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Lincoln Financial Group jobs in Charlotte, NC

- 127 jobs
  • Analyst, IT Audit

    Lincoln Financial Group 4.6company rating

    Lincoln Financial Group job in Charlotte, NC

    Alternate Locations: Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Requisition #: 75398 The Role at a Glance We are seeking an enthusiastic IT Auditor who is a self-starter and initiative driven, ready to take ownership of critical audit processes and thrive in a dynamic, fast-paced environment. This position is perfect for someone inclined to leverage their IT Audit (and IT) expertise in an internal audit environment, while focusing on an in-depth review of IT systems, cybersecurity and data integrity controls. If you are passionate about driving improvements and ensuring robust IT governance, we want to hear from you. What you'll be doing * Plan audit engagements, identify inherent risks and control objectives, perform risk assessments and identify IT-related risks and vulnerabilities based on business objectives, regulatory requirements, and emerging threats. * Conduct end to end audit engagements, perform detailed testing, facilitate meetings, and document and review the results of testing according to internal audit methodology. * Prepare detailed audit reports outlining findings, risk criteria, and recommendations for management, lead audit closing meetings, and ensure all audit documentation is finalized and conforms with department policies and standards. * Monitor and report on issue identification / retesting / closure status. * Manage co-source partner(s) and ensure they are adhering to LF IA methodology, review deliverables, and hold them accountable for budget and scope. * Collaborate effectively, develop and maintain effective relationships within the Internal Audit team, the department and the company. * Expand / gain knowledge of the insurance industry and become familiar with the company's products, operations and distribution systems. * Partner with IT Infrastructure, security, risk management and other control groups within the company to establish strong working relationships while maintaining independence. * Provide IT subject matter expertise, audit knowledge, and professional judgement to assess a broad range of business processes, risks, and control objectives. * Carry out duties in compliance with all state and federal regulations and guidelines. Comply with all company and site policies and procedures. * Identify opportunities for continuous improvement and be well informed of emerging IT and industry trends and share those with your team members. What we're looking for Must-haves: * 3 - 5+ years of experience in IT Audit and/or Information Technology that directly aligns with the specific responsibilities for this position * 4 Year / Bachelor's degree in Information Technology, Computer Science, or other related IT field * Upon Hire Certifications/Licensures: (CISA, CISSP and/or CIA) * Expertise in IT disciplines (but not limited to): cybersecurity, hardware, networking, firewalls, servers, database management systems, operating systems, disaster recovery, incident management, vulnerability management, risk assessment, IT governance, and system development * Knowledge of internal controls, business / information technology risk, regulatory and compliance frameworks (ITIL, NIST, COBIT, NY DFS, SEC, PCI DSS etc.), project management, and audit techniques * Demonstrates problem solving skills, root-cause analysis, and critical thinking skills to assess complex IT environments and identify control gaps * Demonstrates relationship management skills and organizational skills and has the ability to prioritize workload * Must have excellent oral and written communication skills Nice-to-have: * Experience with data analytics tools and techniques * Other related certifications (PMP, GSNA, CRISC, CCSP, CISM, etc.) preferred Application Deadline Applications for this position will be accepted through January 1st, 2026 subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Charlotte Job Segment: Compliance, Internal Audit, Computer Science, Database, Law, Legal, Finance, Technology
    $69k-124.6k yearly 34d ago
  • Mgr-Operations-L

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    We are seeking a seasoned leader to oversee and manage all aspects of P&S trade clearance and OCC settlement funcitons. This leadership role is responsible for ensuring accuracy, compliance, and efficiency in clearing and settlement processes, while maintaining strong regulatory and business relationships. Key Responsibilities Oversee daily balancing of OCC positions and monitor trade activity for errors. * Manage clearing of trades via DTCC/CNS and pledge securities to OCC. * Maintain strong internal and external business partnerships. * Serve as the primary liaison for OCC, staying informed on regulatory changes, technology updates, and project initiatives. * Host quarterly LOPR meetings and represent the organization with a mature executive presence. * Lead and develop a high-performing team, delegating responsibilities across multiple Written Supervisory Procedures (WSPs). * Drive operational excellence and manage additional Clearing Operations responsibilities as needed. Required Qualifications * FINRA Series 7 and Series 4 licenses. Preferred Qualifications * FINRA Series 24 license. * Proven experience in clearing operations, regulatory compliance, and risk management. * Strong leadership skills with the ability to influence and collaborate across teams. * Excellent communication and relationship management skills. 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 of 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. Base Pay Salary The estimated base salary for this role is $87,400-$120,200/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Business Support & Operations Line of Business CLEAR Clearing
    $87.4k-120.2k yearly Auto-Apply 5d ago
  • Senior Executive Assistant, Community Investing & Development

    Citi 4.6company rating

    Charlotte, NC job

    The Senior Executive Assistant will support the Head of US Community Relations (USCR) as well as two additional Managing Directors within Community Investing & Development (CID). The individual will handle correspondence, manage calendars, arrange meetings, video conferences and calls, make travel arrangements, support team management and coordination efforts and provide support with presentations, project management, and special projects as necessary. This role is ideal for experienced executive assistants interested in learning about and contributing to a corporate social impact function. The ideal candidate is able to prioritize and manage a range of administrative projects and project management tasks and support other organizational priorities. CID works to enhance Citi's positive social impact through equity investing, innovative financial solutions, and strategic philanthropy. Responsibilities: Manage day-to-day calendar(s) and coordinate all aspects of scheduling, meetings, receptions and video conferences and calls for Head of US Community Relations and members of CID Senior Leadership Assist with creation/modification of presentations, spreadsheets, and other documents Coordinate travel arrangements; prepare and distribute schedules, agendas and any briefing materials for travel Prepare, reconcile, and track corporate expense reports through Citi Travel and Expense system Screen requests from internal colleagues, CID partners and external stakeholders and respond as appropriate and support manager's participation on internal and external Boards, committees and working groups Support team management efforts, including scheduling team meetings, submitting organization chart updates, and managing and updating distribution lists Order supplies and process invoices through Procure-to-Pay system Assist in ad-hoc reports and special projects as needed Train, coach or guides other administrative staff when required Provide project management and special projects support as necessary Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous office administration experience Highly proficient in Microsoft Office and able to quickly gain command of new systems Consistently demonstrates clear and concise written and verbal communication skills Excellent time management and prioritization skills with an ability to juggle competing demands Self-motivated and detail-oriented and capacity to work independently, and as a self-starter ------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Administrative Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: NC-CHARLOTTE (BALLANTYNE) ------------------------------------------------------ Primary Location Full Time Salary Range: $75,630.00 - $98,670.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 14, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $75.6k-98.7k yearly Auto-Apply 39d ago
  • Analyst WMS Manager Research

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    In this role, you will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts. You will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools and be responsible for search and selection related to the maintenance of the U.S. Core Equity category. Key Responsibilities Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. In most instances, this will include back-up coverage for assigned asset classes or independent coverage of smaller asset categories. At times, this may include general securities analysis and support. Update, maintain and improve existing analytical tools, models and processes. Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues. Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance. Required Qualifications 3-5 years' relevant experience Bachelor's degree in finance, economics, accounting, or investment-related field. FINRA Series 7 or ability to obtain within 120 days Preferred Qualifications Prior manager research experience CFA, CAIA, CIMA Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results. Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct). Experience managing professional relationships with third party institutions. Attention to detail and strong written/verbal communication skills. 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 of 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. Base Pay Salary The estimated base salary for this role is $93,400 - $128,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Business Support & Operations Line of Business FPPS Wealth Management Solutions
    $93.4k-128.4k yearly Auto-Apply 7d ago
  • Annuity Sales Consultant

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. Build and maintain effective relationships with multiple departments, annuity carriers and key resources. Present solutions, tools, and resources via Teams/web conferencing. Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications Bachelor's Degree or equivalent in a related field 5+ years of relevant experience in the financial services industry Active Series 6 or Series 7 Active State securities registration (Series 63 or 66) Insurance licensed with life/health and variable lines or ability to obtain within 120 days Ability to work independently, collaborate with teammates and share standard methodologies Ability to influence others through consultative/solutions-based selling Effective verbal, written and interpersonal communication skills Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications Previous experience as an annuity wholesaler or sales consultant 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 of 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. Base Pay Salary The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 FPPS Wealth Management Solutions
    $69.9k-94.4k yearly Auto-Apply 50d ago
  • Assistant General Counsel Claims

    American International Group 4.5company rating

    Charlotte, NC job

    In this demanding and team-oriented role, the successful Candidate will have the opportunity to develop professional skills by assuming progressively increasing responsibility for various legal, regulatory and compliance activities involving Claims administration for the General and Personal Insurance lines of business. Organizational Structure: This position will report to an Associate General Counsel in Global Claims & Operations Legal. Performance Objectives: * Provide legal advice to General and Personal Insurance Claims groups in connection with their respective claims. * Stay abreast of changes to laws and regulations impacting the various Claims groups and provide legal advice to the Claims groups on regulatory changes, including drafting monthly regulatory bulletins and ad hoc communications. * Assist the General and Personal Insurance Groups with state compliance and regulatory matters, including market conduct examinations. * Maintain governance and proactive management of the various Claims company licenses, including filing license applications and renewals with state regulators. * Review various state reporting requirements and providing guidance and counsel relating to reporting obligations and responding to regulatory data calls. * Review various state adjuster licensing requirements and providing guidance and counsel to General and Personal Insurance Claims relating to licensing obligations. * Review and revise draft responses to Department of Insurance consumer complaints. * Review and respond to subpoenas * Other duties, as assigned The Ideal Candidate should have: * Minimum of 3+ years of legal or relevant claims adjusting experience; prior insurance regulatory or transactional experience a plus. * Ability to work independently and demonstrates a high degree of initiative. * Exercises sound judgment. Detailed-oriented. Strong analytical reasoning and problem solving skills. * Strong oral and written communication and interpersonal skills. * Strong organizational skills. Strong computer or systems skills a plus. * JD required - Admitted to a US Bar. At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: LG - Legal, Regulatory & Gov't Affairs AIG Claims, Inc.
    $109k-158k yearly est. Auto-Apply 12d ago
  • Operations Engineer (EUC)

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    Join a team that powers enterprise-scale innovation. We're looking for a seasoned engineer who thrives on solving complex challenges and building secure, high-performing systems. In this role, you'll shape the backbone of our End User Computing platforms, ensuring reliability, scalability, and resilience for mission-critical applications, and making sure our users have secure and frictionless access to their applications, data, and workflows. You'll help define, engineer, and deliver enterprise strategies for end-user computing technologies across Windows and MacOS platforms. This role focuses on endpoint management and automation, Office 365, browser management, and cloud management solutions leveraging Microsoft Intune and Azure. You will work on software packaging and lifecycle management, support escalations, and ensure compliance with ITIL processes including Change, Incident, Problem, and Vulnerability Management. As a driver of change, you'll collaborate across teams to deliver secure, highly available solutions that enhance user experience and operational efficiency Key Responsibilities Implement Enterprise Strategy * Drive strategy and delivery for end-user experience technologies, including: * Productivity tools (Office, Adobe, Java, etc.) Browser platforms (Edge, Chrome) Collaboration tools (Office 365, WebEx, Box) Enterprise print solutions Endpoint automation, reporting, analytics, and device management for Windows and Mac. Provide Technical Support & Solutions * Troubleshoot and resolve issues for assigned technologies. Design and deploy stable, scalable solutions that minimize downtime. Assist with procurement and integration of new technologies as needed. Maintain Service Performance * Meet or exceed SLAs/OLAs for uptime and response times. Monitor systems proactively, apply patches, and perform regular maintenance to prevent incidents. Analyze & Recommend Improvements * Evaluate business needs and existing technologies to recommend robust, practical solutions. Identify patterns and issues, applying creativity and technical expertise to meet business objectives. Collaborate & Lead * Build strong partnerships with leadership, team members, and vendors. Provide technical guidance, prioritize work, and mentor peers to ensure high-quality service delivery. Refine Processes & Standards * Contribute to continuous improvement of processes, policies, and best practices. Promote reuse, standardization, and adherence to ITIL principles. Document & Communicate * Maintain detailed design documents, diagrams, specifications, troubleshooting guides, and SOPs to support operational excellence. Stay Current & Advise * Keep up with industry trends and emerging technologies. Present business-relevant innovations to technology leadership. Required Qualifications * Bachelor's degree in Computer Science, Engineering, or a related field - or equivalent work experience. * 5-7+ years of relevant professional experience, including proven engineering expertise in the subject matter domain. * Availability: Ability to provide after-hours or on-call support for critical incidents when needed. * Strong problem-solving and analytical skills with a customer-focused mindset. Excellent communication skills; able to explain technical concepts across all organizational levels. High reasoning aptitude and ability to quickly grasp complex operating environments. Innovative thinker with a track record of delivering practical solutions. Preferred Qualifications * Certifications: ITIL Foundations strongly preferred. * Technical Expertise: Comfortable troubleshooting across diverse technologies and domains, including: PC hardware, drivers, and firmware Web browsers Networking Mainframe access technologies Active Directory Group Policy File services Managed print solutions User Experience (UX) tools PowerShell scripting. * Core Competencies: Highly technical with strong problem-solving skills Quick learner with ability to adapt to new technologies Excellent verbal and written communication skills Ability to support technology needs across multiple organizational groups. 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 of 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. Base Pay Salary The estimated base salary for this role is $107,000 - $144,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Technology Line of Business TECH Technology
    $107k-144k yearly Auto-Apply 11d ago
  • VP Product Management, Bank Deposit Products

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    This role will lead the Ameriprise Bank Deposit Products group. Ameriprise Bank is a fully digital bank that launched in 2019. It is a fast-growing start-up within Ameriprise Financial. We are seeking a strong and experienced banking industry leader to independently lead deposit products. In this role, you will lead complex product development projects and initiatives and be responsible for the successful launch and marketing of new products. Scope of development includes product features, service, sales, vendor relationships, marketing materials, processes, policies, and procedures. You will also be responsible for representing the deposit product group in the business and with key business partners. This role may be located in Charlotte, NC or Minneapolis, MN. Key Responsibilities: Ability to independently lead large scale cross-functional product development projects and drive results Operate at both strategic and tactical levels to lead and execute details of product development and implementation of bank deposit products Provide leadership and subject matter expertise on banking regulatory/compliance rules and ensure products meet all requirements Lead across the organization to communicate and promote bank deposit products. Resolve complex advisor/client issues Knowledgeable on the competitive environment for bank deposit products and as inputs to product development recommendations Collaborate with Ameriprise Financial Cash Products leader and executive leadership Required Qualifications: 10+ years' experience in the banking industry 5+ years' people leadership experience Bachelor's degree Preferred Qualifications: 5+ years' bank deposit product experience strongly preferred Ability to independently lead and execute large product development and implementation projects Very strong project management skills and high attention to detail Bank product development and management experience for checking accounts and savings accounts Ability to read and understand bank regulatory standards and ensure product meets all standards Demonstrated track record of successful collaboration at a leadership level in a highly matrixed organization Ability to make connections across disparate information sources to drive effective decision-making Strong collaboration, negotiation and influencing skills Experience working cross functionally with technology, operations, compliance, legal, sales and marketing to develop and launch products, and drive balance growth to meet annual targets Proven track record of driving results in a fast-paced, complex organization 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 of 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. Base Pay Salary The estimated base salary for this role is $171,700 - $231,800 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Marketing/Product Management Line of Business BANK Bank
    $171.7k-231.8k yearly Auto-Apply 22d ago
  • Business Systems Analyst II

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    The Business Systems Analyst II is responsible for delivering both production support and project initiatives. This role involves defining scope, gathering and refining business requirements, and working closely with internal teams, vendors, and technology partners to ensure successful implementation and alignment across stakeholders. Leverage your strong organizational skills to manage multiple concurrent projects, perform data and reporting analysis, deliver timely and accurate documentation, and ensure clear communication across project teams. Key Responsibilities * Represent business and provide expertise on project initiatives; identify business requirements, assess design and process specifications, create accurate documentation, drive progress against project plan, and provide timely updates across our organization through the life of the project. * Monitor and evaluate potential business-driven or regulatory changes that may impact the organization, assisting leadership in setting strategic direction, prioritizing initiatives, and implementing changes through appropriate change control processes. * Acts as liaison for team between other business units, technology, and external vendors. Establishes and maintains effective working relationships across our organization or with external firms and vendors. * Lead and facilitate issue resolution to support project progress and address production challenges, applying strong problem-solving and troubleshooting skills to drive solutions forward. * Provide support to the Trading Organization with ownership of release management, working collaboratively with both internal teams and external vendors to ensure smooth and timely deployments. * Lead small to medium scale projects and provide documentation, status updates, testing and implementation. * Demonstrate foundational knowledge of system architecture and design. Required Qualifications * Associate's Degree or 3+ years of equivalent experience * Strong understanding of the financial services industry * Experience with securities trading processes and tools * Ability to understand and apply technology as it relates to the business * Demonstrated ability to effectively manage multiple work assignments while being able to shift priorities * Strong work ethic, high standards for accuracy and high level of personal accountability Preferred Qualifications * Knowledge of equity, option, or fixed income order management systems. * Ability to work collaboratively in cross-organizational efforts. * Strong analytical and problem-solving skills using data to identify trends and issues. * Proficient in data analysis leveraging tools such as Excel, Power BI, and Denodo * History of working within a highly regulated environment * Strong verbal, written and presentation skills * Series 7 licensed 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 of 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. Base Pay Salary The estimated base salary for this role is $66,000 - $92,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances 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 Business Support & Operations Line of Business CLEAR Clearing
    $66k-92k yearly Auto-Apply 5d ago
  • Counsel-Trading & Regulatory Derivatives and Financial Products

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    We are seeking a highly skilled and experienced attorney to join our Legal Department, specializing in trading documentation and U.S. financial regulation. This role will support the firm's trading activities across derivatives, securities lending, repurchase transactions and financing transactions, including ISDA Master Agreements, MSFTAs, futures, options, and related documentation. The ideal candidate will also provide legal guidance on compliance with applicable U.S. regulatory frameworks including Dodd-Frank, SEC, CFTC, and other relevant rules. The role is located in the US, however the team is global with colleagues in Europe and Asia. Key Responsibilities: Documentation & Negotiation Draft, negotiate, and review trading agreements including: * ISDA Master Agreements and Credit Support Annexes (CSAs). * Master Securities Forward Transaction Agreements (MSFTAs). * Futures and options clearing agreements. * Prime brokerage, repurchase agreements (MRAs/GMRAs) and securities lending agreements (GMSLAs). * Execution agreements. * Coordinate with internal stakeholders (trading, risk, compliance, operations) and external counterparties to ensure timely execution and alignment with firm policies. * Ensure trading agreements are compliant with the regulatory and legal framework applicable to a particular client type and jurisdiction. Regulatory Advisory Advise on U.S. regulatory requirements impacting trading activities, including: * Dodd-Frank Title VII (swap dealer rules, margin requirements). * SEC and CFTC regulations. * EMIR, UMR (including initial and variation margin rules) and other cross-border regulatory frameworks as applicable. * Monitor regulatory developments and assess impact on trading documentation and practices within the U.S as well as their cross-jurisdictional scope and implication. Risk & Compliance * Support onboarding of clients with counterparty banks and ensure sufficient number of counterparties for launch. * Review netting and collateral enforceability opinions. * Ensure compliance with key regulatory developments in the derivatives, repurchase transactions and trading space * Ensure documentation aligns with internal risk policies, regulatory obligations and client-type specific requirements. Strategic Legal Support * Provide legal input on new product launches and trading strategies. * Maintain and update legal templates, playbooks, and negotiation guidelines. * Participate in internal training and knowledge-sharing initiatives. Required Qualifications: * Juris Doctor (JD) from an accredited law school; active bar membership in good standing. * Minimum 5-8 years of experience in a law firm or in-house legal department at a financial institution. * Deep understanding of derivatives and trading documentation, including ISDA, MSFTA, and futures/options agreements/OTC clearing addendums. * Strong knowledge of U.S. financial regulatory landscape (SEC, CFTC, Dodd-Frank). * Excellent negotiation, drafting, and communication skills. * Ability to manage multiple complex transactions and work collaboratively across teams. * Experience with fund structures and cross-border documentation is a plus. Preferred Qualifications: * Familiarity with collateral mechanics, margin rules, and netting provisions. * Experience with trading platforms and contract lifecycle management tools. * Having knowledge of or exposure to regulatory considerations in relation to cross border transactions is a plus. 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 of 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. Base Pay Salary The estimated base salary for this role is $108,000 - $186,300 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Legal Affairs Line of Business GCO General Counsel's Organization
    $40k-49k yearly est. Auto-Apply 35d ago
  • Sr Margin Professional

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    Monitor client accounts for House Calls, Federal Calls & Day Trading Calls, reducing market risk and volatility. Review accounts for FINRA violation & related issues which include Liquidation, 90 Day trade, & Free Riding. Reduce outstanding, non-trade & trade related debt. Effectively communicate & respond to advisors/clients. Ensure comprehensive & seamless operations for all transaction requests with minimal direction. Work with business partners to research & resolve issues in an accurate & timely manner. Interact with Compliance/Risk to monitor guidelines, regulatory policies, procedures & trade corrections.Key Responsibilities Initiate, review and manage exceptions to the firm's current margin policy. Perform daily margin processes, managing margin calls, exception reports, option expiration reports and monitoring accounts for accuracy and sufficient collateral. Review and maintain the accuracy of customer margin account records of securities purchased creating REG-T, House and FINRA calls. File extensions with FINRA on open unsettled trades. Review and approve client requests for payments or transfer of assets within AMPF and/or transfer of assets to other financial organizations where clients have Margin/Options. Ensure that all customer accounts with outstanding regulatory exceptions are brought into compliance regarding retention house requirements, FINRA 4210, and Regulation-T. Take action on at-risk accounts for reasons relating to firm policy, market conditions or individual account behavior. Monitoring and oversight of client margin accounts for trading and concentration risk. Support customer service in identifying, managing and resolving client margin account issues; supplement customer interaction with specific recommendations and explanations Respond to advisors or internal business partners related to, but not limited to, cash available, buying power, option calculations, margin day trading, trade through violations and disbursement approvals. Interact with the advisors and/or internal business partners regarding the remediation of margin accounts requiring action due to down market exposures creating House and FINRA calls and deficit equity. Escalate risk related issue to leadership timely. Execute on various risk-based models at the client account level and market risk factors. Analyze accounts with credit and risk issues associated with risky trading strategies and issue maintenance calls on accounts that fall below minimum margin requirements. Required Qualifications Education: High school or GED 1 to 3 years relevant experience required Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience Previous operations, processing, or customer service experience. Strong problems solving and analytical skills. Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment. Demonstrated understanding of company and industry regulatory requirements. Excellent teamwork and strong written and verbal communication skills. Ability to work in a time sensitive environment with great attention to detail, while achieving a high degree of accuracy. Preferred Qualifications Ability to understand and communicate complex issues. Margin experience. Series 7 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 of 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. Base Pay Salary The estimated base salary for this role is $43,500-$58,800/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Non-Exempt Job Family Group Business Support & Operations Line of Business CLEAR Clearing
    $43.5k-58.8k yearly Auto-Apply 21d ago
  • Life Insurance Agent

    New York Life Insurance Company Charlotte 4.5company rating

    Charlotte, NC job

    Great opportunity for the right individual who has an interest in the business field. With strong performance, this position can lead to corporate and management opportunities. Entrepreneurial and competitive mindset is a must. Make a difference in your community by providing security and peace of mind to the families and businesses that you will serve through New York Life's products and services. BRING YOUR CAREER TO LIFE: · Enjoy continuous personal and professional growth with a wide range of career paths within a Fortune 100 Company · Achieve your financial goals based upon your performance · Realize benefits of a compensation program that helps put you in control and provides for your retirement with a traditional pension plan Job Description: We are looking for motivated individuals who would like to: · Customize their career path to match their personal goals. · Experience a lifetime of learning and professional development. · Enjoy recognition and rewards for achievements. · Define their career path as a Financial Services Representative and have the opportunity for management. · Receive competitive compensation and a flexible benefits package that includes: 401(k), and choice of health plans Here's what you'll do: As a New York Life Financial Services Representative, you'll be offering high quality financial products for insurance and retirement planning needs. You will also: · Develop and implement business and marketing plans · Prospect for potential clients · Discuss financial concerns and needs of individuals · Present potential solutions using our world class suite of products and services · Develop your professional skills and knowledge Benefits: · Health/Dental/Life/Disability · 401(k) / Pension Plan · Continuing education reimbursement * Reimbursement for industry designations Training: NYLIC University: One of the most comprehensive and well-respected training programs in the industry
    $62k-89k yearly est. Auto-Apply 60d+ ago
  • Director of Compensation

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    Ameriprise Financial is seeking a Director of Compensation to join our Compensation Consultant group. In this strategic position, you will lead the development and refinement of compensation programs across our global organization. You'll work closely with senior leaders to design and implement solutions that support business objectives, promote equity, and enhance employee engagement. This role offers the opportunity to apply data-driven insights to influence compensation strategy and contribute to the long-term success of our talent initiatives. Key Responsibilities * Act as a lead compensation consultant to HR Business Partners and senior business leaders, identifying and implementing solutions that address complex organizational challenges and align with our compensation philosophy. * Lead the development and implementation of competitive incentive programs-including sales and special incentive plans. Ensure effective communication, accurate administration, and ongoing evaluation of program success. * Drive enterprise-level compensation projects and processes. Conduct market analyses and recommend updates to ensure competitiveness and alignment with industry trends. * Partner across compensation teams and global stakeholders to lead initiatives that span organizational boundaries. * Develop and deliver compensation education for HR, leaders, and employees through formal training and one-on-one consultations. Create communication strategies for new or updated programs, including year-end compensation materials. Required Qualifications * Bachelor's Degree or Equivalent. * 7-10 Years' relevant experience. * Proven experience leading compensation strategy and programs in a complex, global organization * Deep expertise in incentive design, market analysis, and compensation consulting * Strong analytical and communication skills, with the ability to translate data into actionable insights * Collaborative mindset and ability to influence across all levels of the organization Preferred Qualifications * Master's Degree * Certified Compensation Professional (CCP) or Global Remuneration Profession (GRP) * Financial services, professional services or insurance industry experience. * Global compensation experience * Previous experience of major organizational changes, including reorganizations, M&A activities. 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 of 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. Base Pay Salary The estimated base salary for this role is $131,000 - $176,900 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Human Capital Line of Business HR Human Resources
    $131k-176.9k yearly Auto-Apply 26d ago
  • Senior Human Capital Insight Analyst

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    Are you ready to apply your analytical expertise on a dynamic, world-class HR team? Ameriprise Financial is seeking a Senior Human Capital Insights (HCI) Analyst to join our high-performing organization. In this role, you'll help shape talent strategies by delivering actionable people insights that drive meaningful conversations across the enterprise. As a Senior HCI Analyst, you will: * Partner with team members and stakeholders to identify data and analytics needs. * Transform complex data into compelling stories for executive audiences. * Guide leaders in interpreting results, discussing implications, and enhancing data literacy. * Serve as a trusted authority on HR data and reporting, bringing creativity and innovation to new solutions. What you bring: * Strong analytical and data management skills. * Experience creating innovative approaches and solutions. * A passion for using insights to influence strategy and elevate decision-making. How You'll Spend Your Time * Produce accurate, timely reports using multiple systems; clarify requirements with requesters and ensure alignment with business needs. * Identify data sources, develop and test queries, validate data quality, and deliver products within agreed timelines. * Provide insights and recommendations based on data trends; translate findings into actionable strategies. * Lead intake and prioritization of analytics requests; delegate work and maintain strong client engagement. * Maintain knowledge of HRMS modules (Workday preferred) and support diverse data sets. * Identify and resolve data issues; design and execute audit procedures; research system issues and data trends. * Use statistical programming and visualization tools (e.g., Python, R, Power BI) to enhance reporting and analysis. * Drive process improvements and implement standardized reporting practices to elevate team and business performance. To Be Successful in This Role * Bachelor's degree or equivalent and 3-5 years of experience in data analysis, reporting, or consulting. * Strong analytical and problem-solving skills with experience managing projects. * Excellent collaboration and communication skills to interpret requests and present insights clearly. * Education and experience may be combined to meet minimum requirements. Preferred Qualifications * Education or training in HR, Analytics, Math, Finance, Statistics, I/O Psychology, or related fields. * Experience with HR analytics and HRMS systems (Workday preferred). * Proficiency in data manipulation, visualization, and statistical programming (Python, R). 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 of 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. Base Pay Salary The estimated base salary for this role is $71,300 - $96,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Human Capital Line of Business HR Human Resources
    $71.3k-96.3k yearly Auto-Apply 22d ago
  • OIPA Engineer

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    Be responsible for the Oracle Insurance Policy Administration for the RiverSource business. Work closely with customers, business analysts, technology, and project teams to understand business requirements, drive the analysis and design of quality technical solutions that are aligned with business and technology strategies, and comply with the organization's architectural standards. Provide technical guidance to the development team through the full software life cycle. Key Responsibilities * Create low level design documents (including code samples/outlines) and detailed engineering specifications based on complex business, user, and non-functional (e.g., performance, reliability, balance, and controls) requirements. Write code that adheres to coding standards, procedures, and techniques. Maintain the integrity of existing program logic according to specifications. * Actively participate in the code review process to ensure development work adheres to standards and specifications (including peer review and code review external to team). Ensure the quality of work completed by vendor partners. Write and/or revise system design documentation and operations documentation to include providing required input into operation support manuals. * Unit test all code and programs prior to releasing them to quality assurance. Quickly resolve all unit test issues. Assist quality assurance in identifying test cases and creating/mining test data to enable a thorough test of all development deliverables. Respond to all inquiries and issues in a timely manner as developed code/program moves through the testing process. * Provide mentoring and direction to more junior members of the application development team. Influence the shaping of standards and tools. Provide governance oversight to ensure project adherence to development strategy, standards, policies, tools, and procedures. Guide the development team to consistently apply appropriate development principles and standards during all phases. * Work in partnership with the project team and business to fully understand project goals and requirements and use this knowledge to effectively plan and execute the development process. Participate in project design walkthroughs. Evaluate interrelationships between applications to determine whether a change in one part of the project would impact or cause undesirable results in related applications and design for effective interfaces between interrelated applications. * Improve the health of system assets by identifying enhancements to improve performance, reliability, and resource consumption. Track exceptions to standards (e.g. security gaps) to ensure they are addressed in a planful and timely fashion. Evaluate and troubleshoot root-cause analysis for production issues and system failures; determine corrective action(s) and propose improvements to prevent their recurrence. * Maintain up-to-date business domain knowledge and technical skills in software development technologies and methodologies. Provide input in the selection, implementation and use of development tools and best practices. Work effectively in a team environment to ensure that solution delivery is on time, within cost estimates and meets business needs. #LI_DNI Required Qualifications * Bachelors degree or equivalent in Computer Science, Engineering, or related field; or equivalent work experience. * 5-7+ years of experience with Oracle Insurance Policy Administration (OIPA). * 5-7 years of experience with SQL and XML. * 2-3 years of experience in developing applications targeting a major cloud (AWS, Azure or GCP), * Proven knowledge of development tools such as Visual Studio, Git, SQL Server Management Studio, CICD/automation tools such as Jenkins, Ansible etc. * Demonstrable experience in SQL development which includes but not limited to writing views, stored procedures, functions. * Proven ability to write quality code by following best practices and guidelines. * Strong problem-solving, multi-tasking and organizational skills. * Good written and verbal communication skills. * Demonstrable experience of working on a team that is geographically dispersed. Preferred Qualifications * Full-stack development experience using AWS Services * Knowledge of UNIX/LINUX shell scripting * Experience with Container technologies (Docker, EKS, ECS) * Experience with AI/MLOps * Proven ability to successfully translate client/business needs into software designs. * Proven analytical and business skills to reconcile conflicting objectives and find/design acceptable compromises within existing limitations. * Understand and apply both current technical solution elements (specific tools, components, and frameworks) and abstract elements (algorithms and architectures). * Effectively apply technology/engineering knowledge-base to multiple and evolving programs and languages. 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 of 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. Base Pay Salary The estimated base salary for this role is $104,900 - $140,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Technology Line of Business TECH Technology
    $104.9k-140k yearly Auto-Apply 28d ago
  • Outbound Sales Associate - Merchant Services

    Huntington Bancshares Inc. 4.4company rating

    Charlotte, NC job

    Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: * Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. * Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities. * Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports. * Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities. * Adhere to all company policies and procedures, including compliance regulations related to the payments industry. * Perform other duties and projects as assigned. Basic Qualifications: * High School Diploma, GED, or equivalent * 2 years of sales experience in financial services, especially merchant services Preferred Qualifications: * Exceptional communication and relationship-building skills. * Proven ability to close deals and achieve ambitious targets. * Sales expertise in the business space from $0-$3 million in annual sales. * Expertise in virtual sales in a call center environment. * Ability to multitask in a fast-paced environment. * Strong problem-solving skills and a customer-centric approach. * Juggle complex tasks efficiently within a fast-paced environment. * Participate in occasional team meetings in person. * Utilize technology effectively to manage your workload and client relationships. * Approach challenges creatively and find solutions that benefit both clients and the bank. * Proficiency in MS Office suite and willingness to travel minimally. * 2-5 years' experience in merchant services sales in a call center environment * Bonus points for fluency in an additional language * Proficiency in Salesforce Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Remote 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. Compensation Range: $21.00 - $31.00 Hourly 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.
    $21-31 hourly Auto-Apply 3d ago
  • Director Financial Institution Conversions

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services. Key Responsibilities * Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors. * Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met. * Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies. * Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals. Required Qualifications * 7-10 years of relevant experience * Associate degree or equivalent (2-years) * Broker Dealer and/or tape to tape experience required * Active FINRA Series 7 Preferred Qualifications * Strong relationship management/influencing skills * Ability to analyze root cause and implement solutions * Demonstrated ability to lead cross-functional process improvement teams * Previous people leadership experience * Bachelor's degree or equivalent (4-years) * Strong working knowledge of Operations techniques (DTC or settlement experience is a plus) 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 of 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. Base Pay Salary The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances 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 Business Support & Operations Line of Business CLEAR Clearing
    $122.4k-165.2k yearly Auto-Apply 32d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Charlotte, NC job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 60d+ ago
  • Principal Business Architect

    Ameriprise Financial 4.5company rating

    Charlotte, NC job

    The Principal Business Architect is responsible for partnering with business, product, and technology leaders to identify and lead strategic initiatives that deliver exceptional experiences for our advisors and clients, aligned with our enterprise strategies. The role will bring a strategic, enterprise viewpoint to deliver interconnected end-to-end experiences, bridging the gap between business strategy and its successful execution, and assuring delivery of desired business outcomes. Key Responsibilities Maintain extensive knowledge of the financial services industry, technology landscape, end-user trends, and our business strategies. Educate both IT and the business on opportunities. Identify and recommend innovative technologies that drive the business forward and maintain or create a competitive advantage. Lead proof of concept and discovery initiatives following data driven methodologies to assess value of potential investments. Develop business cases and influence leadership on key decisions with clear and concise recommendations derived from analysis. Lead strategic initiatives to deploy new capabilities that create exceptional experiences for our advisors and clients, enabled through technology. Lead the development and maintenance of business capability road maps, target operating models, our customer experience strategy, and other business architecture assets, and ensure they are aligned to and enable business goals. Be a champion across the organization for business architecture, customer experience, product methodology, and agile ways of working. Partner closely with other architecture disciplines. Educate to unify efforts and enable understanding of how each role has an important part to play in driving total results. Facilitate interactive group sessions to build understanding, support, and engagement. Required Qualifications * Bachelor's degree or equivalent (4 years). * 7+ years technology experience - including technical architecture, systems analysis and system design experience. * 5+ years business architecture experience. * 5+ years experience working on agile projects. * Experience driving business requirements through process mapping, modeling and information flows. * Proven ability to apply architectural principles, methods and tools to solve for business challenges. * Exceptional written and verbal communication skills; including the ability to effectively communicate at all levels of an organization. * Expert knowledge of modeling simulation and analysis techniques and methodologies. * Experience and proficiency using Microsoft Office products (e.g. PowerPoint, Excel, Viso). 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 of 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. Base Pay Salary The estimated base salary for this role is $137,400 - $185,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Technology Line of Business TECH Technology
    $137.4k-185k yearly Auto-Apply 25d ago
  • Entry Level Financial Services Representative

    New York Life 4.5company rating

    Charlotte, NC job

    We're looking for experienced financial professionals to join our team. Whether you are looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than New York Life Insurance Company. If you are interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds As a financial representative with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: Four-year college degree, or higher Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude and willingness to be accountable for results Organized, detail-oriented and excellent time-management skills Desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner Bilingual preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required, Previous Sales Experience preferred Financial Industry background not required Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities. Our extensive, agent-focused resources include: Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support Dedicated underwriters who work diligently on cases Committed managers who don't sell; instead they're dedicated to helping you succeed A team of highly-trained, experienced product consultants to support your client acquisition needs Significant income potential Substantial benefits, including a defined benefit pension plan and 401k About New York Life We are among the strongest and most respected financial companies in America today, ranking #69 on the 2018 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Job Type: Full-time
    $39k-47k yearly est. 60d+ ago

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