General Application
Remote Clear Capital job
Not sure which department to apply for at Clear Capital? Don't worry - we encourage you to apply and let us know more about your skills and area's of interest! Whether you have a diverse skill set or are simply looking to discover your professional passion, Clear Capital is looking for new talent to join our team!
Apply now and let your potential flourish at Clear Capital!What You Can Expect
Competitive compensation and immediate contribution!
Inclusive benefits package offerings 401k plans and customizable benefits including dental, vision, medical, etc. for you and your dependents.
An innovative culture that understands the importance of quality of work over quantity.
Company supported and employee-driven ambassador groups that promote diversity, working on a hybrid schedule and philanthropy.
Learning and development programs to help advance your career and personal growth.
What We Value
Wherever it leads, Whatever it takes! We believe in making the impossible possible!
Thrive personally, grow professionally―be happy!
Innovate, learn, lead- Knowledge and growth is never ending!
We believe in hiring nice people because anything is possible when you have the team's support.
Improving the lives around us- A smile could change the entire world.
Be the most trusted, respected, and loved real estate valuation company in the world.
About Us
Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001.
Clear Capital is an equal opportunity employer.
To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
Auto-ApplySenior Machine Learning Engineer
Remote Clear Capital job
We are a production team dedicated to supporting and enhancing production modeling systems. Our focus is on building the most accurate models with the state-of-the-art modeling technology. We build core infrastructure and pipeline capabilities that ensure seamless data flow into our models. We also support the scaling and development of model prototypes in production environments. Our goal is to create the top-notch Machine Learning products in the real estate industry. We are seeking a Senior Machine Learning Engineer to lead the design, development, and implementation of our machine learning products.What You Will Work On
Lead the development of modeling complex, real-world problems.
Lead the development of complex data pipelines to support production systems.
Lead the development efforts to bring machine learning algorithms into production.
Monitor and maintain production machine learning data pipelines.
Who We Are Looking For
Minimum 5 years experience in machine learning model development, building data pipelines and robust machine learning software systems.
Strong and in-depth knowledge of various modeling techniques and machine learning frameworks.
Strong knowledge and understanding of machine learning pipelines from standardization, normalization, clustering, modeling, scoring, validation
Strong knowledge of relational databases.
Strong Knowledge of Python, R, and SQL.
Strong knowledge of distributed systems configuration and production maintenance.
Understanding of ETL engineering and tools so you can interface with data teams.
Understanding of data design principles across multiple different storage systems.
Working knowledge of AWS.
Parsing and manipulating a variety of different datasets and formats with glue magic
Self Starter with the ability to distill ambiguity into working results
You want autonomy and are willing to take responsibility
You iterate quickly and are a continuous learner and are comfortable in a face-paced environment
Good communicator and willing to work cross-functionally with other engineering teams across the organization
Strong problem-solving skills and the ability to work effectively in a team.
What You Can Expect
Compensation: The base salary for this position ranges from $136,000 to $178,000 annually, depending on your location, experience, and qualifications. Additional compensation offerings include company profit-sharing bonus program, communication stipends, and referral bonuses.
Inclusive benefits package offering:
Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company paid access to Galileo for virtual primary care and Rula for virtual mental health resources.
Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
Career and skill development resources to help advance your career and personal growth.
A mission-driven environment where your work makes a measurable impact on the real estate industry.
What We Value
Wherever it Leads, Whatever it Takes - No matter how remote, complex, or unexpected. Our commitment never wavers.
Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.
Lift others up - We lead with empathy and strive to improve the lives of those around us.
Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.
Raise the bar - We don't settle for industry standards, we redefine them.
About Us
Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001.
Clear Capital is an equal-opportunity employer.
To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
Auto-ApplyRemote CPA/Tax Preparer
Remote or Phoenix, AZ job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Tired of the CPA tax season grind? Empower's Personal Wealth business is growing and we are hiring a new Tax Planning Specialist who can help our Empower Personal Wealth clients navigate their tax planning considerations.
The Tax Specialist will collaborate with team members to review current and prospective client tax situations and consult directly with Advisors and clients around tax projections and strategies. This opportunity allows you to move beyond preparing tax returns and engage with clients to proactively manage their financial lives in a thoughtful and tax efficient manner.
Help clients better understand their current tax situation and the planning opportunities that can create efficiencies.
Empower clients to make informed decisions with their tax planning considerations.
Work with other internal Planning Specialists on tax, wealth transfer matters, charitable giving, and extensive one-off unique transaction strategies (i.e Real Estate and Stock option projections)
Stay up to date on tax law changes and communicate the effects to advisors and clients.
Active CPA license required
~4+ years of high net worth (HNW) experience
~ Experience with tax planning technologies
~ Proficiency in MS Excel and Word and BNA Income Tax Planner
~ Master's Degree in taxation tax a plus
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
12-09-2025 Want the latest money news and views shaping how we live, work and play? Remote - Nationwide
Part-Time PM Customer Retention Representative (Remote)
Remote or McKinney, TX job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Nonqualified Deferred Compensation Plan Communications Consultant
Remote job
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Section 1: Position Summary
As a Nonqualified Deferred Compensation Communications Consultant, you are passionate about educating and clearly communicating the benefits of nonqualified retirement plans. You thrive on communicating complex and challenging information in a simple to understand, straightforward manner. You write to inspire positive retirement plan behavior (enrolling, saving more, etc.) that leads to plan understanding, appreciation, and engagement.
In this position, you will be responsible for creating and executing customized, targeted communication campaigns that enhance the overall participant experience and achieve measurable business objectives. Objectives may include enhancing plan knowledge and appreciation, increasing participation and contribution rates, clarifying NQDC distribution rules and strategies, and product rollouts. The NQDC Communication Consultant works to support all NQ plans, including Newport and institutional partners.
Section 2: Job Functions, Essential Duties and Responsibilities
Research, design, write, and edit NQDC communications programs, using a multi-media approach, i.e., email, print, digital, face-to-face, etc.
Partner with Marketing to create global education materials used by NQDC plans.
Support our NQ institutional partners in terms of participant communications including core educational materials, client-specific requests, and special projects/request.
Create customized targeted communication campaigns for clients based upon their goals and objectives. This includes identifying measurable goals and results for each campaign.
Engage with the product and compliance teams to ensure materials are accurate and approved for use with participants.
Proactively recommend new communication initiatives based on marketplace observations, participant, and client needs.
Travel:
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
None
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree in Communications, English, Business Administration, Marketing or related field.
At least seven (7) years experience in the retirement plan (preferably NQDC) or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines including participant communications programs.
Strong attention to detail and experience proofreading and editing.
Strong PC skills, including MS Suite (advanced PowerPoint), Adobe, Illustrator, and Brainshark.
Excellent writing and creative skills.
Knowledge of graphic identity standards.
Problem solving skills: Must be proactive and resourceful and able to exercise sound judgment.
Interpersonal skills: Works well with others; able to work as a team member and interact effectively with all levels of employees including senior executives.
Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure.
Knowledge of current issues and marketplace trends.
High degree of personal initiative, dedication, and commitment to making the client's initiative successful and of the highest quality. Must have the ability to accept responsibility for every aspect of assigned work.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplySenior Employee Education Consultant
Remote job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Who We Are
Newport, an Ascensus Company, helps companies offer their associates a more secure financial future through retirement plans, insurance, and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary: The Senior Education Consultant is responsible for providing “best in class” communications and education support for Newport's retirement and executive benefit plan clients and their employees. In this position, the senior consultant will be responsible for supporting some of our largest and most high-profile clients. The senior consultant will collaborate with client service teams to create and execute education initiatives that enhance the overall client experience and achieve measurable business objectives. Objectives include understanding client needs, identifying participant behaviors, and the appropriate application of resources. The Senior Communications Consultant will participate in finals presentations, plan implementations and enrollments, annual plan reviews, and deliver participant education and open enrollment sessions.
**This position will be supporting our Central and Mountian Time Zone clients. The position may be remotely located. The selected candidate must be able to work Central and Mountain Time Zone hours and travel to clients in the area (for in-person meetings/presentations)**
What You Will Do:
Research, design, write, and edit client communications programs, using a multi-media approach, i.e., print, electronic, in-person, etc.
Participate in on-site client and participant presentations, including sales presentations, annual plan reviews, and participant education meetings.
Partner with other departments to develop and deliver various types of communications.
Identifying measurable goals and work with management to track and report results for education and communication campaigns.
Drive client follow-up on a regular basis, working in collaboration with Newport's client service teams.
Proactively recommend new communication and education initiatives based on marketplace observations, participants, and client needs.
Effectively communicates with individuals at all levels within the organization.
Meets competing deadlines in a very fast-paced, dynamic, and demanding environment with a high degree of urgency and accuracy.
Focuses on learning in everyday activities and events.
Collaborates with and openly shares knowledge with colleagues.
Regular, reliable, and punctual attendance.
Required Education, Experience and Certificates, Licenses, Registrations
Bachelor's degree in Communications, English, Business Administration, Marketing or a related field.
Ideal candidates will have between 5-7 years of experience in the retirement plan or benefits consulting marketplace, with demonstrated expertise across various marketing disciplines, including client communications programs.
Strong attention to detail and experience in proofreading and editing.
Strong PC skills, including Word, Excel, PowerPoint, and Brainshark.
Excellent writing and creative skills.
Knowledge of graphic identity standards.
Strong presentation skills: Able to effectively communicate, both verbally and in writing, the value of products, services, and complex ideas to key audiences.
Strong project management skills: Able to develop and execute project plans. Manage multiple assignments at a time and work well under pressure.
Knowledge of current issues and marketplace trends.
Competencies
Analytical
Builds Collaborative Relationships
Commitment to Excellence
Customer Oriented
Detail Oriented
Excellent Verbal and Written Communication Skills
Fostering Teamwork
Information Seeker
Integrity
Judgement
Networking Skills
Planning and Organizing
Problem Solver
TRAVEL: Up to 60% (Will depend upon Client needs for in-person or virtual presentations)
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyEnrolled Actuary
Remote job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Job Description
Section 1: Position Summary
High level review to ensure quality of client deliverables including research of pension law and regulations. Responsible for ensuring service standards remain in alignment with the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit, Cash Balance plans and DB/DC Combo plans.
Section 2: Job Functions, Essential Duties and Responsibilities
Review, prepare and/or certify client projects and ensure accurate client deliverables including:
- Actuarial valuations and reports
- Benefit statements
- Plan documents, amendments, employee communications (SPDs, etc.)
- Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
- IRS determination filings and PBGC (Form 500 series) termination submissions
- ASC 715/960
- Perform and review combined plan non-discrimination testing
Answer technical questions posed by staff
Research the Internal Revenue Code and other technical resources to resolve client issues
Provide technical training for staff
Provide back up to other teams as necessary
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree in actuarial science, math or math related field
Enrolled Actuary designation with 5 years industry experience
Advanced understanding of:
- Pension law
- Plan documents and IRS favorable determination letters
- Actuarial valuations and software systems
Excellent technical/analytical skills
Ability to research technical issues
Ability to explain technical issues to all levels of associates
Good verbal and written communication skills
Demonstrated expertise with Microsoft Office, particularly Excel applications
Demonstrated expertise with industry recognized pension valuation software
Detail and accuracy oriented
Good time management skills
Team Player
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyManager, Workday HR Admin & Product Owner (Remote)
Remote or McKinney, TX job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Manager, Workday HR Admin & Product Owner? Globe Life is looking for a Manager, Workday HR Admin & Product Owner to join the team!
In this role, you will serve as a key strategic business leader at the intersection of HR process, people, and technology - driving innovation, efficiency, and excellence in our people systems. This role will partner with business leaders and IT to enhance the vision for Workday's HCM functionality, ensuring workflows align with business objectives, meet compliance requirements, and deliver excellent employee experience. Acting as the voice of the customer within HR Technology as the Product Owner, the Manager will collaborate closely with HR leaders, IT technical teams, and stakeholders to translate strategic priorities into scalable Workday solutions that enable data-driven decisions and operational success.
As the Manager of the HR Admin team, this role will lead and develop Workday administrators, each specializing in specific workstreams such as Core HCM, Compensation, Benefits, Learning, Talent, and Payroll. The Manager will oversee productivity, ensuring their collective work aligns to a unified product vision and consistently delivers value-driven support to the organization.
This is a remote / work-from-home position.
What You Will Do:
* Product Owner Responsibilities:
* Own and prioritize the product backlog for Workday HCM features based on business value, stakeholder feedback, and technical dependencies.
* Translate business requirements into detailed user stories with clear acceptance criteria and definition of final deliverables.
* Collaborate directly with development and configuration teams to ensure user stories are well-defined and actionable.
* Facilitate sprint planning, backlog refinement, and sprint reviews to maintain development velocity and quality.
* Conduct regular stakeholder demos and gather feedback to validate deliverables and inform backlog priorities.
* Make tactical product decisions within the established product roadmap and strategy.
* Coordinate user acceptance testing and validate that delivered features meet acceptance criteria.
* Manage release coordination with IT teams to ensure proper testing and deployment processes.
* Serve as the primary point of contact between HR stakeholders and the technical delivery team.
* People Leadership Responsibilities:
* Lead and develop a team of Workday HR administrators across Core HCM, Compensation, Benefits, Talent, Learning, and Payroll modules.
* Set clear performance expectations and provide regular coaching and feedback to team members.
* Conduct performance reviews and create individual development plans aligned with career growth objectives.
* Foster cross-functional collaboration and knowledge sharing among team members to build expertise across modules.
* Ensure team adherence to governance standards, security protocols, and best practices.
* Manage team capacity and workload distribution to optimize delivery and prevent burnout.
* Recruit, onboard, and retain top talent for the Workday administration team.
What You Can Bring:
* Bachelor's degree in business administration, computer science, or related field.
* 3-5 years Workday HCM experience with hands-on configuration and administration.
* 2-3 years of leadership experience with technical or HR teams.
* Workday certification, preferred.
* Knowledge of employee lifecycle, compensation planning, benefits administration, talent management, and payroll operations.
* Knowledge of data privacy, compliance requirements, and security protocols.
* Understanding of Workday APIs, data flows, integration requirements, and system architecture principles.
* Scrum, sprint planning, backlog management, and user story writing.
* Able to translate business needs into technical language and specifications.
* Relationship and expectation management across multiple departments.
* Able to balance competing priorities based on business value, technical constraints, and stakeholder priorities.
* Understanding of UAT processes and validation of acceptance criteria.
* Understanding of HR processes and compliance requirements.
* Experience creating clear requirements, process maps, and decision logs.
* Able to translate between technical and business stakeholders.
* Successful record of leading teams through system updates and process improvements.
* Development of team members' technical, professional, and specialized functional skills.
* Able to facilitate successful cross-training programs.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work designated hours based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Strategic Business Consultant, Retirement Sales
Remote job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
Delivery of customized book of business reporting to create efficiencies for your advisors
Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
Deep knowledge of the retirement plan industry, 7+ years' experience preferred
Demonstrated ability to build and manage relationships
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required
Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplySr Billing Specialist
Remote job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans.
Essential Duties and Responsibilities:
• Perform monthly audits of all asset and non-asset-based invoices for accuracy and completeness.
• Reconcile fees for asset and non-asset-based plans to those fees listed in the service agreements.
• Prepare fee processing requests based on service and compensation agreement terms.
• Handle special invoice and manual invoice requests.
• Prepare and review partner level invoice (s), if applicable.
• Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees.
• Process internal conversions.
• Prepare monthly wire and quarterly plan receivable reconciliations, if applicable.
• Reconcile final payments prior to plan liquidations.
• Request termination refunds.
• Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests.
• Assist with updating address/phone changes, update billing systems as needed.
• Create and maintain documents/procedures as needed to meet Sarbanes - Oxley requirements.
• Perform other duties and special projects as assigned by management.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Minimum Requirements:
· Bachelor's degree in accounting/finance or equivalent combination of training and experience preferred.
· 3-5 years' experience with PC's and MS Office software applications
· Experience with AS400 and Oracle is preferred but not required
· Detail oriented with strong organizational and time management skills.
· Strong written and verbal communication skills
· Strong interpersonal skills with internal and external clients
· Ability to handle multiple priorities and meet deadlines
· Ability to work independently as well as with a team in a fast-paced environment.
· Basic understanding of auditing concepts, account reconciliation skills and math skills.
· Proven problem-solving skills, along with an ability to quickly comprehend and analyze data.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyPlan Administrator
Remote job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Job Summary: NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients' corporate non-qualified plans.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions
.
Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
Facilitate daily transactional activity with the Trustee and trading desk.
Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience.
2+ years' experience working in a related position in the retirement services sector.
Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations.
Preferred (but not required) education or skills for this role
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Competencies
Analytical
Avid Leaner
Detail oriented
excellent verbal and written communication skills
Planning and organizing
resourceful
team plalyer
Time Management
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyRemote Entry Level Leadership Role
Remote or Houston, TX job
HIRING REMOTE (NOT HIRING IN CA, MN, NY)
The Zuzick Organization of Globe Life is New England's premier company for protecting working families assets with benefits. We were awarded one of New England Best Places to work, #1 in our category for 2024 and 2025. Globe Life is one of the largest benefits companies in the country. We have over 17 million policyholders with over 192 Billion dollars of insurance in force. We're the official Insurance company of the Dallas Cowboys, Los Angeles Lakers and have the naming rights to last year's World Series Champs, the Texas Rangers, ballpark GLOBE LIFE FIELD. We'll make sure you have the tools and training to excel your career into leadership. Do you want to protect families and and make a difference? If you're a competitive person, seeking an increased work-life balance and greater earning potential then we want to talk to you! The first year average income is between $85,000 - $100,000K
Job Benefits:
REMOTE (ALL MEETINGS WITH CLIENTS ARE DONE OVER ZOOM)
CULTURE: Like minded professionals make a fun an enjoyable work environment
LIFETIME RESIDUAL INCOME, LIFETIME RENEWALS, LIFETIME ROYALTIES
Advancement opportunities, We promote only from within
Company Generated Leads
Professional Coaching and Mentorship
Merit Based Career Advancement
Direct Deposit WEEKLY or NEXT DAY PAY!
Annual Awards Trips to Exotic Locations. Prior years have been Portugal, Puerto Rico, Cancun and HAWAII
Job Requirements:
A Passion for Helping People
High Personal Integrity and Character
Work Ethic, Self-Motivation, and a Desire to Succeed
Excellent Communication Skills
Coachable and Accountable Team Player
Making contacts via phone and networking
Passion for people and developing relationships
Outstanding customer service skills
Goal-oriented with a focus on achieving success
Excellent time management and organizational skills
Immediate interviews! If you feel you could be a good fit for our team, send us your resume and we will call you back ASAP and set up an interview!
Auto-ApplyPart-Time Insurance Verification Specialist (Remote)
Remote or McKinney, TX job
Primary Duties & Responsibilities At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
* Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
* Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
* Clearly explain the application process to potential customers.
* Accurately complete additional paperwork as needed.
* Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
* Transfer calls to the appropriate department as needed.
* Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
* Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc.
What You Can Bring:
* Minimum typing requirement of 35 wpm.
* Bilingual English and Spanish preferred
* Superior customer service skills required - friendly, efficient, good listener.
* Proficient use of the computer, keyboard functions, and Microsoft Office.
* Ability to multitask and work under pressure.
* Knowledge of medical terminology and spelling is a plus.
* Excellent organization and time management skills.
* Must be detail-oriented.
* Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Location: McKinney, Texas
Senior DevOps Engineer
Remote Clear Capital job
The DevOps team at Clear Capital is responsible for building and maintaining our AWS cloud infrastructure, which powers our own SaaS applications, data and analytics products, machine learning models, and more. We foster a culture of learning and collaboration, operating under the philosophy that the best idea, not the loudest voice or biggest title, “wins.”
We are seeking a DevOps Engineer with strong Site Reliability Engineering principles to take ownership of our application observability stack, centered around Sumo Logic in AWS. This role will ensure our platforms emit the right telemetry-logs, metrics, traces, events-and will design modern dashboards, alerts, and analytics that are intuitive and actionable for engineering and non-DevOps teams alike.
You will focus on making our systems measurable, reliable, and transparent, enabling faster troubleshooting, data-driven decision-making, and proactive operations across our cloud services.
What You Will Work On
Own and lead the architecture, administration, and evolution of Sumo Logic in AWS across multiple application stacks.
Collaborate with application teams to ensure complete, consistent, structured telemetry.
Build alerts and dashboards for teams across all of Clear Capital Engineering.
Push automation and Infrastructure-as-Code for observability resources.
Who We Are Looking For
5+ years of cloud operations experience; with focus on monitoring and alerting.
Expertise in AWS: Cloudwatch, CloudTrail, IAM, EKS, EC2, Lambda, RDS, Redshift, S3, Glue, Networking.
Proficiency with Terraform, git
Familiarity with SRE methodologies: monitoring philosophies, SLIs/SLOs, incident response, postmortems.
Familiarity with Java and Python, and the supporting ecosystems.
Experience migrating telemetry tools, or building observability from scratch.
Experience guiding adoption of OpenTelemetry: Developers, Product Owners, C-suite.
Strong communication skills: translating technical data into meaningful visibility for product, support, and engineering.
What You Can Expect
Compensation: The base salary for this position ranges from $115,000 to $157,500 annually, depending on your location, experience, and qualifications. Additional compensation offerings include company profit-sharing bonus program, communication stipends, and referral bonuses.
Inclusive benefits package offering:
Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company paid access to Galileo for virtual primary care and Rula for virtual mental health resources.
Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
Career and skill development resources to help advance your career and personal growth.
A mission-driven environment where your work makes a measurable impact on the real estate industry.
What We Value
Wherever it Leads, Whatever it Takes - No matter how remote, complex, or unexpected. Our commitment never wavers.
Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.
Lift others up - We lead with empathy and strive to improve the lives of those around us.
Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.
Raise the bar - We don't settle for industry standards, we redefine them.
About Us
Our story began in the mountain town of Truckee, California more than 20 years ago, when we pioneered simple, web-based valuation technology solutions for an industry that relied on paper. Today, we've grown one of the highest-coverage networks of real estate professionals across the country. As we continue our journey to modernize valuation, we'll hold on to our promise from day one: to go wherever it leads and do whatever it takes to serve our customers with remarkable technology and uncompromising service.
Clear Capital is an equal-opportunity employer.
To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
Auto-ApplyRemote Retirement Plan Compliance Analyst
Remote or Philadelphia, PA job
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
*We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
Ability to successfully complete and support the work outlined for the Compliance Associate roles
Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
Supports DOL, IRS, and Large plan audits
Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
Is responsible for plan administration, compliance and testing for identified blocks of business
Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
Prepares annual valuation and compliance reports for Clients
Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
Supports and completes assigned quality assurance reviews
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree preferred
3 to 8+ years of hands-on Retirement plan testing experience will be considered
Experience doing Employer Calculations
Must have experience with 5500's and other relevant documents
Experience with cash basis and/or trust accounting
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytical and problem-solving skills
Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
QKA designation preferred but not required
Involvement or work towards associates QPA designation preferred
Prior experience with plan administration software, i.e. FT Williams or ASC preferred.
The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits
.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyManager, Regulatory Compliance (Remote)
Remote or McKinney, TX job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Manager, Regulatory Compliance? Globe Life is looking for a Manager, Regulatory Compliance to join the team!
In this role, you will be responsible for managing the compliance team. The Manager ensures that project and department milestones and goals are met while adhering to approved budgets. They are also responsible for leadership and team development, ensuring staff are educated on all current DOJ standards and trained to adapt to the evolving regulatory environment.
This is a remote / work-from-home position.
What You Will Do:
* Train the team on the value and implementation of the compliance framework and practices for risk assessment and policy development.
* Monitor both progress and performance of senior and junior compliance analysts to formulate any needed recommendations for improvements.
* Track team velocity progression and provide leadership insights.
* Prepare and present compliance program analysis for inclusion in Senior Level reporting.
* Organize, lead, and direct cross-functional meetings that advise and facilitate the navigation of extenuating circumstances and business complexities.
* Develop and execute enterprise-wide compliance strategies with support from the Senior Director of Regulatory Compliance.
* Manage (internal) regulatory relationships and interactions.
* Provide guidance on complex compliance matters to the team and stakeholders.
* Mentor and coach junior compliance team members.
* Implement changes to compliance processes due to new or amended regulations.
* Utilize established internal controls and auditing systems to identify, detect, and correct noncompliance.
* Prepare and update communication materials.
* Assist with training initiatives that educate stakeholders about compliance requirements.
* Assess current projects for complexity and highest priority, managing multiple when necessary.
What You Can Bring:
* Bachelor's degree in business, finance, or related field.
* 7+ years of experience in the compliance field, preferably within the life insurance industry.
* 3+ years of experience as a people leader or in an SME/mentoring role.
* Advanced Compliance Certifications preferred (CCEP, ISO 37301, FLMI, AIRC, ACAMS, etc.).
* Extensive knowledge of regulatory frameworks, industry trends, and best practices.
* Proven leadership and project management skills.
* Strong people leading and development skills.
* Strong interpersonal and stakeholder influencing skills.
* Excellent communication and collaboration skills.
* Ability to present information with confidence and clarity for Senior Management and Board-level reporting.
* Utilize strong observation, analytical, and problem-solving skills.
* Commercially savvy with the ability to exercise discretion with respect to highly confidential/sensitive information.
* Ability to exhibit integrity, ethical standards, and sound judgment.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Retirement Service Consultant
Las Vegas, NV job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)
Position Purpose:
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.
We are hiring entry level through senior level associates so all experience levels are encouraged to apply.
Essential Duties and Responsibilities:
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings
* Consistently provide a high level of consultative proactive client service in a professional manner.
* Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues.
* Ensure inquires and issues are resolved and service levels are met.
* Provide thorough, high quality research, problem solving and issue resolution
* Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
* Participates in creating a strategy with Relationship manger to ensure client retention.
* Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy.
* Assist in the management of vendor relationships on behalf of clients and partner.
* Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager.
* Achieve individual and team goals for service levels, growth and retention for assigned book of business.
* Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk.
* Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients.
* Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience.
* Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
* Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
* Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
* Educate client regarding plan features, product capabilities or Ascensus functionality and process.
* Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
* Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.
* Provide training to members of team as opportunities arise.
* Perform other duties and participate in or lead special projects as assigned.
Minimum Requirements:
* Bachelor's degree or equivalent work experience.
* Direct client experience and Retirement Services industry experience or thorough knowledge preferred
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
* Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
* Excellent presentation skills, business etiquette, client service skills and time management.
* Demonstrated professionalism in all aspects of the role.
* Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
* Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
* Excellent analytical and problem resolution skills.
* Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
* Ability to work in a team environment to ensure common goal of providing exceptional client service.
* Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.
* Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
* Ability to work extended hours to meet business needs as required.
* Quality focus with attention to detail.
* Handle other essential tasks as assigned.
The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Sales Engineer
Remote Clear Capital job
As a Sales Engineer at Clear Capital, you'll partner with our Sales team to support customers throughout the technical side of the sales process. You'll help showcase our products, answer technical questions, and make sure customers feel confident in how Clear Capital can support their goals.
This is a great role for someone looking to build a career in technical sales. You'll gain exposure to our products, work directly with customers, and develop the skills to eventually own full technical leadership of the sales cycle.
What You Will Work On
Customer Support in Sales Meetings - Join Sales on customer calls, listen to their needs, and help answer technical questions.
Product Demonstrations - Assist with preparing and delivering demos that highlight Clear Capital's products and solutions.
Integration Assistance - Work with Sales and Customer Success to gather technical requirements and track progress toward implementation.
Learning Our Products - Build expertise in property data, valuation tools, and Clear Capital's APIs so you can support customer conversations.
Industry Familiarity - Stay aware of trends in real estate, mortgage, and property data to better understand customer needs.
Collaboration - Partner with Product, Engineering, and Customer Success to ensure smooth handoffs and customer satisfaction.
Who We Are Looking For
Curious, eager to learn, and motivated to grow in technical sales.
Comfortable speaking with both business and technical audiences.
Professional, organized, and proactive in supporting teammates and customers.
Interested in mortgage, real estate, data, or financial technology.
Positive, customer-focused, and persistent in finding solutions.
Bonus: Experience with Salesforce, APIs, or mortgage/real estate systems.
What You Can Expect
Compensation: The base salary for this position ranges from $74,000- $90,500 annually, depending on your location, experience, and qualifications. Additional compensation offerings include a company profit-sharing bonus program, communication stipends, and referral bonuses.
Inclusive benefits package offering:
Comprehensive medical, dental, and company paid vision insurance, 401(k) retirement plan with employer match, voluntary life and AD&D insurance options, voluntary supplemental insurances for accident, critical illness, and legal services, paid time off (PTO) and paid holidays, employee assistance and wellness programs, company paid short term disability coverage, company contributions to health saving funds (with participation in the high deductible health plan. We offer company-paid access to Galileo for virtual primary care and Rula for virtual mental health resources.
Through our Anniversary Program, we celebrate the meaningful milestones and long tenure that reflect how much we value your contributions and commitment to our team.
Career and skill development resources to help advance your career and personal growth.
A mission-driven environment where your work makes a measurable impact on the real estate industry.
What We Value
Wherever it Leads, Whatever it Takes - No matter how remote, complex, or unexpected. Our commitment never wavers.
Hire NICE people - Skills can be taught but character shines through. We seek those who bring integrity, kindness, and grit.
Lift others up - We lead with empathy and strive to improve the lives of those around us.
Sweat the details - Excellence lives in the little things. Getting it just so is how we make a big impact.
Raise the bar - We don't settle for industry standards, we redefine them.
About Us
Clear Capital is a national real estate analytics, data solutions and valuation technology company with a simple purpose: to build confidence in real estate decisions to strengthen communities and improve lives. Our goal is to provide customers with a complete understanding of nearly every U.S. property through our AI-driven analytics, data solutions, valuation services and automated appraisal review platforms. Our commitment to excellence - wherever it leads, whatever it takes - is embodied by our team members across our brands and has remained steadfast in this pursuit since our first order in 2001.
Clear Capital is an equal-opportunity employer.
To all recruitment agencies: Clear Capital does not accept agency resumes. Please do not forward resumes to our jobs alias, Clear Capital employees, or any other company location. Clear Capital is not responsible for any fees related to unsolicited resumes.
Auto-ApplyRegional Investment Consultant- RIA & Regional Banks- Southeast
Remote or Baltimore, MD job
External Description:
Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (i.e., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to build TRP awareness and increase product share.
In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization.
Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an assigned geographical territory.
Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business/market environment.
Ensures high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.
Responsible for compliance with T. Rowe Price sales policies and programs.
Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF).
Develops annual business plan for the territory and monitors progress.
Coaches and mentors Internal Sales staff.
Responsibilities
Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional banks in a defined region/territory.
Uses extensive industry experience to sell the organization's products and/or services to clients whose business has a significant impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Responsible for new business development by identifying and qualifying prospects or by cross selling to existing accounts.
Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for top tier clients.
Aligns T. Rowe Price (TRP) resources (senior management, investment professional access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction.
Develops a “trusted advisor” relationship as a client consultant and influences firms to adopt recommended and customized solutions to address their needs and generate account growth.
Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
Analyzes and leverages industry data and market trends in partnership with business leaders to understand sales issues, gaps in products and services, and to keep up to date on sales/relationship best practices for improved performance.
Qualifications
Required:
College degree and 7+ years of related work experience
FINRA Series 7, 66 licenses
Superior communication/presentation skills
Advanced investment and capital markets knowledge
Advanced relationship management/sales skills
Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally.
Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles.
Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities.
Consultative selling skills
Able to apply a systemic approach to problem solving and effectively use data and analytical tools.
Able to exert a high level of energy on activities that produce sales results.
Able to approach work in a clear goal-oriented way.
Able to work collaboratively and excel in a team-oriented environment.
Ability to act as ambassador for T. Rowe Price
Ability to travel extensively.
Preferred:
External sales or client management experience in financial services industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales)
Experience in the RIA and Regional Bank (Bank Trust) channels and understanding of advisory platforms.
Working knowledge of alternative products and platforms
Professional designations such as CFA, CFP, CIMA, or MBA
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Regional Investment Consultant- RIA & Regional Banks- Southeast
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Strategic Sales Manager - MLS Partnerships
Remote Clear Capital job
CubiCasa is looking for a positive and energetic Strategic Sales Manager - MLS Partnerships to join our sales team to be responsible for generating leads and personally meeting sales goals specific to onboarding new customers to use our real estate prop technology. Duties will include sales presentations and product demonstrations, as well as selling products and negotiating contracts with potential clients.
We are in a high growth state, so this is a fast-paced sales role that will be a fit for passionate and seasoned sales professionals.
In order to be successful in this role, you will need to have a strong background in real estate and real estate technology. A deep understanding of the sales process and dynamics, and superb interpersonal skills at the executive level. Previous experience in a sales role is required.
Currently, we are welcoming applications from candidates residing in the following states: Florida, Alabama, California, Michigan, Minnesota, Nevada, Illinois, North Carolina, Washington, Missouri, Virginia and MississippiWhat You Will Do
Identify, create, develop and manage opportunities in the sales pipelines and sales management platform to achieve sales targets and goals. Identify emerging markets to find new sales opportunities; Define and execute territory sales plans. Research relevant sales targets (verticals, customer segments, etc.) and gather key lead information.
Operate as a trusted advisor to customers or potential customers; develop and maintain strategic working relationships with senior leadership, including those at the executive level. Utilize long term vision, strategy and roadmaps to generate and maintain a constant pipeline.
Develop the closing plan and strategy for accounts with key influencers within the account; lead negotiation and contracting process to ensure deal is closed on time, as forecasted.
Comprehensive understanding of best practices and market trends to proactively educate and influence key executives on future business and technical needs; pursue opportunities for company expansion and integration.
Utilize our CRM/performance management tools to ensure accurate forecasts and develop plans to meet/exceed monthly metrics.
Assist in determining pricing schedules for quotes, promotions, and negotiations.
Preparing weekly and monthly reports, reporting those statistics in team meetings.
Giving sales presentations to a range of prospective clients.
Coordinating sales efforts with marketing programs.
Determine new ways to make products appealing by observing the environment and current trends. Create & execute outbound prospecting campaigns
Visiting existing clients and potential clients to evaluate needs or promote products and services.
Representing the company and generating leads by speaking to our product capabilities at trade exhibitions and conferences.
Become an expert in our product offerings and serve as a go-to source for clients who want more information concerning our products. This may consist of answering client questions about credit terms, products, prices, and availability.
Who You Are
Minimum 3+ total years of relevant sales experience, preferably in real estate technology or software sales roles. Experience should include owning a multi-stakeholder sales cycle and working in partnership with senior level stakeholders.
High comfort level within a startup environment, including an innate sense of urgency, agility, flexibility and an expectation of ambiguity
Proven success closing large, complex sales or strategic partnerships in a startup environment
Experience selling SaaS products is encouraged
A commitment to excellent customer service.
Excellent communication and listening skills. ability to manage and execute all phases of the sales processes, with diligent follow up while strategically leveraging necessary support, needed for success
Superb interpersonal skills, including the ability to quickly build rapport with customers.
Able to work comfortably in a fast paced environment.
What You Can Expect
Compensation: The base salary for this position ranges from $67,000 - $96,000 base salary, with an on-target bonus up to $40,000 (OTE up to $136,000), depending on your location, experience, and qualifications.
Inclusive benefits package offerings 401k plans and customizable benefits including dental, vision, medical, etc. for you and your dependents.
An innovative culture that understands the importance of quality of work over quantity.
Company supported and employee-driven ambassador groups that promote diversity, working on a hybrid schedule and philanthropy.
Learning and development programs to help advance your career and personal growth.
What We Value
Lead with Collaboration! - Great ideas come from open discussion and teamwork.
Excellence in Simplicity! - Empowering real estate pros with fast, easy floor plans.
Relentless Growth! - Scaling innovation with over 1.2 million floor plans and 35,000+ partners.
Customers First, Always! - Listening, evolving, and delivering top-tier support.
CubiCasa is developing the most scalable way to acquire property interior data. How do we do it? We help real estate photographers and realtors to capture floor plans of properties with our easy-to-use mobile app. Since 2015, we have delivered more than 3,000,000 floor plans to thousands of companies.
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