Director jobs at MassMutual - 30 jobs

The Opportunity As a New Business Suitability Principal you will conduct back-office review and firm-acceptance of new and existing business and account maintenance submissions as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Team The MML Investors Services (MMLIS) Society 1851 Wealth Management (Formally: Elite Services Team) provides white glove, concierge level, operational support and service to our Top-Tier Wealth Management advisors. We review and process all of their MMLIS New Business in addition to facilitating post new account functions including Advisory Operations, Cashiering, Transfer of Assets, and Account Maintenance. Our strategy includes growing and retaining our most successful and influential advisor population across the country and supporting them with operational experience that is laser focused on the ease of doing business. We provide tailored telephony support and partner closely with all Service and Operations areas within MMLIS including MMLIS Product, MMFA leadership, Legal, and Compliance. The Impact * Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts. * Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems. * Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. * Implementation and management of operational and supervisory procedures for the firm. * Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking. * Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines. * Consistently identify and report to management on trending and risk mitigation measures. The Minimum Qualifications * FINRA Series 7 & 24 required at time of application * 2+ years MMLIS experience and / or 3+ years experience conducting suitability reviews within the brokerage/advisory space * High School Diploma/GED/HiSET * Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators * Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office The Ideal Qualifications * 3+ years MMLIS experience and / or 4+ years experience conducting suitability reviews within the brokerage/advisory space * College degree preferred with a concentration in business or finance * High aptitude for effective problem resolution * Superior customer service skills * Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style * High aptitude for effective problem resolution * Strong organizational and time management skills are essential What to Expect as Part of MassMutual and the Team * Regular meetings with the team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, Women, LGBTQ, 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-DK1 #LI-REMOTE Salary Range: $69,000-$90,500 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.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Strategy and Planning Director for the Corporate Real Estate and Workplace Services team, you will drive the development and execution of Corporate Real Estate strategies. You will use your experience in real estate market analysis, portfolio/occupancy planning, supplier performance management, and lease and transactions management to provide expert guidance to executive management, translating business needs and market trends into actionable plans. You will lead strategic analyses, conduct portfolio performance reviews, and ensure alignment with overall Association objectives. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office location. Relocation assistance is available for this position. What you'll do: Drives the development and coordination of components within the overarching Corporate Real Estate strategy. Works with executive management to establish strategic and operational framework that enables short and long-term business goals and key results. Drives the alignment of business processes and frameworks with the Association's strategy. Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps. Works with business leaders to handle the transition from strategy to execution. Is responsible for the integration of change management plans, project documentation, and strategies for large, complex business-specific initiatives that often impact the organization and/or Association. . Identifies strengths and weaknesses to evaluate operational efficiency by establishing best practices and management routines to address gaps. Guides team members as they perform research and analysis. Supports Company and Function executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals. Experience influencing and presenting (verbally, in writing, and through presentations) to senior executives and internal colleagues, providing concise and regular updates on status, progress, strategies, and roadmaps. Extensive experience in Project Management. Strong business acumen in financial services or a related industry, and a proven ability to balance strategic thinking with practical implementation skills. Experience working with clients/customers to identify business issues and develop a strategy for the business's direction based on gathered insights. What sets you apart: 6 years of lease and transactions management experience, including proficiency in negotiating lease agreements, purchase contracts, and other real estate-related transactions. This includes a detailed understanding of market dynamics, building strong relationships with landlords and brokers, and effectively driving deals to successful closure. Comprehensive understanding of real estate economics, financial modeling, budgeting, and capital planning. Supplier Performance Management experience Ability to effectively communicate complex real estate strategies and insights to various stakeholders, including senior leadership. This includes active listening to understand diverse needs and concerns, influencing without authority, and fostering teamwork across different departments. Compensation range: The salary range for this position is: $114,080.00 - $218,030.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About The Job This position is pivotal in executing Northwestern Mutual's Technology Success strategy by leading a team that provides day-to-day technology support to NM's national network of financial advisors. Additionally, this role involves partnering with the Home Office (Corporate HQ) on critical technology initiatives to ensure the Field Technology Operations team is well-equipped to foster a positive technology-enabled client experience (CX) and field experience (FX). By representing the field's voice of customer (VoC), the Assistant Director ensures that product development, deployment, and change plans effectively address pain points and meet the unique needs of the field. What You'll Do Lead and coach a geographically distributed team of technology specialists (TS) to successfully enable effective and efficient technology support. Develop and maintain relationships with Network and District office leadership to understand and address resource and programmatic needs by office. Lead working teams in the strategic design, implementation, and execution of departmental priorities that drive NM's transformation agenda, while also minimizing technology-related business issues. Collaborate with digital products, technology, and business teams on key technology initiatives, providing field VOC and proactively influencing the direction of adoption and support plans. Partner and consistently deliver with peers across Field Technology Operations to establish and sustain best practices for program operations and delivery standards. Continuously assess team performance via quantitative and qualitative measures as appropriate; taking corrective action where needed to improve capabilities, reduce inefficiencies, and enhance customer experience. Oversee team support strategies ensuring high-quality, value-added touchpoints to enable high customer satisfaction. Lead the strategic engagement of major technology integrations and moves with Network Office leadership. Ensuring Technology Specialist are fully supported to execute locally. Partner with 3rd party vendors in the active sourcing and onboarding of technology specialists and consultants. What We're Looking For Degree in Information Technology, Computer Science, Business Administration, or a related field. Bachelor's degree preferred. Minimum of 5-7 years of experience in technology support or a related field, with at least 3 years in a lead, leadership, or managerial role. Proven track record of managing or leading technology support teams. Understanding of IT infrastructure, software applications, and network systems. Proficiency in troubleshooting and resolving technical issues. Experience with technology support tools and platforms such as ServiceNow or similar. Demonstrated ability to lead, motivate, and develop high-performing teams. Excellent project management skills, with the ability to prioritize and manage multiple initiatives simultaneously. Experience in strategic planning and execution of organizational goals. Exceptional verbal and written communication skills. Ability to collaborate effectively with cross-functional teams and stakeholders. Strong presentation skills, with the ability to convey technical information to non-technical audiences. Strong commitment to customer service and satisfaction. Ability to understand and address the unique needs and challenges of end-users. Strong analytical and problem-solving skills. Ability to identify root causes of issues and develop effective solutions. Ability to adapt to rapidly changing technology and business environments. Proactive approach to learning and implementing new technologies and best practices. Ability to align technology support strategies with broader organizational goals. Experience in driving process improvements and operational efficiencies. Relevant certifications such as ITIL, PMP, or similar are preferred. Experience managing budgets and financial planning for technology support operations. Demonstrated commitment to ethical practices and maintaining confidentiality. Skills You'll Have Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues using quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success. Digital Products: Demonstrates expertise and knowledge of digital devices, communication applications, and networks to access and manage information. Escalation Management: Addresses and resolves incidents where customer wants to communicate with leadership or higher authorities regarding their problems. Empathizes, understands, and interacts with the customer to mitigate their issues using domain expertise and adaptive communication techniques. Field Advocacy: Serves as an advocate and liaison of the field to produce meaningful interactions with the field that increase awareness and satisfaction with products and services; brings a field-centric mindset to value creation, prioritization, sequencing, and/or design of digital product enhancements, to maximize value to the field and increase the effectiveness of adoption. Operational Excellence: Focuses on lowering operational risks, running costs, and increasing revenues by identifying, designing, and implementing efficient and effective operational processes and systems that drive performance improvement and achieve business goals. Performance Management & Reporting: Monitors and measures performance of the team and/or field and uses metrics to continuously track and compare the actual versus expected performance, and determines corrective actions as needed. These qualifications will ensure that the Assistant Director of Technology Support is well-equipped to lead the team effectively, drive technological advancements, and support the organization's overall success. Compensation Range: Pay Range - Start: $104,090.00 Pay Range - End: $193,310.00 Geographic Specific Pay Structure: Structure 110: $114,520.00 USD - $212,680.00 USD Structure 115: $119,700.00 USD - $222,300.00 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.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is available for this position. The Work Ahead Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices. Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios. Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions. Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives. Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights. Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds. Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement. What you'll do: Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights. Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning. Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree 8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience 3+ years leading high-performing teams Proven experience developing long-range (3+ years) workforce forecasts and strategic plans Strong business acumen with the ability to anticipate future talent and skill needs Advanced critical thinking, communication, and forecasting skills What sets you apart: Experience in insurance and/or banking sectors Familiarity with call center and sales workforce dynamics Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle) Experience with design thinking and agile methodologies Expertise in integrating human and AI resource planning Compensation range: The salary range for this position is: $127,310.00 - $243,340.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

In this client-facing role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your planning experience to develop and deliver customized plans for high-net-worth clients and business owners. Existing estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required. Primary Duties and Responsibilities Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive wealth plans for high-net-worth clients with an emphasis on estate planning, wealth transfer, and business succession strategies. Design strategies based on the clients' goals and financial situation to inform and drive client decision making. Lead presentation of wealth plans to advisors and clients. Collaborate with clients' outside legal and tax advisors. Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately). Qualifications JD from an accredited program. Additional advanced degree or designations preferred, such as CFP, CPA, or LL.M. Minimum of 5 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors. Existing knowledge and willingness to deepen in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Experience working directly with high-net-worth clients in estate and business planning, as well as tax planning. FINRA Series 6 or 7 as well as state insurance license within the first 6 months of hire. Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals. Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice. Proven ability to develop trusting relationships with financial advisors and be a team player. Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus. #li-Remote Compensation Range: Pay Range - Start: $114,450.00 Pay Range - End: $212,550.00 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Opportunity: USAA is seeking an Executive Director, P&C Data & Analytics Delivery who will be accountable for the strategy, design, delivery, maintenance, and support of all data and analytics capabilities and technical solutions for USAA's P&C insurance business, with a specific focus on Distribution, Sales, Agency, SBI, Innovation & Transformation priorities. This pivotal role demands close partnership with senior IT and Business executives within P&C and across the Association to drive innovation and achieve strategic objectives. Key responsibilities include strategic leadership, Agile delivery & execution, business acumen & partnerships, operational excellence. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX or Plano, TX. ***Relocation assistance is available for this position*** What You'll Do: Performs workload management and prioritization duties in support of operations for the functional area assigned. Applies subject-matter-expert functional knowledge to lead subordinate workers in producing work deliverables in support of departmental initiatives. Develops functional policies, procedures and guidelines. Identifies opportunities and facilitates major improvements to processes and systems. Ensures that the assigned application group develops processes and tools that contribute to the company business objectives. Ensures that all application processes developed internally or by external service providers are conducted in line with corporate social responsibility, environmental and technical policies and applicable standards and legislation. Oversees the assessment of the technical and business fitness of the application portfolio and their associated costs and risks In partnership with CTO, Infrastructure and IT Security, ensures that the organization's applications are effectively secured and that risks are mitigated and comply with legal and corporate privacy and confidentiality rules. Establishes management routines to ensure appropriate oversight of the organization's software development and maintenance activities. Serves as financial steward for the organization and manages relationships with major vendors and service providers to ensure they cost-effectively meet the needs of the organization. Evaluates and selects third party vendors to provide value added services. Facilitates the contracting process through the Third-Party Risk Management (TPRM) enterprise process. Responsible for contract company/service performance providing timely feedback to ensure the best value for USAA. Collaborates with CTO to ensure that solutions are consistent with technology standards. Works across IT and business partners to reduce technical debt. Collaborates with other leaders and/or stakeholders and develop an application development strategy that aligns with business strategy, adds value and is within budget constraints. Responsible for team's adherence to SDLC SDLC and applicable controls. Works to ensure teams have appropriate, development plans consistent with domain of expertise. Mentors across the technical community. Provides oversight to the engagement with the business DPO and ensures deliverables adhere to Agile practices/methodologies. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What You Have: Bachelor's degree in computer science, computer information systems or related field of study; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of experience of general IT management competencies. 4 years of people leadership experience in building, managing and/or developing high-performing teams required. Strong technical background of web-based application architecture, system and database architecture, security application integration and object-oriented languages in a large enterprise environment. Extensive experience in all stages of the software development life cycle: requirements gathering, design, development, testing, and implementation. Demonstrated ability to communicate technical information to a non-technical audience. Experience collaborating with key resources and stakeholders, influencing decisions and managing work to achieve strategic goals required. Demonstrated experience in vendor contract management and management of distributed development teams and resources. Demonstrated financial acumen involving budgets, forecasting, and executing on the budgets for applicable technology support function. Understanding of relevant industry frameworks, i.e. COBIT, ITIL, SAFe, etc. Understanding of Legislative and Regulatory Compliance Requirements. Experience overseeing the technology life cycle from requirements analysis, feasibility estimates, design, code, documentation, testing, implementation, and support. Technical knowledge and understanding of technical domains that reside within Infrastructure Services, Security, Data or Application Development. Experience conducting cost benefit analyses and leveraging results to drive technology support solutions. Demonstrated thought leadership in embedding intuitive story telling of technology support functions including concise presentation of complex technical details. Experience and ability to drive a culture of quality and personal accountability through technology support teams. What Sets You Apart: 6+ years of people leadership experience Strong working knowledge of the Property & Casualty Insurance business lifecycle Demonstrated expertise leading large data engineering teams, including accomplishments in both strategy and execution Proven experience in data & analytics delivery Significant experience leading large-scale data modernization initiatives Expertise in Guidewire, public cloud (especially AWS), Snowflake and DBT Compensation range: The salary range for this position is: $195,230 - $351,410. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Primary Duties & Responsibilities Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities. Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients. Research and analyze tax issues to assist NM advisors. Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners' estate and financial planning engagements. May assist in tax return reviews for tax preparation service line. Serve as a thought leader on income tax related topics. Qualifications: Bachelor's degree required. Active CPA license or JD required. Master's degree preferred Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company. Additional business or trust and estate tax experience is preferred. Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way. Experience in high-net-worth individuals Familiarity with income tax planning software and tools Strong interpersonal skills and demonstrated ability to work on a team #LI-Remote Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: Structure 115: 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.

SA07KE - AD, Relationship Mgr - SA07KE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is a Fortune 500 leader in employee benefits, recognized for our customer-centric approach, innovative solutions, and collaborative culture. We partner with some of the nation's largest employers to deliver comprehensive insurance and risk management solutions. Our Employee Benefits team is committed to driving business growth and delivering exceptional service to our clients. As Assistant Director, Relationship Management, you will lead a team of Relationship Managers (RMs) serving National Accounts. You'll drive strategy execution for client growth, renewals, and stewardship, while ensuring seamless cross-functional delivery and superior customer experiences. This is a highly visible leadership role with direct impact on The Hartford's largest and most complex clients. Key Responsibilities : + Lead and coach a team of Relationship Managers, fostering engagement, professional growth, and an inclusive environment. + Execute strategies that drive profitable growth, persistence, and exceptional customer experience across a portfolio of national accounts. + Oversee renewal readiness, stewardship, and performance guarantee delivery, ensuring all client commitments are met on time. + Orchestrate collaboration with underwriting, claims, billing, technology, and reporting teams to deliver integrated client solutions. + Serve as the initial escalation point for complex client and broker issues and drive timely, effective resolution. + Champion continuous improvement initiatives to enhance relationship management processes and best practices. + Ensure market-facing activation plans are met, supporting ongoing customer and enrollment strategies. + Track and report on team performance, upcoming renewals, escalated issues, and add-issue projections. + Ensure all direct reports maintain required licenses for their territories and support ongoing professional development. + Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s. Qualifications: + 5+ years of experience in group benefits account management, claims, or underwriting (employee benefits industry preferred). + Prior leadership experience preferred. + Strong financial acumen and understanding of employee benefits products and services. + Demonstrated ability to build and maintain marketplace relationships. + Effective communication skills with strength in writing, conflict resolution, and critical thinking. + Proven coaching and feedback abilities. + Experience collaborating across organizational lines to deliver results. + Commitment to responsive customer service and continuous improvement. + Willingness to travel within assigned territory and for select national events (up to 25%). + Required to hold or obtain licenses for all states with in-force cases for direct reports. This role is eligible for a competitive base salary of $60,000 plus an incentive compensation plan. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise . Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $120,000 - $180,000 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

SA07KE - AD, Relationship Mgr - SA07KE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is a Fortune 500 leader in employee benefits, recognized for our customer-centric approach, innovative solutions, and collaborative culture. We partner with some of the nation's largest employers to deliver comprehensive insurance and risk management solutions. Our Employee Benefits team is committed to driving business growth and delivering exceptional service to our clients. As Assistant Director, Relationship Management, you will lead a team of Relationship Managers (RMs) serving National Accounts. You'll drive strategy execution for client growth, renewals, and stewardship, while ensuring seamless cross-functional delivery and superior customer experiences. This is a highly visible leadership role with direct impact on The Hartford's largest and most complex clients. Key Responsibilities : + Lead and coach a team of Relationship Managers, fostering engagement, professional growth, and an inclusive environment. + Execute strategies that drive profitable growth, persistence, and exceptional customer experience across a portfolio of national accounts. + Oversee renewal readiness, stewardship, and performance guarantee delivery, ensuring all client commitments are met on time. + Orchestrate collaboration with underwriting, claims, billing, technology, and reporting teams to deliver integrated client solutions. + Serve as the initial escalation point for complex client and broker issues and drive timely, effective resolution. + Champion continuous improvement initiatives to enhance relationship management processes and best practices. + Ensure market-facing activation plans are met, supporting ongoing customer and enrollment strategies. + Track and report on team performance, upcoming renewals, escalated issues, and add-issue projections. + Ensure all direct reports maintain required licenses for their territories and support ongoing professional development. + Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s. Qualifications: + 5+ years of experience in group benefits account management, claims, or underwriting (employee benefits industry preferred). + Prior leadership experience preferred. + Strong financial acumen and understanding of employee benefits products and services. + Demonstrated ability to build and maintain marketplace relationships. + Effective communication skills with strength in writing, conflict resolution, and critical thinking. + Proven coaching and feedback abilities. + Experience collaborating across organizational lines to deliver results. + Commitment to responsive customer service and continuous improvement. + Willingness to travel within assigned territory and for select national events (up to 25%). + Required to hold or obtain licenses for all states with in-force cases for direct reports. This role is eligible for a competitive base salary of $60,000 plus an incentive compensation plan. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise . Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $120,000 - $180,000 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

What You'll Do We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. Other responsibilities will include: Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors). FINRA licensing required including SIE or equivalent, series 7 and 63 Significant public speaking is required Proficiency is extremely important Demonstrated product expertise and broad understanding of overall product portfolio required Knowledge of investment products and financial markets needed Travel required Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $100000 - $100000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Locations This is a remote position that is required to live within territory (Ohio) with a preference in Cincinnati or Columbus. Job Level Open to hiring at a Sr. Director for the right skills and experiences. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 1/12/2026 Most Recently Posted Date 1/12/2026 LinkedIn Hashtag #LI-BS1

**What You'll Do** We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. + May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. + Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors). + FINRA licensing required including SIE or equivalent, series 7 and 63 + Significant public speaking is required + Proficiency is extremely important + Demonstrated product expertise and broad understanding of overall product portfolio required + Knowledge of investment products and financial markets needed + Travel required **Salary Range Information** This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $100000 - $100000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Locations** This is a remote position that is required to live within territory (Ohio) with a preference in Cincinnati or Columbus. **Job Level** Open to hiring at a Sr. Director for the right skills and experiences. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/12/2026 **Most Recently Posted Date** 1/12/2026 LinkedIn Hashtag \#LI-BS1

AD Product Development - ED07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is looking for a talented, entrepreneurial, and collaborative Assistant Director - Personal Insurance Product Management to help build the future of The Hartford's Personal Lines Telematics offerings. The successful candidate will be a key part of the team responsible for evolving and developing new telematics offerings that grow our business by better meeting the needs of a more diverse segment of customers while continuing to support our existing customer demographic. This position will function within the Product team, working with the business teams and technology to develop and implement new capabilities, product offerings, and state-specific enhancements. Using a data-driven and iterative test-and-learn approach, this position will identify opportunities and deliver solutions to improve customer experience and optimize our product performance. If you thrive in a fast-paced team environment, have a passion for learning, and like to disrupt the status quo, then this role is a great fit for you. Responsibilities: Leverage data and analytics to inform strategic decision making and accelerate program growth by identifying performance trends, uncovering optimization opportunities, measuring outcomes against KPIs, and translating insights into actionable recommendations that drives positive business impact. Work closely with key stakeholders and partners, ensuring the successful definition and execution of go-to market and communications strategies for the newly developed products. Ensures ongoing consultation and collaboration with business partners to enhance customer experience. Collaborate with Product Development and IT teams to develop and implement new product offerings and capabilities that increase customer growth and retention. Build strong relationships with Product Managers and Pricing teammates to understand the nuances of unique state markets and develop creative solutions. Assists with filings for state insurance departments. Develops and maintains required manuals and materials in support of pricing and policy revisions for the product management team. Monitor program performance and produce clear, decision-oriented reporting for leadership (loss ratio, frequency/severity, mix, retention, rate adequacy, telematics/mileage metrics). Analyze large volumes of telematics data to identify trends, deviations translating insights into concise recommendations and prioritized roadmap items. Work with actuarial/pricing and product teams to validate telematics rate adequacy, support filings, and coordinate experiments to test pricing and segmentation hypotheses. Lead and coordinate cross functional initiatives to implement product changes; build workplans, align stakeholders, manage timelines, and track outcomes to ensure measurable impact on profitability and growth. Maintain competitive market/industry intelligence to inform product positioning. Qualifications 7 years of P&C insurance experience is required. Prior experience in Personal Insurance with an insurance carrier and Auto Telematics is a plus. Ability to research and analyze competitor filings and evaluate regulatory and compliance requirements. A strong understanding of Personal Lines insurance products, coverages, and distribution channels including Direct and Agency. Experience in a product development environment utilizing Agile tools (Jira, Kanban, Scrum) is a plus. Demonstrated ability to synthesize various data to produce recommendations and actions. Familiarity with data and database procedures such as ThoughtSpot Strong Excel skills required. Knowledge of SQL, SAS and Snowflake beneficial. Strong presentation, storytelling, and executive communication skills. Ability to create concise but powerful content and visuals to influence a range of audiences. Demonstrated experience challenging the status quo and broadly influencing key stakeholders to drive change and innovation. Ability to make evidence-based decisions quickly with imperfect information. Location: This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $107,600 - $161,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

AD Product Development - ED07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford's Personal Insurance business provides automobile, homeowners and personal umbrella coverages to individuals across the United States. The business includes The AARP Automobile and Homeowners Insurance Program serving more than 37 million members The Associate Director of Product Management will be a key member of the Countrywide Auto Product team within Personal Insurance. This person is responsible for converting complex insurance data, market trends, and competitive insights into clear, visually compelling presentations that inform and influence strategic decisions. This role combines deep expertise in insurance products and industry dynamics with advanced analytical skills to interpret large datasets from multiple sources. The ideal candidate will excel at synthesizing technical information into executive-level storytelling and delivering impactful, data-driven visuals tailored for senior leadership and diverse audiences. Responsibilities: Synthesis and translate complex data into clear, concise executive summaries and strategic recommendations for leadership. Ensures ongoing consultation and collaboration with internal business partners to keep the customer at the center of everything. Develop compelling, visually engaging presentations and reports tailored for senior executives, cross-functional teams, and other stakeholders. Present complex data, insights, and recommendations effectively via different methods of storytelling to audiences with varying levels of technical expertise to influence decision-making. Serve as a subject matter expert on personal lines insurance products, while using advanced analytics and visualization tools to create dashboards and graphics that highlight key insights. Aggregate, analyze, and leverage vast datasets from multiple sources (internal performance data, market trends, third-party reports, competitor offerings, regulatory changes) to identify profitability and growth opportunities, customer behavior patterns, and emerging risks. Partner with actuarial, underwriting, marketing, and operations teams to drive strategic decision to enhance growth of the business. Lead cross functional teams with significant partnership include State Product Management, Agency and Direct Distribution Channel and Marketing, Claims, Legal, Compliance, Operations including Billing Ops, IT, DS and Strategy. Qualifications: 7+ years of prior relevant work experience, insurance experience; a strong understanding of Personal Lines insurance products, coverages, and distribution channels including Direct and Agency is required Demonstrated ability to synthesize various data to produce recommendations and actions. Strong presentation, storytelling, and executive communication skills. Ability to create concise but powerful content and visuals to influence a range of audiences. Demonstrated experience challenging the status quo and broadly influencing key stakeholders to drive change and innovation. Demonstrated usage of Microsoft Office products, including Excel and PowerPoint. Strong Excel and PowerPoint skills required. Ability to independently lead cross functional teams. This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $107,600 - $161,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

AD Product Development - ED07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford's Personal Insurance business provides automobile, homeowners and personal umbrella coverages to individuals across the United States. The business includes The AARP Automobile and Homeowners Insurance Program serving more than 37 million members The Associate Director of Product Management will be a key member of the Countrywide Auto Product team within Personal Insurance. This person is responsible for converting complex insurance data, market trends, and competitive insights into clear, visually compelling presentations that inform and influence strategic decisions. This role combines deep expertise in insurance products and industry dynamics with advanced analytical skills to interpret large datasets from multiple sources. The ideal candidate will excel at synthesizing technical information into executive-level storytelling and delivering impactful, data-driven visuals tailored for senior leadership and diverse audiences. Responsibilities: + Synthesis and translate complex data into clear, concise executive summaries and strategic recommendations for leadership. + Ensures ongoing consultation and collaboration with internal business partners to keep the customer at the center of everything. + Develop compelling, visually engaging presentations and reports tailored for senior executives, cross-functional teams, and other stakeholders. + Present complex data, insights, and recommendations effectively via different methods of storytelling to audiences with varying levels of technical expertise to influence decision-making. + Serve as a subject matter expert on personal lines insurance products, while using advanced analytics and visualization tools to create dashboards and graphics that highlight key insights. + Aggregate, analyze, and leverage vast datasets from multiple sources (internal performance data, market trends, third-party reports, competitor offerings, regulatory changes) to identify profitability and growth opportunities, customer behavior patterns, and emerging risks. + Partner with actuarial, underwriting, marketing, and operations teams to drive strategic decision to enhance growth of the business. + Lead cross functional teams with significant partnership include State Product Management, Agency and Direct Distribution Channel and Marketing, Claims, Legal, Compliance, Operations including Billing Ops, IT, DS and Strategy. Qualifications: + 7+ years of prior relevant work experience, insurance experience; a strong understanding of Personal Lines insurance products, coverages, and distribution channels including Direct and Agency is required + Demonstrated ability to synthesize various data to produce recommendations and actions. + Strong presentation, storytelling, and executive communication skills. Ability to create concise but powerful content and visuals to influence a range of audiences. + Demonstrated experience challenging the status quo and broadly influencing key stakeholders to drive change and innovation. + Demonstrated usage of Microsoft Office products, including Excel and PowerPoint. + Strong Excel and PowerPoint skills required. + Ability to independently lead cross functional teams. This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $107,600 - $161,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

AD Product Development - ED07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is looking for a talented, entrepreneurial, and collaborative Assistant Director - Personal Insurance Product Management to help build the future of The Hartford's Personal Lines Telematics offerings. The successful candidate will be a key part of the team responsible for evolving and developing new telematics offerings that grow our business by better meeting the needs of a more diverse segment of customers while continuing to support our existing customer demographic. This position will function within the Product team, working with the business teams and technology to develop and implement new capabilities, product offerings, and state-specific enhancements. Using a data-driven and iterative test-and-learn approach, this position will identify opportunities and deliver solutions to improve customer experience and optimize our product performance. If you thrive in a fast-paced team environment, have a passion for learning, and like to disrupt the status quo, then this role is a great fit for you. Responsibilities: + Leverage data and analytics to inform strategic decision making and accelerate program growth by identifying performance trends, uncovering optimization opportunities, measuring outcomes against KPIs, and translating insights into actionable recommendations that drives positive business impact. + Work closely with key stakeholders and partners, ensuring the successful definition and execution of go-to market and communications strategies for the newly developed products. + Ensures ongoing consultation and collaboration with business partners to enhance customer experience. + Collaborate with Product Development and IT teams to develop and implement new product offerings and capabilities that increase customer growth and retention. + Build strong relationships with Product Managers and Pricing teammates to understand the nuances of unique state markets and develop creative solutions. + Assists with filings for state insurance departments. Develops and maintains required manuals and materials in support of pricing and policy revisions for the product management team. + Monitor program performance and produce clear, decision-oriented reporting for leadership (loss ratio, frequency/severity, mix, retention, rate adequacy, telematics/mileage metrics). + Analyze large volumes of telematics data to identify trends, deviations translating insights into concise recommendations and prioritized roadmap items. + Work with actuarial/pricing and product teams to validate telematics rate adequacy, support filings, and coordinate experiments to test pricing and segmentation hypotheses. + Lead and coordinate cross functional initiatives to implement product changes; build workplans, align stakeholders, manage timelines, and track outcomes to ensure measurable impact on profitability and growth. + Maintain competitive market/industry intelligence to inform product positioning. Qualifications + 7 years of P&C insurance experience is required. + Prior experience in Personal Insurance with an insurance carrier and Auto Telematics is a plus. + Ability to research and analyze competitor filings and evaluate regulatory and compliance requirements. + A strong understanding of Personal Lines insurance products, coverages, and distribution channels including Direct and Agency. + Experience in a product development environment utilizing Agile tools (Jira, Kanban, Scrum) is a plus. + Demonstrated ability to synthesize various data to produce recommendations and actions. + Familiarity with data and database procedures such as ThoughtSpot + Strong Excel skills required. Knowledge of SQL, SAS and Snowflake beneficial. + Strong presentation, storytelling, and executive communication skills. Ability to create concise but powerful content and visuals to influence a range of audiences. + Demonstrated experience challenging the status quo and broadly influencing key stakeholders to drive change and innovation. Ability to make evidence-based decisions quickly with imperfect information. Location: This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $107,600 - $161,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

What You'll Do We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. Other responsibilities will include: Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors). FINRA licensing required including SIE or equivalent, series 7 and 63 Significant public speaking is required Proficiency is extremely important Demonstrated product expertise and broad understanding of overall product portfolio required Knowledge of investment products and financial markets needed Travel required Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $100000 - $100000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Locations This is a remote position that is required to live within territory (Ohio) with a preference in Cincinnati or Columbus. Job Level Open to hiring at a Sr. Director for the right skills and experiences. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 1/12/2026 Most Recently Posted Date 1/12/2026 LinkedIn Hashtag #LI-BS1

**What You'll Do** We have an opportunity to drive sales activities for Principal Asset Management throughout Ohio. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and implement sales plans, activity reports and rotation schedules with a focus on growing market share. + May provide input on marketing, product development, shareholder/broker communications and integration of campaigns with broker dealers and fund wholesaling teams. + Highest level of integrity and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job for you! Apply today! *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree or equivalent required and 4+ years related industry experience with at least two of those years sales specific (sales, investment products, capital markets, partnering with advisors). + FINRA licensing required including SIE or equivalent, series 7 and 63 + Significant public speaking is required + Proficiency is extremely important + Demonstrated product expertise and broad understanding of overall product portfolio required + Knowledge of investment products and financial markets needed + Travel required **Salary Range Information** This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $100000 - $100000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Locations** This is a remote position that is required to live within territory (Ohio) with a preference in Cincinnati or Columbus. **Job Level** Open to hiring at a Sr. Director for the right skills and experiences. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/12/2026 **Most Recently Posted Date** 1/12/2026 LinkedIn Hashtag \#LI-BS1

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience Responsible for interviewing and onboarding top talent Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: 4+ years previous call-center experience or equivalent required in a technical or customer service field Previous Service Desk Experience Experience with Microsoft Office products, Windows 10, and general office computing tools required Passion for providing feedback & coaching Excellent written and oral communication skills Excellent time management skills Excellent Problem-Solving Skills Experience with Microsoft Office Products, Windows 10, and general office computing tools WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).