The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.
Required Qualifications:
Bachelors degree or equivalent
3 - 5 years of relevant work experience
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training
Active FINRA Series 7 or ability to obtain within 150 days
Active FINRA Series 24, or 9/10 or ability to obtain within 90 days
Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days
Active State IAR registration (S65 or S66) or ability to obtain within 150 days
Active Life and Accident/Health insurance license or ability to obtain within 150 days
Proven success driving business growth
Proven leadership skills and ability to drive and motivate an organization to achieve results
Demonstrated sales success with proven ability to acquire clients and close business
Self driven and achievement oriented
Ability to execute a playbook to drive results
Strong presentation skills
P&L expense management and ability to analyze data and reports to determine business opportunities.
Knowledgeable and able to develop networks within the community
Excellent compliance record
Preferred Qualifications:
Masters degree and/or relevant industry designations preferred (e.g. CFP)
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $43,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
$43.9k yearly Auto-Apply 34d ago
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National Sales Consultant - Annuities
Ameriprise 4.5
Ameriprise job in Minneapolis, MN or remote
Apply to join our Annuity National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position annuities in the modern investment environment.
As an Annuity National Sales Associate, you will promote RiverSource annuity products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match annuity product solutions to client's needs and goals. This is a first step into a career as a wholesaler.
Remote work considered for qualified, licensed candidates located outside of Twin Cities metro.
Key Responsibilities:
Learn and become an expert in RiverSource annuity products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process.
Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities.
Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams.
Pass all required exams and keep current on all FINRA and state insurance training and CE requirements.
Required qualifications:
Bachelor's degree or equivalent work experience
Active Series 6
State Securities agent registrations (Series 63)
Life and Health Insurance License
If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam).
Ability to build strong relationships
Excellent communication and influencing skills
Preferred qualifications:
Knowledge of insurance and annuity products
Experience in the financial services industry, financial sales, or financial wholesaling
Ability to work on a sales and results driven team
Effective presentation skills
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated hourly rate for this role is $23.55/ hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
RSA Annuities
Why USAA?
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle low to moderate complexity property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members life events, as appropriate.
This hybrid role requires an individual to be in the office 3 days per week,available to work standard business hours Monday-Friday with availability for occasional evenings and weekends as business need dictates. This position can be based in in our office in Colorado Springs, CO. Relocation assistance is not available for this position.
What you'll do:
Proactively manages assigned claims caseload comprised of claims with low to moderate complexity damages that require commensurate knowledge and understanding of claims coverage.
Partners with vendors and internal business partners to facilitate low to moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving low to moderate complexity policy terms and contingencies.
Determines and negotiates low to moderate complexity claims settlement. Coordinates with management for guidance on assessing settlement amounts outside of authority limits to support managing claims outcomes.
Maintains accurate, thorough, and current claim file documentation throughout the claims process.
Applies knowledge of estimating technology platforms and virtual inspection tools to prepare and manage low to moderate complexity property insurance claims estimates
Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of customer service, military leadership, construction related industry/insurance experience and/or experience handling low complexity property claims
Knowledge of estimating losses using Xactimate or similar tools and platforms.
Demonstrated negotiation, investigation, communication, and conflict resolution skills.
Working knowledge and understanding of claims contracts as well as application of case law and state laws and regulations.
Ability to prioritize and multi-task, including navigating through multiple business applications.
May need to travel up to 25% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
2+ years relevant property claims adjusting
Desk adjusting residential property claims to include water, roof, and personal property
Handling claims from start (FNOL, reviewing policy, making coverage decisions) to finish including settlement
Proficient with virtual tools (such as Claim X, Hover, and Hosta)
Call center experience
Xactimate proficiency
Bachelor's Degree
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $59,760 - $100,850.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. xevrcyc
Remote working/work at home options are available for this role.
$59.8k-100.9k yearly 2d ago
Client Manager - US Large Market
American Express 4.8
Columbus, OH job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 4d ago
Epic Prelude Analyst Consultant: - Remote
Citi Us 4.6
Remote or Virginia job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Work as an analyst with our Prelude analyst to implement these Waystar products for all components/tasks of the project including system decisions, design, system build in Epic and testing with Epic/Waystar.
Work with the Prelude and Project team to leverage the build and mapping in Epic/Experian for the Waystar implementation and assisting in the development of End User training/training material.
Candidate will also provide guidance for the Prelude team to optimize the maintenance for future insurance data/data mapping.
Minimum Qualification
Expertise and certification in Epic Prelude and RTE are required.
Experience with implementing Waystar's RTE, RTA and Coverage Insurance Verification products is highly preferred along with experience changing to Waystar's products from the comparable Experian products.
$87k-107k yearly est. Auto-Apply 21d ago
Branch Office Administrator
Edward Jones 4.5
Millersburg, OH job
This job posting is anticipated to remain open for 30 days, from 20-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Comprehensive 6-month training including an experienced peer to help mentor you
* A wide support network that extends from your branch office to your region to the home office
* You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
* Delivering exceptional personalized service to ensure clients feel understood and informed
* Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in the clients' lives that may indicate a need for additional services
* Driving marketing activities such as planning and executing events
What skills would make you a successful BOA?
* Analytical Thinking
* Attention to Detail
* Adaptability
* Conversational Skills
* Digital Tool Utilization
* Team Collaboration
Role Requirements
* Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
* Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
* Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
* Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
You can also expect…
* A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
* An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
* We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
* Full-time Associates receive the following benefits:
* Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated…
* Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
* Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
* The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats?
American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications.
**Responsibilities**
+ Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs).
+ Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations.
+ Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts.
+ Contribute to team projects, process improvement, and development of new capabilities.
+ Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement.
+ Assess and develop incident response best practices to help mature the overall security operations of the organization.
+ Make recommendations for improving enterprise risk posture based on individual research and technical expertise.
+ Stay current on industry trends, attack techniques, mitigation techniques, and security technologies.
+ Produce high-quality written and verbal reports, recommendations, and actions.
**Minimum Qualifications**
+ 1-3 years of experience in information security
+ Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc).
+ Experience with various network and/or host-based security tools to detect and respond to security events.
+ Experience with log analysis using SIEM/SOAR platforms.
+ Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments.
+ Theoretical and practical knowledge in Incident Response lifecycles
+ Strong analytical, documentation, and communication skills.
+ Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Security
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023610
$89.3k-150.3k yearly 8d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Infrastructure Engineer - Intermediate Level
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The candidate selected for this position will be on the Mainframe Security Team, which manages the Host Network Connectivity for application areas across the association. The Mainframe Security Team is one of several teams on the Host and Batch Services Team where availability, reliability, and resilience are a priority. As part of this team, the candidate selected will learn how to manage certificates, ensure secure encryption, monitor traffic across the host network, support incident management, resolve vulnerabilities, and resolve customer requests related to network connectivity or security on the mainframe. Must be available to work an on-call rotation a minimum of once per month during evenings and weekends.
Within defined guidelines and framework, responsible for creating, modifying, maintaining and supporting infrastructure and individual system components that enable business functions and IT Services. Balance availability, security, efficiency, and functional requirements to help provide an optimized production service. Identify and manage existing and emerging risks that stem from business activities and ensure these risks are effectively identified and escalated to be measured, monitored and controlled.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX.
Relocation assistance is not available for this position.
What you'll do:
Under direct supervision, design scalable IT system infrastructure, implements system changes with some independence; may automate service delivery, maintenance tasks, and builds the ecosystem for solutions including individual infrastructure components.
Resolves simple technology production issues with some assistance through troubleshooting systems. Identifies issues for escalation.
Analyzes outages in order to identify opportunities for solutions.
Participates in product selection and testing. Understands engineering best practices, concepts, and patterns
Intake customer requirements and aligns requirements to standardized product offerings Interacts with management and staff to provide analytical and technical assistance for continuous improvement of IT solutions. - and would need to be differentiated across levels
Develop software defined infrastructure in code in CI/CD Pipelines
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree or 4 additional years of experience beyond the minimum requirement can be used in lieu of a degree OR Approved certification from CodeUp, Galvanize, VetFIT (Veterans for IT) or eFIT (Employees for IT).
2 years of infrastructure experience specific to a discipline/technology or applicable IT experience such as IT Management, Software Development, Data Engineering, and Agile Product/Release Management.
1 year of experience in creating, modifying, and maintaining infrastructure and individual system components.
Developing level of business acumen in the areas of business operations, risk management, industry practices and emerging trends.
Basic understanding of cloud technologies and tools.
What sets you apart:
Must be available to work an on-call rotation (evenings and weekends)
Experience with JCL, ISPF navigation, file transfer options, and MFA (VMA)
Familiar with subnetting and general network concepts like how a firewall operates, how protocols like TCP/UDP differ and the uses for either
Rexx knowledge is a plus
Compensation range: The salary range for this position is: $69,920-$133,620.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$69.9k-133.6k yearly Auto-Apply 7d ago
Talent Acquisition Partner (Mid-Level)
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated mid-level Talent Acquisition Partner, in a full-cycle recruiting environment, you will be responsible for the development and maintenance of relationships and partnerships with hiring leaders, candidate pools, peer partners, and third-party vendors to deliver candidates for USAA's hiring needs. Develops and recommends recruiting strategies to proactively identify candidates and assemble a diverse pipeline of talent for open positions.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office location.
Relocation assistance is not available for this position.
What you'll do:
Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
Performs full life cycle recruiting using various recruitment methods.
Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and/or college hiring requirements with minimal guidance.
Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements.
Using defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
Keeps candidates continually advised with high-touch communication throughout the entire hiring process.
Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives.
Collaborates with hiring managers and/or coworkers through the recruiting processes to maintain compliance within external and internal regulatory agencies.
Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
Serves as a resource to team members.
Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
Demonstrates understanding of recruiting methods and standard methodologies.
Knowledge of applicable policies and federal, state, and local employment laws and regulations.
Demonstrates knowledge and application of effective screening and interviewing techniques.
Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
Experience with in-house, full-cycle, corporate recruiting.
Experience recruiting using the Workday Recruiting applicant tracking system.
Experience using AI related recruiting tools.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$85k-162.6k yearly Auto-Apply 8d ago
Underwriting Consultant - Remote.
Northwestern Mutual 4.5
Remote job
Life Insurance Signature / Authority Limits
$5M Signature / $7.5M Authority
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities
Field & Client Experience.
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.
Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs .
Uses advanced skills to review applications and adheres to underwriting standards.
Solves complex problems and escalations.
Advanced level of experience with NM product types and changes
Models change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Proficient with Reinsurance programs and able to determine where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.
Provides active case and requirement management and provides customized service with guidance.
Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.
Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)
Collaborates with medical directors and technical staff.
Responsible for adherence to procedures and regulatory processes .
Understands and meets all quality, service, and production goals .
Partners with Underwriting Support for case management.
Cross-Functional leadership.
Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.
Collaborates and designs P3 curriculum with L&D/Tech Team .
Qualifications
A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.
Minimum of 5 years of underwriting experience.
Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
A high degree of organization and the ability to establish priorities and meet deadlines.
Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$76.7k-163.7k yearly Auto-Apply 21d ago
Business Analyst Intern (Summer 2026)
Massmutual Ascend 4.3
Cincinnati, OH job
As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come.
The Opportunity
As a Business Analyst Intern, you will support senior business analysts and project teams in tasks such as gathering and documenting requirements, conducting data analysis, and helping with project documentation and communication.
Job Responsibilities
Assist with the elicitation and documentation of business requirements through interviews, surveys, and workshops:
Participate in the creation and maintaining of detailed requirement documents, user stories, and process flows.
Assist in collaborating with stakeholders to obtain and document functional and non-functional needs.
Contribute to developing and maintaining a knowledge base of the customer's business processes, systems, and functions.
Grow in understanding of process modelling, including the use of appropriate modelling tools, techniques, and standards.
Assist the development team in breaking down features into user stories with acceptance criteria.
Establish relationships with business partners, teammates, and other members of the IT organization.
Perform other duties as assigned.
Minimum Qualifications
Entering at least 2nd year of higher education pursuing a degree in Computer Science or related field.
Strong problem-solving skills.
Ability to adapt to changes in priorities.
Customer-service focus and quality orientation
Self-motivated, takes initiative, and passionate about learning/trying new technologies.
Sense of personal accountability.
What to Expect
As an intern, you'll have the opportunity to connect with other interns, managers and leaders at MassMutual Ascend while gaining hands-on experience in your area of focus.
Focused one-on-one meetings with your manager.
Ongoing opportunities for development and learning.
Working in a fast-paced environment with available flexible work schedules.
A place to grow your career in a culture that inspires, rewards and develops employees.
Small company feel with a focus on meeting customer's needs today and also well into the future.
Propose your own ideas on projects.
#LI-MM1
Why Join Us.
At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.
MassMutual Ascend Life Insurance Company
is an Equal Employment Opportunity employer. We welcome all persons to apply.
At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our
Total Rewards at a Glance..
$45k-54k yearly est. Auto-Apply 14d ago
Business Analytics Manager Senior - Email Marketing
PNC Financial Services Group, Inc. 4.4
Cleveland, OH job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Analytics Manager Senior within PNC's MarCom organization, you will be based in Pittsburgh, PA; Cleveland, OH; or Philadelphia, PA.
This Business Analytics Manager Senior position is for an Email Marketing Manager on the Customer Management team within the Marketing & Communications department. We're seeking an experienced Email Marketing Manager to own the day‑to‑day execution of email marketing campaigns in Salesforce Marketing Cloud, and to serve as a trusted advisor on email marketing best practices, deliverability, and evolving privacy/technology changes that impact engagement and measurement. This role will also play a key part in standing up Adobe Journey Optimizer for triggered email communications. This person will partner across Marketing, Analytics, Privacy, and Technology teams to ensure the smooth operations of email marketing.
Responsibilities Include:
* Own daily campaign execution in SFMC: data extension management, email content build, dynamic content, build and manage automations, quality assurance, and email deployment.
* Stand up Adobe Journey Optimizer for email sends: collaborate with MarTech to configure connections; design journeys, testing and governance; document operational playbooks and train users.
* Consultation on Best Practices: provide guidance on template architecture, accessibility, mobile rendering, inbox placement, etc.; establish standards for risk mitigation, testing, and quality assurance.
* Monitor technology & privacy updates: track and interpret provider changes (e.g., inbox privacy features, anti‑spam updates), translate into recommendations to minimize impact to PNC Marketing.
* Deliverability management: partner on authentication (SPF/DKIM/DMARC), work with deliverability vendor partner to understand potential issues and works toward resolution, understand best deliverability practices.
* Data & analytics: understanding integrations with other MarTech platforms, knowledge of available data to be used for analytics, and expertise on how to leverage data
* Compliance & governance: follow approved email marketing related controls, coordinate with Privacy and/or Compliance when appropriate to ensure compliance with all regulations, define standard operating practices and ensure adherence
* Process excellence: standardize intake, enforce SLAs, and continually optimize working models with Growth Marketing and Marketing Operations
Preferred Qualifications:
* Hands on management of Salesforce Marketing Cloud with Email Studio experience
* Working knowledge of Adobe Journey Optimizer (or comparable journey orchestration platform) and eagerness to lead initial deployment and operational rollout is a plus
* Strong grasp of deliverability and inbox privacy dynamics; ability to adapt measurement frameworks when opens/clicks or device signals change
* Proficiency with HTML/CSS for email, modular templates, and familiar with JSON
* Comfortable with SQL and understanding data related to audience development and extracts for reporting/analytics
This position is primarily based in a location within PNC's footprint.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Directs the strategic design, management, and implementation of an enterprise-wide business analytics programs to drive customer solutions, service innovation and profitability.
* Leads development and execution of complex analytical solutions to meet business requirements .
* Leading the research, development and adoption of new and emerging analytics technologies; identifying technology-based business opportunities.
* Implementing mechanisms for ensuring that information provided is accurate, meaningful, has integrity, manages risk and meets the needs of the senior leadership.
* Directing, motivating, developing and managing the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
* Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
* Live the Values - Role models our values with transparency and courage.
* Enable Change - Takes action to drive change and innovation that will transform our business.
* Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
* Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning
Competencies
Analytical Thinking, Business Analytics, Business Case Justification, Effective Communications, Emerging Technologies, Organizational Savvy and Politics
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $80,000.00 - $192,050.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 01/14/2026, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$60k-82k yearly est. 7d ago
Bank Credit Risk Analyst III - Real Estate Lending
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This junior-level role provides essential analytical and reporting support for USAA's Real Estate Lending portfolios. You will assist in generating monthly and ad-hoc reports, including trended performance views, quarterly financial summaries, and monthly Key Risk Indicator (KRI) and Business Risk Indicator (BRI) reports. This position offers a valuable opportunity to develop your skills in risk analysis within the real estate sector, collaborating closely with team members in Capital Markets and Real Estate Servicing.
As a dedicated Bank Credit Risk Analyst III, you will define guidelines and framework, uses quantitative methods to assist in the identification of credit risk, development and delivery of credit strategies, and monitor credit performance for consumer credit portfolios to optimize profitable growth within risk appetite. Supports initiatives to mitigate operational and compliance risk inherent in credit strategy. Tracks and monitors internal and external factors impacting credit strategy performance for bank portfolio products.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX.
Relocation assistance is not available for this position.
What you'll do:
Seeks to understand industry leading practices and analytical skills to support the identification of risks and opportunities within the managed portfolio and credit risk strategies.
Applies critical thinking skills to support analysis projects, identify root causes, and assist in the development of clear and concise recommendations to drive credit risk strategy development.
May assist in delivering Bank credit risk strategies across lines of defense by effectively driving analytical projects through analysis of data and processes and clearly communicating insights/recommendations to key stakeholders and leadership.
Develops industry knowledge and competitive benchmarking to inform credit strategy development.
Utilizes quantitative analysis based upon internal and external data sources to solve analytical projects.
Assists with developing, managing, and presenting risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management.
Performs financial risk sensitivity analysis.
Creates requirements to support the management of credit strategy infrastructure and ensures credit strategies are implemented as intended.
Applies programming and analytical techniques to analyze credit data.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Business Management, Finance, Economics, Engineering, or in a Mathematical discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Up to 2 years of business analytics experience or work focused on analysis.
Developing understanding of banking regulations, risk, and compliance.
Demonstrated presentation and communication skills.
Basic business acumen and attention to detail and accuracy.
Ability to identify issues and recommend solutions to solve problems.
Basic knowledge of current analytical coding languages, such as SAS, SQL, or Python.
Solid knowledge of Microsoft Office products, particularly Excel, Word, and PowerPoint.
Knowledge of federal laws, rules, regulations, and applicable guidance to include: FCRA, Reg B, UDAAP/UDAP, OCC Heightened Standards, OCC CREDIT RISK GUIDANCE, HMDA/REG C, TILA/REG Z, RESPA/REG X, FDPA, ECOA/Reg B, SCRA, BSA/AML, GLBA/REG P, Complaints.
What sets you apart:
Master's degree in a relevant quantitative or business field (e.g., Business, Math, Finance, Statistics, Data Analytics).
Previous internship or work experience in an analytical capacity.
Experience coding in SAS or Python.
Compensation range: The salary range for this position is: $69,920 - $125,850 .
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$69.9k-125.9k yearly Auto-Apply 7d ago
Benefits Advisor Lead - Leave Advisor
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Benefits Advisor Lead - Leave Advisor, you will be responsible for the design, development, implementation, ongoing administration and assessment of employee leave plans, programs, and services. Ensures alignment with the total rewards philosophy and HR strategy. Provides strategic guidance and solutions for time off programs. Leads efforts to monitor enterprise risk regarding benefit programs and services associated with legislative, regulatory, market and expense trends.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX office location.
Relocation assistance is available for this position.
What you'll do:
Applies experienced knowledge to provide strategic direction in the design, development, assessment, implementation and administration of benefit plans, programs, and services.
Directs the analysis of organizational trends, market data, and industry practices to identify root causes and address benefit issues.
Is responsible for the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Applies advanced principles, theories and concepts to determine efficient solutions.
Provides insight and mentorship to senior leadership on sophisticated issues.
Recommends changes to programs and success measures as appropriate.
Researches and recommends alternative benefits programs and initiatives.
Leads multifaceted programs with Enterprise wide risks.
Provides oversight of other sophisticated programs to ensure integration and alignment with the Total Rewards philosophy.
Develops appropriate objectives for employee benefit programs to ensure program success and compliance with internal goals and external federal requirements.
Assesses and evaluates efficiencies of benefit programs and suppliers against stated objectives by using metrics and standard methodologies with an Enterprise-wide impact.
Ensures vendors are aligned with benefit program objectives and provide appropriate service levels to employees.
Advises senior leadership on the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Evaluates and recommends changes and improvements to programs to maintain compliance with federal regulations.
Assesses the work of team members and provides direct feedback and coaching as needed.
Develops a communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Serves as a main resource for raised issues of an unusual nature.
Develops and oversees measures to ensure costs are minimized and efficiencies are realized.
Analyzes financial impacts and recommends adjustments to programs to minimize financial risk.
Leads and motivates cross-functional team members in crafting business solutions for benefit plans, programs, and services with an enterprise-wide impact.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of experience in employee/retiree benefits including financial analysis, performance metric development, health and welfare, defined benefit and defined contribution plans, wellness and work life.
Experience with benefits supplier contract management, regulatory compliance and day-to-day operations.
Extensive project management experience to include requirements development and implementation, coordinating and leading teams to complete projects on time and within budget, coordinating timelines and ensuring deliverables are met.
Knowledge of and ability to uphold the organization's and industry's HR standards, procedures and policies regarding human resources management.
Knowledge of health and group insurance products, market segments and marketplaces; ability to apply this knowledge to meet specific business goals and objectives.
Demonstrated knowledge of executive benefits programs, processes, issues and considerations; ability to build and implement special benefits programs targeted at an organization's executives.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints. Identify potential risks, assess their impact, and develop mitigation plans to proactively address challenges and minimize their effect on program outcomes.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
What sets you apart:
Deep expertise in state and local leave laws.
Experience designing and implementing leave programs.
Experience managing third party leave administrators.
Experience using data and analytic skills find opportunities to reduce unplanned absence.
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$59k-79k yearly est. Auto-Apply 8d ago
Branch Office Administrator
Edward Jones 4.5
Chillicothe, OH job
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 28 N Mulberry St, Chillicothe, OH
This job posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $23.14
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$39k-50k yearly est. 35d ago
National Sales Consultant - Insurance
Ameriprise 4.5
Ameriprise job in Minneapolis, MN or remote
Apply to join our Insurance National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position insurance in the modern financial planning environment.
As an Insurance National Sales Associate, you will promote RiverSource insurance products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match insurance product solutions to client's needs and goals. This is a first step into a career as a wholesaler.
Remote work considered for qualified, licensed candidates located outside of Twin Cities metro.
Key Responsibilities:
Learn and become an expert in RiverSource insurance products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process.
Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities.
Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams.
Pass all required exams and keep current on all FINRA and state insurance training and CE requirements.
Required qualifications:
Bachelor's degree or equivalent work experience
Active Series 6
State Securities agent registrations (Series 63)
Resident State Insurance Licenses (Variable, Health & Life)
If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam).
Ability to build strong relationships
Excellent communication and influencing skills
Preferred qualifications:
Knowledge of insurance products
Experience in the financial services industry, financial sales, or financial wholesaling
Ability to work on a sales and results driven team
Effective presentation skills
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
INSUR Insurance
$23.6 hourly Auto-Apply 7d ago
Finance Intern (Future Leaders Program)
USAA 4.7
Remote job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This opportunity may lead to selection into a two-and-a-half-year development rotational program following graduation. The Finance Future Leaders Program has the goal to develop future finance leaders with a broad understanding of finance functions, strong technical skills, and strategic thinking ability through mentorship, training modules, regular and timely performance feedback, and stretch projects that focus on driving business improvement and efficiencies. Rotations follow specific curriculum components that will build skills across key finance areas. Each rotational assignment is approximately 10 months.
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship will be based either at the USAA Corporate Headquarters in San Antonio, TX, or Charlotte, NC, based on business needs.
What you'll do:
Under direct supervision and following risk and compliance procedures and guidance, you will perform routine work assignments and problem resolution to support other team members tasks, including the following
Within defined guidelines and frameworks, uses financial principles to solve business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense
Supports preparation of recurring or ad-hoc financial reports and analysis or cost benefit analysis to support internal and external management decision-making.
Under supervision, contributes to the preparation of advised, proactive analysis to enable effective decision-making and efficient resource utilization.
Identifies and handles existing and emerging risks that stem from business activities and ensures risks are optimally identified, measured, monitored, and controlled
Ensures all activities are completed within regulatory and compliance guidelines.
What you need to have:
To qualify, you must be pursuing a bachelor's degree or higher from an accredited college or university, and graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.
Graduation date cannot be prior to August 7, 2026
0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
Experience conducting financial/accounting research and producing reports
Effective written, communication, presentation and computer skills including proven understanding of Microsoft Office products, especially Microsoft Excel
Foundational knowledge of data analysis and relevant technical accounting/finance competence
What sets you apart:
Academic concentration in Accounting, Finance, Business Analytics, Economics or related field
Graduation date in Spring 2027
Prior relevant financial internship experience
Experience with financial statements, balance sheets, and/or Excel
Compensation range: The salary range for this position is: $21 - $32. Interns will receive an intern stipend to assist with expenses.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$21-32 hourly Auto-Apply 7d ago
Training Specialist LIC
Thrivent Financial 4.4
Remote or Minneapolis, MN job
The Training Specialist role is responsible for facilitating in-person and/or virtual learning experiences that incorporates use of adult learning principles and recognizes different learning/work styles using existing resources or programs. This role will deliver training and measure individual progress to ensure learners can deliver business results. This role will be responsible for delivering learning solutions that cover a wide range of topics such as company orientation, industry knowledge, Thrivent product, process, and systems knowledge, as well as service skills development.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
Facilitate in-person and/or virtual learning experiences using existing resources and programs.
Ensure a positive, inclusive and effective learning experience for all participants to achieve intended learning objectives
As requested, make moderate revisions to the existing learning materials which could include job aids, tutorials, web-based training, workshop curriculum, learner guides, articles, publications, technology tips, video, etc. based on user feedback and necessary content changes.
Consult with business leaders to assess learning/development/training needs and assist with the development of the solutions and tools to address those needs.
Document and maintain all training records.
Monitor, evaluate and record effectiveness of training courses. Recommend and develop improvements as needed.
Provide feedback to content owners, represent training interests on project teams, and recommend training approaches as needed.
Provide timely follow-up to participant questions.
Support the design, development, and management of effective learning and performance-focused solutions, assess business & target audience learning needs, assist with developing the learning strategy, and identifying delivery methods including the identification of innovative learning methodology.
Collaborate with internal and external stakeholders to provide business context in the design, develop and implementation of relevant learning programs and solutions delivered through various channels.
Identify internal and/or external emerging issues, research and analyze training and development practices, methodologies and trends and recommend new approaches.
QUALIFICATIONS & SKILLS:
Required:
Bachelor's degree or equivalent work experience
Three to five years' experience delivering training for in-person and/or virtual settings.
Experience designing courses using a commonly accepted instructional design model, e.g., ADDIE.
Experience writing explicitly stated learning objectives and creating lesson plans using Bloom's taxonomy.
Experience using learning management systems.
Intermediate to advanced skills in MS Office applications including MS Word, Excel, and PowerPoint
Experience working with and influencing employees and leaders at all levels in the enterprise
FINRA Series 7, 66 and SIE, and life and health insurance required or obtained within 90 days of hire/transfer
Preferred:
Prefer experience in coaching/mentoring in a corporate and field setting.
Prefer knowledge of Thrivent and Thrivent's product solutions, tools, and platforms.
Prefer experience in financial services and experience working directly with financial advisors.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $60,844.00 - $82,317.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$60.8k-82.3k yearly Auto-Apply 34d ago
Manager, Field Talent Acquisition
Thrivent Financial for Lutherans 4.4
Remote or Minneapolis, MN job
The Manager, Field Talent Acquisition will be responsible for day-to-day leadership of a team of sourcing and recruiting professionals. The team oversees the recruiting process for client-facing selling advisors from lead generation through selection and is accountable for maintaining a quality candidate experience and adhering to the Advisor Ecosystem playbooks. This role will have direct impact and influence of our weighted client facing capacity (WCFC) goal, growth in selling role contracts, partnership and alignment of Ecosystem onboarding paths, reduction in candidate cycle time, improvement in candidate ratios through the attraction and selection process, and best-in-class candidate experience.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
* Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
* Supports the development and implementation of business and marketing strategies to ensure the candidate pipeline and recruiting process is meeting the needs of the regional Advisor Groups and the Virtual Advice Team.
* Oversees the team executing the Advisor Ecosystem playbook and is responsible for Sourcing, Recruiting, Selection/Assessment, Employment Law, and Onboarding.
* Identified team strategies to source and attract passive candidates through the use and development of innovative online sourcing strategies and research techniques including: resume databases, referral generation, Boolean searches, social media, direct sourcing/cold calling, target companies, internal databases, etc.
* Ensures the team's timely and effective sourcing and pre-qualifying of candidates for new advisor, practice growth and Virtual Advice team roles. This is accomplished by using proven strategies and techniques to identify, pre-qualify and attract quality talent to Thrivent.
* Oversees the team to guide and coordinate candidates through the applicable assessments to move quickly through the recruiting process and drive reduction in candidate cycle time.
* Manages the sourcing and recruiting coordinator functions and allocates appropriate resources to ensure that business unit and departmental objectives are met.
* Tracks and analyzes field recruiting KPIs and outcomes to identify success, opportunities, trends and insights and applies the data for future approaches to field recruiting for each regional Advisor Group by Market, Group and channel level with key stakeholders and representatives.
* Drives and effective partnership with key leadership in the regional Advisor Groups and the Virtual Advice Team to ensure their recruiting needs are met. Research and resolve issues, provide monthly updates on results and changes for each regional Advisor Group.
* Identifies and leads continuous improvement, divisional and departmental projects to implement new capabilities and ease of doing business
* Trouble-shoot and adapt to the regulatory / industry / advisor trends to ensure we deliver our recruiting goals within the team and Thrivent's Advisor Ecosystem.
* Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.
* Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.
* Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.
Describe below the audience this role will interact with and level of influence they will have on those roles.
* Senior field leaders and Virtual Advice leaders - moderate to high influence
* Market Directors, Market Developers, Practice Growth Directors and Virtual Advice managers - high influence
* Capacity Growth & Development COE VP, Directors, managers - high influence
* Capacity Growth & Development COE team members, e.g. Contracting & Licensing Specialists, Launch Specialists - moderate to high influence
* Distribution Solutions, HRIS, DEI, Marketing, other corporate leaders - low to moderate influence
QUALIFICATIONS & SKILLS:
Required:
* College degree in HR, business, management or related business field or equivalent experience
* Demonstrated experience (5+ years) leading a team
* Skillset that will support focus on diverse talent acquisition
* Strong interpersonal communications and relationship building skills
* Excellent planning/organizing skills
* Excellent collaboration and relationship building skills
* Experience working with applicant tracking systems (e.g. Workday Recruiting)
* Experience using virtual communication tools and conducting virtual sourcing searches e.g. remote meeting technology
* Minimal travel may be required depending on business needs
Preferred:
* Demonstrated experience (5+ years) leading a team specifically in talent acquisition or financial services
* Experience recruiting in the financial services industry or for sales positions
* Knowledge of tools, techniques and resources for recruiting sales candidates
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Zippia gives an in-depth look into the details of Ameriprise Financial, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Ameriprise Financial. The employee data is based on information from people who have self-reported their past or current employments at Ameriprise Financial. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Ameriprise Financial. The data presented on this page does not represent the view of Ameriprise Financial and its employees or that of Zippia.
Ameriprise Financial may also be known as or be related to Ameriprise Financial, Ameriprise Financial Inc, Ameriprise Financial Services, Inc., Ameriprise Financial, Inc., ameriprise and ameriprise financials.