National Exchange Bank & Trust Remote jobs - 126 jobs
FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide
Northwestern Mutual 4.5
Wisconsin jobs
Primary Duties and Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$21.35
Pay Range - End:
$32.02
Geographic Specific Pay Structure:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$21.4 hourly Auto-Apply 60d+ ago
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Paid Social Marketing Manager
Recovery.com 4.0
Madison, WI jobs
Job DescriptionDescription:
We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere-and social media is one of our most powerful tools for reaching those in need. We're hiring a Paid Social Marketing Manager to own and scale our efforts across all paid social channels. You'll be the go-to expert on campaign execution, creative testing, and audience targeting on platforms like Meta, TikTok, and Reddit.
You'll be responsible for launching and optimizing paid social campaigns that drive qualified traffic and measurable results, while working closely with cross-functional teams to ensure we deliver authentic, effective creative at scale. This role plays a critical part in helping people discover Recovery.com when they need it most.
Work Location
Madison, WI
How you know you're being successful
Paid social campaigns consistently meet or exceed performance and ROI goals
Creative testing frameworks and creator partnerships drive continuous improvement and learning
Key stakeholders feel confident in channel strategy and social media outcomes
We'll expect you to do things like these
Own and manage paid social campaigns across Meta, TikTok, Reddit, Pinterest, X and other emerging platforms
Launch and optimize campaigns focused on driving qualified traffic and engagement
Partner with content and design teams to produce high-performing ad creatives that reflect our brand and mission
Partner with the Social Media Manager on creator partnerships and a commenting strategy for social ads
Build and execute creative testing plans to maximize performance and uncover insights
Develop audience targeting strategies that reach individuals and families seeking recovery support and treatment
Monitor campaign performance and identify opportunities for optimization and scale
Report regularly on performance metrics, insights, and learnings
Collaborate with cross-functional partners including data and product to maximize campaign impact
Required Qualifications
5+ years of experience managing paid social campaigns in high-growth environments
Demonstrated ability to scale campaigns and achieve performance targets across Meta, TikTok, and other social platforms
Strong understanding of performance marketing KPIs and optimization strategies
Experience managing creative strategy for paid social
What we think will improve your chances of success
Bias toward action and thrive in fast-paced, cross-functional environments
Experience in the behavioral healthcare industry
Comfort with analytics tools like Amplitude, Heap or Looker
Ability to translate campaign data into clear recommendations
Familiarity with ad compliance requirements and technology in sensitive or regulated categories
Travel Expectations
Twice a year for company gatherings. Occasional travel for conferences where appropriate.
Compensation
The base salary range for this position is $100,000-$120,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $108,823-$128,823.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
$108.8k-128.8k yearly 14d ago
Territroy Sales Representative
Arrow Financial Business 3.9
Green Bay, WI jobs
Benefits:
Bonus based on performance
Opportunity for advancement
Training & development
Flexible schedule
Stock options plan
We're on a mission to empower our clients while providing ambitious professionals the platform to achieve remarkable personal and career growth. As we expand into new local markets, we're seeking driven individuals who crave income control, career advancement, and the chance to make a tangible impact.
Position Overview:
As a Senior Outside Sales Representative, you'll embark on a dynamic journey through our comprehensive training program, combining online courses, hands-on field experience, and personalized mentorship. With the support of seasoned field trainers, you'll quickly master sales cycles, from initial outreach to closing deals, honing advanced techniques along the way. Sales experience is welcomed but not required; what matters most is your drive and eagerness to succeed.
In this role, you'll own your local territory, connecting with small to medium-sized businesses across diverse industries. Whether conducting in-person meetings with decision-makers or delivering impactful group presentations, you'll have the autonomy to build relationships, solve problems, and achieve exceptional results.
Core Responsibilities:
Leverage our customized CRM systems to identify leads, track progress, and build lasting client relationships while expanding your professional network.
Seek out key decision makers to build trusted relationships.
Respond promptly to client inquiries, ensuring clear communication through phone, email, or text.
Schedule and conduct meetings with potential and existing clients to assess their insurance needs.
Engage in regular check-ins with your sales manager and team to share insights and refine strategies.
Proactively visit new businesses, cultivate relationships, and follow up on referral leads while ensuring consistent client service.
Build and manage a robust client portfolio with a focus on long-term partnerships.
Collaborate with leadership to set ambitious monthly and quarterly sales goals, tracking your progress and celebrating milestones.
Design your weekly schedule and commit to your plan, reporting activities and results to your manager.
Maintain consistent daily work stats and sales activities.
What We're Looking For:
Exceptional interpersonal skills with a talent for making authentic connections.
Unwavering ambition, resilience, and a passion for delivering results - whether in sales, sports, or leadership roles.
Clear personal goals, a winning mindset, and a relentless drive to exceed expectations.
Quick thinking, sharp situational awareness, and the ability to thrive under pressure.
Hunger for continuous learning and development, coupled with strong time management skills and the ability to work independently.
Backgrounds in competitive sports, coaching, or other performance-driven environments often translate to top performers in this role.
Additional Qualifications:
Active Driver's License and reliable transportation.
Active Health & Life Insurance Producer license in your resident state (or willingness to obtain with provided support).
Bachelor's degree or minimum of 4 years post-high school work experience (candidates nearing degree completion or with relevant sales/athletic experience will be considered).
What We Offer:
Comprehensive classroom and field training, setting you up for long-term success.
Competitive weekly pay plus uncapped commissions with a short sales cycle
Performance-driven incentives, including monthly cash bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions.
Clear performance-based promotion paths, ensuring your hard work and achievements are always recognized.
Flexible work from home options available.
Compensation: $75,000.00 - $120,000.00 per year
$75k-120k yearly Auto-Apply 60d+ ago
Regulatory and Risk Business Process Consultant - Hybrid
Northwestern Mutual 4.5
Milwaukee, WI jobs
As a Business Process Consultant, you'll be called upon to think strategically. You'll work across functions and/or departments to understand the needs of the business, facilitating relationships between business clients and technical resources. With a focus on addressing business processes and the underlying systems that support those processes, you will identify options, work to gain consensus on approach, develop requirements and related business rules, and work closely with business unit and technology subject matter experts to implement solutions for solving complex business challenges. Confident, persuasive, and persistent, you will negotiate and communicate with business clients, vendors, and field-based employees to ensure expectations are managed and critical objectives are addressed. Upon solution implementation, you will drive organizational change management activities to promote adoption of the change and minimize impact to people and processes.
Primary Duties and Responsibilities
* Accountable for identifying, understanding and documenting the current state, opportunities for improvement and future state business processes in order to meet business objectives. Includes problem definition, cost benefit analysis and options analysis. Scope of efforts may cross departments and/or business functions.
* Accountable for eliciting, analyzing, representing and validating complex business needs to create requirements in order to achieve business objectives. Identifies options and negotiates to achieve consensus in order to meet enterprise business needs.
* Accountable to provide consultation for the most complex issues. Coordinates the resolution of multiple issues and/or solution work-arounds in order to keep the operation functioning or respond to service requests. Negotiates and communicates with business clients, vendors, field and leadership to develop strong relationships to ensure objectives are addressed and expectations are managed.
* Accountable for planning, prioritizing and coordinating future efforts in order to meet business objectives. Efforts may include support, enhancements and small or large projects.
* Accountable for identifying and managing client acceptance testing, training and communication needs in order to ensure successful implementations.
* Accountable for managing organizational change management activities in order to promote adoption of the change and minimize impacts to people and processes.
* Accountable for leading, coaching and mentoring other staff members in order to ensure quality deliverables.
* Accountable for providing information and analysis for the business including ad-hoc reporting and measures and metrics in order to support the business decision making process.
Qualifications
* Bachelor's degree with an emphasis in MIS, Business or related field; or related work experience beyond the minimum required
* Six or more years of experience/knowledge of business operations/processes to include analysis, design, documentation, using industry best practices and standards
* Demonstrated flexibility to adjust to changing business needs by effectively managing and prioritizing large or complex concurrent assignments
* Proven ability to identify and cultivate relationships with key stakeholders representing a broad range of functions and levels.
* Proven ability to negotiate skillfully in difficult situations with both internal and external groups to include settling differences
* Excellent communication skills focused on facilitation of meetings; ability to deliver informative, well-organized documentation and presentations and ability to effectively communicate in difficult and sensitive situations
* Knowledgeable in current policies, practices, and ability to anticipate future trends affecting the business unit from a systems and process perspective
Skills You Have (NM Behaviors)
* Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
* Technical and Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies.
* Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
* Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
* Program Management: Oversees and is responsible for the realization of larger workstream goals and manages activities that span across the program. Understands technical aspects of the program, defines scope, develops schedules, and manages resourcing, risks, and dependencies to deliver successful outcomes.
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 23d ago
Director of Performance Marketing
Recovery.com 4.0
Madison, WI jobs
Job DescriptionDescription:
We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere. To get there, we need to ensure our key audiences-patients seeking care, their loved ones, professionals who refer people to treatment-know who we are and trust that we can help them find the right treatment and resources.
As Director of Performance Marketing, you'll play a critical role in advancing that mission by driving high-quality traffic to our platform through high-performing paid channels. Your work will help more people discover treatment options at the moment they need them most. You'll own and scale our paid media strategy, lead creative and channel innovation, and collaborate cross-functionally to ensure we're reaching the right people with the right message at the right time.
Work Location
Madison, WI
How you know you're being successful
Paid marketing campaigns consistently meet or exceed ROI and quality targets across core and emerging channels
New channel tests are launched and evaluated regularly, with high-performing opportunities scaled quickly
Stakeholders are confident in our paid media investment strategy and outcomes
We'll expect you to do things like these
Own marketing budget allocation and make data-backed decisions on spend across channels
Manage, optimize and scale paid campaigns across Google Ads, programmatic, and native advertising platforms
Partner with the Paid Social Marketing Manager to grow paid social as a performance channel.
Design and execute creative testing frameworks that drive incremental performance
Identify and test new and emerging paid media channels-such as connected TV (CTV)-that show strong promise against ROI and traffic quality goals
Build and refine audience targeting strategies to reach individuals, families, and professionals searching for treatment
Analyze campaign performance using tools like Amplitude to surface actionable insights and guide strategy
Develop marketing analytics capabilities to improve understanding of long-term metrics like audience LTV
Collaborate with product and external partners to improve our attribution capabilities
Work closely with the Ad Operations team to ensure we're delivering performance, value, and reporting that supports advertising partner success
Collaborate cross-functionally with content, design, engineering, and data teams to support paid initiatives
Required Qualifications
10+ years of experience managing performance-based paid media campaigns
Strong track record owning paid media budgets and scaling channels to hit ROI and traffic quality goals
Expertise in Google Ads
Proficiency in Meta and native/programmatic platforms, with hands-on experience
Familiarity with analytics platforms like Amplitude to evaluate user behavior and campaign outcomes
What we think will improve your chances of success
Experience using StackAdapt or similar programmatic platforms
Experience working in a fast-paced startup or growth environment
Ability to manage agency relationships and vendor evaluations
Demonstrated comfort with high levels of ownership and accountability
Excellent communicator with strong presentation and stakeholder management skills
Deep understanding of marketplace business models and performance dynamics
Experience leading and developing high performing teams
Travel Expectations
Twice a year for company gatherings. Occasional travel for conferences where appropriate.
Compensation
The base salary range for this position is $135,000-$175,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $143,823-$183,823.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
$50k-69k yearly est. 14d ago
Bookkeeper Manager
MBE CPAs 4.0
Portage, WI jobs
Job Description
What's the role?
Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes:
Providing full charge bookkeeping services to multiple clients using QuickBooks.
Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements.
Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis.
Supporting the client by providing a catch-up of the year's financial activity to produce the tax return.
Managing a book of business and delegating work to other CAS team members.
What experience and skills do I need to be successful?
3+ years in a similar role within a public accounting firm.
Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience.
Knowledge of generally accepted principles of accounting.
Intermediate to advanced skills in QuickBooks software.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:
Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience.
Relocation packages include the ability to work remotely during the transition to the area.
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
$39k-54k yearly est. 12d ago
Benefits and Leave Specialist - Onalaska, WI
Altra Federal Credit Union 3.8
Onalaska, WI jobs
Altra Federal Credit Union is looking to add a Benefits and Leave Specialist to their Human Resources department. Passionate about benefits administration, leave management, and driving impactful HR projects? This is your chance to make an impact!
What You'll Do
Serve as the main contact for employee benefits and leave requests.
Conduct benefit orientations and manage enrollment deadlines.
Maintain HR Benefits Administration system.
Assist with benefit functions, including material preparation and communications.
Manage the annual open enrollment process.
Assist in the administration of COBRA and ACA regulations.
Manage Altra's leave administration, including FMLA, short-term disability, and long-term disability. This includes paperwork, eligibility, and communication.
Maintain accurate records of benefit and leave documentation. Ensure confidentiality of employee health situations.
Ensure accuracy of benefit enrollment data by auditing enrollment and payroll records, reconciling invoices, and maintaining documentation of changes.
Assist with annual audits and reports.
Serve as backup for wellness initiatives, payroll, and HRIS reporting.
Assist HR staff with other duties as needed.
Qualifications:
Minimum three years of benefits administration and one year of leave of absence experience is required.
Associates degree or higher in Human Resources or related field.
Demonstrated ability to maintain a high level of attention to detail and accuracy.
Strong administrative skills with a good knowledge of grammar, punctuation, and office etiquette.
Excellent interpersonal skills and ability to work with staff at all levels.
Strong computer skills, including the Microsoft Office package (Outlook, Teams, Word, Excel, and PowerPoint). Good math skills.
Good organizational, planning and time management skills.
SHRM-CP or PHR are preferred but not required.
Availability:
This is an hourly, full-time position. The schedule is 40 hours per week, Monday through Friday.
Working hours are 8:00AM to 5:00PM. There may be times to where working outside of these hours is necessary.
Must have the ability to travel locally (WI and MN) and nationally (TN and TX) as needed.
Work Environment:
This position will be located at Altra's Operations Center in Onalaska, WI.
Work from home/hybrid work opportunities are available after 3-6 months with manager approval.
This position is mostly sedentary, working at a desk the majority of the day. You may be required to occasionally lift, push, or pull up to 25 pounds.
Why join the Altra team?
Competitive starting hourly pay, based on previous experience
When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing the language exam.
Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options.
Up to a 6% Employer-matched 401(k) + additional 3% employer contribution.
Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years!
Paid time off, volunteer time off, paid holidays, and your birthday off (paid)!
Employee-only perks and discounts.
Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life!
We support diversity in the workplace and are an Equal Opportunity Employer. Come join our team, it's where
YOU
belong!
ExperienceRequired
Demonstrated ability to maintain a high level of attention to detail and accuracy.
Strong administrative skills with a good knowledge of grammar, punctuation, and office etiquette.
Excellent interpersonal skills and ability to work with staff at all levels.
Strong computer skills, including the Microsoft Office package (Outlook, Teams, Word, Excel, and PowerPoint). Good math skills.
Good organizational, planning and time management skills.
Preferred
SHRM-CP or PHR are preferred but not required.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$43k-54k yearly est. 7d ago
Remote
GFI 4.9
Madison, WI jobs
***ATTENTION ***
---This is for a REMOTE or HYBRID part-time/full-time opportunity
---You MUST live and work in the United States to be considered for this opportunity
---PLEASE do NOT apply for this opportunity if you do NOT live and work in the United States
---This is also a CONTRACTED opportunity and is not an hourly position
We are a financial services staffing company now hiring for opportunities with Global Financial Impact (GFI).
About GFI:
*********************************
Thank you for your interest in becoming a financial professional with, Global Financial Impact (GFI). GFI is the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference. *WATCH THIS VIDEO*
As a Financial Professional, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones.
We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission-based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing along with the flexibility to work remotely and set your own hours. This allows you to work around your existing commitments and responsibilities.
Although no direct experience in finance is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people's lives!
QUALIFICATIONS:
Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude
Capable of multi-tasking, prioritizing, and managing time efficiently
Both Remote & Hybrid Options Available | Online tools and training are provided in-house.
Must pass a background check (NO FELONIES)
Must be able to LEGALLY work in and reside in the UNITED STATES
If your qualifications seem like a strong fit for the position, we will reach out to you to provide
information on the next steps in the Selection Process!
All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.
$32k-39k yearly est. 60d+ ago
Senior Business Program Manager (hybrid)
Northwestern Mutual 4.5
Milwaukee, WI jobs
Accountable for the design, development and implementation of home office leader development programming and experiences from new leader to executive leadership, including development of high potential talent, to enable leaders to achieve success in their current leadership role and prepare them for advancement to higher levels of leadership in the future.
Primary Duties & Responsibilities:
Designing, development and testing of leadership program initiatives in support of broader field leadership strategy. Programs to include live, virtual and self-paced learning.
Ensures coordination of large-scale leader development programs including partnering with field learning and development and events to ensure programming, logistics and coordination are aligned with program objectives as defined by role.
Ensures all leadership programs support and align to our NM strategy and leadership behavior model.
Maintain, evolve and teach NM's leadership model, enlisting leaders to develop and then coach/role model the needed capabilities to realize vision.
Facilitates collaborative process with home office stakeholders, subject matter experts, target audience members, and leaders to identify critical outcomes and measurement strategy.
Conceptualizes, storyboards and gains agreement on the big picture of the program and how leaders will benefit personally, professionally as well as their businesses.
Documents instructional strategy and curriculum components required to achieve desired outcomes, including performance support strategies.
Develops and/or sources content and facilitates reuse between formal learning and performance support on-the-job.
Works across Career Distribution to ensure effective implementation of leader development programs. Advance leadership programs to align to competencies and growth goals.
Establishes leadership metrics and leverages them to report business results and secure support to further develop and evolve leadership programs to ensure relevance and contemporary learning experiences.
Leverages retention tools to further support leadership development.
Keeps abreast of industry-wide innovations and thought leaders.
Mentors, advises, informs and consults members of Distribution Performance teams on expectations of leadership development programming including their roles in reinforcing content and programming.
Manage vendor relationships with outside vendors supporting field leadership development.
Qualifications:
Bachelor's degree in Business Administration or related field, or an equivalent combination of education and work experience.
Minimum of 5 years professional experience with 3+ years in leadership development or other related HR field.
Demonstrated ability to identify or anticipate future trends and appropriately within NM.
Ability to create, innovate, consult, market, and implement.
Excellent facilitation experience to include integrating staff from various functions, leading and influencing others who are not under direct control.
A demonstrated high level of consulting, influencing and decision-making skills including extensive experience in consulting methods, tools and technologies focused on leadership talent management.
Demonstrated ability to take an idea from conception to successful and sustainable execution including leading all phases of project or program development, design, implementation including ongoing delivery management.
Strong organizational and project management skills with an ability to lead, manage, and collaborate in multiple and diverse projects.
Strong communication skills (oral and written) with an ability to provide individual and group feedback, make presentations and create written reports.
Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the Home Office and Field, as well as external audiences.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals, and accepting responsibility for results.
#LI-Hybrid
Compensation Range:
Pay Range - Start:
$84,350.00
Pay Range - End:
$156,650.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day - from curating a unique travel or lifestyle experience to helping them with their everyday needs. And you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually
**Your duties may include but are not limited to:**
+ Deliver world-class customer service, by explaining our related benefits and responding to customer inquiries and concerns over the phone
+ Establish a good liaison with our client's customers while providing quotes or enrolling in various products
+ Document necessary information, such as claim details, customer's change of details, and other pertinent information
+ Build meaningful relationships with our customers through a customer first approach, which would entail understanding their situation and needs, answering questions, and ensuring each customer knows American Express has their back.
+ Enhance our customers' experience through personalized service, active listening and effective problem solving, while consistently treating customers with a high level of respect
+ Follow underwriting, Compliance and Regulatory requirements and corporate policies
+ Track and monitor personal results to meet key performance goals to achieve productivity goals and comply with all regulatory requirements
+ Navigate computer systems and applications to service our customers, and enable them to get the most from our online platform
+ Manage other production related activities, such as complaints and escalations
+ Handle inbound calls for multiple products with no prospecting or cold calling
+ Complete mandatory licensure continuing education and other training sessions as appropriate
+ Remain positioned and well informed of changes implemented that affect your work
**Skills/Qualifications:**
+ Florida applicants must possess a Resident General Lines Producer insurance license (2-20) OR have an active, Resident Personal Lines license (20-44) for 1 years
+ Arizona applicants must possess Resident Producer Property and Casualty as well as Accident and Health licenses.
+ Ability to become appointed/licensed as a non-resident agent in all applicable states
+ English language fluency required
+ High school diploma or GED
+ Solid computer, grammar, and multi-tasking skills
+ Relationship builder who has passion for delivering exceptional service
+ Excellent verbal, written and interpersonal communication skills Strong customer service skills and the ability to de-escalate customer situations
+ Demonstrates personal excellence by remaining positive in difficult situations
+ Self-confident, optimistic and supports a team environment
+ Critical, analytical, and forward thinking when problem-solving, and must possess exceptional time management, organizational, and active listening skills
+ Quick learner, who possesses the ability and resiliency to work in a fast-paced and dynamic environment, where multi-tasking, changing priorities, and use of multiple systems is part of the daily expectations
+ Ability to demonstrate initiative with minimal supervision to drive results
+ Superior level of accuracy and attention to detail
+ Strong proficiency in PC skills, including MS Word and Excel
**Must be flexible to work any schedule/hours within the hours of operation, to support our servicing levels:**
+ Monday-Friday: 8:00am - 9:00pm ET
+ Saturday-Sunday: 10:00 am-6:30pmET
+ Primary Location: Sunrise Florida / Phoenix, AZ
+ Organization: Global Services
+ Schedule: Full-time
+ Job Band 25
**Qualifications**
Salary Range: $20.00 to $38.45 hourly bonus benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions
**Job:** Customer Service
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26000361
$46k-61k yearly est. 17d ago
Underwriting Consultant - Remote.
Northwestern Mutual 4.5
Wisconsin jobs
Life Insurance Signature / Authority Limits
$5M Signature / $7.5M Authority
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities
Field & Client Experience.
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal.
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with occasional guidance, as needed.
Uses advanced UW knowledge and expertise to provide the appropriate level of underwriting skill and mentoring to UWs .
Uses advanced skills to review applications and adheres to underwriting standards.
Solves complex problems and escalations.
Advanced level of experience with NM product types and changes
Models change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Proficient with Reinsurance programs and able to determine where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made.
Provides active case and requirement management and provides customized service with guidance.
Demonstrates advanced ability to communicate & negotiate with Field Partners to explain modified or declined decisions & assist in policy placement.
Provides advanced financial, medical, and lay underwriting assessments and offers innovative solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.)
Collaborates with medical directors and technical staff.
Responsible for adherence to procedures and regulatory processes .
Understands and meets all quality, service, and production goals .
Partners with Underwriting Support for case management.
Cross-Functional leadership.
Subject matter expert in product process w/collaboration w/functional partners and participates in projects and department initiatives.
Collaborates and designs P3 curriculum with L&D/Tech Team .
Qualifications
A bachelor's degree preferred or demonstrated consistent success in prior Underwriting role as evidence by satisfactory case management and quality review.
Minimum of 5 years of underwriting experience.
Analytical skills with an established record to make independent decisions on complex cases and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
A high degree of organization and the ability to establish priorities and meet deadlines.
Demonstrated strong leadership skills and a high degree of self-motivation and initiative to lead projects or committees.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$76.7k-163.7k yearly Auto-Apply 60d+ ago
Lead Program Management Regulatory and Risk - Hybrid
Northwestern Mutual 4.5
Milwaukee, WI jobs
Provides highest level of program/portfolio management expertise and consultation to the business in order to meet department, cross-department and enterprise-wide goals. Plans, monitors and manages internal regulatory and risk programs from initiation through rollout and ongoing program management. Accountable for aligning one or more large, complex business programs consisting of multiple efforts and/or programs supporting strategic corporate initiatives.
Program Management includes managing multiple different projects within a program / portfolio which incorporate multiple larger initiatives and overseeing programs / portfolios and initiatives which are ongoing.
Primary Duties & Responsibilities:
* Independently leads large, complex, and multi-faceted programs or portfolios. Responsible for managing scope, risk, business value, schedule and budget.
* Defines, maintains, and revises program objectives and deliverables; accountable for defining the program structure and creating a single, unified plan to deliver on program objectives. Manages programs to ensure appropriate allocation of resources according to program objectives, specifications, deliverables, and changes.
* Accountable for building and motivating team members and influencing them to take positive action and accountability for their assigned work. Accountable for identifying and resolving issues and conflicts within the team at a portfolio/program level.
* Drives for clarity on program objectives, priorities, and measures. Develops solutions/recommendations to unique and complex problems and ensures program solutions are consistent with organizational objectives. Identifies, assess, and mitigates program risks and issues and removes impediments.
* Develops strong relationships with business clients to manage program delivery expectations and implementation. Manages the resources and vendors assigned to program by verifying progress and removing obstacles.
* Makes connections across teams and workstreams to drive identification and facilitation of inter-dependencies.
* Responsible for gathering and delivering metrics required by the program. Uses data to make successes and challenges visible, and to drive insights and action plans to continually adjust and pursue program goals. Leveraging tools and techniques to enable end-to-end value delivery and the best ongoing rollout and ongoing experience.
* Applies extensive business acumen in depth and breadth of industry, and company initiatives, products complexities, in order to incorporate knowledge into program objectives.
* Uses extensive knowledge of program management and business requirements to understand the key business drivers as they relate to the programs. Conduct complex analysis to identify scope and nature of program deliverables; programs are intended to solve a department or business need.
Qualifications:
* Bachelor's Degree with an emphasis in, Business, Project Management or related field preferred OR a significant amount of directly-related work experience beyond the minimum required for the position
* Minimum 7 years of related experience; diverse project or program management experience to include analysis, design, documentation, project/support management.
* Ability to work with general direction to scope, plan and manage cross-department or multi-department programs
* Demonstrated ability to lead and manage large and highly complex assignments including those with enterprise-wide impact.
* Ability to prioritize work and handle multiple tasks simultaneously, work under pressure and meet tight deadlines.
* Seen as a team player and is supportive of group decisions and ideas.
* Written and oral communications skills with the ability to build rapport within the company, field and /or outside vendors.
* High degree of personal initiative and motivation.
* Degree with a project management emphasis or PMI certification preferred
* FINRA registration preferred
* Experience with project methodology through project life cycle phases
Skills You Have (NM Behaviors)
* Program Management: Oversees and is responsible for the realization of larger workstream goals and manages activities that span across the program. Understands technical aspects of the program, defines scope, develops schedules, and manages resourcing, risks, and dependencies to deliver successful outcomes.
* Stakeholder Relationships: Organizes, influences, monitors, and improves relationships with key stakeholders; systematically identifies stakeholders and analyzes their needs and expectations to support in planning and decision making while implementing various tasks to engage with them.
* Analytical Thinking: Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
* Business Acumen: Applies knowledge of both general and organization-specific business issues/financial implications for the organization to problem solve.
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
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.
$92.8k-172.3k yearly Auto-Apply 23d ago
Ascent Senior Trust Officer
U.S. Bank 4.6
Madison, WI jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
Basic Qualifications
Bachelor's degree, or equivalent work experience
10 or more years of experience in Trust administration
Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
Preferred Skills/Experience
Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts
Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
Strong project and information management skills
Strong organizational, analytical and problem-solving skills
Basic leadership and team-building skills
Excellent interpersonal, verbal and communication skills
Well-developed customer service/relations skills
Preferred Location
Remote based in Madison, Wisconsin Market
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$111.6k-131.3k yearly Auto-Apply 1d ago
Loan Processor - Hybrid!
First Business Bank 4.2
Madison, WI jobs
at First Business Bank
Join the growing team at First Business Bank as a
Loan Processor - Hybrid!
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Prepare loan payoff statements
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.
The Mortgage Broker Sales Manager is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within an assigned market. The Mortgage Broker Sales Manager is an officer-level position. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans. The Mortgage Broker Sales Manager is an officer-level position.
DUTIES & RESPONSIBILITIES
Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth.
Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence.
Manage the broker review and new broker presentation process.
Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements.
Update brokers on changes to bank programs via e-mail, telephone, and in-person visits.
Resolve conflicts between brokers and the bank.
Material participation in industry organizations such as the Wisconsin Mortgage Bankers Association to ensure bank visibility within the mortgage broker community.
Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships.
Responsible for supervision of sales support staff.
Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed.
Provide feedback to management regarding quality of service issues.
Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance.
Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits.
Attend functions at various broker locations. May require up to 75% local travel.
Conduct and complete additional assignments/projects as designated by management.
QUALIFICATIONS
High school diploma or equivalent required. Associate or Bachelor's degree preferred.
Minimum two years of experience in the field or related area.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Cold calling sales ability, with assertive, positive, and persistent style.
Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
Exposure to on-line banking systems a plus.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
This position requires regular travel by car to various locations throughout the Milwaukee market.
Occasional out-of-state travel may be required.
Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.
$75k-80k yearly Auto-Apply 1d ago
Trading Srvcs Sr Spec (S7/63) - Hybrid
Northwestern Mutual 4.5
Franklin, WI jobs
Job SummaryThe Trading Services Senior Specialist provides day‑to‑day trade execution support and investment guidance to clients and Registered Financial Representatives. Operating within Northwestern Mutual, Northwestern Mutual Investment Services (NMIS), and the Wealth Management Company (WMC), this role executes and supports equity, fixed income, and options transactions, ensures regulatory compliance, and delivers a high‑quality service experience on the trading desk.Primary Duties & ResponsibilitiesClient Advice & Portfolio Guidance
Determine customer financial needs, risk tolerance, suitability, and understanding of the securities markets; combine this with fact‑finders conducted by Financial Representatives, including portfolio analysis.
Based on market knowledge and customer objectives, counsel and educate clients on appropriate investments; recommend investments based on information gathered.
Establish credibility and build relationships to continuously assess client needs and make recommendations.
Keep informed of developments in the securities markets, using fundamental and/or technical research to arrive at sound and timely investment decisions on behalf of Northwestern Mutual clients.
Trading & Operations
Execute equity, fixed income (debt), and options transactions on behalf of Financial Representatives; ensure accurate processing and compliance with securities industry laws and regulations.
Review, process, and provide guidance to Financial Representatives on securities‑backed lines of credit (SBLOC), margin and options feature additions, worthless security removals, and corporate actions.
Compliance
Operate within all ethical and regulatory requirements of FINRA, the SEC, and the MSRB; adhere to SIPC membership requirements.
Maintain compliance with all NMIS policies, procedures, and standards.
QualificationsEducation & Experience
Bachelor's degree in business or a business‑related field.
Broad professional knowledge of the investment/retail brokerage industry and a variety of securities products, gained through 3-5 years in a retail brokerage sales capacity.
Licenses
Active FINRA Series 7 and Series 63 required.
Skills
Excellent written and oral communication skills.
Demonstrated ability to pay close attention to detail.
Thorough knowledge of FINRA and federal/state laws and regulations related to securities processing.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$57,260.00
Pay Range - End:
$106,340.00
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.
$57.3k-106.3k yearly Auto-Apply 3d ago
Global Lead Web Developer
Enerpac Tool Group 4.7
Milwaukee, WI jobs
ENERPAC TOOL GROUP - Who we are? Enerpac Tool Group Corp. is a premier industrial tools, services, technology, and solutions provider serving a broad and diverse set of customers and end markets for mission-critical applications in more than 100 countries. The Company makes complex, often hazardous jobs possible safely and efficiently. Enerpac Tool Group's businesses are global leaders in high pressure hydraulic tools, controlled force products, and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group common stock trades on the NYSE under the symbol EPAC.
For further information on Enerpac Tool Group and its businesses, visit the Company's website at ************************ .
Summary - basic function of the role
The Global Sr. Web Developer is responsible for hands-on development and technical leadership in executing Enerpac's e-commerce experiences and maintaining Enerpac web properties globally. This role, in partnership with the Sr. Manager, Global eCommerce Marketing, works with global stakeholders in Sales, Product, Commercial Marketing, and Marketing Communications to deliver a first-class web experience for distributors and end-users across the globe.
Work Schedule: Monday - Thursday, in office; Friday, optional work from home
Location: 648 N. Plankinton Ave., 4 th Floor
Milwaukee, WI 53203
This role is not eligible for sponsorship, now or in the future.
Job Duties and Responsibilities
Serve as the technical lead for web development by mentoring and upskilling developers on React and Kibo Commerce, improving consistency, quality, and delivery confidence across the team.
Execute front-end web development for Enerpac's global digital transformation initiatives, including end-user ecommerce, purchasing stores for distribution partners, and "brochure-ware" sites that digitize physical collateral into business web experiences.
Partner with eCommerce Manager to scope new website initiatives, translate business needs into technical requirements, and lead implementation to support evolving objectives.
Own and lead the development team in effectively and efficiently troubleshooting issues, prioritizing fixes, and delivering enhancements with minimal disruption.
Support campaign and advertising attribution by implementing and validating tracking scripts and tags to ensure accurate measurement and reporting.
Ensure all digital work is consistent with established brand guidelines, applying design standards and maintaining UI/UX quality across global properties.
Drive adherence to best practices in web development, including code quality, performance, accessibility, security, and maintainability in a cloud-hosted environment.
Coordinate effectively with back-end development resources (including offshore teams) to ensure smooth integrations, clear alignment of work assignments, and successful delivery of global digital initiatives.
Lead code reviews and provide actionable feedback on internal and external contributions to maintain engineering standards and reduce regressions.
Develop and maintain new and existing website functionality, ensuring scalable component patterns and reusable front-end solutions.
Support regular code deployments by preparing releases, validating changes, and coordinating post-deployment checks for production stability.
Manage external platform and integration support communications and work by documenting issues, coordinating troubleshooting, and tracking resolutions to closure.
Define, lead, and facilitate Development SCRUM meetings (standups, planning, refinement, retrospectives) to keep delivery on track and unblock the team as well as develops practices to ensure stable and safe code is deployed.
Skills and Competencies
Strong execution and organizational skills with the ability to deliver high-quality work in a fast-moving environment.
Effective interpersonal and written communication skills in an international business environment.
Ability to lead through influence across functional boundaries (Sales, Product, Marketing, MarCom, and technical teams).
Strong collaboration skills and a hands-on, solutions-oriented approach.
Ability to create project plans, technical documentation, and status reporting for local and global stakeholders.
Strong knowledge of web development standards and best practices in a cloud-hosted environment.
Education and Experience
Bachelor's degree in CIS
Extensive experience in front-end development and integrations (e.g. REST, GraphQL, etc...)
Experience developing on Kibo Commerce or equivalent platform that utilizes JSON, REST, REACT.
Experience delivering and optimizing performance of D2C and/or B2B e-commerce.
Experience establishing and applying best practices for web development and devops, including code quality, branching strategy, dev velocity, deployment discipline, performance, and maintainability.
Physical Demands
Employee may have to lift documents/work materials up to 30 pounds in weight. Employee may have to be able to walk/climb to a variety of primary work locations, including traveling by air/auto to remote sites. Position may require travel up to 50% of the time to support multiple global and regional facilities. Employee will need to listen, understand, and speak with team members in person, telephonically, and electronically at all levels within a diverse workforce and with supported organizations. Employee will need to assess the accuracy, neatness, and thoroughness of the work assigned. Employee can work in front of a personal computer and telephone for long periods of time. Will have repetitive motions that include the wrists, hands, and/or fingers.
Work Environment
Primary work environment is temperature-controlled office setting. Work environments may also include typical manufacturing environment, regional offices, factories, worksites, and customer locations on occasion, where following appropriate safety protocols at the location would be required. Employee will be exposed to low levels of noise in an office. Employee may be exposed to low or high temperatures while traveling.
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Direct Reports
N/A
Key External Contacts/Clients
Commercial Marketing
Product Managers
Global Marketing
Sales
EEO Statement
Enerpac is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable federal, state, and local laws. We are committed to creating an inclusive environment for all employees and applicants and encourage candidates of all backgrounds to apply.
If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please reach out to us at: *********************
If you're looking for a unique, exciting career with variety and potential for growth, Enerpac Tool Group offers challenges and rewards for people on a global scale.
#LI-BG1
$93k-114k yearly est. 6d ago
Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)
Capital One 4.7
Madison, WI jobs
Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish.
Key Responsibilities Include:
+ Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping
+ Integrate Capital One Ad Solution's products and services with our merchant partners
+ Leverage data and analytical methodologies to optimize and grow your book of business
+ Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions
+ Work with Product, Revenue Management, and other key stakeholders to help drive our business
+ Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus
+ Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams
+ Demonstrated success leveraging data, analytical and communication skills
+ Create and deliver executive level decks & materials
+ Travel onsite for merchant visits and/or industry conferences
An ideal candidate will possess:
+ Strong strategic, analytical, and data-analysis skills
+ Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions
+ Excellent communication skills, both written and verbal
+ Experience in identifying, creating, and building strategies to achieve organizational objectives
+ Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners
+ Experience partnering on and creating product roadmaps
+ A strong deference to team culture, collaboration, and open communication
+ Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns
+ Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices
Basic Qualifications:
+ At least 12 years of experience in a strategic client facing sales or account management roles
+ At least 8 years of experience reviewing or analyzing data
Preferred Qualifications:
+ Bachelor's Degreee
+ 10+ years of affiliate, enterprise sales or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Proven track record of managing, selling, and developing relationships with Strategic Merchants
+ Experience managing technical sales and integrations
+ Demonstrated success selling and managing merchants on sophisticated ad platforms
+ Strong data, analytical and communication skills
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$181.8k-207.5k yearly 58d ago
Investment Consultant
City National Bank 4.9
Madison, WI jobs
*ABOUT US* RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
*INVESTMENT CONSULTANT - Remote based in CO*
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Lead Data Analyst - Hybrid
Northwestern Mutual 4.5
Milwaukee, WI jobs
The Lead Data Analyst within Sales Enablement is responsible for leveraging advanced analytics to empower the sales organization with actionable insights and data-driven strategies. This role leads complex quantitative and qualitative analysis to identify patterns, trends, and opportunities that optimize sales processes and performance. As a strategic partner to senior leaders and business stakeholders, you will deliver impactful dashboards, forecasts, and recommendations that enhance decision-making and drive revenue growth. With deep expertise in data modeling and visualization, you will champion best practices, foster innovation, and collaborate across teams to strengthen sales enablement capabilities and support organizational success.
Primary Duties & Responsibilities:
Leads expert level quantitative and qualitative data analysis and reporting of patterns, insights, and trends to decision-makers in order to drive business decisions and address business questions
Creates and is accountable for high quality, value driven work that drives business outcomes; places the user in the center of decision making; and collaborates with team for speed, agility and innovation in work
Delivers results to Business Clients and Sr. Dept Leaders
Delivers results, insights and recommendations (written, verbal, presentations, etc) to business audience to support business decisions
Produce actionable reports that show key performance indicators, identify areas of improvement into current operations, display root cause analysis of problems, and recommend solutions
Deep expertise in a least one business area or domain, with a broad understanding of the business and domains surrounding the main focus. Ability to articulate this knowledge as an expert at the enterprise level and may be called on to provide insight at the senior leadership level to provide detailed analysis.
Seeks to understand business process, user tasks, and as necessary, captures refined process documents
Shares best practices with peers through coaching and mentoring around core methodologies, patterns, standards and processes. Contribute to the development there of.
Takes initiatives to design and develop deliverables based on interpretation of findings and business client needs on a wide range of highly complex analytical topics
Provides consultation to business clients (including senior leaders) and participates in enterprise-wide teams to address business issues
Contributes to the growth & development of the NMDSI, to foster internal and external partnership
Identifies & captures business requirements, develops KPI frameworks
Perform business use case opportunity identification & sizing
Regularly applies new perspectives, creative problem solving, and inter-departmental connections to improve enterprise analytical capabilities
Actively promote learning & curiosity.
Access, gather, and analyze data from multiple internal and external sources to drive insights into complex business problems, decisions, and performance. Creates and produces forecasts, reports, dashboards, etc. to tell a story through data
Leads the creation of forecasts, recommendations and strategic/tactical plans based on business data and market knowledge. Utilizes analytics and metrics to improve processes and provide data-driven forecasts that impact the business (costs, risks, etc).
Leads value driven work that drives business outcomes; places the user in the center of decision making; and collaborates with team for speed, agility and innovation in work.
Qualifications:
Master's degree in computer science, MIS, math, statistics, business or related field.
At least 6 years of professional experience
At least 5 years of experience building analytics models, visualizations and delivering insights
Ability to provides design direction
Ability to apply data visualization best practices to work deliverables.
7+ years of relevant experience with a proven track record in research and data analysis, application of statistical research techniques, report or application development that support business decisions/outcomes.
Expertise in development and analytical tools such as SAS, SQL, MS Excel, SPSS or other tool
Visualization tooling like PowerBI or Tableau
Skills You Have (NM Behaviors)
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Data Analytics: Creates business knowledge through data analysis and/or uses, maintains, captures, and stores data analysis; applies different types of analysis (e.g., financial, economic, competitive, supplier, industry) and analytical techniques.
Business Influence: Collaborates, communicates and influences direct reports, stakeholders, and other business functions based on understanding of the marketplace, organizational needs, and the client as a people manager.
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
Adaptative Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Compensation Range:
Pay Range - Start:
$92,750.00
Pay Range - End:
$172,250.00
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.
$92.8k-172.3k yearly Auto-Apply 19d ago
Learn more about National Exchange Bank & Trust jobs