Senior Vice President jobs at Gallagher - 356 jobs

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. The role engages in planning, one-on-one and group coaching with advisors, as well as collaborative interaction with clients. The role is key in supporting wealth market leaders to drive results by delivering comprehensive planning and financial solutions through coaching and skill development and effective practice management. Key Responsibilities and Duties Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and best practices to share with the team. Collaborate with client facing leaders to develop coaching plans to influence behaviors that support client centric and comprehensive sales practices to deliver results. Educate and coach client-facing Wealth Management associates on TIAA's solutions and tools within the framework of TIAA's Client Engagement Model. Participate as a keynote speaker at client seminars, as needed, and join client meetings as an opportunity to coach/show‑coach client facing associates. Act as a subject matter expert in financial planning concepts and demonstrate advanced proficiency in client lifecycle management to support client facing associates. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date 2025-12-31 Base Pay Range Base Pay Range: $160,000/yr - $170,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non‑annual sales incentive plans, or other non‑annual incentive plans). Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market‑leading retirement company fueled by world‑class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future‑focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in‑office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page. And you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law EEO is the Law. Pay Transparency Philadelphia Ban the Box. #J-18808-Ljbffr

.AVP, Middle Market Solutions, Property page is loaded## AVP, Middle Market Solutions, Propertylocations: San Francisco, CA United States of America: Home Base, CA: Home Base, ORtime type: Full timeposted on: Posted Yesterdayjob requisition id: R25\_1129With 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℠We are seeking a seasoned insurance professional to lead underwriting strategy and execution for a designated Line of Business (LoB). This role involves underwriting new and renewal accounts to meet financial targets, managing complex referrals, and collaborating with cross-functional teams including Market Management, Claims, and other product lines. The ideal candidate will have deep expertise in regional insurance markets, strong broker relationships, and a proven track record of underwriting profitable business.**Responsibilities and Accountabilities*** Participate in the development and execution of regional Underwriting strategy for LoB(s) and work closely with Market Management, Claims and other product lines to achieve key marketing strategies, including cross- selling* Underwrite new and renewal accounts to meet top and bottom line targets* Negotiate price and terms and conditions with producers* Proactively manage capacity Underwrite and evaluate Natural Catastrophe Accumulation, ensuring an understanding of catastrophe modeling and interpretation of scenarios (for relevant LOBs)* Ensure accurate policy documentation issued to producers or producers has issued documentation (where producer responsibility)* Ensure contract certainty is achieved on all accounts at time of inception and utilization of global pricing tools* Ensure placing and binding of FAC Reinsurance prior to policy inception* Underwrite in line with LOB governance framework - e.g. Underwriting Authorities, global MSU, Underwriting Guidelines, Rules and Principles* Proactively support completion of policy administration and credit control processes* Contribute to development and execution of regional Underwriting strategy for LoB regionally* Training, developing and coaching of less experienced staff (including Underwriters)* Proactively support acquisition of new business and retention of existing business (including client and producer negotiations where necessary)* Manage complex referrals from underwriters and spokes and re-underwrite complex business as appropriate* Develop and maintain strong relationships with key brokers and clients and other relevant stakeholders (e.g. risk managers)**Required Skills and Abilities*** 4-12 years experience in proven track record in Underwriting profitable business in LoB. Good understanding of LoB products and portfolio* 4-12 years experience in demonstrating established relationships with brokers at peer group level and established within market* 4-12 years experience in understanding of regional / local LoB insurance markets and competitor landscape**Education and Experience*** College degree preferably in Economics, Finance, Insurance Management, or Business Administration* Completion of professional insurance qualification (e.g. CII)#LI- Remote#LI- AM3For 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.$148,614-$201,066* 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 to learn more on available benefits.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 to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc. #J-18808-Ljbffr

A leading health insurance organization in Boston is seeking a Vice President of Total Rewards, HRIS, and HR Operations. This strategic role involves designing and running comprehensive total rewards strategies to attract and retain talent. Candidates should have significant experience in total rewards and HR operations, portfolio management of compensation and benefits, and leadership in HR systems. Strong analytical skills and experience in the health insurance industry are preferred. The position comes with competitive benefits and a salary range of $316,080 to $386,320. #J-18808-Ljbffr

As the Central Division Vice President, you will Manage a team of Underwriting Managers, and potentially some Underwriters. Hold a full suite of management responsibilities for the team: attraction, development, pay and performance management, and communication of underwriting strategy. Manage a significant budget, and monitors how well managers within the team are delivering leadership responsibilities. Contribute to planning and strategy development for the business area owned by manager. Responsibilities Drives a culture of underwriting excellence across entire portfolio. Holds a significant level of underwriting authority and acts as a point of escalation - and possibly referral - on particularly tricky or novel decisions. Dedicates significant time to maintaining a significant external profile (e.g., undertaking speaking engagements on behalf of Liberty), and becoming a "known commodity" in the market. Maintains excellent relationships with external brokers/agents, partners and stakeholders. Upholds, exemplifies and helps shape Liberty`s value proposition across the business and market. Drives change initiatives within the department. Accountable, ultimately, for the performance of multiple portfolios of business within a sub-segment underwritten by multiple teams. Specific technical oversight responsibilities (e.g., related to planning, portfolio management, marketing, product development etc.) will differ in different parts of GRS. May continue underwriting specific policies and delivering the work of an Underwriter. Qualifications Degree in Business or equivalent typically required A minimum of 10 years progressive underwriting experience expected, including a minimum of 4 years of proven underwriting management experience, preferred CPCU or professional insurance designation preferred Proven analytical ability to evaluate high impact underwriting risks within scope of responsibility Demonstrated expert-level ability to communicate complex analyses and information Demonstrated effective communication and interpersonal skills in dealing with internal and external partners required Must possess the following skills, abilities and attributes: strong leadership skills, development of people, strategic thinking, sustained effective portfolio management and profitable growth, communications skills, decision-making skills, results-oriented, industrious, innovative, problem-solving skills, coaching and mentoring skills, and negotiating skills About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

A major insurance entity is seeking a Central Division Vice President in Boston, Massachusetts. This leadership role entails managing a team of Underwriting Managers, driving a culture of underwriting excellence, and maintaining critical external relationships. The ideal candidate will have over 10 years of underwriting experience, including at least 4 years in management, along with strong analytical and communication skills. The position also offers competitive salary and benefits within a diverse and inclusive workplace. #J-18808-Ljbffr

As we execute our growth plan to commercialize our technology, so arises the need for a leader with accountability and responsibility for transitioning the operating environment from pre-production to a more structured and standardized production environment and prioritizing manufacturing and supply chain efforts to align with the company's goals. The Vice President of Product Operations will lead the effort to increase the reliability of our product. He or she will also interface with investors, partners and potential customers. The Vice President of Product Operations will report to the CEO and be responsible for manufacturing, supply chain, quality, safety and facilities. The factors critical to success in this role are: Ability to thrive in an entrepreneurial environment, including wearing multiple hats and operating without highly structured processes, with no task being too small or too large. Ability to understand short and long-term requirements and apply judgement in determining what changes and when, are warranted, so as to keep balance between short-term urgent needs without sacrificing long-term important objectives. Ability to understand the underlying product technology and end applications in the context of synchronizing teams (supply chain, manufacturing, test and quality) to meet critical program and field deployment requirements. Ability to be agile to make the necessary changes to the business as required. Responsibilities: Transition our operations from pre-production to production. Establish, manage and execute (as needed) the processes necessary to accomplish this transition in assembly, quality and supply chain management with the goal of 15 to 20 builds in 2026. Align supply chain and internal operations to better fit the E2E business model. Direct short-term and long-term planning and budget development to support strategic business goals. Focus the team on the purpose, keeping them informed and motivated Implement a solid and efficient operational capability complete with best practices, processes and procedures that enable capable support of substantial, sustainable and profitable business growth. After reaching a high quality stable production, optimize the product(s) for cost effectiveness, ease of manufacturing and assembly. Lead, manage, hire and retain human capital for operations. Be quick to adjust resource and capital equipment needs based on the needs of the business. Create annual company OKRs with fellow members of the executive team. Establish strategic plan and goals for areas of responsibility, direct daily operations and monitor progress. Interact with business development and marketing to better align all facets of the business based on both the current needs and long-term requirements. Own and optimize vendor evaluation and relationships, logistics, inventory, purchasing and planning. Leverage the ERP system to its full capacity to manage supply chain and manufacturing. Maintain a team culture that seeks and values the input of employees, holds people accountable for results and encourages successful performance. Responsible for safety and the safety-related training programs of the company. Responsible for quality and the quality-related training programs of the company. Prepare detailed analysis and communicate status reports on the business for executive and board meetings. Successful relocation of the business to a larger facility that meets the growth and business image requirements. As a member of the Leadership Team, keep the team informed of operational objectives and priorities and understand other divisions' objectives and priorities. Skills sought: B.S. in Engineering, Science or other 4-year technical degree in a related discipline from an accredited institution. 10 years of experience in manufacturing operations with a leadership role in an organization focused on commercialization of complex engineered system and products. Experience transitioning a technology company's operations (preferably a startup) from prototyping to pre-production to volume production and developing the processes and the people needed to do so from the ground up. Experience with additive manufacturing prefered. A strong technical foundation, with knowledge of manufacturable design, technology maturation and integration, reliability improvements, manufacturing methods, process improvement programs, lean manufacturing and quality procedures. Knowledge of and experience with turbomachinery, high tolerance rotating equipment and/or high-speed rotational systems strongly preferred. Understanding of and operating experience with project-based, and production-based organizations. Drives results: Sets compelling goals and aggressive schedules for improvement in all facets of operations. Proven effective record of maintaining positive employee relations and high levels of employee motivation and productivity. Ability to lead, plan and manage rapid change as needed. Entrepreneurial, flexible, yet results-focused with a strong work ethic. Cable of critical thinking, multi-tasking and sound decision-making. High degree of intellectual curiosity, honesty and capability. Strong organizational, management and team building skills. Strong time management, prioritization and delegation skills. Excellent verbal and written communication skills, including public speaking. Capable of managing individuals and teams through casual conversations and touchpoints vs. the need for constant formal meetings for alignment. Intangibles sought: • Global mindset & customer focus • Initiative • Enthusiasm-passion • Integrity, commitment & honesty Physical Demands: • Travel up to 10% of the time

A global investment leader in San Francisco is seeking an experienced industry coverage analyst. This role entails covering leveraged loans and high yield investments, with key responsibilities in underwriting, monitoring investments, and ESG analysis. Candidates should have a minimum of 5 years' experience and preferably a degree, along with strong analytical and communication skills. A collaborative team environment is emphasized, making this a unique opportunity for skilled professionals aiming to impact investment strategies significantly. #J-18808-Ljbffr

A leading global insurance broker is seeking a Cross-Sell Director to drive cross-sell efforts across various businesses in a hybrid environment. The role involves coordinating activities with teams, identifying cross-sell opportunities, and tracking performance metrics. Candidates should have at least 3 years of relevant experience, strong analytical and communication skills, and a bachelor's degree or equivalent. The expected salary range is $75,000.00 to $125,000.00, alongside a comprehensive benefits package. #J-18808-Ljbffr

Job Family Marketing - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Senior Director will lead a distributed team of meeting and event professionals focused on end to end planning and oversight of high quality meeting and event experiences. This person is expected to personally apply creativity and expertise to the design and execution of high level stakeholder experiences, dinners, client meetings, and national sales incentive trips. This role requires a professional with extensive event experience, strong vendor management capabilities, and networked relationships to Philadelphia's top-tier hospitality and dining venues. Core Responsibilities: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Qualifications: Provide leadership and strategic direction in planning and executing high-impact executive meetings, dinners, and hospitality events at both local and national levels Cultivate and maintain strong relationships with premier venues and renowned chefs in the Philadelphia area to deliver exceptional event experiences Design and manage top tier sales incentive travel programs that drive performance and reward top talent Oversee the development and execution of internal Company sales conferences, C-suite management events, and in-person executive town halls Lead internal event planning team and manage key external partners to ensure seamless execution Ensure all events consistently reflect brand standards and compliance expectations Apply critical thinking and sound judgement to navigate and resolve unexpected circumstances as they arise with professionalism and agility Preferred Qualifications: Certified Meeting Professional (CMP), CMM or similar credentials Financial services background Experience with Industry Associations Strong travel and entertainment industry connections in Philadelphia; knows the local scene and has relationships with preferred access Experience managing high-level stakeholders and incentive travel Working Conditions: * Hybrid office environment in Philadelphia * Moderate travel This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

This high profile management position is responsible for all post-placement functions related to both treaty and facultative ceded reinsurance including reinsurance contract administration, cash management and accounting, billing and collections, insolvency filings and collateral administration. This key executive will provide leadership to an organization of more than seventy people, directly manages four VP level staff, and will report to the Chief Reinsurance Officer for the Chubb Group. Key Responsibilities The SVP, Reinsurance Services will be responsible for: Effectively and efficiently administers the ceded reinsurance business of Chubb North America. Accurately recording contract terms in the reinsurance system set-up for approximately 100 reinsurance programs and a significant number of facultative certificates (~4,500 per year). Billing and collecting over $3B from reinsurers annually. Applying cash received accurately and timely. Overseeing the payment of ceded premium to reinsurers. Managing collateral, including a no less than annual review of the adequacy and quality of the collateral held and requesting and securing additional collateral as needed. Identifying and executing on opportunities for efficiencies through process improvement, off shoring and enhancements to systems. Production of appropriate management and financial reports. Leading or participating in enterprise projects as needed. Supporting reinsurance placements, including providing timely and accurate historical treaty experience. Providing leadership to the department, including ensuring training and opportunities are provided to the staff to maintain high level of performance. Ensuring the department adheres to all statutory and Chubb requirements related to reinsurance administration. Continually improving the people, process and performance of the unit. Over 15 years of management experience in direct and ceded reinsurance contract and claims operations or similar role with a proven track record of success. A compassionate leader with a deep passion for their work and a clear understanding of how to bring people, strategies and operations together for superior performance. Experience with various insurance product lines and a keen grasp of reinsurance contracts and terms. Effective project management skills with proven results. Experience with U.S. reinsurance dispute resolution process and strong negotiation skills. Demonstrated success in leading multiple teams in a large and complex environment. Ability to prioritize competing priorities and complex matters for optimal results Strong interpersonal and communication skills Strong client focus with high service standards Bachelor's degree with preference for advanced degree in business or law.

Senior Vice President - Technology Solutions Executive leadership opportunity to shape the future of digital customer experiences. About the Role We're hiring a Senior Vice President to lead our Technology Solutions division, which provides website design, hosting, SEO/SEM, and customer experience services. This role focuses on driving growth, innovation, and operational excellence. Financial Institution industry experience is preferred. Credit Unions, Banks, etc. Key Responsibilities Lead strategy, operations, and growth for Technology Solutions Drive revenue through sales, marketing, partnerships, and acquisitions Oversee client success and retention Partner with CTO to align technology and business needs Manage budgets, reporting, and financial performance Build and lead a high-performing executive team Requirements Bachelor's degree required; MBA preferred 10+ years in senior leadership roles (SaaS, web services, etc.) 5+ years in website hosting, digital marketing, or customer experience Proven success in business growth and operational leadership Strong knowledge of SEO, SEM, and digital performance metrics

Company:Guy CarpenterDescription: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. The SVP Actuary will work closely with broking teams to ensure optimal use of analytical resources, address client needs, and enhance the value GC Analytics brings to client relationships. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge-even in the absence of a full actuarial data review. By partnering with brokers, you will actively contribute to problem-solving discussions, providing insights that extend beyond traditional actuarial analysis to drive meaningful client outcomes. This is a hybrid role (3 days a week in office, 2 days a week remote). SVP, Actuarial Advisor We will count on you to: Act independently to propose actuarial services and valuations to clients, addressing their current and future needs to help mitigate risk. Modify complex specialty models and propose value-added models to brokers and clients to assess risk exposure, forecast risks, losses, and financial impact. Expand client services beyond reinsurance transactions to drive business development. Direct a team to build complex specialty models to assess risk and develop pricing strategies for a range of risk exposures. Advise senior management regularly on issues and progress to ensure smooth reinsurance transaction processes. Communicate strategically with brokers, reinsurers, and clients to anticipate client needs and promote the use of reinsurance actuarial services. What you need to have: Minimum ACAS designation, preferably FCAS, with at least 7-10 years of industry experience. Bachelor's degree in Actuarial Science, Economics, Mathematics, Statistics, or a related field. Experience in pricing, valuation, and/or capital modeling. Strong proficiency in Microsoft Office suite. Visualization skills using Power BI, Tableau, or similar tools. Excellent verbal and written communication skills. Coding experience in programming languages such as Alteryx, R, Python, VBA, or SQL. Comfortable working collaboratively in interactive teams with brokers and clients. Ability to lead day-to-day project activities and make decisions to keep projects on track. Strong problem-solving skills. What makes you stand out: Experience in reinsurance. Experience in Financial Lines such as Errors & Omissions (E&O) and Directors & Officers (D&O) insurance. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. At Guy Carpenter, you can be your best. We work on challenges that matter with colleagues who help bring out our best. Our uniquely collaborative environment will empower you to focus on your personal and professional success, learning from top specialists in the (re)insurance industry and leading you towards a rewarding and impactful career.Guy Carpenter, a business of Marsh McLennan (NYSE: MMC), is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit guycarp.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Vice President, National Liability Practice Leader. This individual will be responsible for providing proactive strategic leadership for the development and growth. A strong background in in leadership, developing sustainable business strategies, critical issue resolution, and creating new policies and procedures to drive quality, accuracy, and efficiency is required. Participate in the senior leadership group that will develop long term strategies for growth and profitability. Key Competencies: Self-Starter: Motivated and ambitious personality; desire to compete and succeed Intellectual Creativity: Ability to brainstorm outside of norm for creative solutions to success Exceptional relationship management skills Demonstrated consultative sales success Proven project management success Tenacity: Persistence and follow through Triple Threat: Intelligence, Personality and Drive! DUTIES AND RESPONSIBILITIES: Demonstrate a detailed understanding of TRISTAR businesses, objectives, products and services. Help ensure that our messaging resonates with our clients and brokers and speaks to our casualty solutions Strong technical understanding of all TRISTAR products and services and how they are best deployed for specific clients and/or carriers. Leverage cross-functional departments to maximize process efficiencies. Thorough knowledge of the client's industry and business drivers Work independently, collaboratively and in a leadership role with clients, brokers, carriers and TRISTAR team members Responsible for profit and loss, quality, human resources, product development and strategic relationships and policies and procedures. Lead a team of Property & Liability leaders, as well as their direct reports Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Develop strategic recommendations based on client's business needs and goals Lead projects and business planning meetings, working closely with C-Suite level engagement to develop and influence long-term strategy When appropriate prepare for and attend client and prospect meetings, industry events, broker & carrier partners Review and expand on vendor contracts to maximize profit share and delivery of quality standards Working with Carrier partners to expand service offerings Attend and present at Board of Directors meetings Assess market competition to evaluate new opportunities that can be developed to stay ahead of the industry. *Essential job function. EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment. SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire Qualifications Education/Experience: Bachelor's Degree, or equivalent experience required; Masters degree or higher preferred. Minimum of ten years of successful TPA or other industry experience required. Knowledge of all auto and general liability and property programs. Proficient in use of Microsoft Office suite (MS Word, MS Excel, MS Outlook) Travel, as required. Excellent organizational and time management skills Knowledge, Skills and Abilities: Prompt and regular attendance at assigned job locations Ability to work shifts exceeding 8 hours, 5 days per week Ability to interact with employees of all levels and clients in an appropriate manner Ability to concentrate and think strategically Availability onsite to confer with staff members with whom the incumbent must interact on a daily basis Ability to proficiently use a personal computer for tasks such as email and preparing reports using software Ability to review and analyze data and information. Ability to complete, or oversee the completion of, assigned tasks/projects in a timely manner.

The Senior Vice President of Production Development acts as a strategic partner to high profile clients and works directly with the CEO and Managing Directors to aid in growing and maintaining their books of business. The Senior Vice President of Production Development drives accountability for execution of account strategies through the delegation of tasks and empowering account managers and other service team members. Supervisory Responsibilities: None Essential Tasks: Responsibilities related to Existing Accounts: Help gather exposure updates and applications for renewals Track and ensure service timeline items are completed Manage daily task tracker of ongoing follow up items Verify renewals are booked and items issued (COI, auto ID cards, etc.) Track claims submitted to the claims department and aid with quality control Aid in marketing strategy for renewals Help evaluate incumbent and alternative markets Track account details: coverage in place, coverage opportunities, and cross-sell data Track client retention initiatives: events (Colonial, hunting, lunch, etc.), birthday email, gifts, etc. Responsibilities related to New Business: Help coordinate new business marketing efforts (documents to marketer, underwriting conversations, coverage review, etc.) Aid in efforts to drive new business (Private Equity, Franchise, Habitational, Public Sector, Real Estate, Program development, etc.) Ensure marketing timeline is established and submitted to Day 2 team Center of Influence development - help further relationships with targeted COIs Core Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual. Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: Minimum of 12 years of experience in Property and Casualty insurance placement and/or insurance servicing role, required Advanced technical knowledge of casualty coverages and policy language, required Licensing and Credentials: Active General Lines, or Property and Casualty License required Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Physical Requirements: Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $153,700.00 - $253,700.00 **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Managing Director (MD) will lead a team of underwriters who partner with agents and brokers to provide insurance or surety solutions to customers. An MD will analyze and evaluate risk to achieve business goals within an their individual and teams assigned book of business. As an MD, you are strategic, decisive, detail-oriented, and possess a keen ability to understand distribution management, optimize underwriting assignments, and see the 'big picture' perspective in order to drive opportunities. Leveraging differences of talent and fostering an inclusive work environment, you will engage, inspire, and develop top talent and grow a successful team that contributes to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of business within a location or region while managing a team of underwriters. + Partner with RVP and Home Office to execute business unit underwriting strategies to effectively achieve profit and growth objectives + Collaborate in the underwriting process. + Support relationships with internal partners within the business unit and across the enterprise. + Successfully manage the business at a portfolio level including underwriting profitability and relationship management. + Lead and support team while providing strategic direction, coaching, training, and performance management. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Eight to ten years of applicable underwriting experience. + Prior experience leading or managing others. + Expert level knowledge of products, ability to effectively communicate the regulatory environment, and through understanding of the local insurance and surety markets. + Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. + Ability to create and execute strategic direction across assigned region. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. **What is a Must Have?** + Six years of underwriting experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Managing Director, U.S. Business Development - SLC Management What is in it for you: SLC Management's business development strategy is focused on third-party asset management for Institutional Investors (Corporate and Public Defined Benefit and Defined Contribution plans, Endowments & Foundations, Taft Hartley, Healthcare, Sovereign Wealth Funds, and Sub Advisory channels). We are looking for a Managing Director, Business Development, to play a key role in the success of our distribution strategy. SLC Management has four specialty managers covering Fixed Income and Real Assets. This senior distribution role will sit within our Fixed Income team and will focus, primarily, on investment grade Public and Private Fixed Income while collaborating with others across the entire SLC Management platform to support our overall distribution strategy. The role is dual-focused-responsible for covering prospects as well as consultants (by channel and/or geography) across the US. The Managing Director will partner with functional leaders across SLC, including product management, portfolio management, client solutions, marketing and client relationships to help achieve SLC's new business goals. The successful candidate will be a leader on the team, responsible for providing insights and recommendations to drive SLC Management's distribution strategy and for developing more junior team members. What you will do: Market Segmentation and Prospecting: Partner with the BD team to create and implement a market segmentation strategy for the region. Develop a strategic sales plan and create a strong sales pipeline by building and nurturing relationships with institutional investors and consultants. Raise awareness of SLC's capabilities and investment solutions through targeted prospecting activities. Sales: Contribute to achieving SLC Management's ambitious sales and revenue targets. Own the sales process through the entire cycle, from target market analysis, qualifying prospects, partnering to manage RFP responses, leading meetings, and follow-up. In addition, collaborate with the Client Relationships team to develop cross-selling opportunities with existing clients. Work with the Client Relationships team to negotiate contracts. Collaboration: Develop strong relationships with colleagues at affiliate companies to promote SLC Management's full spectrum of solutions, to make referrals and to approach the market in an aligned and coordinated fashion. Take an active role in developing less experienced team members. Market presence and brand: Enhance SLC Management's brand by effectively building relationships and presenting investment solutions to prospects, consultants and industry organizations through in person connection, written, verbal and electronic media. Product knowledge: Develop and maintain knowledge across SLC's full range of products and systems, including the strategies and market trends of all investment teams. Market intelligence: Develop a presence in the region and proactively seek out information about competitors, innovative solutions, market trends and investor needs. Share this information with the team and support the development of new solutions and strategies. What you need to succeed: 10+ years relevant experience in a business development/client relationship function working with institutional investors and consultants or relevant financial services experience. Must have FINRA Series 7 license or willingness to obtain within 90 days of your start date. Proven track record of successful marketing to institutional investors; driven to find the best solutions for prospects and clients Strong fixed income knowledge; experience within investment grade private credit is strongly preferred CFA designation (or in pursuit of) strongly preferred Understanding of institutional investment marketplace, portfolios, and products Exceptional communication skills (written, verbal, and presentation) with the ability to ability to make clear recommendations, advise and influence. Ability to manage projects from start through completion. Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with various stakeholders. Proven ability to think and perform strategically while keeping track of the details. A team player with a tenacious, winning attitude and highly charged, positive disposition. A willingness and ability to travel regularly. For US based applicants the base salary range is $171.5k - $278.5k. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Investment Sales & Service We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

Culture * Leads from the front with integrity as a culture champion for ProExec, Private / Non-Profit (PNP), and The West * Always puts Associates and clients first. * Growth minded with a focus on continuous learning and improvement. * Enthusiastic support, collaboration, communication, and partnership with ProExec Practice Leaders, other Managing Directors, and the broader Risk Solutions team. * Commitment to availability and responsiveness to internal and external clients. * Willingness to travel to meet with clients and prospective clients in person, as well as Associates throughout the West offices. * Maintains a healthy and positive morale Growth & Strategy * Work collaboratively with other Practice Leaders to shape strategy, innovation, and to disrupt and challenge the status quo. * Collaborate with partner Series to share knowledge, benchmark performance, and establish strategies for long-term growth * Proactive change agent: Engage and energize others on our transformation journey. * Establish growth goals and objectives with accountability and continuous evaluation and benchmarking. * Overall responsibility for client deliverables and pitch strategy, in collaboration with other leaders. * Strong marketplace presence and relationships with senior leadership and the ability to escalate and resolve complex issues. * Business development focused and uses knowledge of the market to identify new opportunities. * Personally accountable for Vertical financial results. * Personally accountable to collaborate with other Vertical Leaders to find synergies. Work to assure that Verticals do not become silos. * Win and retain clients. Talent Management * Responsible for people leadership and HR responsibilities across PNP. * Constructive and caring candor up and down the org chart. * Hiring, mentoring, and empowering Associates to think independently and operate with accountability. * Ensuring a strong, diverse talent pipeline with effective succession plans for key roles. * Leading authentically through taking ownership of difficult decisions and communicating clearly and regularly throughout the organization. * Developing our junior Associates into the next generation of Lockton Account Executives and leaders. Responsibilities: * Leads the overall West PNP strategy and P&L, including working closely with Producers, Associates, and the Center to drive growth via attracting new clients and retaining existing clients * Works effectively with Producers to appropriately manage Associate capacity and deal flow * Identifies, quantifies, and communicates business needs and potential solutions effectively * Foresees, manages, and mitigates potential risks and challenges * Creates and maintains a structured professional team, including segmentation and specialization strategies * Develops and executes renewal and service strategies with clients, teams, and markets * Creates and monitors workflow processes to support, keep, and grow the business * Fosters strategic partnership with Private / Non-Profit insurance markets and vendors * Evaluates needs and gaps in our client deliverables and leverages internal and external resources to implement better outcomes (including, but not limited to, third party vendor partnerships for data, analytics, etc.) * Develops, maintains, and monitors a national business plan for growth * Negotiates and helps close the largest and most complex deals * Supports Associate recruitment, retention, and development at all levels of the PNP practice * Coaches and mentors mid-career staff * Research industry trends and governmental regulations * Team performance management * Creates intellectual capital for the practice * Performs other responsibilities and duties as needed #LI-OE1

Job Family Business or Functional Leader About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica. Responsibilities * Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position. * Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada. * Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model. * Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience. * Champion the identification and mitigation of organizational risks within the business unit and agency structures. * Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards. * Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching. * Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada. * Serve as a strategic change leader to drive digital adoption for profitable business results. Qualifications * Bachelor's degree in a business field or equivalent experience * Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration. * Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals. * Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem. * Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills. * Transformational experience driving top line growth. * Outstanding ability to influence, motivate, and collaborate with all stakeholders. * Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders). * Proven experience in the ability to attract and retain top talent in the industry. * Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer. Preferred Qualifications * Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities. * Proven executive leadership experience with an insurance distribution organization. * Life license * FINRA Series 6, 63 * FINRA Series 7 and 24 * FINRA Series 66 or 65 * SAFe or CSM certification * Knowledge of Transamerica and Transamerica products * Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money Working Conditions * Office or hybrid-remote environment * Frequent Travel 25 to 50% This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job Family Business or Functional Leader About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary The Chief Operating Officer - World Financial Group (WFG) & VP Transamerica will serve in an executive capacity and will be responsible for the development and execution of WFG's operating strategy to support the continued growth and digital transformation of WFG. This role will also oversee the leaders of the operations, distribution partner integration, agent servicing and governance functions for WFG. This position will report to and work closely with the President of WFG & SVP of Transamerica. Responsibilities Develop, implement, and maintain the operating strategy for WFG to successfully align with the vision for accelerated growth. This includes delivering connected digital solutions in the business-to-business marketplace (B2B), finding efficiencies and reducing friction in all aspects of serving our agents, overseeing low-code-business owned configuration team, data stewardship and strategy customers, partners, and future market position. Lead all operating activities across WFG and own the execution of strategic initiatives for enhanced agent experiences and profitable outcomes in the US and Canada. Drive innovative and integrated API infrastructure technology solutions to support a cloud-native, digital-first operational environment for agents, registered representatives, employees and partners in a client-led, B2B business model. Manage all aspects of a multi-million-dollar operational budget, to deliver on goals, to manage within expense guidelines, to drive efficiency, reduce cost and ensure profitable operations while balancing a positive agent/client experience. Champion the identification and mitigation of organizational risks within the business unit and agency structures. Drive high-quality execution and operational excellence by communicating clear direction and expectations. Build and manage with strong compliance, regulatory & industry ethical standards. Lead, coach, and mentor a team of 120+ individuals. Promote and foster employee engagement and well-being by driving collaboration, innovation, transparency, inclusion and trust across the function and organization. Build high performing, diverse teams to meet business needs. Provide superb coaching. Represent the Company on industry committees and before regulators regarding various regulatory issues in the US and Canada. Serve as a strategic change leader to drive digital adoption for profitable business results. Qualifications Bachelor's degree in a business field or equivalent experience Minimum of 10 years industry leadership experience with deep technology and Agile experience, financial services operations/service delivery, broker/dealer operations, and administration. Proven track record of success in leading the operational aspects of insurance and broker dealer distribution serving large networks of B2B agents and financial professionals. Tech savvy with proven track record of digital expertise, ensuring integrated API infrastructure for connected and efficient data exchange within the digital ecosystem. Solid financial analysis aptitude with ability to dissect and interpret large amounts of information for all facets of the businesses. Exceptional problem solving and negotiating skills. Transformational experience driving top line growth. Outstanding ability to influence, motivate, and collaborate with all stakeholders. Strong communication and presentation skills to articulate and facilitate important messages across diverse audiences (to both internal and external stakeholders). Proven experience in the ability to attract and retain top talent in the industry. Experience weighing multiple options and making tough trade off decisions that protect the longevity of the organization and properly serve the customer. Preferred Qualifications Entrepreneurial mindset with experience in business development and/or sales to bring strategic and creative vision to the Company and successfully transition to BAU activities. Proven executive leadership experience with an insurance distribution organization. Life license FINRA Series 6, 63 FINRA Series 7 and 24 FINRA Series 66 or 65 SAFe or CSM certification Knowledge of Transamerica and Transamerica products Experience working with National Financial Services (Fidelity platforms) FMAX, Wealthscape, and e-Money Working Conditions Office or hybrid-remote environment Frequent Travel 25 to 50% This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023