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?
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.
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 1d ago
Customer Service Analyst (REMOTE - US)
Massmutual Ascend 4.3
Cincinnati, OH jobs
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 Customer Service Analyst, you will provide superior customer service through answering our incoming calls and chat messages from both clients and agents. On this team of professionals there is an emphasis on treating clients like family and helping them with their requests as they plan for their financial future. In this role, you will be provided training to best prepare you for your daily tasks. Even after you complete training, subject matter experts are available for assistance with any follow up questions you may have. As a Customer Service Analyst, this role will also provide development and has future growth potential!
The work schedule is Monday - Thursday 10:00 AM - 7:00 PM EST and Friday 8:00 AM - 5:00 PM.
Job Responsibilities
Develops skills to properly analyze incoming requests via phone, paper, and electronic communications to ensure customer satisfaction and retention.
Actively seeks information to understand and analyze customer's circumstances, problems, expectations and needs to resolve difficult inquiries/issues.
Clearly communicates complex information and solutions to customers in a helpful manner.
De-escalate situations involving dissatisfied customers utilizing patience, assistance, and support methods.
Maintains a professional & empathetic demeanor and in all interactions.
Accurately updates, monitors & notates customer account details of client/agent interactions in multiple databases and CRM systems.
Builds product knowledge of core annuity business to discuss products and/or product features, IRS tax qualifications and requirements.
Acts as a liaison for customers as needed between departments or other aspects of the organization.
Understands and explains complex topics such as interest, fee and death benefit calculation and the ability to communicate potential benefits/consequences of customer requests.
Examine intricate contractual language, features and terms and interpret in an effective and efficient manner.
Build understanding of components of frequently encountered entities, such as Power of Attorney, Trusts, Estates, Custodians as well as IRS tax forms.
Complies with company and regulatory guidelines for performance.
Prioritize and multi-task daily functions to positively influence productivity and quality in a fast paced, high-volume environment.
Process financial and non-financial transactions in accordance with established procedures.
Works to consistently meet specified requirements for performance and quality.
Assists in researching complex issues or complaints which could require interdepartmental cooperation.
Identify and recommend opportunities for process improvements and organizational initiatives.
Performs other duties as assigned.
Minimum Qualifications
At least a high school diploma or equivalent
At least 2 years of related customer service experience
Exceptional verbal communication skills
Strong attention to detail and ability to multi-task efficiently
Able to work schedule of 10:00 AM - 7:00 PM EST Mondays - Thursdays, and 8:00 AM - 5:00 PM EST Fridays.
Ideal Qualifications
Prior call center experience is a plus, but not required
Strong computer skills
What to Expect
Focused one-on-one meetings with your manager
Ongoing opportunities for development and learning
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
#LI-MM1
For Colorado Applicants: The salary range for this role is $33,000 - $55,000 based on experience.
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..
$33k-55k yearly Auto-Apply 31d ago
Supervisor, Bank Teller Operations
USAA 4.7
Remote
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 Supervisor, Bank Teller Operations-Sensitive Profile, you will supervise USAA Bank Tellers completing bank transactions with outstanding customer service in a face-to-face environment (bank lobby or drive thru). Ensure Tellers are dedicated to delivering simple, real- time, friction-less member experiences while providing relevant advice and product solutions. Develop employees through regular mentor and feedback that leads to improved results. Maintain compliance with prescribed policies, procedures, regulations and guidelines associated with USAA's banking products.
This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year.
We offer a flexible work environment that requires an individual to be in the office 5 days per week (to include every other Saturday). This position can be based in San Antonio, TX. Relocation assistance is not available for this position.
What you'll do:
Reconciles and maintains the vault, teller cash drawers, the general ledger according to policy, and other bank related items; conducts scheduled and random audits on Teller cash drawers. Monitors cash on hand and cash variance report.
Responsible for forecasting, monitoring, tracking, and balancing cash flow daily to meet financial obligations.
Approves exception or large item transactions within limits of authority involving risk or sensitive customer situations.
Responsible for Operational Audits and Risk Management.
Assists Manager, Teller Operations with supervising traffic and coordinating schedules to ensure appropriate business coverage.
Directs and advises personnel on complex transactions and member issues.
Partners with Agile Product and Business Process Owners to review and certify existing and new member experiences from an operational perspective. Serves as Vital Team member in support of operational programs and projects.
Leads all aspects of teller operations to include operation systems and security requirements. Ensures compliance with all regulatory requirements.
Responsible for scanning, processing, and balancing of the teller proof work in preparation for electronic files for transmitting to data processing and/or correspondent bank.
Responsible for facility management including (but not limited to): security of facility and its occupants, opening and closing activities.
Builds and is responsible for a team of Tellers through ongoing execution of recruiting, development, retention, mentor and support, performance management, and managerial activities.
Ensures risks associated with business activities are effectively identified, measured, supervised, 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 retail banking or teller experience required.
1 year of direct team lead or supervisory experience required.
Advanced knowledge of applicable banking regulations, guidelines, and procedures, to include PATRIOT Act - Anti-money Laundering, Regulation CC, OFAC, etc.
Outstanding interpersonal, communication, and customer service skills.
Outstanding mathematical and critical thinking skills using logic to identify strengths and weaknesses to improve upon current process and minimize risk.
What sets you apart:
5 or more year of direct team lead or supervisory experience.
5 or more years of current progressive retail banking or teller experience.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $45,470 - $81,490.
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.
$45.5k-81.5k yearly Auto-Apply 3d ago
Marketing Campaigns Manager Senior
USAA 4.7
Remote
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
Our Marketing Campaigns Manager leads the creation, facilitation and / or execution of complex marketing campaigns across multiple channels including - not limited to - media, direct, sponsorships and digital. Responsible for one or more of the following areas: ongoing management of agency resources; creating, managing and/or executing campaigns; and/or managing budgets. Collaborates and develops partnerships with various internal and external resources to develop and deliver marketing communications for one or more of the following: go-to-market plans, integrated tactical plans, project plans, milestone schedules, and/or creative strategy.
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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Develops and oversees overall project management of multiple, complex marketing campaigns and plans.
Effectively directs Agency to ensure alignment with goals and prioritization.
Coordinates and gains alignment with peers, enterprise partners and senior management.
Responsible for communication of program, project and /or campaign through various reports/tool as required.
Serves as a primary resource to team members on escalated matters of an unusual nature.
Applies advanced knowledge of marketing principles.
Applies an advanced understanding of resource tools to assess performance against marketing objectives.
Begins to identify opportunities for review.
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.
6 or more years of experience in a marketing, sales, advertising and/or communications function, to include at least 3 years experience in one or more of the following areas: direct response, sponsorships/events marketing, advertising, sales, digital or overall campaign management. Advanced knowledge of marketing industry and practices.
Experience influencing business decisions, facilitating and/or participating in cross-functional teams, motivating and collaborating with key stakeholders, and implementing change management.
What sets you apart:
Experience building campaigns in Salesforce and Adobe platforms.
Banking industry background.
Process optimization expertise.
Analytical experience and familiarity working with channel performance metrics.
Compensation range: The salary range for this position is: $93,770 - $179,240.
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.
$93.8k-179.2k yearly Auto-Apply 3d ago
Program Test Analyst I
USAA 4.7
Remote
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
Employer: USAA Federal Savings Bank
Tasks: Collaborate with business subject matter experts to ensure maintenance and accuracy of updated business procedures within the project management environment. Create robust test scenarios from a business end-user perspective to ensure updated, innovative and quality systems that are within compliance regulations. Execute tests and troubleshoot issues to identify the root cause of the resulting problem. Triage and report system defects identified in the testing plan to appropriate stakeholders in IT. Maintain leadership informed on testing status. Provide an objective review of testing activities and results. Make applicable recommendations to deliver a superior product. Serve in an advisory capacity to internal staff and resolve escalated issues as they arise. Set expectations on testing activities and adhere to timelines related to testing. Serve as a resource to less experienced team members. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. May telecommute.
Requirements: Will accept a Bachelor's degree in Electronics Engineering, Software Engineering or related field and 4 years of experience in the job offered or in a related occupation. Position requires:
Bank Disputes testing performing functional, regression and user acceptance testing;
Leading a team of testers driving capacity planning of test execution;
Software Development Life Cycle (SDLC);
Software Testing: unit, smoke, sanity, integration, functional, regression, and web application testing;
JIRA;
qTest;
Microsoft Visio;
Eclipse IDE;
Microfocus Unified Functional Testing (UFT);
IBM Personal Communications;
HP ALM (Quality Center);
Testing methodologies - agile and waterfall;
Banking products within a financial service organization;
U.S. banking laws and regulations: Regulation Z; Regulation B; Regulation E; Fair and Accurate Credit Transactions Act (FACTA); Fair Debt Collection Practices Act (FDCPA); Unfair, Deceptive, or Abusive Acts or Practices (UDAAP); Telephone Consumer Protection Act (TCPA); Fair Credit Reporting Act (FCRA); Consumer Financial Protection Bureau (CFPB); Equal Credit Opportunity Act (ECOA); Fair Credit Billing Act (FCBA); and National Automated Clearinghouse Association (NACHA).
Worksite: 9800 Fredericksburg Road, San Antonio TX 78288
Relocation assistance is Not Available for this position.
This position is eligible for the Employee Referral Program.
#DNP
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.
$68k-84k yearly est. Auto-Apply 30d ago
Financial Planning Business Consultant
Northwestern Mutual 4.5
Remote
Primary Duties and Responsibilities
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.
Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.
Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.
Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Drive the achievement of the goals for the Planning and Wealth Consulting Team.
Other responsibilities may be assigned as necessary.
Qualifications
Series 7 required.
Bachelor's degree in business, finance or related field.
Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
Confidence in counseling representatives on a variety of proactive approaches and solutions.
Strong analytical skills, problem solving, attention to detail and accuracy.
Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Passionate about Northwestern Mutual Financial Planning process, products and services.
Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software.
Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective.
3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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.
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.
As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day - from curating a unique travel or lifestyle experience to helping them with their everyday needs. And you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service.
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
**Your duties may include but are not limited to:**
+ Deliver world-class customer service, by explaining our related benefits and responding to customer inquiries and concerns over the phone
+ Establish a good liaison with our client's customers while providing quotes or enrolling in various products
+ Document necessary information, such as claim details, customer's change of details, and other pertinent information
+ Build meaningful relationships with our customers through a customer first approach, which would entail understanding their situation and needs, answering questions, and ensuring each customer knows American Express has their back.
+ Enhance our customers' experience through personalized service, active listening and effective problem solving, while consistently treating customers with a high level of respect
+ Follow underwriting, Compliance and Regulatory requirements and corporate policies
+ Track and monitor personal results to meet key performance goals to achieve productivity goals and comply with all regulatory requirements
+ Navigate computer systems and applications to service our customers, and enable them to get the most from our online platform
+ Manage other production related activities, such as complaints and escalations
+ Handle inbound calls for multiple products with no prospecting or cold calling
+ Complete mandatory licensure continuing education and other training sessions as appropriate
+ Remain positioned and well informed of changes implemented that affect your work
**Skills/Qualifications:**
+ Florida applicants must possess a Resident General Lines Producer insurance license (2-20) OR have an active, Resident Personal Lines license (20-44) for 1 years
+ Arizona applicants must possess Resident Producer Property and Casualty as well as Accident and Health licenses.
+ Ability to become appointed/licensed as a non-resident agent in all applicable states
+ English language fluency required
+ High school diploma or GED
+ Solid computer, grammar, and multi-tasking skills
+ Relationship builder who has passion for delivering exceptional service
+ Excellent verbal, written and interpersonal communication skills Strong customer service skills and the ability to de-escalate customer situations
+ Demonstrates personal excellence by remaining positive in difficult situations
+ Self-confident, optimistic and supports a team environment
+ Critical, analytical, and forward thinking when problem-solving, and must possess exceptional time management, organizational, and active listening skills
+ Quick learner, who possesses the ability and resiliency to work in a fast-paced and dynamic environment, where multi-tasking, changing priorities, and use of multiple systems is part of the daily expectations
+ Ability to demonstrate initiative with minimal supervision to drive results
+ Superior level of accuracy and attention to detail
+ Strong proficiency in PC skills, including MS Word and Excel
**Must be flexible to work any schedule/hours within the hours of operation, to support our servicing levels:**
+ Monday-Friday: 8:00am - 9:00pm ET
+ Saturday-Sunday: 10:00 am-6:30pmET
+ Primary Location: Sunrise Florida / Phoenix, AZ
+ Organization: Global Services
+ Schedule: Full-time
+ Job Band 25
**Qualifications**
Salary Range: $20.00 to $38.45 hourly bonus benefits
The above represents the expected hourly pay 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:** Customer Service
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26000361
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
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 our San Antonio headquarters located at 9800 Fredericksburg Road.
*** Relocation assistance is available for this position ***
Job Description Summary:
The Vice President - IT & Operational Resiliency Risk - Tech Chief Risk Office provides strategic leadership for Technology and Operational Resiliency Risk Management programs, overseeing the development, implementation, and execution of frameworks to identify, assess, and mitigate risks across the division, ensuring compliance with regulations and alignment with USAA's strategic objectives and risk appetite.
We are seeking an experienced executive specialized in Enterprise Resiliency Frameworks and components of business, operational and technology resiliency. Understanding of strategic risk related to the impact of business disruptions.
What you will do:
Oversees and guides an independent Risk Management function in establishing and monitoring compliance with risk limits, identifying and aggregating the firm's risks, assessing the firm's risk positions relative to the parameters of the firm's risk tolerance, and providing key risk information to senior management and the board of directors.
Serves as a key adviser engaging in senior leaders' strategy discussions and decisions, real-time evaluations of potential short term and long-term risks, and effective influence and challenge to ensure safety and soundness of the business deliverables and accomplishment of objectives.
Leads teams dedicated to managing risk within overall business strategies in alignment with strong and effective risk governance and oversight.
Sets the agenda, builds diverse high-performing teams, and sells the vision on an effective Risk Management program. Ensures training and coaching of employees and provides the team with development opportunities.
Establishes a long-term view of how risk systems and governance should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies.
Partners and leads senior risk executives in establishing, managing, and adhering to overall risk appetite to include the identification and definition of key methods, metrics, and limits.
Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and establishing strategies to mitigate. Provides advice to other key business partners to influence and drive key decisions assessing risk and reward through effective challenge.
Actively engages senior leaders to ensure all risks are addressed in a timely manner and consistent with policy. Interacts & engages with product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements.
Liaises with Compliance and Chief Legal Office (CLO) on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations.
Minimum Education:
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.
Minimum Experience:
10+ years of experience at a large financial institution developing, implementing, and maintaining an enterprise-wide risk management program that adheres to business strategy and regulatory requirements and expectations.
8+ years of people leadership experience in building, managing, and/or developing high-performing teams.
Superior understanding of risk frameworks including risk governance; risk appetite; process, risk & control analysis; control effectiveness measurement; risk management coverage plan (monitoring, assessment, and testing).
Proven leadership skills and ability to influence decisions at senior levels within a large complex organization.
Proven capability to communicate effectively across the 1st and 2nd Lines of Defense and build strong, collaborative relationships.
Proven ability to create and present materials to executive leaders and audience related to the strategic management of risks
What sets you apart:
Extensive experience with Enterprise Resiliency Frameworks and components of business, operational and technology resiliency with an understanding of strategic risk related to the impact of business disruptions.
The ideal executive will possess a distributed leadership style, with a heavy focus on coaching and building leaders in the risk space.
15+ years' experience leading multi-product subject areas across a financial institution, such as insurance, investment banking, commercial banking, etc.
15+ years of relevant experience in a large financial institution ($100B+), including 5+ years post-Dodd Frank, in a senior risk function role (e.g., retail banking risk, market and credit risk, operational risk, risk governance).
15+ years of people leadership experience in building, managing, and/or developing high-performing teams.
15+ years of experience in compliance, including developing Compliance programs, processes, and executing major initiatives within financial services or insurance.
Expert knowledge of financial services or insurance regulations, laws, and regulatory expectations.
Experience working with and presenting to Senior Executive Management and Boards.
Experience collaborating with cross-matrix teams.
Regulatory understanding and application of compliance laws and oversight agencies.
Demonstrated accomplishments in strategic, executive level influence, communication, and change management.
** The compensation range for this position is: $257,250 - $463,050.
** 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.
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.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
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.
$114k-164k yearly est. Auto-Apply 3d ago
Sr Application Processor
Northwestern Mutual 4.5
Remote
As a Senior Application Processor, you will work as part of a team responsible for consulting, communicating and corresponding on issues related to the input of life insurance application data, including auditing applications and data input, for the purpose of establishing computer records for underwriting and other required purposes. You will troubleshoot and resolve complex application issues, whether technical/system or application-related, identifying errors and determining appropriate corrective action. As appropriate, you will handle analytical and technical review of sensitive/confidential cases referred by Application Processors and others, as appropriate. You have a commitment to staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.
Primary Duties and Responsibilities
The Sr. Processor is responsible for all the duties outlined in the lower level position with additional responsibilities for the job tasks involving more in-depth analytical and technical review of sensitive cases referred by Processors as well as LUCs, and other workgroups in TC/TUP.
The Sr. Processor is accountable for accurate and timely completion of all Home Office and Field Office input work types.
The incumbent is also responsible for inputting the confidential applications for HO employees and VIP cases.
The employee must be familiar with company guidelines and unusual situations to analyze the in-force term contract.
The Sr. Processor initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input.
Accurate Home Office input is an integral part of establishing permanent client data records which impacts premium billing, premium refunds, corporate planning and New Business analysis.
The employee completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases.
The Sr. Processor must inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards.
The Sr. Processor also serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion.
The incumbent also serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits.
The Sr. Processor is responsible to troubleshoot and resolve complex App Input issues whether system or application related.
The Sr. Processor demonstrates analytical and technical skills by:
Identifying errors, determining the appropriate corrective action to take
Reviewing and correcting insurance rejects on the data base" Adding/Removing applications from exiting and new ISA
Inputting the detailed changes and communicate them to the underwriter or TC Coordinator.
Identifying and referring specific fields which require underwriter attention
Activating new Insurance Service Accounts (ISA)
Documenting necessary case notes for proper handling of app
Maintaining performance levels within the standards set for quality and other metrics.
The Sr. Processor is responsible to provide customer-focused service to internal and external customers by:
Fostering a positive work team environment
Participating in divisional or department committees
Providing service through interpersonal, verbal and written communication
Providing training support to the Network Offices upon request
Serving as an App Input resource to the Field as the primary contact for the New Business Call Center
Supporting and participating in divisional PACE objectives
Distributing exception cases and FOI to all App Processors
Independently resolves problems with applications submitted Not in Good Order (NIGO)
Training and supporting new team members as needed
Qualifications
Successful completion of any required testing.
Demonstrated ability to handle fast-paced, high volume work with high degree of accuracy.
Ability to interact tactfully and positively with the Field Force and Home Office personnel.
Keyboarding skills required.
Demonstrated ability to complete assignments with minimal direction and to handle details accurately.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$18.37
Pay Range - End:
$27.55
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
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.
$18.4 hourly Auto-Apply 8d ago
Decision Science Analyst Senior
USAA 4.7
Remote
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 Decision Science Analyst Senior, you will provide decision support for business areas across the association. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and lead change. The essence of work performed by the Decision Science Analyst involves gathering, manipulating and synthesizing data (e.g., attributes, transactions, behaviors, etc.), models and other relevant information to draw conclusions and make recommendations resulting in implementable strategies.
You will join the Operational Performance Team within the Claims Actuary and Analytics community, part of P&C Data Science. This team supports both Service and Quality initiatives across the Claims organization. In this role, you will focus on Scorecard Analytics, delivering actionable insights that drive operational excellence and quality outcomes to better serve USAA members. You will also collaborate closely with Claims leaders and business partners to support strategic commitments and deliverables.
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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Leverages advanced business, analytical and technical knowledge to participate or lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies.
Applies advanced analytical techniques to tackle business problems that are typically medium to large scale with significant impact to current and/or future business strategy.
Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change
Translates recommendation into communication materials to optimally present to various levels of management.
Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences.
Identifies and captures the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA).
Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply.
Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
Understands and embraces emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions.
Succinctly delivers analysis/findings in a manner that conveys understanding, influences various levels of management, garners support for recommendations, drives business decisions, and influences business strategy.
Provides subject matter expertise in operationalizing recommendations.
Remains informed on current data and analytics trends, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data)
Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework).
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 quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of data & analytics experience OR a minimum of 4 years of data & analytics experience and up to 2 years of progressive functional business proven experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing etc.) for a total of 6 years combined experience OR advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline and 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing, etc.).
Demonstrates advanced skills in mathematical and statistical techniques and approaches used to drive fact-based decision-making.
Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights.
What sets you apart:
P&C Claims experience.
Possess strong analytical skills to develop effective solutions.
Experience in scorecard analytics (ex: Quality, MSAT)
P&C Claims Scorecard analytics experience
Strong communication and presentation skills, including building PowerPoint presentations with the ability to convey complex analytical insights to non-technical business partners.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $205,340.
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.
$114.1k-205.3k yearly Auto-Apply 4d ago
Benefits Advisor (Mid-Level) - Leaves and Programs
USAA 4.7
Remote
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 Benefits Advisor (Mid-Level), specializing in Leaves and Programs, you will be a key resource for our employees navigating important life events. You will manage leave programs, vendor relationships (i.e. our onsite child development center), communications, and annual enrollment fairs, ensuring a smooth and supportive experience for USAA employees.
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:
Leave programs subject matter expert.
Vendor and program relationship manager.
Onsite services support to include managing onsite child development center relationship.
Back-up care program management.
Leads communication efforts across the benefits team, builds relationship with Association communications subject matter experts.
Manage the MyTotalRewards portal.
Event planning, coordinates all Annual Enrollment Fairs across all campuses.
Provide expert mentorship in the design, development, and administration of employee benefit plans.
Support the daily operations of benefit programs, ensuring they meet all legal and contractual requirements.
Analyze trends and data to identify and solve benefit-related issues, finding the best solutions for the organization and employees.
Help resolve sophisticated issues related to employee benefit programs.
Ensure that benefit programs and vendors align with the company's overall Total Rewards philosophy.
Assess vendor performance and ensure contracts deliver excellent service to employees.
Collaborate with partners to improve and refine employee benefit program goals.
Evaluate how well benefit programs are working and the impact of changes made.
Ensure benefit programs follow all applicable laws and regulations, staying ahead of changes that may affect offerings.
Research and analyze program changes to maintain compliance with federal regulations.
Participate in benefit-related projects and initiatives, working on cross-functional teams.
Coordinate with collaborators to create and implement systems and processes that support benefit projects.
Help implement communication strategies for benefit plans, including updates on open enrollment, pricing, and plan details.
Analyze costs and identify ways to minimize expenses and improve efficiency, while also assessing the financial impact of programs.
Identify, assess, and handle risks associated with benefit programs, following all risk and compliance policies.
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 experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Solid understanding of data analysis tools and techniques.
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 critical inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
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:
Experience leading and/or implementing Benefits communication strategies.
Strong vendor management experience (assessing SLOs, issue management).
Experience with corporate Military Leave programs.
Ability to work autonomously as well as with direction.
Expert verbal and written communication skills.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
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.
$77.1k-147.4k yearly Auto-Apply 60d+ ago
Accounts Payable Specialist Senior
PNC Financial Services Group, Inc. 4.4
Pittsburgh, PA jobs
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 an Accounts Payable Specialist Senior within PNC's Supply Chain Management organization, you will be based in Pittsburgh, PA.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Position Overview:
Join a dynamic team highly focused on managing cash flow and making payment to suppliers. We are searching for a skilled finance or accounting specialist to join our AP team to process, track and record payments in an accurate, efficient and timely manner.
Key responsibilities include, but are not limited to:
* Review invoices for appropriate documentation prior to payment.
* Manage the vendor master which houses over 18,000 suppliers.
* Process wire payments for foreign currency invoices
* Review and decision potential duplicate payments
* Manage the Accounts Payable credit card program
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults with the finance and accounting department with payment and tracking of more complex bills and reconciling conflicts.
* Paying bills and invoices in accordance with established methods and procedures while safeguarding against overpayment, unauthorized payments and expense abuse.
* Maintaining accurate records of all Accounts Payable transactions, acts as administrator of corporate programs and assists managers as needed.
* Identifies and analyzes root cause analysis and repetetive invoice issues and makes recommendations on resolution.
* Following proper procedures and taking direction from senior staff; developing technical skills.
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.
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
Balance Sheets, Decision Making, Finance, Financial Reporting and Analysis, Generally Accepted Accounting Principles (GAAP), Management Reporting, Tax Analysis
Competencies
Accounts Payable (A-P), Accuracy and Attention to Detail, Business Math, Decision Making and Critical Thinking, Effective Communications, Interpersonal Relationships, Knowledge of a Specific Financial or Accounting System, Operational Functions, Problem Solving
Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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)
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.
$72k-89k yearly est. 6d ago
Underwriting Consultant - Remote.
Northwestern Mutual 4.5
Remote
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 15d ago
Insurance Professional - Sales and Service
USAA 4.7
Remote
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
It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs!
Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.
After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager.
We have various schedules ranging from 8:00 am CST to 10:00 pm CST with two days off. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday.
Military veterans and spouses are highly encouraged to apply.
Relocation assistance is not available for this position.
As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.
We are currently seeking dedicated professionals to work in our San Antonio office at 9800 Fredericksburg Rd San Antonio, TX 78288 for future insurance sales and customer service opportunities in March 2026. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.
What you'll do:
Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members.
Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.
Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs.
Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Maintain required Property & Casualty license and state registrations.
Ensure 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 GED equivalent
Up to 1 year needs based sales and/or customer service experience in insurance, financial services and/or relevant direct customer service.
Acquire and maintain Property & Casualty (P&C) license and state registrations, within 90 days of hire. (Training, Licensing and State registration fees paid for by USAA.)
Demonstrated communication, problem-solving, and critical thinking skills to effectively respond to routine member inquiries.
Effective time management and organizational skills.
Successful completion of a job-related assessment may be required
What sets you apart:
1 year of customer contact experience in a needs-based sales environment
6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face
US military experience through military service or a military spouse/domestic partner
Training Schedule: Monday - Friday 9:30am-6:00pm
Work Schedule: 8hr shifts within the hours of 8:00am - 10:00pm CST
USAA provides support to our members 7 days a week.
After training, you will be assigned either a 4 day or 5 day work schedule which includes one weekend day.
All work schedules for this role are 40 hours per week
.
Work schedules are assigned based on business need and are subject to change to ensure adequate coverage for our members.
Salary: The hiring range for this position is: $45,010-$46,010
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.
$45k-46k yearly Auto-Apply 3d ago
Mainframe CICS Systems Engineer- Vice President
Morgan Stanley 4.6
Alpharetta, GA jobs
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
Knowledge of SMP/E, software upgrades and maintenance
Knowledge of all CICS parameters that control performance in a CICSPlex environment.
Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
Experienced with the CICS monitoring tools such as Sysview for CICS.
Ability to perform problem determination, dump analysis and performance tuning
Knowledge of Cobol to support application developers
Experience with Mainframe Websphere MQ
Excellent oral/written communication skills
Skills desired:
Assembler, COBOL and REXX coding and knowledge of CICS Exits
Web application support in a CICS TS V6.x environment
Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
Utilization of CICS Configuration Manager
Working knowledge of zOS & CICS Explorer
Understanding of CICS REST Services
Prior Application programming experience a plus.
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.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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).
$150k-210k yearly Auto-Apply 42d ago
Training Specialist LIC
Thrivent Financial 4.4
Minneapolis, MN jobs
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 28d ago
Life Actuarial Solutions Analyst Senior - Annuity Pricing Team
USAA 4.7
Remote
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
Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position
What you'll do:
Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources.
Reconciles and validates data accuracy, and reasonability of actuarial or financial information.
Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions.
Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes.
Resolves unique and complex issues and navigates obstacles to deliver work product.
Develops cost benefit analysis.
Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature.
Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives.
Oversees requirement development process through testing and implementation.
Demonstrates in depth understanding to identify and resolve issues or potential defects.
Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to.
Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations.
May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports.
Anticipates and analyzes trends or deviations from forecast, plan or other projections.
Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner.
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. (Total of 10 years of experience without bachelor's degree)
6 or more years of technical experience as an analyst or other relevant technical work experience.
What sets you apart:
Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field
Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc.
At least one actuarial exam. Note: pursuing actuarial designation not required.
Work experience supporting projects for actuarial or modeling functions
Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences.
Strong aptitude for problem solving and technology
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $93,770 - $179,240
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.
$93.8k-179.2k yearly Auto-Apply 3d ago
Private Business Strategist
PNC Bank 4.4
Philadelphia, PA jobs
Position OverviewAt 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 Private Business Strategist within PNC's Private Bank organization, you will be based in Philadelphia, PA.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
Develops new client relationships through networking, prospecting and referrals.
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.
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.
CompetenciesClient Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value SellingWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC 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. Auto-Apply 41d ago
Finance Intern (Future Leaders Program
USAA 4.7
Remote
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.