Financial Consultant
Equitable Job In Philadelphia, PA Or Remote
We are looking for individuals that are looking to return to the workforce in a career in financial planning
as a Financial Professional
We know that returning to the workforce can be challenging and a bit frustrating at times, which is why we are so focused on hiring you.
When returning to the workforce for the first time, stability, financial freedom, and building a skillset through training and development are the most important factors that job seekers look for when searching for their ideal job. Many individuals returning to the workforce discover that it is difficult to find a position that provides all of these things.
Which is why we are motivated to offer the financial professional career to individuals like you. We are committed to providing our Financial Professionals the opportunity to build their own business and financial success potential by helping individuals and families make strong financial decisions to impact their future positively.
Experience we are looking for
Career break
2-5+ years of professional experience prior to career break
A four-year college degree
is preferred but not required
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
Benefits of working with us
Compensation you control and a complete benefits package
Personalized and comprehensive training and support in all areas important to building your business
Sponsorship as well as coaching to obtain the licensing required for hire
Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus
Ability to work jointly with senior joint-work partners and to be coached by top performers
Advancement and management opportunities
A work-life balance and access to a full suite of remote-work technology solutions
The value you will provide
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives
Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
Contact clients periodically to determine if there have been changes in their financial status
Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
Sell financial products and services including life insurance, annuities and investment options
Career opportunities are with Equitable Advisors, LLC (NY, NY ************* member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V. GE-3702686 (08/21) (Exp.08/23)
Equitable Life is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
Strategic Modeling Actuary, Inforce Optimization IR
Equitable Job In New York Or Remote
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Individual Retirement designs and distributes annuity products to help individuals accumulate wealth and prepare for the income they will need in retirement. With more than 900,000 active variable annuity policies, Equitable is one of the leading providers in this important asset class.
Individual Retirement operates on four key pillars:
Amplify engagement
Expand digital capabilities
Maximize product offerings
Leverage New Ways Of Working
The Inforce Optimization Team seeks to enable Equitable to pursue new opportunities by unlocking the capital supporting the Inforce portfolio through innovative solutions. The Team is responsible for designing, developing, and executing initiatives to optimize client outcomes and extract additional value from the inforce portfolio.
Equitable is seeking a Strategic Modeling Actuary supporting Inforce Optimization to join our Individual Retirement team. This role will be a critical team member of the Inforce Optimization Team. They will collaborate with Team members to help achieve Team missions under a test-and-learn culture that entails Minimal Viable Product delivery, innovation, frequent engagement with customers and stakeholders, and continuous iteration. This is a Flexible/Hybrid position with a blend of in-person and remote work schedule out of our Charlotte, NC or New York City office.
Key Job Responsibilities
Characterize and monitor the value/risk profile of Individual Retirement Inforce and integrate insights using GGY Axis actuarial models and reports available from other areas
Provide and enhance analytics of the Inforce assets under management (AUM) in the IR portfolio
In collaboration with other Team members, ideate strategic inforce actions/initiatives/value propositions
Support initiatives related to inforce reinsurance transactions
Collaborate with Team members to help achieve Team OKRs and execute on Team Backlog by using New Ways of Working (NWOW) principles
Encourage a culture of innovation and curiosity by testing assumptions and asking insightful questions
Experiment with strategies and build hypotheses to drive strategic decision-making
The base salary range for this position is $103,000 - $153,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits\: Equitable Total Rewards Program
Required Qualifications
Bachelor's degree
FSA or ASA designation
4+ years of actuarial experience
2+ years actuarial modeling experience with variable annuity products in GGY Axis software
Knowledge of Variable Annuities and Individual Retirement products
Sound understanding of financial reporting and key metrics (STAT / GAAP/Economic)
Exceptional analytical skills with the ability to perform complex actuarial analysis independently and provide recommendations
Preferred Qualifications
Proven verbal and written communication skills along with effective presentation abilities
Self-starting with strong organization skills and the ability to manage a process and handle multiple competing priorities in a demanding environment
Ability to adopt the Agile mindset and behaviors including experimental mindset to drive innovation
Advanced proficiency using GGY Axis software (annuity module)
Ability to partner with cross functional teams including Distribution, Finance, Risk, Legal, Marketing, and IT
Understanding of the client needs, advisor incentives, and marketing practices
Skills
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Financial Risk Management: Knowledge of tools, techniques, and strategies applied in financial risk management; ability to quantify, qualify, and manage financial risk.
Insurance Products: Knowledge of insurance products, product groups and services; ability to apply the knowledge of products and services appropriately to diverse situations, including but not limited to marketing development and product consulting.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Statistics and Actuarial Modeling: Knowledge of statistical and actuarial modeling tools and techniques; ability to apply modeling processes and techniques to facilitate risk management decisions.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Community Engagement Associate
McLean, VA Job
Empower is a fast-growing, 20+ person, profitable startup that is on a mission to transform the gig economy, so that hard-working drivers can earn a sustainable living. We are seeking a highly motivated, creative, energetic, responsible, and detail-oriented Community Engagement Associate. If you want to be a member of a team that is disrupting Uber and cares about making a difference for gig economy workers, then we'd love to chat. This role is in-person only.
Role Overview:
As a Community Engagement Associate you will be responsible for helping to manage grassroot campaigns and events. You will be tasked with creating copy, reaching out to stakeholders, generating buy-in, organizing, managing, and executing events. This is an in-person role and will include a mix of marketing and field work. You will work closely with Empower's CEO and senior leadership. We're looking for a team player who is looking to make an immediate impact at a high-growth disruptive startup.
Detailed Responsibilities:
Mobilize drivers and consumers for rallies and events
Help lead event planning and grassroots organizing
Track local hearings, politicians, and events related to the DC City Council and Mayor
Assist with marketing initiatives and generating press
Create and share engaging issue focused social media content
Build and grow online communities
Candidate Requirements:
1-4 years of grassroots organizing, political campaign field work, or experience working for an elected official
Strong copywriting skills
Able to manage multiple projects at once
Comfortable dealing with press
Highly organized with a bias for action
Strong attention to detail
Ability to thrive and adapt in a fast-paced startup environment
Ability to display the utmost level of professionalism
What Do We Offer?
Competitive Compensation: $60,000 - $80,000 base salary + equity + performance based bonus + benefits
Being part of a great team to better the lives of gig workers
Access to C-Suite and other senior team members across all departments
No dull or unchallenging days
Unlimited growth potential
If you are interested in this position, please send your resume to ******************.
Marketing and Social Media Associate
McLean, VA Job
Empower is a fast-growing, ~20 person, profitable startup that is on a mission to transform the gig economy, so that hard-working drivers can earn a sustainable living. We are seeking a highly motivated, creative, energetic, responsible, and detail-oriented marketing and social media associate. If you want to be a member of a team that is disrupting Uber and cares about making a difference for gig economy workers, then we'd love to hear from you.
Role Overview:
As the Marketing and Social Media Associate you will be responsible for growing the company's social media presence and online profile. You will lead content creation and be responsible for optimizing engagement across all social media platforms. You will have access to the executive leadership team of Empower. It is expected that 20% - 40% of your time may be spent on other operational efforts, including assisting with event planning. We're looking for a team player who is looking to make an immediate impact at a high-growth disruptive startup.
Detailed Responsibilities:
Drive organic growth on social media accounts by creating, editing, posting, and engaging with content across all social media channels
Review social media channel analytics regularly to create actionable insights
Create, edit, and produce graphics, memes, and video content
Build and grow online communities
Assist with email and other non- social media marketing
Candidate Requirements:
0-3 years experience in social media focused on content creation, engagement and growth or evidence of an ability to organically grow a social media following
Strong copywriting skills
Ability to produce, edit, and publish content of various formats (video, image, and text)
Strong understanding of social media analytics
Highly organized with a bias for action
Strong attention to detail
Accountable
Ability to thrive and adapt in a fast-paced startup environment
Ability to display the utmost level of professionalism in confidential meetings.
In person in Mclean, Virginia preferred
What Do We Offer?
Competitive Compensation: $60,000 - $80,000 + equity + performance based bonus + competitive benefits
Being part of a great team to better the lives of gig workers
Exposure to C-Suite and other senior team members across all departments
No dull or unchallenging days
Opportunity for advancement and increased responsibility
At this time, we are not accepting submissions from external recruiters.
Global Financial Crimes - Change Management Officer
Baltimore, MD Job
Company Profile
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.
About Global Financial Crimes
Global Financial Crimes (GFC) coordinates day-to-day implementation of the Firm's enterprise-wide financial crime prevention efforts. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. GFC also develops and/or assists in the development of appropriate policies and procedures, including those designed to assist the business units to know their clients and conduct appropriate due diligence and to prevent, detect and report potentially suspicious activity.
Background on the Team
The GFC Change Management group is a part of the GFC Financial Crimes Risk group and is responsible for:
Driving new initiatives to control and mitigate financial crimes exposure, reduce regulatory risks, and support the Firm's business strategy
Enhancing target operating model for control processes
Developing, prioritizing, and implementing strategic enhancements to GFC technology
Driving business integrations for GFC, identifying cross-functional impacts, dependencies and tracking integrations to completion
Primary Responsibilities:
The individual will be required to:
Implement complex, strategic initiatives for GFC across Morgan Stanley regions and businesses
Partner with GFC management during business integrations to ensure processes are migrated effectively
Identify opportunities to enhance GFC processes to identify and resolve key financial crimes risks, including the KYC enhanced due diligence process.
Develop strong expertise in tools supporting GFC program
Develop project documentation (e.g., project plans, business requirements, user stories) and review related documentation (e.g., test scripts, QA results)
Drive meetings with global stakeholders to review project status and potential risks
Improve the GFC program by identifying process efficiency gains and presenting solutions to GFC and Technology management
Partner with the GFC teams, Operations, and Technology to ensure the successful execution of GFC projects
Perform post implementation reviews to identify areas for improvement and implement identified recommendations into future projects
Maintain Change Management JIRA board.
Prepare professional & engaging materials for presentation to senior management.
Identify, develop, and track key performance and key risk metrics related to Change Management.
Identify opportunities to optimize processes, and enhance efficiency, while ensuring broader functional goals are achieved.
Qualifications
What We're Looking for in You:
Have 8+ years of experience with Bank Secrecy Act (BSA)/AML regulations within the financial services industry, at a financial services regulator (e.g., Federal Reserve, Office of the Comptroller of the Currency, Securities and Exchange Commission, Financial Industry Regulatory Authority, etc.), or at a consulting firm (PwC, Ernst & Yong, etc.)
Have a 4 year college degree with outstanding academic credentials
Maintain awareness of current legislative and regulatory requirements
Have experience in performing or improving Know Your Customer Enhanced Due Diligence processes
Have an understanding of project management life cycle and Agile methodology
Have a proven ability to lead and multitask including oversight of several special projects and change initiatives related to GFC process enhancements
Have proven experience developing partnerships with and successfully coordinating across various Legal, Risk, Technology and Operations partners and stakeholders
Have excellent time management skills and ability to execute tasks within tight deadlines
Have highly effective communication skills, including excellent writing and presentation skills
Have excellent interpersonal skills necessary to work effectively with colleagues both in-person and via conference calls
Have the ability to facilitate meetings among stakeholders with diverse points of view both in-person and via conference calls
Ability to research and resolve issues independently while working across teams to acquire information
Ability to attend after hours conference calls and meetings
Be certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license - or certification within 15 months of hire
Skills Desired:
Advanced knowledge and experience using Microsoft Excel, Microsoft PowerPoint and Jira
Experience working in an Agile environment
Where You'll be Working
This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
The Baltimore office is the Firm's largest U.S. office outside of New York, with approximately 2,000 employees representing most of the Firm's Divisions.
Equal Opportunities Statement
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Maryland:
Salary range for the position: $105,000 - $170,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Registered Client Service Associate
Lutherville, MD Job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Salary range for the position: $33,280- $88,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
Deputy Chief of Staff
McLean, VA Job
Empower is a fast-growing, 20+ person, profitable startup that is on a mission to transform the gig economy, so that hard-working drivers can earn a sustainable living. We are seeking a highly motivated, polished, and detail-oriented Deputy Chief of Staff. If you want to be an integral member of a team that is disrupting Uber and cares about making a difference for gig economy workers, then we'd like to hear from you.
Role Overview:
As the Deputy COS at Empower you will work very closely with the Chief of Staff and the CEO to support the overall growth and success of Empower. You will work with various teams within the organization to ensure the CEO's vision and directives are communicated and executed effectively. You will be tasked with creating copy, project management, event management, supporting operations, and cross functional collaboration. You will work closely with Empower's CEO and senior leadership.
This is an in-person role based out of McLean, Virginia.
Detailed Responsibilities:
Craft copy for hundreds of thousands (soon millions) of users
Oversee and manage marketing material creation and distribution
Work with operations team to ensure automated drip campaign's success
Oversee aspects of customer onboarding process
Assist with the planning and execution of offline events
Assist in the hiring process by managing candidate pipelines and communication
Support the Chief of Staff in various tasks, including meeting preparation, managing the office, and managing the CEO's schedule
Take ownership of special projects assigned by the CEO or Chief of Staff
Candidate Requirements:
Bachelor's or other 4-year degree
1+ years of post college professional experience
Strong copywriting skills
Highly organized with a bias for action
Detail focused and able to manage multiple projects at once
Ability to thrive and adapt in a fast-paced startup environment
Strong communication skills
Maintain a high level of confidentiality regarding sensitive company information and executive discussions
Present yourself with the highest degree of professionalism
What Do We Offer?
Competitive Compensation: $60,000 - $80,000 base salary + equity + performance based bonus + benefits
Being part of a great team to better the lives of gig workers
Access to C-Suite and other senior team members across all departments
No dull or unchallenging days
Unlimited growth potential
At this time, we are not accepting submissions from external recruiters.
Sales Representative
Remote or Overland Park, KS Job
Salary: $60000.0 - $150000.0/year Experience: 1 Year(s) The fundamental foundation of a New York Life Insurance Agent's role is built client by client. The Agent is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected.
Adding up to a rewarding career with a company that considers, doing right by their customers is simply part of who we are... "Be Good At Life."
What is expected of our Agents?
Ability to understand the needs and financial concerns of clients.
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
Promote customized ways for clients to achieve their long-term financial goals.
Cultivating relationships, with a view to helping every family member or individual pursue financial security
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
Providing compassion and guidance to clients when unfortunate life circumstances arise.
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time.
Qualities that we look for in our Agents
Sales experience preferred - entrepreneurial mindset, no mile too far.
Strong communication skills both written and verbal.
Desire to help families and businesses to "Be Good At Life."
Strong business acumen.
Professional business demeanor.
Perseverance in the face of a challenge
Backed by 175 years of experience. It is commonly known, not all service industries are the same, more to the point not all companies are the same. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a client's life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Pay: $47,896.00 - $125,000.00 per year
Supplemental Pay:
Bonus pay
Commission pay
Benefits may include:
401(k)
AD&D insurance
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Parental leave
Tuition reimbursement
Vision insurance
Work from home
Job Type: Full-time
Schedule: Monday to Friday
License/Certification:
Insurance Producer License (must have or be able to obtain)
Life Insurance License (must have or be able to obtain)
PM24
PIb2ed6a8095cc-26***********5
Retirement Plan Advisor - Richmond
Richmond, VA Job
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
As a Retirement Plan Advisor, you will help individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. You’ll use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This Retirement Plan Advisor will work with multiple public employers around Virginia including Roanoke, Newport News, Prince William County and others. Travel to these locations will be required on a regular basis. STRONG preference for the individual to live in the Richmond area.
What you will do
Develop strategic partnerships with key contacts in each location and agencies within assigned territory
Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
Create dynamic business plan and strategy to maximize impact on participants in assigned territory
Define a variety of dynamic needs and challenges by using thoughtful analytics
Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
Satisfy service level agreements for the plan as well as achieve business results
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
2+ years related experience
Bachelor's Degree or equivalent experience
FINRA Series 6, 63, and 65 registrations (at minimum current Series 6 and 63 required for serious consideration)
Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
Strong relationship building and territory management skills
What will set you apart
Current FINRA registrations strongly preferred
Experience with retirement planning/financial planning software
Strategic thinker who can work independently
Experienced and effective public speaker
Good working knowledge of the firm's products, the defined contribution business and ERISA
#PJGOV
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. 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) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$72,900.00 - $102,900.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. 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.
Equal opportunity employer
•
Drug-free workplace
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.***
Job Posting End Date at 12:01 am on:
09-21-2024
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Workplace Flexibility: Remote - Must reside within territory
Campaign Manager
McLean, VA Job
Empower is a fast-growing, 20+ person, profitable startup that is on a mission to transform the gig economy, so that hard-working drivers can earn a sustainable living. We are seeking a highly motivated, experienced, energetic, responsible, and detail-oriented Campaign Manager. If you want to be a member of a team that is disrupting Uber and cares about making a difference for gig economy workers, then we'd love to chat. This role is in-person only.
Role Overview:
As a Campaign Manager you will be responsible for managing grassroot campaigns and events. You will be creating copy, managing stakeholders, generating buy-in, organizing, managing, and executing campaigns and events. This is an in-person role and will include a mix of political strategy and field work. You will work closely with Empower's CEO and senior leadership. We're looking for a team player who is looking to make an immediate impact at a high-growth disruptive startup.
Detailed Responsibilities:
Create and manage a campaign schedule
Mobilize drivers and consumers for rallies and events
Lead event planning and grassroots organizing
Track local hearings, politicians, and related events
Generate press
Assist with creating and sharing engaging issue focused social media content
Candidate Requirements:
4+ years of grassroots organizing, political campaign field work, or experience working for an elected official
Strong copywriting skills
Able to manage multiple projects at once
Comfortable dealing with press
Highly organized with a bias for action
Willingness to disrupt the status quo
Strong attention to detail
Ability to thrive and adapt in a fast-paced startup environment
Ability to display the utmost level of professionalism
What Do We Offer?
Competitive Compensation: $65,000 - $85,000 base salary + equity + significant performance based bonus + benefits
Being part of a great team to better the lives of gig workers
Access to C-Suite and other senior team members across all departments
No dull or unchallenging days
Unlimited growth potential
If you are interested in this position, please send your resume to ******************.
Global Financial Crimes: Monitoring & Screening (Investigations) - Deputy (Vice President)
Baltimore, MD Job
Discover your next career opportunity with Morgan Stanley, where we are committed to helping our employees build meaningful careers, and where you can learn, achieve, and grow. Across the globe, we believe our greatest asset is our people. As part of our commitment to excellence, and to you, we offer a comprehensive suite of benefits, programs, and perks. From adoption assistance benefits to Zipcar memberships, the Firm's 250+ employee programs have you covered from A to Z.
We stand for doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
About Global Financial Crimes
In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight and execution of the Firm's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs.
If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you.
Your Key Responsibilities
As an experienced Monitoring & Screening Vice President in GFC, you will:
Assist with the management and oversight of the transaction monitoring, negative news monitoring, and sanctions alert screening functions;
Provide subject matter expertise to resolve daily escalations received by geographically dispersed team leads supervising each of the above functions;
Ensure quality control standards are adhered to in coordination with GFC Quality Assurance;
Assist with ongoing training and development of team members;
Assist with compiling and reporting key performance and risk indicators to stakeholders throughout GFC, including those relevant to capacity planning;
Assist with the identification, development and implementation of strategic initiatives including policy and procedure updates, process improvements, and technology deployments; and
Partner with Firm and GFC colleagues, including Legal, Risk and Compliance, including to resolve inquiries arising from regulatory and exam inquiries.
Qualifications
What We're Looking for in You
Bachelors degree or equivalent military experience.
8+ years of relevant financial crime experience or related consulting experience with emphasis on monitoring and screening.
Strong understanding of BSA/AML concepts including sanctions programs.
Excellent communication, leadership, and presentation skills with the ability to communicate effectively through all levels of the organization.
Ability to perform analysis, identify problems, and design solutions in a collaborative manner within a fast-paced environment.
Self-motivated and independent operator with the ability and maturity to make decisions and operate in fast-paced and dynamic setting.
CAMS or equivalent AML certification/license, or ability to obtain certification within first 15 months of employment.
Where You'll be Working
This role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person.
The Baltimore office is the Firm's largest U.S. office outside of New York, with approximately 2,000 employees representing most of the Firm's Divisions.
Equal Opportunities Statement
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
Salary range for the position: $105,000 - $170,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Director (AVP), Risk Oversight & Governance
Baltimore, MD Job
We're seeking someone to join our team as a Director in Operations Risk & Regulatory Control to work in the Risk Oversight & Governance team supporting risk and regulatory initiatives. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within the Risk, Regulatory & Resilience, which performs various independent functions to ensure adequate controls are in place. We do this by providing an integrated risk and control framework to govern, assess, mitigate and manage financial and operational risk in Operations.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
* Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes
* Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues
* Coordinate work, train and develop other team members where required, including task allocation, and project contribution
* Demonstrate a good understanding of model risk issues and initiatives
* Collaborating with a wide range of senior stakeholders across the Firm on model risk governance
* Identifying and proposing enhancements to the model risk management standards
* Liaising with functional and business leaders to roll out key framework enhancements
What you'll bring to the role:
* Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
* Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
* Ability to operate independently across the majority of day-to-day responsibilities
* Culture carrier across Operations, embracing the Firm's core values and acting as a role model
* A highly motivated, energetic, and proactive individual who takes ownership of tasks and projects
* Experience in management by influence, facilitating and gaining consensus with a strong mindset of risk and controls
* Exceptional organizational skills and a high degree of attention to detail and can work independently
* At least 4 years' relevant experience would generally be expected to find the skills required for this role
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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between 79000 and 104000 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).
Capital Markets and Core Processing Associate - Wealth Management Operations
Baltimore, MD Job
We're seeking someone to join our team as a Capital Markets Core Processing Associate within Wealth Management Operations. In this role, the associate will collaborate with all processing teams within CMCP as well as interact with Technology, Operations Risk, and Finance to ensure resolution of open exceptions, accurate reporting of aged breaks, and control of intraday processing to ensure that risk is managed appropriately. Additionally, the associate will contribute towards tactical and strategic departmental projects and change initiatives.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley Baltimore, we support the Firm's global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity to move across the businesses for those who show passion and grit in their work.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
* Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
* Balance cash, currency and security activity at domestic and international clearing utilities and agent banks
* Manage daily reconciliations touching various aspects of Brokerage Transaction Lifecycles
* Support various reporting processes including Daily 15c3-3, Weekly Risk Reviews, and Monthly FOCUS
* Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
* Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output and efficiency
What you'll bring to the role:
* Firm understanding of Trade and Transfer Lifecycles including Trade Processing, Clearance, Settlement, ACATs, Asset Servicing, and Reconciliation
* Experience contributing towards or leading projects
* Experience with Automation (Particularly with tools such as Alteryx, PowerBI, UI Path, Tableau)
* Culture carrier across Operations, embracing the Firm's core values
* Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision
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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Salary range for the position: $50K-$80K/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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).
Operations Support Analyst
Baltimore, MD Job
Candidates MUST BE LOCAL TO THE BALTIMORE AREA.
.
Top 3 Skills:
- Highly proficient in MS Excel
- Strong communication skills
- Problem solving ability
Morgan Stanley Wealth Management (MSWM) Operational Risk group is responsible for overseeing the operational risk and control framework within the Wealth Management business unit. This team partners with the Business Risk and Control groups throughout the organization to implement control processes and procedures, report operational losses and reporting, manage audits and exams with Compliance and Internal Audit, organize the annual Risk and Control Self-Assessment, and coordinate new operational risk programs in partnership with the business as well as Firm Operational Risk Management.
This role will provide broad exposure to all functions and business lines within Wealth Management. The main responsibilities of this role will be to focus on mitigating risk and improving the control environment within Wealth Management. The responsibilities of the role are a combination of business as usual processes as well as discrete projects that are strategic in nature.
This role will provide broad exposure to all functions and business lines within Wealth Management. The main responsibilities of this role will be to focus on special data and analytics related project within Wealth Management Operational Risk. Specific duties within the WM Operational risk team will include:
• Work closely with Business Control groups within Wealth Management to conduct data analysis on operational incident related data - Root cause analysis, Impact analysis, etc.
• Understand the incident management framework to develop Key Risk Indicators and create automated visualization using tools like Tableau
• Conduct trainings on the developed incident reporting
• Assist with regular incident metrics and analysis for Senior Management, which allows for visibility into incident volumes, distribution by WM divisions, and incident impacts. Identify and track thematic operational risk incidents
• Review the various Operational Risk frameworks and assess integration opportunities with the Operational Risk incident management function
Desired Qualifications:
• 1+ years of Consulting, Risk management, and/or Audit experience.
• Advanced knowledge of Microsoft Office suite, emphasis on Excel and PowerPoint.
• Solid written and verbal communication skills, with the ability to work with senior stakeholders.
• Strong analytical skills. Must take a data and facts-based approach to problem solving.
• Bachelor's degree
Strong experience with Excel is a must (VLookup, Pivot Tables, etc)
Knowledge or exposure to SQL, Python, or Tableau is nice to have
Wisconsin Digital Organizers
Remote or Wisconsin Job
Empower Project is the national leader in both paid and volunteer relational organizing.
Empower Project organizes to improve people's lives using the power of relational organizing. Together with our partners, we've helped boost voter turnout, especially for BIPOC communities, through our approach of tapping into personal networks of friends and family. We provide the software and expertise to help communities, progressive organizations, and nonprofits leverage their personal relationships to build power and dramatically expand the electorate. Our cutting-edge technology, Empower, stands at the forefront of the industry and is trusted by over 1,500 organizations nationwide.
Program Overview
Our ground-breaking 2025 Paid Relational Organizing program will generate 1,200,000 relational conversations with 400,000 Wisconsin voters about the Spring 2025 state Supreme Court election.
This program will:
Initiate relational conversations with hundreds of thousands of people.
Build a rapid-response network of trusted messengers to fight back against disinformation.
Aim to engage thousands of sporadic and sometimes new voters for the upcoming election.
Job Description
Digital Organizers will work closely with Empower Project leadership and the Organizing Team to recruit tens of thousands of Community Mobilizers (CMs) for statewide paid relational organizing programs for the Wisconsin Spring Election in 2025. Digital Organizers will support the Digital Director and be encouraged to offer input into program design.
Core Responsibilities
Implementing digital organizing strategies to raise awareness of the program.
Taking part in all digital organizing projects, and digital communications projects as needed.
Collaborating with team members, other departments, and external partners as needed to ensure digital projects are completed effectively and efficiently.
Creating digital content and assets according to defined brand specifications, including but not limited to training materials, website content, video, graphics, digital ad collateral, and email templates.
Push potential community mobilizers and supporters from online action to offline action.
Assisting the Digital Director with other activities.
Experience and Skills
Essentials:
Candidates must have experience working with EveryAction and Scale to Win.
Intermediate graphic design skills with the ability to create visually appealing graphics and content that adhere to brand guidelines.
Ability to work remotely but also collaboratively. This position is entirely virtual and applicants will need access to a computer, cell phone, and reliable internet.
Proficient in using online tools like Zoom, Google workspace, Slack, Canva, etc.
Not required but would love to know if you have any of the below:
Experience with social media platforms including Instagram, Facebook, and TikTok.
Experience running virtual trainings.
Experience with video editing and captioning.
Additional consideration will be given to candidates who have existing relationships in Wisconsin or are fluent in a second language, including Spanish.
Compensation
This is a full-time, remote, salaried position available February 17th and lasting through April 7, 2025.
The work schedule is six days per week with Saturdays off. Digital Organizers will generally work Sunday - Thursdays 11am - 8pm Central. Saturdays are a shortened schedule, ending at 5pm Central.
We will also work the full week before the April election.
The salary for this position is $4,750/month plus healthcare benefits and 1 paid personal day.
Empower Project is an equal opportunity employer, and does not discriminate based on age, sex, race, ethnicity, religion or sexual preference. Women, persons of color, and individuals from the LGBTQIA+ community are strongly encouraged to apply.
Accelerated Path to Management
Lynchburg, VA Job
New York Life Accelerated Path to Management Program
Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management.
What we're looking for
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?
• If so, the Accelerated Path to Management Program may be right for you.
In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.
What we offer
Phase 1: Firsthand experience as a financial professional
You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.
Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Product Solutions
You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
Phase 2: Your transition to Associate Partner
After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1
We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
How we will compensate you
When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program.
*The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract.
1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details.
2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.
3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason.
5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time.
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company
AR10901.052024 SMRU5058493 (Exp.04.30.2025)
Franchise Business Consultant - Construction & Production Management
Richmond, VA Job
Archadeck Outdoor Living is seeking a Franchise Business Consultant specializing in construction and production management to support and mentor our franchisees. This individual will ensure franchisees are operating efficiently, maintaining construction standards, and driving business growth. This role blends business consulting with expertise in residential construction, providing both strategic guidance and hands-on coaching for franchise owners to enhance operational performance and profitability.
Location: Richmond, VA
Key Responsibilities:
Franchisee Support & Coaching:
Provide coaching and mentoring to franchise owners through one-on-one business reviews and performance tracking.
Ensure franchisees meet KPIs and provide guidance for improving operational performance, including production efficiency and customer satisfaction.
Conduct regular coaching calls (weekly, bi-weekly, monthly) and on-site visits to address challenges, optimize workflows, and drive continuous improvement.
Construction & Production Management Subject Matter Expert (SME):
Ensure franchise partners adhere to Archadeck's residential construction standards, processes, and best practices throughout the project lifecycle.
Collaborate with the Drafting team to review, edit, and approve structural designs for outdoor living projects.
Support other Franchise Business Consultants in assisting franchisees with design consultations and the use of proprietary pricing software.
Develop and refine construction methodologies, safety protocols, and crew training processes to enhance operational efficiency.
Work with franchisees and local engineers to improve construction practices and production management systems.
Operational Strategy & Program Development:
Partner with key teams (e.g., IT, Franchise Operations) to ensure all tools, systems, and software platforms (design, workflow, intranet) function efficiently for franchisees.
Provide feedback and recommendations to the Strategic Advisory Board (SAB) and National Guarantee Corporation (NGC) to inform franchise operations and brand strategy.
Help develop and implement new operational strategies to support growth, profitability, and brand consistency.
Training & Resource Development:
Deliver training programs to franchise owners on construction standards, design, pricing software, and production management systems.
Annually update training materials, operations manuals, and resources to ensure franchisees have the latest tools and knowledge.
Performance Monitoring & Reporting:
Track and analyze franchisee performance metrics to identify opportunities for improvement and recommend corrective actions.
Communicate regularly with the brand leadership to report on franchisee progress, feedback, and overall system health.
Qualifications:
Experience:
5+ years of experience in franchise support, small business operations, or construction management
Proven expertise in construction management, operations, and residential project oversight.
Skills & Competencies:
Strong project management, organizational, and time management skills.
Excellent written and verbal communication skills
Financial acumen and ability to analyze data to drive operational improvements.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), and production management tools.
Ability to solve problems, develop strategies, and think critically to improve operational systems.
Personal Attributes:
Self-motivated, with the ability to manage multiple priorities in a dynamic and fast-paced environment.
Ability to work collaboratively across departments and with franchise owners to achieve business goals.
Education:
Undergraduate degree in Architecture, Engineering, Construction Management, or a related field is preferred
Additional Requirements:
Willingness to travel up to 25% of the time for on-site field visits and franchise support.
Archadeck Outdoor Living is a leader in outdoor living solutions, and we are looking for a dedicated Franchise Business Consultant to help our franchisees thrive and deliver high-quality residential outdoor projects. If you have a passion for both construction and business coaching, and are eager to make an impact on our growing brand, we encourage you to apply!
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time.
Mortgage Originator
Ashburn, VA Job
Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act.
**Primary Responsibilities:**
+ Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
+ Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility.
+ Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs.
+ Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.
+ Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers.
+ May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone.
+ Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith.
+ Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements.
+ Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance.
+ Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages.
+ Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach.
**Scope of Responsibilities:**
The incumbent always works under limited supervision, sometimes away from the office.
The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office.
Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships
Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.
**Education and Experience Required:**
Associates degree and 2 years sales experience,
OR in lieu of a degree,
A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience.
Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law.
**Education and Experience Preferred:**
Technical Skills
General knowledge of personal computers and software programs utilized by Residential Mortgage Department
Proven sales ability.
Strong mathematical skills.
Self-motivated, well-organized individual.
Excellent verbal and written communication skills.
Ability to interact with individuals at all income levels and peers in a professional manner.
Demonstrated ability to work independently and to follow through on details to completion.
Ability to work under critical time constraints.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Ashburn, Virginia, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Entry Level Financial Services
Remote or San Francisco, CA Job
EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom!
NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.
can be fully remote. Great for the stay-at-home career seeker.
All required pre-licensing courses & required state licenses are covered by the company.
The desired candidate would possess the following skills:
Excellent customer service skills
Entrepreneurial Mindset
Strong leadership and decision-making skills
Ability to develop, manage and drive growth
Access to Internet or Wi-Fi connection
Requirements:
Must be 18+ (This is a FEDERAL requirement)
Must pass a background check (No Felonies)
Self-Disciplined, Self-Accountability
Trustworthy & Honest
What we provide:
Training Bonus program
State and Federal Licenses
Part-time or Full-time Flex options
No Quotas or Caps on Commissions
Stock opportunities
Remote Financial Services Consultant
Remote or Dallas, TX Job
Are you passionate about helping people achieve financial freedom and security? Do you want the flexibility to work from anywhere while building a meaningful and rewarding career? Join our team as a Remote Financial Services Consultant, where you'll have the opportunity to get licensed, help clients take control of their finances, and empower others to succeed.
This role offers the chance to make a real impact by educating clients on insurance, investments, and debt management strategies while also supporting those seeking additional income opportunities.
Key Responsibilities:
Client Education and Support: Work with clients to assess their financial goals and provide personalized recommendations on insurance, investments, and debt elimination strategies.
Licensing and Training: Complete a comprehensive training program to obtain necessary licenses in financial services (insurance, investments, etc.).
Financial Planning: Help clients build strategies to protect their income, grow their wealth, and reduce debt effectively.
Team Development: Mentor and train others who are interested in joining the financial services industry, helping them achieve their professional and income goals.
Work Flexibility: Manage your own schedule and work from anywhere with an internet connection.
What We Offer:
Comprehensive Training: No prior experience is required-our training program will prepare you for licensing exams and professional success.
Licensing Support: We'll provide guidance and resources to help you earn necessary licenses in the financial services industry.
Flexible Work Environment: Work remotely and set your own hours.
Growth Opportunities: A clear pathway for career advancement and increased earning potential.
Personal and Professional Impact: Make a difference in clients' lives while building your own financial future.
Commission-Based Income: Competitive compensation structure with uncapped earning potential.
Ideal Candidate:
Motivated: Self-driven with a desire to help others achieve financial success.
People-Oriented: Strong communication and interpersonal skills to build trusting relationships with clients and team members.
Willing to Learn: Open to acquiring new skills and licenses through training.
Entrepreneurial Mindset: Excited to grow a business and develop long-term income streams.
Tech-Savvy: Comfortable using online tools and platforms to communicate and manage tasks.
Requirements:
Must be 18 years or older.
Able to pass a background check.
Willing to complete licensing requirements (insurance, securities, etc.).
Access to a reliable internet connection and a device for remote work.
How to Apply:
If you're ready to take charge of your career, make a positive impact, and grow both personally and professionally, we'd love to hear from you! Apply today to start your journey toward a fulfilling and flexible career in financial services.