VP, Global HR Service Delivery and Optimization
Chubb job in Philadelphia, PA
The VP, Global HR Service Delivery and Optimization is responsible for leading and transforming HR service delivery across multiple regional hubs. This role ensures regional teams consistently deliver HR operational excellence across HR processes with a continuous improvement mindset, leveraging technology platforms, automation, and best practices to drive an enhanced employee experience.
Key Responsibilities:
Strategic Leadership of HR Service Delivery:
Oversee execution of the HR Service Delivery strategy deployed through HR service delivery teams in regional hubs (Philadelphia, Mexico, Glasgow, Malaysia), ensure seamless execution of operational processes across the employee lifecycle using Chubb's technology platforms (Oracle HCM, ServiceNow HR).
Continuous Improvement:
Support the Optimization and HR Service Delivery leaders to identify opportunities to build and scale process improvements across HR processes. Serve as the connection point for HR Operations, HR Technology and Service Delivery to bring together the best possible optimization strategies.
Collaborate Across Functions:
Partner with global/regional Centers of Excellence (COEs), HR Business Partners (HRBPs), and Technology teams to identify, enhance, and expand the scope of HR services delivered regionally.
Support Strategic Initiatives:
Participate in major business initiatives impacting HR and related functions, ensuring stakeholders have access to the tools, analytics, and insights needed to drive outcomes.
Champion Digital Transformation:
Identify and support implementation opportunities for Agentic AI, automation, and technology enhancements to improve operational efficiency and employee experience.
Lead Change Management:
Drive global messaging and change activities impacting HR Services. Work through HR Business Partners in each region to ensure successful implementation of change management and optimization initiatives.
Team Leadership:
Directly manage the global HR Knowledge and Change and Communications leads. Serve as matrix manager to Regional Service Delivery and Optimization leaders. Ensure teams are executing to the established HR performance metrics and implement strategies to improve key HR KPIs.
Technical Acumen
Minimum of 10 years of progressive HR or process optimization experience, including international exposure and experience with large-scale change and transformation initiatives.
Proven track record of leading and driving HR optimization in complex, multinational organizations.
Strong knowledge of global HR best practices, labor laws, regulations, and compliance requirements.
Leadership & Influence:
Ability to set a clear vision, align teams to organizational goals, and drive execution globally and regionally
Expertise in leading large-scale transformation initiatives, fostering a culture of agility, and managing resistance to change
Proven ability to build and maintain strong relationships with internal and external stakeholders at all levels
Experience in building, mentoring, and empowering high-performing, cross-functional teams
Ability to remain effective under pressure, adapt to changing priorities, and lead teams through ambiguity
Operational Excellence & Digital Acumen:
Strong focus on process optimization, continuous improvement, and delivering high-quality, efficient HR services
Commitment to delivering outstanding employee experiences and service excellence
Deep understanding of HR technology platforms (e.g., ServiceNow, Oracle HCM), automation, and digital transformation in HR
Communication Skills:
Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly and influence outcomes
Ability to create effective presentations and deliver messages with the right level of detail given the audience
Excellent listening skills
Interpersonal Skills:
Confident leader who likes being part of a broader team
Willing to roll up sleeves and go deep, but also able to lift up and engage at senior levels
Highly organized and effective at time management
Comfortable working in a fast-paced environment and highly resilient
Delivers on commitments and holds team accountable to do the same
Auto-ApplyBusiness Continuity Specialist
Chubb job in Philadelphia, PA
Chubb's Global Safety, Security and Business Continuity Management (GSSBCM) is a shared service to support Chubb business units and corporate functions. It assists with reducing risk and enhancing resilience, through deliberate planning, progressively challenging exercises, and transparent policies and processes. For business continuity, this includes adequate preparation to sustain critical business operations through various disruptive events.
The Business Continuity Specialist serves as a subject matter expert and driver of Chubb's overall readiness for, response to, and recovery from business interruptions. The position requires an experienced professional who can provide expertise and thought leadership in business continuity. This person will be responsible for partnering with North America business and functional leaders, and across multiple partner workstreams, in executing strategies developed by the business continuity management team. The specialist will be responsible for sourcing, learning, and using best practices to support continuity initiatives and response to incidents.
Ideally the candidate would be in the Philadelphia, PA office.
The successful candidate will:
Be well-versed in the life cycle of business continuity and the intersection of business continuity and risk management methodologies
Have successfully managed matrix relationships across partner business lines and stakeholders
Be a driven problem solver who possesses critical thinking, communication, and teaching skills, and who is a detailed orientated self-starter
Have experience managing a business continuity technology platform(s) and teaching and coaching end-users
Understand operational resilience practices and approaches to planning
Key Responsibilities
Provide support for all business continuity initiatives for North America. This includes annual business continuity requirements - of business continuity plan, business process identification, business impact analysis, development and maintenance, and resilience exercises
Assist with implementation and management of Chubb's business continuity platform - Fusion
Support major team initiatives with strong project management skills - track and communicate project status, milestones, gaps, change requests, and release schedules
Assist in the business continuity program's maturity model, sourcing new best practices and regulatory expectations, and identifying areas for continued enhancement
Support data management and presentation of monthly, quarterly, and annual reporting requirements
Contribute in responding to incidents and outages
Actively participate in regular meetings with key partners such as Chubb's resilience, facilities, human resources, technology, and communications teams
Maintain program documents such as SOPs, playbooks, user guides, etc. and report required updates for team review
Contribute and help develop business continuity training modules
Write educational and awareness pieces supporting business continuity initiatives
Work collaboratively with the business continuity team and members of GSSBCM to support business continuity initiatives across all geographies
Other duties and responsibilities as assigned by the business continuity leadership
Travel as required throughout the year (approx. 20%)
Knowledge and experience in business continuity planning, training, and exercising commensurate with a minimum of 3 years of experience
Strong analytical, organizational, and decision-making skills
Strong leadership skills and a productive team player with a proven track record
Strong verbal and written communications. Must be able to engage and coordinate efficiently and effectively with business partners and all levels of leadership across the global organization
Strong project management skills, with effectiveness in breaking down work, developing tasks, managing resources to achieve target dates, and proactively identifying risks and impediments
Strong interpersonal and articulation skills required to communicate solutions to management
Skilled at working with senior management in the development of strategic, as well as tactical plans to mature the organization's business resilience culture
Strong proficiency with the Microsoft Office suite (Excel, Word, PowerPoint, MS Teams); SharePoint; Microsoft Outlook; Web-based communications tools; and internet-based research
Bachelor's Degree from an accredited college or university
Professional Designation - Certified Business Continuity Professional (or equivalent certifications or work experience) preferred
Knowledge of Fusion Risk Management is a plus
Auto-ApplyBroker Director
Philadelphia, PA job
Broker Director Job Description
Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers. The Broker Director will be a key part of a national team assigned to each of their focus brokers and collaborate closely with their counterparts across AIG and at the broker to drive engagement and insights that yield outpaced growth.
Tasked with driving the financial results and managing assigned retail brokers within a market, the Broker Director will create clear goals that are defined and designed to:
Promote profitable growth and/or retention and expand desired mix of business.
Ensure AIG is deriving insights, value and results out of consulting or data services purchased from retail brokers.
Support AIG's efforts to execute goals locally consistent with national commitments to/from retail brokers.
Leverage AIG platforms such as 360, Salesforce and others to apply KPIs / measure success.
Develop and facilitate relationships with internal and external stakeholders.
Work closely with both Distribution (other Broker Directors, Client Directors, Broker & Market leadership, Wholesale & Alternative distribution) and Business Unit leaders to establish a comprehensive grasp of the portfolio, opportunities and target accounts with assigned brokers.
Coordinate with colleagues on the AIG International team to ensure alignment and coordination around management of applicable global business plans.
Own the broker performance scorecard, contribute to monthly and quarterly measurement reviews and articulate the health of broker relationships using data, to the NA Leadership Team.
Responsibilities also include:
Travel regularly to broker offices within their market (cadence and format to be determined with Broker & Market Leader and Executive based on the health of the broker relationship).
Regular meetings with broker partners and appropriate level of Distribution leadership team to review results and adjust strategies/target where needed.
Collaborate and develop execution strategies of growth products with AIG Product teams.
Develop execution strategies with the Broker & Market Executive (or Leader) and Product leadership with KPIs to support them.
Ensure absolute alignment with broker agreements and strategy.
Drive growth culture with assigned brokers on areas of growth and retention by Product.
Working with Distribution Analytics to:
develop market and product level target account initiatives and relationship expansion.
drive pipelining initiatives at the local level for assigned brokers.
ensure monthly results and KPI reporting are distributed to the appropriate constituents (Broker & Market Executive and Leader) and Product Leaders; use that data to drive opportunities for alignment and profitable growth/retention strategies.
Key Qualifications
Strong sales background, negotiation skills and presentation skills required.
A passion for innovating and leading change.
Must possess strong business acumen, process, project management and data orientation, and be able to professionally and tactfully manage sensitive and confidential information.
Must possess relevant technical grounding and ability to understand and articulate product strategies and differentiators.
5+ years' experience in broker and/or carrier relationship management, underwriting or commercial insurance broking is strongly preferred.
Demonstrate adaptability, actively leaning into AIG's learn-it-all culture.
Strong written and verbal communication skills are required to communicate directly with senior leadership within AIG and the dedicated broker relationships.
Mobility
Travel to U.S. locations (~20-30%)
#LI-HB1
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
AIG reserves the right to conduct a criminal background check, tailored to the requirements of a job, after a conditional employment offer is made. Unless otherwise required by law, AIG does not automatically exclude any applicant with a criminal conviction for a job or class or jobs. For more information about Philadelphia law specifically, copy and paste the following link within your browser: ***********************************************************************
Functional Area:
SM - Sales & MarketingNational Union Fire Insurance Company of Pittsburgh, Pa.
Auto-ApplyTechnology Associate
Chubb job in Philadelphia, PA
Chubb is a global leader in the insurance industry and provides an extensive suite of products to a wide range of clients. Delivering superior coverage, craftsmanship, and customer experience has always been at our core, and will continue to be as we modernize what insurance does and how we deliver it, all while protecting what our customers value most. Major initiatives are underway at Chubb to build on our strengths and expand Chubb's reach in the digital insurance space. This means data-enriched processes and real-time insights embedded across our value chain, design thinking and an “engineers of everything” mentality, and a world-class customer experience that sets us apart. We are also reimagining our ways of working to be more adaptable and flexible through agile principles and investing in skillset development and tools for a digital age.
Are you looking to fast-track your career in technology with a global leader in the insurance industry? We are looking for individuals who are passionate about technology to join our Technology Associate Program (TAP). The program is designed for recent STEM graduates, providing you the opportunity to gain hands-on technical experience working on real business projects and programs. At the same time, you will develop leadership and communication skills, enhance your technical acumen, and grow your knowledge of the insurance industry.
The Technology Associate Program (TAP) provides opportunities for various career paths at Chubb, including software engineering, cloud engineering, data engineering, cybersecurity engineering, and others.
Software Engineer
We are seeking highly motivated and talented entry-level Software Engineers to join our Technology Associate Program (TAP). As a software engineer, you will work on designing, developing, testing, and maintaining software solutions for our company. The ideal candidate should have a strong understanding of software development principles and be eager to learn and grow within the company.
Cloud Engineer
Cloud Engineering is one of the key services that are responsible for delivering cloud-based services for Chubb. As part of the continued transformation, Chubb is increasing the pace of application transformation into containers and cloud adoption. As such we are seeking Cloud Engineers who can be part of this exciting journey at Chubb. As a cloud engineer, you will be part of the team that is responsible for both Infrastructure automation and container platform adoption at Chubb. A successful candidate would have technical knowledge of container platforms (Kubernetes), Cloud Platforms (Azure AWS), and knowledge of software development processes. You will also have the opportunity to build and innovate solutions around various Cloud Infrastructure problems right from developer experience to operational excellence across the services provided by the cloud engineering team.
Data Engineer
The Data Engineer will work with the business to understand data requirements and will become a data platform expert in designing and building data solutions focused on Cloud-based Big Data ecosystems. You will work closely with other data science teams and take ownership of your projects and deliver high-quality data-driven advanced analytics applications. You will solve diverse business problems by utilizing a variety of different tools, strategies, algorithms and programming languages.
Cybersecurity Engineer
As a member of Global Security Team, you will be focused on improving our compliance and security posture by leveraging your technical and business skills. You will be a self-starter, have an engineering mindset, and be able to troubleshoot complex problems. You will not only get to learn different information security technologies but will have the ability to have hands on experience in assisting in the support of Chubb's Global security function.
What We Bring:
Competitive offer packages which include a strong base salary, bonus, and equity (for applicable roles)
Employee stock purchase plan (15% discount)
Comprehensive benefits that start day 1
Retirement savings plan (Chubb contributes up to 9% on your behalf)
Tuition reimbursement program
Mentorship programs to help you grow your career
The TAP Program Provides:
On-the-job and educational technical training (offered through Pluralsight) to enhance skills within your chosen discipline
Business acumen and professional development training specific to IT and an understanding of our broader industry
Networking opportunities with IT and Business leaders and TAP associate peers
Hackathons
These positions may be located in Philadelphia, PA or Jersey City, NJ.
In Jersey City, NJ the pay range for the role is $90,000 to $97,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found at ************************************************** This range is specific to Jersey City, NJ and may not be applicable to other locations.
Sponsorship, now or in the future, is not available for this role. Applicants must be legally authorized for employment in the U.S. without need for current or future employment-based sponsorship.
Profile of Ideal TAP Candidate:
You are a highly collaborative, creative, and intellectually curious individual who is passionate about technology
You can learn technical concepts quickly
You are organized and able to adapt to change and ambiguity
You are a natural leader and work well independently and, on a team
You are a self-starter and motivated to learn and succeed
You pay attention to the details without losing sight of the big picture
What You Will Bring:
A minimum of a bachelor's degree in a STEM-related field with a GPA of 3.0 or higher
Ability to work effectively with key stakeholders in a fast paced, multi-national work environment
Strong time management and organizational skills
Strong verbal and written communication skills
Ability to present ideas and information to team, leaders, and peers
Auto-ApplyIn-House Corporate Tax Counsel
Chubb job in Philadelphia, PA
Position Overview: We are seeking to hire a highly-skilled and experienced tax professional with a strong background in corporate taxation and the ability to quickly become a key member of Chubb's global tax team. Someone in this position will be analyzing and interpreting complex tax laws and regulations pertaining to Chubb's insurance and non-insurance businesses, reviewing documents pertaining to aspects of our global business including those related to business development, contracting, etc. Importantly this position provides advice and supports others providing guidance to our internal business partners. The position requires a team player who is technical, organized, and responsive and can handle multiple projects while producing accurate and timely results.
Please note: We prefer this person to be located on the East Coast (Philadelphia, Whitehouse Station, Jersey City, New York City). However, we're open to this person being anywhere in the United States.
Key Responsibilities:
Provide expert legal advice and guidance on corporate tax matters, including federal, state, and international tax law
Conduct thorough reviews of transactions, contracts, and business structures to identify tax implications and mitigate potential risks
Assist in the development and implementation of tax planning that align with the company's goals to pay the right tax at the right time
Collaborate with legal, finance, treasury, and accounting teams to ensure compliance with tax laws and regulations
Stay abreast of changes in tax legislation and policy developments that may impact the organization
Advise on tax audits and dispute resolution with taxing authorities, as requested
Provide training and support to internal teams on tax matters and best practices
Collaborate with external advisors and consultants as needed to address complex tax issues
Juris Doctor (JD) degree from an accredited law school
Bachelor's degree in finance or accounting preferred
Admission to the bar in home state
Minimum of 10 years of experience in corporate tax law, preferably in a corporate legal department or large law firm
Strong understanding of federal, state, and international tax laws and regulations
Desired Skills:
Excellent analytical and problem-solving skills with the ability to navigate complex tax issues
Strong communication skills, both written and verbal, with the ability to convey complex legal concepts to non-tax experts
Insurance tax experience is a plus but not a requirement
Ability to work independently and collaboratively in a fast-paced environment
The pay range for the role is $151,000 to $257,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Auto-ApplyUnderwriting Assistant
Chubb job in Philadelphia, PA
Job Title: Underwriting Assistant
Department: Operations, Westchester Property & Inland Marine
KEY OBJECTIVES
This position serves as an integral member of the Operations team by supporting our Underwriting team with basic underwriting responsibilities and operational tasks. This individual will be responsible for providing day to day service performing tasks including, but not limited to:
Policy maintenance and servicing of accounts
Resolve basic underwriting issues by executing workflow procedures to ensure that brokers have a superior service experience
Provide quality service in accordance with published business unit service level agreements
Collaborate with both internal and external customers
Utilize Excel to capture and organize data and reporting
Document workflow procedures and processes
MAJOR DUTIES & RESPONSIBILITIES
Handle Policy Issuance and Change Requests.
Provide support to underwriting by performing a variety of data collection, file preparation and documentation storage related tasks
Perform other essential duties and special projects as assigned including but not limited to System Testing, Data Entry, etc.
Minimum 1-year experience in a related position
Exhibit excellent oral and written communication skills
Possess strong team orientation
Ability to work in a fast-paced environment, independently with moderate guidance and supervision.
Established proficiency in the Microsoft office suite including Outlook, Excel, and Word
Ability to use other business-related software, systems, and automated tools
Proven results oriented and driven.
Auto-ApplyInvestigator, Global Fraud Investigation Unit
Chubb job in Philadelphia, PA
Chubb is currently seeking an Investigator for our Global Fraud Investigation Unit! The successful applicant will be responsible for domestic and international investigations of alleged fraud matters involving employees, agents, and third-party providers; designing and executing data analysis to identify potential fraud; and identifying and assessing the risk of current fraud trends. Fluency in Spanish is required.
The ideal candidate will sit in our Whitehouse Station, NJ or Philadelphia, PA offices. Other Chubb locations may be considered.
Responsibilities
Plan, conduct or manage cross-organization teams (as necessary), and document investigations of alleged misconduct.
Research and analyze data from numerous sources including internal systems, public records and social media.
Conduct internal and external investigations in partnership with Human Resources, Employee Relations, Legal and Compliance and Line of Business Management.
Prepare investigative reports and present results of investigations to all levels of management and line of business stakeholders with an aim towards remediation and process improvement.
Perform country and regional level assessment of fraud risks to enable development of proactive fraud detection tools.
Partner with the Internal Audit, Compliance, and Digital and IT teams to enhance proactive fraud detection and prevention capabilities using available data as allowed by local regulations.
Participate in efforts for delivering fraud awareness training to employees across Chubb.
QUALIFICATIONS
A
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
Product Services Manager-Commercial Lines
Chubb job in Philadelphia, PA
Join Chubb as a Product Services Manager and bring your Commercial Lines expertise to the forefront! If you have a passion for navigating the complexities of commercial insurance products and thrive in a dynamic environment, this is the perfect opportunity for you. Leverage your 1-2 years of experience in underwriting, product management, or regulatory compliance to make a significant impact in our Commercial Lines division.
Legal and Compliance (L&C) - Philosophy and Culture Statement: The L&C is committed to providing best-in-class legal and compliance services to our business partners. The L&C emphasizes teamwork, expertise, and a “can-do” attitude. Operating as a best-in-class organization requires a commitment to constant improvement and an on-going commitment to adding value - every day, by every team member. The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution.
This is an on-site role. Ideally, this candidate will sit in our Philadelphia, PA office.
Major Duties and Responsibilities:
Work with business units in the development and filing of new Commercial Lines products, amendments, coverages, rating plans, and programs that conform to applicable laws while meeting business objectives.
Manage and maintain assigned Commercial Lines Products including forms, rules, and rating plans so they are in compliance with regulatory requirements.
Manage/implement approved rate/rule/form changes in the appropriate policy issuance system(s).
Develop and direct Commercial Lines product filings to ensure expedited filing approvals. Provide input/drive resolution to filing objections with Business Unit and Actuarial input.
Perform regulatory review of products and draft state amendatory language.
Analyze regulatory and legislative changes and propose action as needed. Develop and circulate advisory bulletins as appropriate.
Provide technical advice, counsel, and assistance in the development and utilization of the policy issuance system(s) utilized by Commercial Lines.
Participate in and support regulatory compliance activities including audits of business units and Market Conduct Examinations.
Research and develop reference tools on important product issues for posting to the internal Chubb intranet as guides for the Business Unit.
Provide detailed and accurate product requirements (forms, rules) to IT/third party vendor for system implementation.
Manage special projects, as assigned.
Education and Experience:
Bachelor's degree or equivalent industry experience in product management and regulatory issues.
Minimum 1-2 years of experience in Commercial or Commercial Lines products in underwriting, product management or regulatory compliance.
General Skills:
General knowledge of Commercial Lines insurance products, policy language and coverages
Strong organizational and project management skills
Ability to work independently and as part of a team
Computer proficient in using Word, Excel, Adobe Pro, SERFF
Excellent written and oral communication skills
Demonstrates strong attention to detail and commitment to project ownership, accuracy and completion on a timely basis
Experience in documenting business requirements a plus
Knowledge of CSI Xpress Product Library a plus
Ability to manage multiple projects, different demands and competing customers simultaneously in a face paced environment.
Personal Qualities:
Strong desire to be responsive to customer needs
Self-motivated with a strong work ethic
Energetic, enthusiastic and has a positive attitude
Flexible
Auto-ApplyProduct Release Manager
Chubb job in Philadelphia, PA
The Release Manager is responsible for overseeing the planning, scheduling, and coordination of software releases across the organization. This role involves working closely with development, QA, and operations teams to ensure that software releases are deployed smoothly and efficiently, with minimal disruption to production environments. The Release Manager will identify and mitigate risks associated with release activities, develop and maintain release management processes, and communicate release status and issues to stakeholders. This position requires strong project management skills, a deep understanding of the software development lifecycle and agile methodologies, and the ability to work effectively with diverse teams. The Release Manager will also focus on continuously improving release management processes to enhance overall efficiency and effectiveness.
Key Responsibilities and Duties:
Release Planning and Management: Develop and manage the release schedule, ensuring it aligns with project timelines and business objectives. Plan and manage release schedules and milestones for all projects.
Team Coordination: Collaborate with development, QA, and operations teams to ensure successful deployment of software releases. Coordinate release activities across various teams to ensure timely delivery.
Risk Management: Identify potential risks associated with release activities and implement strategies to mitigate them, ensuring minimal disruption to production environments. Identify, manage, and mitigate risks associated with software releases.
Process Development: Establish and maintain release management processes, documentation, and best practices to streamline release activities. Ensure that the release process is followed and that all deliverables are completed on time.
Stakeholder Communication: Provide regular updates and reports on release status, issues, and risks to stakeholders, ensuring transparency and alignment. Communicate release status to stakeholders and manage expectations.
Cross-Functional Collaboration: Work with cross-functional teams to ensure seamless integration and delivery of software components.
Conflict Resolution: Manage and resolve conflicts related to release schedules and resource allocation to maintain project momentum.
Continuous Improvement: Continuously evaluate and improve release management processes to enhance efficiency and effectiveness. Maintain and improve release management processes and tools.
Release Readiness: Conduct release readiness reviews and ensure all release requirements are met.
Bachelor's degree in computer science, Information Technology, or a related field.
Extensive experience as a Release Manager or in a comparable role within the IT industry, with at least 7 years of experience.
Strong understanding of the software development lifecycle (SDLC) and agile methodologies.
Excellent project management skills with the ability to manage multiple projects simultaneously.
Strong problem-solving skills and attention to detail.
Excellent communication and interpersonal skills, with the ability to work effectively with diverse teams.
Experience with release management tools and software (e.g., Jenkins, Git, JIRA).
Ability to work under pressure and meet tight deadlines.
Preferred Qualifications:
Certification in project management or agile methodologies (e.g., PMP, Scrum Master).
Experience in a DevOps environment.
Familiarity with cloud-based deployment and infrastructure.
Auto-ApplyClient Relationship Associate
Malvern, PA job
About this job:
At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.
If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate!
At Vanguard, we believe in supporting our “crew” personally through all life stages.
Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards.
Responsibilities:
We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will:
Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients.
Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.
What it takes:
You don't have to be a financial expert to be an advocate for our clients!
We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with:
Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.”
Customer-facing and/or in-bound phone experience.
A learner's mindset and an appetite for financial acumen.
Undergraduate degree or equivalent combination of experience, preferred.
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
How we will help:
Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with “crew” in mind. We will provide you with:
Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63
Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next
Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients
Special Factors:
Please note new hires may need to be full jurisdiction registered in all US states and territories.
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Auto-ApplyJunior Workplace Program Manager, Real Estate
Chubb job in Philadelphia, PA
KEY OBJECTIVE The Junior Workplace Program Manager (JPgM) will support the delivery of construction and capital improvement projects across North America, working closely with senior team members and third-party providers. This role is designed for a motivated individual with 3-5 years of experience who is eager to grow their career in corporate real estate. The JPgM will be a part of and assist the Workplace Program Management team in managing project timelines, budgets, vendor relationships, and stakeholder communication while learning and applying workplace strategy and project management best practices.
MAJOR DUTIES & RESPONSIBILITIES
* Project Support: Assist in the planning, coordination, and execution of real estate projects, including office fit-outs, renovations, and capital improvements.
* Workplace Strategy: Collaborate with senior team members to provide project-specific workplace strategy for real estate approvals.
* Vendor Coordination: Support the management of relationships with key vendors, including architects, engineers, furniture suppliers, and contractors, ensuring quality and cost control.
* Budgeting & Reporting: Assist in creating and tracking project budgets, reviewing proposals, and processing invoices to ensure alignment with scope and cost expectations.
* Compliance: Ensure projects adhere to company workplace standards and architectural guidelines, escalating exceptions for approval as needed.
* Documentation: Help maintain project documentation, including as-built drawings, material archives, and close-out reports.
* Stakeholder Communication: Build relationships with internal stakeholders, including Regional Directors and business unit clients, to ensure alignment on project goals and deliverables.
* Process Improvement: Contribute ideas to improve project delivery processes and workplace standards.
* Presentations: Prepare and deliver presentations, both virtually and in-person, on design concepts, workplace strategy, and change management to key stakeholders, including senior and site leadership.
* Learning & Development: Participate in training opportunities to develop expertise in workplace strategy, project management tools, and corporate real estate processes.
* Bachelor's degree in Interior Design, Architecture, Engineering, Construction Project Management, or a related field.
* 3-5 years of experience in project coordination or management within real estate, construction, or a related industry.
* Familiarity with AutoCAD required, project management tools (e.g., MS Project, Procore, CAFM) are a plus.
* Organized with attention to detail and the ability to manage multiple tasks simultaneously.
* Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel).
* Excellent interpersonal and communication skills, with the ability to collaborate effectively with colleagues and vendors.
* Comfortable presenting to small and large groups of stakeholders, both virtually and in-person, with confidence and clarity.
* A proactive mindset with a willingness to learn and take ownership of assigned tasks.
* Basic understanding of budgeting and cost management principles.
* Ability to travel occasionally to project sites for site walks, quality and cost control, and internal stakeholder project meetings.
* Enthusiasm for building a career in corporate real estate and workplace strategy.
Auto-ApplyUnderwriter, Excess Casualty - Major Accounts
Chubb job in Philadelphia, PA
Contribute to the achievement of the Excess Casualty segment business plan. The Underwriter is responsible for production, underwriting and maintenance of new and renewal umbrella and excess casualty accounts within a defined territory. In addition, the Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the Midatlantic and Southeast region to assure the continued flow of new business opportunities while representing the Excess Casualty segment.
The Underwriter's primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities:
• Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
• Risk Assessment. Ability to identify risk exposures, special or common hazards, and appropriate controls. Ability to select risk based on exposure and risk analysis. Ability to analyze claims and quantify losses.
• Financial proficiency. Understanding of financial statements and ratios used in risk analysis. Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets. Ability to understand credit risk.
• Actuarial fundamentals. Ability to understand loss trends, loss triangles, and ratemaking. Ability to quantify risk based on experience history and forecasting methods.
• Marketing and Communications. Ability to sell and negotiate to achieve bottom line profitability for the Company. Ability to make presentations and communicate articulately. Ability to base communications on strategic thinking. Ability to manage producer strategy.
• Systems and programs. Ability to use systems and software programs needed to conduct daily business.
• Ability to adhere to Chubb standards on pricing and servicing.
Major Duties & Responsibilities
Duties may include but are not limited to:
• Solicit new and renewal submissions from brokers
• Determine terms and conditions
• Document the underwriting files
• Handle more complex files and portfolios within underwriting authority
• Attend broker/client meeting
• Knowledge of insurance industry, underwriting concepts, practices, and procedures
• Microsoft Word, Excel, and Outlook
• Internet usage
• Oral and written communication skills
• Negotiation and marketing skills
• Ability to thrive in a fast-paced, deadline-driven environment
• Ability to self-manage, organize, and prioritize work with limited direction
Auto-ApplyInbound Sales Consultant - PA
Malvern, PA job
Advance your career and our mission
At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community.
In this role, you will:
Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives.
Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs.
Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business.
Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale.
Make success accessible to everyone
Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action.
What it takes
Undergraduate degree or equivalent combination of training and experience.
Minimum of one-year related work experience. Sales experience preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
Ability to deliver an exceptional investor experience.
Ability to consistently drive strong sales outcomes.
Ability to manage internal relationships with key business partners to complete the sale.
Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
Excellent oral and written communication skills.
Strong problem-solving and time management skills.
Comfort with phone and digital channels in which clients engage with Vanguard.
Contact center experience preferred.
Special Factors
Vanguard is not offering visa sponsorship for this position.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations.
The salary range for this position is $60,000-$75,000.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Auto-ApplyActuarial Intern
Chubb job in Philadelphia, PA
As a member of Chubb's Actuarial Team, you will help evaluate business opportunities in a given market by analyzing data to identify the potential profitability and possible pitfalls. Armed with this data, we advise top management on ways to balance the anticipated with the unexpected. Typically, our actuaries base their analysis on the demand the business may create, the price required to deliver a reasonable rate of return, and the potential effect of claims on the company's profitability.
Actuarial Interns are located primarily in Philadelphia, PA and Whitehouse Station, NJ. The program offers college students the opportunity to work in one section of our department during the summer. Interns are exposed to many facets of actuarial work and techniques and are introduced to insurance terminology and concepts. In addition to working closely with their supervisor, they are given an opportunity to network with other members of the Actuarial Department.
We are looking for individuals who possess math and analytical skills, can effectively work as part of a team, are sophisticated communicators, and enjoy coming up with creative solutions to problems. Qualified candidates should be pursuing a degree in Mathematics, Statistics, Economics, Finance, Actuarial Sciences, or a related field.
Undergraduate or Graduate Student in Actuarial Science; Mathematics; Science; Engineering; Economics or Finance with a Mathematics foundation.
Strong GPA, 3.0 or higher required.
At least one actuarial exam passed is preferred.
Strong mathematical skills (including calculus, probability, and statistics)
Working knowledge of Microsoft Office products, specifically Excel and Access
Experience with SQL, R Studio and Python is preferred
Solid analytical and problem-solving skills
Communication and influence skills
Ability to contribute to the attainment of business goals and objectives through teamwork
The pay range for this internship is $23 to $27 per hour. The specific offer will depend on an applicant's skills and other factors. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Auto-ApplyMultinational Claim Billing Analyst
Chubb job in Philadelphia, PA
The Chubb Global Services (CGS) group focuses on delivering superior clients services to Chubb's multinational business across Chubb's diverse product line. The CGS Finance group oversees global money movement, billing and collections of reinsurance and deductibles, reporting, and overall multinational guidance and strategy.
Reporting Relationship:
The role will report to Chubb Global Services Manager of Claims Billing. The individual will communicate directly with internal management and other interdepartmental groups to resolve issues and provide ad hoc support when requested. There will also be opportunities to interact directly with our brokers, insureds, reinsurers, and risk managers to help resolve issues or concerns.
Key Responsibilities:
The analyst is responsible for calculating, billing, and notifying the insured and reinsurers of invoices on behalf of Foreign Produced Business Units. This involves notifying insured/reinsurers on a timely basis, preparation of billing packages to ensure accurate billing. Some work will pertain to complex claim issues and may involve difficult presentations to external and internal contacts.
Read an Interpret Binders, Policy Endorsements, and Reinsurance Agreements on complex cash flow accounts produced from US and overseas offices
Work with Global Services and Overseas offices to provide presentations on billing capabilities as well as implementation for successful processing of loss billing
Analyze and assess business situations, conceive appropriate translation for various systems, and design response to all levels
Create the appropriate insured and reinsurance calculations, in multiple currencies, in billing system from weekly feeds for payments and reserves
Work independently on system enhancements and any new business study that requires system changes to our claims reinsurance process
Create and execute special projects relating to quality control of our claims stat and accounting practices and provide additional insight for corrective actions
Manage and action workflows and reports created from weekly loads for appropriate attachment to contracts for billing.
Ability to understand and document custom cash flow accounts to recommend and execute processes and ensure accurate billing.
B.S. degree in Business, or additional related field
1 to 3 years of claims reinsurance or insurance industry experience
Excellent communications skills to articulate to various levels of internal and external management within a global environment.
Claims Reinsurance experience preferred
Effective problem solving and analytical ability.
Ability to work effectively on a team as well as individually to self-manage own processes.
Advanced skill level in Excel preferred.
Auto-ApplyReal Estate Program Manager, North America
Chubb job in Philadelphia, PA
KEY OBJECTIVE
The primary objective of the Real Estate Program Manager is the cost effective and consistent delivery of quality construction and capital improvement projects leveraging third party providers. This position has responsibility for the strategy and goals of the construction phase of the project, the oversight and management of various project managers and materials and labor suppliers to deliver on these key objectives as well as the customer relationship management of key stakeholders including the GCRE Regional Directors and their business unit clients.
MAJOR DUTIES & RESPONSIBILITIES
Provides project-specific workplace strategy for the stage-gated real estate approval process, in support of the Regional Directors
Strategic partner with Facilities Management and Transactions Management functions
Oversight and management of outsourced Project Manager's (PjM) for the delivery of real estate projects
Provides direction to the third-party Occupancy Planner
Manages key Chubb Real Estate vendor relationships including, architects, engineers, furniture suppliers, and others, as well as, maintaining aggressive pricing and discounting and driving consistent quality and on-time delivery
Ensures compliance with Chubb Workplace guiding principles and architectural standards and adherence to exception approval processes for non-standard and out-of-scope work
Ensures project managers deliver all projects on time and under budget with careful management of contingency
Contributes to Workplace's ongoing development of architectural standards and workplace strategy
Responsible for a consistent approach to project delivery for all Real Estate projects within their remit and aligned with global processes and procedures
Participate in the annual planning and budgeting for capital projects
Review and approve proposals and invoices ensuring scope and cost are as required or budgeted
Travel to projects as required to ensure quality and cost control
Responsible for project close out, material and as-built archiving
Performs after action reviews and quality assessments on third party project managers and projects
Qualifications
BS in Design, Architecture, Engineering or similar field
5-10 years of Project Management for Real Estate activities
Procore, CAD, and CAFM proficient
Outstanding interpersonal skills to develop, drive and maintain relationships within and outside of Chubb. Viewed as a key partner and trusted advisor for all items Real Estate Workplace.
Strong customer relationships skills including the ability to be influential in challenging situations
Must be organized and detail-oriented
Proficient in Microsoft Suite including PowerPoint, Word and Excel
Strong written and oral communication and presentation skills
Strategic thinking in Real Estate and space related situations
Experience in budgeting and fit-out cost awareness
Ability to manage multiple outsourced staff, running multiple projects simultaneously
Must be results-driven and ability to meet commitments under pressure
Ability to collaborate effectively with colleagues at all levels
Must be an independent thinker, taking ownership of work and showing initiative
Auto-ApplyAdjuster
Chubb job in Philadelphia, PA
is located in Central Pennsylvania. Essential Job Duties and Responsibilities: * To accept, contract, and handle claims as assigned. * Work as many claims as possible. * Assist in resolving complaints from policy holder relative to claims. * Assist in investigating more complex claims.
* Complete Quality Control functions as assigned.
* Assists with other duties as necessary.
Knowledge, Skills, and Abilities:
* Knowledge of or the ability to learn the agricultural industry, including an understanding of the kinds of crops produced in the territory; agricultural issues.
* Knowledge of or the ability to learn Rain and Hail's products, services and systems.
* Knowledge of and the ability to learn the underwriting and claim adjustment rules and regulations associated with the Multiple Peril Crop Insurance program, crop-hail program and the other insurance products offered by the company.
* Ability to organize and prioritize multiple tasks.
* Ability to work in a team oriented environment.
* Ability to effectively communicate and maintain business relationships with Company personnel, outside resources and customers.
* Ability to use the Company's terminology, procedures and systems.
* Ability to use department equipment.
* Ability to perform basic and complex mathematical calculations.
* Ability to drive a vehicle and maintain a valid drivers license.
* Ability to remain calm and professional during peak periods of activity.
* Ability to work from oral and written communication.
* Ability to maintain confidentiality.
* Ability to work independently.
* Ability to travel away from home for extended periods of time and on short notice.
* Willingness to relocate to another division if requested.
* Ability to assist in other work-related areas as required.
High School or GED required, baccalaureate degree in Agricultural Business or related field preferred with 1-3 years of experience.
Auto-ApplyFinancial Systems Analyst - FP&A
Chubb job in Philadelphia, PA
We are seeking a highly motivated, eager to learn FP&A Financial Systems Analyst to help develop and manage the future of finance. This role is a unique opportunity to drive meaningful impact in the Chubb International business across finance and technology through future-state systems development, maintenance, and strategic decision making. This is a critical role in our Central FP&A team, and you will work closely with cross-functional teams to support our firm's growth trajectory and learn critical skills to support your own career growth trajectory.
Successful candidates will receive the opportunities of working in a dynamic environment of a global business and diversified product portfolio, and exposures to the leading financial technologies and tools. Additionally, we provide a strong training program and will equip you with the tools and resources for your career success.
Key Responsibilities:
Financial Systems Optimization and Innovation:
Participate in decision making forums with high-level stakeholders to discuss and prioritize enhancements in current technology, and investments in new technology to help streamline forecasting / reporting processes
Work side-by-side with the Finance Transformation team to ensure development work is fit for purpose including Design, User Stories / Wireframes, Acceptance Criteria, Test Scripts, UAT, and transition to BAU
Identify opportunities that automate existing workflows / processes to improve system functionality, ensuring scalability and adaptability to our business needs
Innovation-To-Production Management and Maintenance:
As projects are transitioned to production and integrated into our financial ecosystem (BAU), become the product owner of several initiatives including maintaining the daily operations and data integrity within the system
Manage backlog of enhancements for owned initiatives, liaison larger scale changes with the Global Finance Organization, and own development for small system upgrades / solutions
Assist in development of enhancements and maintenance of legacy workflows built within our existing technology to drive operational efficiencies
FP&A Cycle Support:
Provide a level of ownership and support to our Central Finance team including assisting in execution of processes in current technology (TM1/PAW) and other platforms for activities such as system readiness, maintenance, reconciliation of existing data, and ad-hoc requests
Support FP&A Financial Systems Manager to triage and rectify issues identified by our stakeholders including root-cause identification and interim solution implementation, ensuring deliverables can be complete in a timely and accurate manner
Provide some level of end-user technical support and training on systems as needed
At a minimum, an end-user understanding of an enterprise performance management software (ex: IBM Planning Analytics (preferred), Oracle, Anaplan, OneStream, SAP, etc.) with a use-case in your current or previous role(s)
Knowledge of systems architecture from raw data ingestion to end-user reporting (i.e. data, inputs, systems, calculations, outputs)
Development experience in an EPM tool is a plus, but not required
An understanding of project life cycles for technology related developments from initial business/data requirements to post UAT production deployment
Ability to trouble shoot systems issues (i.e. data reconciliation), work independently to find resolutions, and identify areas of improvement in data processes
Ability to think of the ‘big picture' when solving issues, and create actionable plans to implement changes in systems and/or current business processes
Ability to analyze large amounts of data to provide and test hypothesis for various scenarios, and to synthesize various conclusions to provide recommendations to management team
Must be able to learn and operate new systems quickly
Can apply logic to problem solve complex business problems
Ability to take early abstract ideas, frame technical concepts and deliver tangible work-products
Team player and strong communicator
Passion for innovation and strong interest to understanding and developing cutting edge finance solutions
Professional Experience
Typical experience may include, whilst not limited to:
Minimum of 1 - 3 years of accounting, financial planning & analysis, or financial systems / computer science experience
Insurance industry experience is a plus but not required
Bachelor's degree in Finance, Accounting, Information Systems, Data Science or related field; finance-related software certifications are a plus, but not required
Experience implementing or leveraging technology as an end-user in your professional experience (preferably within an enterprise performance management platform) is required, and the willingness to learn new technology
Exposure to an FP&A lifecycle (planning, budgeting, forecast, enterprise-wide KPI & reporting framework, profitability/cost analysis)
Auto-ApplyEstate Planning Strategist - Executive Director
Philadelphia, PA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Responsibilities and Skills
* Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
* Must have the ability to travel to meet with the Financial Advisors and clients.
More specifically:
* Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.
* Simplify complex legal topics, analyses and/or structures into comprehensible terms
* Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
* Review, summarize and critique existing and/or proposed new estate planning documents.
* Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
* Work with team analysts to model estate planning strategies.
* Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans.
* Understand investment structures and how they may be appropriate for various estate planning entities.
* Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.
* Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.
* Develop new marketing and educational content.
* Conduct internal training sessions.
Requirements
* Bachelor's degree required. J.D. required
* Significant prior trusts and estates experience with a law or accounting firm
* Broad and deep knowledge of estate planning and tax planning strategies
* Strong income tax background as related to estate planning strategies
* Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).
* Must have the ability to travel to meet with the Financial Advisors and clients.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between 150,000 and 250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyExperienced Associate Auditor
Chubb job in Philadelphia, PA
The Experienced Risk Analyst position is an opportunity to join a broadly diversified global insurance and reinsurance provider with a culture of excellence and remarkable growth potential. The function of the Internal Audit Department plays a vital role in evaluating the design and effectiveness of control processes throughout the organization. The business knowledge and control assessment skills developed in the Internal Audit Department will position the successful candidate for a broad range of career opportunities within the company. In addition, Internal Audit's internal training program provides a strong foundation to develop audit and leadership competencies. For the individual who is naturally curious, analytical, and enjoys challenging assignments, we are offering the opportunity for a promising future that comes with working for an industry leader.
RESPONSIBILITIES
The Experienced Risk Analyst is responsible for executing controls testing for operational audits and Sarbanes-Oxley (SOX) cycles. As part of the operational audit responsibilities, this individual will interview Underwriting, Claims, and/or Operations management, document risks and related controls, develop audit programs, and perform testing to evaluate the effectiveness of key controls. Additionally, the individual will have the opportunity to work with management to develop value-added audit comments, provide recommendations to management, and to assist in drafting audit reports for senior management review. This position is highly visible as the candidate will interact with all levels of management as they conduct audits. This exposure makes it an excellent position for someone who wants to understand multiple aspects of the company's operations. The person in this position will also work on teams to identify opportunities for continuous improvement in our audit processes.
Bachelor's degree in Accounting or Finance
1-3 years in public accounting or internal audit experience
Excellent written and oral communications skills
Strong analytical skills
Must be a team player
Auto-Apply