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries
· Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts
· Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner.
· Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation
· Support audit readiness by preparing and organizing documentation for third-party financial audits
Qualifications:
· Background in finance, insurance, or accounting is preferred
· Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness
· Willingness to work extended hours during peak processing periods
Core Competencies:
· Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels
· Customer Service – Provides excellent service and support with a positive, solution-oriented approach
· Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment
· Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data
· Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals
· Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues
· Numerical Proficiency – Comfortable working with numbers and performing financial calculations
· Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations
· Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods
Compensation & Benefits
Compensation (based on experience)
· Annual base salary: $60,000 - $65,000, exempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 3600 American Boulevard W, Suite 700, Minneapolis, MN / full-time, in-office
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.Position: Compensation Associate
Reports to: Commissions Manager
Department: Simplicity Investments
Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office
Classification: Full-time, Exempt
Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate.
Primary Responsibilities:
· Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems
· Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries
· Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts
· Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner.
· Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation
· Support audit readiness by preparing and organizing documentation for third-party financial audits
Qualifications:
· Background in finance, insurance, or accounting is preferred
· Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness
· Willingness to work extended hours during peak processing periods
Core Competencies:
· Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels
· Customer Service – Provides excellent service and support with a positive, solution-oriented approach
· Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment
· Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data
· Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals
· Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues
· Numerical Proficiency – Comfortable working with numbers and performing financial calculations
· Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations
· Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods
Compensation & Benefits
Compensation (based on experience)
· Annual base salary: $60,000 - $65,000, exempt
· Annual performance bonus target: 5%
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.Position Title: Financial Commission Analyst
Reports to: Commissions Manager
Department: Finance/Commissions
Location: Summit NJ; in-office position
Classification: Full-time
Summary / Job Objective: This position is responsible for commission, production processing and reporting. As a part of our Finance and Commissions team, you will have the responsibility of working through many processes and using your skills to drive the business to end results. This is an amazing opportunity to join a fast-growing private company and learn our business while taking the next step of your career. In this role, you will be working closely with Finance, Operations and Sales Team.
Primary Responsibilities:
· Process monthly and weekly commissions: this process includes accounts reconciliation, running reports, populating worksheets, performing calculations, obtaining approvals and preparing files for payments
· Summarize and communicate commission data to multiple team members
· Calculate and audit commissions payments to sales personnel based on commission plan provisions
· Maintain an accurate trackable record of commissions and supporting data
· Review, upload and enter commission data into Sales Force (the CRM system)
· Research, document and communicate resolutions to external and internal business partners for all inquiries regarding the commission and payment process
· Audit of commission statements to ensure the organization is receiving correct payments
· Trouble shooting commission issues and resolve through investigation
· Perform other duties as assigned
· Maintain strict confidentiality in all aspects of the job
Qualifications:
· Bachelor’s Degree preferred (Finance, economics, business, mathematics or similar)
· 4+ years of experience in commissions or accounting/finance field
· Strong math skills/ analytical thinking skills
· Detail orientated and comfortable working with large data sets
· Strong computer skills – Excel (formulas, pivot tables)
· Salesforce.com experience a plus, but not required
· Willing to take ownership of the position
· Ability to understand the time standards and order of work flow to complete the prime responsibilities
Core Competencies:
· Possess strong people and problem-solving skills and be able to effectively communicate at all levels of the organization
· Able to work successfully in a team environment as well as independently
· Ability to handle change and be effective in a fast-paced environment
· Strong time management skills with ability to prioritize tasks and meet deadlines
· Great written and verbal communication skills
· Excellent organizational skills
Compensation & Benefits:
Compensation (based on experience)
Base salary: $50K-$65K based on experienceThis is an exempt positionAnnual performance bonus target: 5%Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time OffPaid parkingLocation: Summit NJ (*This role is an in-office position, M-F)
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.Position: Manager, Channel Marketing – National Accounts
Reports to: Partner, SVP Marketing
Department: Marketing
Location: Phoenix, AZ or Boston, MA
Classification: Full-time / Exempt
Summary / Job Objective:
The Channel Marketing Manager will help lead the development and execution of tailored product marketing strategies across our National Account channel, directly supporting broker-dealers, banks, and major financial institutions. This strategic role is responsible for establishing clear product positioning, high-impact messaging, and custom go-to-market initiatives designed to accelerate advisor adoption, product sales, and long-term channel retention.
Essential Job Functions:
The Channel Marketing Manager will maximize the value of the current network by optimizing ongoing marketing delivery for existing national accounts, including broker-dealers, banks, and institutional partners, while also designing the onboarding frameworks for newly affiliated organizations. By translating complex insights into compelling, targeted messaging, this role will drive advisor awareness, product adoption, retention, and sales growth across the distribution network. This individual will collaborate closely with national account managers and external partners to ensure offerings are uniquely differentiated and robustly supported, while navigating complex regulatory landscapes to ensure all marketing initiatives strictly align with required compliance and approval frameworks.
Primary Responsibilities:
· Field & Sales Enablement – Create specialized sales playbooks, institutional training content, presentation decks, product one-pagers, and campaign materials tailored for national account partners and their field advisors.
· Drive Partner & Advisor Engagement – Manage, enhance, and optimize ongoing marketing programs for existing national accounts to drive advisor retention and product adoption, while scaling framework toolkits for newly onboarded firms. Develop attribution models to clearly demonstrate how marketing initiatives drive key business KPIs.
· Campaign Execution – Execute targeted, multi-channel campaigns that promote product awareness, identify sales opportunities, and accelerate advisor activation. Lead marketing strategies for product launches and enhancements, collaborating closely with national account managers, external carrier partners, and training teams to ensure seamless alignment within complex institutional compliance frameworks.
· Analytics & Optimization – Track, measure, and analyze marketing effectiveness through data-driven KPIs, campaign performance metrics, and advisor feedback loops to continuously improve strategy. Ensure all marketing tactics directly support national account sales growth and broader business objectives.
Qualifications:
· 5-7 years of financial services experience in marketing with a Carrier, Agency, Distributor or equivalent
· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through bank, broker-dealer and national accounts channels.
· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.
· Experience with market research, competitive intelligence, and data-driven decision-making.
· Demonstrated ability to influence and collaborate across all levels of an organization
Core Competencies:
· Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.
· Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority.
· Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy.
· Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences.
· Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results.
· Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams.
· Innovation: Creative problem-solver who brings fresh ideas to enhance market impact
Compensation & Benefits:
Compensation (based on experience)
Annual base salary: $90,000 - $105,000, exemptAnnual performance bonus target: 20%Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time Off
Location: 2929 N Central Ave, Phoenix, AZ OR 667 Boylston St, Boston, MA; in-office
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Position: Manager, Channel Marketing – National Accounts
Reports to: Partner, SVP Marketing
Department: Marketing
Location: Phoenix, AZ or Boston, MA
Classification: Full-time / Exempt
Summary / Job Objective:
The Channel Marketing Manager will help lead the development and execution of tailored product marketing strategies across our National Account channel, directly supporting broker-dealers, banks, and major financial institutions. This strategic role is responsible for establishing clear product positioning, high-impact messaging, and custom go-to-market initiatives designed to accelerate advisor adoption, product sales, and long-term channel retention.
Essential Job Functions:
The Channel Marketing Manager will maximize the value of the current network by optimizing ongoing marketing delivery for existing national accounts, including broker-dealers, banks, and institutional partners, while also designing the onboarding frameworks for newly affiliated organizations. By translating complex insights into compelling, targeted messaging, this role will drive advisor awareness, product adoption, retention, and sales growth across the distribution network. This individual will collaborate closely with national account managers and external partners to ensure offerings are uniquely differentiated and robustly supported, while navigating complex regulatory landscapes to ensure all marketing initiatives strictly align with required compliance and approval frameworks.
Primary Responsibilities:
· Field & Sales Enablement – Create specialized sales playbooks, institutional training content, presentation decks, product one-pagers, and campaign materials tailored for national account partners and their field advisors.
· Drive Partner & Advisor Engagement – Manage, enhance, and optimize ongoing marketing programs for existing national accounts to drive advisor retention and product adoption, while scaling framework toolkits for newly onboarded firms. Develop attribution models to clearly demonstrate how marketing initiatives drive key business KPIs.
· Campaign Execution – Execute targeted, multi-channel campaigns that promote product awareness, identify sales opportunities, and accelerate advisor activation. Lead marketing strategies for product launches and enhancements, collaborating closely with national account managers, external carrier partners, and training teams to ensure seamless alignment within complex institutional compliance frameworks.
· Analytics & Optimization – Track, measure, and analyze marketing effectiveness through data-driven KPIs, campaign performance metrics, and advisor feedback loops to continuously improve strategy. Ensure all marketing tactics directly support national account sales growth and broader business objectives.
Qualifications:
· 5-7 years of financial services experience in marketing with a Carrier, Agency, Distributor or equivalent
· Solid understanding of financial and insurance products with proven results in launching and scaling third-party products through bank, broker-dealer and national accounts channels.
· Exceptional written and verbal communication skills, with experience developing high-impact messaging and presentations as well as technical analysis.
· Experience with market research, competitive intelligence, and data-driven decision-making.
· Demonstrated ability to influence and collaborate across all levels of an organization
Core Competencies:
· Strategic Thinking: Ability to connect business goals, market dynamics, and customer needs into actionable marketing strategies.
· Leadership & Influence: Inspires cross-functional teams and drives alignment without direct authority.
· Analytical Skills: Comfortable analyzing data, identifying trends, and using insights to inform strategy.
· Communication Excellence: Skilled storyteller who can craft compelling narratives for diverse audiences.
· Execution & Agility: Proven track record of managing multiple priorities, adapting to change, and delivering results.
· Collaboration: Ability to build strong partnerships across product, sales, marketing, and executive teams.
· Innovation: Creative problem-solver who brings fresh ideas to enhance market impact
Compensation & Benefits:
Compensation (based on experience)
Annual base salary: $90,000 - $105,000, exemptAnnual performance bonus target: 20%Benefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time Off
Location: 2929 N Central Ave, Phoenix, AZ OR 667 Boylston St, Boston, MA; in-office
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Position Title: Advisor Development Consultant (ADC)
Reports to: Principal Partner
Department: Sales
Location: 900 Veterans Memorial Blvd., Metairie, LA 70005 / In-office position
Classification: Full-time; Exempt
Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed and variable life insurance knowledge, and extraordinary customer service to independent agents/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative.
Primary Responsibilities:
· Make proactive outbound sales calls to:
Recruit financial advisorsTrain financial advisors on product solutions and marketing programsGrow the financial advisor’s practice· Respond to inbound calls and emails regarding product solutions, marketing programs and practice betterment services
· Meet call activity expectations and monthly sales goals set forth by management
· Participate in continuous training
· Self-development with industry and product knowledge to remain current with trends and products
· Keep abreast of the competition and changes in the economy and financial markets
· Understand and adhere to Vision, Mission and Values of Simplicity
· Always represent Simplicity in a professional manner
Qualifications:
· At least three years of successful internal sales consultant results
· Proficient in Microsoft Outlook, Word and Excel with accurate typing skills
· Some travel may be required
· College Degree Preferred or Equivalent Work Experience
· State insurance license preferred but not required
· Series 6, 63, 7, 65 or 66 preferred but not required
Core Competencies:
· Enterprising and creative mindset for developing innovative solutions
· Effective prospecting and customer relationship skills
· Ability to ask probing questions to qualify and close business
· Persistent and flexible to overcome call reluctance
· Self–starter with endurance and capacity to thrive in a fast-paced environment
· Ability to think clearly and be objective
· Outgoing, people-oriented and highly collaborative
· Effective listening and verbal reasoning skills
· Sufficient vocabulary to communicate effectively under stressful situations
Compensation & Benefits:
Compensation (based on experience)
Annual base salary: $45,000Variable Compensation eligibleBonus opportunitiesThis is an exempt positionBenefits
Employee benefits (medical, dental, vision, life insurance, other)401k with employer matchPaid Time OffLocation: Simplicity New Orleans, 900 Veterans Memorial Blvd., Metairie, LA 70005
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.