Property Claim Executive
General Re Corporation job in Stamford, CT
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Property Claim Executive in our Stamford, CT office or performed remotely for appropriately qualified individual.
Role Description
The Property Claim Executive handles reinsurance claims submitted by clients arising from the Property line of business and arising under various reinsurance contracts and involves the review of clients' claim adjustment. The Property Claim Executive serves as an integral member of the GRC property team by providing comprehensive knowledge and insights to underwriting, claims management and the GRC executive team. The Property Claim Executive is a resource to our clients offering expertise to effectuate the best resolution of claims.
We are seeking a claims professional with a minimum 8 years of experience in handling property claims with extensive experience in commercial property losses, CAT planning experience and CAT loss claims handling to join our team. The ideal candidate will work well independently but also enjoys working as a part of our team. Position responsibilities include the following:
* Handle claims from commencement to resolution in accordance with Gen Re claims procedures and guidelines including file documentation, preparation of loss reports, timely reserving and claim payments.
* Maintain Cat loss experience reports
* Frequent and timely communication with other Gen Re business units including underwriting, marketing, actuarial and the Gen Re senior management team.
* Present to Gen Re management and client companies on high exposure matters and emerging property trends.
* Timely and frequent communication with clients to deliver "value added" service that enables clients to achieve better results through improved technical expertise and operational efficiency including:
* assisting clients in the development of strategies for claim evaluation, property damage estimates and claim resolution.;
* analyzing coverage;
* conducting claims reviews/audits;
* Identifying and recommending vendors to clients to achieve successful claims resolutions;
* assisting clients in CAT preparedness; and
* conducting training sessions.
Role Qualifications and Experience
* Advanced degree and/or industry designation (CPCU, etc.) preferred.
* Minimum eight years in the insurance industry managing high-exposure property claims.
* Experience in reinsurance is a plus.
* Performance in a claim leadership position is a plus.
* Excellent oral and written communication skills.
* Strong team player and able to build productive working relationships inside and outside of Claims.
* Excellent interpersonal and analytic skills.
* Strong organizational skills; accurate and detailed-oriented.
* Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
* Ability to travel as necessary
Salary Range
141,000.00 - 235,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Client Accountant
General Re Corporation job in Stamford, CT
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for Client Accountant to work in the North America P&C Operations team based in our Stamford office. This is a hybrid role
Role Description
The Client Accountant serves as the primary accounting contact for the Client and Treaty Business Units. This role involves frequent interaction with multiple departments and senior management to deliver analysis and early-warning intelligence regarding client experience.
Primary Responsibilities
Manage all aspects of clients' assumed account processing and analysis;
Review and validate client cessions for compliance with contract terms & conditions;
Reconcile and register premium & bulk losses, collect & apply cash, analyze premium volume changes & ageing balances
Calculate & prepare statements for adjusted commission and/or premium
Calculate and invoice for reinstatement premium, if applicable
Draft client reporting/ billing formats and remittance instructions in accordance with contract terms
Review and analyze earnings, estimates, premium volume growth, and overdue receivables
Build & maintain strong working relationships with other Gen Re business and service unit
Role Qualifications and Experience
Working knowledge of the insurance/reinsurance industry preferred
Proficiency in Microsoft Office Suite, especially Excel
Strong written and oral communication and strong interpersonal skills
Organizational ability and attention to detail
Team-oriented mindset with ability to collaborate effectively
Ability to work under time constraints and manage multiple priorities
Strong math/analytical skills
Experience with SAP, FS-RI, FS-CD a plus
Self-starter with a strong work ethic and ability to multitask
Commitment to continuous learning and professional development, including pursuit of relevant designations, as appropriate
Salary Range
63,000.00 - 84,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Senior Division Administrator (Remote)
Remote job
Under limited supervision, uses extensive knowledge and skills obtained through education and experience to monitor, track and produce tools for branches to improve productivity and operating efficiency. The Senior Division Administrator will represent the division as both a project manager and project team member in multiple projects that have a significant impact on future growth. The Senior Division Administrator will work independently on difficult assignments broad in nature and that require originality. Maintains extensive contact with internal customers, Financial Advisors, subject matter experts, Senior Management as well as external clients and vendors.
Job Description
Responsibilities:
* Assist the Division Administrative Manager in creating and implementing strategies and programs across the Division.
* Execute strategies through effective partnerships with FAs, Operations/Administrative Managers, Branch Managers and Complex Managers.
* Lead and manage branch facility projects such as new office openings, relocations and renovations.
* Advises branch management in compliance and regulatory management, proactively mitigates risks, identifies areas of concerns and handles day to day issues as they arise within Division.
* Create space plans, monitor and manage budgets, meet deadlines and communicate up stream.
* Partners with the Transitions Department to coordinate transitions for new Financial Advisors and their respective teams.
* Participate in training calls, collect and review new hire paperwork, and travel to branches to support the onboarding process.
* Review, monitor and report on monthly and quarterly financial statements for all of the branch office locations in the division.
* Perform month end profit and loss analysis and provides to Division Director and Division Administrative Manager.
* Prepare management reports. Analyze and reconcile G/L accounts to ensure the integrity of the information and resolve discrepancies.
* Review, monitor, and follow up with branches on Monthly Supervisory and Compliance Reports and escalates trends.
* Handle administrative approvals within the Division, including collecting documentation for exception purposes, and entering routine approvals via the online system.
* Conduct complex research and investigation of branch matters, and may prepare analyses of the data.
* Approve Division expense reports.
* Complete Pro Forma for new branch openings and for Raymond James Advisor Select internal considerations.
* Research errors hitting the branch P&L's.
* Approve group names and DVP accounts for the division.
* Partner with compliance and supervision to promote a culture of compliance throughout the Division.
* Approve Letters of Authorization, as required.
* Review branch occupancy reports to ensure accuracy.
* May function as Rep in Charge for branch management as appropriate.
* Perform other duties and responsibilities, as assigned.
Knowledge of:
* Financial industry.
* Basic business administration principles.
* Economic and accounting principles and practices.
Skilled In:
* Concierge level customer service experience.
* Interpersonal, project management, problem-solving and decision making skills.
Ability to:
* Work independently and collaboratively within a team environment.
* Be receptive to both internal and external clients' needs.
* Establish and maintain effective working relationships at all levels of the organization.
* Use appropriate interpersonal styles and communicate effectively, both orally and in writing.
* Balance conflicting resource and priority demands.
* Provide a high level of customer service.
* Work independently and collaboratively within a team environment.
* Be receptive to both internal and external clients' needs.
* Establish and maintain effective working relationships at all levels of the organization.
* Use appropriate interpersonal styles and communicate effectively, both orally and in writing.
* Balance conflicting resource and priority demands.
* Provide a high level of customer service.
Education:
* Bachelor's Degree (B.A.) in Business Administration or a related field with a minimum of six (6) years of experience in a professional business environment as an operations or administrative professional.
* OR ~
* An equivalent combination of education, training or experience as approved by Human Resources.
Licenses/Certifications:
* SIE required provided that an exemption or grandfathering cannot be applied.
* Series 7 required.
* The ability to attain Series 9, 10, and 66 within six months of hire.
Travel:
* Yes, 5 % of the Time
Education
Bachelor's (Required)
Work Experience
General Experience - 6 to 10 years
Certifications
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Remote
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
* Grow professionally and inspire others to do the same
* Work with and through others to achieve desired outcomes
* Make prompt, pragmatic choices and act with the client in mind
* Take ownership and hold themselves and others accountable for delivering results that matter
* Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-DW
Associate/Principal, Global Corporate Credit - Retail
Greenwich, CT job
Apollo is seeking an Associate/Principal to join its Global Corporate Credit investment team in the Retail vertical. The candidate will work as part of the Corporate Credit team on all stages of the investment process and will focus on new and existing investments up and down the capital structure in the Retail industry. The investment professional will work on credit opportunities spanning performing loans/bonds to special situation credit opportunities, including private credit. The Associate/Principal will contribute to various activities, including initial diligence and investment committee processes, to monitoring and reporting to support PMs across the Apollo Credit platform.
Primary Responsibilities
* Partner with senior industry lead to provide analytical and project support for all investment-related activities, including new issues, secondary, and portfolio monitoring
* Serve as a point person on the team to conduct exploratory research and perform analytics on potential investment opportunities
* Daily responsibilities include modeling, quantitative financial analysis, financial and business due diligence, and quarterly reporting
* Work with the industrials team to develop investment committee memoranda, materials for senior team members, and ad hoc projects, including but not limited to portfolio monitoring, reporting, and investor requests
Qualifications & Experience
* 2-4 years of investment banking, advisory (i.e., Leveraged Finance, Financial Sponsors, Restructuring) or buy-side credit investing experience
* Strong interest in credit investing
* Strong analytical and financial modeling skills (top-tier Excel and PowerPoint skills are a must)
* Strong written and verbal communication skills
* A high degree of maturity, a strong work ethic, and an eager to learn attitude
* Nimble and flexible to balance multiple tasks simultaneously, with strong attention to detail and excellent organizational skills
* Specific experience and interest in the Retail industry is preferred, but not required
* Bachelor's degree from an accredited institution required
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of August 2025, Apollo had approximately $840 billion of assets under management. To learn more, please visit ***************
Our Purpose & Core Values
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
* The leading provider of retirement income solutions to institutions, companies, and individuals.
* The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
* A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
* Outperform expectations
* Challenge Convention
* Champion Opportunity
* Lead responsibly
* Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
Our Benefits
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family.
Pay Range
$175,000-300,000
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.
The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
Auto-ApplyBusiness Analyst 3
Remote job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionBusiness Analyst 3 performs a range of assignments related to Life Insurance Project Support. Creates and executes business requirement documents, process flow diagrams and data mapping. Acts as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues. Manages mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring. May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives. Acts as a resource for colleagues with less experience. Interfaces with multiple teams and departments across the organization. Interfaces with managers and business owners throughout the organization. Coordinates with third parties and oversees projects involving 3rd party providers.
*Local Applicants Only*Responsibilities & Qualifications
Responsibilities
Create and execute business requirement documents, process flow diagrams and data mapping
Coordinate, manage and execute projects for Life Operations
Research and resolve departmental system issues and concerns
Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required.
Create user acceptance criteria (test plans), coordinate with QA team to execute testing and work with QA to analyze test results
Refine requirements and coordinate additional development as a result of any QA findings
Research and resolve departmental system issues and concerns
Formulate, develop and implement changes to improve departmental and process efficiency, including using automation tools (Microsoft Access, Testing Scripts, etc.)
Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required.
Act as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues
Manage mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring
Minimum Qualifications:
Associates and/or bachelor's degree with a Concentration in Business and/or Liberal Arts. OR 3-5 years of equivalent business experience.
Project Management Software (Version One, Jira, or equivalent)
MS Office (Project, SharePoint, Word, Excel, Power Point, Access)
Confluence / SQL and Data base experience
Requires in-depth conceptual and practical knowledge of Life Insurance Business and practices and procedures within Project Management Life Cycle.
Required Knowledge, Skills and Abilities
Continue to build knowledge of the company, processes and customers.
Solves complex problems and research requests.
In depth knowledge of the systems and processes of the departments and business functions they support
Broad knowledge of the systems and processes of the departments and business functions they support
Able to work independently with minimal direction from management.
Handle multiple priorities simultaneously
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
Auto-ApplySupervisor, Private Equity / Hedge Funds (REMOTE)
Remote job
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team.
What you will do:
Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages.
As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations.
You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting.
You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success.
You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
Minimum 2 years experience in the fund services industry, alternatives experience preferred.
Intermediate skills in Microsoft Excel.
The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with your clients and other service providers.
What we would like from you:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. *********************
Compensation:
The base salary pay for this role is $70,000 - $112,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
Work Location: Remote
SEI's competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
Auto-ApplySpecialist I - Alternatives Financial Reporting (REMOTE)
Remote or Denver, CO job
SEI is leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. At SEI, we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new teammates for our Alternatives Financial Reporting team. Our primary goal is to provide exceptional administration services to our clients while interacting with fund accounting teams, clients, auditors, third party vendors, and other SEI teams. As an alternatives financial reporting specialist, you will participate in the preparation of financial statements for various clients in accordance with regulatory and /or client deliverables calendars.
What you will do:
In the alternatives financial reporting specialist function, you will be responsible for the execution of applicable quality controls and preparation of the annual, quarterly and other financial statements, as required, for our clients. In addition, you will support the internal and external review for these financial statements and the corresponding supporting work papers.
You will assist in managing communications with fund accounting teams, internal technology teams, vendors, clients and, as necessary, external auditors in order to (i) support the orderly completion and approval of financial statements and (ii) resolve financial reporting, systems and other relevant issues.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, or 4+ equivalent work experience.
2 years of experience in mutual fund or alternative investment funds industry preferred.
Experience with financial statement preparation preferred.
Strong accounting skills are preferred.
Intermediate proficiency in Microsoft Excel and Word.
The self-motivation and drive to handle multiple client deliverables without sacrificing accuracy, timeliness or quality.
Willingness to execute upon process changes
Strong written and verbal communication skills as you will primarily communicate with your clients and other contacts through email and/or phone calls.
Excellent organization skills
Strong customer service skills as you will be communicating daily with internal and external clients.
Ability and willingness to collaborate with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
What we would like from you:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Positivity and collegial “can do” type approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. *********************
Compensation:
The base salary for this position is $67,000/yr - $72,000/yr
Work Location: Remote
SEI's competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
Auto-ApplyUnthink Retirement Representative
Remote or Aurora, CO job
How much money will you need to retire? 1 million? $2 million? Do you think it's too late? Think again. What if you could learn the skills necessary to build a 6-figure retirement income in as little as 24 months? We're looking for motivated individuals - early retirees and late starters - who are ready to take control of their financial future.
No prior experience is needed.
Our mentorship program provides hands-on training in high-income digital and business skills designed to generate long-term, scalable income.
What you'll gain:
Step-by-step guidance from industry experts
Flexible, remote opportunity
A proven system to build wealth - without starting from scratch
Community support and weekly coaching
This is NOT a job. It's a pathway to financial freedom. Your pace, your potential. Spots are limited. Watch the video to learn more and get started. Change your tomorrow!
Watch our intro videos to learn more **********************************
Scroll down to "start your journey to financial freedom today" Click watch video
4 minute video
22 minute video
If you would like to start or learn more, please reach out for a one on one. Build your retirement while earning residual income.
Auto-ApplyLife Insurance Sales Agent - Entry Level (Remote)
Remote or Lincoln, NE job
EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: ********************************
Auto-Apply2026 Summer Intern Program - Equities Trading Technology
Greenwich, CT job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients.
Piper Sandler is currently seeking an intern for Summer 2026 in our Technology Business Line. This intern would work directly with our Equities Trading Technology group in Greenwich, CT.
Responsibilities:
* Assist in developing and implementing automation scripts and tools for system provisioning and configuration.
* Support the maintenance and monitoring of our server storage infrastructure, including both on-premises and cloud environments.
* Help in troubleshooting and resolving issues related to server, storage, and cloud platforms.
* Participate in performance management tasks, ensuring system reliability and efficiency.
* Collaborate with various teams to understand application requirements and assist in delivering infrastructure solutions.
* Learn and apply best practices in documentation and adherence to company policies.
Requirements:
* Currently pursuing a degree in Computer Science, Information Systems, or a related field.
* Basic understanding of scripting languages (e.g., Python, PowerShell, Bash) is desirable.
* Familiarity with cloud services (e.g., AWS, Azure, GCP) and virtualization technologies is a plus.
* Strong problem-solving skills and eagerness to learn new technologies.
* Excellent communication skills and ability to work collaboratively in a team environment.
* This internship is open to undergraduate or graduate students who graduate in December 2026 or Spring 2027 and have a GPA of 3.3 or above.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.
The anticipated pay rate for individuals expressing interest in this position is $21 per hour.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
Auto-ApplyData Analyst - Life and Health
General Re Corporation job in Stamford, CT or remote
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Data Analyst - Life and Health to work remotely based out of our Stamford, CT office.
As an integral part of the Gen Re Life Operations team, this role will be a key contributor in building out a comprehensive data management and technical accounting program for a data driven organization. This role focuses on ensuring the efficient and effective operation and usage of data across all product lines such as Individual Life Insurance, Long-term Care, Critical Illness, Medicare Supplement, and Disability Insurance. This role interfaces with both internal and external customers.
Responsibilities include:
* Analysis on all client data received including model building to support treaty compliance and premium validation
Validation of incoming data such as:
* Reconciliations of transaction and inforce data
* Review of statistics reporting to identify issues regarding transactional data whether it be missing key values/data on expected deals or treaties
* Automation of reporting and other items related to premium and volumes
* Provide inforce and new business statistics on demand from internal customers
* Automation and creation of reports to support process improvement and efficiencies
* Maintain open communication and superior service to internal/external customers
* Company projects involving the intake of client data (ex. Experience Studies project)
* Responsible for ad-hoc reporting, data investigations and translation updates
Role Qualifications and Experience
* 2-5 years of experience in the reinsurance industry
* Advanced Excel skills (including power query, DAX, VBA, etc.)
* Experience with data analysis and reporting on large data sets (i.e., SQL, Python, R)
* Understanding of data warehousing and relational database schemas
* High degree of client relationship management
* Excellent written and verbal communication skills
* High degree of analytical and problem-solving skills
* FLMI designations are preferred
* Reporting tool knowledge such as Qlikview, Power BI and/or SAP Analytics
* Demonstrated ability to work independently and multi-task
* Minimal travel required
Salary Range
63,000.00 - 84,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Trading Supervisory Risk Control Manager
Greenwich, CT job
At Piper Sandler, we connect capital with opportunity to build a better future. Piper Sandler is a leading institutional middle market investment bank firm serving clients in the U.S. and internationally. The firm focuses on financial advisory and capital markets that wins through deep sector expertise, candid advice, and a differentiated, highly productive culture - enabling growth and success for our clients as well as rewarding careers for our employees.
We are currently seeking a Trading Supervisory Risk Control Manager to join our Equity Sales and Trading team in New York, NY and Greenwich, CT.
Trading Supervisory Risk Control Manager is responsible for executing compliance risk control analysis, data management and solutions for supervision within the equities sales and trading business line. This position will report to the Head of Sales and Trading Supervision and Administration. This position is primarily responsible for performing various supervisory and regulatory oversight functions, compliance control reviews, as well as related tech-enabled solutions and data analysis. The role will require assisting in the managing of process logistics and coordination between the business and the compliance department.
Responsibilities
* Perform supervisory control testing over Equity Sales and Trading and other relevant written supervisory procedures to ensure adherence to SEC, FINRA, and other relevant regulations.
* Collaborate with other departments to address compliance-related issues identified during testing, draft reports, and ensure effective controls are in place.
* Assist with updating and review of trading written supervisory procedures, in collaboration with compliance, as rules change, business processes change, or supervisory control testing results indicate updates are necessary.
* Review new business initiatives, and changes to existing activities to identify and formulate business-line risk and supervisory process solutions.
* Assist in responding to any regulatory inquiries, examinations or investigations.
* Assist with compliance training, attestations aimed at enhancing understanding and adherence to the firm's policies.
* Seek improvement opportunities and efficiencies in supporting technologies, compliance oversight, reporting, as well as control structure within business systems and processes.
* Act as a liaison and point of contact between the Compliance and Equity Supervision, Operations, and other business partners.
* Assist in the creation and management of key metrics including escalation of issues identified during regular monitoring and testing activities to Compliance Director and business line management.
* Stay abreast of the local and global regulatory environment and work closely with Piper Legal and Compliance Depts.
* Participate in internal and external industry committees for benchmarking of regulatory expectations and relevant best practices.
* Assist the Compliance Technology team in performing data integrity testing over Surveillance reports utilized by Compliance team members in their Regulatory capacity.
Qualifications
* 7-10 years of relevant experience; prior experience with an institutional broker-dealer desired.
* Bachelors' degree required - Business, Finance, Economics, or related field.
* FINRA Series 7, 24, and 4 required or willingness to obtain within 6 months.
* Experience with Equity Sales, Trading, and Capital Markets relevant regulations including order handling, execution, and trade reporting requirements (i.e. Reg SHO, NMS, CAT, Rule 606, etc.) and capital markets requirements (i.e. Reg M, FINRA rules 5130/5131, etc.).
* Proficient with trade surveillance systems, Microsoft Office Suite, and data analytics tools
* Applied practical experience working with large equities trading data sets, data management systems and equities trading infrastructure
* Strong communication and interpersonal skills with the ability to interact and collaborate effectively across departments in a professional manner in a variety of situations.
* Attention to detail and ability to handle multiple priorities simultaneously while maintaining a positive and productive attitude.
* Ability to handle confidential and sensitive information and the ability to handle matters with discretion when required.
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our human capital, technology, marketing and other corporate support teams work with our business partners to maximize each employee. We understand the dynamic nature of the industry and work alongside our company strategies. Learn more about our firm here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary range for individuals expressing interest in this position is $120,000 - $180,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
* LI-AH1
Auto-ApplyMainframe CICS Systems Engineer- Vice President
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
Knowledge of SMP/E, software upgrades and maintenance
Knowledge of all CICS parameters that control performance in a CICSPlex environment.
Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
Experienced with the CICS monitoring tools such as Sysview for CICS.
Ability to perform problem determination, dump analysis and performance tuning
Knowledge of Cobol to support application developers
Experience with Mainframe Websphere MQ
Excellent oral/written communication skills
Skills desired:
Assembler, COBOL and REXX coding and knowledge of CICS Exits
Web application support in a CICS TS V6.x environment
Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
Utilization of CICS Configuration Manager
Working knowledge of zOS & CICS Explorer
Understanding of CICS REST Services
Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-Apply
Responsibilities:
Gain industry and organizational knowledge through daily business interactions and job assignments.
Develop business, financial and analytical skills needed for career in global wealth management and financial services.
Provide marketing and sales support to branches and their teams.
Perform market research.
Gain exposure to wealth management business, products, services and clients' financial needs.
Requirements:
High school diploma required. In pursuit of college degree preferable.
At least 18 years of age.
Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
Strong desire to gain further understanding of the global wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team.
Strong analytical skills and ability to interpret.
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).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Interns located in Connecticut receive an annual salary ranging from $24,960 to $31,200.
In addition, Interns receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half.
Morgan Stanley also 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, Parental Leave and Vacation), 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 the firm's 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).
Auto-ApplyFinancial Services Representative
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
Mortgage Loan Officer-2
Remote job
The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community.
Duties & Responsibilities:
Develops new and expands internal and external referral sources to grow mortgage business
Using consultative selling techniques, advises clients on mortgage loan options and other financial products.
Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting.
Responsible for maintaining client relationships.
Advises customers on the completion of loan applications.
Performs other duties as assigned.
Basic Qualifications:
High school diploma or GED
One or more years of mortgage loan origination experience, preferably at a bank
NMLS license
Preferred Qualifications:
Pipeline and book of business
Bachelor's degree preferred
Knowledge of mortgage loan products (conventional, FHA/VA, construction lending and portfolio programs)
Knowledge of mortgage procedures, documentation, and underwriting guidelines
Demonstrated ability to identify opportunities to cross-sell financial products and services
Effective written and verbal communication skills
Strong organizational skills •Ability to multi-task
PC - Internet skill
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyProject Management & Origination Associate - Eaton Partners
Stamford, CT job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a fast-paced environment. We offer Associates a unique environment, which combines a highly entrepreneurial platform focused on the growing private market space with significant analytical rigor.
What We're Looking For
Support the diligence, launch, and project management of Funds.
Serve as a junior liaison between project management and distribution team.
Provide general industry research, including industry news updates, geographic and sector review of industries, potential risks, competition, and regulatory changes.
Interact with/support clients, with oversight to help them achieve their fundraising objectives
Update key Firm information and materials, with oversight.
Produce, maintain, and update Fund materials with limited oversight.
Assist in upkeep/internal distribution of management reports, client reports, meeting notes, call notes, etc.
Coach, mentor, train Project Management Analysts.
Contributing to team meetings and discussions.
Performs other related duties as assigned.
What You'll Bring
3+ years' of alternative investment experience, with preferably at least 1-3 years' experience working at a Placement Agent or other fundraising role.
Solid knowledge of financial services.
Technical understanding of alternative investment products.
Superior verbal and written communication skills with credibility to deal with clients at a senior level and respond to detailed and challenging questions.
Strong analytical, sales, and marketing instincts.
Education & Experience
Minimum Required: B.S. or B.A.
Licenses & Credentials
Minimum Required: FINRA SIE, Series 79 & Series 63
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
Auto-ApplyActuarial Intern
General Re Corporation job in Stamford, CT
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for an Actuarial Intern to work with our North America Treaty Cat Modeling team. This role will be performed in our Stamford office.
Role Description
The Actuarial Intern will work with our North America Treaty Cat Modeling team. The Intern will be exposed to an array of the following:
* Challenging assignments with practical, on-the-job experience
* Learn how to operate with industry leading catastrophe models
* Learn to apply key concepts in the insurance / reinsurance industry
* Work with modeling experts in analyzing natural catastrophe exposure
* Assist modeling experts in research projects of catastrophe models
Work is done in a team environment, which utilizes the experience and knowledge of all team members. These exposures and projects will provide the Intern with an understanding of the dynamics of a corporate team and its environment.
Role Qualifications and Experience
* Working towards a Bachelor's degree with an accredited college or university (prefer sophomore year student)
* Open to students working towards a Master's degree, but prefer first year students
* Strong written and oral communication and strong interpersonal skills
* Analytically minded and critical-thinking skills
* Organizational ability and attention to detail
* Capacity to work in a team environment
* Mathematics or statistics major a plus
* Prefer knowledge of statistical modeling packages, programming languages, and spreadsheets/databases
Salary Range
22.00 - 24.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Document Processor / Compliance Analyst
Remote job
Document Processor / Compliance Analyst (Full-Time - NJ)
Business Credentialing Services, Inc. (BCS) is a fast-growing technology company in the insurance and risk management industries. We are growing our Operations department and are looking to hire a Document Processor to assist with data entry and customer support. Today, we have more than 70 employees and two office locations in Parsippany, NJ and Provo, UT. Our compliance and risk management platform helps companies reduce their risk exposure by systematically verifying Vendors/Suppliers they do business with. Blending professional services with web-based applications, BCS continues to maintain its foothold as one of the industry leaders.
Job Type: Full-time Employee
Pay: $19.50 per hour
Responsibilities:
Perform data entry tasks, including inputting and updating information in databases.
Review incoming documentation to verify pertinent information for our clients.
Send emails and make phone calls to provide feedback on the documents received.
Assist with administrative tasks as needed.
Attend team meetings/phone calls.
Requirements:
Strong data entry skills with a high level of accuracy and attention to detail.
Strong written and verbal communication skills.
Excellent organizational and time management skills.
Ability to perform data entry tasks within our software platform quickly and accurately.
Intermediate computer literacy is required.
Bachelor's Degree required in any field.
Employee Benefits and Additional Information:
Starting Pay Rate: $19.50 per hour.
Required to report to the office in Parsippany, NJ Monday - Friday. When an employee reaches six months of employment, they can work remotely one day per week. When an employee reaches three years of service, they can work remotely two days per week.
Semi-Annual Pay Increases - Employee can earn up to a 2.5% pay rate increase every six months based on performance.
Healthcare Benefits (Medical, Vision, Dental) are available for employees on their first day of employment.
401(k) / Retirement Benefits - An employee is eligible to participate in the BCS 401(k) program with company matching on their three-month anniversary.
Paid Federal Holidays and Paid Time Off.
Auto-ApplyFinancial Specialist
Remote or Abilene, TX job
At Primerica, we help families achieve financial independence by empowering them to earn more income, become properly protected, and achieve a debt-free lifestyle. Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact.
Job Overview:
We are seeking a motivated and results-driven Financial Specialist to join our Customer Service, Sales, and Marketing team. In this remote, contract role, you will be responsible for generating leads, conducting calls, and promoting financial services, including life insurance and investment products. You will also build and maintain relationships with clients, providing them with financial advice tailored to their needs. A key aspect of the role will be meeting sales targets and contributing to the overall success of the company.
Key Responsibilities:
Lead Generation and Networking: Proactively generate leads through various channels, network with potential clients, and establish relationships within the community
Sales, Calls, and Consultations: Conduct sales calls to present financial solutions, answer client questions, and effectively close sales.
Client Relationship Management: Build and nurture long-term relationships with clients by providing ongoing financial advice and support.
Marketing and Promotions: Collaborate with the marketing team to develop campaigns that drive interest in our financial services.
Sales Targets: Meet and exceed monthly and quarterly sales targets, tracking progress and adjusting strategies as needed.
Client Education: Educate clients on the benefits of financial planning, life insurance, and investment products.
Required Qualifications: Excellent communication and time management skills, with a focus on building long-term client partnerships. Self motivated and target driven, with the ability to work independently in a remote environment, eagerness to learn new skills and adapt to evolving industry trends,
Preferred Qualifications: Valid Life Insurance and Investment License. Previous experience in the financial industry is a plus. Proven experience in sales, networking, or marketing. Excellent negotiations skills, with the ability to explain complex financial concepts simply.
WHY JOIN US?
Flexible Remote Work: Enjoy the convenience of working from anywhere.
Growth Opportunities: As part of a growing team you will have the chance to learn and advance in your career.
Supportive Environment: We believe in the power of teamwork and continuous development.
Impactful Work: Help Families achieve financial security and independence.
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