Financial Services Professional
Massmutual Alabama job in Brentwood, TN
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
Administrative Assistant
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.
Director - Enterprise Sales Team
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.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales will be responsible for acquiring new-to-franchise T&E and supplier payment business across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
* Drive New Sales from prospective clients with annual revenue of $1B in primary and secondary markets
* Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions.
* Lead strategic selling in alignment with compliance and internal partner business requirements.
* Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements.
* Achieve New Sales CV Targets
* Execute a transactional sales cycle
* Sell core and supplier payments American Express solutions
* Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
* Advanced analytical skills to bring concepts to life through data
* Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
* Hunter mentality
* Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
* Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
* Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments.
* Extensive experience with complex sales planning and execution
* Strong financial acumen
* Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
* Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
* Exceptional thought leadership, strategic thinking skills and project management aptitude
* Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
* Strong collaboration and leadership skills
* Ability to travel as required
* Bachelor's Degree required; MBA preferred
* Must be able to work in a virtual environment
* Preference for candidates in Mountain West/Chicago, Ohio Valley, and Southeast (Florida/Georgia)
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) 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:** 25020691
Retirement Education Specialist (Nashville, TN)
Nashville, TN job
What You'll Do Do you have a passion for helping others achieve their financial goals and live their best lives? If so,our Plan Education & Advice Team has an exciting opportunity for you! We're looking for a Retirement Education Specialist to join our dynamic team.
In this role, you'll have the opportunity to make a meaningful impact, engaging with 5 million individuals through innovative technology and exceptional talent-just like you! Additional responsibilities include: Consult with the development and implementation of education plans that increase participation in the retirement plan.
Collaborate with the Plan Sponsor, Advisor and internal teams to provide appropriate education solutions.
Develop appropriate needs assessments that help retirement plan participants make informed decisions about their retirement savings and payout strategies.
Present workshops and one-on-one meetings for participants.
Principal Financial Group has been once again named one of the World's Most Ethical Companies by Ethisphere.
The company's inclusion in the 2025 list makes the 14th time Principal has been recognized for its ethical leadership and business practices since the Ethisphere list launched in 2006.
Who You Are Qualifications: Bachelor's degree or equivalent of 8 years of experience.
2+ years of experience or more in the financial services industry with experience in personal markets, retirement planning, and educating participants.
Ability to travel approximately 50% of the time with your own transportation, mostly day travel but there will be overnight travel, as well.
Licensing requirements: Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy.
The below licenses are required within 5 months of employment, however a licensed individual is preferred: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
Preference for FINRA Series 7 & 66.
Successful candidates will have the following: Excellent communication, presentation, analytical, and interpersonal skills.
Successful history of accomplishments in education, retirement sales, or a related field.
Ability to work both independently and collaboratively.
Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $57000 - $82000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes Location Primary territory will be around TN and KY with regional travel expectations.
When not meeting with clients, you will be able to work from home or in the office, whichever you prefer.
Job Level Open to hiring up to the Sr Retirement Education Specialist level for the right skills and experience.
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 9/12/2025 Most Recently Posted Date 11/19/2025 LinkedIn Hashtag #LI-BS1
Senior Salesforce Product Designer - eCRMs
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.
Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
The core of our company is not just the products we offer, but the personal connections our customers have with our brand. You can create digital experiences - from payments to rewards to servicing - that keep us connected to our customers and serve them at every touchpoint. From digital servicing and lifestyle features to secure, frictionless payment options, you can make a meaningful difference in our customers' lives and help set us apart in the industry.
The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are looking for a Senior Product Designer to develop the overall redesign of our CRM systems. Extensive knowledge of Salesforce design language will be critical to the success of this role.
Reporting to the Director, eCRMs Digital Product Management, the Senior Product Designer will be responsible for creating an AI-powered, user-centric experience that will be used by American Express Sales colleagues. This role will be pivotal in realizing our POA vision for CRM transformation by crafting compelling user interfaces and ensuring that key stakeholders are brought along throughout the multi-year initiative. The ideal candidate is a Salesforce Certified User Experience (UX) Designer and will enable consistent out-of-the box utilization of the Salesforce platform.
**Responsibilities:**
+ Partner with eCRMs Product and Engineering teams to define project requirements and create prototype interfaces for activities across the holistic Sales journey; effectively present design decisions and design strategy to partners and cross functional leadership.
+ Analyze user research, business insights, and other relevant data to determine user needs and requirements using human-centered design.
+ Create and maintain UI/UX resources such as content templates, samples, and guidelines to streamline the design process for designers and developers.
+ Proactively identify the right artifacts to create based on project needs and timeline
**Qualifications:**
+ Bachelor's Degree required with Masters degree in Computer Science, Engineering, Information Technology preferred.
+ Minimum of 5-7 years professional experience in Product Design or UX.
+ Salesforce Certified User Experience (UX) Designer.
+ Highly skilled in Salesforce design language and platform landscape.
+ Expert knowledge of Figma.
+ Excellent verbal and written communication skills. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must.
+ Knowledge of how-to problem-solve and design using core UX concepts.
+ History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity.
**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:** Product
**Primary Location:** United States
**Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta
**Schedule** Full-time
**Req ID:** 25021806
Building Automation Systems Technician - 2nd Shift
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:
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.
Auto-ApplyLong Term Disability Claims Case Manager I
Nashville, TN job
The Long Term Disability (LTD) Claims Case Manager is responsible for making accurate decisions on assigned claims through proactive case management according to the plan provisions, state and federal guidelines, and established protocols. This position consults with other team members, as well as, the Professional Resource Team to assist claimants with return to work efforts when the capability and opportunity exist.
The LTD Claims Case Manager can be located in multiple locations including Bethlehem, PA; Plano, TX; Holmdel, NJ or remote.
**You will**
This position utilizes problem solving, analytical, written and verbal communication skills to deliver timely and appropriate disability claim decisions while providing superior customer service to all internal and external customers. This position partners with coworkers to broaden and enhance their knowledge of complex claim handling.
The LTD Claims Case Manager administers claims within a variety of group sizes ranging from small (2+ lives) to large market (1000+ lives). This position is responsible for determining integrated income to ensure appropriate financial risk and accurate payments are made. The LTD Claims Case Manager is responsible for ensuring all plan provisions are met through the duration of the claim. The LTD Claims Case Manager consults with legal, investigative resources, and financial specialists.
A selected incumbent may be assigned to the Stable and Mature block as well.
**You have**
+ 4 year college degree preferred or equivalent work/education experience
+ Regulatory and Compliance experience a plus
**Functional Skills**
+ Excellent written and verbal communication skills
+ Ability to exercise independent & sound judgment in decision making
+ Ability to analyze evidence for discrepancies
+ Ability to conduct research using multiple techniques
+ Excellent time management & organizational skills
+ Multitasking with the ability to manage continually changing priorities and ability to prioritize work based on customer service needs and departmental regulations
+ Self-motivated & able to work independently
+ Ability to work collaboratively with multiple professional disciplines and with diverse populations
+ Basic computer skills & knowledge, including Microsoft office
+ Understanding of medical terminology and medical conditions helpful
**Leadership Behaviors**
+ Continuously strives to provide superior products and customer service
+ Expresses oneself in an open and honest manner
+ Demonstrates self-awareness and embraces feedback
+ Consult with the Professional Resource Team area to assess functionality and return to work potential by utilizing available resources
+ Perform and complete timely change in definition investigations by utilizing the Professional Resource Team and outside vendor assistance
+ Partner with the Short Term Disability team on large group claims for early interventions when claims are identified as having potential to transition to Long Term Disability in order to reduce potential risk exposure
**Salary Range:**
$41,880.00 - $62,820.00
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.
Operational Excellence Consultant
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.
Auto-ApplyInvestment Client Srvcs Rep (NRF)
Franklin, TN job
Primary Duties & Responsibilities * Client Service Excellence: Deliver a personalized and remarkable experience for our field/clients by answering their questions, providing servicing options, and helping them with their products or services. Be an advocate for positive change and maintain a continuous improvement mindset.
* Trade Execution & Analysis: Handle trade requests, ensuring accuracy and efficiency in the trading process across various financial instruments, including equities, mutual funds, ETFs, and fixed income securities. This also may include a focus on trade corrections.
* Trading Support: Provide expert support in the execution of trades, working closely within the team, across teams, and with strategic vendors to resolve issues, which may include trade error or margin/debit situations.
* Investment Expertise: Utilize knowledge of mutual funds, ETFs, equities, and fixed income products to assist in trade execution and portfolio management, ensuring alignment with client objectives
* Trade Monitoring & Reconciliation: Monitor trading activities throughout the day, ensuring timely and accurate processing.
* Problem Solving: Expertly handle a range of inquiries, from basic to complex, by researching and evaluating solutions, including handling escalations.
* Client Retention: Promote client retention and identify opportunities for the field to strengthen existing relationships.
* Contact Ownership: Take ownership of contacts from the field and other internal teams/departments, anticipate future issues, and minimize unnecessary hands-offs.
* De-escalation: Effectively manage and de-escalate challenging situations while guiding them through complex inquiries.
* Trusted Advocacy: Serve as a trusted advocate for Financial Representatives, collaborating with them to meet client needs.
* Technology Integration: Embrace new technology and promote self-service capabilities while understanding the risks and impacts of transactions. Leverage trading platforms and tools to streamline processes, improve accuracy, and enhance service delivery.
* Compliance & Regulatory Adherence: Ensure all trades comply with industry regulations and internal policies, maintaining high standards of confidentiality and data security.
Qualifications
* Education: Associate's degree in finance, business, or a related field, or equivalent combination of education and experience.
* Experience: Minimum of 2 years of customer service experience; desirable experience includes trade analysis or a related role within the financial services industry, focusing on trading, investments, and market operations.
* Knowledge: In-depth understanding of investment products, including mutual funds, ETFs, equities, fixed income and associated market dynamics.
* Skills: Strong analytical and problem-solving skills, excellent verbal and written communication, attention to detail and proficiency with trading platforms and financial software. Ability to multi-task and handle a high volume of work with accuracy.
* Organization: Strong organizational aptitude with the ability to prioritize tasks in a fast-paced environment.
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:
$21.35
Pay Range - End:
$32.02
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.
Auto-ApplyManager - Risk Management
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
Multi-Life Disability and Life Internal Wholesaler
Nashville, TN job
We are seeking a highly motivated and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler. As part of our dynamic sales team, you will play a crucial role in driving the growth of our multi-life disability and life insurance products. This position requires a deep understanding of the product, strong communication skills, critical thinking, and the ability to build and maintain relationships with financial advisors, brokers, and home office partners along with your external wholesalers.
**You will**
+ Develop an in-depth understanding of our MultiLife products, their features, and their competitive advantages.
+ Stay up to date with industry trends, regulations, and market conditions related to our client solutions.
+ Provide sales support to external wholesalers and financial advisors/brokers by assisting with product presentation preparation, and addressing inquiries related to MultiLife, Assist with sales strategies, case design, and proposal development.
+ Establish and cultivate strong relationships with financial advisors, brokers, and all key partners.
+ Act as a trusted resource by providing guidance, resolving issues, and delivering exceptional customer service.
+ Collaborate with internal teams, such as underwriting, our Business Resource Center, Operations, and Marketing, to ensure seamless communication and effective coordination.
+ Identify and prospect potential clients for multi-life solutions. Collaborate with external wholesalers to develop and implement strategic sales plans, targeting specific markets and segments. Sales Tracking and Reporting: Use our systems and other tools to track sales activities, manage quotes, and monitor the progress of sales campaigns.
+ Prepare regular reports and updates for management, highlighting sales performance, trends, and opportunities for improvement.
+ Work with MultiLife inforce account managers to help coordinate key renewal dates and marketplace delivery for our existing customers.
+ Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the client, and the external wholesaler as needed.
**You have**
+ Bachelor's degree required.
+ Minimum of 3 years of experience in the insurance industry, preferably in a sales or wholesaling role focused on disability insurance and or life insurance.
+ 2+ years of management experience
+ Strong knowledge of multi-life insurance products, underwriting guidelines, and industry regulations.
+ Excellent interpersonal and communication skills, with the ability to effectively serve our key partners, solve problems, and anticipate issues that may negatively impact our key partners and clients.
+ Proven track record of building and maintaining relationships with financial advisors, brokers, and key partners.
**Salary Range:**
$60,000 - $67,500
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.
Manager - Business Growth Enablement
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.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Overall responsibilities:**
+ Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients.
+ Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction.
+ Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented.
+ Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility.
+ Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs.
+ The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools.
+ The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success.
+ The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions.
+ The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions
**Qualifications:**
+ Strong track record of identifying and closing complex B2B deals with proven results
+ Effective communication skills taking a consultative approach to service, sell, entrench and drive success
+ Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions
+ Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals
+ Strong interpersonal skills to identify and share best practices
+ Experienced at leading and executing on sales strategies, presentations and subsequent negotiations
+ Strong financial and analytical skills
+ Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling
+ Proven as tenacious, focused and results-oriented
+ Must be able to work in a virtual environment
**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 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:** 25022862
Field Technology Solutions Consultant (Nashville)
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:
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.
Auto-ApplyManager - Top Advisor (S7/24)
Franklin, TN job
The Manager of the Top Advisor Team within Investment Client Services will lead a high-performing group dedicated to supporting the firm's most successful advisors. This role combines strategic leadership, operational excellence, and deep industry expertise to deliver exceptional service and drive advisor success.
Key Responsibilities:
Leadership & Team Development
* Lead and develop a team of professionals, including staffing, mentoring, performance management, and succession planning.
* Foster a culture of accountability, collaboration, and continuous improvement.
Strategic Oversight & Operational Excellence
* Define team purpose, clarify roles, set milestones, and establish success measures.
* Drive innovation and scalability while ensuring compliance with regulatory and program guidelines.
* Translate regulatory and program changes into actionable steps to minimize risk and operational disruption.
Service Delivery & Risk Management
* Ensure high-quality, cost-effective service delivery by managing operating plans, budgets, and service-level goals.
* Oversee complex escalations related to staff, cases, processes, and systems from both home office and field operations.
* Conduct timely quality reviews and audits to maintain compliance and mitigate risk.
Collaboration & Relationship Management
* Partner closely with financial advisors and staff to resolve complex cases and enhance operational success.
* Collaborate with internal teams (product, compliance, supervision, engineering) and external vendors to drive improvements.
* Represent the division in projects and initiatives, serving as SME or project lead from concept through completion.
Industry Expertise & Continuous Improvement
* Apply deep knowledge of securities trading, investment products, and regulatory frameworks.
* Recommend product and system enhancements to improve advisor productivity and client experience.
* Identify and implement process or technology improvements to reduce costs and increase efficiency.
Field Engagement & Change Leadership
* Serve as a key liaison to top advisors and their teams, including in-person visits, conferences, and industry events.
* Lead change management initiatives across the organization, ensuring smooth adoption and minimal disruption.
Additional Responsibilities
* Support dedicated trading platforms and vendor relationships.
* Assist with planning and execution of home office and field events.
* Stay current on industry trends and proactively communicate implications to stakeholders.
Qualifications:
* Bachelor's degree in business, investment operations, or equivalent experience.
* Minimum 7 years of investment experience, including 2+ years in operational management leadership.
* Strong technical knowledge of financial services operations; brokerage and advisory trading experience preferred.
* Experience with Pershing and Envestnet a plus.
* FINRA Series 7 and 24 required.
* Proven ability to manage complex projects, lead teams, and adapt to changing business needs.
* Exceptional relationship-building skills and ability to influence across multiple stakeholders.
* Strong business acumen, strategic thinking, and ability to anticipate future trends.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA
Compensation Range:
Pay Range - Start:
$84,350.00
Pay Range - End:
$156,650.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyBusiness Resource Center, Advanced Planning Consultant
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.
Senior Compliance Analyst - Park Avenue Securities
Nashville, TN job
Guided by our company Purpose of "Inspiring well-being for our colleagues, consumers, and communities," we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to "what" we deliver (i.e., our goals and objectives) and "how" we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.
Do you want to be part of a collaborative Compliance Legal Team?
As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing methodologies to ensure compliance with FINRA Rule 3110 and, in certain circumstances, various state insurance laws. The Lead Compliance Analyst is responsible for developing a risk-based plan for the branch office inspection, executing the plan, and delivering the results verbally and in writing to various partners.
**You are**
An enthusiastic, self-motivated, high-energy individual who enjoys working in a team environment while executing responsibilities independently. Your ability to multi-task but prioritize allows you to deliver high-quality results in a timely fashion.
**You will**
+ Conduct branch office inspections utilizing risk-based testing methodologies. This includes obtaining background information, analyzing data, determining relevant sample sizes, and conducting testing.
+ Review additional materials and conduct interviews, as needed, to support risk-based testing methodologies or follow-up on potential business risk exposures.
+ Use the results of your risk-based testing in conjunction with your expertise and judgment to assess the adequacy and effectiveness of the control environment in the branch office.
+ Timely communicate preliminary findings to your manager and branch office management verbally and then in writing.
+ Assist, as appropriate, with corrective action plans to ensure proper remediation is taken at the branch office and verify the completion of plans.
+ Run multiple inspections simultaneously while timely delivering high-quality results.
+ Stay current with industry and regulatory developments and proactively identify opportunities to improve the branch office program.
+ Volunteer and otherwise assist on other department projects and initiatives.
**You have**
+ Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations along with a familiarity of state insurance laws (inclusive of NAIC).
+ 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated broker/dealer as a plus.
+ Prior examination, auditing or testing experience.
+ Series 7; 24 licenses required or obtained within 120 days.
+ A bachelor's degree
+ Strong interpersonal, organizational, and analytical skills.
+ Excellent written and verbal communication skills with comfort making presentations in various settings.
+ No restrictions on travel and extended periods away from home.
**Reporting Relationships**
As our Compliance Analyst, you will report to the Compliance Leader.
**Location /Travel**
Remote role with WFH flexibility. Travel to Guardian offices as needed when requested by the People Leader.
Travel: 50% for business purposes.
**Salary Range:**
$67,450.00 - $110,815.00
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.
Branch Office Administrator
Hendersonville, TN job
This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. 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.
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
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.
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
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.
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.
Business Development Manager, VP
Nashville, TN job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Wealth Management National Sales organization supports the Firm's Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network.
As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. This role will be based in either our Louisville KY, Nashville TN, or New Orleans, LA branch locations, and will cover a wide remit of 5 states which require travel. (Coverage areas include: LA, WV, MS, KY and TN.)
Key Responsibilities:
* Working knowledge of the Firm's entire suite of products and tools
* Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner
* Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities
* Ability to develop strategic and tactical business plans to drive positive results
* Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation
* Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources
* Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods
* Desk-to-desk rollout of key initiatives
* Deep dive book reviews and segmentation
* Tactical campaigns
* Procurement and facilitation of outside resources
Knowledge and Skills Required:
* A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience.
* Bachelor's Degree required
* Active Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date
* Strong oral and written communication skills
* Outstanding interpersonal skills and demonstratable ability to establish alignment between the expectations and strategies of different stakeholders
* Strong and creative problem-solving skills
* Confident, flexible, and resilient team player
* Adapts style to build relationships across all levels
* Ability to autonomously develop, deliver, and execute on strategic plans
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).
Auto-ApplyP&C Commercial Technology Underwriter, Southeast Region
Franklin, TN job
Executive Underwriter - UW07BDSenior Underwriter - UW08BAUnderwriter - UW08BB
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
UPDATE: Added Underwriter Level for this job posting as of October 16, 2025
Middle & Large Commercial Underwriter - Technology Sector
Location: Hybrid - Alpharetta, GA
(Agency Visits/In-office Tuesday-Thursday)
At The Hartford, we help people achieve amazing things by protecting what matters most. As a Middle & Large Commercial Underwriter in the Technology sector, you'll be at the forefront of that mission-delivering tailored coverage solutions that empower our customers to pursue their goals with confidence.
What You'll Do
Lead the underwriting and sales process for a book of Middle Market Technology business.
Build and maintain strong relationships with agents and brokers to position The Hartford as the carrier of choice.
Analyze agency performance and identify opportunities for growth and improvement.
Apply underwriting guidelines and sound judgment to assess complex risks with minimal oversight.
Drive strategic planning, account stewardship, and cross-sell initiatives across the team.
Serve as a trusted advisor and solution provider to distribution partners.
What Sets This Role Apart
A seat at the table with key decision-makers.
A culture that values innovation, collaboration, and inclusivity.
Career growth opportunities in both technical and leadership paths.
A dynamic, results-oriented team environment with mentorship from approachable leaders.
Qualifications
Bachelor's degree preferred, or equivalent combination of education and experience.
3+ years of P&C Middle Market or Technology underwriting experience; E&O experience is a plus.
Proven ability to build and sustain strong internal and external partnerships.
Strong analytical, communication, and presentation skills.
High energy, entrepreneurial mindset, and resilience.
Excellent time management and organizational skills.
Goal-oriented with a drive to challenge the status quo and deliver results.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$76,000 - $174360
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-ApplyCollege Financial Representative, Internship Program
Murfreesboro, 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.
Auto-Apply