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  • Financial Advisor

    Edward Jones 4.5company rating

    Aurora, CO job

    This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Colorado Springs, CO job

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 640 Southpointe Court Ste 220, Colorado Springs, CO This job posting is anticipated to remain open for 30 days, from 16-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $23.85 Hiring Maximum: $25.35 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $42k-52k yearly est. 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Parker, CO job

    This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Escrow Administrator

    Flatirons Bank 4.0company rating

    Boulder, CO job

    We are looking for driven, reliable, hardworking candidates who want to make a difference in their community and work for a company where their opinion counts. We want our employees to be proactive, resourceful, communicative, efficient, and to provide key input into the future success of our team. If your goal is to build a career with impact and influence, consider joining the dedicated team at Flatirons Bank. WHO WE ARE Flatirons Bank is a full-service independent bank dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two decades ago, our goal has been to bring more to banking in Boulder County. We take pride in developing personal relationships with our clients while maintaining the highest level of professional service. Our suite of services includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions. Flatirons Bank not only provides personalized and innovative banking solutions for our clients, but our employees also personally contribute to making a difference in the Boulder County community through a variety of nonprofit organizations. Flatirons Bank's headquarters location in Boulder was the first in the county to achieve LEED Gold certification upon its opening in 2009. The Bank actively works towards being a community leader that balances purpose with profit by considering the impact of its decisions on its stakeholders: employees, clients, vendors, community, and the environment. By working at Flatirons Bank, you are helping your neighbors and local businesses thrive. Website ****************** Contact ********************** ROLE AND RESPONSIBILITIES Flatirons Bank serves as an escrow agent and account administrator for handling Qualified Settlement Funds (“QSFs”). A QSF is an account used as a settlement mechanism to receive funds from one or more defendants after a lawsuit or legal claim is resolved. This arrangement provides plaintiffs and their attorneys with the time and flexibility to develop a suitable distribution plan. The Escrow Administrator position serves an important role for the Bank, with a primary focus on ensuring the bank delivers upon its primary value proposition of providing an exceptional client experience and operational excellence in administrating its Qualified Settlement Fund product. The individual in this position will work closely with the Escrow Manager and Escrow Officer, have regular interaction with attorneys and other law firm business managers, and will ensure that QSF accounts are administered in accordance with policies and procedures. The specific responsibilities are further outlined below: QSF Administration • Open and administer QSF bank accounts; assist with obtaining required documentation • Allocate subaccounts pursuant to the settlement statement/other applicable documentation. • Process distribution requests in accordance with applicable policies and procedures. • Utilize the QSF workflow in BCS to facilitate escrow administration. • Maintain accurate records and files of all escrow transactions and ensure the complete retention of all QSF file documentation within the Justice Escrow platform. • Provide effective client service by answering client questions; Assist with the resolution of any issues or discrepancies that arise during the escrow process; Coordinate with internal departments as needed. • Assist with documenting Justice Escrow Platform bugs/other issues in Jira or other similar software management platform. Assist with identifying and prioritizing other areas for improvement in the Justice Escrow Software. • Adhere to Bank policies, government regulations and legal requirements. • Perform other operational duties as required. • Works closely with and provides ongoing support to the Escrow Manager and Escrow Officer, in accordance with applicable policies and procedures. EDUCATION / EXPERIENCE / SKILLS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual experience and abilities may result in some deviation from these guidelines. Three or more years of experience in banking or escrow services Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies Proven track record of delivering exceptional client service in fast-paced or regulated environments. Highly organized, proactive, and able to manage multiple deadlines simultaneously. Excellent attention to detail Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and communicate clearly to attorney clients and bank employees. Ability to address and resolve problems quickly and efficiently. Ability to work with minimal supervision while performing duties. Effective organizational and time management skills. Intermediate computer skills with experience using Microsoft Office products as well as Bank or Escrow accounting and documentation software programs WHAT WE OFFER COMPENSATION AND BENEFITS The position's hourly pay range is anywhere between $28 - $36/hour based on experience An annual bonus may be paid to eligible employees based upon organizational and individual performance Medical, dental and vision insurance Employer paid Short-term and long-disability insurance Employer paid life insurance Employer-matching 401K Guaranteed Safe Harbor Match Discretionary Yearend Profit-Sharing Match 401K Profit Sharing Plan Health Savings Account with company contribution Health Reimbursement Arrangement Paid-time off (PTO) Volunteer time off Sick time off Paid parking REPORTING Supervision Received Directly: VP, Corporate Counsel Indirectly: Escrow Manager & Escrow Officer Supervision Exercised Directly: NA Indirectly: NA
    $28-36 hourly 4d ago
  • Manager, Claims Operations - Auto Non Injury Core and Express

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are hiring an Auto Non Injury Express and an Auto Non Injury Core - Manager, Claims Operations. As a dedicated Manager, Claims Operations, you will lead and be accountable for auto, and other claims operations member service employees who are responsible for serving our members, and providing appropriate solutions as they investigate, evaluate and negotiate the claim. Develop engaged employees through regular coaching and feedback to deliver business results. Complete process improvements, provide feedback on the process and lead organizational process changes. Drive execution of operational risk management, regulatory compliance training, policies and, procedures. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in the following location: Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Inspect and review quality of claim files and provide feedback to employees as appropriate. Responsible for ongoing coaching and driving awareness so employees understand how their work and contributions support the overall claims and Enterprise strategies. Proactively identify opportunities to improve operational effectiveness, member experiences and processes providing feedback to internal partners Build conditions for success removes obstacles, leads and champions change. Achieve optimal productivity through leading workload volumes, staffing, training needs, and identifying and implementing appropriate solutions. Responsible for ongoing monitoring of work to ensure consistent execution of processes and adherence to guidelines and frameworks. Handle escalations and make appropriate decisions based on the policy. Facilitate and guide employees through skill identification and developing for career progression. Support projects by serving as a subject matter expert. Hire, develop, and coach claims employees for results delivery. Consistently coach employees on claims handling and find opportunities to improve overall process and engagement Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of progressive customer service, operational, military or leadership experience to include a minimum of 2 years of claims handling experience required with demonstrated proficiency. 2 years of direct team lead, supervisory or management experience. Experience using and interpreting data to make decisions. Demonstrated leadership, initiative, customer service and/or claims handling skills. Acquisition and maintenance of applicable insurance adjuster license within 6 months time in role. What sets you apart: Current experience as a Claims Manager or Supervisor 2+ years handling Complex Non-Injury Auto coverage and liability decisioning 2+ years physical damage and/or auto injury claims experience Strong experience coaching and developing claims adjusters to meet organizational and development / career path goals US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $103,450- $197,730. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $103.5k-197.7k yearly Auto-Apply 2d ago
  • Part Time Branch Office Administrator

    Edward Jones 4.5company rating

    Craig, CO job

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Part-Time Branch Address: 555 Breeze Suite 160, Craig, CO This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and Retirement Plan (if compensated for 1,000 hours of service during the plan year). In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $26.10 Hiring Maximum: $27.74 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $42k-52k yearly est. 1d ago
  • Director, General Lines (Commercial Insurance Sales)

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $114.1k-218k yearly Auto-Apply 3d ago
  • Director, Retirement Income - Life Company

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do: Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas. Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals. Conducts data analysis to influence strategy to achieve business outcomes. Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income. Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members. Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. 8 or more years of related experience in financial services operations to include process improvement and business analysis. 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income What sets you apart: US military experience through military service or a military spouse/domestic partner Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) Current Life and Health (Group 1) license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER™ (CFP ) designation 10 or more years of Retirement Planning and/or Annuity experience. 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. 3 or more years of direct leadership experience over other managers (leader of leaders) RICP (Retirement Income Certified Professional) Designation Experience managing a team of investment advisors in a call center environment. Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $114.1k-218k yearly Auto-Apply 2d ago
  • Database Engineer (Azure SQL)

    Arrowmark Partners 3.8company rating

    Denver, CO job

    Database Engineer (Azure SQL) Employment Type: Full-time, Permanent For consideration, interested candidates should send a resume and cover letter directly to **********************************. Position Overview ArrowMark Partners is seeking a full-time Database Engineer to partner directly with our Data Architect in maintaining and improving our Azure SQL Managed Instance. This role is primarily focused on database health, optimization, and integration of new data sources . The ideal candidate is proactive, detail-oriented, and eager to take ownership of the technical foundation that supports our data architecture. Key Responsibilities · Maintain and optimize the database layer (schemas, objects, queries) within Azure SQL Managed Instance. · Proactively identify unused or redundant objects and streamline database structures. · Improve performance through indexing strategies, query tuning, and schema design. · Reduce redundancy by implementing reusable structures such as views and table-valued functions. · Document database design, processes, and technical workflows. · Integrate and validate new data sources to support business initiatives. · Collaborate closely with the Data Architect to implement best practices and long-term data strategies. · Partner with the IT team on topics such as backups, security, disaster recovery, and compliance to ensure a reliable and secure environment. · Coordinate with the external data vendor for support, while driving proactive internal improvements. Qualifications · 4+ years of experience as a SQL Database Administrator, Data Engineer, or similar role. · Strong hands-on expertise in SQL Server (T-SQL, indexing, partitioning, query optimization). · Experience with Azure SQL Managed Instance or Azure SQL Database. · Solid understanding of relational modeling, normalization/denormalization, and schema design. · Experience building and optimizing views, stored procedures, and table-valued functions. · Familiarity with database infrastructure concepts (backups, DR, security) and ability to collaborate with IT on these areas. · Strong documentation skills and ability to communicate effectively with technical peers. · Proactive problem-solver who takes initiative and delivers reliable solutions. Preferred Skills (Nice to Have) · Experience with Azure Data Factory or other orchestration/automation tools · Scripting knowledge (Python, PowerShell) for automation and data operations · Familiarity with BI/reporting tools such as Power BI (to understand downstream impacts). · Background in financial data, asset management, or related industries. Compensation 1 : [USD] The base salary range for this position is $90,000 - $120,000. Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award. Individual bonuses are determined based on individual, team, and Company performance. Benefits: ArrowMark is committed to offering eligible employees a full-suite of benefit options that includes comprehensive health and life benefits, 401(k) plan, flexible and health spending programs and access to a variety of voluntary benefits. 1 The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado. Actual pay may be different.
    $90k-120k yearly 4d ago
  • Residential Whole Loan Trader

    Janus Henderson Investors 4.8company rating

    Denver, CO job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $180k-210k yearly 60d+ ago
  • Performance Marketing Analyst - Mid Level

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is enhancing its digital experience to better serve our members' evolving needs. To support this, our marketing analytics team is expanding its focus to encompass the with a focus on paid media optimization to drive maximum efficiency & growth. We're seeking a Paid Media Decision Science Analyst to be a foundational member of our marketing team, playing a key role in shaping data-driven improvements across our digital sales experience. In this role, you'll leverage your advanced marketing analytics skills to deliver impactful insights and scalable frameworks that translate data into actionable strategies. This is a fantastic opportunity for a candidate with a strong blend of technical expertise and business understanding, capable of building trust through data and empowering decision-making throughout the organization. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies. Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change. Translates recommendation into communication materials to effectively present to colleagues for peer review and mid-to-upper level management. Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. Understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Delivers analysis/findings in a manner that conveys understanding, influences mid to upper level management, garners support for recommendations, drives business decisions, and influences business strategy. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance) OR Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline with 2 years experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance). Demonstrates competency in mathematical and statistical techniques and approaches used to drive fact-based decision-making. Intermediate and some advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. What sets you apart: 2+ years experience in paid media analytics and in-platform experience. Web Analytics Tools: Google analytics, Adobe analytics Tagging: Teailum, GTM, etc. Journey analysis (mining clickstream & behavioral data). SQL required and python a plus. Predictive modeling experience Compensation range: The salary range for this position is: $93,770 - $179,240. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $62k-77k yearly est. Auto-Apply 2d ago
  • Director, Channel Strategy and Performance

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $127.3k-243.3k yearly Auto-Apply 2d ago
  • Analyst, Knowledge Management Specialist

    Janus Henderson Investors 4.8company rating

    Denver, CO job

    Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity The Knowledge Management Specialist supports the governance, organization, and delivery of critical information assets across the enterprise. This role ensures that firm and product copy, creative assets, and corporate statistics are accurate, accessible, and aligned with strategic messaging across global marketing and related departments. Information assets are not only well-managed but also strategically leveraged to support marketing effectiveness, regulatory compliance, and enterprise-wide alignment. Critically, this role operates at the intersection of operations, data, technology, and creative execution-bridging functional silos to ensure that content is not only well-curated but also actionable, scalable, and insight-driven. The Specialist collaborates across teams to integrate structured data with creative outputs, enabling seamless delivery through digital platforms, content repositories, and enterprise systems. This cross-functional approach ensures that information flows efficiently, supports informed decision-making, and enhances the overall impact of marketing and communications efforts. + Content Governance & Stewardship + Maintain and update standard disclosures, presentation slides, bios, headshots, and product copy across platforms such as Bynder, Seismic, and Qvidian. + Ensure consistency and compliance with firm-wide standards and regulatory requirements. + Information Delivery & Accessibility + Curate and publish reference materials, training guides, and strategic content via the intranet, content repositories, and the Global Marketing Center. + Support automation and migration efforts to streamline access to the single source of truth. + Stakeholder Collaboration + Partner with marketing, compliance, and product teams to align messaging and ensure timely updates. + Serve as the primary contact for content-related inquiries, feedback, and governance support. + Operational Enablement + Document and maintain data-driven processes to reduce redundancies, improve accuracy, and streamline workflows + Facilitate knowledge sharing through department presentations and cross-functional training sessions. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + 0-1 yrs experience + Bachelor's degree or equivalent or related work experience + Strong project management and research skills + Ability to multi-task and manage numerous projects concurrently + Data literacy and analytical skills + Meticulous attention to detail + Positive attitude, strong business acumen and intellectual curiosity + Collaborative and team-oriented, capable of building strong working relationships + Strong writing and editorial skills + An eye for design and brand Nice to have skills + Knowledge of investment management industry + Advanced knowledge of Microsoft Office Suite. Power BI + Experience with Adobe Creative Suite and WordPress + Experience with component content management systems, content governance and/or information cataloging Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $50,000-$55,000. This range is estimated for this role. Actual pay may be different. This role will be posted through November 2025. #LI-MM1 Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
    $50k-55k yearly 60d+ ago
  • Entry Level Nonprofit Canvasser for PBS - $21/hr!

    Donor Development Strategies 3.7company rating

    Denver, CO job

    Public Media Canvassers Wanted! Do you value public media and the role it plays in our society? Join our team in saving PBS! Colorado's most trustworthy source of quality programming, RMPBS, needs your help to connect with the community. Your work will drive meaningful change! Donor Development Strategies (DDS) and RMPBS are looking for Canvassers to join our team and build community support for the PBS affiliate in your community! Requirements: Enjoy talking to people Interested in fundraising for a great cause Value public media and community outreach Ability to walk for 5+ hours outside every day No experience required - we provide paid training Ability to work a 1:00PM - 9:00PM schedule Benefits and Pay: $21/hr base pay. $100 potential weekly bonuses for FT staff. Paid Time Off provided Subsidized healthcare/vision/dental 401(k) with automatic employer contribution Driving on the job is reimbursed at the IRS Rate.
    $21 hourly 60d+ ago
  • Director, Military Affairs Service - Army

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a Director of Military Affairs - Army with extensive staff and leadership experience at a major military command or higher headquarters. The ideal candidate should possess in-depth knowledge of military leadership structures and installation functions, as well as Army active duty and Reserve Forces programs. This position requires the ability to work weekends and long hours, with at least 120 days of travel per year. Additionally, candidates should have 10 or more years of experience in military community engagement, program development, and advocacy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advises the planning, execution, and analysis of Military Affairs service strategies. Collaborates with executive management to establish strategic and operational frameworks and achieve business objectives. Provides consultation and execution support to USAA National Platform issues. Facilitates contact between internal and external partners to complete business agreements and assists with contract negotiations, proof of concepts, and return on investment contract surveys. Collaborates with Marketing and Corporate Affairs partners to ensure accuracy and appropriateness of content and imagery depicting or referencing members of the Armed Forces. Leads and initiates team training opportunities (e.g., New Product information, Marketing Campaign, Eligibility etc.) for Military Affairs Field team and USAA entities. Develops and implements internal Military Affairs processes, policies, and programs to support current and future opportunities. Monitors and evaluates the effectiveness of processes, policies, and programs, adjusting plans as necessary to achieve desired outcomes and address gaps. Facilitates access to Armed Forces installations through dialogue with appropriate levels of military leadership. Represents USAA at selected public events engaging the military community. Advises and trains senior management, new employees, and third-party vendors on military culture and relationship issues. Responsible for the coordination with the Military Affairs field team for trips to military installations. Implements standard processes and management routines to increase efficiency, reduce costs, and improve member experience. Travels regularly to field locations to support team members, assess operations, and maintain positive relationships with key partners. Builds and leads all aspects of a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience engaging the military community to include outreach and relationship building, program development and delivery, and community engagement and advocacy. 3 years of direct team lead or management experience required. 20 years of experience serving in the Armed Forces; attendance at the DOD Keystone Course (Enlisted) or Command and General Staff College (Officer). Proven track record of managing distributed teams and delivering measurable results in a fast-paced environment. Strong leadership, communication, and interpersonal skills Strong discernment, and ability to balance critical thinking with practical implementation skills. Analytical approach with the ability to interpret data and make data-driven decisions. Experience working with clients/customers to realize business issues and develop a strategy for the business's direction from the gathered insights. Demonstrated understanding of tactical, operational and planning, program development and project tracking, and an ability to build and understand business metrics. Possession of Military ID card required. What sets you apart: Military assignment serving in a senior military leadership position. Staff and leadership experience serving at a major military command or higher headquarters. Extensive knowledge of military leadership structure and military installation functions. Extensive knowledge of Army active-duty military, and Army Reserve Forces programs and services. Ability to work weekends in support of Army active-duty, and Army Reserve Force activities as necessary. Ability to work long hours and travel a minimum of 120 days per year to include extended overnight trips to include weekends. 10-years or more experience engaging the military community. Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $127.3k-243.3k yearly Auto-Apply 3d ago
  • Business Risk and Controls Advisor Senior

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Risk and Controls Advisor Senior, positioned in Shared Services Business Risk and Control (SS BRC) first line of defense, you will ensure the overall efficiency of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, program adherence, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Handles risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Risk Program Advisory & Execution: Advise business partners on Process Risk and Control Inventory (PRCI) documentation standards, risk mitigation, control design, and evidence requirements. Ensure process procedures are current, auditable, and business owners are supported. Coordinate RCSA and RIAP results (remediation plans, milestones, metrics) and track closure with clear owner accountability. Support the Issues Management lifecycle (identification, root-cause analysis, corrective action, validation, closure) and maintain the Operational Loss program (event collection, categorization, root-cause attribution, data quality, reporting). Key Performance Indicator (KPI)/Key Risk Indicator (KRI) Design & Performance Insight: Implement business KPIs and KRIs to quantify process and control performance, timeliness, accuracy, and member impact. Ensure owners define metrics and thresholds, enabling automated monitoring where possible. Translate insights into clear, executive-ready narratives and action plans. Control Environment Assessment & Improvement: Assess control efficiency, identify gaps/failures, and recommend remediation strategies. Prepare for and support internal/external audits and regulatory exams, coordinating documentation and responses with owners. Stakeholder Engagement & Communication: Serve as a trusted advisor to Business Operations, Process Owners, IT, Compliance, and Risk Management, influencing through strong relationships. Facilitate workshops, working sessions, and readouts, simplifying complex concepts for diverse audiences. Data Quality, Governance & Insight Generation: Handle risk assessment data, ensure data lineage and evidence integrity, and leverage critical thinking to develop data-driven insights. Continuous Improvement & Risk Oversight: Find opportunities to streamline risk assessments, reduce duplication, and improve program usability. Champion first-line ownership and build durable controls aligned with member and employee value and operational excellence. Proactively find opportunities to improve and strengthen the control environment and translate control deficiencies into actionable recommendations for governance practices. Drive improvement efforts to correct or prevent unfavorable trends and assess impacts. Risk Data Analysis & Reporting: Conduct risk data analysis, prepare reports, and perform trend analysis using business intelligence tools. Regulatory Compliance & Control Oversight: Provide control oversight to ensure compliance with laws and regulations. Ensure risks associated with business activities are effectively identified, measured, supervised, and controlled per policies and procedures. Senior Management Advisement: Advise senior management on control environment status, risk identification, and control weaknesses, raising critical areas. Exception Management: Develop and maintain processes, procedures, and tools for handling exception alerts and monitoring resulting exception cases. Project Management for Remediation: Lead project teams through the concept, planning, execution, and implementation phases for effective and timely risk remediation. Team Knowledge Sharing & Resource: Share knowledge with team members to evaluate control efficiency. Serve as a primary resource to team members. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative field; OR Advanced degree or designation in a risk management or quantitative field, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative field, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities. What sets you apart: Experience implementing and tracking Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to evaluate risk program efficiency. Hands-on experience advising on and implementing specific risk management processes: PRCI, Risk and Control Self-Assessment (RCSA), Risk Identification Assessment and Profile (RIAP), Issues Management, and Operational Loss within a first-line defense framework. Solid understanding of Governance, Risk, and Compliance (GRC) platforms (e.g., EQAM, ServiceNow) and data visualization tools (e.g., Power BI, Tableau) for automating metrics and reporting. Familiarity with financial services regulations (e.g., OCC/FFIEC) and audit practices. Ability to produce high-quality evidence and documentation for audits. Professional certifications such as Certified Fraud Examiner (CFE), Certified Anti-Money Laundering Specialist (CAMS), Artificial Intelligence certification or similar risk/compliance designations are a plus. Excellent communication and relationship-building abilities, with a shown history of influencing senior leaders and collaborating with Compliance, Risk Management, Business Operations, Audit, and IT departments. Strong attention to detail and a self-starter. Compensation range: The salary range for this position is: $103,450.00 - $197,730.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $66k-82k yearly est. Auto-Apply 2d ago
  • Customer Consultant I PT 20

    Alpine Bank (Co 4.4company rating

    Grand Junction, CO job

    General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Regular and reliable attendance is required as an essential function of this position. * Answers the phones for the bank location. * Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. * Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. * Performs general maintenance of customer accounts such as address changes and check orders. * Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. * Performs customer requested research, including printing statements and check copies. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Skill in understanding customer needs and delivering unsurpassed customer service. * Understanding and application of banking compliance regulations. * Ability to rely on instructions and pre-established guidelines to perform the functions of the job. * Effectively manages one's time and resources to ensure that work is completed efficiently. * Strong verbal and written communication skills. * Knowledge of and comfortable using internet software. * Maintains confidentiality. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. Experience: * Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close December 17, 2025, or until filled.
    $18-23 hourly 14d ago
  • Loan Documentation Processor

    Evergreen National Bank 3.1company rating

    Evergreen, CO job

    Full-time Description The Document Processor (DP) holds an essential position with a wide range of duties with a focus on consumer real estate loan documentation. In addition to working closely with all members of the loan and compliance departments in varying capacities, the DP also assists any customer of the bank to the extent possible, in a professional, positive, and courteous manner. Accuracy, efficiency, and consistency are to be exercised when performing all duties of this position. The DP will also communicate with clients and vendors as required. Hands-on training and established online learning courses will be provided (prior experience is helpful). This role offers growth potential and ongoing learning opportunities to advance within the department. Requirements MAJOR DUTIES/RESPONSIBILITIES This list is not all-inclusive and is subject to additions, revisions, and deletions as business necessitates. Process all consumer real estate (TRID/Mortgage, HELOC) and consumer installment loans in the loan origination software; Prepare early disclosures and loan closing documents, and add them to the Files in the loan origination software. Order Flood Certificates through loan origination software. Order title work for real estate loans, update and upload title docs to the loan origination software; Verify loan files are complete, and that info is accurate and precise to close; verify closing info; Prepare and maintain physical loan files, original documents; Book new loans from the loan origination software into the Bank Core System. Vigilantly monitor and respond to loan origination software tasks, questions, comments, etc.; Scan all Loan origination software loan documentation to the electronic filing system, index, and verify correct. Ensure the tickler system is established at the onset of booking new loans, track receipt of documentation, collateral perfection, and loan-specific dates; Provide the Insurance processor with pertinent info relating to new and paid loans; Flood certificate entry and billing; Adverse action-related notices - upload docs from Loan software to shared folders; Special Handling of General Ledger reconciliation; Cross-train with other department members as backup support. Assist with special projects or audits as requested. Answer calls, including account balances and payoff requests; Perform Notary services; Perform other duties upon request. MINIMUM REQUIREMENTS Related Experience and/or training. Work-related experience should consist of a background in financial institution loans, operations, sales, or customer service. Educational experience, through inhouse training sessions, formal school or financial industry-related curriculum Experience, knowledge, and training in branch operations activities, terminology, and products and services relating to retail and commercial account customers Basic knowledge of related state and federal banking compliance regulations and other bank operational policies Computer skills and operations, competency in Microsoft Office and other bank software programs Typing skills to meet the needs of the position EXPERIENCE/EDUCATION/SKILLS REQUIRED Thorough knowledge of TRID regulations and real-world applications High school diploma or equivalent Excellent analytical, problem-solving, and customer service skills Exceptional oral and written communication skills Ability to prioritize, multitask, and meet deadlines Ability to communicate effectively Ability to work well independently and in a team environment Authorization to work in the U.S. without employer sponsorship WORK ENVIRONMENT Downtown Evergreen Main Branch Loan Department M-F 8:00 AM - 5:00 PM Computer and telephone usage for extended periods of time REQUIRED SKILLS Keen attention to detail Effective interpersonal communication Time management Teamwork Organization Initiative to work independently with general supervision Desire to learn new skills and grow with our team COMPENSATION AND BENEFITS Salary range: $23 - $28 per hour Retirement Benefits with a matching program Full paid Medical, dental, life, and vision insurance Paid time off Salary Description $23-$28/hour
    $23-28 hourly 18d ago
  • Insurance Professional - Sales and Service

    USAA 4.7company rating

    Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated insurance professionals to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920 for future insurance opportunities in 2026. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Training Schedule: Monday - Friday 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. Work Schedule: All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. Salary: The hiring range for this position is: $46,400.00 - $48,900.00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $46.4k-48.9k yearly Auto-Apply 3d ago
  • Fraud Analyst

    Cobank 4.8company rating

    Greenwood Village, CO job

    A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: Careers with a purpose Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description Investigate, resolve and monitor the bank's Anti-Fraud Program, including the bank's cash management platform, and provides critical support to customers by managing all customer check/wire/Automated Clearing House (ACH) fraud cases from initial detection through ultimate resolution (recovery or denial). Ensures that customer check/wire/ACH fraud case files are complete, organized and well-documented, and that all activities performed are recorded. Supports internal CoBank notifications and customer and association communications, and if appropriate, assists in the preparation regulatory reports. Conducts daily review and analysis of fraud monitoring systems' output and monthly analysis of fraud data. Essential Functions Monitors continuous fraudulent activity for established fraud cases in order to file regulatory reports. Manages relationship between claimants and CoBank on ongoing fraud recovery cases through resolution. Tracks and coordinates customer-related fraud cases from confirmation of fraud to resolution of claim. Sends confirmed CoBank / Agriculture Credit Association (ACA) Fraud Case Notifications to relationship managers, management and executives as applicable, providing information and regular updates. Receives and processes recovery from counterparty banks for fraud cases. Performs continuous follow-up activates on recovery cases with counterparty banks. Monitors and tracks all open fraud cases, and coordinates communications, documentation and internal distribution of Fraud Cases Summary Report. Analyzes transaction returns to identify and record fraudulent items. Education Bachelor's Degree required Work Experience 3 years of experience, preferably in banking or financial services, fraud or risk management required Physical Exertion Details Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Travel Requirement Details Occasional Travel occurs infrequently (typically, once a month or less). About CoBank The typical base pay range for this role is between $61,300 - $70,100. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. 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. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
    $61.3k-70.1k yearly Auto-Apply 60d+ ago

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