Barclays Remote jobs - 23 jobs

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.

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.

As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions. You will provide guidance, mentorship and hands-on support, you equip advisors with the tools and insights needed to build strong, lasting relationships with financial institutions. Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners . Qualified candidates must reside within the Northeast. The position will cover the states of: NY, CT, MA, NH, VT, ME, RI. WHAT WILL YOU DO: Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle. Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion. Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera's financial platforms, solutions, and coaching programs. Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities. Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes. Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings. Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success. Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations. KEY COMPETENCIES: Financial Sales Cycle Management Strategic Client Segmentation Relationship-Building with Financial Institutions Coaching and Advisory Leadership Sales Pipeline and Activity Management Investment Solutions and Wealth Strategies WHAT YOU WILL NEED TO HAVE: Bachelor's degree in a relevant field. Minimum of 5 years of experience in wealth management or banking, with a background as a Sr. Financial Advisor, Relationship Manager, Investment manager, Sale manager or Program manager. Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24. Travel REQUIREMENTS Up to 50% for Advisor Facing Engagements & Strategic Cetera Events COMPENSATION: The salary range for this role is $80,000 - $95,000, Variable Compensation which includes (Base Salary & Sales Incentive Commission Plan) Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations. #LI-Remote

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success. You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum 2 years experience in the fund services industry, alternatives experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* Compensation: The base salary pay for this role is $70,000 - $112,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. Work Location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.

Senior DevOps & MLOps Engineer @ Moody's [IMMEDIATE FILL]Do you have a healthy disregard for the status quo? Does scaling from zero to thousands get you excited?? Check this out.. We are in search of a self-motivated and versatile Senior DevOps & MLOps Engineer with the ability to work in an energetic and interactive environment. You must be a self-starter with a passion for crafting innovative software solutions. You will regularly learn and implement new technologies, and play an active role in developing, proving out, and (re)assessment of existing architectures. JOB RESPONSIBILITIES Deployment and productionisation or machine learning model applications in production. Design and develop reusable Terraform and Ansible modules. Lead the team in various aspects around stability, application delivery, and availability . Maintain a strong security awareness through frequent assessments and software architecture design processes. Influence technology selection, software architecture design, security practices and implementation. JOB REQUIREMENTS Extensive experience in DevOps engineering, team management, and collaboration. Be ready, willing, and able to work in a fast-paced environment with a strong desire to run to trouble. Proficiency in shell scripting, python, and HCL. Knowledge and experience working with distributed systems. Extensive knowledge & experience with git, linux system administration, docker, and databases including elasticsearch and/or Postgres and/or MySQL. Kubernetes expert administrator with a security mindset. Capable of orchestrating service delivery across over 20 distributed kubernetes clusters. Extensive knowledge of cloud platforms such as AWS, Azure, or Google Cloud. Strong communication and problem-solving skills with the ability to discuss projects with colleagues who have little technical knowledge of devops techniques and tools. Ability to oversee and provide significant valuable input regarding infrastructure design and maintenance. INTERVIEW PROCESS Send us your resume, some deets on how you absolutely own kubernetes at scale, and a good joke (optional). Jump straight into a technical call with our Senior Systems Architect and maybe a lead or two for an hour or so. If you're happy and we can change the ML landscape with our bare hands let's talk about an offer! --- ABOUT MOODY'S ANALYTICS MACHINE LEARNING TEAM We are a team that creates and delivers machine learning models and applications for the financial services industry. At a high level, an example initiative is that we ingest millions of news articles and other various data sources and process the data through pipelines to produce results such as entity recognition, sentiment analysis, credit adversity, and more. Interested in machine learning? Take advantage of our growing team's collective knowledge and learn as you go. We fully embrace cross-training and continuous learning.

Technical Architect full-time position(s) available (multiple positions) with Tata Consultancy Services Limited in New York, New York and various unanticipated locations throughout the U.S. to provide technical/architecture expertise in specific technology, methodology, business, application, or product. Define tailored project lifecycle. Troubleshoot and optimize solution. Negotiate with stakeholders to resolve issues, manage project architecture and standards, conduct architecture reviews and audits, and encourage reuse and automation. Co-own architecture for a multi-project program and own architecture for a full lifecycle project. Analyze business problems and assess IT solution and architecture options. Propose best-fit solution in terms of vision and architecture and perform solution prototyping and evaluation as well as hardware sizing and capacity planning. Conceptualize and document technical architecture for proposals and guide solutions development team. Contribute to client presentations regarding proposed technical architecture. Estimate solution effort, costs, and schedules. Advise, train, and mentor team members. Position requires Bachelor's degree or equivalent in Computer Science, Management Information Systems, Engineering (any), Mathematics, Business Administration, or a related quantitative field plus five (5) years of post-bachelor's professional IT experience. Must have one (1) year of experience with the following: Java, Web Technologies, Linux, Websphere Application Server, JavaScript, Kubernetes, Docker, AWS/Azure/GCP, Terraform, and Ansible. All experience may be acquired concurrently. Must be willing to work anywhere in U.S. as positions may involve relocation to various unanticipated TCS office locations & client sites; any relocation to be paid by employer pursuant to internal policy. Position may be eligible for or require remote work w/in commutable distance of worksite. All employment offers contingent on successful completion of background check. Equal Opportunity Employer: disability/veteran. To apply, click on "Apply" and follow prompts to submit all necessary information, including resume. #LI-DNI

Job Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2026-01-14

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.

At Cetera Financial Group, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. Cetera Financial Group (CFG) is currently seeking a Senior Manager, Business Development (APP) who will lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG's value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey APP program. This will be a work from home opportunity that requires traveling 50% of the time. What you will do: * Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact. * Recruiting Accounting/CPA Firms * Create a recruiting plan for your territory. * Accountable for meeting recruitment goals. * Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG. * Use your discretion in evaluating an advisor's fit for CFG through knowledge of their book of business and other interactions with the advisor. * Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology. * Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor's existing compensation structure. * Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel. * Participate in outbound social media and call campaigns related to Business Development. * Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements. What you need to have: * Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment. * FINRA Series 7, 65 or 66 licenses. * Negotiation and creating compelling value propositions for prospective clients. * Effective communication and presentation techniques. * Working knowledge of Salesforce and Excel. * Understanding of the sales process and relevant metrics. * Strong knowledge of the Financial Services industry. * Ability to represent CFG within the community and professional organizations. What is nice to have: * Bachelor's Degree * FINRA Licenses including Series 7; 65; 66; SIE * Wholesaling Experience / Recruiting Background * CPA License (preferred) Travel Requirements: 50% Compensation: The base annual salary range for this role is $100K-$110K, plus an incentive-based performance bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote

SEI is leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. At SEI, we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new teammates for our Alternatives Financial Reporting team. Our primary goal is to provide exceptional administration services to our clients while interacting with fund accounting teams, clients, auditors, third party vendors, and other SEI teams. As an alternatives financial reporting specialist, you will participate in the preparation of financial statements for various clients in accordance with regulatory and /or client deliverables calendars. What you will do: In the alternatives financial reporting specialist function, you will be responsible for the execution of applicable quality controls and preparation of the annual, quarterly and other financial statements, as required, for our clients. In addition, you will support the internal and external review for these financial statements and the corresponding supporting work papers. You will assist in managing communications with fund accounting teams, internal technology teams, vendors, clients and, as necessary, external auditors in order to (i) support the orderly completion and approval of financial statements and (ii) resolve financial reporting, systems and other relevant issues. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, or 4+ equivalent work experience. 2 years of experience in mutual fund or alternative investment funds industry preferred. Experience with financial statement preparation preferred. Strong accounting skills are preferred. Intermediate proficiency in Microsoft Excel and Word. The self-motivation and drive to handle multiple client deliverables without sacrificing accuracy, timeliness or quality. Willingness to execute upon process changes Strong written and verbal communication skills as you will primarily communicate with your clients and other contacts through email and/or phone calls. Excellent organization skills Strong customer service skills as you will be communicating daily with internal and external clients. Ability and willingness to collaborate with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. What we would like from you: A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Positivity and collegial “can do” type approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* Compensation: The base salary for this position is $67,000/yr - $72,000/yr Work Location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

Cetera Financial Group is currently seeking a Compliance Analyst for Ad Review. This is a unique opportunity to join our team to ensure that all retail communication complies with state and federal laws, rules and regulations, and internal standards. This also includes Federal and State Insurance Regulations as well as FINRA and SEC Rules. This position will work in the areas of insurance and securities.This is a fully Remote role. What you will you do: Review retail communication against applicable laws and regulations. Interpret impact of laws on new and existing retail communication. Communicate changes and important issues to affected business unit, field, and customers. Effectively track retail communication using applicable methods and tools per industry/company record retention requirements. Involved in the following activities to ensure compliance with laws and regulations: Assists in researching, drafting, and /or reviewing insurance/securities products and/or advertising materials Correspond with applicable regulatory bodies for clarification of advertising regulations as needed. This may include the NAIC, state DOIs, SEC, or FINRA Assist in researching and responding to comments and/or inquiries received from state insurance departments or FINRA Assists in researching and responding to customer and/or producer inquiries about compliance issues. Manages subject matter expert review process to ensure materials are reviewed by all applicable individuals/units. Strives for consistency of the reviews on an ongoing basis to ensure reviews are performed consistently across the organization. Assist in maintaining internal compliance materials such as manuals, reference material, reports and website Other duties as assigned. What you need to have: Bachelor's degree or equivalent experience Three years relevant experience in compliance (advertising Compliance experience preferred) Series 7 & 24 FINRA registrations required. Working knowledge of life insurance and annuity products General knowledge of advanced marketing concepts Good communications skills a must Ability to manage high volumes under tight deadlines Compensation: The base annual salary range for this role is $62,000 to $91,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote

What you will do: Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc. Maintain supply room materials ensuring appropriate inventory and most current printed documents. Receive visitors to the office in a professional manner and provide notification to appropriate individuals. Arrange for meeting and/or catering needs as requested. Coordinate resolution of issues pertaining to office operations (e.g. IT, office supplies and equipment, etc). Enter transactions into the appropriate blotters. What you need to have: 1+ year of proficiency with Microsoft Office tools (Word, Excel, Powerpoint) Must have High School diploma or GED Previous administrative experience helpful Really catch our eye with: Demonstrate a real passion for providing high level responses Keen eye for detail Highly responsive to coaching and training Able to work well independently and within a team environment Our top performers share the following traits: Adaptable to change in a fast paced environment Courteous and Responsive Superior listening skills Positive role model to colleagues Team player attitude Energetic and results-oriented What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

SEI's Asset Management Unit is building a dedicated Product Specialist team to deepen client engagement and accelerate adoption of SEI's investment solutions across our platform and external distribution channels. To lead this initiative, SEI seeks a Head of Investment Product Specialists-a strategic leader responsible for shaping product positioning, driving client education, and enabling successful go-to-market execution. This role reports to the Head of Investment Product Development and Activation and will oversee a team of Investment Product Specialists, ensuring alignment with SEI's growth objectives and commercialization strategy. What you will do: Product Expertise & Positioning: Serve as the internal and external champion for SEI's investment products, ensuring clear, compelling positioning and messaging for advisors and distribution partners. Client Engagement & Education: Design and lead programs that educate clients on SEI's product suite, investment philosophy, and use cases to drive adoption. Go-to-Market Support: Partner with Sales, Marketing, and Investment Management teams to deliver impactful product launches, campaigns, and enablement tools. Cross-Functional Collaboration: Work across the Asset Management unit to integrate product knowledge into sales strategies and client solutions. Team Leadership: Manage and coach the Product Specialist team, providing strategic direction, training, and performance oversight to ensure best-in-class advisor support. What we need from you: BA/BS degree or equivalent experience; CFA or advanced degree preferred. A minimum of 10 years in investment product distribution, sales support, or product specialist roles within asset management. Deep knowledge of investment products, financial markets, and regulatory requirements. Strong relationships with advisor networks and third-party platforms. Proven ability to translate complex investment concepts into clear, actionable messaging. Exceptional communication, presentation, and leadership skills. Ability to manage multiple initiatives and drive measurable advisor engagement. Willingness to travel up to 40%. The base salary pay for this role is estimated to be between $150,000 - $250,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

In the Predictive Analytics AI group, we build data-driven, highly distributed machine learning systems. Our engineers and researchers are responsible for architecting and developing these ML services end-to-end overcoming unique challenges that involve building systems that have high throughput availability, consistency, and low latency. The Predictive Analytics AI Group is the central group in Moody's Analytics comprising of researchers and engineers working together to build data-driven customer-facing products, as well as the necessary infrastructure to support the ML services following the industry leading practices. The group has worked on and built some award-winning AI products like Compliance Catalyst, Adverse Media Monitoring, Coronapulse, Quiqspread, News Edge 2.0, ESG and has participated in various internal automation initiatives. The group also regularly publish and present their work in top-tier academic and industry conferences. We have a flexible work environment and allow remote work depending on one's personal choice. Responsibilities: As the Machine Learning Ops Engineer for the AI Team you will: Work closely with the Data Science team and the Data Engineers and DevOps teams in order to deploy machine learning models. Specifically execute continuous integration and continuous delivery (CI/CD) activities to release ML code and ML pipelines into a Production environment Maintain the Machine Learning pipeline and make sure everything is running accurately and reliably Liaise with senior stakeholders across the Data function and the wider business Use industry best practices such as code reviews, pull requests, and peer testing to ensure high quality AI/ML deliverables Build AI/ML model performance benchmarking, evaluation, monitoring capabilities and facilitates resolution of issues with the appropriate teams SKILLS AND EXPERIENCE Must Have: Proven industry/commercial/research lab experience (2+ years) deploying machine learning models and maintaining ML pipelines, orchestration, deployment, monitoring, & support Experience creating and maintaining deployment pipelines with CI/CD tools (2+ years) Knowledge of cloud technologies (e.g. AWS) and Extensive Programming experience in Python & SQL Experience in containerization and orchestration (such as Docker, Kubernetes) Practical Knowledge of Machine Learning models in commercial settings Good communication skills Nice to Have: Experience building batch and/or real-time data & ML pipelines Familiarity with MLflow (or similar platforms like Kubeflow and other tools) Promotes a practice of unifying system development (Dev) and system operations (Ops)

At NFG, an affiliate of Cetera Financial, we are seeking an experienced and dynamic Regional Sales and Relationship Manager to lead and drive sales growth in our Life, Annuity, Long Term Care, and Disability Income Divisions. The Regional Sales and Relationship Manager will be responsible for developing strategic relationships, collaborating with a team of sales professionals, and executing business plans to achieve regional sales targets. This role will target the Northwest region of the U.S. and includes face-to-face sales and relationship building. Travel will be required in this role. What you will do: • Develop and implement regional sales strategies to meet and exceed sales goals. • Support, guide, and collaborate with a regional sales team to drive performance and growth. • Build and maintain strong relationships with key distribution partners, producers, and advisors. • Analyze market trends to identify new business opportunities and areas for growth. • Provide training, support, and guidance on Life, Annuity, LTC, and DI concepts and products to the sales team and partners. • Collaborate with internal departments to ensure seamless product delivery and advisor/producer satisfaction. What you need to have: • Minimum of 6+ years of experience in insurance and/or annuity sales, with proven leadership skills. • Strong knowledge of insurance and annuity products, industry regulations, and market trends. • Excellent communication, negotiation, and interpersonal skills. • Ability to travel within the assigned region. • FINRA Series 6/7 and 63 required. Compensation: The base annual salary for this role is $60,000. In addition to base salary, you will be eligible for incentive compensation, less applicable taxes, based on specific metrics. You are required to be employed and in good standing on the date that each incentive bonus is earned and paid to be eligible for participation and payment. A formal incentive compensation plan document with specific details will be provided to you at the appropriate time. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote

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.

Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.

SEI's Advisor business is growing the Sales & Experience Team to continue to accelerate business growth. To support this expansion, SEI is seeking a qualified Business Development Director to join the team! In this high-profile business development role, this professional will be the most prominent client- and prospective-client-facing individual-responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management-to drive the continued growth of assets and relationships in the Independent Broker/Dealer (IBD) channel of SEI's Advisor business. This is an excellent opportunity for an accomplished sales and client experience specialist who is passionate about leading change, and whose business development and buyer-influencing skills will build long-lasting client partnerships. This role reports directly to a Managing Director and works with a dedicated Account Executive and cross functionally across the Sales, Marketing, Solutions and Service organizations of the business. Together, you will be responsible for territory growth goals and overseeing the totality of business development, relationship management, account management, and experience for advisor-client firms in the territory. This role is territory-based, covering a territory that includes Northern California, Idaho, Oregon and Washington. The candidate must reside in one of the states in the territory. What you will do: Lead business development and territory management for firms in the Independent Broker/Dealer channel. Work in coordination with partner Account Executive to drive territory strategy planning. Analyze market data, trends, consumer preferences, and competitor behavior to optimize client and territory growth. Influence the development and acquisition of new advisor-client relationships at all stages in the buying journey. Shape and implement sophisticated, diverse and collaborative growth agendas, with a focus on motivating prospective-clients to embrace change and convert business. Generate new interest and prospective-client leads-constantly staying ahead of new opportunities-while also managing the development of inorganic leads through the sales process. Proactively engage clients and prospective-clients, led by in-person meetings, online-meetings, telephone and email, and both in-person and virtual presentations, to drive sales agendas and support advisor-client's full engagement health. Through mastery of SEI's suite-of-solutions, educate and persuade with a process to support clients in their engagement with SEI, across custody, technology, asset management and business-centric solutions. What we need from you: A minimum of 7 years of experience in financial services client sales and service support, with direct experience in IBD channel sales strongly preferred. Bachelor's degree in Business, Finance, Economics or in a related field. Advanced degree or credentials, specifically in the business administration and/or planning areas-MBA and/or CFP -preferred. Current NASAA Series 65 or Series 66 license or ability to acquire within 90 days. Extensive experience in multi-channel communication mediums, including individual face-to-face interactions, in-person one-to-many presentations, virtual one-to-many presentations, live video, recorded video, phone and email. Ability to influence decision-making at the highest levels of an organization, while performing with a client first mentality, and an established background in consultative sales. Consistent record of performance in territory management-both in strategic planning, execution, and travel-with outstanding time-management, organizational and mentor skills, plus the track record of exceeding goals. Excellent written and verbal communications skills with a track record in client relationship management and buyer satisfaction. This position includes territory management and up to 80% travel potential. What we would like from you: Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ******************** Compensation: This role offers a base salary range of $100,000 to $120,000, complemented by a performance-based sales compensation plan that represents a larger portion of total earnings. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

As a Cetera Qualified Retirement Plan Sales Consultant, you will partner with our retirement focused advisors to provide consulting support and drive sales of employer sponsored plans. You will accomplish this by developing and fostering relationships with our advisors through phone and web-based meetings, in person meetings and road shows, drawing on extensive product knowledge, industry insights, and our retirement plan resources. The consultant will be expected to provide timely, accurate and actionable guidance to advisors and their teams around practice management, opportunity consulting, program adoption, and drive new plan sales in the region. This individual will join our Cetera Workplace & Retirement team. This individual will cover the West region covering these states: AK, AZ, CA, HI, ID, MT, NV, WA, OR, UT. Candidates must be located in one of these states for proper coverage of this region. What you will do: Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor's field teams to support new sales, enrollment, ongoing education, etc. Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors. Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors. Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors. Conduct demos of tools and services for both existing and prospective advisors Productively work together and collaborate with internal partners such as Cetera's in-house Third-Party Administrator and Regional Growth Teams. Assist advisors with issue resolution Travel to conferences and advisor locations for site visits (up to 50%) What you need to have: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred) Experience: 7+ years with a focus in the retirement plan industry (401k, etc.) Designations or qualifications preferred AIF, CRPS, C(k) P or other retirement industry specific designations Software/System Skills: Microsoft Office (required), Salesforce.com (preferred), Fi360 Toolkit (preferred) Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc. Excellent verbal and written communication skills are required. Positive, customer focused attitude and demeanor with a desire to provide outstanding service. Work well in groups and have good problem-solving skills. Compensation: The base annual salary range for this role is $94,000 to $110,000 and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Hybrid