Arch Capital Group Ltd. job in New York, NY or remote
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Job Summary
Enterprise Projects (EP) is a growing team within Arch's Strategy and Innovation group that drives the future state design of strategically important underwriting and claims initiatives in line with Arch's broader strategic imperatives. Our mission is to design modern user experiences to improve ease of doing business, productivity, and responsiveness to accelerate growth. To be successful, we need to help our underwriters and claim adjusters make better informed, faster decisions by designing experiences that incorporate innovative technologies, such as: AI-powered intelligent document processing, data enrichment via third-party sources, and analytics driven prioritization.
As a key member of Arch's Enterprise Projects team, the Manager, Enterprise Projects will play a crucial role in supporting successful delivery of Arch's most strategically important projects. Working under EP leadership, this role will be responsible for the daily representation of Enterprise Projects on these cross-functional initiatives. This includes coordinating with business unit leaders, underwriters, claim adjusters, members of the Strategic Analytics (SA) team, as well as IT, Ops and project management teams.
Job Responsibilities
* Understand business process, document current underwriter experience, and identify opportunities to transform the user experience by leveraging analytics and automation
* Collaborate (internally/externally) to actively engage in development of an analytics driven future state vision for prioritized work areas
* Collaborate with Arch's Operations and IT teams to help translate solution design into functional requirements that inform UI/UX development
* Establish strong relationships with cross-functional team members to influence and drive alignment around future state vision
* Act as a strategic advisor on Large and Medium sized initiatives - providing observations and recommendations related to analytics and automation solutions within technology platforms and operations
* Manage stakeholder expectations through regular communication and touchpoints
* Proactively escalate risks/issues to leadership as they arise
* Help establish best practices and repeatable processes applicable across the various business units
Required Skills/Experience
* 5+ years' experience in p/c insurance business process analysis, process improvement, preferably in commercial lines underwriting
* Exceptional teamwork skills are required to play a key role in cross-functional teams; ability to collaborate and build trusting relationships with business partners
* A strong understanding of the p/c insurance business and a passion for the industry
* Track record of identifying opportunities for transforming business processes
* Demonstrable ability to lead discussions and synthesize input from various stakeholders to drive consensus on approach
* Track record of collaborating with multidisciplinary teams to deliver technology solutions
* Strong organization skills - task management, time management and project management.
* Excellent verbal and written communications skills; ability to convey complex concepts to people across the organization
* Natural curiosity to understand, question as needed, and improve the world around you
* Ability to export and apply learnings from other projects and to build scalable, repeatable business frameworks
Desired Skills/Experience
* Prior commercial lines underwriting experience is strongly preferred
* Prior experience in professional services or management consulting
Education
* Bachelor's degree or equivalent experience
#LI-LH1
#LI-REMOTE
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$130,000 - $155,000/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
10200 Arch Capital Services LLC
$130k-155k yearly Auto-Apply 4d ago
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Underwriting Specialist/Underwriting Manager
Arch Capital Group Ltd. 4.7
Arch Capital Group Ltd. job in Homeworth, OH
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Position Summary:
Are you tired of losing business to Group Captives? Well, come join our team! As an Underwriter within Arch Alternative Markets, this position is responsible for the technical underwriting, account management and client management of our casualty group captive programs. We have been growing steadily 20% per year with no shortage of opportunities. We exceeded $1 Billion of GWP and are looking for more team members.
Responsibilities and Accountabilities:
* Technical Underwriting - Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual and program risk characteristics. Assesses insurance and related financial risk in order to structure appropriate captive programs to effectively protect against frequency, severity, catastrophic and credit risk. Engage other internal resources as necessary. Underwrites, prices and prepares proposals within authority and with necessary input of Arch Actuarial, Credit and Alt Market team. Prepares program binders and presents to captive manager/producer and or prospective insured. Coordinates all administrative duties related to existing and prospective accounts.
* Account Management - Quarterbacks all pre and post bind activities including policy production, compliance issues, audits and adjustments, legal agreements, receipt of collateral, legal agreement execution, TPA coordination and any other related items. Together with internal team members, takes responsibility to deliver promised service to customers. Responsible for the renewal and retention management and manages the renewal process to achieve targeted retention and price change goals. Initiates, coordinates and conducts a mid term account review.
* Client Management - Develops and maintains relationships with producers and insured's to achieve overall production and profitability goals. Meets with producers and insureds to discuss individual account issues, uncover critical customer needs and financial buying characteristics. Develops a strategic plan for positioning and selling Arch at both the producer and the insured level. Engages and introduces other team members or management team as appropriate. Develops and maintains relationships with producers to generate a flow of qualified submissions.
* Administrative - Responsible for all underwriting and policy file documentation which is in compliance with Arch's internal audit process. Completes ad hoc projects as assigned by management.
Required Skills and Abilities:
* Understanding and knowledge of the intent, scope and purpose of the Workers Compensation, General Liability, and Automobile coverage forms and endorsements with the ability to tailor to the sold captive program design.
* Possess a thorough understanding of loss sensitive programs, excess & surplus lines programs.
* An understanding of captive programs is desired, but not required. This would include products, pricing, expensing, actuarial loss projecting techniques, retention and aggregate setting, limit profiles, ALAE, credit risk, and effective utilization of facultative reinsurance.
* Understanding and knowledge of exposure identification and analysis.
* Possess a cross functional generalist knowledge of other disciplines including claims, risk control, audit, premium accounting, finance and legal. Knowledge of regulatory and compliance issues.
Education & Experience:
* Bachelor's degree or equivalent training required
* CPCU or other similar designation a plus.
* Three (3) to Five (5) years underwriting experience and/or experience in the Loss Sensitive, Excess & Surplus marketplace, or captive insurance marketplace.
* Proficiency with Excel, Word and PowerPoint.
* Established broker or captive program relationships not necessary.
#LI-Remote
#LI-AM3
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$125,000 - $145,000/year + 10% target bonus
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
14400 Arch Insurance Group Inc.
$125k-145k yearly Auto-Apply 4d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote or Boston, MA job
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
#J-18808-Ljbffr
$124k-165k yearly est. 4d ago
Executive Assistant
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Executive Assistant supports members of the Private Capital Formation team. Wellington has been investing in private markets since 2003 and launched its first dedicated private capital fund in 2014. Today, the privates team currently manages approximately $9 billion in assets and it is the fastest growing investment group within Wellington. The Private Capital Formation team leads fundraising, investor relations, product development and fund management for our private market strategies, including venture, late-stage growth equity and private credit, working closely with the business developers across global channels to grow our private investments platform. The Executive Assistant plays an integral role in supporting the work of this team and collaborates with other assistants in the group and across the firm to meet the needs of the business.
This position works with the Private Capital Formation team on a day-to-day basis but is also part of the Client Platform's broader administrative team.
Responsibilities
Duties will include, but are not limited to:
Logistical coordination of meetings with various constituencies and proactive calendar management
Meeting preparation including gathering, assembling, and distributing materials
Preparing internal and client-facing documents and presentation materials
Attending team meetings and taking/distributing meeting notes
Obtaining data/information using various internal applications
Organizing and facilitating team events
Providing back-up for other department support positions as needed
Travel coordination with our travel agency including transportation and hotel bookings
Managing file systems, expense reporting, etc.
Diligent coverage of email
Assist with ad hoc project work, as required, within immediate team and broader group functions
Qualifications
Undergraduate degree
Prior administrative experience and/or investment industry background/interest will be viewed favorably
Proficiency in MS Office (Word, Outlook, Excel, & PowerPoint); experience with Adobe Acrobat preferred
Strong interpersonal, verbal, and written communication skills
Outstanding service orientation; reliable, consistent, proactive, and responsive
Comfort with technology and learning new tools
Detail orientation and a general comfort in a data-rich environment
Excellent organizational, multi-tasking, and prioritization abilities
Solid work ethic and positive attitude; ability to work independently and as part of a team
Ability to use good business judgment and maintain confidentiality
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$67k-92k yearly est. Auto-Apply 37d ago
Legal Associate
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
ABOUT THE ROLE
We are seeking a highly motivated and growth-oriented Legal Associate to work with our Legal teams primarily supporting Wellington Management's U.S. Wealth business.
Key responsibilities will include:
Support fulfillment of legal and regulatory obligations of Wellington-sponsored investment companies registered under the Investment Company Act of 1940, including:
Drafting and/or reviewing regulatory filings, including registration statements and supplements, shareholder reports, proxy statements, information statements and filings on Form N-23c-3 and Schedule TO
Supporting Legal's preparation of materials for fund boards, including memoranda and presentations
Liaising with internal stakeholders and external counsel to manage fund regulatory calendar
Help to establish and support a process with internal stakeholders to support the '40 Act Platform
Support negotiation of service provider agreements, including distribution agreements, administration agreements and custody agreements
Support negotiation of investment management agreements for subadvisory client relationships
Providing advice and/or escalating issues to Counsel in relation to the above
Qualifications
5 to 10 years' experience supporting registered investment companies in the foregoing areas, either at a major law firm or a financial institution
Experience working with internal stakeholders and fund boards; cross-functional coordination and support preferred
Experience with interval funds and tender offer funds preferred
Strong analytical, communication, and interpersonal skills
Demonstrable track record of achievement, capacity for differentiated thinking, strong work ethic, applying good judgment, and willingness to work with others
Ability to manage multiple priorities and work independently in a fast-paced environment.
Experience with contract negotiation and analysis of regulatory issues relevant to registered investment companies.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$111k-179k yearly est. Auto-Apply 60d+ ago
Fund Operations Lead
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Wellington Fund Services oversees a broad array of funds, including hedge, private equity, offshore, ‘40Act and commingled investment trusts that invest globally across all asset classes. Fund Services is responsible for the accounting, financing, financial reporting and operations for these funds.
This role sits within our US Fund Control and Operations Team and is focused on the Transfer Agency (TA) Oversight and Investor Operations function for our `40Act Tender Offer and Interval Funds as well as Collective Investment Trusts. The function is responsible for governing, monitoring, and enhancing the investor cashflow and reporting process, including the performance of the third-party transfer agent.
This role ensures that shareholder servicing, transaction processing, and regulatory reporting are executed accurately, efficiently, and in full compliance with industry standards and firm policies.
Responsibilities
Interacting closely with internal colleagues and external service providers to ensure the timely and accurate processing of client cash flows into Wellington's commingled funds
Working with the transfer agent and internal client service teams to handle a wide range of client account servicing requests including special handling of transactions and account queries
Expertise operating and supporting the enhancement of internal system applications
Daily and periodic monitoring of service provider delivery and performance
Monitoring position and cash balances across multiple systems, resolving discrepancies as needed
Developing and managing relationships with Wellington's centralized teams and external service providers
Leading and supporting projects, both large and small, associated with the funds, Wellington's operational and systems infrastructure, and service providers
Qualifications
College undergraduate degree, preferably in accounting, finance, or business
7+ years of industry experience
Experience from an asset manager or fund administrator ideally in a transfer agent related capacity is preferred
Experience with Interval and Tender Offer funds strongly preferred
Advanced business application skills, strong Excel and Access abilities are preferred
Very strong attention to detail and organizational skills
A natural curiosity and desire to expand one's knowledge and role
A proactive nature in developing and improving processes
Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities
A client service mindset and strong communication skills
Progress towards a CPA, CFA, CAIA or MBA is a plus
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$100k-131k yearly est. Auto-Apply 9d ago
Research Associate, REITs
Royal Bank of Canada 4.3
Solon, OH job
What will you do?
Assist in the development and detailed modeling of company specific financial models
Coordinate, generate and maintain research reports, presentations and databases
Provide research support to analyst as required
Incumbent is in the process of developing core Research Associate skills
Develop an expertise in the REIT sector.
Support and answer client queries as they relate to the sector
Proactively identify operational risks/ control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
Key relationships: internal clients including sales and trading; external clients as required
What do you need to succeed?
Undergraduate degree or similar qualification with a focus on Business, Mathematics or other quantitative fields
Licensing Requirements - Series 7, 63, 86 & 87, SIE
Previous exposure to capital markets or 1-2 years of experience within the Real Estate sector a definite asset but not specifically necessary
Excellent writing and communications skills
Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications
Superior customer service focus and attitude for internal and external clients
Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
Commitment to task and an attention to detail
Ability to prioritize work and multi-task responsibilities
Self starter - must be organized and able to work independently
Good personal skills and the ability to work and coordinate effectively within a team environment
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients
The good-faith expected salary range for the above position is $100,000 - $160,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork
Additional Job Details
Address:
30575 BAINBRIDGE ROAD:SOLON
City:
Solon
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
CAPITAL MARKETS
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-25
Application Deadline:
2026-02-19
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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$100k-160k yearly Auto-Apply 60d+ ago
Agile Coach
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
As an Agile Coach on the Technology Strategy team, you will help engineering and product leaders deepen an Agile, outcome driven mindset. You'll onboard and upskill teams (typically 5-15 engineers), tailor practices to each team's stage on the Agile journey, and help leaders use OKRs/KPIs to measure and sustain impact. The role spans handson team coaching and enterprise enablement (training new coaches, sharing best practices, nurturing the community of practice) to further integrate business and technology. (Grounded in our internal Agile plays and maturity assessment approach embodied in the firm's Agile Playbook)
What you'll do
Coach for outcomes, not ceremonies: enable engineer groups and their product owners to define/track OKRs, improve predictability and quality, and reduce lead time.
Upskill leaders: train Product Owners and Tech Leads on backlog quality, value slicing, outcome roadmaps, and evidence based planning.
Measure and adapt: use an Agile Maturity self assessment and coaching plans; run iterative retros at team and program levels; publish adoption dashboards.
Scale the practice: develop reusable training assets, mentor new coaches, and support needs as required.
Transition wisely: move teams from hightouch to selfsufficient, establishing guardrails for sustainability.
Qualifications
Hands-on practice with one or more of: SAFe, Kanban, Scrum, Scrumban
Understands how to drive business impact and outcomes
Demonstrates collaboration and empathy with development teams
Has the ability to be a change agent
Comfortable carrying institutional weight, has gravitas and is able to influence
Nice to haves
Certifications: ScrumMaster(r), ICP, SAFe, or equivalent
Tooling familiarity with git-based tooling, Atlassian dev tools suite, CI/CD-based deployments
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$124k-156k yearly est. Auto-Apply 60d+ ago
Fixed Income Product - Investment Director - Emerging Markets
Wellington Management Company 4.9
Remote or Boston, MA job
Fixed Income Product - Investment Director - Emerging Markets page is loaded## Fixed Income Product - Investment Director - Emerging Marketslocations: Boston, MA, United Statestime type: Full timeposted on: Posted 2 Days Agojob requisition id: R93298# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleWe are currently seeking to recruit an individual to join our Fixed Income Investment Products and Strategies team as an Investment Director (Product Specialist/Client Portfolio Manager). The successful candidate will help lead business and marketing strategy, and act as investment representative for the firm's fixed income business in in the US and other locations as needed, and in addition will help to ensure the integrity of our investment and risk management processes. This role requires developed skills in marketing strategy, communication, portfolio analysis, and a solid foundation in investments. The successful candidate will be a flexible problem solver, with a can-do attitude, who is willing and able to take ownership of issues. They will work closely with members of the Business Development & Relationship Management Group, Fixed Income Portfolio Management, and other functional areas across the firm. This position will be based in Boston.# Responsibilities## Portfolio Development & Marketing* Contribute to the growth of the Fixed Income business by engaging with clients, prospects, and consultants;* Assess business opportunities, and develop products and solutions where there is high potential;* Create and implement marketing strategy, marketing materials, and investment guidelines;* Represent portfolio managers and explain investment processes and portfolios to audiences that range widely in sophistication levels;* Educate and consult with internal colleagues, clients and consultants on markets and portfolios;* Differentiate and position strategies relative to those of competitors;* Develop close working relationships with Business Development & Relationship Management colleagues.## Investment Integrity and Risk Management* Oversee the investment and risk integrity of our portfolios on behalf of clients:* Set appropriate client expectations for performance in various market environments;* Identify investment and operational risk issues and recommend process improvements.* Manage risks to the firm in the course of business, and client negotiations.## Business Partner to Investment Teams* Contribute actively to product development processes;* Vet business opportunities in the context of the broader book of business;* Work with the Business Development & Relationship Management Group on fixed income business* Manage and lead the resolution of internal business issues associated with portfolios and solutions.# QualificationsThe successful candidate is likely to have:* A strong academic background, ideally including a post-graduate qualification (e.g. MBA or CFA);* 8+ years of related professional experience, ideally gained within the Asset Management industry, or institutional investment consulting;* Excellent written, oral and interpersonal communication skills;* A strong fixed income background: portfolio management and/or product management experience preferred* Strong business judgment;* Excellent quantitative and problem-solving skills, and ability to synthesize risk and perform attribution analysis;* The ability to work independently and in a team environment, and to manage multiple priorities;* Creativity, attention to detail and leadership skills;* The willingness to develop knowledge of non-traditional instruments and complex investment strategies;* A willingness to travel.* CFA RequiredNot sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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$134k-173k yearly est. 1d ago
Principal, Workday Integrations Engineer
Wellington Management Company 4.9
Remote job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
OVERVIEW
This is an exciting opportunity for an experienced Workday Integrations Engineer to join Wellington and play a key role in transforming our Human Resources and Financial systems. Our HR and Finance teams are modernizing business processes and technology platforms across areas such as core HCM, benefits, compensation, recruiting, talent management, payroll, banking and settlement, general ledger, accounts payable, procurement, projects, and expense management.
As a Workday Integrations Engineer, you will design, develop, and maintain integration solutions and complex reports in Workday for both HCM and Financials. This role is highly technical and hands-on, requiring expertise in Workday integration tools, strong problem-solving skills, and the ability to deliver robust solutions in a collaborative environment. The ideal candidate will also bring experience with global compliance requirements and Workday best practices.
RESPONSIBILITIES
Design, develop, test, and deploy new integrations and maintain existing ones using Workday Studio, Core Connectors, EIB, Document Transformation, and Orchestrate
Troubleshoot and resolve integration issues
Serve as a subject matter expert on high-impact projects from planning through stabilization
Ensure compliance with country-specific regulatory and statutory requirements in integration design
Participate in Workday-related projects involving integrations with third-party systems and banks, business process definitions, security, and reporting
Develop and maintain Workday Payroll PECI integrations for third-party payroll vendors, ensuring accurate and timely data exchange
Maintain tools and templates for each SaaS release/update and support regression and release management
Create and maintain technical specifications and support documentation
Build and maintain Workday dashboards, worklets, advanced and shared reports using Workday-delivered tools
Recommend design and implementation approaches for solutions related to HCM, Financials, Security, System Architecture, and Interfaces
QUALIFICATIONS
Minimum 5 years of Workday Integrations experience for Finance, Payroll and Benefits. Includes leading deployments and supporting post-production environments
Strong experience building custom integrations with third-party systems in HR and Finance domains (e.g., Payroll, Benefits, Talent, Recruiting, Banking, GL, AP, Procurement, Projects, Expense Management)
Hands-on expertise with Workday Studio (IDE), handling complex integration requirements, orchestration, error handling, critical and high-volume data feeds, and customized data formats
Workday Studio skills required include Java, web-service based integrations, XML/XSLT, and knowledge of Workday security and business objects
Hands-on expertise with EIB and Core Connectors
Proven track record in advanced Workday reporting
Experience developing Workday Payroll PECI integrations for external payroll providers
Deep knowledge of Workday's integration technology stack and complementary external systems in at least two HR or Finance areas
Ability to communicate effectively in a collaborative environment
Strong organizational skills with the ability to prioritize work, meet deadlines, and maintain high-quality standards with minimal supervision
Ability to apply knowledge of business and technology trends in ERP, HR, Finance, and Payroll to design effective integration solutions
Experience with Workday Extend and Workday Prism Analytics is preferred
Familiarity with Workday Prism Analytics is a plus
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$89k-122k yearly est. Auto-Apply 14d ago
Enterprise Strategy Office Specialist
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the RoleTHE POSITION
The Enterprise Strategy Office (ESO) team informs the firm's product strategy and sales focus. The team serves as the firm's center of excellence for industry and competitive insights, supporting strategic projects across the firm, and is responsible for product and fund development, product prioritization and sales campaigns.
The Enterprise Strategy Office Specialist will work closely with ESO and firm leaders on strategic projects and forward-looking product development. The specialist will work as part of ESO teams that operate cross functionally to help shape the firm's future product offerings and drive growth.
As an ESO specialist, your analytical, communication, project management, creative thinking, and leadership skills will be called upon from day one. You will be rapidly pulled into projects central to the future of the firm often working side-by-side with senior leaders.
Every day will be different but you can expect the role to include:
Gathering and analyzing data to estimate market sizes, better understand industry trends and evaluate competitive products
Monitoring industry developments and competitors' strategy to inform product development decisions
Developing hypotheses and executing analysis; translating data into meaningful insights; presenting recommendations to key decision makers
Structuring and managing complex projects; planning workflows; executing against those plans
Developing talent and serving as a mentor to junior team members.
Successful specialists will build versatile skillsets and broad networks within the firm unlocking a number of potential career paths within Wellington.
THE PERSON
Candidates for the ESO Specialist role should bring experience with strategy projects, industry research and data analytics. Critical traits include intellectual curiosity, and a strong work ethic combined with excellent written and verbal communication skills.
The ideal candidate will have:
5-7 years of experience, preferably in strategy consulting or corporate strategy
The ideal candidate will bring Asset Management expertise and product knowledge
Experience conducting market research, estimating market size & growth, and developing cohesive product and distribution go-to-market strategy
Excellent organizational, project management skills and attention to detail
Ability to translate strategic questions into specific and actionable analysis
Excellent written, oral and interpersonal communication skills
Creative problem-solving skills, solutions-oriented mindset
Strong business judgment, curiosity, comfort with ambiguity
Ability to foster innovation and drive outcomes in spite of complexity and imperfect information
Drive and action-orientation
Ability to work independently and with a team
Leadership skills, grace under pressure, flexibility, ability to get things done
MBA, CAIA, and/or CFA are preferred
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$47k-65k yearly est. Auto-Apply 15d ago
Claims Specialist - Life Global Claims
Gen Re Corporation 4.8
Remote job
Shape Your Future With UsGeneral Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Claims Specialist in our Life Health Global Claims unit to work remotely based out of our Stamford, CT office.
Role Description
The Claim Specialist is responsible for the delivery of the reinsurance claim risk management on multiple lines of business to both internal and external Gen Re clients. This includes, but is not limited to, the risk assessment of reinsurance liability and may include client training development and delivery, audit activities as well as representing the company and/or speaking at various industry conferences, as requested.
Responsibilities:
Responsible timely decision making and accuracy of reinsurance determinations on multiple lines of claim submissions. Incumbent contributes to the accurate and efficient adjudication of claims by supporting the department and client's investigation or coaching/mentoring on claims in all ranges of complexity to ensure compliance with policy provisions, state/federal regulations and reinsurance treaties in effect.
Maintains a working knowledge of state and federal regulatory issues and keeps on the cutting edge of changes within the incumbent's area of expertise.
Deliver high levels of customer service to internal and external customers in a professional, reliable and responsive manner.
The incumbent works with claims management to develop, prioritize and execute a claim management strategy for each assigned client.
Responsible for influencing a variety of constituents at various levels and not within one's direct employ. Thus, being accountable for the effective development, ongoing maintenance and consistent application of client communications and relationships.
As an expert claim resource within a specific line of business, the Claim Specialist monitors national verdict/settlement trends and legal developments pertaining to their particular line of business. The incumbent researches, drafts and publishes articles and training oriented to educating clients on best practices gleaned.
Responds to ad hoc reporting /projects from manager. Timely and accurate reporting of statistical information to management. Provides a broad range of regular (monthly/quarterly) management information in support of the Claims Department. Responsible for synthesizing a large amount of information from a variety of sources.
May participate in client / TPA due diligence activities such as supporting audit activity, identifying emerging trends and themes not only in the client's inventory but within the industry; supporting manager with industry gleaned best practices via building and delivering customer specific training programs and seminars; emphasizing and implementing technical solutions to business needs to achieve desired improvements when asked.
May participate in client meetings or with prospective accounts.
Role Qualifications and Experience
Prior claims experience in insurance and/or reinsurance operations.
Prior experience managing claims (preferably LTC or Income Protection) thereby equipping the incumbent with the ability to assess reinsurer responsibility in its broadest sense (e.g. reviewing and offering risk management insights and recommendations on facultative and consultative claim submissions).
Experience auditing claim files. Audit work of reinsured claims remotely or in client locations is an expectation. The audit process requires the ability to quickly adapt to the multitude of imaged systems in use by clients. The audit process may involve analyzing and verifying coverage and/or corresponding payments issued. The audit process may consist of managing internal and external communication with client executives in various areas such as claims, financial and legal resources, actuarial resources, etc. Thus, demonstrating an ability to emphasize and implement solutions to help clients manage risk and developing an in-depth knowledge of the management and organization of each assigned account.
Holds insurance adjuster's license or a willingness to secure same within 1 year of hire
Strong working knowledge of key coverage lines especially health (Long Term Care, Individual Disability) type claims
Strong written and verbal communication skills
Strong organizational skills with demonstrated ability to work independently and deal effectively with multiple tasks simultaneously or as an effective member of a team
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail
Flexibility to travel for business purposes, approximately less than 10 trips per year
Strong client relationship, influencing and interpersonal skills
Proven initiative, prioritization, presentation, and training abilities.
Experience with and proficiency in Microsoft Suite of Products (WORD, EXCEL, PowerPoint), Visio, Power BI, developing and running queries etc.
Salary Range
91,000.00 - 152,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At
General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
$53k-73k yearly est. 29d ago
Senior Analyst, CLO Operations
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the RolePosition Summary
The CLO Operations Analyst will support the operational and middle-office functions for Collateralized Loan Obligation (CLO) portfolios. This role ensures accurate trade processing, cash management, and compliance with investment guidelines while collaborating with internal teams and external counterparties.
Key Responsibilities
Trade Lifecycle Management
Capture and process primary and secondary loan trades in internal systems.
Monitor trade settlements via ClearPar and resolve discrepancies with counterparties.
Ensure timely affirmation and settlement of transactions.
Instruct borrows for loan settlement in warehouse phase.
Cash & Position Reconciliation
Maintain accurate cash balances and reconcile positions daily.
Process interest payments, fees, and corporate actions related to loan assets.
Coordinate with custodians and trustees for cash movements.
Reporting & Analytics
Prepare daily and monthly portfolio reports for internal stakeholders.
Provide estimated settle date cash reporting.
Support quarterly investor reporting and audit requests.
Compliance & Documentation
Verify adherence to CLO indenture requirements and investment guidelines.
Ensure assets are approved for purchase while in warehouse.
Maintain accurate records for regulatory and audit purposes.
Process Improvement
Identify opportunities for automation and efficiency enhancements.
Participate in system upgrades and operational projects.
Qualifications
Education: Bachelor's degree in Finance, Accounting, Economics, or related field.
Experience:
Entry-level: 1-3 years in loan operations or structured credit.
Preferred: Familiarity with CLO structures and syndicated loans.
Skills:
Strong Excel skills; experience with WSO, ClearPar, Bloomberg is a plus.
Excellent attention to detail and organizational skills.
Ability to work in a fast-paced environment and meet deadlines
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$71k-99k yearly est. Auto-Apply 42d ago
Claims Manager - Life and Health
Gen Re Corporation 4.8
Remote job
Shape Your Future With UsGeneral Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Claims Manager in our Life Health Global Claims unit to work remotely based out of our Stamford, CT office.
Role Description
The Claims Manager in Life Global Claims oversees the unit claims business, including the protection of Gen Re's fiduciary interest. The incumbent is an expert claims resource with comprehensive claim knowledge and experience. Managerial duties include hiring as well as overseeing performance and development of employees. As a senior claim resource, the incumbent also acts as a teacher, developer, mentor and leader in the Unit and the claims department.
Responsibilities:
Human Resources: The Claims Manager completes performance appraisals, provides salary planning recommendations and implements training/educational plans for the Unit. Additionally, the incumbent manages the interviewing, hiring and performance management.
Claims Leadership & Expertise: The Claims Manager is expected to demonstrate superior analytical and claim handing skills and to have strong knowledge of changes in case law, jurisdictions, coverage, and recognition of exposures for timely financial reporting purposes. The Claims Manager acts as a senior resource, teacher and technical claim advisor to the team and others within the Global Claims LH Organization.
Performance Standards & Goals: The Claims Manager is expected to set the tone for the unit's performance via team and individual goals and client centric activity. Existing and potential future client relationship management, trend analysis and proactive inventory management, along with the establishment of and adherence to proper claim controls is the responsibility of the Claims Manager. The incumbent also is responsible for the development and implementation of process improvements and workflow within the product lines assigned.
Professional Development: The Claims Manager oversees the professional development of the staff. The incumbent ensures individuals have the necessary skills and developmental opportunities to continually meet the business needs of the Unit, Department and Division.
Unit Management: The Claims Manager coordinates all administrative and procedural aspects of the Unit. The incumbent acts as the unit champion and fosters a supportive and results oriented environment. As the unit leader, incumbent manages the unit in accordance with all Gen Re policies, procedures, philosophies, and goals.
Regulatory: The Claims Manager is responsible for ensuring overall compliance with various reporting and auditing of controls.
Claim Management Reporting: The Claims Manager partners with his/her internal constituents to ensure claims data collected is analyzed and claim statistics reported to senior management in a timely, proactive, consolidated and solution-oriented fashion.
Responsible for managing multiple work streams and influencing a variety of constituents at various levels, not solely within one's direct employ.
Accountable for the effective development, ongoing maintenance and consistent application of client communications and relationships. The Claims Manager is a client facing position with accountability to ensure his/her staff is visible and present in the reinsurance work performed.
Flexibility to travel frequently and on short notice.
Incumbent ensures appropriate representation occurs in the industry conference work that may require committee representation, networking with client, hosting client events oriented at the claims discipline, effective delivery of presentation material and travel on short notices.
Role Qualifications and Experience
Prior experience managing claims and people.
Broad understanding of insurance/reinsurance life cycle and intersection with claims.
Ability to perform complex multitasking with short/medium/long term deadlines - with need for contingencies.
Analytical, strategic, and organized thinker with demonstrated ability to deliver results.
Proven ability to develop staff, resource allocation and planning.
Exposure to managing people and claims in multiple products lines.
Demonstrated leadership abilities.
Highly refined analytical skills and business acumen.
Demonstrated abilities to operate strategically or tactically depending on the situation at hand.
Strong claim technical abilities. Prior experience with claim audit activity. Audit work of reinsured claims in client locations is an expectation. The audit process requires the ability to quickly adapt to the multitude of imaged systems in use by clients. The audit process may involve analyzing and verifying coverage and/or corresponding payments issued. The audit process may consist of managing internal and external communication with client executives in various areas such as claims, financial and legal resources, actuarial resources, etc. Thus, demonstrating an ability to emphasize and implement solutions to help clients manage risk and developing an in-depth knowledge of the management and organization of each assigned account.
Exceptional communication and presentation skills. Ability to work as a member of a team or independently. Similarly, strong oral and written communication skills are required. Proven ability to analyze and problem solve client needs, system failures and strategy projections.
College degree (preferred) or equivalent work experience
Salary Range
155,000.00 - 259,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At
General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
$63k-92k yearly est. 29d ago
Senior Relationship Advisor II, Wealth Management
Northern Trust 4.6
Cleveland, OH job
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
SENIOR RELATIONSHIP/TRUST ADVISOR II, WEALTH MANAGEMENT
OH: R147717
The Senior Relationship Advisor role manages complex wealth management client relationships usually in excess of $20 million in MV and delivers high quality fiduciary and administrative services. Partner assumes primary responsibility for overall client satisfaction by collaborating with other members of the service team and appropriate NT resources to ensure timely delivery of exceptional service, issue resolution, effective communication of client needs to others, and coordination with client's professional advisors to identify and implement advisory solutions.
1. Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Pursues ongoing development of fiduciary and advisory knowledge and skills through training and experience.
2. Primarily responsible for leading client conversations for life driven wealth management, providing proactive advice to clients on NT's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Explains complicated concepts to clients in a thoughtful way using non-technical terminology and offers advisory solutions. Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
3. Proactive client service with responsiveness, diplomacy and tact, using written and verbal communication with suitable frequency.
4. Builds and maintains knowledge of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution.
5. Cultivates relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT. Identifies opportunities to showcase NT expertise and thought leadership.
6. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
7. Teaches and mentors less experienced partners. Provides leadership on fiduciary projects and committees. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients.
8. Implements complex initiatives involving multiple disciplines and/or ambiguous issues.
The successful candidate will benefit from having the following competencies:
12 - 15 years' experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
Due to the complexity of this portfolio, experience in working with ultra-high net worth (UHNW) clients is preferred.
The ability to manage a complex portfolio of over a billion in account under management (AUM).
Knowledge of fiduciary and financial products and services, usually acquired through related work experience, needed to manage client accounts.
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience.
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school.
Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship. In addition, a JD, and/or a CFP, CPWA and other related professional designations are strongly desired for this role.
Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff.
Salary Range:
$156,370 - 273,600 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
$88k-116k yearly est. Auto-Apply 5d ago
Property Claim Executive
Gen Re Corporation 4.8
Remote job
Shape Your Future With UsGeneral Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Property Claim Executive in our Stamford, CT office or performed remotely for appropriately qualified individual.
Role Description
The Property Claim Executive handles reinsurance claims submitted by clients arising from the Property line of business and arising under various reinsurance contracts and involves the review of clients' claim adjustment. The Property Claim Executive serves as an integral member of the GRC property team by providing comprehensive knowledge and insights to underwriting, claims management and the GRC executive team. The Property Claim Executive is a resource to our clients offering expertise to effectuate the best resolution of claims.
We are seeking a claims professional with a minimum 8 years of experience in handling property claims with extensive experience in commercial property losses, CAT planning experience and CAT loss claims handling to join our team. The ideal candidate will work well independently but also enjoys working as a part of our team. Position responsibilities include the following:
Handle claims from commencement to resolution in accordance with Gen Re claims procedures and guidelines including file documentation, preparation of loss reports, timely reserving and claim payments.
Maintain Cat loss experience reports
Frequent and timely communication with other Gen Re business units including underwriting, marketing, actuarial and the Gen Re senior management team.
Present to Gen Re management and client companies on high exposure matters and emerging property trends.
Timely and frequent communication with clients to deliver “value added” service that enables clients to achieve better results through improved technical expertise and operational efficiency including:
assisting clients in the development of strategies for claim evaluation, property damage estimates and claim resolution.;
analyzing coverage;
conducting claims reviews/audits;
Identifying and recommending vendors to clients to achieve successful claims resolutions;
assisting clients in CAT preparedness; and
conducting training sessions.
Role Qualifications and Experience
Advanced degree and/or industry designation (CPCU, etc.) preferred.
Minimum eight years in the insurance industry managing high-exposure property claims.
Experience in reinsurance is a plus.
Performance in a claim leadership position is a plus.
Excellent oral and written communication skills.
Strong team player and able to build productive working relationships inside and outside of Claims.
Excellent interpersonal and analytic skills.
Strong organizational skills; accurate and detailed-oriented.
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Ability to travel as necessary
Salary Range
141,000.00 - 235,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At
General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
$78k-138k yearly est. 60d+ ago
Senior Software Engineer
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Company: Wellington Management Company LLP
Location: 280 Congress Street, Boston, MA 02210
Position Title: Senior Software Engineer
Job Description:
Enhance the capabilities of Wellington's Client Experience Platform and position the teams for continued scalability as a Software Engineer by owning the design and implementation of multiple components within the Client Experience Platforms technology stack with a focus on Adobe Experience Manager (AEM). This public facing application is a highly strategic asset driving the continued growth of the firm, providing reporting and communications to existing clients and enabling data-driven marketing programs. The Client Experience Platform leverages integrations into several endemic platforms as well as custom services and is currently supported by a successful and highly experienced team with members in marketing, product, and technology. Successful execution of this role demands a solid technical foundation, coupled with active collaboration with other technical leaders and business stakeholders. Estimate work-scope for features that impact multiple, dependent work streams and layers of the technology stack including AEM, Okta identity management, and other internal services. Identify, prioritize, and remediate technical debt and architectural improvements in existing AEM implementations leveraged by multiple, active, engineering teams. Routinely impact the business domains that leverage and depend on AEM. Position is fixed location based in Boston office; however, telecommuting from a home office may also be allowed.
Job Requirements:
Requires a Master's degree (or foreign equivalent) in Computer Science, Mathematics, Electronic Engineering, Computer Engineering, or directly related field plus two (2) years of experience in enterprise software development.
Must have two (2) years of experience in the following (experience may be gained concurrently):
Developing and deploying cloud hosted Adobe Experience Manager (AEM)
Software design principals including MVC and GoF patterns
Front-end technologies including modern JS frameworks and CSS pre-processors
Agile development methodology
REST API development and integration
OAuth and integration
Accessible web design including WCAG standards
Must have one (1) year of experience in each of the following (experience may be gained concurrently):
Working with product owners to define requirements and acceptance criteria
Collaborating with quality engineering (QE) teams to deliver high quality and high availability of systems
Mentoring junior team members
Collaborating across teams in a matrixed organization with competing priorities
Will accept a Bachelor's degree plus five (5) years of experience in enterprise software development in lieu of a Master's degree plus two (2) years of experience.
40 hours/week, 9:00am-5:00pm. Salary: $179,000 - $185,000 /year.
Application Method: Apply online or send resume to: ******************************* (Req # R92991)
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$179k-185k yearly Auto-Apply 13d ago
Technical Business Analyst
Gen Re Corporation 4.8
Remote job
Shape Your Future With UsGeneral Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Technical Business Analyst in our Global Life Health Technology unit to work remotely based out of our Stamford, CT or in our Cologne, Germany office.
Role Description
The Technical Business Analyst plays a pivotal role on our Global Life Business Technology team. The role partners with cross-functional stakeholders and external clients to design, build, and deliver best-in-class solutions that drive our business forward. This is a high-visibility role where the candidate's expertise will shape the future of our technology and business processes-including the integration of artificial intelligence (AI) and data-driven solutions.
Responsibilities:
Lead business requirements, analysis, and testing phases for business and technology initiatives.
Collaborate with stakeholders to understand business needs and translate them into actionable technical solutions.
Design high-level technical architectures, including frontends, databases, interfaces, and AI-powered components.
Identify opportunities to leverage AI to optimize business processes and decision-making.
Facilitate business process improvements and manage product development teams to deliver strong end products.
Develop and implement test plans to ensure quality and successful project delivery.
Provide regular project updates to stakeholders, ensuring transparency and alignment.
Prepare solutions for deployment, including documentation, training, and support planning.
Manage project scope, resources, budgets, and timelines for small to medium-sized initiatives.
Partner with global teams across the USA, Europe, and Asia, requiring occasional flexible hours.
Support end-users with business queries and provide technical assistance and cross-training.
Role Qualifications and Experience
Bachelor's degree (or higher) in Information Science, or a related field, or equivalent experience.
7+ years' experience as a product owner, business analyst, or project manager in software development projects.
Product Owner and/or CBAP certification is a plus.
Experience in the insurance or reinsurance domain is highly desirable.
Strong knowledge of SQL, relational databases, SDLC, and Agile methodologies.
Proven track record of delivering projects on time and within budget.
Exceptional communication skills, with the ability to explain complex concepts to both technical and non-technical audiences.
Creative, analytical, and a natural problem-solver.
Collaborative mindset and ability to build effective relationships across the organization.
Salary Range
91,000.00 - 152,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At
General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
$76k-97k yearly est. 12d ago
Senior Systems Analyst Trading Technology
Wellington Management Company 4.9
Remote or Boston, MA job
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
Senior Systems Analyst
Team: Information Technology - Trading Technology
Location: Boston
The Position
The Trading Technology team is seeking a Senior Systems Analyst to design, develop, and operationalize electronic connectivity solutions for Fixed Income, Equity, and FX trading platforms. This role involves working closely with traders, trade administrators, and technology teams to deliver high-quality solutions using FIX and other industry-standard protocols.
Our analysts contribute to all aspects of defining, implementing, and supporting the Global Trading Order Management System (OMS) and related applications.
Responsibilities
Partner with trading business teams and analysts to define and develop requirements for OMS workflows and auxiliary trading applications.
Collaborate with developers, database architects, vendors, and IT teams to design and enhance applications.
Prioritize business needs and maintain clear communication on progress and deliverables.
Develop deep expertise in Wellington-specific trading workflows across asset classes.
Manage release cycles and deployment of new functionalities to business users.
Facilitate resolution of production issues by researching problems, tracking progress, and documenting solutions.
Act as the primary interface for trading vendors and brokers/dealers for onboarding and certification testing.
Design, develop, and manage test cases, specifications, and requirements for FIX-related projects and services.
Provide hands-on support by analyzing application logs and audits to resolve business inquiries.
Stay current with evolving trading industry and technology trends to ensure systems remain best-in-class.
Qualifications
Required:
5+ years of experience as a Business Analyst or Systems Analyst designing and developing technical solutions.
Hands-on experience with trading technology, especially FIX protocol.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills; ability to manage multiple priorities.
Proficiency in data analysis and SQL.
Experience supporting investment or trading professionals in a systems role.
Bachelor's degree required.
Preferred:
Knowledge of OMS workflows, asset-class-specific trading practices, and electronic trading protocols.
Familiarity with electronic trading markets and practices.
Self-motivated and comfortable working in a fast-paced, collaborative environment.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to
race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law
. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************
.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 90,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
$111k-141k yearly est. Auto-Apply 58d ago
Associate Relationship Advisor, Wealth Management
Northern Trust 4.6
Cleveland, OH job
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
ASSOCIATE RELATIONSHIP ADVISOR, WEALTH MANAGEMENT
The Associate Relationship Advisor role is hybrid role that includes client facing responsibilities, ownership of strategic growth initiatives, and selected office management responsibilities. For client facing responsibilities, this role is a transitional role from Account Manager to Relationship Advisor and encompasses responsibilities for both. Under general supervision (but working independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead Relationship Advisor by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality account service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client. In addition to client facing work, this role supports the growth of the Ohio practice by assuming responsibilities for high priority initiatives and projects including our business owner prospecting initiatives, our Client Advisory Board program, and all client and prospecting events. The role will also assume responsibilities for selected office management activities as needed. Specific responsibilities include:
Client Facing Responsibilities:
* Coordinates account management by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements
* Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
* Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
Over time, Partner assumes responsibility of a limited number of accounts where the partner serves as a lead Relationship Advisor managing assigned account base with wealth management clients by collaborating with client service team, clients and resources to ensure timely delivery of high-quality account service, issue resolution, effective communication of client needs to partners, and development of advisory relationship with client including:
* Managing assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client's needs and goals. Exhibits working knowledge of agency account agreements and governing documents.
* Exhibiting working knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.
* Exhibiting developing knowledge of fiduciary duties and applicable laws, including trust and tax law, asset management and prudent investment principles. Once trained, exhibits knowledge of goals driven wealth management and holistic advice and ability to begin delivering to clients and prospects.
* Assisting service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
* Seeks continued development of advisory skills through training and experience.
Growth Initiative Responsibilities:
* Responsible for the creation and execution of the "Business Owner Development" strategy
* Owns the creation and execution of the Client Advisory Board program
* Identifies opportunities to improve client satisfaction through the tools like the Client Satisfaction Survey
* Shares in the various office management responsibilities with other associates
KNOWLEDGE/SKILLS
* High attention to detail and task oriented to ensure flawless execution on complex client relationships
* High EQ required to effectively communicate with clients across broad personalities and to effectively navigate across organizational boundaries
* Strong project management and analytical skills
* Ability to explain complex information to others in straightforward manner
* Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures, documentation, policies and procedures usually acquired through work-related instruction or work experience is required to respond to account related matters and various sales situations.
* General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions. Understands key business drivers; uses this understanding to accomplish own work
* Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, and operations usually acquired through formal education, or related experience is required to service clients and administer accounts
EXPERIENCE
* College or university degree and/or relevant proven work experience with client relationships and wealth planning is required
* 5 years in wealth management industry is preferred
* Trust system computer skills preferred as well as skills in PowerPoint, Word, and Excel
Salary Range:
$94,620 - 160,740 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Zippia gives an in-depth look into the details of Arch Capital Group, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Arch Capital Group. The employee data is based on information from people who have self-reported their past or current employments at Arch Capital Group. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Arch Capital Group. The data presented on this page does not represent the view of Arch Capital Group and its employees or that of Zippia.
Arch Capital Group may also be known as or be related to Arch Capital Group, Arch Capital Group Ltd and Arch Insurance.