Accounting Manager jobs at Lincoln Financial Group - 24 jobs

Manager, Financial Reporting (Virtual)
Prudential Financial 4.8
Newark, NJ jobs
Job Classification: Finance & Accounting - Finance & Accounting At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! As part of the Corporate Controllers Department and the CFO Organization of PFI, the Financial Services Organization (FSO) is responsible for the controllership activities in support of the U.S. business units including international activities performed domestically. The Financial Accounting & Analysis (FSO A&A) team supports monthly, quarterly, and annual GAAP and Statutory close processes, including journal processing, reconciliations, and analysis of balance sheet and income statement drivers. The team partners closely with most of the Prudential business units and other corporate areas. This individual will have financial close responsibilities to ensure that all monthly, quarterly and annual accounting/reconciliation responsibilities are completed. Individuals at this level typically have some understanding of the firm's different businesses and related economics as well as some industry experience and/or subject area expertise in one or more specific skill sets, business areas, or products. The current current employee work arrangement for this position is Fully Virtual. While this position does not require your on-site presence on a regular basis, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office. What you can expect: Ensure timely and accurate completion of general ledger close responsibilities by staff, including review and approval of journal entries and reconciliations Serve as a point person for multiple business units and corporate areas for any requests on close activities, reinsurance and new initiatives Supervise and guide offshore Staff Seek out and/or develop efficiencies and improve effectiveness by instituting best practices in processes Support quarterly/annual audits by Internal Audit, as well as, independent external auditors Ensure adequacy of internal controls over financial reporting and compliance with Sarbanes-Oxley and Model Audit Rule requirements Support Reinsurance and new product launches as well as other project initiatives as assigned Prepare specific balance sheet and income statement driver analyses and reconciliations (i.e. Actuarial drivers, GAAP trending and variances, etc.) Continuously monitor workload balance across Associates and adjust as necessary Champion FSO values and process design principles with Staff and business partners What you'll need: Bachelor's or Graduate degree in Accounting or Finance (CPA a plus) Minimum eight (8) years of related experience Knowledge of GAAP and Statutory accounting principles Insurance and/or Reinsurance experience a plus Ability to manage multiple responsibilities under challenging time frames Strong organizational, analytical and problem solving skills Strong collaborative and partnering skills Highly motivated, proactive, detail oriented Strong Microsoft Excel skills Experience with Prudential Financial systems a plus (Oracle, Oracle BI, Essbase/Smartview, & other financial statement applications) Excellent oral and written communication skills Ability to work overtime during peak periods At Prudential, you can: Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services such as on demand resources and networking to propel your career forward. We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoypushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $114,500.00 to $188,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$114.5k-188.9k yearly Auto-Apply 23d ago

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Fair Banking Quantitative Risk Manager
M&T Bank 4.7
Remote
The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices. Primary Responsibilities: Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals. Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners. Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations. Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility. Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized. Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates. Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators. Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelors' degree, OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) -OR- Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience), OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience). Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$148.3k-247.1k yearly Auto-Apply 60d+ ago
Senior Accounting Analyst - Profit Sharing Programs
Protective Life 4.6
Remote
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most. Protective's Asset Protection Division (APD) is seeking a Senior Accounting Analyst to lead complex financial analysis and reporting for profit-sharing retrospective programs. This role offers the opportunity to learn existing processes and drive optimization and automation initiatives, bridging gaps between dealer agreements and actual performance. You will collaborate across Finance, Accounting, and Program Management teams, provide strategic insights to leadership, and mentor junior analysts while ensuring accuracy and compliance.Key Responsibilities Administer and reconcile profit-sharing retrospective program accounts. Calculate and validate profit-sharing payouts based on contractual agreements. Prepare detailed financial reports and variance analyses for retros programs. Collaborate with cross-functional teams to ensure compliance with program terms. Monitor program performance metrics, identify trends, and resolve discrepancies. Support internal and external audits with accurate documentation. Recommend and implement process improvements for efficiency and accuracy. Lead complex modeling and forecasting for retros programs and present insights to leadership. Complete monthly account reconciliations and maintain strong internal controls. Skills, Abilities & Knowledge Required Strong analytical and problem-solving skills with attention to detail. Advanced proficiency in Microsoft Excel and experience with ERP systems (SAP or Oracle preferred). Familiarity with profit-sharing structures and Generally Accepted Accounting Principles (GAAP). Ability to mentor and guide junior team members. Excellent communication and stakeholder management skills. Experience with Tableau, SQL queries, and NetSuite is highly desirable. Minimum Qualifications Bachelor's degree in Accounting, Finance, Business, or related field. CPA or advanced certification preferred. Minimum of 7 years of experience in financial analysis or program management, ideally with profit-sharing or insurance-related programs. Proven ability to manage complex reconciliations and financial reporting processes. Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans. Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process. Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process. We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
$58k-70k yearly est. Auto-Apply 15d ago
Underwriting Manager
Berkshire Hathaway 4.8
Conshohocken, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee Premier Partner Underwriting teams that work specifically with our Retail agents. This role will work closely with the Director of Underwriting to achieve the profitability and revenue goals of GUARD's Retail partners. Key responsibilities include: Build relationships with key Retail strategic partners to help increase submission volume as well as improving mix of business received. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify issues. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Familiarity with insurance policy language and forms. Solid understanding of data analytics. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager - Payroll Partner
Berkshire Hathaway 4.8
Conshohocken, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee our Payroll Partner Underwriting teams. This role will work closely with the VP of Underwriting to achieve the profitability and revenue goals of GUARD's Payroll Partners. Key responsibilities include: Serve as primary point of contact for underwriting questions and escalations from our key Payroll Partner relationships. Partner with AVP of Payroll Strategic Partnerships to help drive written premium growth, retention, and partner engagement. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify training opportunities and create performance improvement and coaching plans. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Skilled in Sales and Negotiation Familiarity with insurance policy language and forms. Solid understanding of key service metrics and various data tools. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager - Payroll Partner
Berkshire Hathaway 4.8
Wilkes-Barre, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee our Payroll Partner Underwriting teams. This role will work closely with the VP of Underwriting to achieve the profitability and revenue goals of GUARD's Payroll Partners. Key responsibilities include: Serve as primary point of contact for underwriting questions and escalations from our key Payroll Partner relationships. Partner with AVP of Payroll Strategic Partnerships to help drive written premium growth, retention, and partner engagement. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify training opportunities and create performance improvement and coaching plans. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Skilled in Sales and Negotiation Familiarity with insurance policy language and forms. Solid understanding of key service metrics and various data tools. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager
Berkshire Hathaway 4.8
Wilkes-Barre, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee Premier Partner Underwriting teams that work specifically with our Retail agents. This role will work closely with the Director of Underwriting to achieve the profitability and revenue goals of GUARD's Retail partners. Key responsibilities include: Build relationships with key Retail strategic partners to help increase submission volume as well as improving mix of business received. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify issues. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Familiarity with insurance policy language and forms. Solid understanding of data analytics. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager - Payroll Partner
Berkshire Hathaway 4.8
Pittsburgh, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee our Payroll Partner Underwriting teams. This role will work closely with the VP of Underwriting to achieve the profitability and revenue goals of GUARD's Payroll Partners. Key responsibilities include: Serve as primary point of contact for underwriting questions and escalations from our key Payroll Partner relationships. Partner with AVP of Payroll Strategic Partnerships to help drive written premium growth, retention, and partner engagement. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify training opportunities and create performance improvement and coaching plans. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Skilled in Sales and Negotiation Familiarity with insurance policy language and forms. Solid understanding of key service metrics and various data tools. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager
Berkshire Hathaway 4.8
Philadelphia, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee Premier Partner Underwriting teams that work specifically with our Retail agents. This role will work closely with the Director of Underwriting to achieve the profitability and revenue goals of GUARD's Retail partners. Key responsibilities include: Build relationships with key Retail strategic partners to help increase submission volume as well as improving mix of business received. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify issues. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Familiarity with insurance policy language and forms. Solid understanding of data analytics. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Underwriting Manager - Payroll Partner
Berkshire Hathaway 4.8
Philadelphia, PA jobs
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Hybrid work schedule (3 days in the office, 2 days from home) Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities We are currently seeking a Manager to oversee our Payroll Partner Underwriting teams. This role will work closely with the VP of Underwriting to achieve the profitability and revenue goals of GUARD's Payroll Partners. Key responsibilities include: Serve as primary point of contact for underwriting questions and escalations from our key Payroll Partner relationships. Partner with AVP of Payroll Strategic Partnerships to help drive written premium growth, retention, and partner engagement. Handle higher level referrals from the team supervisors, communicate new directives to the team, and work with management on underwriting strategies for these partnerships. Oversee the monitoring of submission and renewal volumes, team efficiencies, and service level metrics for the teams. Review and assess workflow and staffing needs for the teams, including coordination of training for both new hires and current underwriting staff. Review quality control audits to identify training opportunities and create performance improvement and coaching plans. Assist Implementation team in ensuring Underwriting Policies and Procedures Manuals are current and accurate. Travel to key relationships, moderate virtual agency meetings, and attend trade shows as needed. Qualifications BA/BS degree preferred. Prior Supervisory experience required Technical insurance designations such as AU, API, CIC or CPCU designations preferred. Minimum of 5 years of underwriting experience. Advanced knowledge of property and casualty underwriting procedures, risk assessment, and practices. Skilled in Sales and Negotiation Familiarity with insurance policy language and forms. Solid understanding of key service metrics and various data tools. Proficiency in MS Word, Excel and PowerPoint. Strong time management, organizational, and prioritization skills with an ability to manage multiple projects. Excellent written and verbal communication abilities. Capable of collaborating effectively with individuals at all levels of the organization. Strong work ethic, independence, and dependability. Ability to develop and refine workflow processes. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$88k-103k yearly est. Auto-Apply 19d ago
Sr. Audit Manager
M&T Bank 4.7
Remote
Support the risk assessment and plan development process to determine audit coverage; Maintain ongoing awareness of current and proposed discretionary initiatives within assigned portfolios to utilize as input to resource allocation and to share with the audit team; Regularly interact with Senior, Middle, and Line Management in assigned portfolio(s) to remain aware of changing or emerging risks and proactively utilize this information in audit planning, to facilitate changes to the continuous auditing program, and to facilitate discussions with Executive Management when considered warranted; Represent IT Audit on discretionary project committees to provide input on control expectations or advise on best practices; Work with management to implement appropriate solutions to audit findings and engage with Senior Management on matters that will have a major impact on the area managed; Support and encourage integrated auditing concepts and use of technology to improve the efficiency and effectiveness of audit procedures; Apply an in-depth understanding of the inter relationships of business and support units throughout a financial institution and discuss potential impacts to the overall control environment and impacts to proposed audit approaches; Ensure comprehensive continuous auditing and validation procedures are in place on Internal Audit and regulatory issues; Provide appropriate level of oversight to IT Audit Management and staff. Provide coaching and developmental feedback and tailor approach based upon staff skills and experience. Provide advisory and consulting services to Bank management on risk and control matters; Manage multiple tasks concurrently in an efficient and effective manner with minimal oversight; Ensure the delivery of clear and concise Audit Reports to management; and Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Minimum requirements: Bachelor's degree, or foreign equivalent, in Computer Science, Information Technology, Information Management, Data Science, and Cybersecurity, or related field plus five (5) years of experience in the job offered or as IT Auditor, Systems Analyst, Software Engineer, or related occupation. Must have five (5) years of experience managing audit lifecycle from planning to reporting of complex technology implementations; auditing cloud technologies and large-scale implementations; auditing various aspects of identity and access management program including governance and technologies across the access lifecycle. Must have four (4) years of experience auditing cybersecurity and BCM (business continuity management) programs and underpinning frameworks, processes and technology. Must have two (2) years of experience auditing enterprise data management principles. Salary: $205,500.00 - $215,500.00 per year. LocationClanton, Alabama, United States of America
$205.5k-215.5k yearly Auto-Apply 60d+ ago
Payments Segment Risk Manager Sr
Huntington National Bank 4.4
Pittsburgh, PA jobs
The Segment Risk Manager Sr acts as a strategic partner for Enterprise Payments, overseeing the design, implementation, and ongoing management of Information Technology Risk & Control (ITRC) activities. This role drives identification, assessment, monitoring, and remediation of risks in alignment with regulatory requirements, industry standards, and internal frameworks, ensuring consistency with corporate risk appetite. The Segment Risk Manager Sr partners with Technology, Information Security, Data Management & Governance, and Compliance to ensure end-to-end control effectiveness and operational resilience across the payment ecosystem. This includes business-owned and vendor-managed platforms and data, as well as Business Continuity Planning (BCP) and Disaster Recovery (DR). Responsibilities include enabling informed decision-making, supporting business objectives in a dynamic, product-focused environment, and providing oversight for IT risk initiatives. This leader also manages the Segment Risk Manager responsible for Information Technology Risk Management (ITRM), fostering a culture of accountability and collaboration. Duties & Responsibilities: + Direct and oversee the Segment Risk Manager, ITRM, ensuring alignment of IT risk strategies with segment and corporate objectives. + Collaborate with Enterprise Payments leadership and cross-functional partners to align risk management with business objectives; escalate key risk issues to senior management related to ITRC and Service Continuity including Business Continuity Planning (BCP) and Disaster Recovery (DR). + Oversee and challenge the design, implementation, and effectiveness of controls, ensure timely remediation of business unit self-identified, audit and regulatory findings related to ITRC, BCP, and DR. + Lead development and monitoring of data management and governance frameworks for Enterprise Payments. + Provide risk management and governance oversite for Service Continuity and Disaster Recovery planning, testing, and incident response for Enterprise Payments, ensuring operational resilience. + Lead root-cause analysis (RCA) for control failures, payment delays, reconciliation issues, and technology breakdowns + Track issues and remediation plans to closure, ensuring accountability and sustainability fixes + Maintain and update risk registers, ensuring risks are accurately documented, scored, and tracked through remediation + Collaborate with vendor management teams to ensure vendor applications meet risk, compliance, and continuity requirements. + Monitor and report key risk indicators (KRIs) using dashboards and analytics; drive continuous improvement in risk reporting and automation. + Stay current on payments industry trends, emerging technology risks, and regulatory changes across real-time payments, card processing, fraud systems and API integrations; adjust strategies as needed. + Performs other duties as assigned by the Segment Risk Officer. Basic Qualifications: + Bachelor's degree + Minimum of 7 years of experience in Audit, Compliance, Risk Management or Operational Risk, preferably in Banking, Payments or Information Technology + In lieu of a Bachelor's degree 4 additional years of segment-specific or risk related experience may be considered Preferred Qualifications: + Experience supporting product development or rapid product launches in payments or fintech + Familiarity with Agile/Scrum methodologies and project management tools + Technical knowledge of payment platforms, APIs, and risk analytics + Experience in vendor risk management, particularly in evaluating and overseeing third-party applications. + Knowledge of service continuity and disaster recovery principles, including business impact analysis and recovery planning. + Understanding of regulatory requirements (FFIEC, PCI DSS, AML/BSA, card brand/network rules) + Strong external engagement-industry forums, benchmarking, and best practice sharing + Advanced knowledge of risk management principles and regulatory compliance requirements. + Strong analytical and problem-solving skills. + Strong interpersonal skills and ability to build strong partnerships. + Ability to deal with ambiguity and navigate through complex situations. + Demonstrated ability to influence change, prioritize competing priorities, and work in a fast-paced environment. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $189,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly 7d ago
Payments Segment Risk Manager Sr
Huntington Bancshares Inc. 4.4
Pittsburgh, PA jobs
The Segment Risk Manager Sr acts as a strategic partner for Enterprise Payments, overseeing the design, implementation, and ongoing management of Information Technology Risk & Control (ITRC) activities. This role drives identification, assessment, monitoring, and remediation of risks in alignment with regulatory requirements, industry standards, and internal frameworks, ensuring consistency with corporate risk appetite. The Segment Risk Manager Sr partners with Technology, Information Security, Data Management & Governance, and Compliance to ensure end-to-end control effectiveness and operational resilience across the payment ecosystem. This includes business-owned and vendor-managed platforms and data, as well as Business Continuity Planning (BCP) and Disaster Recovery (DR). Responsibilities include enabling informed decision-making, supporting business objectives in a dynamic, product-focused environment, and providing oversight for IT risk initiatives. This leader also manages the Segment Risk Manager responsible for Information Technology Risk Management (ITRM), fostering a culture of accountability and collaboration. Duties & Responsibilities: * Direct and oversee the Segment Risk Manager, ITRM, ensuring alignment of IT risk strategies with segment and corporate objectives. * Collaborate with Enterprise Payments leadership and cross-functional partners to align risk management with business objectives; escalate key risk issues to senior management related to ITRC and Service Continuity including Business Continuity Planning (BCP) and Disaster Recovery (DR). * Oversee and challenge the design, implementation, and effectiveness of controls, ensure timely remediation of business unit self-identified, audit and regulatory findings related to ITRC, BCP, and DR. * Lead development and monitoring of data management and governance frameworks for Enterprise Payments. * Provide risk management and governance oversite for Service Continuity and Disaster Recovery planning, testing, and incident response for Enterprise Payments, ensuring operational resilience. * Lead root-cause analysis (RCA) for control failures, payment delays, reconciliation issues, and technology breakdowns * Track issues and remediation plans to closure, ensuring accountability and sustainability fixes * Maintain and update risk registers, ensuring risks are accurately documented, scored, and tracked through remediation * Collaborate with vendor management teams to ensure vendor applications meet risk, compliance, and continuity requirements. * Monitor and report key risk indicators (KRIs) using dashboards and analytics; drive continuous improvement in risk reporting and automation. * Stay current on payments industry trends, emerging technology risks, and regulatory changes across real-time payments, card processing, fraud systems and API integrations; adjust strategies as needed. * Performs other duties as assigned by the Segment Risk Officer. Basic Qualifications: * Bachelor's degree * Minimum of 7 years of experience in Audit, Compliance, Risk Management or Operational Risk, preferably in Banking, Payments or Information Technology * In lieu of a Bachelor's degree 4 additional years of segment-specific or risk related experience may be considered Preferred Qualifications: * Experience supporting product development or rapid product launches in payments or fintech * Familiarity with Agile/Scrum methodologies and project management tools * Technical knowledge of payment platforms, APIs, and risk analytics * Experience in vendor risk management, particularly in evaluating and overseeing third-party applications. * Knowledge of service continuity and disaster recovery principles, including business impact analysis and recovery planning. * Understanding of regulatory requirements (FFIEC, PCI DSS, AML/BSA, card brand/network rules) * Strong external engagement-industry forums, benchmarking, and best practice sharing * Advanced knowledge of risk management principles and regulatory compliance requirements. * Strong analytical and problem-solving skills. * Strong interpersonal skills and ability to build strong partnerships. * Ability to deal with ambiguity and navigate through complex situations. * Demonstrated ability to influence change, prioritize competing priorities, and work in a fast-paced environment. #LI-Hybrid Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $189,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-189k yearly Auto-Apply 7d ago
Technical Diligence and Asset Manager
Huntington National Bank 4.4
Pittsburgh, PA jobs
As a Technical Diligence and Asset Manager, you will play a pivotal role in driving the growth and success of our Renewable Energy Finance (REF) team at Huntington as we expand our products beyond renewables. You will be responsible for assisting the REF team in providing technical and commercial insight in (1) renewable energy debt and tax equity financing opportunities, (2) financing conventional power generation, midstream energy, public private partnerships (P3), and electrical transmission sectors, and (3) monitoring the operations of the REF's portfolio of financed projects. Types of projects include solar, battery storage, wind, geothermal, renewable natural gas (RNG), conventional natural gas (NG) power generation, liquid-natural gas (LNG) facilities, midstream facilities, and P3 projects. Technical Diligence and Asset Manager's advice will be a key factor in assessing financing opportunities and in making prudent investment decisions. In-depth knowledge of and experience with solar, wind, RNG, NG, and LNG technologies and projects regarding contracts, construction, production modelling, operations, and independent engineers is required. Duties and Responsibilities: + Technical and Commercial Diligence: Detailed technical assessments regarding project feasibility and technical risks to assess reasonableness and compliance with industry standards/practices. Includes reviews of project design, technologies, energy production, construction, operations and maintenance, contracts, environmental, and estimated useful life. + Financing Agreements: Assist in negotiating financing agreements from a technical and operational perspective. + Financing Models: Verify technical and economic assumptions and support sensitivity analyses. + Third Parties: Work with clients and independent engineers through the financing process, including providing commercially reasonable solutions to technical obstacles. Includes discussions with clients as they plan technology selection or work through design considerations for their projects. Hiring and managing independent engineers. + Asset Management: Monitor financed projects, maintain REF's portfolio performance database, monitor major technical issues. Monthly calls with clients reviewing performance and technical issues. Assist in monthly/quarterly portfolio performance reporting and presentations and other internal presentations. + Travel: Visit project sites during construction and/or operations. Attend team meetings and conferences. Basic Qualifications: + Bachelors degree in engineering or operational field. + 8+ years in renewable energy + Proficiency in Pvsyst reports + 4+ years in conventional power project construction and/or operation and maintenance reviews. + Experience in leading diligence and working with lenders on financing power projects. + Proficient in performance metrics. Preferred Qualifications: + Master's degree in mechanical or electrical engineering. + Strong interpersonal, verbal, written communication skills. + Proven critical thinking and negotiation skills. + Proven ability to manage workflow and deadlines, while effectively balancing competing priorities. + Proficient in Microsoft Excel, Word, and PowerPoint. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/29/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $208,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-208k yearly 25d ago
Technical Diligence and Asset Manager
Huntington Bancshares Inc. 4.4
Pittsburgh, PA jobs
As a Technical Diligence and Asset Manager, you will play a pivotal role in driving the growth and success of our Renewable Energy Finance (REF) team at Huntington as we expand our products beyond renewables. You will be responsible for assisting the REF team in providing technical and commercial insight in (1) renewable energy debt and tax equity financing opportunities, (2) financing conventional power generation, midstream energy, public private partnerships (P3), and electrical transmission sectors, and (3) monitoring the operations of the REF's portfolio of financed projects. Types of projects include solar, battery storage, wind, geothermal, renewable natural gas (RNG), conventional natural gas (NG) power generation, liquid-natural gas (LNG) facilities, midstream facilities, and P3 projects. Technical Diligence and Asset Manager's advice will be a key factor in assessing financing opportunities and in making prudent investment decisions. In-depth knowledge of and experience with solar, wind, RNG, NG, and LNG technologies and projects regarding contracts, construction, production modelling, operations, and independent engineers is required. Duties and Responsibilities: * Technical and Commercial Diligence: Detailed technical assessments regarding project feasibility and technical risks to assess reasonableness and compliance with industry standards/practices. Includes reviews of project design, technologies, energy production, construction, operations and maintenance, contracts, environmental, and estimated useful life. * Financing Agreements: Assist in negotiating financing agreements from a technical and operational perspective. * Financing Models: Verify technical and economic assumptions and support sensitivity analyses. * Third Parties: Work with clients and independent engineers through the financing process, including providing commercially reasonable solutions to technical obstacles. Includes discussions with clients as they plan technology selection or work through design considerations for their projects. Hiring and managing independent engineers. * Asset Management: Monitor financed projects, maintain REF's portfolio performance database, monitor major technical issues. Monthly calls with clients reviewing performance and technical issues. Assist in monthly/quarterly portfolio performance reporting and presentations and other internal presentations. * Travel: Visit project sites during construction and/or operations. Attend team meetings and conferences. Basic Qualifications: * Bachelors degree in engineering or operational field. * 8+ years in renewable energy * Proficiency in Pvsyst reports * 4+ years in conventional power project construction and/or operation and maintenance reviews. * Experience in leading diligence and working with lenders on financing power projects. * Proficient in performance metrics. Preferred Qualifications: * Master's degree in mechanical or electrical engineering. * Strong interpersonal, verbal, written communication skills. * Proven critical thinking and negotiation skills. * Proven ability to manage workflow and deadlines, while effectively balancing competing priorities. * Proficient in Microsoft Excel, Word, and PowerPoint. #LI-Hybrid #LI-DK1 #CML Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 01/29/2026 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93,000 - $208,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$93k-208k yearly Auto-Apply 5d ago
Branch Manager
Ameriprise Financial 4.5
Sewickley, PA jobs
The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities * Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. * Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. * Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. * Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. * Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: * Bachelors degree or equivalent * 3 - 5 years of relevant work experience * Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training * Active FINRA Series 7 or ability to obtain within 150 days * Active FINRA Series 24, or 9/10 or ability to obtain within 90 days * Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days * Active State IAR registration (S65 or S66) or ability to obtain within 150 days * Active Life and Accident/Health insurance license or ability to obtain within 150 days * Proven success driving business growth * Proven leadership skills and ability to drive and motivate an organization to achieve results * Demonstrated sales success with proven ability to acquire clients and close business * Self driven and achievement oriented * Ability to execute a playbook to drive results * Strong presentation skills * P&L expense management and ability to analyze data and reports to determine business opportunities. * Knowledgeable and able to develop networks within the community * Excellent compliance record Preferred Qualifications: * Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$52k-73k yearly est. Auto-Apply 55d ago
Branch Manager
M&T Bank 4.7
Delta, PA jobs
Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. **Primary** **Responsibilities** **:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. + Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. + Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community + Conducts interviews and selects employees based on staffing model. + Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. + Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. + Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. + Engages with all team members and business partners as appropriate. + Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. + Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Completes other related duties as assigned. + Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. **Scope of Responsibilities:** This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. **Supervisory/ Managerial Responsibilities:** Branch Managers generally have direct reporting responsibility for branch staff. **Education and Experience Required:** Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. **Education and Experience Preferred:** Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Delta, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$62.2k-103.6k yearly 15d ago
Branch Manager
Huntington 4.4
Pittsburgh, PA jobs
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. Leading team to provide excellent customer service and effectively resolve customer issues. Leveraging available tools and technology to identify and present sales and service opportunities. Maintaining knowledge and educates team on all products, services, technology and policies. Maintaining active involvement in the community, and develops key business and community relationships. Developing key internal partnerships to drive business in market area. Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. Garnering resources required to support team. Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Understanding branch sales, service, operations and financial performance. Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. Performing other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: Bachelor's Degree and previous management experience. Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$80k-100k yearly est. Auto-Apply 7d ago
Branch Manager
Huntington Bancshares Inc. 4.4
Sewickley, PA jobs
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: * Managing portfolio of high value consumer and business customers. Leads the process of referring customers to other areas of the bank to meet customer needs, deepen relationships and build strong internal partnerships pursuant to OCR guidelines for the branch. * Leading team to provide excellent customer service and effectively resolve customer issues. * Leveraging available tools and technology to identify and present sales and service opportunities. * Maintaining knowledge and educates team on all products, services, technology and policies. * Maintaining active involvement in the community, and develops key business and community relationships. * Developing key internal partnerships to drive business in market area. * Actively overseeing the recruitment / hiring process ensuring assigned market is staffed with colleagues suitable for Huntington's culture. * Garnering resources required to support team. * Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. * Understanding branch sales, service, operations and financial performance. * Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation. * Performing other duties as assigned. Basic Qualifications: * High School Diploma or GED and minimum of 1 year or more in a goal driven retail sales leadership role or a Bachelor's Degree. Preferred Qualifications: * Bachelor's Degree and previous management experience. * Ability to understand, drive, and lead branch sales, service, operations and financial performance within the branch and digital channels. * Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills. * Excellent verbal and written communication skills. * Comfort with technology such as mobile services and online banking services. * Knowledge of consumer and business deposit products. * Ability to develop, influence, inspire and motivate colleagues to increase retention. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$80k-100k yearly est. Auto-Apply 60d+ ago
Branch Manager
M&T Bank 4.7
Hummelstown, PA jobs
Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. **Primary** **Responsibilities** **:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. + Leads team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. + Proactively prospects and grows Business Banking relationships through outreach. Builds the bank's presence in the community + Conducts interviews and selects employees based on staffing model. + Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy. + Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. + Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations. + Engages with all team members and business partners as appropriate. + Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate. + Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Completes other related duties as assigned. + Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. **Scope of Responsibilities:** This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved. **Supervisory/ Managerial Responsibilities:** Branch Managers generally have direct reporting responsibility for branch staff. **Education and Experience Required:** Bachelor's degree, OR, in lieu of degree, Four (4) years' relevant experience. Minimum three years sales experience Minimum two years' managerial experience or proven leadership abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience with Internet and email preferred. **Education and Experience Preferred:** Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Hummelstown, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$62.2k-103.6k yearly 60d+ ago