Simplicity Group, one of the nation’s largest and fastest-growing financial product distribution companies, announced Friday that Heather Ulz will assume new responsibilities for the broader Simplicity group of companies, leading integration of partner operations into Simplicity’s one national platform.
Simplicity, based in Summit, supports independent financial professionals, banks, broker-dealers and wealth management firms — and, by extension, their clients — with investment, annuity and life insurance solutions, sales tools and marketing strategies in support of a holistic financial plan.
In this new role as executive vice president, Ulz will develop the strategy and oversee the incorporation of three new operations centers into Simplicity’s existing operational infrastructure, with the goal of coordinating these additional resources to best serve Simplicity partner offices, carriers and advisers across the country.
“As we continue to invest in the future of our business, Heather Ulz is the perfect person to help maximize Simplicity’s existing operational resources into a unified platform,” CEO Bruce Donaldson said.
“With a strong strategic vision and deep experience in building and growing technology and operational management teams to support the backbone of our business, Heather will translate her 30-year experience in the industry to meet Simplicity’s current and future needs and best position the group for the future.”
Ulz said she’s ready to go.
“I am thrilled at this opportunity to continue to help lead the growth of Simplicity by expanding and unifying the operational resources available to all our partners and advisors,” she said. “As our business evolves and expands, we need to continue to develop industry-leading processes and technology to maximize operational efficiencies and I am committed to making Simplicity the best operating platform in the industry.”