Head of Specialty Brokerage (Distribution) / Director of Brokerage Distribution
The Pacific Bridge Companies, Inc, Monrovia, CA, United States
Head of Specialty Brokerage (Distribution) / Director of Brokerage Distribution
The Specialty Brokerage Manageris responsible forbuilding and scaling TPBC’s specialty brokerage distribution platform. You are not stepping into an existing book of business. You are building a platform. This is not a traditional client management role. It is a distribution leadership role focused on: Recruiting and integrating high-quality brokerage partners Structuring and formalizing distribution relationships Driving production growth across a national broker network Building a scalable and repeatable brokerage infrastructure You will lead both business development (Finders) and relationship management (Minders), while serving as the senior lead for onboarding and integrating new brokerage partnerships. About Us
Do you want to help people create a more secure financial future for their loved ones? Become part of a different kind of organization, one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our global network of financial organizations and specialists, our Ohana. Founded in 1992, The Pacific Bridge Companies (TPBC) has deep roots in financial services and community leadership, dating back to the 1930s when our founder’s grandfather helpedeliminatediscriminatory practices in the U.S. life insurance industry. Today, we focus on making global financial navigation a reality. For globally mobile clients, navigating insurance, investments, banking, tax, and legal systems across borders is complex. We help financial advisors deliver coordinated, cross-border solutions through advanced planning, specialized products, and a global network of professionals. What began with a focus on Asia and the United States is now expanding globally. That expansion requires strongdistributionleadership. Key Responsibilities
Brokerage Growth and Recruitment
Recruit independent brokers, agencies, and distribution partners into the platform Identify and prioritize high-value brokerage relationships Develop targeted strategies to expand distribution reach Partnership Structuring and Integration
Structure and negotiate brokerage partnership agreements Serve as the senior integration lead for new brokerage relationships Establish onboarding standards and integration processes Relationship Management and Retention
Oversee Relationship Managers responsible for sourcing new opportunities Oversee servicing personnel supporting ongoing broker relationships Establish clear expectations, accountability metrics, and performance benchmarks Strengthen long-term partnerships through proactive engagement Production and Performance Management
Drive brokerage production growth through disciplined relationship management Monitor production trends and identify expansion opportunities Implement reporting and tracking systems for partner performance Carrier and Strategic Relationship Development
Maintain and expand strategic carrier relationships Engage with underwriting and executive teams when needed Ensure alignment between brokerage partners and carrier capabilities Internal Coordination
Partner with internal teams to ensure brokers have access to: Productexpertise Operational resources You're the Ideal Candidate If You
Have built or grown a brokerage or distribution network Are highly skilled at recruiting and integrating independent producers Are comfortable structuring agreements and negotiating partnerships Excel at long-term relationship development and strategic account management Can lead both revenue-generating and servicing teams Are disciplined in tracking performance and driving accountability Prefer building scalable systems over managing individual transactions What You Will Gain
Leadership of a core distribution vertical within TPBC Authority to build and scale a national brokerage network Direct influence over distribution strategy and growth Compensation aligned with production, growth, and platform expansion Visibility across carriers, partners, and executive leadership Opportunity to build a durable, scalable brokerage platform with long-term impact Compensation
$110,000 to $180,000* *Base Salary + Performance-Based Incentive Compensation Target total compensation: $110,000 to $180,000+ for a successful candidate Compensation is designed to reward: Brokerage partner recruitment and onboarding Distribution growth and production expansion Long-term relationship development and retention Strategic carrier and partner engagement High performers who successfully build and scale brokerage distribution will have the opportunity to exceed target compensation through incentive structures aligned with platform growth. Join Our Ohana
This role is designed for builders. Whether you are looking to create your own brokerage platform within a larger ecosystem, or scale beyond the limits of what you can build independently, this opportunity is structured to support that vision. If you are driven to build, lead, and create something durable, we should talk. The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.
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The Specialty Brokerage Manageris responsible forbuilding and scaling TPBC’s specialty brokerage distribution platform. You are not stepping into an existing book of business. You are building a platform. This is not a traditional client management role. It is a distribution leadership role focused on: Recruiting and integrating high-quality brokerage partners Structuring and formalizing distribution relationships Driving production growth across a national broker network Building a scalable and repeatable brokerage infrastructure You will lead both business development (Finders) and relationship management (Minders), while serving as the senior lead for onboarding and integrating new brokerage partnerships. About Us
Do you want to help people create a more secure financial future for their loved ones? Become part of a different kind of organization, one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our global network of financial organizations and specialists, our Ohana. Founded in 1992, The Pacific Bridge Companies (TPBC) has deep roots in financial services and community leadership, dating back to the 1930s when our founder’s grandfather helpedeliminatediscriminatory practices in the U.S. life insurance industry. Today, we focus on making global financial navigation a reality. For globally mobile clients, navigating insurance, investments, banking, tax, and legal systems across borders is complex. We help financial advisors deliver coordinated, cross-border solutions through advanced planning, specialized products, and a global network of professionals. What began with a focus on Asia and the United States is now expanding globally. That expansion requires strongdistributionleadership. Key Responsibilities
Brokerage Growth and Recruitment
Recruit independent brokers, agencies, and distribution partners into the platform Identify and prioritize high-value brokerage relationships Develop targeted strategies to expand distribution reach Partnership Structuring and Integration
Structure and negotiate brokerage partnership agreements Serve as the senior integration lead for new brokerage relationships Establish onboarding standards and integration processes Relationship Management and Retention
Oversee Relationship Managers responsible for sourcing new opportunities Oversee servicing personnel supporting ongoing broker relationships Establish clear expectations, accountability metrics, and performance benchmarks Strengthen long-term partnerships through proactive engagement Production and Performance Management
Drive brokerage production growth through disciplined relationship management Monitor production trends and identify expansion opportunities Implement reporting and tracking systems for partner performance Carrier and Strategic Relationship Development
Maintain and expand strategic carrier relationships Engage with underwriting and executive teams when needed Ensure alignment between brokerage partners and carrier capabilities Internal Coordination
Partner with internal teams to ensure brokers have access to: Productexpertise Operational resources You're the Ideal Candidate If You
Have built or grown a brokerage or distribution network Are highly skilled at recruiting and integrating independent producers Are comfortable structuring agreements and negotiating partnerships Excel at long-term relationship development and strategic account management Can lead both revenue-generating and servicing teams Are disciplined in tracking performance and driving accountability Prefer building scalable systems over managing individual transactions What You Will Gain
Leadership of a core distribution vertical within TPBC Authority to build and scale a national brokerage network Direct influence over distribution strategy and growth Compensation aligned with production, growth, and platform expansion Visibility across carriers, partners, and executive leadership Opportunity to build a durable, scalable brokerage platform with long-term impact Compensation
$110,000 to $180,000* *Base Salary + Performance-Based Incentive Compensation Target total compensation: $110,000 to $180,000+ for a successful candidate Compensation is designed to reward: Brokerage partner recruitment and onboarding Distribution growth and production expansion Long-term relationship development and retention Strategic carrier and partner engagement High performers who successfully build and scale brokerage distribution will have the opportunity to exceed target compensation through incentive structures aligned with platform growth. Join Our Ohana
This role is designed for builders. Whether you are looking to create your own brokerage platform within a larger ecosystem, or scale beyond the limits of what you can build independently, this opportunity is structured to support that vision. If you are driven to build, lead, and create something durable, we should talk. The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.
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