Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.
Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential.
Job Description
As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be off shored or outsourced. At Capital Financial Group, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
RESPONSIBILITIES
• Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
JOB REQUIREMENTS
• Strong interpersonal skills and customer service focus • Market development/networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • BA, BS, and/or graduate degree or equivalent work experience required
Additional Information
CHARACTERISTICS WE LOOK FOR
We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate
$31k-47k yearly est. 60d+ ago
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Market Growth Director - Talent & Advisor Development
Thrivent 4.4
Nashville, TN job
A financial services firm is seeking a Market Director in Nashville, Tennessee. This role involves driving growth through advisor teams, recruiting and developing talent, and strengthening local market relationships. The ideal candidate will have over 5 years of experience in the financial industry, a strong track record in business development, and proficiency with Salesforce and financial planning tools. Competitive compensation includes a base salary along with bonuses and comprehensive benefits.
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$92k-114k yearly est. 6d ago
Service Advocate
Northwestern Mutual 4.5
Franklin, TN job
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and
in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
What you'll do:
A point-of-contact and technical expert for their assigned financial representatives. Is responsible for expediting special handling cases, negotiating resolutions, providing proactive field case work consultation, and helping to educate/train financial reps and their staff. This position is a cross-functional role empowered to marshal organizational resources to resolve troublesome service issues and identify root causes to improve the field customer experience while balancing the financial and strategic goals of the company.
How you'll do it:
* Demonstrated understanding of product and servicing needs of assigned network offices.
* Understands the importance of our home office - field relationship and strengthens these partnerships through a shared vision of delivering a remarkable experience for our clients.
* Responsible for building strong relationships with clients', field force and internal business partners through trust, mutual respect and teamwork.
* Adept at de-escalating volatile concerns and reestablishing confidence in our brand promise.
* Possesses exceptional internal communication and coordination skills. Works closely with the internal business to identify and detail our clients' concerns and/or expectations and collaborates with them to provide exceptional service.
* Accountable for managing all concerns assigned from our clients and network offices - from initial contact through final resolution.
* Informs applicable stakeholders on resolution progress and coordinates communication to all involved parties.
* Collaborates with internal partners to track, trend and perform root cause analysis around elevated product or service-related concerns.
* Leverages data analytics to identify obstacles and continually improve operations and the field/client experience.
* Strong understanding of our business priorities and ability to identify technology that will improve or enhance our network office, home office and client experience.
* Serves as a liaison between the home office and network offices to facilitate the implementation and adoption of new information and/or technology.
* Serves as a leader, coach, mentor and role model to front-line employees, peers and internal/external business partners.
* Drives for results and goal attainment; ensures team members provide appropriate solutions to meet the needs of both our clients and field force.
Bring Your Best! What this role needs:
* Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
* Minimum of four years of insurance field and client operations servicing experience, Northwestern Mutual (or) similar environment highly preferred.
* Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
* Strong customer service skills and technical knowledge of the operational aspects.
* Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to find solutions. Deals well with ambiguity.
* Ability to influence without authority.
* Demonstrated ability to negotiate skillfully in difficult situations with both internal and external stakeholders.
* Demonstrated problem solving through analytical ability, judgment, and decision-making skills. Focuses on the best interest of the customer while complying with all relevant laws, regulations, and policies.
* Demonstrated interpersonal, leadership, and verbal and written communication skills.
Skills You Have (NM Behaviors)
* Escalation Management
* Field Relations
* Adaptative Communication
* Root Cause analysis & Decision Quality.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$52,220.00
Pay Range - End:
$96,980.00
Geographic Specific Pay Structure:
Structure 110:
$57,470.00 USD - $106,730.00 USD
Structure 115:
$60,060.00 USD - $111,540.00 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.
$36k-43k yearly est. Auto-Apply 9d ago
Market Director
Thrivent Financial 4.4
Nashville, TN job
Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.Engage all matrix partners to leverage their expertise and skills for business processes and systems. Work with the Community Engagement team and others to develop and implement advisor growth plans. **QUALIFICATIONS & SKILLS:** Experience hiring financial advisor on teams.Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
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$77k-97k yearly est. 6d ago
Building Auto Systems Technician Team Ld
Northwestern Mutual 4.5
Franklin, TN job
This job is part of a group of jobs considered essential services. All essential services employees are expected to make every reasonable effort possible to report for work or remain working their shift, even during inclement weather conditions and emergency situations.
Primary Duties and Responsibilities
* Under the general direction of the Manager of Facility Services, plans, coordinates, schedules, assigns and monitors progress of all work performed by internal staff and external vendors and other trades for the installation, revision and maintenance of building automation equipment.
* Prepares work schedules and manages special project/over-time assignments and PTO exceptions to ensure adequate coverage for all shifts and reviews time reporting to verify schedule adherence.
* Responsible to oversee routine life safety inspections and for directing the annual campus Life Safety System tests. Oversees automation preventative maintenance program to ensure proper practices and overall schedules are met.
* Assists with establishing, implementing and overseeing workgroup processes, procedures, system logs, schedules and other documentation necessary to fulfill the team's operational obligations.
* Works with the team to identify, investigate, implement and validate continuous improvement efforts that result in improved operating efficiency and/or lower operating costs.
* Responsible for scheduling and supervising service contractors and expediting progress and completion of projects. Interacts with service vendors to obtain project bids, oversee work performed, track costs and address issues to ensure contractual obligations are fulfilled.
* Provides consultation to BCP, works with Facility Program Management Specialist/Master Electrician building projects and other departments on automation-related issues, including documenting current conditions, researching potential alternatives and recommending solutions.
* Works with Safety Program Coordinator to investigate and resolve any building or safety code situations. Serves as primary contact for any critical automation incidents and escalates to manager or division assistant director, as necessary.
* Serves as a resource to the Relocation Team to assess impact and coordinate completion of relocation-related building automation system activity.
* As a member of the Emergency Response Team, assists with routine medical situations, building evacuations and monitoring of severe weather conditions to assure the safety of employees and visitors.
* Assists in the training new employees and assigning of jobs or work requests to other peers.
* Assists with various activities such as flag/banner installations, animal abatement, etc.
* Maintains prints and documentation relating to all building automation-related systems and Business Resumption Plans.
* Ensures, proper inventory levels of parts, tools, and materials. Researches catalogs, Internet, and vendors for parts and supplies necessary for repairs and new installations.
* Completes requisition forms for parts, tools, and materials necessary for preventative and emergency maintenance.
* Maintenance, Troubleshooting, Repair and Testing Automation, Security and Life-safety Systems.
* Responsible for the maintenance of the building automation system in respect to the ongoing needs of the organization.
* Performs ongoing preventive maintenance of the automation systems, life safety systems, security systems and surveillance systems.
* Maintains Building Automation System's LAN network, including but not limited to work stations, networking cables, servers and access points.
* Tests these systems for proper operation, analyzes test results and makes appropriate adjustments, modifications or replacement of electronic or electromechanical and related hardware as required.
* Uses technical and working knowledge of electricity, electronics and software programming to troubleshoot and repair the above-mentioned systems.
* Assists in the planning sequence and/or method in which the electronic maintenance and repair is completed.
* Responsible for ordering electronic equipment and maintaining an inventory of parts.
* Instrumental in development of related databases and the importing/exporting of data to other company software systems.
* Installation of Automation, Security and Life Safety Systems.
* Creates changes, reevaluates programming language for building automation system and other equipment utilizing software.
* Maintains complete and current documentation for all changes to the systems and informs the system's users of changes and how they affect daily operations. Maintains software back up of automated building system processors. Recommends system enhancements and expedites their implementation. Programs automation systems to fulfill the operational needs of the facility staff and assists them in understanding programming options.
* Installs electronic equipment and associated hardware in accordance with various codes such as National Safety Code, NFPA Joint Industrial Conference standards, NICET and National, State and Local electrical codes. Designs, builds and installs control circuits used to enhance existing security, surveillance, life safety, HVAC and automation systems. Serves as a resource to building services and security staff in the operations of said equipment. Performs maintenance and installation on other electronic equipment i.e. two-way radios and digital recording systems. Creates updates and builds schematics and wiring diagrams as required. Disables and removes obsolete electronic equipment and support wiring.
Qualifications
* Associates Degree in Electronics with five or more years of experience with installation, programming and maintenance of building automation systems (preferably Honeywell EBI or Johnson Controls Metasys) or an equivalent combination of education and experience required.
* NICET Certification in Fire Alarm Systems Level 1 required; Level 2 preferred and required to be obtained within 2 years of employment.
* Ability to read and understand blueprints, control and schematic drawings, updating them as appropriate.
* Possess a strong working knowledge of relevant state and local building codes and industry standards.
* Knowledge of work related OSHA (Occupational Safety and Health Act) regulations including MSDS (Material Safety Data Sheets) and Confined Space Entry desirable.
* Trained in the proper handling and use of hazardous or corrosive chemicals used in battery systems.
* OSHA 10 General Industry Certification may be required and motorized lift certification must be obtained within 1 year of employment.
* Member of the Emergency Response Team (ERT), must maintain CPR/1st Aid/AED (defibrillator) certification; may be obtained within first 6 months on the job.
* Must have a working knowledge of a PC and be able to demonstrate proficiency in common PC functions and applications, such as Microsoft Office including Word, Excel, PowerPoint and Outlook as well as Internet Explorer.
* Strong customer focus, initiative, accuracy and problem solving skills; effective organizational and written/verbal communication skills along with the ability to work independently, direct and oversee the work of others, serve as part of a team and to adapt to changing priorities and meet required timeframes; a proven track record of consistently good attendance.
* Possess demonstrated leadership experience.
* Previous foreman, team lead or manager experience preferred.
* Must be able to regularly work overtime and weekends when required and will be placed on the calling tree for emergency call in
Candidates must successfully complete and pass any required testing.
Compensation Range:
Pay Range - Start:
$33.74
Pay Range - End:
$50.61
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.
$33.7 hourly Auto-Apply 33d ago
Administrative Assistant
Ameriprise Financial 4.5
Nashville, TN job
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$31k-39k yearly est. 22h ago
Operational Excellence Consultant
Northwestern Mutual 4.5
Franklin, TN job
Hybrid requirement: Onsite in Franklin, WI Monday, Tuesday, and Wednesday Develop, identify, analyze, and improve existing business processes to improve product/service quality, increase efficiencies, reduce costs or waste, decrease errors or delays, and increase customer satisfaction. Gather business requirements and develop process maps and gap analysis to identify, recommend, and independently implement opportunities for improvement to meet business goals and objectives. Deliver superior business performance by relentlessly pursuing process excellence on behalf of our employees, field, and clients. Architect experiences using business process management to design, analyze, implement, and control processes.
Primary Duties & Responsibilities
Drive Business Performance
* Measure, analyze, and evaluate existing processes, collect data to identify root causes, perform cost benefit analysis, and identify improvement opportunities.
* Identify, implement, and maintain an effective process measurement system and define data collection plans (what data is, where it comes from) for each measure.
* Conduct current state process interviews and subject matter expert job shadows.
* Document processes according to Business Process Mapping standards.
* Develop, recommend, and independently implement solutions for process improvement, system enhancement, and operations efficiency that are aligned with business priorities.
* Develop, recommend, and independently implement methods to monitor and control redesigned processes and identify when processes begin degrading.
* Design, guide, and promote process architecture that aligns with business priorities.
* Promote and share best practices on process improvement activities across the organization.
* Research process improvement tools, techniques, and technology to determine potential impact and opportunities to provide additional value to the organization.
* Use documented processes to write detailed procedures that guide the user through the transaction
* Demonstrate highly empathetic, customer-centric service while aiding others in their learning and execution of transformational activities. Customer may include the field.
* Guide improvement initiatives and mindsets for business partners with solid emotional intelligence and political acumen.
* Collaborate with business leaders, technology, and other stakeholders to connect process architecture roadmap with operational decisions.
* Recognize opportunities to connect processes across journeys
Subject Matter Expertise
* Provide subject matter expertise in process improvement to product, operations, and/or technology teams in collaboration with other disciplines.
Leadership
* Coordinate and facilitate cross-functional project teams.
* Build commitment and understanding required to accomplish the improvement goals for the organization.
* Lead others through ambiguity with confidence and engagement.
Talent Development
* Proactively coach, develop, and train leaders and staff on principles, behaviors, methods, and tools to promote and sustain cultural transformation.
* Mentor others with less experience to grow their capabilities, knowledge, and skills.
Qualifications
* Bachelor's degree or an equivalent.
* Minimum of 5 years of project management, manager, team lead, or business consultant experience in technology and/or business functions.
* Minimum Lean or Six Sigma Black Belt Certification (Lean or Six Sigma Master Black Belt experience preferred)
* Ability to communicate at various levels of the organization to increase engagement and understanding of process improvement processes, goals and benefits.
* Strong project management skills with the ability to lead or manage highly complex projects involving multiple stakeholders, process improvements, communications and difficult change management.
* Superior oral and written communications skills with the proven ability to build relationships and successfully negotiate issues with the home office and field.
* Demonstrated high level of organization and follow through with the ability to effectively identify and independently establish priorities and meet deadlines on multiple assignments with high quality results.
* Demonstrated experience with utilizing various systems to collect and analyze data.
* Previous Facilitator and Coaching experiences where problem solving, process development, and/or behavior change methods and tools have been demonstrated.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 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.
$76.7k-163.7k yearly Auto-Apply 39d ago
Senior Software Engineer
American Express 4.8
Nashville, TN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**About the Role**
This role is part of the Commercial Loyalty engineering team, responsible for building and operating backend platforms that power loyalty, benefits, and partner experiences for Commercial customers. As a Software Engineer II, you will be a strong backend-focused individual contributor who designs, builds, and maintains reliable, scalable services and data systems.
You will work closely with senior engineers, engineering managers, product partners, and cross-functional teams, contributing to core platform capabilities while continuing to grow your technical depth and mentorship impact.
**Key Responsibilities**
+ Design, develop, test, deploy, and maintain **backend and server-side systems** , with a focus on scalability, reliability, and data integrity.
+ Build and evolve **API-driven services** , including RESTful and service-oriented architectures, that support Commercial Loyalty use cases and integrations.
+ Contribute to the design and implementation of **transactional and analytical data systems** , ensuring correctness, performance, and scalability.
+ Work with **batch and streaming data pipelines** to support data ingestion, processing, and downstream consumption across the Loyalty platform.
+ Apply sound **data architecture and platform design** principles to support long-term maintainability and extensibility.
+ Ensure **data quality** through validation, testing, monitoring, and thoughtful schema and contract design.
+ Participate in technical design discussions, contributing ideas and helping evaluate tradeoffs related to system design, APIs, and data flows.
+ Write clean, maintainable, well-tested code that adheres to established technical standards and best practices.
+ Contribute to and improve **automated testing strategies** , including unit, integration, and service-level tests, to ensure high confidence in changes.
+ Review code for accuracy, quality, and maintainability, providing constructive feedback and helping raise overall code quality.
+ Support **observability and monitoring** for backend and data systems, helping teams detect, diagnose, and resolve issues effectively.
+ Provide **technical mentorship** to junior engineers through code reviews, pairing, and knowledge sharing, fostering engineering excellence and continuous learning.
+ Collaborate closely with product managers, business partners, and cross-functional teams to translate requirements into robust technical solutions.
+ Participate in Agile development practices such as sprint planning, stand-ups, demos, and retrospectives.
**Education and Knowledge**
+ Bachelor's degree in Computer Science, Computer Engineering, or comparable experience; advanced degree preferred.
+ Knowledge of distributed (multi-tiered) systems, algorithms, relational databases, and NoSQL technologies.
+ Familiarity with backend frameworks, data stores, and messaging systems used to build and operate enterprise platforms.
+ Understanding of tools and practices used to plan, design, build, test, deploy, and monitor backend applications and data systems.
**Work Experience and Qualifications**
+ Professional experience in software engineering or a related role, with emphasis on **backend or server-side development** .
+ Experience designing and implementing APIs (REST and/or SOA-style services).
+ Experience working with **transactional and analytical data systems** , including relational and NoSQL databases.
+ Experience with **batch and/or streaming data processing** systems.
+ Experience with automated testing practices and test strategies for backend services.
+ Experience applying code quality, maintainability, and technical standards in a team environment.
+ Experience working in Agile software development environments (Scrum and/or Kanban).
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technology
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26000229
$123k-215.3k yearly 2d ago
Credit Union Controller
Northwestern Mutual 4.5
Franklin, TN job
About the Job: Oversees the financial reporting and accounting areas of Northwestern Mutual Credit Union. Serve as a primary liaison with regulatory examiners and external auditors. Oversee the asset/liability management function while contributing to the liquidity management of the Credit Union. Has significant input to policy, procedure, and strategic direction of the organization. Develop, review, recommend and implement financial policies and procedures.
What You'll Do:
* Responsible for timely and accurate preparation of the Northwestern Mutual Credit Union financial statements in accordance with Generally Accepted Accounting Principles.
* Prepares and reviews bank and general ledger account reconciliations ensuring that reconciling items are researched and resolved.
* Prepares monthly reports for the credit union's board of directors.
* Develops and maintains written accounting procedures for all credit union products and services.
* Manages the auditing and regulatory examination function of the credit union.
* Manages all credit union tax reporting and quarterly regulatory reporting.
* Develops appropriate internal controls that will ensure accuracy in credit union operations and deter fraud. Provides training to other credit union employees and monitors adherence to those controls
* Plays a key role in the credit union's investment and liquidity management functions according to policy. Analyzes potential investments based on credit union investment policy.
* Plays a key role in assessing concentration risk, liquidity risk, and cash flow projections. Ensures adequate liquidity for typical loan demand and deposit withdrawals and conducts annual tests of contingent liquidity sources.
* Manages the credit union's Asset/Liability Management (ALM) function, providing accurate input and analyzing output for accuracy, risks, and trends. Consults with ALM vendor requesting projections using various what-if assumptions. Works in conjunction with the President and Asset Liability Committee (ALCO) Chair to set agendas, run meetings and maintain meeting minutes. Reports results and recommendations to management and the board of directors. Oversees the back testing and validation of the ALM model and assumptions as needed.
* Plays a key role in the budgeting function of the credit union, providing historical information and projections under various assumptions to management and the board of directors.
* Manages vendor relationships and performs annual analysis on them.
What You'll Bring to the Role:
* Bachelor's degree in accounting or finance.
* 5 - 7 years of previous accounting or finance experience in a financial institution; in lieu of financial institution experience, CPA or MBA will be considered.
* Demonstrated ability to work independently while prioritizing multiple tasks.
* Strong analytical, decision making and communication skills.
* Proficient user of Microsoft Office suite of products.
#LI-Onsite
Compensation Range:
Pay Range - Start:
$69,720.00
Pay Range - End:
$129,480.00
Geographic Specific Pay Structure:
Structure 110:
$76,720.00 USD - $142,480.00 USD
Structure 115:
$80,150.00 USD - $148,850.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats?
American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications.
**Responsibilities**
+ Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs).
+ Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations.
+ Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts.
+ Contribute to team projects, process improvement, and development of new capabilities.
+ Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement.
+ Assess and develop incident response best practices to help mature the overall security operations of the organization.
+ Make recommendations for improving enterprise risk posture based on individual research and technical expertise.
+ Stay current on industry trends, attack techniques, mitigation techniques, and security technologies.
+ Produce high-quality written and verbal reports, recommendations, and actions.
**Minimum Qualifications**
+ 1-3 years of experience in information security
+ Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc).
+ Experience with various network and/or host-based security tools to detect and respond to security events.
+ Experience with log analysis using SIEM/SOAR platforms.
+ Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments.
+ Theoretical and practical knowledge in Incident Response lifecycles
+ Strong analytical, documentation, and communication skills.
+ Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Security
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023610
$89.3k-150.3k yearly 4d ago
Investment Client Services Specialist - Top Advisor
Northwestern Mutual 4.5
Franklin, TN job
This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.
This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms.
* FINRA non-registered fingerprinted person
* WMC access person
Primary Duties & Responsibilities
* Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
* Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
* Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
* Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
* Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
* Assists team members as they work through complex case work or items beyond their knowledge base.
* Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
* May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
* Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
* Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.
Qualifications
* Bachelor's degree in Business or related field or equivalent industry experience.
* Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
* Demonstrated leadership and interpersonal skills
* Experience with building and cultivating relationships with advisors and field teams
* Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
* Strong interpersonal and written communication skills
* Demonstrated ability to positively influence and work cooperatively with employees at all levels
* Demonstrated ability to proactively react to change
* Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
* Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
* Strong business acumen and demonstrated ability to learn new business concepts and procedures.
* Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.
#LI-Hybrid
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$48,580.00
Pay Range - End:
$90,220.00
Geographic Specific Pay Structure:
Structure 110:
$53,410.00 USD - $99,190.00 USD
Structure 115:
$55,860.00 USD - $103,740.00 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.
$48.6k-103.7k yearly Auto-Apply 60d+ ago
Field Technology Solutions Consultant (Nashville)
Northwestern Mutual 4.5
Nashville, TN job
requires 100% onsite availability in Nashville, TN (37203) This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network office. Having a financial background is strongly preferred.
Summary:
The Field Technology Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
Primary Duties & Responsibilities:
* Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
* Assist advisors and teams in using Northwestern Mutual's technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
* Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
* Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
* Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
* Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
* Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
* Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
* Help prepare users for new technology deployments by assisting with training and communication of benefits.
* Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
* Travel may be required based on supported offices.
Qualifications:
* Bachelor's degree in business or related field, or equivalent experience.
* Minimum 2 years related experience including consultation experience working with professionals within financial services or similar industry.
* Experience coaching and training professionals.
* Ability to understand sales-focused software technology and its benefits.
* Ability to build and maintain relationships.
* Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
* Demonstrated ability to lead and facilitate groups of people.
#LI-Onsite
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$60,340.00
Pay Range - End:
$112,060.00
Geographic Specific Pay Structure:
Structure 110:
$66,360.00 USD - $123,240.00 USD
Structure 115:
$69,370.00 USD - $128,830.00 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.
$60.3k-128.8k yearly Auto-Apply 60d+ ago
Senior Manager-Payments Consulting- US Debit
American Express 4.8
Nashville, TN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
+ Advance adoption of Amex debit capabilities
+ Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit
+ Develop thorough documentation and operationally sustainable processes to ensure consistent results
+ Negotiate complex contracts with partners and customers
+ Create and expand relationships with key external debit partners
+ Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes
+ Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms
+ Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams
+ Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services
**Minimum Qualifications:**
+ Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer
+ Sound technical aptitude, analytical, and problem-solving skills
+ Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations
+ Experience negotiating complex contracts with partners and/or customers
+ Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners
+ Track record of leading through change, challenging the status quo, and leading and producing results with or without authority
+ Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner
+ Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail
+ Potential travel required within U.S. (~10%)
+ Bachelor's degree or equivalent industry experience required.
**Preferred Qualifications:**
+ Expansive and active network across payments industry.
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Network
**Primary Location:** United States
**Other Locations:** US-Arizona-Phoenix, US-New York-New York
**Schedule** Full-time
**Req ID:** 25021234
$103.8k-174.8k yearly 60d+ ago
Branch Office Administrator - Nashville, TN
Edward Jones Careers 4.5
Nashville, TN job
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
You can also expect…
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated…
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
$38k-49k yearly est. 3d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Nashville, TN job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 6d ago
Manager - Risk Management
American Express 4.8
Nashville, TN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.
**Responsibilities:**
+ Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch
+ Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts
+ Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off
+ Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance
+ Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics.
**Minimum Qualifications:**
+ Learning agility and rigor for using analysis to solve complex business problems
+ Deep understanding of card economics
+ Comfort and proven ability to drive results under tight timelines, often with limited information
+ Effective and succinct communication, adjusting style for channel and audience
+ Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies
+ Strong project management skills with ability to manage multiple competing priorities
+ Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required
**Preferred Qualifications:**
+ Expertise in credit risk management, consumer credit, and card/installment lending economics
+ Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior
+ Familiar and pays attention to external/industry development in the payments industry
+ Adaptability in a quickly changing environment
+ Advance degree in an analytical field is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25019902
$89.3k-150.3k yearly 60d+ ago
Client Manager - US Large Market
American Express 4.8
Nashville, TN job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
$89.3k-150.3k yearly 10d ago
Wealth Management Analyst
Morgan Stanley 4.6
Franklin, TN job
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.
DUTIES and RESPONSIBILITIES:
Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including:
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms
Business Development Support:
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
• 2+ years of work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to: • Business Service Officer
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.
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).
$65k-89k yearly est. Auto-Apply 48d ago
Business Resource Center, Advanced Planning Consultant
Guardian Life 4.4
Nashville, TN job
The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces.
Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients.
**You will**
Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by:
+ Preparing business valuations and model income and estate tax reductions strategies
+ Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns
+ Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses
+ Work closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space.
Additional Responsibilities Include:
+ Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales.
+ Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform.
+ Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them.
+ Demonstrate superior presentations skills in all areas of advanced planning.
+ Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets.
+ Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities.
+ Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer.
+ Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral.
**You have**
+ Juris Doctor (JD) law degree required
+ CPA preferred
+ CFP/CLU/ChFC preferred
+ Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers
+ Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies
+ Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE)
+ Superior verbal, written and presentations skills
+ Superior analytical and research skills
+ The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines
Leadership Qualities:
+ Analytical and Critical Thinking
+ Ability to positively influence
+ Adapt to change
+ Collaborate Well with Others
+ Customer Focus
+ Demonstrate Initiative and Proactivity
+ Accountable for Results
+ Information Seeking
+ Respect for Diversity
+ Self-Assurance
**Salary Range:**
$116,350.00 - $191,155.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
Visa Sponsorship:
Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.
$62k-93k yearly est. 60d+ ago
Building Automation Systems Technician - 2nd Shift
Northwestern Mutual 4.5
Franklin, TN job
What's the role? Reporting to the Manager of Facility Services, the Building Automation Systems (BAS) Technician's primary objective is to ensure the safety and security of personnel and property at Northwestern Mutual. Day-to-day responsibilities include testing, installing, maintaining, and repairing the electronic security, surveillance, automation, and life safety systems within the building complex. The BAS Technician writes and inputs programs for the building automation control systems and actively participates in special projects, from design to installation.
Your experience with fire alarm systems or controllers, technically savvy nature, effective problem-solving skills, and customer service mentality will be critical as you partner cross-departmentally and immerse yourself in a variety of areas and opportunities. We look forward to hearing about your motivation to contribute to a broader purpose with a team that encourages individual and professional development.
Primary Duties and Responsibilities:
* (40%) Performs ongoing preventive maintenance of the automation systems, BMCS (building management & control systems), life safety systems, security systems and surveillance systems. Maintains Building Automation System's LAN network, including but not limited to workstations, networking cables, servers and access points. Tests these systems for proper operation, diagnoses and analyzes test results and makes appropriate adjustments, modifications or replacement of electronic or electromechanical and related hardware as required. Uses technical and working knowledge of electricity, electronics and software programming to troubleshoot and repair the above-mentioned systems. Assists in the planning sequence and/or method in which the electronic maintenance and repair is completed. Responsible for ordering electronic equipment and maintaining an inventory of parts.
* (30%) Creates changes, reevaluates programming language for building automation system and other equipment using software. Maintains complete and current documentation for all changes to the systems and informs the system's users of changes and how they affect daily operations. Maintains software back up of automated building system processors. Recommends system enhancements and expedites their implementation. Programs automation systems to fulfill the operational needs of the facility staff and assists them in understanding programming options.
* (15%) Installs electronic equipment and associated hardware in accordance with various codes such as National Safety Code, NFPA Joint Industrial Conference standards, NICET and National, State and Local electrical codes. Designs, builds and installs control circuits used to enhance existing security, surveillance, life safety, HVAC and automation systems. Serves as a resource to building services and security staff in the operations of said equipment. Performs maintenance and installation on other electronic equipment i.e. two-way radios, fitness equipment and digital recording systems. Creates updates and builds schematics and wiring diagrams as required. Disables and removes obsolete electronic equipment and support wiring.
* (15%) Plays an integral role in the development and implementation of various building projects. Responsible for researching best practices while incorporating safety and regulatory issues involving building automation, life safety and security systems. Responsible for scheduling, collaboration and supervising service contractors and expediting progress and completion of projects. Responsible for the maintenance of the building automation database in respect to the ongoing needs of the organization. Instrumental in development of related databases and the importing/exporting of data to other company software systems.
Bring Your Best! What this role needs:
Requirements:
* Associate's degree in Electronics with 3+ years of proven experience with installation, programming and maintenance of building automation systems (preferably Honeywell and Johnson Controls) or an equivalent combination of education and experience required.
* Ability to read building blueprints and schematics, along with advanced knowledge of relevant state and local building codes and standards.
* Ability to work with minimal supervision and have a proven track record of effective independent decision-making.
* Excellent analytical, problem solving, and documentation skills.
* Strong customer focus, initiative, accuracy, and effective organizational and communication skills. Responsiveness to customer requests and effective communication.
* Proven ability to work independently or as part of a team and to adapt to changing priorities; a track record of consistently good attendance.
* Ability to work at heights, on ladders, scaffolding and lifts.
* Must be able to work overtime when required.
Technical Requirements:
* Working knowledge of the hardware and software components of a PC, as well as basic data networking concepts.
* Demonstrated proficiency in common PC functions and applications, such as Microsoft Windows file systems, Outlook, Office, Internet Explorer, etc.
Certification Requirements:
* Strongly Preferred: NICET Certification in Fire Alarm Systems Level 1 (required to be obtained within 1 year of employment)
* Preferred: NICET Certification in Fire Alarm Systems Level 2 (required to be obtained within 2 years of employment).
* Member of the Emergency Response Team (ERT) must maintain CPR/1st Aid/AED (defibrillator) certification; may be obtained within first 6 months on the job.
Physical Demands:
* Up to 66% of the day: Lift and transfer objects which weigh up to 20 pounds from floor to a 36 height (tools, manuals, computer monitors, small batteries).
* Maximum lift and carry of objects weighing up to 42 pounds from floor to waist height, for a distance of up to 300 feet (10-16-foot ladders).
* Stand and walk 34-66% of the day and sit 0-33% of the day.
* 0-33% of the day: Lift and transfer objects weighing 21-42 pounds from floor to a height of 36 and back to the floor (55amp batteries, TV monitors, ladders).
* 0-33% of the day: Push objects with up to 38 pounds of force for a distance of 20 feet over smooth hard surfaces (Inside lift). Pull objects with up to 52 pounds of force for a distance of 20 feet over smooth hard surfaces (Inside lift).
* 0-33% of the day: Maximum reach and lift of objects weighting up to 21 pounds from chest height to a height of 68 inches. (Remove and replace 12 V 25-amp batteries above shoulder height while standing on a ladder).
* Must be able to balance and walk quickly, climb stairs, ladders and inclines, as well as crawl, squat and kneel.
* Use one or both hands to lift, carry and manipulate small objects, and move trunk forward, backward, and side to side.
* Work involves driving, hearing, the ability to communicate.
* Work involves seeing, including peripheral vision and depth perception.
* Work involves the ability to discriminate colors.
Working Conditions:
* Work is inside and outside, with and around others. May also be required to work alone
* May be required to work in cramped workspaces up to 33% of the day
* Potential environmental hazards in the form of: Dust
* Physical hazard exposures include the potential for: Heat, Cold, Low-level noise (in the penthouse and around the air handling units)
* Mechanical/ergonomic hazard exposures include the potential for: Lifting, pulling, pushing and reaching; Awkward postures
* Biological Hazards: Potential for blood/body fluid exposure related to participation on the Emergency Response Team
#LI-Onsite
Candidates must successfully complete and pass any required testing.
Compensation Range:
Pay Range - Start:
$28.36
Pay Range - End:
$42.54
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.