About The Role

Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect young people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you’ll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. 

You’ll be responsible for growing our relationships with clinical partners and provide much-needed resources to thousands of at-risk teens and young adults. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high because every decision we make directly impacts our communities. 

In your role, you’ll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You’ll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. 

At Charlie Health, we believe in leading with our “why” and connecting with our purpose every day. Join us to not only find a career, but a calling.

Responsibilities

• Own, manage, and expand relationships with hospitals and major health systems to continue to drive growth 
• Identify trends in local hospitals and health systems and synthesize findings into strategic opportunities 
• Design strategies to better support and engage referral partners across higher level of care channels
• Lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships
• Fill potential gaps and monitor inbound referrals and communicate with relevant parties to provide visibility into the referral to admission process 
• Maintain constant dialogue with referral sources when clients are referred to keep them updated throughout the referral process
• Attend and lead various educational meetings, marketing presentations, and networking events in a remote capacity 
• Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies
• Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goals

Requirements

• Must be located in Fort Worth, TX
• 3+ years experience selling into healthcare with a track record of success 
• Experience pitching and working with hospitals and/or larger health systems 
• Work authorized in the United States and native-equivalent proficiency in English
• Strong interpersonal, relationship-building and listening skills, with a natural, consultative style
• Demonstrated project management experience, successfully owning and driving tasks from initiation to completion
• Ability to energize, communicate, and build rapport at all levels within an organization, especially with senior leadership
• Ability to travel locally (within ~2 hour driving distance) for meetings with potential referral partners
• Must have reliable transportation, a valid driver's license, and the ability to drive up to 1-hour each way on a regular basis
• Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment with a collaborative mindset
• Comfort with video conferencing, scheduling, and CRM technologies
• Prior experience with Salesforce and other sales enablement tools preferred
• Experience advising, presenting to, and persuading senior corporate personnel

Job Details

• 💼 Growth Operations | Business Operations - Commercial Strategy Services 
• 📍 Dallas, Texas
• 🕜 Hybrid

What will you do 

As a key member of the growing Commercial Strategy Services (CSS) team at Lighthouse, you will be at the forefront of expanding our Chains & Groups business function within the AMER region. For over a decade, our CSS team has set itself apart by pairing elite revenue management experts with the industry’s most advanced tools. In this ole, you will act as the Commercial Strategist for a portfolio of high profile branded hotels (Marriott, Hilton, IHG, and Hyatt). This is a premier opportunity to drive total revenue performance by bridging traditional revenue management with modern digital demand generation.

Where you will have impact

• Commercial Strategy Ownership: Analyze, recommend, and implement holistic rate, yield, and E-commerce strategies tailored to the specific standards and distribution requirements of major global brands.
• Expert System Navigation: Execute daily revenue tasks and long-term strategy using proprietary brand systems, including:
  • Hilton: OnQ R&I and GRO
  • Marriott: OneYield, HPP and ACRS
  • IHG: N2 Pricing and Merlin
  • Hyatt: PrO, Reserve, and RMT
• Strategic Stakeholder Advisory: Lead revenue strategy calls, serving as the primary commercial consultant for Hotel Owners, General Managers, and Directors of Sales to align financial goals with actionable inventory and pricing controls.
• Total Commercial Alignment: Facilitate seamless collaboration across Sales, Marketing, and Operations, while managing communication with above-property stakeholders to ensure property-level tactics support broader brand and ownership objectives.
• Digital Demand Generation: Manages end-to-end digital spend across PPC, metasearch, and accelerators. Focuses on strategic deployment to dominate high-value channels and boost property visibility.
• Advanced Market Intelligence: Utilize ancillary tools and business intelligence platforms; including Demand360, Hummingbird, Fornova, Supernova, and Koddi to benchmark performance against the comp set and capture shifting market share.
• Channel & Promotion Management: Own OTA relationships and brand-specific promotional participation to maximize conversion and placement while maintaining rate parity and brand integrity.
• Proactive Yielding: Utilize and refine AI-driven forecasting models to anticipate market shifts, ensuring rate and yield strategies are proactive rather than reactive to competitor movements.

About our team

Join our Commercial Strategy Services team, who are instrumental in providing exceptional revenue management service for hotels through North America and beyond. The CSS team is made up of 40 Revenue Professionals dedicated to creating an individualized and tailored revenue management solution for each hotel using cutting edge technology and a holistic revenue management approach.

What's in it for you?

• Flexible time off: Autonomy to manage your work-life balance. 
• 401k matching: Up to 4%.
• Health insurance: Two Blue Cross Blue Shield plans with 99% company contribution to the base plan and 75% for dependents and spouses, plus $25/month to HSA.
• Vision and Dental Insurance: Dental Buy-up plan option, 50% company contributions to premiums for both employees, dependents and spouses for both.
• Employee Assistance Program: 100% confidential and free.
• Employer paid Short Term Disability + $50,000 Life Insurance 
• Parental leave: 12 weeks of company paid primary caregiver leave, 3 weeks of company paid secondary caregiver leave, $1,500 new parent bonus, and 4 week flexible return to work plan.
• Wellbeing support: Subsidized ClassPass subscription.
• Referral bonus: Earn rewards for bringing in new talent.

Who you are

• 2+ years of experience in high-impact leadership roles, including Director of Revenue Management or senior property operations (AGM, GM, or Director of Sales)
• Knowledge of market appropriate hotel brands and systems 
• Experience managing elite, high-profile hotels in dynamic markets
• Experience working with ownership and investment groups presenting results and findings in a poised and professional manner
• Bachelor's in Business Administration, Economics, Hospitality Management, or related field
• Excellent communication skills and comfortability presenting data & analysis
• Strong understanding of hotel operations
• Strong ability to work in a team environment and collaboration during team meetings
• You are tech-savvy and comfortable integrating AI-driven workflows into daily routines to enhance personal productivity and stay ahead of industry trends
• Must be able to read, write, and understand the English language, prepare reports in the proper format, punctuation, spelling, and grammar; speak with poise and confidence

We are seeking an Account Manager to join our Property & Casualty Commercial Lines team in Dallas! This person will serve as the day-to-day contact for all client requests within an Energy book of business with direction from the Account Executive and prepares all relevant renewal materials from premium and loss summaries, exposures, coverage comparison, and premium and rate statements. 

What You'll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-Market accounts OR Emerging accounts) with direction from the Account Executive and prepares (or delegates where applicable) all relevant renewal materials (Premium & loss summary, exposures, coverage comparison, premium & rate, etc.)
• Partners with AE on client interactions, negotiations, technical analysis, and program design
• Supports AE with new client onboarding
• Building ability to anticipate problems through client or underwriter communications or industry changes
• Using the client workbook, and under the direction of the Account Executive, creates the marketing submission and manages ongoing negotiates with carriers
• Receives quotes, reviews for accuracy and desired coverages, terms, pricing from submission, generates and populates the proposal, and sends to Account Executive for completion/review
• Receives policies, sends instructions to the applicable COE, and keeps COE abreast of any changes that occur during negotiations with ability to process the policy if needed
• Performs premium allocations, surplus lines template preparation, Certificate of Insurance request template preparation & master approval, on-demand certificates, basic contract reviews, policy endorsements, resolving coverage and premium discrepancy issues, and audits on expired and/or non-renewed policies

You Should Have

• Experience with a diversified client book of business preferred
• Ability to work within AMS and maintain data completeness standards
• Strong organizational skills
• Ability to work independently
• Ability to build underwriter and client relationships
• Ability to delegate to appropriate parties when necessary
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Holds or is pursuing general insurance designation (preferred)
• Some travel required (depending on book of business & industry)
• Strong communication skills both written and verbal

#LI-JS1

SUMMARY

• This is a fully onsite role and will report into our office in Fort Worth, TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As an Account Executive, AKA "Strategic Growth Manager", you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

SUMMARY

• This is a fully onsite role and will report into our office in Fort Worth, TX. 
  • With that being said, you will spend a significant portion of your time meeting clients and prospects in the field.
  • While your administrative and team collaboration tasks will take place at our office, your primary focus will be building relationships and driving revenue through in-person interactions.
• Our Strategic Growth team is the face of the company and the engine of our market expansion. As an Account Executive, AKA "Strategic Growth Manager", you are directly responsible for driving net-new revenue.
• In its simplest form, the SGM’s role is to bring top producing agents to Compass by effectively selling the Compass value proposition (technology, marketing, culture and growth). Successful SGMs influence top agents to leave their current brokerage and join Compass. Since every agent is an independent contractor they can take their business wherever they receive the best value and support.
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations.

METRICS

• This is a quota carrying role. Your quota per quarter is metric’d by the number of principal agents you successfully bring to Compass. Our deal size is anywhere from $200k - $3M+, with an average time to close at about 30 days.
• You can meet quota each quarter by bringing on a number of individual agents or large agent teams. Your quota is based on the prior 12 months performance of that agent or team. It is not contingent upon their future production once at Compass.
• You are tasked with helping agents understand why their business, and their clients, will benefit by moving to Compass.

NUANCES

• This is a more humanized sale than your average sales process as you are dealing directly with decision makers. You can think of every agent as the CEO of their own business - with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
• Think about a top producing agent who’s been with a brokerage for 15+ years. Their personal and professional identity is often wrapped up in that brokerage’s brand. Successfully decoupling an agent from their prior brokerage takes outstanding patience, listening, agility and ultimate focus to get the deal done.
• The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds such as investment banking, management consulting, law and enterprise sales.
• By virtue of the space we are operating in, the talent on the team and the incredible momentum in our business, we are seeing our SGM’s conservatively generate 15x more revenue per head than the top tech firms in the world.

QUALIFICATIONS

• B.A. or B.S. with 5+ years of relevant experience
• Strong interpersonal skills, glass-half-full mentality
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to multi-task and handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

Reports To: Executive Director  

About Luminary Hospice: 

At Luminary Hospice, we are a mission-driven organization that empowers our team members to shape our culture in order to allow them to provide the highest quality support to patients and families throughout their entire end-of-life journey. 

Our mission is to deliver personalized care that radiates compassion and preserves dignity for all that we are honored to serve on their end-of-life journey. We are centered on caring for the whole person – with expert medical care, pain management as well as emotional and spiritual support along with resources, information, and emotional support for families and caregivers.  

About the role:  

The Hospice Care Consultant provides education and brings awareness to the hospice benefit with a primary focus on developing and maintaining relationships that give access to eligible patients to receive hospice services.  

Job Responsibilities:  

1. Assists the Executive Director/Administrator in establishing organization volume projections in the annual budget. 

1. Initiates marketing and promotional initiatives to achieve budgetary volume projections. 

1. Conducts market assessments and develops a comprehensive marketing plan designed to meet budgetary projections. 

1. Establishes and maintains positive working relationships with current and potential referral sources. 

1. Educates facilities, families, and the community at large on the hospice benefit. 

1. Provides leadership in strategic planning including identifying opportunities for additional or improved services to address customer needs. 

1. Support care team in field by gathering referral information, helping to obtain orders, and following up on pending referrals. 

1. Ensure annual education is completed and documented. 

1. Accountable to goals set by agency leadership, including development of unique referral sources, territory growth, and achieving admission/census goals. 

1. Other duties as assigned. 

The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents in this job. The incumbents may be requested to perform job related tasks other than those stated in this description. 

Job Qualifications:  

1. A bachelor's degree in marketing, Business Administration, or related field preferred.
2. At least two (2) years experience in health care marketing, preferably in hospice care preferred.
3. Proficient in MS Office applications and ability to learn department and job-specific software systems.
4. Demonstrate organizational skills.
5. Demonstrate effective verbal and written communication skills.
6. Demonstrate analytical skills when problem-solving.
7. Demonstrate great attention to detail and a high degree of accuracy.

CORE COMPETENCIES: 

• Communication: Demonstrate knowledge to reply and receive information to and from others. 

• Customer Service: Works with customers to assess their needs in an effort to meet/exceed requirements and expectations. 

• Emotional Intelligence: Demonstrates knowledge on how to manage oneself and how to interact successfully with others. 

• Time Management: Demonstrate ability to manage your time productively and efficiently. 

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   

While performing the duties of this job, the employee is frequently required to sit or stand. The employee must occasionally lift and/or move up to 50 pounds. 

Equal Employment Opportunity: 

Luminary Hospice is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We do not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws. We are committed to providing a work environment free from discrimination and harassment, where all individuals are treated with respect and dignity. All employment decisions at Luminary Hospice are based on business needs, job requirements, and individual qualifications. 

Compensation and Benefits:  

Luminary Hospice offers a competitive compensation package, along with a comprehensive benefits package that includes health, dental, and vision insurance, retirement savings options, and more. Our benefits are designed to support your health, well-being, and long-term financial goals. 

#ZR

Job Title/Position: Vice President of Business Development

Location: Remote, United States 

Reports To: Chief Growth Officer 

About Luminary Hospice:

At Luminary Hospice, we are a mission-driven organization that empowers our team members to shape our culture in order to allow them to provide the highest quality support to patients and families throughout their entire end-of-life journey.

Our mission is to deliver personalized care that radiates compassion and preserves dignity for all that we are honored to serve on their end-of-life journey. We are centered on caring for the whole person – with expert medical care, pain management as well as emotional and spiritual support along with resources, information, and emotional support for families and caregivers. 

About the role:

The Vice President of Business Development is a strategic and hands-on leader responsible for driving census growth and referral development across all markets. Reporting directly to the Chief Growth Officer, this role partners closely with Hospice Care Consultants (HCCs) and market leaders to develop and execute sales strategies, strengthen referral partnerships, and achieve revenue goals.

This leader will build a culture of accountability, coaching, and performance, ensuring that Luminary Hospice is recognized as the provider of choice in every community we serve.

Job Responsibilities: 

• Sales Leadership & Strategy
          •       Collaborate with the Chief Growth Officer to design, implement, and refine sales strategies aligned with organizational growth goals.
          •       Translate organizational objectives into actionable field sales plans, KPIs, and performance metrics.
          •       Monitor performance against targets, identifying trends, risks, and opportunities.

• Team Development & Coaching
          •       Directly oversee Hospice Care Consultants in the field, ensuring consistent execution of sales strategies.
          •       Provide ongoing coaching, training, and mentorship to HCCs to enhance referral development skills.
          •       Foster a high-performance culture built on accountability, recognition, and professional growth.

• Market & Business Development
          •       Build and maintain strong relationships with key referral sources, including physicians, hospitals, skilled nursing facilities, and community partners.
          •       Partner with Executive Directors and operational leaders to ensure alignment between sales activity, census growth, and patient care delivery.
          •       Conduct regular field visits with HCCs to model best practices and support market development

• Collaboration & Reporting
          •       Work closely with cross-functional teams (marketing, operations, HR) to ensure alignment on messaging, brand positioning, and recruitment of top talent.
          •       Provide accurate and timely reporting on sales performance, referral trends, and competitive intelligence to the Chief Growth Officer.
          •       Contribute to the development of growth forecasts and market expansion strategies.
  
  

Job Qualifications: 

        •       Bachelor’s degree in Business, Marketing, Healthcare Administration, or related field (Master’s preferred).
        •       7+ years of progressive sales leadership experience in hospice.
        •       Proven ability to lead field-based sales teams to exceed census and revenue targets.
        •       Strong knowledge of hospice referral networks, healthcare regulations, and payer models.
        •       Excellent communication, coaching, and relationship-building skills.
        •       Data-driven mindset with ability to translate metrics into actionable strategies. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is frequently required to sit or stand. The employee must occasionally lift and/or move up to 50 pounds. 

Equal Employment Opportunity:

Luminary Hospice is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We do not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws. We are committed to providing a work environment free from discrimination and harassment, where all individuals are treated with respect and dignity. All employment decisions at Luminary Hospice are based on business needs, job requirements, and individual qualifications.

Compensation and Benefits:

Luminary Hospice offers a competitive compensation package, along with a comprehensive benefits package that includes health, dental, and vision insurance, retirement savings options, and more. Our benefits are designed to support your health, well-being, and long-term financial goals.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Under moderate guidance, receives initial international Employee Benefits and Property & Casualty requests from all IMA market offices; assigns request to appropriate IMA Global team member or internal stakeholder
• Under direct guidance, assists Global AE and Global Practice Lead with marketing and data collection process for new and existing lines of coverage
• Under direct guidance, creates client-facing sales materials and internal training documents and/or presentations
• Assists with scheduling and logistics for training opportunities for all market offices
• Creates comparison spreadsheets for AE and/or Practice Lead to review policy documents for all sold and bound coverages
• Assists with communicating binding instructions for international EB and P&C programs
• Responsibility for EPIC account review and data entry for accounts
• Responsibility for content creation and updates on Global Risk & Benefits SharePoint site
• Responsibility for policy and information entry of reverse flow accounts for partner data systems

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• Required: strong project management skills
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Attains and maintains the appropriate insurance agent/broker licensing required in state of domicile
• Limited travel required (less than 10%)
• Associate’s or Bachelor’s degree preferred or equivalent experience

#LI-JS1

The total target compensation for this role is $240,000 - $280,000. #LI-KS1

Job Description: 

The Regional Business Manager (RBM) will shape the Territory Account Manager (TAM) organization by creating a culture of performance and accountability based in transforming the standard of care in diagnosing CAD.

The RBM will hire, train, coach and develop their respective territory account manager team to execute against specific critical behaviors that deliver growth results. The Territory Account Manager (TAM) will be the face of Heartflow within a specific geographic region. The RBM will work with customers to ensure that they are extremely successful with Heartflow’s non-invasive cardiovascular diagnostic technology. It is the responsibility of the RBM to provide the team with expectations, resources and coaching to the standard that drives Heartflow adoption through the network of referring physicians. The position will partner with TAMs and accounts to proactively support, educate, and provide solutions to build high customer satisfaction.

This is a customer- facing role.  The primary focus is on spending time with direct sales team and customers. Customers include yet are not limited to Cardiologists, Internists, general practitioners, Nurse practitioners and physician assistance that manage patients with ACS/CAD.

Job Responsibilities:

• Will work cross functionally to create solutions as new opportunities present.
• Create progressive programming that disrupts the traditional means to reach ordering physicians who treat and manage patients with CAD.
• Will work directly with key strategic Heartflow accounts to drive growth and adoption of a cCTA and FFRct clinical pathway. In these accounts, the RBM will develop and execute business development plans working closely with the account’s key stakeholders.
• Facilitate cross-functional collaboration throughout the organization. Tools for program development could include key deployment of Heartflow’s internal leadership and physician mentors, organizing and staffing of dinner programs, VIP Visits, organizing Heartflow CT Pathway road-shows, referring physician office meetings, etc. This role will work closely with the other Heartflow team members to include respective TSM, Marketing, Market Access, CT Apps, Product Development and Clinical.
• Increase Heartflow usage within the designated key strategic Heartflow account by:
  • Maintaining and building relationships with referring physicians and other key clinical stakeholders
  • Educating customers on Heartflow’s value proposition by giving presentations/ having discussions with referring MDs
  • Promoting / championing Heartflow and building advocacy
• Production/Success/Achievement of the Territory Account Manager will be evaluated and based on performance in active/targeted accounts (metrics):
  • Meet / exceed quota for the strategic Heartflow accounts (within existing customer locations).
  • cCTA growth (conversion of non-invasive tests) and FFRct penetration / case growth over baseline (% and $) in assigned accounts.

Skills Needed:

• Meeting Sales Goals, Motivation for Sales team, Territory Management, Presentation Skills, Performance Management, Building Relationships, Emphasizing Excellence, Negotiation, Results Driven, Sales Planning, Managing Profitability
• Demonstrate ability to hire, develop, performance manage and promote talent
• Proven sales management skills and track-record of sales achievement
• Account development - Experience building and supporting strong clinical programs
• Clinical / technical proficiency - Quick learner able to grasp new clinical/technical information and then disseminate to customers.
• Develop relationships with key account stakeholders, drive awareness of a cCTA/FFRct pathway, broaden Heartflow referrals, and deepen Heartflow adoption.
• Work in a cross functional capacity to coordinate field and HQ resources needed to support focused customers and execute program development plans, support sales, marketing, education and training.
• Customer-focused mentality.
• Knowledge of cardiac patient pathways and diagnostic technology is preferred.
• Self-motivated and ability to initiate, organize, and complete projects.
• Excellent problem-solving ability, especially under pressure.
• Extremely strong work ethic.
• Works well in a cross-functional team environment.
• Excellent verbal and written communication skills. Professional etiquette.
• Experience with Salesforce.com or similar CRM

Educational Requirements & Work Experience: 

• 4-year degree with 5+ years of related sales or clinical experience or 2-year degree with 7+ years related sales or clinical experience.
• Degree in Science, Medical, Business, Marketing or Technical field is preferred.
• Prior experience in medical device, cardiology pharmaceuticals, cardiology radio-pharmaceuticals, hospital, or medical software is highly desired
• Experience with introducing new cardiovascular technologies into hospitals is highly desired

Physical Demands of the Job: Up to 60% travel from your home office is expected.

PMG's People & Culture team includes People Operations, HR Business Partnership, Learning & Development, Organizational Effectiveness, Talent Acquisition, and HR Project Management.  If you are interested in joining this world-class team but do not see a role posted that fits your skills and experience, share your resume and information with us here.

ESSENTIAL JOB FUNCTIONS  

The Inspire Territory Manager will lead commercialization activities introducing Obstructive Sleep Apnea (OSA) therapy to assigned sales territory. Performance objectives will include achieving sales plan and therapy awareness milestones. Assess new potential accounts within assigned sales territory.  The candidate can live in the Fort Worth metro area and the territory includes Irving, Arlington and Mansfield. 

OPPORTUNITIES YOU WILL HAVE IN THIS ROLE  

• A solid understanding of OSA technology as well as device implantation and follow-up procedures. 
• Drives implant growth to achieve sales plan through prompt account activation and efficient patient throughput. 
• Orchestrates commercial site assessment, selection, and development. 
• Achieves and exceeds assigned sales quota. 
• Ensures commercial centers follow patient selection guidelines, implant techniques and effective therapy method. 
• Facilitates local payer education and development process. 
• Works closely with marketing and sales operations teams to refine and enhance both organic and direct-to-patient outreach programs. 

WHAT YOU CAN BRING TO OUR GREAT TEAM

Required: 

• Bachelor’s degree with 2 years minimum sales experience in Medical Device or Pharmaceutical industry. In lieu of a degree, 5 years minimum sales experience in Medical Device or Pharmaceutical industry or 3 years previous experience at Inspire Medical Systems working directly with our therapy in a clinical setting.
• Strong computer skills with MS office including PowerPoint and Excel. 
• Ability to manage simultaneous priorities, changing deadlines. 
• Ability to travel (including overnights as needed) within territory. 

Preferred: 

• Experience with assisting in the implantation and follow up of implantable devices. 
• Experience in market development and building referral programs within the medical industry. 
• Product launch and account experience.  

#LI-Remote

Business Intelligence & Data Analyst

Location: Hybrid
Type: Full-Time
Reports to: Director of Business Intelligence

We're looking for an analytically strong, hands-on BI & Data Analyst with 3-5 years of experience turning data into decisions. In this role, you'll own our Power BI environment, work directly in Microsoft Fabric, and partner across the business to deliver reporting and insights that drive better decisions.

About MyFundedFutures

MyFundedFutures (MFF) is a fast-growing futures evaluation and trading firm built for the next generation of global traders. We sit at the intersection of capital markets, technology, and risk, giving traders the tools, capital, and infrastructure to succeed.

Our data platform is already built on Microsoft Fabric using a Medallion architecture (Bronze, Silver, Gold), with clean, structured data flowing across trading platforms, CRM, risk engines, payments, support, and marketing data. The foundation is in place. Now we need someone to expand our Power BI ecosystem across the business and help strengthen a culture where decisions are backed by data.

What You'll Be Doing

Data & Reporting

• Own our Power BI environment end to end, including semantic models, DAX, and dashboards for executive leadership, risk, finance, operations, marketing, and support.
• Maintain and improve data pipelines in Microsoft Fabric, including Data Pipelines, Dataflows, and Notebooks, to keep data flowing reliably across the business.
• Build scalable data models using star schema and fact/dimension design principles.
• Deliver automated daily, weekly, and monthly reporting that gives teams timely, reliable access to key metrics.

Analysis & Insights

• Analyze trader behavior, including success rates, churn, risk signals, and anomalies.
• Support pricing, product, and growth decisions through scenario modeling, sensitivity analysis, and financial performance reviews.
• Identify early warning signals in risk and operational data before they become larger issues.

Cross-Functional Partnership

• Partner closely with the COO, Risk, Finance, Marketing, Product, and Support teams to translate business questions into analytical frameworks and actionable insights.
• Act as a trusted internal partner who helps teams understand what is happening in their area of the business and why.

What We're Looking For

Required

• 3-5 years of experience in business intelligence, data analytics, or a related field.
• Strong SQL skills, including complex queries, CTEs, window functions, and performance tuning.
• Hands-on Power BI experience, including semantic models, DAX, and business-critical reporting.
• Python and/or PySpark experience for data work, including pandas, scripting, API calls, and automation.
• Strong data modeling fundamentals, including schema design, grain definition, and scalable reporting structures.
• Experience with Microsoft Fabric or a comparable platform such as Azure Synapse, Data Factory, or Databricks.
• Experience integrating data from APIs, webhooks, or third-party SaaS platforms.
  
  

Nice to Have

• Experience in capital markets, futures trading, prop firms, or brokerage operations.
• Familiarity with drawdowns, leverage, volatility, and liquidation concepts.
• Experience working with financial time-series data.
• Interest in machine learning use cases such as churn prediction, anomaly detection, and forecasting, with openness to tools such as AutoML and MLflow as that capability evolves.

How You Work

• You translate complex data into clear, practical narratives for non-technical stakeholders.
• You work autonomously and are comfortable taking initiative in a fast-moving environment.
• You bring a strong sense of ownership and follow through on problems from identification to resolution.
• You are comfortable operating in ambiguity and can create structure when priorities are evolving.
• You think critically and creatively, challenge assumptions, and look for better ways to solve problems.

Why MFF

• Help shape how a high-growth trading firm makes decisions.
• Work alongside experienced operators from capital markets, fintech, and trading technology.
• Flexible work environment focused on outcomes and impact.
• Competitive compensation and meaningful room to grow as the company scales.

Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Strategic Growth Partner, you are directly responsible for driving net-new pipeline for our Strategic Growth Team.

*This is a fully on-site role in our Fort Worth office*

In its simplest form, the SGP’s role is to educate the Compass Agent Community on the benefits and importance of contributing to the Strategic Growth of Compass. Successful SGPs partner with Compass Agents to identify who in their network of Prospective Agents should be introduced to a Strategic Growth Manager. The Strategic Growth Manager then meets with the Prospective Agent to discuss the Compass value proposition (technology, marketing, culture and growth). SGPs are the future of the Strategic Growth organization. In addition to the direct impact this role has as a partner to the SGMs in the market, you will ultimately be working toward the goal of becoming an SGM yourself. From onboarding all the way through a formal SGP-to-SGM training program, your focus will be on developing the skills and knowledge that line a direct path into the closing sales position.

ROLE SPECIFICS

• You generate new business opportunities to build our sales pipeline through both inbound and outbound efforts
• Outreach directly into prospective agents that fit our ideal persona via cold-calls, text, emails, integrated marketing campaigns, LinkedIn campaigns and other methods
• Articulate our value prop and objection handle to create qualified opportunities in your market
• You work closely with the Strategic Growth Managers and Team Leaders to develop successful prospecting strategies,
• Document all activities within our CRM, maintaining flawless data management
• Drive active engagement with new and existing leads through creative follow-up communications
• Collaborate cross-functionally to create new processes and refine existing processes through innovative thinking
• Analyze addressable market in nascent geographies and create demand for disruptive technology
• Become a critical part of the high performing team, adding value to each SGM’s sales process

QUALIFICATIONS

• Bachelor’s degree with 2+ years of relevant experience with history of strong performance (SDR, Customer Success/Service, Direct Sales, Account Management)
• Strong interpersonal and rapport-building skills, glass-half-full mentality, natural leader
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision, comfortable with ambiguity
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

COMPENSATION

The base pay range for this position is $38.46-$43.27 per hour ($80,000-$90,000 annualized); however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Sales Development Representative (Strategic Growth Partner), you are directly responsible for driving net-new pipeline for our Strategic Growth Team.

*This is a fully on-site role in our Fort Worth office*

In its simplest form, the SGP’s role is to educate the Compass Agent Community on the benefits and importance of contributing to the Strategic Growth of Compass. Successful SGPs partner with Compass Agents to identify who in their network of Prospective Agents should be introduced to a Strategic Growth Manager. The Strategic Growth Manager then meets with the Prospective Agent to discuss the Compass value proposition (technology, marketing, culture and growth). SGPs are the future of the Strategic Growth organization. In addition to the direct impact this role has as a partner to the SGMs in the market, you will ultimately be working toward the goal of becoming an SGM yourself. From onboarding all the way through a formal SGP-to-SGM training program, your focus will be on developing the skills and knowledge that line a direct path into the closing sales position.

ROLE SPECIFICS

• You generate new business opportunities to build our sales pipeline through both inbound and outbound efforts
• Outreach directly into prospective agents that fit our ideal persona via cold-calls, text, emails, integrated marketing campaigns, LinkedIn campaigns and other methods
• Articulate our value prop and objection handle to create qualified opportunities in your market
• You work closely with the Strategic Growth Managers and Team Leaders to develop successful prospecting strategies,
• Document all activities within our CRM, maintaining flawless data management
• Drive active engagement with new and existing leads through creative follow-up communications
• Collaborate cross-functionally to create new processes and refine existing processes through innovative thinking
• Analyze addressable market in nascent geographies and create demand for disruptive technology
• Become a critical part of the high performing team, adding value to each SGM’s sales process

QUALIFICATIONS

• Bachelor’s degree with 2+ years of relevant experience with history of strong performance (SDR, Customer Success/Service, Direct Sales, Account Management)
• Strong interpersonal and rapport-building skills, glass-half-full mentality, natural leader
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision, comfortable with ambiguity
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

COMPENSATION

The base pay range for this position is $38.46-$43.27 per hour ($80,000-$90,000 annualized); however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

Our Strategic Growth team is the face of the company and the engine of our market expansion. As a Business Development Representative (Strategic Growth Partner), you are directly responsible for driving net-new pipeline for our Strategic Growth Team.

*This is a fully on-site role in our Fort Worth office*

In its simplest form, the SGP’s role is to educate the Compass Agent Community on the benefits and importance of contributing to the Strategic Growth of Compass. Successful SGPs partner with Compass Agents to identify who in their network of Prospective Agents should be introduced to a Strategic Growth Manager. The Strategic Growth Manager then meets with the Prospective Agent to discuss the Compass value proposition (technology, marketing, culture and growth). SGPs are the future of the Strategic Growth organization. In addition to the direct impact this role has as a partner to the SGMs in the market, you will ultimately be working toward the goal of becoming an SGM yourself. From onboarding all the way through a formal SGP-to-SGM training program, your focus will be on developing the skills and knowledge that line a direct path into the closing sales position.

ROLE SPECIFICS

• You generate new business opportunities to build our sales pipeline through both inbound and outbound efforts
• Outreach directly into prospective agents that fit our ideal persona via cold-calls, text, emails, integrated marketing campaigns, LinkedIn campaigns and other methods
• Articulate our value prop and objection handle to create qualified opportunities in your market
• You work closely with the Strategic Growth Managers and Team Leaders to develop successful prospecting strategies,
• Document all activities within our CRM, maintaining flawless data management
• Drive active engagement with new and existing leads through creative follow-up communications
• Collaborate cross-functionally to create new processes and refine existing processes through innovative thinking
• Analyze addressable market in nascent geographies and create demand for disruptive technology
• Become a critical part of the high performing team, adding value to each SGM’s sales process

QUALIFICATIONS

• Bachelor’s degree with 2+ years of relevant experience with history of strong performance (SDR, Customer Success/Service, Direct Sales, Account Management)
• Strong interpersonal and rapport-building skills, glass-half-full mentality, natural leader
• Self-starter attitude and ability to exercise judgment and solve difficult problems without direct supervision, comfortable with ambiguity
• Excellent communication skills; ability to effectively lead client meetings and presentations
• Highly organized; ability to handle multiple deadlines simultaneously
• Track record of excellence across strategic, operational, and detail-demanding functional responsibilities

COMPENSATION

The base pay range for this position is $38.46-$43.27 per hour ($80,000-$90,000 annualized); however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits. Base pay is based on market location. Minimum wage for the position will always be met.

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Responsibility for design and implementation of International Programs and CMPs
• Under minimal guidance, prepares and markets global renewal submissions, including gathering information and markets and/or delivers submissions to underwriters
• Coordinates strategy meetings and participates in client account review meetings, marketing meetings, and/or client proposal presentations
• Responsibility for completing the Global Risk Insurance Manuals on specified accounts
• Provides input in the development and implementation of department policies and procedures, as well as operating and strategic plans within area of specialty
• Manages the Global Account Coordinator and/or the Account Manager to input client data in the WBNet3.0 system or other partner systems for select international reverse flow accounts
• Manages Global Account Manager and/or Account Coordinator regarding the account review information and the bind coverage information in conjunction with workflow standards
• Responds to and finalizes RFP requests
• Researches and understands international industry trends, product development, and government regulations globally
• Assists Director of Global Risk & Benefits in training, mentoring of IMA associates, and department projects and initiatives

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 5 to 10 years of similar or related experience
• Bachelor’s degree preferred or equivalent experience
• Attains and/or maintains professional designation or license: CIC and/or CPCU required
• Preferred: intermediate EPIC Applied Systems experience
• Experience with MS Office products required (specifically Teams, PowerPoint, Outlook, Word and Excel)
• Moderate travel required (25-50%)
• Required: strong written and oral communication skills
• Required: strong analytical and insurance interpretation skills

COMPETENCIES & TRAITS:

• Business Acumen
• Professionalism
• Building relationships
• Problem Solving
• Communicating

#LI-JS1

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
• preparation of submissions
• market searches
• presentations to underwriters
• communications to service team members including AE/Producers
• analysis of contracts and financial statements as necessary
• preparation of proposals
• Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
• Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
• Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
• Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
• Claims advocacy as needed on non-complex claims
• Reads and understands the basic components of a financial statement
• Reads, understands, and articulates the details of an organizational chart
• Knowledge of the ERS workflows and responsibilities
• Maintains EPIC integrity of data in accordance with workflow

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 4 to 7 years of experience in Executive Risk or Management Liability preferred
• Bachelor’s degree preferred or equivalent experience
• Technical education development (Management Liability Specific classes, designations, etc.)
• Intermediate Microsoft Office skills required
• Property & Casualty License required
• Written and verbal communication competencies required
• Critical:
• Tracks all tasks to applicable deadlines
• Handles high volume demands accurately with little lead time
• Responds timely and accurately

#LI-JS1

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

The anticipated posting timeline for this opportunity is 2/13/2026-3/13/2026.

Role Overview

MyFundedFutures is seeking a Director, Marketing - Futures Brokerage to lead growth for its regulated brokerage. This role owns customer acquisition end-to-end, with a focus on compliant marketing, top-of-funnel growth, and driving customer deposits. The ideal candidate has experience marketing for a regulated financial entity and understands how to acquire and monetize retail traders or investors.

Key Responsibilities

• Lead compliant media and messaging to build and scale a strong top of funnel.
  
  
• Work closely with senior leadership to develop and execute a customer acquisition strategy.
  
  
• Build, grow, and nurture an email database to support onboarding, engagement, and retention.
  
  
• Drive revenue per user through lifecycle marketing, segmentation, and optimization.
  
  
• Own all marketing channels and performance metrics.
  
  
• Hire, manage, and scale a marketing team as the brokerage grows.
  
  

Success Metrics

• Top-of-funnel engagement and qualified traffic
  
  
• New customer account funding and deposits
  
  
• Revenue per user and conversion efficiency
  
  

Requirements

• Prior experience working for a regulated financial entity (brokerage, fintech, exchange, or similar).
  
  
• Proven experience marketing to retail traders or retail investors.
  
  
• Strong understanding of compliance and regulated marketing environments.
  
  
• Experience owning acquisition funnels and scaling marketing programs.
  
  
• Ability to operate strategically while remaining hands-on.

ROLE SUMMARY:

The Risk Control Client Experience & Technology Manager is responsible for identifying and implementing operational best practices within the Risk Control Division to ensure a positive “Client Experience”. This will include identifying, developing, deploying and maintaining a variety of software tools accessed by clients and Risk Control teammates. The members of the Risk Control team will also be considered clients, and this position will enhance the performance of the Risk Control Team by automating or offloading administrative tasks from the team in support of the team’s long-term strategic plan.  This person will support Risk Control Team Leaders and Risk Control Industry Leaders to have resources, best practices, and enhance collaboration across all offices to support new business and client retention. Once established, to ensure a current knowledge of the operational demands on Risk Control, this position may also be responsible for approximately a 25% client service workload direct to IMA clients.

Essential job responsibilities include but are not limited to:

• Supports Risk Control Team by responding to client questions on software tools.
• Demonstrates IMA’s core values and values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Support Risk Control Team Leaders and Risk Control Industry Leaders to increase efficiency and margin through centralized access to tools, resources, marketing tools, and success stories.
• Interacts professionally with Risk Control Teammates, Market Leaders, Producers and AEs to aid in client retention and garnering new business.
• Act as a trusted advisor and resource to teams related to gathering, interpreting, and reporting out on data initiatives such as Loss Source Analysis and Safety Perception Surveys.
• Identify, develop, deploy and maintain technology solutions for Risk Control projects and initiatives as prioritized by Risk Control and Shared Services Leadership. (e.g. workload tracking)
• Search out and maintain a vendor list of vetted vendors for internal use and referral to clients.
• Update clients using 3rd party software tools and negotiate renewals based on accurate usage.
• Act as Liaison to outsourced operational partners, (e.g., ResourcePro and Loss Analysis Tools) and provide recommendations related to process improvements.
• Manage operational aspects of 3rd party vendor relationships, including agreements, billing, expense reconciliation, legal review, and vendor setup/termination.
• With minimal guidance, provide leadership to the Project Coordinator and ensure that project visibility is shared with internal customers at least monthly.
• Deliver Risk Control service to assigned external clients to ensure client retention.

Required Experience and Skills: include but are not limited to:

• Five to ten years of similar or related experience.
• Strong project management skills.
• Expert experience with MS Office products required in Excel, PowerBI and other Microsoft Apps and products.
• Knowledge of agency management systems software, preferably Epic.
• Moderate amount of travel required (less than 25%).
• Bachelor’s Degree preferred or equivalent experience.

#LI-JS1

The National Healthcare Practice Leader is responsible for advancing IMA’s national presence, growth, and expertise across the healthcare industry. This leader brings deep technical knowledge of healthcare risk, sophisticated carrier relationships, and a strategic mindset oriented around complex healthcare delivery models and regulatory environments. They serve as a highly visible resource across geographies.

Essential Responsibilities:

Growth, Production & Market Impact

• Drive national new business growth within hospitals, physician groups, senior living, behavioral health, healthcare staffing, managed care organizations, and other care‑delivery sectors.
• Actively support producers on complex healthcare opportunities, including underwriting strategy, program structure, clinical risk insights, and differentiating IMA in competitive RFP environments.
• Provide direct involvement on high‑value pursuits, including large health systems, multi‑state operators, and organizations with sophisticated risk financing needs.
• Participate in internal business reviews, prospect meetings, and client presentations, representing IMA’s national healthcare expertise.
• Bring forward timely insights on healthcare industry trends—such as consolidation, regulatory changes, professional liability climate, staffing challenges, and reimbursement pressures—and apply them to client strategy.

Healthcare Specialty Strategy & National Alignment

• Develop and execute the national strategic plan for the Healthcare & Social Services Practice, ensuring alignment with IMA’s enterprise goals.
• Align service standards, technical expectations, and client delivery models across all IMA markets to ensure consistency for healthcare clients nationwide.
• Identify emerging risks (e.g., cyber, EPL, medical professional liability, managed‑care E&O, regulatory fines/penalties) and build practice capabilities to address them.
• Represent IMA in healthcare associations, national groups, and specialty forums involving hospital leadership, senior living executives, physician enterprise leaders, and nonprofit providers.

Carrier and Market Relationships

• Build and maintain deep relationships with healthcare‑specialized carriers—particularly medical professional liability carriers, alternative risk partners, programs/MGUs, and managed‑care insurers.
• Lead national carrier strategy for healthcare placements, program design, alternative risk financing, and market‑facing positioning.
• Collaborate with key carrier partners to develop innovative solutions in response to industry shifts such as staffing shortages, litigation trends, senior living acuity levels, or physician practice consolidation.
• Facilitate carrier engagement to bring new programs, benchmarking data, and thought leadership to IMA’s clients and internal teams.

Talent Development & Team Leadership

• Mentor and develop healthcare‑specialized talent across production, account management, analytics, and claims—ensuring deep vertical expertise throughout the practice.
• Oversee healthcare‑specific training programs, including MPL fundamentals, loss‑sensitive program structures, captive and RRG strategies, regulatory compliance exposures, and post‑acute risk trends.
• Partner with Market Presidents on specialty‑focused hiring, promotions, and team alignment.
• Build a sustainable national bench of healthcare experts and maintain a succession plan for healthcare leadership roles.

Collaboration & Internal Integration

• Coordinate closely with Market Presidents, Commercial Lines Leaders, producers, claims teams, and analytics resources to ensure seamless delivery for healthcare clients
• Lead national healthcare practice calls and cross‑market collaboration, uniting healthcare experts across IMA’s footprint.
• Promote knowledge sharing, including emerging case law, medical professional trends, carrier appetite changes, and risk‑management best practices.
• Partner with Marketing to elevate IMA’s brand in the healthcare space through conferences, association involvement, and thought leadership.
• Identify and support M&A opportunities that expand IMA’s healthcare capabilities or geographic reach.

Required Experience & Skills

• Extensive healthcare‑related brokerage, underwriting, or risk‑management experience, with deep technical mastery of healthcare exposures.
• Strong knowledge across key healthcare verticals such as hospitals, senior living, behavioral health, physician groups, ambulatory surgery centers, managed care organizations, and social services.
• Demonstrated excellence in developing and maintaining senior‑level relationships with healthcare executives, carrier leaders, and strategic partners.
• Proven ability to lead national pursuits, design complex insurance programs, and support sales initiatives.
• Experience managing or advising on large healthcare books of business, including loss‑sensitive and alternative risk structures.

#LI-JS1

About the Role

We’re launching a new futures Introducing Broker (IB) focused on both retail and professional traders. Our IB will leverage the infrastructure, technology, and brand reputation of our profitable proprietary trading firm to deliver a best-in-class customer experience and a modern brokerage model.

As the Head of Brokerage Operations, you’ll lead the operational, regulatory, and technical buildout of the IB. This is a ground-floor leadership role with full ownership over establishing compliant systems, teams, and procedures under CFTC and NFA standards, while designing scalable, tech-forward operations from day one.

Key Responsibilities

Regulatory & Compliance Leadership

• Serve as the firm’s Principal and Associated Person (AP) under NFA/CFTC registration (Series 3 and 30 licenses required).

• Develop and maintain Written Supervisory Procedures (WSPs).

• Oversee all regulatory programs, including AML/KYC, trade surveillance, financial reporting, and business continuity (BCP).

• Coordinate with clearing FCM(s) to ensure all give-up agreements, data feeds, and workflows meet compliance standards.

• Collaborate with the FINOP to supervise Form 1-FR-IB filings and annual audits.

• Partner with the CCO to oversee NFA examinations.

Operational Build-Out

• Architect the operational backbone for a retail-facing futures broker, covering account onboarding, trade reconciliation, and customer service protocols.

• Select, integrate, and manage clearing interfaces, OMS/EMS platforms, compliance systems, and back-office automation tools.

• Build and lead a high-performing operations team capable of scaling to thousands of active accounts.

Financial & Risk Management

• Work with the FINOP to ensure compliance with CFTC Regulation 1.10 (financial and net-capital requirements).

• Maintain robust reconciliation, segregation, and reporting procedures for customer transactions.

• Manage firm-wide risk and control frameworks covering operational and financial exposures.

Strategic Growth

• Support technology development to deliver best-in-class tools for retail customers and enhance sales and marketing initiatives.

• Source and establish new clearing relationships, technology partnerships, and retail marketing channels to drive growth.

• Contribute to educational and promotional content compliant with NFA Rule 2-29.

• Champion a culture of integrity, transparency, and client-first service.

Required Qualifications

• 10+ years of brokerage operations experience — ideally launching or scaling an NFA/CFTC-regulated Introducing Broker or FINRA-regulated Broker-Dealer.

• Deep knowledge of CFTC and NFA compliance and audit processes.

• Series 3 and Series 30 licenses (or ability to obtain within 120 days).

Nice to Have

• Series 7, 57, 99, or 24 licenses.

• Proven track record of building brokerage operations, compliance, and tech infrastructure from the ground up.

• Hands-on leader with strong communication skills and a growth mindset.

• Technical fluency in clearing systems, order routing, and regulatory APIs.

• Bachelor’s degree required; MBA or advanced degree preferred.