Legal & General Investment Management America jobs - 52 jobs

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. Conduct real time audit file examination process for Underwriters at grades E5, E6, and E7. This includes audits of approved applications within our retention so that only those risks that adhere to Company standards are accepted thereby preserving the integrity of the mortality and the overall pricing; and conduct Post Issue APS (PIA) file reviews. Provide quality review by identifying inconsistencies in the underwriting process or the criteria used by the underwriters for classifying risk. Responsibilities Identify risks not underwritten in compliance with company standards of underwriting. Report errors/infractions to VP, Underwriting Audit. Ascertain that all randomly selected approved cases are reviewed on a daily basis for compliance with Company standards of underwriting. Report to VP, Underwriting Audit any findings requiring further review or action by management. Communicate, as needed, with Underwriting Management where the file examination has uncovered noncompliance with Company standards of underwriting. Document results of file examinations, identifying specific areas of noncompliance or deficient underwriting. Provide recommendations to Underwriting Audit/Management as to potential weaknesses in underwriting training and deficiencies of individual underwriters. Provide quality control review to identify any administrative errors which affect the quality of the product being delivered to the consumer. Perform ad hoc audits on individual underwriters as requested by the Underwriting Management, and/or as directed by the Chief Underwriter or Chief Medical Director Report to Underwriting Audit/Management any inconsistencies or deficiencies in the risk selection process that are identified during the file examinations. Complete other assignments/functions as directed. Qualifications Education BS/BA degree preferred or applicable work experience Industry coursework (FALU, CLU, ChFC, LOMA) Experience/Knowledge Minimum 8 years of individual life underwriting experience Working knowledge of Microsoft Word, Excel, Access and Power Point Working knowledge of underwriting and policy issue process Extensive experience with large case and impaired risk underwriting. Skills Must be able to communicate/interface clearly and effectively at all levels in the organization Possess highly effective problem solving skills Be methodical and attentive to detail Must possess highly effective interpersonal skills What's in it for you? The expected hiring compensation range for this position is $107,800 - $125,200 annually. This is a remote opportunity, operating on EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

As a Payroll Accountant, you will be a key player in our Finance & Accounts Division. Your responsibilities will include: Payroll Management: Handling end-to-end payroll processes, ensuring accurate and timely disbursement of salaries. Financial Reporting: Contributing to the preparation and analysis of financial reports, supporting informed decision-making. Compliance: Ensuring compliance with local and international regulations related to payroll and finance activities. Collaboration: Collaborating with cross-functional teams to streamline financial processes and enhance overall efficiency. Qualifications and Skills To excel in this role, you should possess: Educational Background: A degree in finance, accounting, or a related field. Experience: Proven experience in payroll management and financial reporting. Analytical Skills: Strong analytical and problem-solving skills to interpret financial data. Communication: Effective communication skills to collaborate with internal teams and stakeholders. Software Proficiency: Familiarity with relevant accounting and payroll software: GP/AX /NAV (BC) Experience Preferred

ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult

Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. Strict adherence to business unit compliance requirements. An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Expertise and Skills You Bring Bachelor's degree preferred and least 3 years of financial services experience Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire Customer facing experience Demonstrated familiarity with Financial Planning Concepts Presentation experience preferred Demonstrated ability to independently problem solve/prepare for new challenges Willingness to build professional, persuasive presentations with a clear call to action Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM Ability to conduct onsite & virtual workshops (75% travel) Bi-lingual/multi-language speaker a plus The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors GROW in your skills to deliver more, world-class planning and education experiences for our participants WIN on behalf of our clients, our participants and Fidelity Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Communication Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Benefits Strategist - Hybrid (Columbia, SC) The Benefits Strategist is responsible for the strategic design, implementation, and management of comprehensive employee benefits programs across multiple associations. This role ensures alignment with client needs, enhances employee satisfaction, and maintains compliance with all regulatory requirements. The Partner collaborates closely with internal teams and external vendors to deliver competitive, high-quality benefits solutions and drive continuous program improvement. What You'll Do: Develop and execute benefits program strategy and design, ensuring competitiveness and cost-effectiveness. Manage vendor, broker, and carrier relationships, including performance reviews and contract negotiations. Lead annual benefits plan reviews, assessing coverage options and identifying cost-management opportunities. Analyze market trends to maintain adaptive and attractive benefits offerings. Partner with internal stakeholders (Benefits team, HR, Finance, Compliance) to align benefits with organizational needs. Provide expert guidance on benefits utilization, regulatory updates, and industry best practices. Ensure compliance with federal, state, and local regulations (e.g., ACA, HIPAA, IRS). Conduct audits and proactively adjust programs in response to legislative changes. Monitor and report on program performance, delivering insights and recommendations to leadership. Support special projects and continuous learning to stay current on industry practices and policies. What You'll Need: Bachelor's degree in Human Resources, Business Administration, or related field; advanced degree preferred. Minimum of 7 years of progressive experience in benefits program management, ideally in a multi-employer or service provider environment. CEBS or equivalent certification in benefits administration strongly preferred. Deep expertise in benefits compliance, vendor management, and program design. Strong analytical skills with the ability to interpret data and drive actionable insights. Excellent communication and presentation skills for engaging vendors and key stakeholders. Proven ability to solve complex problems and collaborate effectively across diverse teams.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest You work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. As a Director, Retirement Planner, you're a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. The Expertise We're Looking For Bachelor's degree preferred or equivalent work experience 5 years minimum investment sales/financial planning experience Series 7,63 (required) 65/66 within 90 days of hire In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. Proven track record in generating sales and managing relationships with high-net-worth clients The Purpose of Your Role As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You'll be responsible for understanding the client's unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. The Skills You Bring Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. Your exceptional presentation skills in virtual, one-on-one and group settings. Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars The Value You Deliver You'll be responsible for exceeding assigned targets and driving both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. How Your Work Impacts the Organization You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

As a High Net Worth Service Associate, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request COVID work policy Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. Dynamic working - post pandemic Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Learn More: Dynamic Working Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact accommodationsgermany@fmr.com Fidelity Privacy policy Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, Sales

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

Community Learning & Development Coordinator: Microsoft Stack Qualifications: 5+ years of professional experience in Learning & Development and/or Instructional Design Skilled in creating different forms of effective training content - competency in Articulate 360 a plus. Strong familiarity with Learn365/LMS365 High proficiency in Microsoft 365 suite. Some experience with using SharePoint - LMS is a plus (SCORM, data and metrics performance tracking etc.) A PLUS Excellent communicator with astute project management skills. Collaborative, flexible, and motivated individual with a commitment to excellence. Keywords: Education: MS/MA Skills and Experience: INSTRUCTIONAL DESIGN ARTICULATE LOGISTICS METRICS PROJECT MANAGEMENT CRM --- Extended ------ Extended Job Description --- Examination and Evaluation Specialist to join our post-graduate higher education team. The successful candidate will be responsible for designing, developing, and implementing assessment tools, including quizzes, assignments, and forms, using Microsoft Teams. This role is crucial in ensuring the effective evaluation of learners' progress and performance. Key Responsibilities: Assessment Design: Develop and design quizzes, assignments, and evaluation forms tailored to course objectives and learning outcomes. Implementation: Utilize Microsoft Teams to create and distribute assessment tools, ensuring seamless integration with course materials. Evaluation: Monitor and assess learners' performance, providing timely feedback and support to enhance their academic progress. Collaboration: Work closely with faculty members to align assessment strategies with curriculum goals and standards. Data Analysis: Collect and analyze assessment data to identify trends, strengths, and areas for improvement. Generate detailed reports on learners' performance and progress. Use data insights to inform and enhance teaching strategies and curriculum development. Present findings to relevant stakeholders, including faculty and administrative staff. Continuous Improvement: Stay updated with the latest educational technologies and assessment methodologies to continuously improve the evaluation process. Support: Provide technical support and training to faculty and students on using Microsoft Teams for assessments. Qualifications: Education: Master's degree in Education, Educational Technology, or a related field. Experience: Proven experience in designing and implementing assessments in higher education settings. Technical Skills: Proficiency in Microsoft Teams and other educational technologies. Analytical Skills: Strong ability to analyze data and generate actionable insights. Communication Skills: Excellent written and verbal communication skills. Interpersonal Skills: Ability to work collaboratively with faculty, staff, and students. Preferred Qualifications: Experience with online learning platforms and digital assessment tools. Familiarity with post-graduate education standards and practices.

The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy Juris Doctorate (ERISA specialty) Your responsibilities will include: Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs Skills required for the role: Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus Outstanding partnership skills and ability to inventively influence others across groups Strong critical thinking and problem-solving skills Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Consulting

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. The Commission Associate will deliver prompt, accurate and courteous service by handling verbal and written inquiries for general agencies and other LGA departments concerning Commissions. Responsibilities Review daily commission activity including payment listings and error reports. Audit random records for accuracy. Research amounts that require management approval and verify their accuracy. Report results to management daily. Prepare checks and EFT payments for distribution to agencies. Research and respond to agency compensation related requests such as confirmation of payment dates, rates of commission, hierarchy records and stop payment requests. Coordinate corrections with Administrative Services Unit and Finance Department staff. Communicate result to agency staff. Prepare and submit for approval appropriate check requisitions and other administrative forms to ensure correct and timely payments or compensation adjustments. Maintain records of tax levies, social services required income withholdings, escheat accounts and other required commission monitoring. Set up payment amounts and dates according to standard, draft correspondence to impacted broker and government agency upon set up, payment and release. Review and verify 1099 MISC reporting records for accuracy and process corrections as needed. Research agency/broker debit balances, determine accuracy and develop documentation in support of the balance due. Maintain agent debt management file and record payments received, collection agency fees and legal expenses. Respond to broker inquiries and correspond with collection agency. Record daily task activity and maintain record tables for processing issues. Complete special projects and provide administrative support to other business areas as directed by management. Process monthly suspense report- verify if funds need to be paid to an agent and balance out report for Finance. Prepare correspondence, emails, letters, memos, reports. Review, prepare and distribute bonus reports. Complete special projects and provide administrative support to other business areas as directed by management. Qualifications Education High School diploma or equivalent Some college preferred Experience/Knowledge 2+ administrative/customer support experience Skills Client service/phone handling Ability to problem solve and analyze commission statements Computer knowledge - ability to create, edit, retrieve, save, and print Ability to learn new software Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook & Access) What's in it for you? The expected hiring compensation range for this position is $48,500 - $58,000 annually. This position is a hybrid role, reporting into our Frederick, MD office three times per week. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * You have a voice! You are encouraged to share your voice through multiple channels, get involved with our Employee Experience and DEI committees to drive and continue the health and wellbeing of our organization for everyone. * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment & Format: This is a remote position, ideally with someone based in Orange County (Irvine, Costa Mesa, Newport Beach, Santa Ana, Anaheim, Orange, Huntington Beach, and Fullerton). Job Overview: Under general supervision, this position will be part of the Claims Legal team, which will provide settlement authority and general strategic support for claims/exposures that exceed the line units authority. The position encompasses a variety of responsibilities that include the analysis of unique jurisdictional concerns and ensuring consistency in claims positions. Overall, this position will assist in consulting on complex claim files that are reported to Claims Legal. Responsibilities: * Responsible for consultation with claims staff in a variety of claims issues, including but not limited to, coverage, indemnification, policy limit demand reviews, indemnity agreement review, release language review. * Identifies coverage issues which require assignment to outside counsel and works with outside counsel as needed. * Directly handle some policyholder suits against the company and work with outside counsel in managing the litigation. Will need to attend mediations as needed. * Assists in training to claims staff on various jurisdictional issues and/or Fair Claims Practices training. * Respond to insurance claims questions from a variety of departments. * Works closely as part of the Claims Legal team in providing outstanding service to claims staff. * Responsible for tracking claim files reported to Claims Legal ability to stay organized, and diary cases for future follow-up. * Participate in roundtable discussions on a variety of claims topics, including trial authority, and taking the lead on future follow-up of action items. * Will work collaboratively with current Panel Counsel to ensure consistency of service to CIG insureds. May also participate and/or take the lead in identifying new firms to join Panel list. * Work with Analyst in Claims Legal in ensuring consistency of Reinsurance reporting as required. * Ability to analyze complex insurance claims situations and develop recommendations to be shared with claims staff. * Ability to handle conflicting requests from multiple stakeholders in a fast-paced environment while paying attention to detail. * Good communication and interpersonal skills, ability to work independently and in a team setting. * Ability to interface with multiple levels of the organization. * Ability to travel ( * Ability to stay organized and manage time effectively in order to manage competing priorities. * Have effective research skills and ability to stay current with changes in case law and regulatory changes. * Job description is not prescriptive, but rather a guide as to the duties and responsibilities you will have, however it is not limited to the listed above. Minimum Requirements: * Bachelors degree and JD from an accredited law school required. * Member in good standing of any CIG operating state (Arizona, California, Nevada, Oregon, Washington) bar required. * Minimum of 8 years experience in property and casualty insurance required. * Experience working inside insurance company claims department and/or law firm setting required. * First Party Property experience strongly preferred. * Experience advising on or litigating first party property coverage issues strongly preferred. * Experience with adjustment and/or oversight of complex claims is strongly preferred. * Experience in following jurisdictions preferred: California and Washington. * CPCU preferred. * A valid drivers license may be required. Salary Range: $107,669 - $177,654 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. The Management Information Analyst will be responsible for providing operational performance and insight reporting and analysis. This role involves working closely with various business areas to understand their processes, workflows, objectives, and information reporting requirements. You will be required to design, build, and publish performance insights through complex data analytics, utilizing business tools such as Databricks and Power BI. You will support the business as a lead enterprise data and reporting resource, enabling data-driven decision-making at all levels of the organization. This includes managing the creation and delivery of daily, weekly, and monthly reports to key stakeholders. You will take ownership of collecting accurate, clean, and impactful data, and successfully translate data intelligence into actionable insights for both technical and non-technical audiences. Additionally, you will contribute to corporate goals, including growing sales, reducing expenses, and increasing profitability. Responsibilities Provide insights that support key business operations functions, including the acquisition value chain, Inforce insurance servicing teams, claims provision, and financial performance. Work closely with stakeholders to resolve issues, conduct root cause data analysis, enabling continuous improvement. Develop reports and data visuals from both customer requests and proactive inquisitive, inclusive of time estimates for construction, testing and presentation. Communicate reporting outcomes and recommendations to stakeholders, explaining data any assumptions and limitations. Perform complex data quality assessments on data sources and products, ensuring referential and historical integrity. Perform functional and gap analysis to support new and existing reports, dashboards, and analytics. Act as a subject matter expert for supporting the Operational planning leadership team in the creation and delivery of operational data that encourages and inspires growth, cost efficiency and customer focused delivery. Collaborate with data and governance to ensure data governance standards, including data quality, privacy, and security, to ensure compliance with internal and regulatory policies. Demonstrate the capability and desire to learn emerging skills and/or programming languages that improve Operational Planning and Forecasting through automation. Working closely with the business planners to assist in model upkeep and data modelling that supports time series, multi linear regression and holt winters modelling techniques. Qualifications Education Bachelor's Degree in Computer Science, Economics, Finance, Business Analytics, Management Information Systems, Statistics, Applied Mathematics or equivalent practical experience. Experience/Knowledge Over 5 years of experience in Data analysis based roles with a proven track record of delivery. Advanced understanding of data cataloging tools, SQL, DAX, and data modeling. Experience in data quality management. Proven ability to optimize business processes in a data-driven manner. Skilled in extracting data from various databases and systems for enterprise-grade reporting. Preferred experience in statistical modeling techniques and forecasting methodologies. General knowledge of life insurance company operations is preferred. Skills Highly organized and detail-oriented, with strong analytical and problem-solving skills. Proficiency in DAX, SQL, and VB is required. Familiarity with Python data engineering is preferred. Experience with databases and writing SQL & DAX queries to access data is required. Proficiency in Power BI is required. Preferred experience with cloud computing (Azure, AWS, Databricks). Demonstrated experience in data analysis and the ability to understand core business success drivers. Proven ability to present in an appropriate way based on the audience. Providing meaningful business insights from data that assist in business strategic decision making, not just produce reports. Excellent communication skills, both verbal and written. Ability to learn quickly, follow directions, and execute tasks independently. Capability to plan and execute all phases of a project with both group and independent responsibilities. Preferred ability to assist, train, and mentor other staff members. What's in it for you? The expected hiring compensation range for this position is $90,800 - $124,900 annually. This is a remote opportunity, operating on EST. Candidates local to the Frederick, Maryland area preferred. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 8% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 15 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Customer Service

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. The Document Indexing Supervisor will effectively manage document indexing and check team staff, work and expenses to meet or exceed pre-defined productivity and quality standards and customer expectations. Responsible for the accurate entry of all formal applications and App Assist interview, accurate indexing of all Delivery and New Business documents, and accurate processing of all checks and money instruments to meet or exceed pre-defined productivity and quality standards. Responsibilities Manage staff and work all work streams to ensure the accurate doc type assignment of all Customer Service, Delivery and New Business documents, processing of formal applications and requests for life insurance, and all other facets of work are completed to meet or exceed pre-defined productivity, quality and service standards. Interface and maintain relationships with agencies, vendors, and internal departments as necessary to ensure successful processing of all new business cases and resolution of escalated issues. Implement solutions to improve efficiencies in an effort to maintain or reduce costs and cycle time. Train staff and measure staff proficiency by conducting ongoing quality control review of work product. Provide feedback and additional training to staff as needed to develop skills to meet or exceed company's standards. Monitor and document staff performance to include productivity, quality, work habits and all other measurable functions or attributes. Provide coaching and feedback, training and and development plans. Write and provide annual and year end formal performance reviews. Develop and maintain procedures for all facets of work. Work with Legal/Compliance area, as directed, to update procedures and processes to ensure 100% compliance with all state and other regulatory entities. Develop and mentor staff to be fully cross functionally trained for all work within the team. Manage to and effectively complete projects and goals within deadline. Complete all other reports and projects accurately and timely, including time approvals, staffing justifications, monthly volume reports, performance reports, quarterly goals, and other projects as assigned. Direct the implementation of new technology and validate systems and workflow and daily volume to ensure all processes are functioning correctly and policy contract is 100% accurate. Identify any system weaknesses and define options to remedy. Work with IT to test and implement all system modifications. Manage relationship with 3 rd party vendors related to system changes and upgrades keeping Sr. Manager informed of all changes and any know impacts or risks. Qualifications Education 2 years college Experience/Knowledge 4+ years management experience 4+ years experience in an administrative related position Life, Property and Casualty or Health experience preferred Skills Leadership skills People management skills Strong time management and organizational skills Strong and effective communication skills Project management skills Strong Analytical and technical skills Effective decision making skills Knowledge of Microsoft Office (Word and Excel) What's in it for you? The expected hiring compensation range for this position is $78,800 - $90,000 annually. This position currently requires onsite reporting for up to three days per work week with flexibility of work from home days the remaining two. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 8% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 15 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. Our vision is to cover more American families through digital solutions, and we have been delivering market leading double digit growth in the last 4 years going from #8 to #3 market position in term life market. We are looking for a senior IT leader to lead infrastructure projects across our Microsoft Azure cloud and on prem data center. Must possess transformation experience and be a change advocate for the team, department, and organization. Responsible for managing all infrastructure functions, working with IT leadership to deliver high quality results on schedule. Foster, build, and lead a team who are empowered to continually improve. Work directly with stakeholders to understand needs, gaps, opportunities, and develop infrastructure, data center and telecommunication practices to meet the organization demands and support corporate goals. Infrastructure Services · Systems Administration · Systems Engineering · Virtualization Engineering · Storage Management · Network Engineering · Data Center Engineering This role will also need to be forward looking, working with the Cyber Security teams, and Application Engineering team to align practices, transformation initiatives, technology roadmaps, and capacity planning. This will require a culture of strong partnership, excellent project management and oversight, developing detailed plans, and rigorous status reporting, The infrastructure and services department is split into RUN and CHANGE teams. The RUN teams are focused on managing production and preproduction ecosystems with ownership for availability, performance, scalability, and stability based on XLA service model managed by our strategic partner Tata Consultancy Services. This role is focused on CHANGE goals and visions to build for the infrastructure future that aligns with both technology strategy and business growth strategy. This role owns the infrastructure architecture and future state definitions, executions. Responsibilities Ensure infrastructure solutions are compliant with corporate policies/standards and state regulations. Stay abreast of new policies/regulations to ensure proper planning & budgeting is completed in advance of compliant timeframes. Collaborate closely with the cyber security team to maintain a strong cyber posture, security first, and cyber aware culture. Earn trust by providing consistent service delivery, regular reporting, transparency, and handling escalations promptly. Plan, prioritize, assign, supervise and review the work of assigned staff performing a variety of work activities. Ensure that SLAs/OKR's are developed to meet business expectations, identify gaps between capability and expectations, remediate those gaps, and continually measure for compliance. Ensure a high standard of service performance by managing teams to adhere to the appropriate policies and procedures. Effectively manage vendors and their relationships in compliance with LGA's Vendor Management Policy and Program Procedures; as well as ensure that commercial, contractual, and performance obligations are adhered to and maximized. Assess and manage infrastructure (hardware, software, network) risks. Report risks to senior management along with mitigation recommendations. Architect, build, and maintain best in class hosting environments for enterprise applications. Maintain hardware/software asset management, including maintenance of network component inventory, life cycle management, and related documentation. Ensures the highest levels of database server performance and stability through monitoring, optimization, and disaster recovery planning. Works with the IT senior leadership team on the service portfolio and governance required to prioritize resources, including budget. Works with key stakeholders to measure and prioritize technical debt remediation. Self-starter who self-assesses and solicits feedback from others to improve their performance. Research new technologies, making recommendations to senior management, forecasting future needs/capacity planning, and participating in the strategic planning/evolution of the company's internal and outsourced systems, security and business continuity requirements that are scalable to meet the company's growth expectations. Provide guidance and career mentoring to staff. Identify role progression and suggest training and certification goals. Hold regular 1-on-1 meetings with staff to stay abreast of staff issues and provide feedback on staff performance. Direct team assignments and work plan for a team of 10-15 staff. Provide clarity on team project priorities and empower the team to deliver solutions using Agile Scrum methodologies that continually improve effectiveness and deliver value to the business. Hold regular team meetings to ensure open communication with team members. Develop and manage infrastructure budget. Perform comprehensive budget planning to ensure business infrastructure needs are considered. Manage costs to the agreed annual budget. Qualifications Education BS in Computer Science or equivalent. Technical certifications (MSCE, MCP, MOS, CCNA, CCDA, CISSP, CISM, ITIL, COBIT etc.). Experience/Knowledge Senior to Advanced level (5+ years of leadership experience, 15+ years of infrastructure experience, 5+ years of people management experience). 3+ years' experience of public cloud like Azure, AWS. Proven stakeholder management experience at all levels. Exhibits strong leadership capabilities and emotional intelligence skills, and is a proven, results oriented individual focused on delivering customer value. Skills Passion for excellence in infrastructure modernization, advancing infrastructure capabilities, automation, and proactive monitoring. Expertise in Agile Scrum/scaled agile processes and concepts. Ability to understand and breakdown complex problems and frame problems to create cross team alignment and effective solution ideation. Strong leadership and management skills - creates and drives strategic vision, mentoring and coaching of staff and continuous feedback and support through effective planning and tracking. Proven solid written and oral communication skills with the ability to effectively communicate status and issues to executive management. Proven stakeholder management and ability to interact at all levels using expert presentation skills and material to effectively communicate and influence stakeholders. Proven capabilities in managing a budget of at least $5m with clear controls and reporting. Proven experience in IT leadership, with a clear track record of meeting SLA's and KPI's. Reports To Vice President, Infrastructure & Operations Staff 15 + Including Permanent and Service providers (Network Eng, Telephony Eng, System Eng) What's in it for you? The expected hiring compensation range for this position is $157,100 - $227,800 annually. This is a hybrid opportunity working in our Frederick, MD office. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.

Job Description Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily and in 2024 we completed $2.2 billion in premium written, representing our largest year on record. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Purpose and Objective The Retirement Services Pension Analyst is responsible for supporting clients from Legal & General's U.S. Pension Risk Transfer (PRT) business. Analyst's handle incoming processing for assigned book of business while ensuring timely customer service is provided to our annuitants. The incumbent will work collaboratively with the Analyst team and other key stakeholders. Role and Responsibilities Support Group Annuity Contract (GAC) specific standard methodologies and procedures aligned with benefit specifications and associated plan or client requirements. Complete all tasks timely and accurately to ensure service levels of the analyst team are upheld. Tasks include but are not limited to handling monthly payments, new payment set ups, death processing, and monthly reconciliation of files for GAC's. Conduct testing according to plan requirements by identifying, tracking, and reporting issues in a timely manner after GAC as been onboarded. Review system requirements, processes, and recommendations aligned with plan requirements and promptly provide comments and feedback to Intellipen. Execute on projects in their entirety and proactively collaborate with others, as needed, on any issues/roadblocks. Collaborate on any issues and assist in completing any testing of new system updates and collaborate with others, as needed, on any issues. Adhere to contracts in accordance with the plan sponsor requirements and execute annuitant certificate processing within plan guidelines. Actively participate in team trainings to ensure understanding and adherence to evolving processes and responsibilities. Support the continuous development and documenting of procedure manuals for any job-related processes. Ensure all errors and issues are reported timely through risk management process. Assist in training new employees on job functions by reviewing each core task and demonstrating how to accurately complete as needed. Complete all other tasks and projects assigned by supervisor/manager as needed. Requirements Qualifications · Bachelor's Degree or equivalent work experience · 1+ year of customer service experience in financial services industry. Pension customer service or retirement plan administration experience preferred. · Strong analytical, organizational, and project management skills. · Ability to balance multiple priorities in a fast-paced environment. · Exceptional oral and written communication skills as well as presentation skills; ability to deliver information in a concise manner in various formats. · Proficiency in Microsoft Office product suite, advance Excel experience a plus. · Willingness to travel as needed for company sponsored events primarily in CT/MD area. · Ability to collaborate in team environment and partner with various departments on process advancement. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $60,000 - $70,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 5% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live. As a recognized market leader of term life insurance, we're working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures. We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture. The Manager of Technical Solutions will execute the creation and implementation of cutting-edge digital platforms that align with business strategies and drive the organization's digital transformation. This role will be responsible for engineering and QA leadership, executing innovative solutions, and ensuring delivery coordination across multiple platforms while eliminating technical debt. This role will collaborate across scrum teams to develop scalable, maintainable, and future-ready systems and technologies as well as the reduction of satellite IT. Responsibilities Digital Platform Excellence: Lead the development and implementation of Horizon and other digital platforms using microservices, cloud technologies, AI/ML, and DevOps principles. Build scalable, high-performing, secure, and aligned with business goals. Scrum Management & Agile Delivery: Lead and guide the scrum team to ensure the delivery of high-quality, architecturally sound solutions. Facilitate the agile development process, ensure the team adheres to sprint goals, and drive continuous improvement within the team. Promote a collaborative and high-performance culture within an agile team. Engineering Excellence: Execute a unified engineering design practice that ensures architectural and design standards are followed across all projects. Oversee applying best practices in software development, ensuring performance, stability, and scalability while minimizing risk and preventing technical debt. Technical Execution: Guide design reviews, code quality standards, and technical decision-making across the stack. Team Leadership & Development: Build, mentor, and retain a diverse, high-performing team of engineers, quality assurance analysts, and other technology professionals. Foster a growth mindset, ensuring teams have the skills and capabilities to deliver innovative solutions. Continuous Improvement & Innovation: Promote innovation and transformation by seeking out opportunities to improve processes and platforms in support of the company's business goals. Collaboration with Key Stakeholders: Partner with product managers and other scrum teams and stakeholders to ensure alignment between technology and business goals. Execute jointly prioritized product and technology roadmaps that drive efficiency and business transformation. IT Cross-functional Collaboration: Partner with teams across the IT organization (including cybersecurity, infrastructure, and PMO) to ensure cohesive, standardized, and architecturally sound technology implementations that deliver value to the business. Technical Debt Prevention & Elimination: Ensure that technical debt is actively managed, with clear strategies for preventing its accumulation. Implement practices for tracking, resolving, and preventing technical debt across platforms, aligning with the overall technical strategy. Innovation & Emerging Technologies: Stay ahead of the curve by identifying and evaluating emerging technologies that could enhance digital platforms and business capabilities. Lead innovation efforts through proof-of-concept work, piloting new tools and platforms, and exploring ways to incorporate AI, machine learning, and cloud technologies Qualifications Education Bachelors required or equivalent relevant experience Master's Degree Preferred Experience/Knowledge 5+ years of experience leading complex technology initiatives, particularly in digital transformation, platform development, and emerging technologies (cloud, AI/ML, microservices). 2+ years of experience in people management, fostering innovation and excellence in high-performing teams preferred. Proven experience in engineering excellence, delivery management, and scrum management in agile environments. Demonstrated experience driving business transformation and aligning technology strategy with business goals. Skills Demonstrated experience in system development life cycle (SDLC) and in managing end-to-end technology solutions from ideation through to production. Knowledge of microservices architecture, cloud solutions, AI/ML, and DevOps. Expertise in Agile/Lean development methodologies and Continuous Deployment tools and techniques. Ability to lead scrum teams, driving performance, continuous improvement, and delivering high-quality outcomes. Demonstrated expertise in risk management and technical governance, ensuring compliance with industry standards and internal policies. Excellent communication and interpersonal skills, with the ability to clearly articulate technical strategies to both business and technical audiences. Proven leadership abilities with a focus on innovation, mentoring, and developing talent within teams. Ability to navigate a fast-paced, dynamic environment, adapt to changing priorities, and lead teams to success under pressure. Reports To AVP, Digital Technologies & Platforms Staff Team size of approximately 10 (Architects, Sr. Engineers, Engineers) What's in it for you? The expected hiring compensation range for this position is $125,000 - $160,000 annually. This is a hybrid opportunity working on EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.