Post job

Management Consultant jobs at MetLife - 33 jobs

  • Sr Consultant - Global 3rd Party MGMT - TPRM

    Metlife 4.4company rating

    Management consultant job at MetLife

    Hybrid in office 3 days a week The Opportunity The TPM Sr. Consultant will be responsible for providing daily operational oversight of the third party risk management (TPRM) activities. The role will become the key subject matter expert and an escalation point, addressing issues from business associates, vendors, risk partners and other stakeholders who are participating in the third-party risk management process. With special focus on the US region, this role will oversee the work of the Third Party Risk Management (TPRM) Support Team based out of India and become the regional TPRM representative on the global forum. The TPM Sr. Consultant will report to the Director of Third Party Management and be accountable for achieving operational targets within the US, assuring full transparency on program changes, enhancements and performance. How You'll Help Us Build a Confident Future (Key Responsibilities) * Serve as a subject matter expert for how MetLife manages the third party risk for US employees and stakeholders * Support confidential and high priority requests to ensure comprehensive risk reviews are completed without disrupting business operations or strategic initiatives * Engage with risk partners and other internal stakeholders to drive continuous improvement and improved efficiency * Collaborate with other regional TPRM teams to ensure consistent experience and rigor to all third party engagements * Track performance metrics to monitor the process performance and effectiveness * Identify and champion enhancements to improve the TPRM user experience What You Need to Succeed (Required Qualifications) * 7+ years of hands-on experience in third party management, operational risk, and/or procurement organizations * Demonstrated success in leading multi-region programs and projects with operational impacts * Experience in owning operating metrics related to delivery time, quality thresholds, and/or customer satisfaction * Strategic mindset with an ability to balance risk and velocity * Change agent with proven ability to drive execution * Interpersonal skills to build relationships and influence partners * Analytical and process skills with ability to interpret and utilize data to make decisions * Strong communication skills What Can Give You an Edge (Additional Skills) * 3+ years of experience at an insurance company or other financial services firm * Knowledge of general risk and issue management frameworks * Experience working with stakeholders at all levels * Familiarity with TPRM platforms (Aravo, ServiceNow, OneTrust and/or other) Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.
    $107k-135k yearly est. 50d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Senior Business Controls Automation Consultant

    Metlife, Inc. 4.4company rating

    Management consultant job at MetLife

    Role Value Proposition: The Vendor Management Enablement (VME) team, in Business Controls, serves as a strategic support function for the Vendor Management Organization. This team ensures that the Vendor Management Organization is equipped with standardized processes, procedures, training, and automation tools to drive efficiency and simplify vendor management practices. We are seeking a skilled and motivated Senior Vendor Automation Specialist to join our team and drive automation initiatives across business processes. The ideal candidate will have hands-on experience with Microsoft Power Platform tools-PowerApps, PowerAutomate, and Power BI, Alteryx, Python, or SQL-and other data and automation tools with a strong understanding of how to streamline workflows, improve data visibility, and enhance operational efficiency. Key Responsibilities: * Data Automation: Automate recurring reports, dashboards, and data validation processes. * Application Development: Design, develop, and maintain custom business applications using PowerApps to meet organizational needs * Workflow Automation: Implement automation of workflows and system integrations through PowerAutomate to streamline processes * Data Visualization: Create and manage interactive dashboards and reports with Power BI to support data-driven decision-making * Collaboration: Partner closely with business units to gather requirements and translate them into technical solutions, data models and reporting standards. * Governance and Security: Ensure that developed solutions are scalable, secure, and adhere to IT governance policies * Issue Resolution: monitor data quality, troubleshoot and resolve issues related to automation tools and data integrations to maintain smooth operations * Documentation: Keep detailed records of processes, configurations, and best practices to support knowledge sharing and consistency * Training and Support: Provide training and ongoing assistance to end-users regarding Power Platform solutions to maximize adoption and effectiveness Essential Business Experience and Technical Skills: Required: * Bachelor's degree or equivalent in Data and Analytics, Computer Science, Information Systems, Engineering, or related field experience. * 3-5+ years of experience in data automation, data engineering, IT product management, automation, or related business intelligence roles. * Proficiency in SQL, Python, or data transformation and analysis and building reports and dashboards in PowerBI, or equivalent. * Experience with Agile/Scrum methodologies. * Strong analytical, problem-solving, and communication skills. Preferred: * Prior experience working with Microsoft Power Platform tools-PowerApps, PowerAutomate, and Power BI. * PowerApps certification. * Experience working with vendor management and contract management processes. * Experience with third party management software (Sirion, Icertis, etc.) At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $76,500 to $102,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. $76,500 to $102,000
    $76.5k-102k yearly 10d ago
  • Bank Business Process Consultant I - Digital Member Experience

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This position is for an individual passionate about digital member experiences and is a potential fit for the Bank's Digital and Marketing Team. The goal is to achieve business outcomes while meeting team commitments and ensuring member needs are central. This role will cultivate a team culture of transparency and learning, encouraging opportunities for testing, continuous improvement, and quality assurance. As a dedicated Bank Business Process Consultant I, you will apply knowledge of bank processes and products and acts as a trusted advisor by providing consultation services to internal clients in areas of strategic sourcing, alternatives and solutions, supplier management, affiliate agreement adherence, third party risk management, and bank operations. Collects and consolidates demand and identifies opportunities, within the Bank. Executes to and oversees the development of business process related solutions for internal clients and members. You will also evaluate processes/ resources and develops effective solutions/ improvements/ enhancements to drive the efficient operation of the Bank utilizing Agile best practices. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Engages in the implementation of process initiatives that support the bank's strategic roadmap. Develops customer specific business process enhancements for the Bank that aligns business deliverables, bank strategy and risk management framework. Applies knowledge of the Bank operations models and aligns business deliverable processes and capabilities with business needs. Provides consultation, solutions and change management to the business on risk management processes by using established methodologies, including Agile principles, and exercising control plans to ensure alignment with bank specific goals and process requirements. Develops communication and change management plans for customers and internal stakeholders. Ensures alignment between internal stakeholders and customers across assigned business process projects and services using proactive communication and engagement strategies. Utilizes reporting, data, and analytics to measure process and project performance, adjust services and operational activities, and inform key stakeholders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in business process consulting, process design and/or program/project management. Proficient knowledge of bank products and processes. Experience in implementing and sustaining change/improvements. Experience in applying quality management, process improvement, and leveraging process improvement tools and methodologies. Experience/ knowledge of Risk Management frameworks and Banking Regulatory requirements. What sets you apart: Digital customer/member experience driving innovative website and mobile application development initiatives. Experience within the Financial Industry, specifically product management and/or Digital customer facing applications. Good balance of business strategy and technology execution experiences. Significant experience independently handling or leading cross-functional teams with minimal oversight needed from direct leader. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $77,120 - $138,810. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-138.8k yearly Auto-Apply 10d ago
  • Workers Compensation - Business Consultant

    The Hartford 4.5company rating

    Charlotte, NC jobs

    Consultant Bus Data Analysis - GA08BE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is currently looking for a Workers Compensation Business Consultant to join the Regulatory Reporting Workers Compensation Financial Call Team. This role will be focused on providing business and data analysis support for several highly visible, business-critical applications. The Workers Compensation Financial call team Provides information on Financial Call components, including Premiums, Losses, Claim Counts, and Loss Adjustment Expenses. Provides information on what experience to include or exclude when reporting Financial Call data. The aggregate Financial Calls provide timely information needed for each state's overall cost analysis to develop the state's rate or loss cost filing needed by the rating Bureau's. Responsibilities: + Applies functional knowledge and techniques necessary to draw out data and analytics business requirements completely and accurately from stakeholders. Performs requirements planning, monitoring and requirements management. + Independently performs data analysis, data discovery and data profiling using industry standard querying tools to support business requirements development that are complete, clear, unambiguous, well written and appropriate to audience. + Maintains Data mapping documents, Business Matrix and other Data Design artifacts that define business data requirements and transformation rules. + Act as liaison and advisor/consultant between the business and IT stakeholders. + Performs and aid functional testing. + Structure and drive working and informational sessions that promote collaboration, synergy, and achieve desired outcomes. + Understands the scope of the project and helps resolve scope questions and issues related to own work. + Handle root cause analysis of business data issues and provides technical data guidance on issues. + Helps resolve scope of questions and issues. Qualifications: + 3+ years of experience in workers compensation and data analysis supporting the Insurance industry preferred. + Knowledge of Workers Compensation Insurance + Proficient in industry standard querying tools (Toad, Toad for Data Analysts, SQL, ect.) + Proficient in Excel, Building and updating macros. + Experience working on data warehouse or reporting/analytic projects. + Experience in industry standard querying tool + Experience working on Agile projects. + Strong facilitation, requirements elicitation and data analysis skills + Connected with industry best practices. + Proven ability to organize and manage multiple priorities in a timeline driven environment. + Presentation Skills + Focused on continuous improvements. + Interpersonal and influencing skills. + Effectively manages key stakeholders in a matrix environment. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $80,000 - $120,000 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $80k-120k yearly 3d ago
  • Financial Planning Business Consultant

    Northwestern Mutual 4.5company rating

    Remote

    Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field. Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field. Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy. Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies. Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences. Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections. Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services. Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices. Drive the achievement of the goals for the Planning and Wealth Consulting Team. Other responsibilities may be assigned as necessary. Qualifications Series 7 required. Bachelor's degree in business, finance or related field. Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services. Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals. Confidence in counseling representatives on a variety of proactive approaches and solutions. Strong analytical skills, problem solving, attention to detail and accuracy. Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization. High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results. Passionate about Northwestern Mutual Financial Planning process, products and services. Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software. Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective. 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 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.
    $76.7k-142.4k yearly Auto-Apply 36d ago
  • Business Risk and Controls Advisor - Mid Level

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The candidate selected for this position will be a part of the Technology Risk Governance Team. This role will play a key part in supporting the risk assessment and process risk inventory programs through the management of performance metrics, quality assurance, and ongoing communication with stakeholders. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advises the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Performs ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key risk metrics to evaluate the effectiveness of established business controls. Performs risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. Partners with business owners to assist them in the identification of control failures and assesses the impact. Assists with translating control deficiencies into action plans and facilitates effective and timely risk remediation through action plan oversight; provides recommendations to enhance governance practices in alignment with risk and compliance frameworks. Maintains processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. Provides control oversight to ensure compliance with laws and regulations. Serves as a resource to team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. What sets you apart: Experience supporting or executing enterprise risk programs Experience managing performance metrics Experience developing and conducting quality assurance activities Strong communication skills, written and verbal Strong analytical skills. Compensation range: The salary range for this position is: $77,120-$147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-147.4k yearly Auto-Apply 3d ago
  • Liquidity Strategy Analyst Senior - Liquidity Management

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. Develops and monitors liquidity policies and comprehensive contingency funding plans. Independently assesses and communicates complex regulatory capital and liquidity rules. Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. Advises key stakeholders on liquidity management issues according to industry best practices. Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. Key contributor to Treasury initiatives in enterprise stress test planning and execution. Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. Subject matter expert knowledge of Microsoft Office products including Excel. Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. Strong written and verbal communication skills, including the ability to create and present executive-level presentations. Ability to effectively work with both internal and external partners. What sets you apart: Experience in Liquidity Management within the financial services industry. Proven expertise in risk management, including risk metric development and monitoring. Excellent communication skills to present complex analysis to senior management and regulators. Experience working with Regulatory Bodies (OCC, FRB, TDI). Chartered Financial Analyst (CFA) Designation. Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $75k-92k yearly est. Auto-Apply 38d ago
  • Consultant, Business Insights (Office of Ethics)

    Nationwide Mutual Insurance Company 4.5company rating

    Remote

    If you're passionate about being part of a diverse organization that enables a company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. We are a dynamic team committed to delivering insight and integrity. Our work blends analytical rigor with investigative precision to meet the needs of our customers and uphold our core values. We value knowledge, objectivity, collaboration, and curiosity. If you thrive in a fast-paced, intellectually engaging environment and can balance data-driven analysis with sound judgment, we want to know more about you! As a Consultant, Business Insights, you'll: Extract and analyze internal and external data using current technology and data analytic tools to uncover trends, anomalies, and actionable insights. Perform diagnostic and inferential analysis, apply visualization techniques, and build forecasts or projections to inform strategic decisions. Partner with key internal stakeholders to identify new ways to detect fraud and strengthen controls. Provide anti-fraud analytical services and develop projects designed to detect incidents of unethical or illegal activity through data analysis. Communicate key insights and outcomes clearly and concisely to office leadership and other key internal stakeholders, ensuring decisions are informed, ethical, and aligned with company values. Investigate low complexity allegations of conflicts of interest, fraud, theft, or misappropriation of assets-gathering facts objectively and without predisposition. What we're looking for: Strong analytical aptitude and experience with statistical or data modeling tools. Ability to remain curious, think independently and critically, investigate thoroughly, and maintain confidentiality. Exceptional communication skills to connect with people and convey complex findings in a clear, concise, and actionable way. A commitment to honesty, integrity, and collaboration. If you're passionate about using data and investigative skills to make a meaningful impact, join us and help promote and protect Nationwide's ethical culture. Key Responsibilities Leverage statistical techniques and visualization methods to forecast outcomes and communicate actionable insights. Determines appropriate information and data to be shared with customers. Shares financial and operational analyses with appropriate area of the company as assigned. Responsible for building business intelligence applications using current technology and data analytic tools. Build and maintain business intelligence solutions and dashboards to support proactive monitoring and fraud detection. Partner with Internal Investigations Unit (IIU) and business units to identify patterns, relationships, and potential fraud through data analysis. Collaborate with leaders to align methodologies, recommend enhancements to anti-fraud technologies, and strengthen internal controls. Contribute to continuous improvement initiatives and manage special projects that advance investigative and analytic capabilities. Conduct low complex investigations (as needed) gathering facts objectively and documenting findings. Maintains current knowledge of the company's policies and practices, local/state and federal laws to ensure that investigative efforts are in compliance with all. May perform other responsibilities as assigned. #LI-TN1 Summary We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude, and collaboration. If you thrive in a busy, engaging work environment, we want to know more about you! As a Consultant, Business Insights, you'll extract data to obtain knowledge and insights, manipulate internal and external data through R/SAS/SQL/Python, perform diagnostic and inferential analysis, investigate complex business concerns using data and statistical techniques, apply analysis or visualization techniques, build forecasts and/or projections of possible business futures and benefits, and communicate key findings to business partners. Your focus will be to maximize insight gained from internal and external data to ensure that business partners are making decisions in an optimally informed way. Job Description Key Responsibilities: Applies substantive business expertise to render insights and forecast/project on extracted data sets to craft, package and communicate actional insights and recommendations to business partners. Builds and maintains relationships and serves as a trusted business advisor to clients, internal risk partners and other stakeholders. Cultivates partnerships across the company to ensure methodologies and assumptions align with corporate practices. Participates in the development of scope, risk/control matrix, project timelines and assignments. Responsible for effectively synthesizing own project work and the work of team members. Work may span more than one project or focus area. Leverages statistical inferencing when conducting analysis. Communicates significance in findings when working with business partners. Utilizes appropriate visualization techniques as needed. Collaborates with leaders to develop strategies for the business unit. Consults with business to understand, align, and deliver work that supports business objectives and priorities. Determines appropriate information and data to be shared with customers. Shares financial and operational analyses with appropriate area of the company as assigned. Responsible for building business intelligence applications using R/Python/SQL/SAS/Tableau. Manages special projects and serves as an analytic consultant and contact for team members and associates outside the department. Serves as a consultant and subject matter expert for business areas during the intake and prioritization of data, reporting, analysis, and advanced analytics work Contributes to the continuous improvement of department processes through ongoing initiatives. May be responsible for preparation of reports and use of information systems, software and related sources of information. Also, may be responsible for training other users on report preparation and data base access and supporting the research, analysis and presentation of information. May perform other responsibilities as assigned. Reporting Relationships: Reports to Director/Associate Vice President and does not have direct reports. Typical Skills and Experiences: Education: Undergraduate studies in data or business analytics , computer science, management information, business, mathematics or related field with post-graduate studies preferred Experience: Typically, eight or more years of experience in data extraction, data manipulation, analysis, and data visualization. Experience with advanced statistical techniques such as business intelligence. Detailed experience with data-extraction problem solving; working with large structured and unstructured data sets and databases to build understandable and relevant analyses. Professional experience in insurance, financial services or a related industry preferred. Knowledge, Abilities and Skills: In-depth knowledge of business policies and procedures, customer service concepts and practices. Sophisticated understanding of creating and maintaining ad hoc and standard analysis, including data visualization, predictive modeling and business intelligence tools. Working knowledge to conduct extraction of data for functional and operational analysis and modeling. Strong communication skills for interactions with others. Ability to understand business processes and the data produced by them. Ability to understand functional and operational measurement needs, analyze data requests and interpret and translate business problems into solutions. Ability to work under tight time constraints. Capable of developing distinctive and understandable data visualizations. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Occasional travel, nonstandard or extended work may be required based on project needs. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. We currently anticipate accepting applications until 01/30/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) ************************************************************* NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Business Insights : $108,000.00-$200,000.00The expected starting salary range for Consultant, Business Insights : $108,000.00 - $162,000.00
    $65k-85k yearly est. Auto-Apply 3d ago
  • Consultant, Risk Analytics - Credit Risk

    Nationwide Mutual Insurance Company 4.5company rating

    Remote

    As a team member in Finance at Nationwide, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely or external candidates who bring critical industry skills and relevant experience may be considered. Internal Compensation Grade: G5 #LI-KD1 Join a high‑impact team at the forefront of enterprise‑level capital risk management. In this role, you'll be a key contributor to initiatives spanning capital risk and investment risk. You will own multiple Tier 1 models focused on fixed income credit risk and equity/alternative asset risk. Over time, you will expand your scope to influence actuarial asset modeling and product pricing. You'll collaborate across a wide range of teams, develop analytical solutions, and help safeguard Nationwide's capital adequacy while supporting business growth at target returns. Responsibilities What You'll Do You'll be trained to own and operate multiple Tier 1 quantitative risk and capital models that support our Capital, Appetite, and Limit (CAL) framework. Your responsibilities will include: Develop new quantitative models that support asset risk analytics and product underwriting. Translate strategic priorities into operational reality. Enable efficient modeling for production and ad-hoc analysis purposes. Own the operation, maintenance, and continued improvement of the Tier 1 fixed income credit risk model. Own the operation, maintenance, and continued improvement of the Tier 1 equity/alternative asset risk model. Drive quarterly capital adequacy tests. Support enterprise target capital framework and ad-hoc stress test. Support investment risk analytics and governance. Provide modeling insights for investment risk budget and sector guidelines. Enhance portfolio risk modeling and management. Partner with Model Risk Management on model validation and governance. Prepare risk reporting to executive committees, including the Board, EFRC, and ERCR. Required Education/Experience/Skills: Strong quantitative modeling skills with proficiency in Python for statistical and data analysis. Solid understanding of economics and investment asset classes. Proficiency with Microsoft Excel. Strong communication skills and the ability to articulate complex modeling concepts to senior leaders. Preferably 5+ years of experience in quantitative risk modeling. Preferred professional designations (or progress toward them): CFA, FRM, or FSA. Why Join Us? Broad Exposure: Work closely with teams across investment, investment risk, NF actuarial, P&C actuarial, treasury, and strategy. Career Growth: Get involved in initiatives that align with your strengths, interests, and long-term goals. Learning Culture: We invest heavily in training and development. Your curiosity and drive to learn are just as important as your current skillset. Summary Do you have the desire to play a critical role in driving data-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce accepts an agile work environment and a collaborative culture to deliver outstanding solutions and results. Our Risk Analytics professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. Specifically, they serve as the conduit joining quantitative risk analysts to business partners. As a Consultant, you'll be responsible for the creation and management of risk analytics projects to solve business problems and achieve objectives. You'll work consultatively with your leadership and business partners to match quantitative analysis with business needs. We'll count on you to be the key point of contact linking business goals to technical research. It's imperative that you have both a working knowledge of quantitative analytics and a clear understanding of business needs. You will need to confident articulating solutions to many levels of leadership. Job Description Key Responsibilities: Understands and assesses key business needs and responsible for developing the appropriate quantitative modeling solutions to these needs. Collaborates with departments across the organization or business functions to accomplish strategic goals, objectives, and initiatives. Builds risk analytic strategies for business problems through collaborating, consulting, and driving expectations. Collaborates with teams across the enterprise to ensure that consistent model assumptions, processes and outputs are well understood and that modeling standard methodologies are upheld throughout the organization. Crafts clear and concise summaries of findings and recommendations. Uses impactful storylines and data visualization geared to both technical and non-technical audiences. Develops, tests, implements and administers complex quantitative modeling processes and tools. Evaluates and ranks quantitative solutions to business problems. Communicates the key benefits and limitations of sophisticated modeling tools for business applications. Works across teams to ensure governance of modeling tools are applied consistently. May perform other responsibilities as assigned. Reporting Relationships: Reports to Risk/Actuarial leader. Typical Skills and Experiences: Education: Undergraduate studies in finance, accounting, economics, statistics, mathematics or related subject area required. Graduate-level studies in a related field with advanced degree highly desirable. License/Certification/Designation: Progress toward FCAS, FSA, CQF, CFA or similar preferred. Experience: Typically, seven or more years of related work experience in financial risk modeling or actuarial functions. Knowledge, Abilities and Skills: Proven knowledge of processes and functions spanning the insurance and risk management cycle. Understands machine learning, stochastic processes, Monte Carlo simulations, sampling methods and other statistical techniques applicable to specialized risk modeling. Confirmed mathematical knowledge of specialized risk models such as those used in hedging, economic scenario generation, catastrophe, credit risk, etc. Advanced understanding of risk management operations such as asset-liability management, portfolio risk assessment, hedging, etc. Strong communication and presentation skills. Advanced proficiency with Excel and Powerpoint. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. We currently anticipate accepting applications until 01/29/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) ************************************************************* NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Risk Analytics : $118,000.00-$222,000.00The expected starting salary range for Consultant, Risk Analytics : $118,000.00 - $178,000.00
    $78k-99k yearly est. Auto-Apply 8d ago
  • Business Risk and Controls Advisor Lead - Life Company

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a dedicated Business Risk and Controls Advisor Lead who will be responsible to promote risk-awareness and the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls; including, risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX. campus. Relocation assistance is not available for this position. What you'll do: Directs and oversees multiple initiatives in support of risk and/or regulatory compliance related initiatives including but not limited to: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Applies a holistic understanding of risk and regulatory compliance to includes business strategies and solutions. Responsible for first line of defense data analysis, report preparation and trend analysis, utilizing business intelligence tools. Designs solutions for unanswered business questions and anticipates future business needs. Directs, organizes and oversees action plans designed to enhance governance practices in alignment with risk and compliance frameworks. Influences and develops innovative solutions to mitigate risk and prevent risk exposures which result in significant business impacts. Manages the most complex projects involving cross-functional areas within the first line of defense. Defines and outlines new approaches to problem resolution and leads project team from concept through implementation. Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders. Serves as a primary resource to cross functional team members and advises on risk mitigation opportunities. Stays informed of changes to the regulatory environment to ensure proper compliance with processes and requirements are followed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 16 years of experience without bachelor's degree) 8 years of experience supporting risk-related, compliance related, or business control design activities; OR 8 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 6 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities. What sets you apart: US military experience through military service or a military spouse/domestic partner Expertise in the applicability of Life, Annuities, and Investment regulation to support analysis and implementation when regulatory changes, enactments of new or amended legislation, production of rules by regulatory bodies, or guidance regarding laws or rules which could impact Line of Business processes. Experience in compliance and risk management programs supporting Life, annuities, and investment products. Life, annuities, and investment related licenses. Experience overseeing and supporting multiple strategic projects through all project stages, planning, execution, monitoring and closure. Compensation range: The salary range for this position is: $127,310 - $229,160 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $68k-88k yearly est. Auto-Apply 3d ago
  • Business Risk and Controls Advisor - Mid Level

    USAA 4.7company rating

    Charlotte, NC jobs

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** The candidate selected for this position will be a part of the Technology Risk Governance Team. This role will play a key part in supporting the risk assessment and process risk inventory programs through the management of performance metrics, quality assurance, and ongoing communication with stakeholders. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is **not** available for this position. **What you'll do:** + Advises the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. + Performs ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key risk metrics to evaluate the effectiveness of established business controls. + Performs risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. + Partners with business owners to assist them in the identification of control failures and assesses the impact. + Assists with translating control deficiencies into action plans and facilitates effective and timely risk remediation through action plan oversight; provides recommendations to enhance governance practices in alignment with risk and compliance frameworks. + Maintains processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. + Provides control oversight to ensure compliance with laws and regulations. + Serves as a resource to team members. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 4 years of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. **What sets you apart:** + Experience supporting or executing enterprise risk programs + Experience managing performance metrics + Experience developing and conducting quality assurance activities + Strong communication skills, written and verbal + Strong analytical skills. **Compensation range:** The salary range for this position is: $77,120-$147,390. **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).** **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $77.1k-147.4k yearly 2d ago
  • Business Risk and Controls Advisor - Mid Level

    USAA 4.7company rating

    Charlotte, NC jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The candidate selected for this position will be a part of the Technology Risk Governance Team. This role will play a key part in supporting the risk assessment and process risk inventory programs through the management of performance metrics, quality assurance, and ongoing communication with stakeholders. Positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Advises the business on how to strengthen and manage their control environment pertaining to oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Performs ongoing supervision and oversight of business controls which may include the coordination of testing, root cause analysis, control design, and examining key risk metrics to evaluate the effectiveness of established business controls. Performs risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. Partners with business owners to assist them in the identification of control failures and assesses the impact. Assists with translating control deficiencies into action plans and facilitates effective and timely risk remediation through action plan oversight; provides recommendations to enhance governance practices in alignment with risk and compliance frameworks. Maintains processes, procedures, and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. Provides control oversight to ensure compliance with laws and regulations. Serves as a resource to team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience supporting risk-related, compliance-related, or business control design activities; OR 4 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline. What sets you apart: Experience supporting or executing enterprise risk programs Experience managing performance metrics Experience developing and conducting quality assurance activities Strong communication skills, written and verbal Strong analytical skills. Compensation range: The salary range for this position is: $77,120-$147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-147.4k yearly Auto-Apply 3d ago
  • Risk Management - Strategic Analytics - Associate

    Jpmorganchase 4.8company rating

    Wilmington, NC jobs

    Bring your expertise to JP Morgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Associate in the Acquisition Loss Forecasting Team, you will be part of a team that supports the firm's Risk Strategy, Channel Marketing, and CFO teams in running a world-class organization. You will be responsible for the development of acquisition loss forecasts, applying historical trends and forward looking economic data to drive firm investment and strategy decisions. This includes data analysis, strategy development, financial evaluation, and supporting strategy implementation. Job Responsibilities: Analyze historical product performance by strategy segmentations, use the analysis to forecast future performance, and deep dive into underlying trends driving performance variation Analyze economic model output and apply results to quarterly forecasts, determining the result of base, stress, and upside macro environments and how these scenarios will impact losses and investment profitability Analyze risk inputs and conduct research and analysis of the performance and profitability of existing strategies while working to ensure adherence to regulatory based initiatives, procedural alignment with Risk Policy and a strong control environment. Provide consistent framework to assess loss and profitability dynamics associated with credit decisions in normal as well as stressed economic scenarios. Provide analytical support to the strategy teams in developing robust methodology, algorithm, and financially sound evaluation framework for credit risk strategies. Utilize knowledge of risk modeling, profitability modeling, and relevant statistical knowledge to develop risk analysis framework that is consistent with the firm's risk appetite framework. Partner closely with other strategy areas of Risk, Marketing, and Finance to coordinate integration of risk appetite framework into credit strategies. Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle Conduct ad hoc analytics and contribute to various projects representing Risk Management Build deep relationships with business partners across the firm and will be expected to interact with key clients and cobrand partner leadership teams Required Qualifications, Capabilities and Skills: BS degree and minimum 5 years Risk Management or other quantitative experience required Background in statistics, econometric, or other quantitative field required Strong SQL, SAS, and Python coding skills, Excel, Microsoft PowerPoint, Alteryx and Tableau skills Ability to query large amounts of data and transform the raw data into actionable management information Strong analytical and problem-solving abilities Strong written and oral communication skills Experience delivering recommendations to management Preferred Qualifications, Capabilities and Skills: MS degree and 3 years Risk Management or other quantitative experience Familiarity with risk analytic techniques preferably in strategy development and loss forecasting Familiarity with current analytical techniques, e.g. regression, decision trees, and segmentation techniques Advanced understanding of SAS, SAS Enterprise Miner, or other decision tree software
    $72k-96k yearly est. Auto-Apply 60d+ ago
  • Liquidity Strategy Analyst Senior - Liquidity Management

    United Services Automobile Association (USAA 4.7company rating

    Charlotte, NC jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: * Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. * Develops and monitors liquidity policies and comprehensive contingency funding plans. * Independently assesses and communicates complex regulatory capital and liquidity rules. * Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. * Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. * Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. * Advises key stakeholders on liquidity management issues according to industry best practices. * Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. * Key contributor to Treasury initiatives in enterprise stress test planning and execution. * Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. * Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. * Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. * Subject matter expert knowledge of Microsoft Office products including Excel. * Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. * Strong written and verbal communication skills, including the ability to create and present executive-level presentations. * Ability to effectively work with both internal and external partners. What sets you apart: * Experience in Liquidity Management within the financial services industry. * Proven expertise in risk management, including risk metric development and monitoring. * Excellent communication skills to present complex analysis to senior management and regulators. * Experience working with Regulatory Bodies (OCC, FRB, TDI). * Chartered Financial Analyst (CFA) Designation. * Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $76k-92k yearly est. 36d ago
  • Liquidity Strategy Analyst Senior - Liquidity Management

    USAA 4.7company rating

    Charlotte, NC jobs

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** Our **Liquidity Strategy Analyst Senior** develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is **not** available for this position. **What you'll do:** + Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. + Develops and monitors liquidity policies and comprehensive contingency funding plans. + Independently assesses and communicates complex regulatory capital and liquidity rules. + Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. + Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. + Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. + Advises key stakeholders on liquidity management issues according to industry best practices. + Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. + Key contributor to Treasury initiatives in enterprise stress test planning and execution. + Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. + Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. + Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. + Subject matter expert knowledge of Microsoft Office products including Excel. + Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. + Strong written and verbal communication skills, including the ability to create and present executive-level presentations. + Ability to effectively work with both internal and external partners. **What sets you apart:** + Experience in Liquidity Management within the financial services industry. + Proven expertise in risk management, including risk metric development and monitoring. + Excellent communication skills to present complex analysis to senior management and regulators. + Experience working with Regulatory Bodies (OCC, FRB, TDI). + Chartered Financial Analyst (CFA) Designation. + Master's degree in business, Finance, Mathematics, or other related field. **Compensation range:** The salary range for this position is: $114,080 - $218,030 **.** **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).** **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $76k-92k yearly est. 37d ago
  • Liquidity Strategy Analyst Senior - Liquidity Management

    USAA 4.7company rating

    Charlotte, NC jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. Develops and monitors liquidity policies and comprehensive contingency funding plans. Independently assesses and communicates complex regulatory capital and liquidity rules. Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. Advises key stakeholders on liquidity management issues according to industry best practices. Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. Key contributor to Treasury initiatives in enterprise stress test planning and execution. Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. Subject matter expert knowledge of Microsoft Office products including Excel. Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. Strong written and verbal communication skills, including the ability to create and present executive-level presentations. Ability to effectively work with both internal and external partners. What sets you apart: Experience in Liquidity Management within the financial services industry. Proven expertise in risk management, including risk metric development and monitoring. Excellent communication skills to present complex analysis to senior management and regulators. Experience working with Regulatory Bodies (OCC, FRB, TDI). Chartered Financial Analyst (CFA) Designation. Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $76k-92k yearly est. Auto-Apply 38d ago
  • Consultant, Claims - Indemnity Specialty

    Nationwide Mutual Insurance Company 4.5company rating

    Remote

    If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Work Environment: The location of this position is flexible and open to virtual and/or remote based applicants. Required Experience: Demonstrated experience handling toxic tort with emphasis on asbestos and/or silica bodily injury claims, including evaluation, negotiation, and resolution. Proven ability to manage toxic tort bodily injury litigated files, including collaboration with defense counsel, strategy development, and oversight of litigation budgets and outcomes. Preferred Experience: Exposure to product liability claims, particularly those involving complex coverage issues or high-severity losses. Summary Our team handles some of the most unique and interesting insurance claims at Nationwide. Do you have deep insurance industry knowledge, good negotiation skills and understand litigation? If you like variety in your work, have desire to collaborate and bring fair resolution to sophisticated specialty claims, we want to hear from you! As a Claims Consultant, you'll work within broad limits and authority on specialty claims assignments of the highest technical complexity and coordination. We'll count on you to investigate and maintain specialty claims - asbestos, toxic tort and/or pollution or sexual molestation. Job Description Key Responsibilities: Completes detailed review and analysis of claims. Investigates liability and damages. Brings files to closure, either by voluntary dismissals or by negotiation of settlements. Resolves amount of appropriate settlements or grounds for denial. Assists in the drafting of settlement documents. Provides reserve analysis to ensure timely and accurate case reserves in according to optimal claims practices. Negotiates cost sharing agreements between other insurance carriers and policyholders. Maintains current knowledge of assigned insurance lines, court decisions which may impact the claims function, current guidelines and policy changes and modifications. This may require attendance at various seminars or training session Creates and analyzes severe incident reports, reinsurance reports and other information to corporate office, Claims Management and Underwriting. Performs continuous review of claims inventory. Prepares appropriate internal reports, memos and analysis on a regular basis. Determines duty to defend and selects defense counsel as appropriate. Closely monitors outside counsel's work product. Reviews and gives input in all levels to interrogatories, etc. in each case. Manages litigation when appropriate. Serves as company witness on coverage position at depositions. Attends mediation sessions in attempt to resolve claims. Prepares legal audits at various law firms. Provides advice, counsel and training to Claims Representatives of all levels. Provides specialized training and consultation to non-claims areas as requested. Delivers a positive customer service experience to all internal, external, current and prospective Nationwide customers. Serves as lead Claims representative in area of specialty. Serves as back-up to claims management. Assists with selection and training of new representatives. May perform other responsibilities as assigned. Reporting Relationships: Reports to Claims Manager/Director. Typical Skills and Experiences: Education: Undergraduate degree in related field preferred. Post-graduate studies preferred. License/Certification/Designation: State licensing where required. Relevant professional designations or certifications desirable (CPCU, CLU, IIA, AEI, etc.) Experience: Eight years of specialty claims experience preferred. Knowledge, Abilities and Skills: Proven superior knowledge of the best claims practices used to resolve the most sever and technically complex claims. Demonstrated knowledge of insurance contracts and legal aspects affecting regulatory and liability issues that relate to environmental and other specialty claims. Proven ability to meet customer needs and provide outstanding service by informing customers of the claims process and ensuring a positive customer experience. Ability to lead and train employees in all aspects of specialty claims review. Advanced verbal and written communication skills for interaction with technical professionals, insureds, federal agencies, the legal profession and other insurance companies. Ability to handle and prioritize multiple assignments. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the business unit executive and Human Resources. Values: Regularly and consistently demonstrates Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt) Working Conditions: Normal office environment. Must be able to make physical inspection of loss sites, work irregular hours and travel with possible overnight requirements. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit and/or background check will be required as part of the selection process. We currently anticipate accepting applications until 01/29/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled within any of the lower 48 U.S. states.#claims Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) ************************************************************* NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Claims - Indemnity Specialty : $97,000.00-$180,000.00The expected starting salary range for Consultant, Claims - Indemnity Specialty : $97,000.00 - $145,000.00
    $97k-180k yearly Auto-Apply 4d ago
  • Relationship Consultant (Nationwide Sales Solutions) - REMOTE

    Nationwide Mutual Insurance Company 4.5company rating

    Ohio jobs

    If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. Addendum: Overview Nationwide Sales Solutions (NSS) is Nationwide's direct channel distribution team, operating as a carrier-owned agency to deliver a seamless, direct-to-consumer buying experience for small businesses. As a Relationship Consultant, you will be the primary face of Nationwide for external relationships and lead generation. Your mission is to develop and implement strategies that increase lead volume, optimize marketing investments, and strengthen Nationwide's presence in the digital marketplace. Successful execution will drive top-line growth and profitability. Key Focus Areas 1. Prospecting & Lead Generation Drive internal and external prospecting efforts to identify and cultivate new business opportunities. Collaborate with data teams to analyze datasets for targeted lead identification. Partner with internal business units to leverage cross-selling opportunities. Build and maintain relationships with external vendors and strategic partners. Develop cost-effective partnerships to enhance lead generation capabilities. 2. Onboarding New Partners Lead project management activities, including troubleshooting, change management, and workflow optimization. Oversee technology adoption and integration to streamline onboarding processes. Review and manage contracts to ensure compliance and operational efficiency. 3. Monitoring Results & Funnel Optimization Track and analyze funnel performance from lead generation through quote, bind, and ROI metrics. Set measurable goals and create actionable plans to achieve business objectives. Collaborate with marketing teams to allocate resources toward initiatives with the highest return on investment. Overview Nationwide Sales Solutions (NSS) is Nationwide's direct channel distribution team, operating as a carrier-owned agency to deliver a seamless, direct-to-consumer buying experience for small businesses. As a Relationship Consultant, you will be the primary face of Nationwide for external relationships and lead generation. Your mission is to develop and implement strategies that increase lead volume, optimize marketing investments, and strengthen Nationwide's presence in the digital marketplace. Successful execution will drive top-line growth and profitability. Key Focus Areas 1. Prospecting & Lead Generation Drive internal and external prospecting efforts to identify and cultivate new business opportunities. Collaborate with data teams to analyze datasets for targeted lead identification. Partner with internal business units to leverage cross-selling opportunities. Build and maintain relationships with external vendors and strategic partners. Develop cost-effective partnerships to enhance lead generation capabilities. 2. Onboarding New Partners Lead project management activities, including troubleshooting, change management, and workflow optimization. Oversee technology adoption and integration to streamline onboarding processes. Review and manage contracts to ensure compliance and operational efficiency. 3. Monitoring Results & Funnel Optimization Track and analyze funnel performance from lead generation through quote, bind, and ROI metrics. Set measurable goals and create actionable plans to achieve business objectives. Collaborate with marketing teams to allocate resources toward initiatives with the highest return on investment. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. Summary Our team is a versatile group of individuals, working together to establish and build strong relationships. We value knowledge, strong work ethic and contributors to a stellar team environment. If you thrive in a busy, engaging work environment, we want to know more about you! As a Relationship Consultant, you'll work with internal and external clients or business partners to develop new business and strengthen existing business relationships. You will identify, prioritize and deliver workflow, service and business solutions. You'll have opportunities to be a liaison between a business unit and its clients/partners to promote our people and services and to facilitate issue resolution. Job Description Key Responsibilities: Develops and manages relationships with internal/external clients and business partners. Identifies business needs, service requirements, key issues, alternative solutions and resources for the clients and business. Evaluates strategies and objectives of the business partners and recommends proper services and products. Resolves issues. Develops and implements strategic plans, coordinates reports, communicates performance results and develops action plans. Monitors overall client satisfaction, progress of all ongoing work and projects and process improvement in order to improve service delivery. Promotes and supports the sales and production of products through highly interactive relationships. Assists in new product development and field introduction. Markets, promotes and educates customers on products and services. Coordinates benchmarking efforts for business unit. Captures information for selling the business unit services and makes presentations to clients. Owns the administration and communication of service level agreements or contract commitments with assigned client base. Develops and implements plans to tackle business problems related to the client's business and the services/products provided. Assists in defining the communication channel and facilitates communication and integration of services between business unit and client. May serve as point of contact for the client. May conduct training on procedures, processes and services provided by business unit. Initiates the development and implementation of internal standards consistent with long-range departmental objectives and acceptable corporate standards. Leads and participates in special projects and task teams. May perform other responsibilities as assigned. Reporting Relationships: Reports to Director or Officer. Typical Skills and Experiences: Education: Undergraduate studies in a related field. Certification, licensing and functionally specific course work as required by the business unit desired. Experience: Five years of related experience including, but not limited to, customer service, relationship management, project management and relevant line management experience in an insurance or financial services environment. Knowledge, Abilities and Skills: Knowledge of marketing techniques and approaches, organizational change, facilitation and negotiation and project management. Strong interpersonal, communication and facilitation skills. Proven working knowledge of products, services and processes of the related business unit. Ability to develop and maintain strong collaborative relationships with business unit and client. Must be able to lead multiple tasks and projects. Must have the ability to evaluate and recommend problem resolutions. Job Conditions: Overtime Eligibility: Exempt (Not eligible) Working Conditions: Normal office conditions. Occasional travel. Non-standard or extended work may be required based on project needs. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Relationship Consultant : $87,000.00-$162,000.00The expected starting salary range for Relationship Consultant : $87,000.00 - $131,000.00
    $87k-162k yearly Auto-Apply 4d ago
  • Senior Consultant Global Third Party Management TPRM

    Metlife, Inc. 4.4company rating

    Management consultant job at MetLife

    The Team You Will Join The Global Third Party Management (TPM) team is responsible for capturing and managing the aggregate risk that MetLife undertakes through its third party relationships. This work is critical for complying with multiple government regulations and for protecting MetLife's customers and brand reputation. As part of its modernization efforts, the Third Party Management team recently transformed how vendor risk is measured, tracked, and mitigated, and also migrated the workflow to a new SaaS platform. Location: Must live within a commutable distance of the Cary, NC, office Hybrid in office 3 days a week The Opportunity The TPM Sr. Consultant will be responsible for providing daily operational oversight of the third party risk management (TPRM) activities. The role will become the key subject matter expert and an escalation point, addressing issues from business associates, vendors, risk partners and other stakeholders who are participating in the third-party risk management process. With special focus on the US region, this role will oversee the work of the Third Party Risk Management (TPRM) Support Team based out of India and become the regional TPRM representative on the global forum. The TPM Sr. Consultant will report to the Director of Third Party Management and be accountable for achieving operational targets within the US, assuring full transparency on program changes, enhancements and performance. How You'll Help Us Build a Confident Future (Key Responsibilities) * Serve as a subject matter expert for how MetLife manages the third party risk for US employees and stakeholders * Support confidential and high priority requests to ensure comprehensive risk reviews are completed without disrupting business operations or strategic initiatives * Engage with risk partners and other internal stakeholders to drive continuous improvement and improved efficiency * Collaborate with other regional TPRM teams to ensure consistent experience and rigor to all third party engagements * Track performance metrics to monitor the process performance and effectiveness * Identify and champion enhancements to improve the TPRM user experience What You Need to Succeed (Required Qualifications) * 7+ years of hands-on experience in third party management, operational risk, and/or procurement organizations * Demonstrated success in leading multi-region programs and projects with operational impacts * Experience in owning operating metrics related to delivery time, quality thresholds, and/or customer satisfaction * Strategic mindset with an ability to balance risk and velocity * Change agent with proven ability to drive execution * Interpersonal skills to build relationships and influence partners * Analytical and process skills with ability to interpret and utilize data to make decisions * Strong communication skills What Can Give You an Edge (Additional Skills) * 3+ years of experience at an insurance company or other financial services firm * Knowledge of general risk and issue management frameworks * Experience working with stakeholders at all levels * Familiarity with TPRM platforms (Aravo, ServiceNow, OneTrust and/or other) Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $91,400 - $121,900. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. $91,400 - $121,900
    $91.4k-121.9k yearly 18d ago
  • Private Wealth Consultant

    Massmutual Financial Group 4.3company rating

    Charlotte, NC jobs

    The Opportunity MassMutual Private Wealth is dedicated to delivering sophisticated investment strategies, estate planning solutions, and concierge-level services tailored to the unique needs of high-net-worth clients. Our mission is to empower financial advisors to deepen relationships with affluent clients by providing advanced planning and private wealth solutions that go beyond traditional offerings. As a Private Wealth Consultant, you will play a pivotal role in supporting advisors through business development, proposal generation, and client onboarding within the private wealth segment. You'll partner closely with MassMutual's Wealth Management Business Development team to position advisors for success in the evolving private wealth marketplace. The Team This role is critical to driving growth and positioning advisors as trusted partners for affluent clients. As part of a dynamic sales team, you will act as an internal wholesaler, delivering a differentiated new-business experience and helping advisors navigate complex planning scenarios. You'll collaborate with experts in investment, tax, and estate planning to create integrated solutions that address the challenges of concentrated wealth, generational planning, and liquidity strategies. At the core of this offering is helping advisors deliver exceptional outcomes for their most valued clients. The Impact The Private Wealth Consultant is responsible for delivering comprehensive trust, investment, and private wealth solutions tailored to the sophisticated needs of high-net-worth clients. This role focuses on driving sales growth within an assigned territory while serving as a strategic resource for advisors and clients. In this role, you will: * Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning. Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships. * Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes. * Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience. * Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory. * Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience. * Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share. * Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence. * Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management. * Share real-time market insights with internal stakeholders to inform product development and distribution strategies. * Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions. * Create and deliver compelling proposals and presentations tailored to the unique needs of clients. The Minimum Qualifications * 5+ years of consulting, portfolio or sales experience with investment management and trust services * Ability to travel 50% - 70% as required * FINRA Series 7 and Series 63 at time of application The Ideal Qualifications * Previous sales experience through an intermediary or financial advisor channel * Exceptional communication and presentation skills * Extensive experience with complex investment, estate planning, financial planning, trust and private client solutions tailored to the high-net-worth market segment * CFA, CIMA, CTFA, ChFC or CFP designations What to Expect as Part of MassMutual and the Team * Regular meetings with the Private Wealth Consulting Team * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-SB1 Salary Range: $144,800-$190,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $58k-82k yearly est. Auto-Apply 5d ago

Learn more about MetLife jobs

View all jobs