Lincoln Financial Group jobs in Edison, NJ - 629 jobs

Alternative Investment Sales Specialist Account Executive
Lincoln Financial Group 4.6
Lincoln Financial Group job in New York, NY
Alternate Locations: New York, NY (New York); Boston, MA (Massachusetts); US Northeast Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Requisition #: 75365 The Role at a Glance The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business plan, to achieve sales and growth goals for alternative investments. They will partner closely with key stakeholders across field sales, investment, product management, and marketing in the distribution of alternative investment solutions to retail/HNW advisors and key centers of influence within the Northeast (NY & New England) Sales Region. This individual will leverage their alternative investments expertise and experience in executing critical educational and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors. What you'll be doing * Develop deep understanding of Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales team. * Provide subject matter expertise with Alternatives and collaborate with Sales team in organizing and executing fund roadshows and other field engagement routines, with prescribed follow-up activities to drive sales results. * Partner with investment, product and distribution teams, along with other key stakeholders, to promote and distribute a wide range of strategies and structures for retail/HNW advisors. * Support the development and rationalization of a variety of different types of Alternative Investment marketing collateral and branding initiatives (e.g., presentation decks, educational materials, thought leadership/thematic content). * Stay abreast of industry trends, competitive landscape and investor preferences to support product development and positioning in various educational forums, conferences, and other events. * Develops and maintains a more complex sales plan to increase sales revenue and market share within alternative investments. * Increases penetration in territory of by optimizing and growing relationships in partnership with existing field wholesale team to drive sales at targeted firms. * Cultivates, directs, and maintains client relationships within assigned territory's firms. * Increases financial advisors' awareness and drives adoption of Lincoln's alternative investments products and services within their assigned territory. * Partners with Lincoln's wholesale team to Develop, direct, and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their assigned territory. * Develops a comprehensive understanding of existing/targeted firms/advisors including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Works effectively to support growth of Lincoln's alternative investment offerings to maximize and capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. * Conducts firm/advisor meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Identifies and communicates any potential conflicts regarding Lincoln's alternative investments * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures. What we're looking for Must-Haves * 3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position. * FINRA Series 7 and 63 License * Bachelor's degree or equivalent work experience * Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions. * Effective verbal and written communication skills * Ability to adapt quickly in a changing work environment Preferred * MBA/CFA/CAIA * FINRA Series 24 Application Deadline Applications for this position will be accepted through December 31, 2025, 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 $190,000 - $480,000 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: Manhattan Nearest Secondary Market: New York City Job Segment: Series 7, Account Executive, Sales Management, CFA, Sales, Finance
$50k-70k yearly est. 50d ago

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Learning and Development Specialist
Ameriprise Financial 4.5
New York, NY job
Ameriprise Financial has an exciting opportunity for a Learning and Development Specialist to join our global team. In this role, you will support enterprise learning and development programs, ensuring they run smoothly and provide a positive experience for participants. Key responsibilities include coordinating schedules, managing communications, and assisting with facilitation. You'll collaborate closely with instructional designers, program leads, and other stakeholders to deliver learning initiatives that align with organizational priorities. If you are passionate about fostering a culture of continuous learning, helping employees build critical skills, and contributing to organizational growth and success, this role could be a great fit for you! Key Responsibilities * Program Delivery: Own the end-to-end delivery of workforce development programs and targeted development initiatives. This includes coordinating program logistics such as scheduling, participant registration, and deployment of training materials. The role is responsible for maintaining and updating the enterprise learning calendar for all workforce development activities and facilitating live and virtual learning sessions, as well as supporting social learning cohorts. * Collaboration and Stakeholder Engagement: Partner closely with instructional designers and program leads to ensure alignment of content and delivery. Prepare and distributes program communications, marketing collateral, and stakeholder updates, and actively participates in team meetings, project huddles, and development planning sessions to ensure seamless execution and collaboration. * Continuous Improvement: Gathers learner feedback and monitors program effectiveness to identify opportunities for improvement. Based on insights and data, the role recommends enhancements to improve learner experience and program outcomes, ensuring that offerings remain relevant and impactful. * Communications and Branding: Support marketing and branding of enterprise learning programs through internal channels and help drive learner engagement and adoption of enterprise learning solutions. This includes creating compelling messaging and leveraging communication strategies to promote participation and awareness. Required Qualifications * Bachelor's degree or equivalent years' of relevant experience * 3-5 years' of experience * Experience facilitating live and virtual learning sessions. * Knowledge of adult learning principles and workforce development practices. * Experience supporting enterprise-level learning initiatives. * Strong project management skills, including organization, attention to detail, understanding priorities, and communicating up/down stream. * Proven ability to work well with business partners and determine resources required to meet business line program objectives. * Excellent written and verbal communication skills. * Overall technical/system proficiency in Microsoft Office 365, SharePoint, and Copilot Preferred Qualifications * Experience in key systems (e.g. Cornerstone, Workday, LinkedIn Learning, etc.). 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 - $98,100 / 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-98.1k yearly Auto-Apply 16d ago
Client Administration Analyst
Ameriprise 4.5
New York, NY job
Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable for performing daily activities to coordinate institutional client-facing processes such as onboarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable, such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions. Key Responsibilities Accountabilities include: Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks. Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients' expectations are at risk or cannot be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes. Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on-boarding new clients, redemption events, scheduled client reporting and special custom or ad hoc reporting needs. Provide subject matter expertise, effectively communicating across multiple audiences. Developed understanding of impacted up-stream and down-stream processes. Complete cross training and back up responsibilities Complete retention of records, work, and other information, following established procedures and policies. Required Qualifications Bachelor's degree or equivalent work experience. 1-3 years' experience in the financial services industry Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners. Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and act. In-depth knowledge of business operations and processes with ability to conduct process improvement efforts. Strong relationship and communication skills in working with colleagues; ability to present and influence on recommendations. Must be highly responsive and proactive in a fast-paced changing environment. Demonstrated proficiency in MS Excel and PowerPoint. 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 $65,000- $75,000 / 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 Mutual Fund Operations Line of Business AMINV US Asset Management
$65k-75k yearly Auto-Apply 23d ago
Training & Education Consultant
Northwestern Mutual 4.5
New York, NY job
At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. The Field Function is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves. This position is part of the National Training Program that is transforming how training is delivered to reach a new generation of those joining Northwestern Mutual. This role directly supports the development and early career success of all participants in the national training program. It is critical to the build out, scalability and evolution of the national program. Accountabilities include: * Partner with field leadership to deliver the national training experience in participating network and district network offices. * Gold-standard facilitation of foundational national training program sessions. * Availability to support learners and offices across all US time zones. * Support the on-going development of learners participating in the national training experience. * Partner with all members of the National Training team, home office business partners, and the field to build, evolve, and maintain the national training experience. * Support the evolution of content by providing actionable feedback and recommendations at the program level. * Provide direction to program operational support for scheduling delivery of training, and production of material, communications, and reporting. * Partner with all members of the National Training team to ensure consistency in delivery of the experience across all participating offices. Bring your best! What this role needs: * Bachelor's degree in business, adult education, communications, or marketing or equivalent of progressive experience in education/training, professional communications, or marketing necessary. * Excellent writing and facilitation/public speaking skills required. * Ability to work effectively with people at all levels; demonstrated diplomacy, sensitivity and flexibility in adapting to rapidly changing needs and priorities; quick, effective decision-making skills. * Ability to listen, engage, negotiate and influence clients; synthesize and relate complex information; analyze communication and execution problems and opportunities; and implement integrated training / educational strategies. * Three or more years of proven experience developing and delivering effective curriculum and training programs, preferred. * High degree of independent initiative and organization, along with demonstrated ability to effectively manage multiple assignments concurrently, set priorities and meet aggressive deadlines with a commitment to team objectives. * Demonstrate NM behaviors: deliver exceptional experience, solve for the client, be a talent multiplier, lead with enterprise vision, challenge the status quo, play to win * NM Field experience is a big plus #LI-Remote Compensation Range: Pay Range - Start: $69,720.00 Pay Range - End: $129,480.00 Geographic Specific Pay Structure: Structure 110: $76,720.00 USD - $142,480.00 USD Structure 115: $80,150.00 USD - $148,850.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 01/30/2026 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$69.7k-148.9k yearly Auto-Apply 12d ago
Senior Director - IAM
Northwestern Mutual 4.5
New York, NY job
What's the Role? As the Senior Director of Identity Management, you will lead the strategic development and implementation of identity management (IM) solutions across the organization. This role is pivotal in setting strategic direction to support IT and organizational strategies. The Senior Director will focus on ensuring secure, efficient, and scalable identity lifecycle management, aligning with industry standards and regulatory requirements. They will assume accountabilities for identity management client functions and coordinate accountabilities within IT, engaging staff, leadership, and business partners to mature and sustain information risk management across the enterprise. Primary Duties & Responsibilities: * Strategic Leadership: Develop and execute a comprehensive identity management strategy that supports organizational goals and regulatory compliance, engaging Identity & Access Management (IAM) leadership in strategic direction setting. * Identity Lifecycle Management: Oversee user provisioning, deprovisioning, and identity governance processes to ensure secure and efficient operations. * Technology Implementation: Lead the deployment and management of identity management platforms, including Identity Governance and Administration (IGA) tools, Client IAM tools, and Operations tools. * Risk Management: Evaluate and prioritize risks in new and existing systems from both business and technology perspectives, recommending controls that balance effectiveness with business impact. * Stakeholder Collaboration: Leverage relationships to act as a liaison between IAM and business units, fostering collaboration to implement best risk management practices. * Organizational Change: Influence enterprise buy-in to address risk areas and promote a more information risk-aware culture. * Project and Budget Oversight: Responsible for selection and prioritization of IM projects, oversight of IM budget management, and long-range planning. * Team Development: Develop and mentor a high-performing technical IAM team, setting standards for engineering excellence, documentation, runbooks, and on-call readiness. * Identity Management: Own and mature workforce and client identity for all internal and external users and applications, including strategic design and hands-on implementation of IAM patterns * Performance Tracking: Create and track IAM KPIs and OKRs tied to business outcomes Bring your best! What this role needs: * Experience: 12+ years in identity management, with 5+ years in a leadership role within a large-scale enterprise environment. * Technical Expertise: Proficiency in identity management technologies, including Active Directory, IGA tools, and federated identity solutions. * Engineering Experience: Requires substantial prior hands-on engineering experience designing and implementing IAM solutions (e.g., JML, Access Certifications, Identity Verification, RBAC), with a clear progression from senior engineer/architect into strategic leadership. * Leadership Skills: Proven ability to lead and develop high-performing technical teams, with strong people management skills. * Communication Skills: Excellent verbal and written communication skills, with the ability to influence stakeholders at all levels. * Education: Bachelor's degree in Cybersecurity, Computer Science, Information Systems, or equivalent work experience. Certification in security space desired (CISSP, CCSP, etc). #LI-Hybrid Compensation Range: Pay Range - Start: $149,380.00 Pay Range - End: $277,420.00 Geographic Specific Pay Structure: Structure 110: $164,290.00 USD - $305,110.00 USD Structure 115: $171,780.00 USD - $319,020.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Job Posting End Date: 03/01/2026 The timeline for this job posting may be shortened or extended based on organizational needs. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$149.4k-319k yearly Auto-Apply 41d ago
Senior Director, Tech Learning Strategy & Delivery
Northwestern Mutual 4.5
New York, NY job
About the Job: As Senior Director, Technology Learning & Capability Transformation, you will define and lead the strategy for building a future-ready, digitally fluent, and continuously learning technology workforce. You'll drive innovation in how technical and digital talent learn, grow, and evolve to meet changing business and technology priorities. You'll drive innovation in how our technology and digital teams learn, grow, and adapt-ensuring our workforce is future-ready and aligned with business goals. This role partners closely with senior technology, digital, HR, and business leaders to build a culture of continuous learning, technical excellence, and measurable impact. You will focus on two key segments: * Deeply technical digital talent: Empower tech and digital employees (engineers, developers, architects, data scientists, etc.) with advanced, personalized learning that accelerate mastery of emerging technologies and drive innovation. * Enterprise-Wide Digital Capability: Equip all employees-regardless of role or background-with foundational digital skills and mindsets, building a resilient, future-ready workforce that can adapt and thrive as technology transforms our business. Learning Strategy & Innovation * Develop and execute a forward-thinking tech and digital learning strategy that advances both deep technical expertise and broad digital fluency. * Identify future skill needs and emerging trends (AI, cloud, cybersecurity, data science, software engineering) and translate them into actionable, scalable learning programs. * Champion the adoption of innovative learning technologies (AI-driven personalization, simulations, gamification, mobile learning). Capability Architecture & Future Skills * Build a technology capability framework aligned with enterprise tech strategy and architecture priorities. * Define pathways for emerging skill domains (AI, data engineering, cloud modernization, cybersecurity, DevOps). * Partner with workforce strategy teams to connect learning to role design, performance, and internal mobility. * Develop and maintain a "skills intelligence" dashboard to monitor readiness and guide investment decisions. Learning Program Design & Delivery * Design and deliver modular, AI-enabled learning journeys and academies that accelerate deep skill mastery and real-world application * Embed learning in flow of work through tool integration, communities of practice, and project-based upskilling * Create and deliver reskilling bootcamps to help employees transition into emerging digital roles and build critical new capabilities. * Develop onboarding bootcamps for new digital teams, accelerating integration and productivity. * Build and curate engaging content across modalities (e-learning, instructor-led, virtual, on-the-job). * Partner with Enterprise Talent Design in the design & deployment of learning platforms and tools, ensuring accessibility and impact. Stakeholder Partnership * Collaborate with technology leaders, business unit heads, and HR partners to assess needs, align learning solutions, and drive adoption. * Build strong relationships with internal SMEs and external vendors to source best-in-class content and certifications. * Partner with Architecture, Engineering, and Data leadership to define critical technical skills and capabilities required to deliver the enterprise digital strategy. * Measurement & Continuous Improvement * Establish KPIs and leverage analytics to measure learning effectiveness, engagement, and ROI. * Leverage analytics, AI-based skills inference, and productivity metrics (e.g., engineering velocity, deployment frequency) to quantify capability uplift and business impact * Use data and feedback to continuously improve programs and learning experiences. Team Leadership * Attract and Hire Top Talent: Develop and execute strategies to attract, recruit, and onboard high-caliber learning professionals with expertise in digital, technical, and instructional design. Build a diverse team that brings fresh perspectives and deep subject matter expertise. * Talent Development & Retention: Foster a culture of continuous growth by providing clear career paths, mentorship, and professional development opportunities for team members. Identify and nurture high-potential talent within the team to ensure a strong leadership pipeline. * Inspire and Motivate: Set a compelling vision for the team, inspiring innovation, collaboration, and a relentless focus on learner impact. Champion a culture of experimentation, knowledge sharing, and psychological safety. * Performance Management: Establish clear goals, expectations, and feedback mechanisms to drive accountability and high performance. Regularly assess team capabilities and address skill gaps through targeted development. * Inclusion & Belonging: Prioritize building an inclusive team culture that values diverse backgrounds, experiences, and viewpoints, ensuring all voices are heard and respected. What Experience You'll Bring: * 10+ years in technical learning, capability transformation, or enterprise digital enablement leadership roles. * Proven record establishing large-scale digital academies, learning ecosystems, or capability frameworks. * Experience integrating AI, data analytics, or adaptive learning technologies into enterprise programs. * * Strong project management and change leadership skills. * Experience with learning platforms, digital content, and data-driven program optimization. * Excellent communication, stakeholder management, and influencing skills. * Bachelor's degree required; Master's or advanced degree preferred. Preferred Skills and Leadership * Change Management - Advanced * User-Centered Design Process - Advanced * Program Management - Advanced * Adult Learning - Expert * Tech & Digital Acumen - Expert * Learning Experience Design - Advanced #LI-Hybrid, #LI-Remote, #LI-Onsite Compensation Range: Pay Range - Start: $123,480.00 Pay Range - End: $229,320.00 Geographic Specific Pay Structure: Structure 110: $135,800.00 USD - $252,200.00 USD Structure 115: $142,030.00 USD - $263,770.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$123.5k-263.8k yearly Auto-Apply 9d ago
Associate Actuary Income Annuities
Metlife, Inc. 4.4
New York, NY job
Associate Actuary - Income Annuities The Retirement & Income Solutions (RIS) Annuity business is seeking an Associate Actuary. Reporting to the Director, Institutional Income Annuity Pricing, this role will provide actuarial and technical expertise for the Institutional Income Annuity (IIA) business. The IIA pricing team is a diverse team of financial professionals utilizing business acumen and financial expertise to create innovative solutions that address our groups customers' retirement income needs. This position interacts closely with all areas of RIS, including Product, Sales, Contract, Operations, as well as with enterprise stakeholders such as Finance, Actuarial, Risk, Investments, and Legal. Key Responsibilities: * Perform actuarial, pricing, financial, and technical analysis to supports new & existing business pricing, benefit calculations & operational support, and Sales/Marketing support * Work with the business on the design and pricing phase for strategic initiatives and RFPs. Independently create custom pricing models, perform assumption reviews, and conduct sensitivity testing. * Calculate new business pricing results. Provide explanations for deviations & make recommendations on how to address. * Identify and implement process and documentation improvements, automation, and optimization for new business and inforce pricing-related activities * Clearly and concisely communicate pricing & calculation results to business and pricing leadership, in both written and oral fashion * Collaborate with IT to support in-force business management, existing quoting platforms and other emergent technology platforms. Perform leadership role within the Agile team on pricing-related calculations, testing, and strategic improvements * Lead with RIS Operations to support in-force business including benefit calculations and other business administration needs. Required: * Bachelor's degree in mathematics, statistics or actuarial science or related discipline * 5+ years actuarial experience, including at least 2 years with Annuity and/or Pricing experience * ASA/Pre ASA designation on Society of Actuaries * Strong quantitative and communication skills. Able to concisely present orally and in presentations. * Strategic and analytical thinker with ability to focus on details. Able to quickly spot issues and develop a recommended approach. * Self-starter with ability to effectively manage and supervise multiple projects and priorities simultaneously * Strong computer skills (Excel, Access, Visual Basic, Prophet) * Excellent analytical and spreadsheet skills Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $95,500 - $127,300. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. $95,500 - $127,300
$95.5k-127.3k yearly 43d ago
API - Digital Distribution Analyst
Berkshire Hathaway 4.8
New York, NY job
Good Things are Happening at Berkshire Hathaway GUARD Insurance Companies! We provide Property & Casualty insurance products and services through a nationwide network of independent agents and wholesale brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! BENEFITS We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave This position is Remote dependent on your proximity to a GUARD office or Hybrid work schedule (three days in the office, two days from home) Work/life balance schedule - no nights or weekends/closed for all major holidays Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation) Tuition reimbursement after six months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Digital Distribution Analyst will work with the digital distribution team to support our API portfolio to ensure our APIs meet business needs and are effectively integrated into our partners systems. They will work with both internal and external stakeholders to understand requirements, onboard partners, document processes and specifications, and troubleshoot issues related to API functionality and performance. This role is most focused on understanding business processes, identifying areas for improvement, and recommending solutions that align with business goals. Then working with our API integrated trading partners to implement and optimize integrations. API Integration and Testing: Work with development teams to integrate APIs into partner systems, ensuring functionality and performance meet requirements. Perform integration testing and troubleshoot issues throughout the project lifecycle, ensuring data integrity and accuracy. Troubleshooting and Support: Investigate and resolve issues within our API integrations providing support to internal and external users and development teams. API Management and Improvement/ Continuous Improvement: Identify opportunities to improve APIs, including performance, onboarding, maintenance, usability, and testing. Maintain existing integrations, troubleshooting issues and implementing necessary updates. Collaboration and Communication: Work with various stakeholders, including business analysts, developers, and QA teams internally and externally. Strong written and verbal communication skills to clearly articulate problems, and work effectively with others to generate solutions, and achieve a shared goal. API Documentation: Create and maintain business documentation for APIs including process documentation and troubleshooting guides. Collaborate with stakeholders to define integration requirements, including data mapping, workflows, and SOPs. Performance Analysis: Analyze available data to identify areas of opportunity at integration points, gaps, and in the overarching performance as well as conversion of the partner APIs. Support and Maintenance: Provide business focused technical support to clients, manage support tickets, and track/record issues. Qualifications The ideal candidate must be able to work independently with an entrepreneurial spirit and have excellent technical skills, including knowledge and experience working with a variety of computer programs. Bachelor's degree preferred. The ideal candidate will have a strong background in API integrations and implementations with experience in the commercial insurance industry a plus. We offer an exciting challenge to a technical Distribution Management Professional who can make an immediate impact upon production and is looking for opportunities to advance their career. The qualified candidate must show a high degree of attention to detail, demonstrate a genuine interest in understanding complex problems by understanding the underlying causes and potential impacts, the ability to break down problems into manageable components, analyze data, and draw logical conclusions and generate creative solutions. In exchange for your expertise, we offer exceptional salary and bonus opportunities, comprehensive benefits, as well as the opportunity for professional development with a progressive organization poised for growth. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. Salary Range $60,000-$100,000.00 USD The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
$60k-100k yearly Auto-Apply 20d ago
Principal IAM Engineer
Northwestern Mutual 4.5
New York, NY job
What's the role? The Principal IAM Engineer is the senior technical authority for identity services, responsible for designing, implementing, and governing enterprise-wide IAM capabilities across workforce, partner, and customer identities. This role combines deep hands-on engineering with architecture and leadership, driving the modernization of authentication, authorization, identity lifecycle, and privileged access controls across our cloud and on-prem environments. Key Responsibilities: * Own the end‑to‑end technical design of IAM services, including identity lifecycle management, authentication, authorization, SSO, and privileged access controls, ensuring they are secure, scalable, and highly available. * Lead design and implementation of IAM integrations for SaaS, on‑prem, and AWS cloud platforms, including federation (SAML, OIDC, OAuth), MFA, and Passwordless capabilities. * Serve as the primary escalation point for complex IAM engineering issues; perform root‑cause analysis and drive long‑term remediation and hardening of IAM platforms and related services. * Partner with security architecture, infrastructure, application, and HR/IT teams to align IAM solutions with enterprise security strategy, compliance obligations, and business objectives. * Define IAM engineering standards, patterns, and reference architectures; guide other engineers in implementing secure onboarding patterns for applications into IGA, PAM, and SSO platforms. * Lead modernization initiatives. * Contribute to audits, risk assessments, and regulatory reviews by providing technical evidence, designing compensating controls, and closing identified IAM control gaps. * Mentor and coach IAM engineers and analysts, promoting engineering excellence, documentation discipline, and a culture of continuous learning and improvement. Bring your best! What this role needs: * 10+ years of experience in information security or infrastructure engineering, with at least 5 years of hands-on-keyboard experience with core IAM platforms. * Deep expertise with the majority of our IAM stack * Strong hands-on experience with Microsoft Entra ID and Active Directory as foundational directory services, and extensive experience implementing federation protocols (SAML, OIDC, OAuth2). * Proven track record designing and implementing IAM solutions in hybrid multi-cloud environments, including the automation of provisioning, access reviews, and RBAC/ABAC models. * Experience with secrets management solutions. * Proficiency in at least one scripting or programming language (such as PowerShell, Python, or Java) to automate tasks and build custom connectors for our IAM tools. * Excellent communication skills with the ability to translate complex technical concepts related to our IAM ecosystem for both technical and non-technical stakeholders. * Exceptional sense of ownership and the ability to work with a limited set of requirements. * Highly advanced ability to breakdown work to deliver value incrementally. * Experience leading large-scale IAM programs. * Prior responsibility as a technical lead or architect for IAM, including mentoring teams and influencing roadmaps beyond direct reporting lines. * Demonstrated ability to balance security, usability, and operational efficiency, with a strong bias toward automation and measurable risk reduction. #LI-Hybrid Compensation Range: Pay Range - Start: $135,800.00 Pay Range - End: $252,200.00 Geographic Specific Pay Structure: Structure 110: $149,380.00 USD - $277,420.00 USD Structure 115: $156,170.00 USD - $290,030.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$102k-127k yearly est. Auto-Apply 23d ago
Collateralized Loan Obligation (CLO) Trader
Citi 4.6
New York, NY job
The Trader is a senior level position responsible for overseeing a trading book and managing book risk, in coordination with the Trading team. The overall objective of this role is to ensure book trades deliver on budgeted revenues, and to coordinate with key stakeholders to develop the trading franchise. This position will have a heavy focus on trading Collateralized Loan Obligation (CLO) mezzanine and equity tranches. Responsibilities: Oversee a trading book as a Senior trader and generate revenues and manage risk for the respective business Build and maintain a franchise and connect with key clients Coordinate with Sales, Research, CM and and other organizations across Markets and Securities Services and the broader business Trade a book and deliver on budgeted revenues and manage book risk Establish and maintain key relationships to deliver trades to the desk Anticipate client demand in each respective product/market and facilitate large client trades Coordinate with desk analysts as needed and with sales to develop the franchise and manage and mentor junior traders as needed Leading strong governance and controls: Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure Build a culture of responsible finance, good governance and supervision, expense discipline and ethics Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation. Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services Adhere to all policies and procedures as defined by your role which will be communicated to you Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe 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: 15+ years of experience in a related role In-depth knowledge of respective products and clients Proven history of successful trading book management Required licensing and registrations as applicable Advance analytical and numerical competency Consistently demonstrates clear and concise written and verbal communication Effective interpersonal skills to develop and maintain relationships with internal and external stakeholders Ability to analyze and pitch situations and determine suitable counterparties Knowledge of Bloomberg, booking systems, trading protocol, closing technicalities Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Institutional Trading ------------------------------------------------------ Job Family: Trading ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $200,000.00 - $300,000.00 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: Dec 23, 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.
$200k-300k yearly Auto-Apply 16d ago
Senior Software Engineer
Northwestern Mutual 4.5
New York, NY job
Job Description: The Senior Software Engineer at Northwestern Mutual Life Insurance Company in New York, NY will spearhead ongoing enhancement and upkeep of homegrown and third-party applications to support private investments for front and middle offices. Build robust ETL scripts and APIs utilizing Python and Node.js to enable efficient data transfer to Snowflake data warehouse using DBT, PostgreSQL and SQL. Implement cloud architecture using AWS, Docker, Kubernetes, and Terraform. Maintain health and optimal functioning of cloud assets as per company standards in capacity of team's DevOps Practitioner. Automate testing and deployment using cloud-based CI/CD tools and apps. Apply engineering best practices in order to analyze and develop software solutions. Develop software using agile methodologies and continuous integration practice. Utilize established monitoring and automation processes. Conduct code reviews and evaluations. Mentor junior engineers. Participate in setting team standards and best practices. Telecommuting permitted up to 3 days per week. Salary $123,656- $208,520 per year. Minimum Requirements: Master's degree in Computer Science, Information Systems Engineering and Management, or related field plus 1 year of experience as a software engineer or related occupation. Experience must include 1 year with each of the following: (1) Python, JavaScript, and Node.js; (2) SQL and data modeling; (3) CI/CD tools, including Docker, Kubernetes, and Terraform; (4) AWS functions and DBT; (5) performing peer reviews on code and design; (6) explaining technical solutions to engineering teams; (7) mentoring junior engineers; and (8) Snowflake. Interested candidates send resume to ****************************. Reference code 285 in the subject line. We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. If noted, this is standard pay structure for this position. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
$123.7k-208.5k yearly Auto-Apply 7d ago
NAM Fixed Income E-trading Lead
Citigroup Inc. 4.6
New York, NY job
The Applications Development Senior Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to establish and implement new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to drive applications systems analysis and programming activities. Responsibilities: * Manage/develop multiple teams of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) as well as ensure team adheres to best practices and process Develop vision for team around roles and responsibilities, and structure team to ensure greatest impact, efficient use of resource, and alignment to business structures * Prepare and present regular team/project reviews to senior management and business leaders * Drive the design and development of system architecture, work with end-users of the systems, and enhance the quality of deliverables Ensure staff follows Citi documented policy and procedures as well as maintain desktop procedures and supporting documentation for filings on a current basis and in comprehensive manner * Monitor and manage approach/end results, budgeting, planning, policy formation, and contribute to future strategy of the area(s) * Ensure change is managed with appropriate controls, documentation, and approvals including implementation of new and revised regulatory reporting requirements * Research and resolve issues, provide recommendations, and escalate to senior management as needed * Manage and maintain all disaster recovery plans, oversee appropriate testing, and provide permit-to-operate for new applications * Lead and deliver local staff forums, present global, regional, and location news and updates to engage team in the progress of organization * Contribute to defining and implementing best practices and processes for the department and ensure transparency and consistency across teams * 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 15+ years of relevant experience * 8-10+ years of managerial experience * PMP Certification, MBA, Specific to business Licenses and other * Experience with financial products * Working knowledge of the industry and competitors' products and services * Advanced knowledge of strategic direction of the function within relevant part of the business * Proficient computer skills with a focus on Microsoft Office applications * Demonstrated leadership, management, and development skills Education: * Bachelor's degree/University degree or equivalent experience * Master's degree preferred The Fixed Income (FI) Electronic Trading Technology team is seeking a highly motivated NAM Lead with a proven track record of delivering high quality software and trading applications across the Rates and Spread Products businesses. This team is part of the FI Electronic Trading Technology team and is responsible for strategic electronic trading components; partnering and supporting asset-class specific eTrading teams (LATAM, Credit, G10 Linear) to build and roll them out to production. In addition, this team will also be responsible to increase adoption of other common low latency tech components/framework built by the Markets Low Latency Platform team as well as onboard onto the UI Framework built by Citi Desktop. The successful candidate in this role will be responsible for building the North American team to define and deliver the common architecture for FI eTrading. This role provides the candidate the ability to experiment with new technologies, evaluate Vendor/Fintech products and design a common platform that can serve multiple asset classes while working in a flexible (Hybrid) and inclusive work environment. In this role the candidate will have the opportunity to influence every aspect of software development - design, buildout, testing automation, devops and monitoring. Responsibilities: * AutoNegotation Engines / Client Orders, RFQ, and Pricing across all NAM businesses * Trader GUIs * Partnering with Core Services and connectivity teams to deliver end-to-end projects Delivering on strategic asks: * Retiring expensive vendor platforms * Strategy development and testing * Modernization of legacy software Team Management * Line management of global team resources * Responsible for execution against hiring plan, filling all critical roles per planned timeline * Coordination of monthly tech team meetings Stakeholder Management * Strong communication and interpersonal skills, and ability to influence NAM tech and business stakeholders * Ability to prioritize in an ambiguous environment and drive impactful deliveries across a diverse set of stakeholders Knowledge/Experience: * Strong academic record, ideally with a Bachelors or Masters degree in Computer Science, * Information Science, engineering or related technical or quantitative discipline. * Demonstrable success in designing and delivering multi-tiered applications for trading systems at a global scale * Experience of building and leading teams, ideally with a global resource profile * Demonstrated ability to deliver large projects efficiently and on time * Strong Software development fundamentals, data structures, design patterns, Object-Oriented * programming, architecture, algorithms, and problem-solving skills * Strong focus on system performance tuning and experience with low latency Java programming * Solid understanding of service architecture and high performance, low latency, and multithreading techniques * Experience architecting and designing high performance server side components. * Extensive experience using Java to develop service oriented applications * Knowledge of any Fixed income financial products (e.g. Rates, Currencies, and Spread Products) is highly desirable * Technical skills include Java, Rust, TDD, KDB, FIX, Docker, OpenShift, Kubernetes and UNIX/LINUX Competencies: * Strong verbal and written communication skills; ability to face off to various stakeholders * Self-motivated individual and with determination to achieve goals * Willingness to learn, both technically and professionally * Strong analytical and problem solving skills * Good team working skills and ability to work in a distributed global team environment * Ability to work on a fast-pace environment; Flexible and able to deliver quality results in the * required timeframe Time Allocation: * 25% - Overseeing Development and code reviews * 25% - Technology Transformation * 25% - Organization & Leading Highly Motivated Engineers * 25% - Support & Maintenance * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Applications Development * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170,000.00 - $300,000.00 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: Aug 18, 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.
$170k-300k yearly 9d ago
Citi Commercial Bank - Loan Syndications Associate
Citigroup Inc. 4.6
New York, NY job
The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions. Responsibilities: * Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research. * Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets. * Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market. * Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process. * Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements. * Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines. * Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers). * Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors). * Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners. * Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes. Qualifications: * 2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience * Completion of formal credit training program preferred * Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms * Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information * Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel * High level of energy, enthusiasm, and motivation * Team player, able to facilitate strong partnerships * Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills * Obtain and maintain required FINRA registration and licensing Education: * Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Commercial and Business Sales * ----------------------------------------------------- Job Family: Commercial Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $109,120.00 - $163,680.00 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: Jan 03, 2026 * ----------------------------------------------------- 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.
$109.1k-163.7k yearly 9d ago
Assistant Director, Insights Design & Storytelling
Northwestern Mutual 4.5
New York, NY job
About the Job: Responsible for transforming complex workforce and HR data into clear, compelling, and visually exceptional executive-ready narratives. This role combines analytical fluency, design excellence, and business insight to shape how the organization understands its workforce, identifies opportunities, and makes decisions. Sitting within the Workforce Innovation & Insights portfolio, this role establishes a consistent visual and insights brand for the function. What You'll Do: * Creation of high-impact insights decks, briefings, and visualizations that interpret HR and workforce data for executive audiences. * Development of a scalable, reusable visual identity system for Workforce Innovation & Insights, including templates, storytelling frameworks, and data-to-insight pathways. * Translation of quantitative and qualitative inputs into clear narratives that highlight trends, context, implications, and decisions. * Collaboration with HRBPs, Strategic Enablement Teams, and functional leaders to understand business context, root causes, and drivers-ensuring insights reflect the realities of the business. * Design and delivery of infographics, visual models, and explanatory artifacts that elevate understanding among leaders with varying levels of data literacy. * Application of strong judgment to clarify what matters, remove noise, and frame recommendations that support effective decision-making. * Stewardship of a high bar for quality, clarity, insight, and consistency across all workforce narrative products. * Synthesize data from Workday, Adaptive, ServiceNow, Visier, Tableau, Power BI, AWS, and other sources into cohesive, intuitive insights. * Build visualizations and infographics that extend beyond standard BI dashboards-focused on clarity, storytelling, and strategic relevance. * Create narrative structures that lead leaders from insight to implication, and implication to action. * Partner with analysts, data scientists, researchers, and HR leaders to contextualize findings and validate interpretation. * Maintain a strong forward-looking orientation by identifying emerging themes, risks, and opportunities connected to the future of work. * Develop templates, brand standards, and insight formats that can be reused, customized, and scaled across HR. * Ensure accuracy, quality control, and consistency across all artifacts. * Provide thought partnership on how insights should be sequenced, framed, and communicated for maximum impact. What Experience You'll Bring: * Demonstrated ability to distill complex datasets into intuitive, high-quality visual narratives. * Strong design sensibility across layout, hierarchy, typography, color, and data visualization. * Expertise with visualization and analytics tools (Tableau, Power BI, Visier preferred). * High proficiency with Excel; familiarity with Workday data structures and ServiceNow data is a plus. * Adept at collaborating with analysts, researchers, HRBPs, and business leaders to extract meaning and context. * Strong business acumen with the ability to connect data to operational, talent, and strategic decisions. * Experience building insight frameworks, template systems, or reusable design patterns. * Exceptional written communication skills with the ability to present arguments clearly and succinctly. * Comfortable operating as a senior IC with high autonomy, high accountability, and a mandate for excellence. #LI-Hybrid, #LI-Onsite, #LI-Remote Compensation Range: Pay Range - Start: $92,750.00 Pay Range - End: $172,250.00 Geographic Specific Pay Structure: Structure 110: $102,060.00 USD - $189,540.00 USD Structure 115: $106,680.00 USD - $198,120.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$92.8k-198.1k yearly Auto-Apply 15d ago
Senior Equity Analyst, Healthcare - Seligman Investments
Ameriprise 4.5
New York, NY job
This senior equity analyst position is a key member of the Healthcare Fund at Seligman Investments, part of Columbia Threadneedle Investments, an asset manager with over $654 billion in assets under management. This is a unique opportunity to join a growing fund with an entrepreneurial spirit integrated in a highly established and reputable investment firm/ platform. Our team has presence in New York, Menlo Park, Miami, and Boston. Key Responsibilities Healthcare sector coverage (not including biotech/ pharmaceuticals) reporting to the Healthcare Portfolio Manager. Candidates should have depth of expertise in one or more: med tech, diagnostics, life science tools, diagnostics, or healthcare services with versatility and curiosity to generate ideas across healthcare sector. Generate investment recommendations: thesis, risk-reward, supporting evidence, and catalysts. Create and maintain detailed financial models, revenue builds, comp sheets. Continually refine thesis and research processes. Effectively communicate research and new developments on a regular basis. Strong work ethic, highest integrity, drive for results, entrepreneurial spirit, intellectual curiosity and honesty contributing to a positive culture and team environment. Required Qualifications 5+ years in healthcare equity research / sector coverage. 2+ years of experience as a buyside investment analyst covering healthcare. Strong financial modeling, valuation, and analytical abilities. Preferred Qualifications Experience with private investments and derivatives. 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 $175,000 - $200,000 per 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 Investment Management Line of Business AMINV US Asset Management
$175k-200k yearly Auto-Apply 60d+ ago
Actuarial Product Oversight Consultant
Massmutual Financial Group 4.3
New York, NY job
Actuary, Product, Pricing and Assumptions Oversight Full-Time Boston, MA or Springfield, MA or NY, NY The Opportunity MassMutual is seeking an enthusiastic, well-rounded and motivated actuary to join the Product Pricing & Assumptions Oversight team within the broader Corporate Actuarial (CA). In this function, this individual will contribute to the pricing and assumptions oversight of all of MassMutual's insurance products and is expected to successfully partner with the pricing teams of the various businesses. The Team The Product Pricing & Assumptions Oversight function is part of the Corporate Actuarial team. This team is responsible for all oversight of pricing, product development & assumptions across all MassMutual product areas. The group works collaboratively amongst itself as well as with the various product teams to ensure that all aspects of product development and management align with MassMutual's strategic goals and objectives. The Impact: As a key member of the Product, Pricing, and Assumptions Oversight team you will: * Leverage solid technical expertise to provide value-added support and guidance to all actuarial aspects of new product development and inforce product re-pricings (assumptions, pricing methodologies and profitability) * Support the analysis and maintenance of major elements of Actuarial Pricing Review including metric setting, target/hurdle rates, mix of business and capital allocation * Monitor and analyze sales, emerging experience, profitability and risk exposures of the company's new and inforce products including responsibility for analysis and reporting of value of new business metrics used for management decision making * Enforce corporate guidelines and governance processes with respect to product pricing and re-pricings, and assumptions oversight * Stay abreast of emerging regulations as they impact applicable aspects of products being priced and related actuarial work * Participate on select Corporate projects and initiatives * Have a solid demonstration of clear verbal and written communication, strong collaboration and partnership with business partners, and agility in balancing multiple work efforts The Minimum Qualifications * ASA or FSA designation * Bachelor's Degree or higher in Actuarial Science, Accounting, Business, Economics, Finance or Mathematics * 5+ years of life and annuity experience, preferably in the U.S. market, in areas such as pricing, valuation, reinsurance and/or capital management The Ideal Qualifications * Solid knowledge of actuarial and risk management concepts and practices; experience with quantifying, analyzing and managing a range of product risks * Self-motivated and independent with solid analytical, critical thinking, and problem-solving skills; comfortable dealing with both complexity and ambiguity with some guidance, and able to explore multiple solutions to problems and challenges * Effective time management, planning and organization skills * Strong interpersonal, communication and influencing skills: ability to convey complex issues, explain methodologies and influence resolutions in writing and orally * Ability to rapidly respond to changes in direction, tight deadlines and high-pressure situations What to Expect as Part of MassMutual and the Team * Regular meetings with the Product, Pricing, Assumptions Oversight Team. * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-ST1 Salary Range: $141,300-$185,400 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
$141.3k-185.4k yearly Auto-Apply 3d ago
Senior Associate, Asset Backed Finance
Oaktree Capital Management 4.8
New York, NY job
Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Oaktree ABF strategy: Oaktree Asset Backed Finance ("ABF") is a recently formed strategy which invests in pools of contractual assets, or "assets", such as loans, leases, receivables, mortgages and licensing agreements, which may or may not reference property or other hard assets. Asset categories include corporate, consumer, real estate, transportation, equipment, infrastructure, energy, intellectual property and other esoteric types. On behalf of ABF funds and clients, Oaktree * Purchases, or commits to purchase, assets, with or without leverage * Lends, or commits to lend, secured by assets, in a senior or mezzanine position * Insures, or provides capital relief against, assets * Provides essential capital to a business primarily engaged in the origination and servicing of assets While Oaktree has significant experience successfully investing client capital in ABF opportunities as a sub-allocation to existing funds, Oaktree ABF represents Oaktree's first client offering dedicated to ABF. Based on the expanding ABF opportunity set and client demand, Oaktree ABF has grown and is expected to grow significantly. Oaktree judges ABF Strategy's success and value by outcomes delivered to clients, consistent with or exceeding expectations, over the medium and long term. For additional information please visit our website at *********************** Responsibilities The ABF Senior Associate will specifically support senior ABF investment professionals in the New York and London offices and will contribute to all phases of the investment process, from sourcing, through decision points, to investment realization. * Recognizing that Oaktree sources opportunities and leads through a variety of internal and external channels, the ABF Senior Associate will follow up on introductions and inquiries of potential relevance to the ABF strategy. * Collect, evaluate, organize and summarize initial information which accompanies an ABF opportunity such as teasers, pitch decks, meetings or emails. * Participate in calls, virtual meetings and in-person meetings with asset originators, borrowers, sellers and their respective advisors, taking careful notes. * For those opportunities determined to be potentially attractive for Oaktree funds and clients, lead or participate in diligence, negotiation of terms and documentation, building models and preparing investment memoranda for consideration by the ABF investment committee. * Gain familiarity with Oaktree's various pools of capital available for ABF investments, including the constraints imposed by fund investment guidelines, capital considerations, regulators and Oaktree's internal policies and procedures. * Present information about investments, both actual and considered, to partners such as clients, prospects, financing providers and co-investors. Participate in monitoring, surveillance and valuation of existing investments. * Train and supervise associates and analysts on the ABF team. * Perform other tasks as required. Qualifications * 5 + years relevant experience within asset finance or structuring at an investment bank or investing across securitized collateral types at an investment manager. Individuals with 3-4 years of experience may be considered but at an Associate level role. * Strong quantitative background. Facility with Excel and PowerPoint, commensurate with years of experience. * Strong experience reviewing financial agreements for relevant business points and finding answers to specific questions. * Knowledge of fixed income fundamentals, asset backed finance and securitization, commensurate with years of experience. * Experience in executing private asset-backed investments (without relying on an arranging bank to structure the investment) preferred but not required. * Experience leading rating process of an asset-backed investment preferred but not required. Personal Attributes * Clever, intellectually curious, resourceful, enjoys solving problems, quick study * Driven, productive, responsible, detail oriented, organized * Team oriented with high integrity * Professional and a strong communicator in a variety of formats * Effective teacher and student Education Bachelor's degree required. Base Salary $170,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.
$170k yearly Auto-Apply 22d ago
Head of Change Management - Investments
New York Life 4.5
New York, NY job
New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $799 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long-term financial security. Role Overview: The Change Leader will play a critical role in leading and managing the Change Management efforts within the Investments Business at New York Life. This role requires a leader with strong strategic and execution skills and the ability to work effectively across teams. This individual will be responsible for guiding teams through significant changes, ensuring the smooth transition of processes, systems, and culture as the business continues to evolve. The Change Leader will work closely with the enterprise change leader in Human Resources, senior leadership within the business, project managers, and key stakeholders to design, implement, and monitor change management strategies that support both the business and company goals and objectives. What You'll Do: Change Strategy Development & Execution: * Design and implement comprehensive change management strategies that align with the business' overall goals and objectives. * Partner with senior leadership to identify business needs and areas requiring transformation, defining the scope, timelines, and key deliverables. * Partner with senior leadership to prioritize a change management agenda and measure success against key deliverables. * Lead change initiatives that foster a smooth transition and minimize resistance across the organization. Stakeholder Engagement & Communication: * Establish and maintain strong relationships with key stakeholders (Business Leaders Portfolio management, Distribution, Human Resources, Corporate Communications, Technology, etc.) across all levels of the organization. * Work with Corporate Communications team to support the communication of change initiatives clearly and effectively, ensuring that all employees understand the purpose and impact of the changes within the organization. * Develop and deliver clear, concise communication plans, presentations, and other materials for employees, leadership, and external partners. Culture & Behavior Change: * Help drive organizational culture change to ensure employees embrace new ways of working, systems, and processes. * Promote a positive environment for change by addressing employee concerns, creating buy-in, and building trust through transparent communication. * In partnership with the Enterprise Change Management team in Human Resources, support the implementation of training to support employees in adapting to new tools, systems, and methodologies. * Lead change workshops, coaching sessions, and other learning opportunities to ensure employees are well-equipped to navigate the transformation. Change Monitoring & Feedback: * Monitor the effectiveness of change initiatives through surveys, interviews, and other data-driven methods to evaluate success metrics, employee engagement and transformation progress. * Identify and address potential barriers to change and develop corrective actions as needed. * Report on the progress of change initiatives, providing regular updates to senior leadership and other stakeholders. What You'll Bring: Education & Experience: * Bachelor's degree in Business, Organizational Development, Human Resources, or a related field. Master's degree is a plus. * Proven experience (7+ years) in leading change management efforts in Asset Management undergoing significant transformation or organizational change. * Experience with project management methodologies and change management frameworks. Skills & Competencies: * Strong leadership and interpersonal skills with the ability to influence and build relationships at all organizational levels. * Excellent communication skills, both written and verbal, with the ability to tailor messages to different audiences. * Deep understanding of organizational behavior and cultural transformation strategies. * Problem-solving and decision-making abilities, with a focus on practical solutions and results. * Ability to manage multiple projects and priorities in a fast-paced, dynamic environment. Key Attributes: * Visionary thinker with a strategic mindset, capable of leading complex transformation efforts. * Empathetic and approachable, with a keen ability to listen to concerns and manage resistance to change. * Resilient and adaptable, able to thrive in ambiguous or challenging situations. * Collaborative, team-oriented, and able to foster a sense of community and shared purpose. Pay Transparency Salary Range: $225,000 - $275,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 93073
$84k-122k yearly est. 12d ago
Investment Banking Vice President, Communications - New York
Citigroup Inc. 4.6
New York, NY job
The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: * Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm * Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering * Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions * Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects Qualifications: * 6-10 years of experience * Experience in the Financial Services industry, specifically within Banking * Degree in Finance or closely related areas of Business Administration * MBA or Master's Degree in Business preferred * Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes * Consistently demonstrates clear and concise written and verbal communication skills * Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products * Series 7 and 63 preferred Education: * Bachelor's degree/University degree or equivalent experience * Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Institutional Banking * ----------------------------------------------------- Job Family: Investment Banking * ----------------------------------------------------- Time Type: * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $250,000.00 - $275,000.00 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. * ----------------------------------------------------- Anticipated Posting Close Date: Nov 21, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
$250k-275k yearly 9d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
New York, NY 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 9d ago

Lincoln Financial Group jobs in Edison, NJ - 629 jobs

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Head of Change Management - Investments

Investment Banking Vice President, Communications - New York

College Financial Representative, Internship Program

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