New York Life Insurance jobs - 260 jobs

By continuing to be a mutual company, we are uniquely aligned with our clients. By acting with integrity and humanity, we earn their trust and loyalty. New York Life maintains a disciplined investment philosophy. Its guiding principles are consist of maintaining diversification. We do not take outsized stakes in any single investment opportunity, no matter how attractive it may appear and we conduct our own research. As a mutual company, New York Life's investment decisions are not subject to shareholder pressures for quarterly profit gains. We will - and do - forsake the potential of short-term gains to preserve long-term safety. New York Life has the highest ratings for financial strength currently awarded to any life insurer by the four major rating agencies. This is a True Career Opportunity-Excellent Benefits-Full Training-Management Opportunities-The Opportunity to Make a Positive Impact on the Lives of Others. You work for yourself, but not by yourself. Find out why we call ourselves The Company You Keep . Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Insurance Company Financial Professional. At New York Life, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated--self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high quality life insurance, fixed annuities, long-term care insurance and other products for insurance and retirement planning needs. You'll also: b•Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge If interested, contact Erin Thomas-Moore at ************. Additional Information All your information will be kept confidential according to EEO guidelines.

We are Farmers! We are… more than just your favorite commercials. At Farmers, we strive to deliver peace of mind to our customers by providing protection and comprehensive advice and delivering in the moments of truth. That means having people who can help us meet changing customer and business needs. Farmers high-performance culture is focused on results and the people who achieve them. We hold ourselves and others accountable for sustainably growing the business and each other. We seek solutions, own our actions, and grow through discomfort. We see setbacks as opportunities while continuously asking ourselves how we impact our customers. Farmers is an award winning, equal opportunity employer, committed to the strength of an inclusive workforce. We are dedicated to supporting the well-being of our people through our extensive suite of benefits, as well as the well-being of the communities we serve through employee volunteer programs and nonprofit partnerships. Helping others in their time of need isn't just our business - it's our culture! To learn more about our high-performance culture and open opportunities, check out ********************************* and be sure to follow us on Instagram , LinkedIn , and TikTok . We are seeking a trial attorney to handle cases throughout Northern California. Our attorneys work from home, attending in-person appearances and trials as required. Comprehensive benefits package including annual bonus potential up to 20% of the salary, generous 401k, auto allowance, PTO, medical/dental/vision, paid parental leave, and much more all without the stress of billable hours! Job Summary This position is responsible for representing clients in all areas of insurance defense practice, handling cases that are primarily low to moderate in complexity and exposure. Manages all phases of cases from intake to resolution. Essential Job Functions Litigates low to moderate complexity and exposure cases and performs duties necessary from intake to trial and/or settlement. This includes but is not limited to preparation of pleadings, motions, discovery, and briefs. Attends hearings, conferences, interviews, mediations, arbitrations, and/or trials. Proactively informs leadership of case handling opportunities and challenges encountered. Consults with the Claims Department on the legal aspects of files and jurisdictional issues. Performs other tasks or duties to ensure efficient case management. May handle second chair trials and handle trials in cases with moderate complexity and/or exposure. Provides support to senior attorneys in cases of greater complexity and/or exposure and receives developmental assignments of matters that are of high complexity and/or exposure. Physical Actions Job is performed in-person at a Farmers office or virtually at an approved alternative work location. Job may include work performed at field locations. The physical work environment is indoors and climate-controlled with adequate lighting and ventilation. Normal and customary distractions include background noise produced by office equipment and chatter among people, as well as interruptions. Field work performed outdoors may include exposure to weather elements. Frequently sits or stands for prolonged periods of time, up to a full shift. Occasionally moves about the workplace including navigating stairs, ramps, and level or uneven surfaces. Occasionally moves, pushes, pulls, lifts, carries, and places objects or materials weighing up to 50 pounds without assistance. Frequently uses shoulders, arms, hands, and fingers to manipulate equipment, tools, and objects necessary to perform job duties. Frequently performs fine motor tasks such as typing, mousing, or writing, up to a full shift. Occasionally performs movements such as bending, stooping, crouching, kneeling, twisting, and reaching overhead or below the knees. Possesses clear vision, with or without correction, to visually read and verify information. Relies on depth perception and peripheral vision to navigate the work environment visually by identifying barriers, changes in terrain and locating objects. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace. Jobs in this category may require regular travel between Farmers offices, alternative work locations, and/or field locations. Physical Environment Required job duties are normally performed in a climate- controlled office environment, with some exposure to uncontrollable outside environmental conditions and travel via automobile and/or commercial transportation. Education Requirements Bachelors degree preferred. Licensed to practice law in applicable states required upon hire. Experience Requirements Three years of insurance defense litigation and/or personal/bodily injury experience preferred. Second chair trial experience strongly preferred. Multistate jurisdictional practice preferred. Special Skill Requirement Public speaking, ability to function and handle high case loads in adversarial or confrontational situations, driving. Additional Qualification Strong verbal communication and listening skills. Excellent written communication skills. Effective negotiation skills. Demonstrated conflict management skills. Ability to represent the company with external constituents. Demonstrates excellent judgment and decision making skills. Demonstrated time management and priority setting skills. Ability to work within tight timeframes and meet strict deadlines. Possesses strong technical aptitude. Adept and proficient at using technology to maximize efficiency in virtual, paperless environment. Farmers offers a competitive salary commensurate with experience, qualifications and location. CA Only: $119,920 - $191,290 Bonus Opportunity (based on Company and Individual Performance) 401(k) Medical Vision Health Savings and Flexible Spending Accounts Anticipated application deadline: At Farmers, the recruitment process is designed to ensure that we find the best talent to join our team. As part of this process, we typically close open positions within 8 to 21 days after posting. If you are interested in any of our open positions, we encourage you to submit your application promptly. Farmers will consider for employment all qualified applicants, including those with criminal histories, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance or other applicable law. Pursuant to 18 U.S.C. Section 1033, Farmers is prohibited from employing any individual who has been convicted of any criminal felony involving dishonesty or a breach of trust without prior written consent from the state Department of Insurance. 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. Farmers is an Equal Opportunity Employer and does not discriminate in any employer/employee relations based on race, color, religion, gender, sexual orientation, gender expression, genetic information, national origin, age, disability, marital status, military and veteran's status, or any other basis protected by applicable discrimination laws. Spokane, WA only: Residents who prefer not to provide their address click here to submit your resume via email:******************* #J-18808-Ljbffr

We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role: Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $48,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Family Regulatory Compliance About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide supervision over the securities activities of Branch Office Supervisors and Registered Representatives in an assigned region. Job Description Responsibilities Provide direct supervision of Branch Office Supervisors and Registered Representatives for broker dealer and investment advisory functions; provide supervision, guidance, advice, and training. Maintain files required by the WSPs to be maintained at the branch location for each Branch Office Supervisor and Registered Representatives. Assist in the creation of new branch offices and the development of existing offices. Participate in regulatory examinations within the assigned region. Review and accept or deny requests for non-registered locations. Monitor the activities of Branch Office Supervisors, Registered Representatives and NRLs within the region in accordance with the Firm's written supervisory procedures. Monitor the performance of Branch Office Supervisors to ensure they are able to properly supervise the number of Registered Representatives assigned to them. Designate, reviews and remove Branch Office Supervisor status as needed. Makes decisions for acceptance or denial of new applicants and, when necessary, for the suspension or termination of Branch Office Supervisors and Registered Representatives. Visit branch offices periodically to review and monitor for adherence to company policies and procedures. Review annual audit report and implement procedural changes to ensure that identified deficiencies are not repeated. Reviews written correspondence and communications with the public in accordance with company policies as needed. Review and approve, or deny, outside business activities and private securities transactions requested by Branch Office Supervisors and Registered Representatives. Perform final review and acceptance of Form U4s for applicants, including interviews with the sponsoring Branch Office Supervisor and/or applicant, and/or requests for additional supporting documentation. Approve/recommend Heightened Supervisory Agreement (HSA), or refer to Special Review Committee. Implement, monitor, and dissolve HSAs within the region. Review and accept, or deny, requests from Branch Office Supervisors for assignments or reassignments of Registered Representatives. Monitor Registered Representatives compliance with Firm and regulatory continuing education requirements. Review and monitor Branch Office Supervisor and Field Representative completion and compliance with the Firm's annual compliance meeting and Firm element requirements Review and monitor Branch Office Supervisor and Field Representative emails to ensure compliance with Firm policies. Handle calls and inquires during regions office hours to ensure inquiries are resolved satisfactorily, including incoming calls on the RBM call line. Refer to and provide input to the Compliance Division on regulatory violations, sales practice improprieties, or actual or potential violations of Firm policies and/or regulatory requirements as needed. Periodically attend public events conducted by TFA Field Representatives to ensure compliance with Firm policies. Create, facilitate and promote Firm training programs as deemed necessary by management. Perform additional supervisory and compliance functions as needed. Qualifications Bachelor's degree in a business-related field or equivalent experience Five years of securities industry related experience FINRA Series 6 and 26 (and obtain 7 and 24 licenses within one year) In-depth knowledge of compliance, suitability issues, securities products, and FINRA regulations Strong written/oral communication and interpersonal skills Facilitation and training experience Organizational skills and the ability to prioritize multiple priorities Proficiency using MS Office projects Preferred Qualifications FINRA Series 24, 65/66, 53/51 Working Conditions Office Environment Evening/weekend hours as needed Extensive Travel >50% The Salary for this position generally ranges between $67,000 - $87,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis. Responsibilities What you will do: Develops actuarial and mathematical models, and determines assumptions to be used within models and communicates the results obtained from the models. Supports other departments in understanding technical concepts and improving their operational efficiency. Knows and understands the goals and perspectives of Insurance Operations, Information Technology, Filing and Compliance, Corporate Accounting and Planning, senior management, industry rating agencies and the various state insurance departments. Knows and understands Western & Southern Financial Group (W&SFG) products, markets and marketing strategies. Understands each business unit's goals and perspectives. Understands core actuarial and accounting principles such as STAT and GAAP valuation concepts, DAC amortization and RBC. Proposes creative compromises to conflicting goals of accuracy, precision and deadlines. Develops rapport and trust with various departments in the Company to determine mutually acceptable solutions to problems. Develops and provides actuarial and mathematical modeling tools, information and analysis to assess profitability and risk of products in-force or under development, asset/liability management, contract holder behavior, expenses, reserves, taxes and other risk analysis. Provides solutions to problems encountered in implementing products and financial reporting systems. Designs reports to obtain data for product development, cash-flow testing, financial reporting, forecasting, valuation and other reporting requirements. Assists with product design. Prepares a list of criteria to test administrative and illustration systems. Writes actuarial memorandums and certifications required for filing new products, valuation and reserve adequacy, and answers questions from state insurance departments. Acquires an in-depth understanding about the topic to which a particular project relates, in order to apply appropriate methods and analysis to this and future projects, while meeting the current project deadline. Documents projects in writing in accordance with established guidelines. Complies with standards declared by the Actuarial Standards Board and other applicable bodies (SEC, Accounting Standards Board, etc.) as well as the requirements of state and federal regulation. Performs other duties as assigned Complies with all policies and standards Qualifications Bachelor's Degree In mathematics or related field. (Required) Proven mastery of responsibilities and competencies of the Assistant Actuary position. Demonstrated creativity, judgment, decisiveness, problem-solving skills and time management skills. Proven examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve. Proven examples of working under multiple deadlines with minimal supervision. Must cite examples of successfully organizing and effectively completing projects where given little or no direction. Expert in spreadsheet, database and mainframe applications. Proficient in word processing. Proficient in actuarial software packages such as those used for valuation (ARCVAL), experience studies (ARCBase), and pricing and projections (MG-ALFA). Member of the American Academy of Actuaries (MAAA). Upon Hire (Required) Associate of the Society of Actuaries (ASA) Upon Hire (Required) Actively pursuing FSA or other insurance industry designation (FLMI, CLU, etc.). Upon Hire (Required) Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None

Job Family Claims About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Evaluate and analyze documentation for claim payments or denials according to the policy/certificate provisions and state regulations, with increased authority limits. Responsibilities Analyze information/documentation received to determine how to proceed with a review of a claim and determine methods of obtaining additional information from alternative sources. Manage the review of a claim and outside sources used in the review. Document correspondence and conversations. Correspond verbally and in writing with claimants, medical providers, medical examiners, and law enforcement. Work closely with department manager, legal counsel, medical director, claims assistants, and other departments to gather information for contested claims. Monitor claims for fraud and proceed according to each situation, such as engaging the Fraud team or conducting additional research. Maintain compliance with regulations. May testify in depositions, hearings and trials; communicate the Company's position regarding the claim. Assist peers with processing questions in the absence of higher level staff. May serve as a back up to review and authorize pending payments calculated by peers, within approval authority. Qualifications Associate's degree in a business field or equivalent experience Five years of claims experience In-depth understanding of life and annuity product language, provisions, and regulatory/compliance rules and regulations. Excellent communication and customer service skills Organizational, problem-solving and analytical skills Ability to cross train and learn other products Ability to multi-task and adapt to change Working Conditions Remote (Call Center) Environment The Salary for this position generally ranges between $48,000-55,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Department Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high-quality technology solutions and support functions to our internal end users as well as external clients. Our goal is to ensure all users across the firm can perform their job efficiently with minimal to no interruption. Position Description WS is seeking a technical team leader to help the lead and shape the service desk while adhering to the firm's core values. The ideal candidate will be a leader and functional owner, motivating and coaching their team with the goal of providing world class customer service. Job Description: * Responsible for overseeing a team of service desk professionals supporting the internal and external Morgan Stanley population * Serve as the functional owner of a technical client-facing service desk, overseeing data transfer protocols including login credential rotations, PGP key management, FTP/SFTP configuration, and ongoing system maintenance and administration * Responsible for SLAs across multiple inventory streams, including call management, email correspondence, ticket aging and resolution, and real-time 24x7 system health monitoring * Provide timely feedback, training, and coaching 50% of the time with a focus on driving efficiency of work execution while providing a world-class service experience * Support interviewing and onboarding of top talent * Conduct performance management to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Drive growth and development of team members Qualifications: * 3-5 years previous technical or customer service leadership experience * Previous service desk experience * Excellent problem-solving skills with passion for process improvement * Passion for providing feedback & coaching * Excellent written and oral communication skills * Experience with financial service firms * College degree or equivalent experience WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to: * Leading key initiatives related to increasing efficiencies and reducing operational risks. * Creating project plans that align to the enhancement vision, scope, and timelines. * Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision. * Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. * Running test plans, test execution, and communication risk or concerns to key stakeholder. * Anticipating risks that could impact the project and take action to avoid them. * Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. * Effectively communicating changes to the production support teams and aligning with training support teams. * Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. * Communicate with all people who have a vested interest in the project, including internal team members and external partners. * Conduct root cause analysis to identify project issues and implement solutions. * Facilitate meetings with project teams and stakeholders to drive progress. * Utilize tools such as Jira for project tracking and reporting. * Develop and implement business process models to optimize project workflows. * Implement change management strategies to ensure successful project adoption. What you'll bring to the role: * Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels * Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team * Ability to operate independently across the majority of day-to-day responsibilities * Culture carrier across Operations, embracing the Firm's core values and acting as a role model * Strong interpersonal skills and ability to communicate effectively both verbally and in writing. * Strong time management skills and ability to set own schedule without falling behind on tasks. * Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively. * Ability to take initiative and thrive in a collaborative, team environment. * Ability to handle highly confidential information with appropriate discretion. * Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables. * At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our January 5th and February 2nd classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. Explain and ensure customers understand product options for routine inquiries; make product recommendations. Identify if there are multi-product needs and connect customers to other product specialists. Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications Bachelor's degree in a business field or equivalent professional experience FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) Life license (or obtain within 90 days) One year of experience in the financial services industry Basic knowledge of financial products (related to assigned specialty area) Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust Problem-solving and decision-making skills to select and recommend product solutions Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. Proficiency using MS Office Preferred Qualifications CFP and/or CRPC Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions Remote (Field/Travel) Environment Schedule may vary to fulfill service levels during hours of operation Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $ 48,500 - $ 53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: * Knowledge of SMP/E, software upgrades and maintenance * Knowledge of all CICS parameters that control performance in a CICSPlex environment. * Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions * Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. * Knowledge of the CICS resource definitions, including those that pertain to CICS region performance * Experienced with the CICS monitoring tools such as Sysview for CICS. * Ability to perform problem determination, dump analysis and performance tuning * Knowledge of Cobol to support application developers * Experience with Mainframe Websphere MQ * Excellent oral/written communication skills Skills desired: * Assembler, COBOL and REXX coding and knowledge of CICS Exits * Web application support in a CICS TS V6.x environment * Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility * Utilization of CICS Configuration Manager * Working knowledge of zOS & CICS Explorer * Understanding of CICS REST Services * Prior Application programming experience a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide leadership to a diverse team of financial services learning professionals. Create a learning ecosystem of instructional design, product, sales training, and in-person coaching to educate and engage external agents and financial advisors, and internal sales and distribution colleagues. Build relationships and collaborate with cross-functional teams in the design and implementation of innovative learning solutions. Ideal candidate must have managed a large team of training professionals across the insurance or financial services industry. Responsibilities: Develop and manage the strategic roadmap for the learning and development function across the business. Collaborates with stakeholders to develop strategic training plans that align with business goals and needs Leads a team of learning professionals; provides guidance, support, and development opportunities. Design and deliver user-centric learning programs, leveraging a variety of delivery methods, strategies, and technologies Lead by example and can deliver training education programs virtually and in-person. Evaluate training effectiveness and return-on-investment (ROI) of training initiatives. Collaborate with divisional leadership and senior management while utilizing customer feedback to develop robust learning plans. Develop and monitor metrics to measure the impact of learning programs on business outcomes. Stay current with industry trends and best practices in learning and development to continuously innovate learning programs. Serve as a thought leader and internal consultant on learning and development-related topics. Ensure compliance with relevant regulations and policies. Qualifications: Bachelor's degree in adult learning, organizational development, instructional design, or equivalent experience Experience in the financial services industry 10+ years of experience in learning and development Experience conducting field training that supports sales or product education Experience managing a team Strong track record (KPIs) in training development and design Outstanding verbal and written communication and facilitation skills Proficient in LMS tools and learning and development software Preferred Qualifications: Experience training financial professionals, agents, advisors, or brokers Bilingual a plus (Spanish or Chinese) Working Conditions: Moderate travel (up to 20%) **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** The Salary for this position generally ranges between $155,000-$165,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary As part of World Financial Group (WFG) distribution team, the Regional Consultant is responsible for partnering with field agents and field leadership to drive increased agent recruiting, licensing, and product sales; enhance the agent experience; increase field performance through issue/opportunity identification and resolution, training, and communication; and to execute on WFG growth strategies. Lead and develop teams of senior FAST and FAST consultants whose focus is on connecting opportunity/issue with effective solutions and resources, increasing the number of newly licensed agents, and growing agent sales. Promote WFG opportunities to increase sales through a scalable and compliant business model aligned with the company's strategic vision. Job Description Responsibilities Meet annual growth and business targets set for WFG and Transamerica. Empower the field force with information, tools, and resources to achieve business goals. Share knowledge of industry best practices, home office resources, marketing platforms, and other programs/processes available for success. Innovate and connect solutions to business needs. Provide guidance to field leaders on strategic planning and issue resolution. Conduct analysis of field performance to identify emerging trends and make recommendations to drive growth, engagement, and practical risk management. Engage and empower field leadership to implement WFG initiatives that improve business effectiveness. Monitor agent recruiting and licensing within territories. Implement/deliver messaging, training, incentives, etc. to drive growth and meet retention objectives. Consult with field leadership to ensure systems, procedures, and programs adhere to WFG/Transamerica guidelines and quality control measures. Resolve identified issues. Travel regularly to manage territory rotation providing issue/opportunity identification and solutions/resources, training, and coaching on performance effectiveness and to maximize resource efficiency. Monitor FAST consultant activity reporting and use of regional budgets to ensure total expenditures are within budget and providing the best return on investment. Provide leadership and clear direction to senior FAST and FAST consultants. Hire, lead, coach, reward, and direct day-to-day activities of employees with a focus on professional development and achieving targeted business outcomes. Set clear performance expectations, conduct performance reviews and as needed, implement improvement measures for individual and team success. Qualifications Five years of financial services industry experience, including distribution/sales management. Life license Solid understanding of the life insurance industry, securities business, agency operations, products, and regulations. Understanding of employment regulations to manage employees. Outstanding communications and relationship-building skills with the field force, home office areas, strategic partners, and key stakeholders. Solid business acumen and sound judgement to identify issues/gaps, make strategic decisions, and influence outcomes aligned to objectives. Technical aptitude to learn and train others. Analytical and problem-solving skills to interpret and connect practical solutions to business problems. Strong written and oral communication skills, presentation, and public-speaking skills for extensive contact with internal and external stakeholders at all levels Creative self-starter with the ability to engage and motivate others. Attention to detail and the ability to manage multiple priorities simultaneously in a fast-paced environment. Effective application of project management methodologies Proficiency using MS Office products, and technologies used to deliver in-person and web-based training/meetings. Preferred Qualifications Bachelor's degree in a business field FINRA Series 6 license Proficiency using WFG/TFA platforms People management experience Working Conditions Remote or hybrid-remote office environment (Territory requirement: must reside in Northern California, Oregon, or Washington.) Extensive travel (50-75%) to field offices, business meetings, conferences/events Non-standard work schedule to include evenings and weekends Valid driver's license and vehicle required Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Total Compensation for this role is estimated to be $200,000 per year. The Salary for this position generally ranges between 65,000-75,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks. **Responsibilities:** + Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services + Drive Root Cause Analysis (RCA) post restoration of service + Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks + Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary + Provide technical/strategic direction and act as advisor/coach to lower level analysts + Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices + Responsible for overall operating system applications + Contribute to technical direction and strategic decisions + Has the ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement + Ability to communicate technical concepts to non-technical audience + Ability to work with virtual and in-person teams, and work under pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred + Effective written and verbal communication skills + Effective analytic/diagnostic skills **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Infrastructure ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Delaware Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $90,080.00 - $135,120.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 23, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability while making a positive impact on our customers' lives. If you're looking for a chance to build a business and own your future - we're interested in you! Apply today. At American Family, we're seeking highly motivated individuals with a demonstrated track record of success and eagerness to accomplish something that takes time, energy, and commitment. Do you possess a strong work ethic and have an inner drive that makes you hungry for success? Agency Owners operate as independent contractors, representing American Family and its products exclusively. As an agency owner, you'll be responsible for your agency's overall management, sales, and growth. You'll also hire your team and work with them to meet the strategic business goals you set. Reasons why you should become an American Family Insurance Agency Owner: * Financially Fit: with nearly $8 billion in policyholder equity, American Family has the financial security to protect the dreams of your policyholders * Fortune 500 company that is among the largest Property and Casualty insurance groups * Offer American Family Insurance products as well as products and services through our subsidiary partners * Training and support from a local team - from marketing, prospecting, business consultation and more * Unlimited compensation potential including a New Agency Owner Incentive Program Requirements * Obtain Property and Casualty and Life and Health insurance licenses * Ability to pass a motor vehicle, financial/credit and criminal background check Interested in learning more? Contact a recruiter or join our Talent Community! We believe people are an organization's most valuable asset, and their ideas and experiences matter. From our CEO to our agency force, we're committed to growing a diverse and inclusive culture that empowers innovation that will inspire, protect, and restore our customers' dreams in ways never imagined. #LI-AH1

A leading insurance provider is seeking an Insurance Defense Trial Attorney to handle cases in Northern California. This remote position offers comprehensive benefits, including a generous 401k plan and potential annual bonuses, without the stress of billable hours. Ideal candidates will have previous experience in insurance defense and personal injury law, with strong communication skills essential for success in this role. #J-18808-Ljbffr

This position is responsible for monitoring and overseeing the foreclosure process for loans assigned to team members to ensure foreclosures remain on track with investor guidelines. This position also provides subject matter expertise to the team and handles escalated issues, as well as being responsible for managing a portfolio of loans involved in complex litigation and protecting M&T's interest in the subject mortgaged property. In addition, this position performs the highest risk administrative functions related to the foreclosure process. Primary Responsibilities: Monitor progress of foreclosures through queues and reporting, ensuring team is effectively working their portfolios and compliance with state/federal and investor guidelines. Work with foreclosure attorney, outside counsel and/or in house counsel to resolve disputes involving property in which the bank or its investors have an interest. Serve as primary escalation contact for both associates on the team, attorneys and other departments. Work with Foreclosure team to ensure FHA 1st legal deadlines are met once the loan is referred to foreclosure, including filing and tracking of any necessary extension requests. Research, validate and update loans appearing on various foreclosure exception reports, including but not limited to No Dual Track, clean up and investor timeline reports. Provide approval of additional attorney fees beyond associate level approval limit. Maintain tracking and reporting of legal expense on litigation files outside of the foreclosure action. Perform QC review and approval of investor bidding instructions, ensuring adherence to investor/MI guidelines. Conduct regular ‘side by sides' with team to discuss loan level issues and procedures. Conduct a review of all assigned loans at a minimum of every 30 days, including the updating of documentation and follow up. Ensure compliance with federal, state, regulatory and investor guidelines regarding foreclosure. Work with management to revise, update and implement procedure changes as well as create new procedures. Gather departmental information and assemble presentations for regular investor, regulatory and internal meetings. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Promote an environment that supports belonging and reflects the M&T Bank brand. Complete other related duties as assigned. Scope of Responsibilities: This position interacts with CAM management and external third-party foreclosure attorneys to ensure successful and timely completion of foreclosure, consistent with investor guidelines and regulatory requirements. Education and Experience Required: A combined 4 years' higher education and/or work experience, including a minimum of 2 years' Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Working knowledge of word processing and spreadsheet software. Strong written and verbal communication skills. Detail oriented. Strong analytical and problem solving skills. Ability to work effectively in a team environment. Education Experience Preferred: 3 years' Default Servicing related field experience (e.g., Collections, REO, Loss Mitigation). Proven leadership ability. Knowledge of bank and departmental systems. Understanding of mortgage product including home equity loans and lines of credit, general operation and systemic functions including payment allocation and escrow. Experience training new staff and implementing procedures and process changes. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America

Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions). Primary Responsibilities: Oversee the daily activities of a unit of employees to meet the objectives of the assigned department. Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable. Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls. Compile month-end data for distribution to and decision-making by management. Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans. Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Scope of Responsibilities: Manages workflow of medium complexity and risk exposure and acts largely independently. External contacts include customers, vendors and outside agencies. Has charge off authority within established authority levels. Supervisory/ Managerial Responsibilities: Manages a team of professionals (includes people, budget and planning). Education and Experience Required: A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience. Excellent customer service skills with the ability to use tact and diplomacy. Strong knowledge of relevant spreadsheet, word processing, and presentation software. Education and Experience Preferred: Bachelor's degree. Excellent oral and written communication skills. Strong knowledge of departmental systems, documents and procedures. #LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America

Job Family Account / Relationship Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for relationship management of assigned clients to ensure client satisfaction, retention and profitability of retirement 401(k) plans. May also be responsible for Defined Benefit, Distribution Compensation and Total Retirement Outsourcing. Job Description Responsibilities Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans. Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach. Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution. Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing. Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products. Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products. Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors. Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs. Consult with clients on plan termination issues; submit plan termination requests for processing. Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors. Ensure a balance is kept between competing interests of clients and providers. Manage special projects as assigned. Qualifications Bachelor's degree in a business related field or equivalent education/experience. Seven years of retirement industry or similar experience. FINRA Series 6 and 63, or obtain within six months. Thorough understanding of ERISA and retirement industry trends. Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions. Excellent communication, presentation and relationship-building skills. Decision-making and problem-solving skills. Research skills and attention to detail. Proficiency using MS Office tools. Preferred Qualifications Advanced skills in MS Word, Excel and PowerPoint. Working Conditions Remote (Field/Travel) Environment Frequent Travel 25 to 50% Compensation The salary for this position generally ranges between $91,000 - $125,000 annually/per hour. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: We will never request personal information such as ID or payment for equipment upfront. Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world. Job Description Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Qualifications We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Additional Information New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself .