Lincoln Financial Group jobs in Pittsburgh, PA - 71 jobs

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

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.

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Service Learning & Development Senior Trainer Business Unit: Group Benefit Solutions Department: Service Learning & Development Job Title: Senior Trainer, Service Learning & Development Level: PF3 Location of role: 1) Pittsburgh, PA 2) Bethlehem, PA 3) Dallas, TX 4) New York, NY Role Overview: The Service Learning & Development Senior Trainer is responsible for designing, facilitating, and continuously improving performance-based learning programs that support organizational service excellence. This role focuses on new hire onboarding, skill development and strategic learning initiatives for service team members, ensuring alignment with business goals and compliance standards. Key Responsibilities: • Lead the development and delivery of role specific training programs for service teams, including onboarding, upskilling, and project learning needs. • Collaborate with legal, compliance, and operational teams to integrate regulatory updates and best practices into training content. • Maintain curriculum design, ensuring materials are current, engaging, and effective for both in-person and virtual environments. • Analyze audit outputs and performance trends to identify skill gaps; develop targeted learning solutions to address these gaps. • Serve as a subject matter expert (SME) for service processes, systems, and client experience standards. • Mentor and coach trainers and team members, fostering a culture of collaboration and continuous improvement. • Manage classroom and virtual training environments, monitoring learner engagement and performance. • Evaluate training effectiveness through existing feedback, assessments, and business impact metrics. • Partner with business leaders to assess training needs and align learning initiatives with strategic objectives. • Drive innovation in learning methods, leveraging technology and new approaches to enhance service delivery. Skills & Competencies • Advanced facilitation and presentation skills; able to lead role-specific training sessions independently. • Deep functional and technical knowledge of Group Benefit Service Operations, systems, and client experience management. • Strong mentoring and coaching abilities, with a track record of developing others. • Excellent communication and interpersonal skills, both verbal and written. • Ability to manage ambiguity, prioritize tasks, and drive accountability. • Action-oriented, nimble learner, and effective collaborator across all organizational levels. • Proficient in Microsoft Office, SharePoint, MSTeams, and other learning platforms. • Growth mindset in supporting AI within Service Operations. Minimum Qualifications • Bachelor's degree in education or related field preferred. • 5+ years of experience in training, coaching, curriculum development, or service operations. • Certification in training and development or facilitation (preferred). • Demonstrated success in designing and delivering impactful learning. • Experience with Knowledge Management development and governance. Preferred Qualifications • Experience in Group Benefits learning, employee development, and change management. • Proven ability to innovate and implement new learning strategies. • Strong analytical skills for evaluating training effectiveness and business impact. • Experience in Lean Six Sigma Continuous Improvement organization. Competencies • Manages Ambiguity • Communicates Effectively • Interpersonal Savvy • Nimble Learning • Ensures Accountability • Action Oriented • Collaborative Team Member Location of role: 1) Pittsburgh, PA 2) Bethlehem, PA 3) Dallas, TX 4) New York, NY Pay Transparency Salary range: $71,000-$101,500 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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. 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 Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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 ******************** Job Requisition ID: 93078 #GBS

Job DescriptionAre you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for. . . We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer. . . Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. 3 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life. . . New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades. . . We're proud of our financial strength. • A++ Superior (A. M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. • 5. 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4. 5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1. 2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

New Business Operations Coordinator - MassMutual Pittsburgh (On-site) MassMutual Financial Group is a long-standing leader in financial services, helping clients protect and grow their wealth with confidence. Our Pittsburgh office is expanding, and we're looking for a New Business Operations Coordinator to support a high-performing team of financial advisors. If you're someone who thrives on accuracy, loves solving problems before they become problems , and wants to make a meaningful impact behind the scenes, this role will feel right at home. Key Responsibilities Review, validate, and process insurance and investment applications (life, disability, brokerage, advisory, retirement accounts, etc.) in line with firm and regulatory guidelines. Serve as the point of contact between financial advisors, underwriters, and custodians to resolve paperwork discrepancies, missing requirements, and compliance issues. Ensure timely and accurate submission of all documentation through the appropriate processing platforms. Track application status, monitor outstanding items, and follow up to create a seamless onboarding experience for clients. Maintain thorough records and logs for auditing, reporting, and regulatory needs. Identify workflow gaps and partner with leadership to refine and improve processes. Train new advisors on systems and procedures for submitting and processing new business. Qualifications Experience in financial services-especially new business or investment operations-is strongly preferred. Familiarity with insurance processing, brokerage, and advisory platforms is a plus. Exceptional attention to detail and comfort working within tight deadlines. Strong organizational, written, and verbal communication skills. High level of confidentiality; background check and fingerprinting required. Proficiency in Microsoft Office; experience with CRM and digital document workflow platforms preferred. Benefits & Compensation · Full medical, dental, and vision · 401(k) Savings Plan with employer match · Paid time off · Salary range: $50,000 - $60,000, based on education and experience If you're ready to take ownership of a role that lets you build, improve, and genuinely make a mark, we'd love to meet you.

Job DescriptionAre you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your transition to a Field Manager role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, you will receive income that is commission-based. If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California, the salary range is $62,400-$150,000), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan. New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 586 recruiters at all levels in 2021 was $270,890. 6 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength • A++ Superior (A. M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer • Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work For • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity We're proud of the way we serve our clients• 5. 5 million lives protected (includes all owners of individual life insurance and annuity policies) • $4. 9 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. ) • $938 million lifetime annuity paid (includes all payouts on individual income annuity products) • Over $1. 1 trillion life insurance protection in force (includes term, whole, and universal life)

Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: * Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. * Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities. * Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports. * Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities. * Adhere to all company policies and procedures, including compliance regulations related to the payments industry. * Perform other duties and projects as assigned. Basic Qualifications: * High School Diploma, GED, or equivalent * 2 years of sales experience in financial services, especially merchant services Preferred Qualifications: * Exceptional communication and relationship-building skills. * Proven ability to close deals and achieve ambitious targets. * Sales expertise in the business space from $0-$3 million in annual sales. * Expertise in virtual sales in a call center environment. * Ability to multitask in a fast-paced environment. * Strong problem-solving skills and a customer-centric approach. * Juggle complex tasks efficiently within a fast-paced environment. * Participate in occasional team meetings in person. * Utilize technology effectively to manage your workload and client relationships. * Approach challenges creatively and find solutions that benefit both clients and the bank. * Proficiency in MS Office suite and willingness to travel minimally. * 2-5 years' experience in merchant services sales in a call center environment * Bonus points for fluency in an additional language * Proficiency in Salesforce Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $21.00 - $31.00 Hourly The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

The Insurance Senior Account Managers possess a high degree of product line knowledge and technical expertise. This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and respond in designated time frames while working in a fast paced environment, acts independently to service large, complex accounts, as well as, as producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts. Duties and Responsibilities: + Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries. + Conduct regular exposure analysis and risk reviews with clients and prospects. + Lead the end-to-end marketing process for new and renewal business. + Collaborate with clients and carriers to gather necessary data and negotiate coverage terms. + Review and present carrier quotes, ensuring alignment with client needs and agency standards. + Prepare and deliver proposals, and policy documents within established timelines. + Maintain accurate client and policy data in agency systems. + Identify and pursue account rounding, cross-sell, and referral opportunities. + Support new business prospecting efforts and contribute to agency growth initiatives. Basic Qualifications: + Bachelor's degree + Active Property & Casualty Insurance License + 5+ years experience managing a P&C commercial book of business Preferred Qualifications: + Advanced insurance designation (e.g., CIC, CPCU, ARM) or equivalent #LI-KB1 #INS Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Do you enjoy helping people? Do you thrive in a fast paced, customer focused environment? Then start your rewarding career as a part of our growing Customer Service team! As a Contact Center Customer Service Advocate, you will help and work with customers to improve their health, well-being and sense of security. As a Customer Service Advocate, you are offered extensive, paid hands on training, a supportive post-training environment to pave your success. New York Life Insurance Company encourages career development and offers continuing educational resources internally and externally to help you in your career advancement. Role Overview: In this pivotal role, the Customer Service Advocate receives inbound customer calls on general inquiries regarding Short Term and State Disability benefits, eligibility, coverage and payment status, as well as provide solutions for customers and clients via phone. Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer- based resources in a highly effective manner to educate and provide accurate responses to customer inquiries is crucial for success in the role, along with the innate ability to be compassionate and empathetic when appropriate when handling complex customer inquiries. What You'll Do: Customer Service Advocate respond to customer inquiries primarily regarding: * Eligibility associated with their disability * Understanding of claim status * Understanding of claim payments related to disability plans * Researching customer information and inputting data into designated system. * Assist customers with outbound calls to provider's office to obtain medical records for disability claim Customer Service Advocates are measured on: * Direct feedback from customer via post call surveys, which include: o The ability of the customer service advocate to resolve their inquiry o Their satisfaction with the overall experience while they spoke with the advocate o The level of effort that the customer experienced in resolving their inquiry o Internal quality assessments that measure how accurately and efficiently the customer service advocate responded to the inquiry Core Competencies of this role: * Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations. * Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know. * Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion. * Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach. * Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge. * Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures. What You'll Bring: * High School Diploma or equivalent required, Associates or Bachelor's degree preferred * Customer service experience preferred * Intermediate proficiency in Microsoft Office Suite; high level capacity to multitask independently and on a computer * Excellent written and oral communication skills * Ability to perform in a high volume, fast paced call center environment * Proven ability to work independently as well as a productive member of a team * Exceptional organizational and time-management focus #LI-AP1 #LI-HYBRID * Candidates must reside within 50 miles radius of our 116 15th Street, 7th Floor. Pittsburgh PA 15222 location to be cosidered* Pay Transparency Salary range: $40,000-$47,000 Overtime eligible: Nonexempt 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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. 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 Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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 ******************** Job Requisition ID: 93098 #GBS

As an Auto Finance Sales Rep-Senior, you will develop and maintain profitable, quality indirect lending relationships with franchise automobile dealers within your assigned market. Duties and Responsibilities: Provide a full array of Auto Finance related products and services Be responsible for direct sales to dealers, servicing dealer customer and training of various dealership staff. Build and maintain portfolio of business by identifying new opportunities and demonstrating value to dealer customers, which requires a thorough knowledge of bank and competitor products. Manage and Maintain reporting and key performance indicators for assigned territory Maintain overall market knowledge of auto industry and local competition and community awareness Promote Huntington's value proposition of local sales and service. Performs other duties as assigned. Basic Qualifications: Minimum 2 years of Auto Finance related sales experience High School diploma Preferred Qualifications: Local Dealer knowledge and relationships preferred (Pennsylvania) Experience working with multiple dealership and dealer groups Bachelor's Degree Excellent verbal and written communication skills Strong sales and negotiation skills Proficiency with Microsoft Office including Word, Excel and PowerPoint Proficient at typing and completing pre call sale Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Remote Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

Complete floor plan inventory audits, which are an essential component of credit line maintenance as they assist in identifying the level of risk and exposure associated with each credit line. **Primary Responsibilities:** + Complete floor plan inventory audits by physically inspecting the collateral as well as the dealer's books and records in reference to such collateral, including the sale, disposition and proceeds thereof. + Inspect and analyze sale records to ensure that vehicles are paid off in accordance with the M&T Bank Floor Plan Agreement. + Review ownership documentation for all units that are neither seen nor sold. + Perform accurate and precise data entry using proprietary software. + Print dealer reports and review for accuracy prior to distribution. + Review the results of the audit with management and report any areas of risk, material variances to policy or negative perceptions prior to departure from the dealership. + Perform other projects as requested by management. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The incumbent has constant interaction with automobile dealers in order to facilitate the exchange of information regarding floor plan audits and unpaid vehicles. **Supervisory/Managerial Responsibilities:** Not Applicable. **Education and Experience Required:** Associate's Degree plus one year relevant experience or previous collections, credit, accounting or audit experience, or in lieu of a degree, a combined 3 years' higher education and/or work experience, including a minimum of one year relevant experience or previous collections, credit, accounting or audit experience. Basic knowledge of personal computers. Excellent written and verbal communication skills. Self-discipline and the ability to work independently as well as in a group is required. Skilled at using critical and logical thinking to solve problems. Ability to interact with various levels of bank and dealer personnel in a courteous and professional manner. **Education and Experience Preferred:** Bachelor's degree. Basic knowledge of software utilized by department. Knowledge of dealer functions and related bank procedures. \#LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Pittsburgh, Pennsylvania, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Huntington Bank's Internal Audit Department is searching for an Audit Project Manager with a passion for identifying and mitigating business risk. Serving as an advisor to your business segment, the Project Manager becomes both a subject matter expert in their designated field and a solid line of defense against threats, trusted by colleagues across the bank and external regulators. From initial scope to final report, you will manage and coordinate financial and operational audits that ensure Huntington's compliance with policies, procedures, and laws. You will collaborate with colleagues across the Audit Department and the wider organization to learn key business processes, test and document results, and communicate with your stakeholders. Our team works collaboratively and is driven by results, but we are flexible to our colleagues' needs. Work schedules and locations are customized to fit the team's ideal conditions. As part of the team, you will benefit from professional development that includes personalized development plans and ongoing coaching/education, with a focus towards achieving your career goals. If you are the type of person who is passionate identifying risk and works with business partners to mitigate it while optimizing the business's performance, we should talk. Duties & Responsibilities: * Lead audit teams in the execution of audit engagements and monitoring of key initiatives. Review workpapers and final report drafts. Ensure reporting is actionable and meaningful to stakeholders. * Mentor, coach, and develop the team to facilitate team engagement including conducting performance appraisals. Foster an environment of teamwork, inclusiveness, career growth, and development. Oversee the timely completion of audit projects. Assist in prioritizing work and navigating roadblocks. Coordinate/collaborate with 1st and 2nd Line of Defense partners to ensure alignment of schedules and test plans. * Strive to continuously improve the program through process improvements, including leveraging data/systems/etc. to automate testing, where applicable. * Effectively communicate findings and recommendations with stakeholders. * Validate audit findings to confirm issues are properly resolved, including formal follow-up testing to determine adequacy and effectiveness of action taken. * Develop and execute compliance monitoring programs and periodic testing procedures, including work papers and report formats. Monitor changes in laws, regulations, and policies as well as regulatory best practices impacting the monitoring and testing programs. (This can be customized for specific segments and utilized the Compliance role as an example) * Performs other duties as assigned. Basic Qualifications: * Bachelor's degree * 4+ years of experience that may be a combination of internal/external audit, business segment, or risk experience * 3+ years of Treasury, including Capital or Liquidity or Market Risk Preferred Qualifications: * Intermediate level Adobe and Microsoft Office skills required, including Excel and Word required. * Professional certification (CPA, CIA, CAMS, CRCM, etc.) is required within 24 months of start date. * Motivated, career-focused, developer of talent. * Comprehensive knowledge of the risk governance regulatory environment and experience in managing or auditing the related risks. * Excellent verbal and written communication skills - Must be able to effectively communicate issues and concerns to various management levels within Huntington including executive management. * Excellent project management skills - Must be organized, detail-oriented, and able to work well under deadlines. * Proven leadership and mentoring capabilities - Must be able to accomplish goals through influence management and motivation. * Strong critical thinking and problem-solving skills are essential. * Develops relationships with senior managers. * Comfortable working in a team environment and supervising staff. * Strong analytical skills. #LI-NG1 #LI-Onsite Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70,000-$140,000 annually The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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.

is a highly visible and working on Huntington's regulatory financial filings. The primary responsibility will be to work across segments to drive the end-to-end automation of the required regulatory filings in compliance with the standards and guidance from the appropriate institution including the Federal Reserve, Federal Financial Institutions Examination Council (FFIEC) and Office of the Comptroller of the Currency, for Huntington Bancshares Incorporated and The Huntington National Bank, as well as work on other internal priority projects. · Collaborate, build relationships and communicate requirements across the organization to gather reportable data, including providing business requirements to data partners (including IT and Finance Data Resource Group) and complete user acceptance testing of the resulting efforts. · Identifies and works with others within the organization to improve reporting data and generate additional operational efficiencies while maintaining strong compliance with regulatory requirements. · Collaborates with other Regulatory Reporting colleagues to ensure efficient and effective reporting and assists, as needed, with periodic reporting processes, including but not limited to the Call Report, FR Y-9C, FR Y-14M, FR Y-14Q, FR Y-14A, FFIEC 009, FR Y-15, Basel III, and other reports as needed. · Ensures the maintenance of procedural documentation for the regulatory reporting process and execution of appropriate review controls. · Identifies, articulates, and coordinates regulatory reporting issues with Risk Management, Internal Audit and Legal. · Analyze results and provide insightful detail to management for trends and fluctuations. · Special projects related to regulatory reporting efforts, as needed. · Leads and participates in quality control efforts to ensure information used and reported in regulatory reports is consistent between reports and schedules, and with other internal and external reporting, as applicable. Basic Qualifications: · Bachelor's degree in accounting, finance, economics, or information technology · 7+ years of experience in auditing, regulatory and/or SEC reporting or regulatory related field. Preferred Qualifications: · Public accounting and/or external financial reporting experience. · Financial services sector experience. · Control mindset and demonstrated ability for process improvement. · Excellent written and verbal communication skills. · Detail oriented and highly organized. · Enjoys working in a team environment. · Strong problem solving and analytical skills. · Ability to multi-task and self-prioritize tasks to assure each task is completed timely and accurately. · Strong time management skills to allow for adherence to deadlines. · Proficiency in Excel using advanced functions and complex formulas. · Experience in banking regulations and/or core banking processes is considered a plus. · Experience using Axiom/Adenza ControllerView Reporting software, Microsoft Office with Outlook, Access, Wdesk, Wdata, and Essbase knowledge considered a plus. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $70000-$140000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Enterprise Strategic Planning Manager will facilitate and lead various aspects of the strategic planning process across the organization. This role is critical in helping develop enterprise strategy and ensuring that business units and functional areas complete their strategic planning process in a timely, effective, and regulatory compliant manner. The candidate will work collaboratively with various stakeholders across the enterprise to develop and update enterprise strategy, align strategic initiatives, manage competitive insights, and support the development of business OKRs. Key Responsibilities * Enterprise strategy development: Lead the process to craft and update strategy at Enterprise level in partnership with the business and support unit leaders. * Strategic Planning Oversight: Facilitate and lead the enterprise strategic planning process, ensuring that all business segments and functional areas complete their strategic plans on schedule. * Risk Management: Collaborate with Risk teams to ensure the strategic planning process includes credible challenge and adheres to regulatory requirements. * Market and Competitive Insights: Analyze market trends and competitive intelligence to inform strategic planning and decision-making processes. * Goal Development and Tracking: Support the formulation of business goals, objectives, and key results (OKRs) to evaluate progress and drive accountability across the organization. * Cross-Functional Collaboration: Foster strong relationships with key stakeholders across the organization to promote transparency and alignment throughout the strategic planning process. * Reporting and Communication: Prepare and present strategic planning reports to senior management, highlighting key insights, progress, and areas of improvement. * Regulatory Interface: Support interactions with various Regulators on continuous monitoring, exam execution, and timely feedback follow up. * Performs other duties as assig Basic Qualifications: * Bachelor's degree in Business Administration, Finance, or a related field. * Minimum 7 years of experience in strategic planning, strategy consulting, or related roles within the financial services industry. Preferred Qualifications: * Strong project management skills with proven experience managing complex strategic planning processes with a strong understanding of risk management frameworks. * Strong analytical skills with the ability to synthesize data and market insights into actionable strategies. * Demonstrated ability to work with ambiguity and apply critical thinking skills to complex problems. * Proficient in financial modeling and analysis, with a solid understanding of financial metrics and business performance indicators. * Excellent communication and presentation skills, with the ability to influence stakeholders at all levels of the organization. * Ability to manage multiple priorities simultaneously and prioritize appropriately Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $93000-$189000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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.