Odyssey Re jobs - 25 jobs

Investigate, analyze, and determine the extent of company's liability concerning Claims and attempt to effect settlement with claimants. Correspond with or interview medical specialists, agents, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of Claims within a certain monetary limit. All tasks are to be performed with the goal of demonstrating Zenith's superior Claims handling expertise. This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the East Norriton, PA office on a weekly basis. Expierance with Pennsylvania (PA) and/or New Jersey (NJ) jurisdictions required. What you will do * Under technical direction, works within significant limits and authority on assignments of higher technical complexity and coordination. * Responsible for Claims management of assigned cases within guidelines of published performance standards. * Opens new Claims, completes three-point contact, and performs needed investigations to determine compensability as well as possible subrogation or apportionment, according to state and/or Zenith's timeframes and guidelines. * Sets appropriate reserves according to Zenith's timeframes and guidelines. * Follows appropriate procedures for system documentation to preserve data integrity. * Monitors and maintains accuracy of reserves over the life of the claim; when new information is received re-evaluates and recommends reserves according to Zenith's standards. * Creates and executes action plans needed to bring case to closure. * Completes detailed settlement evaluations and recommends appropriate settlement value, within authority; negotiates claim settlements with injured workers and/or injured workers' attorneys. * Maintains regular contact with injured workers, employers and agents to develop positive relationships and establish credibility. * Apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions. * Works productively and harmoniously with others on a consistence basis. * Respond positively to direction and criticism of performance. * Consistently maintain professional and appropriate demeanor. * Perform other duties as assigned. Education Qualifications * High School Diploma Or equivalent required * Bachelor's Degree or equivalent combination of training/experience preferred Experience Qualifications * 1-7 years claim or insurance experience preferred. * Previous workers' compensation experience required. Skills and Abilities * Basic technical workers' compensation Claims knowledge. * Strong verbal and written communication skills with emphasis on telephone communication required. * Strong math and reading skills required. * Meets all state regulatory standards regarding licensing, continuing education, and other requirements. The expected salary range for this position is $76,524.97 - $86,090.60. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-hybrid

Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary) determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). In addition, you'll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: $10,000 at your 3-year anniversary $20,000 at your 5-year anniversary $20,000 every 5 years thereafter Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Ohio. Licensing Requirement: To be considered for this role, you must hold active FINRA Series 7 and Series 63 licenses. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel fully supported when they call into Vanguard. As a Client Service Excellence Center associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with: 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. A learner's attitude and an appetite to continuously build your knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. A desire for stability and takes pride in building a long-term career in client service. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Workplace Solutions Marketing (B2B) has an exciting opportunity available for a Graphic Designer who can harness their design skills, technical expertise, and creative problem-solving mindset to help drive positive business outcomes. We're a dynamic group of highly collaborative creatives who thrive on building stellar designs to meet business goals. You'll join forces with a talented group of graphic designers, UX designers, art directors, and design managers, who collaborate closely with writers, project managers, product owners, UX strategists, and other marketing professionals to bring marketing strategies to life. Working within the Vanguard brand, you'll combine your creativity and artistic talents to design a wide range of media from presentations and emails to one pagers and forms. Core responsibilities and approach: Collaborates with cross-functional teams to design and execute multi-channel campaigns, delivering solutions across social, web, email, print, and presentation assets. Translates business needs, draft materials and complex concepts into concise viable solutions that capture brand and market positioning. Receptive to art direction, feedback and collaboration. Works with design leadership to understand and uphold standards of design quality in all output. Frames strong rationales for design decisions that persuade business partners and senior leaders. Understands brand systems, standards and guidelines and knows how to translate them into effective and creative applications and expressions. Flexible in mindset and working approach and encourages a continuous learning environment. Follows project workflows and timelines to ensure projects meet delivery deadlines; adopts Design Team procedures for naming, storing, and archiving digital files. Qualifications: Minimum three years related work experience. An undergraduate in a design, advertising, or communications field or an equivalent combination of training and experience. Track record of designing quality communications deliverables across both traditional print and digital mediums that have enabled positive business outcomes. Expert in Adobe Creative Suite and Microsoft Office Suite. Experience with Figma, Knak, Workfront. Adobe Firefly and AI experience is a plus. Able to produce animations and transitions for presentations in PowerPoint is a plus. Comfortable working with quick turnaround times and deadlines. Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role requires in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard's Financial Advisor Services Engagement Strategy team is seeking a strategic, creative, and tech-savvy Senior Content Strategist to drive personalized digital experiences through compelling copy and AI-powered workflows. This role sits at the intersection of content creation, content strategy, and AI agent development, working closely with Engagement Strategy to build scalable, personalized digital experiences for advisors. Key Responsibilities: Personalized content creation Develop and optimize content for emails, landing pages, and digital assets. Ensure voice and tone are consistent across all content formats. Create modular content blocks for dynamic personalization. Content Strategy Develop content frameworks that support personalization at scale. Map content to customer journeys, lifecycle stages, and audience segments. Collaborate on content governance, taxonomy, and tagging strategies. AI Agent Development & Enablement Partner with developers to build and test AI agents in Writer that support content creation, personalization, and deployment. Design and refine prompts for generative AI tools to ensure high-quality output. QA agent-generated content for tone, accuracy, and contextual relevance. Provide training data and feedback loops to improve agent performance. Cross-Functional Collaboration Work with engagement strategists and digital marketing managers to align content with journey logic and automation triggers. Collaborate with UX, data, and engineering teams to integrate content into digital experiences. Support experimentation and A/B testing to optimize content performance. Experience needed: Expert content creator. Understands how to connect broader positioning to targeted content within digital channels. Proven ability to connect performance data to optimizations of content to reach business outcomes. Demonstrated ability in being able to personalize content based on data and research inputs. Familiarity with personalization tools like Adobe Target, Marketo, or similar tools. Able to navigate GenAI tools and a deep understanding of prompting techniques to get to quality outputs. Qualifications: 5-7 years related work experience. Three years in information architecture, user experience, content strategy, content design, or similar preferred. Undergraduate degree or equivalent combination of training and experience. Financial services industry experience is a plus. Experience working in a B2B environment preferred but not a requirement. Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role requires in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the nearest Zenith branch office on a weekly basis. This role may be filled at either the AVP or VP level, depending the experience and qualifications of the selected candidate. Duties As part of the Corporate Underwriting team, strengthen underwriting quality standards in Field Offices through interaction with underwriters on individual accounts and structured group training. * Serve as a subject matter expert in policy systems and a business lead in development of reports and resources to continue to enhance our capabilities and processes. Acts as a point of escalation/referral on particularly complex or innovative underwriting decisions. * Support various Corporate Underwriting projects that strategically assist Field Underwriting execution. * Partner with Underwriting Managers on issues central to underwriting execution, including staff development, underwriting appetite and pricing strategy. * Work across departments to help solve organizational data and information delivery issues. Build cross regional relationships to enhance communications, share processes, elevate and explore concepts, and facilitate the strengthening of our operations. * Engage with other departments to define problems, collect data, establish facts and draw valid conclusions to standardize approach to analysis and enhance execution. * May be involved in project management roles with Actuarial team regarding state forms and product filings. Candidate Qualifications * Any combination of education and experience that provides the knowledge, skills, and abilities typically acquired with 10+ years of experience in middle market or large account commercial underwriting or product management experience required. * Comprehension of advanced technical underwriting issues required. Must have the ability to communicate with others in an understandable manner for underwriting and training purposes. * Demonstrated experience in leading innovative initiatives from ideation to implementation. * Candidate should be a quick study, be comfortable and effective in marketing settings and have good facility with Excel. * Candidate needs to be a self-starter with ability to lead multiple and disparate tasks and projects with the highest standard of responsiveness to the Field's needs. * Can adapt own personal style to effectively lead, interact with and influence others as part of our collaborative model. Can identify opportunities and deliver effective feedback. * Must possess a broader business mindset. * Can be flexible and adapt to changes in job responsibilities as required. Conditions of Role * Position can be located in any Zenith office - with current, hybrid work standards. * It will involve travel approximately 10-15% of year. The expected salary range for this position is $151,900 to $225,000. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-Hybrid

This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Responsible for managing the distribution force for an assigned territory under the direction of the Regional Marketing Officer. This includes agency prospecting, appointments, relationship management, and termination if necessary. Trains agents on Zenith as a market including our underwriting appetite, capabilities, advantages, products and services. Works with agents to shape the flow of submissions to ensure acceptable hit ratios and an efficient relationship. Participates in the sales process on new and renewal business working collaboratively with underwriting and other departments. Supports the company's pricing and selection disciplines. Actively seeks opportunities for profitable growth and a better customer experience. Monitors the competition. Builds and broadens relationships between Zenith our agents and policyholders. The essential functions of this position include, but are not limited to, the following: Distribution Management * Role is assisting/participating in agency/territory management. * Participate in development and execution of regional distribution strategy. * Assess assigned territory with marketing leadership to uncover the opportunities and challenges for profitable growth. * Learn the assigned territory and ensure the right agency representation through prospecting, appointments and terminations. * Develop a territory of agents that can and will position Zenith to write profitable business and has a policyholder base that will appreciate our value proposition. * Develop and maintain knowledge of the profile, book, sales approach, capabilities, competition and key players in each appointed agency. * Manage the assigned agencies working with marketing leadership and through our agency management process. * Develop effective and profitable relationships through business planning, visibility, quality interaction, education, and relationship building. * Ensure follow through on commitments made by the agent and Zenith. * Ensure appropriate agency administration for assigned territory including contracts, coding, tiering, compensation, and contact information. Sales Leadership * Work with assigned agents to develop a flow of qualified business. * Develop and work a pipeline of individual prospects, niches, and books of business. * Prequalify submissions working with underwriting. * Promote our small business plan. * Train agents on our systems, tools, and processes. * Participate in the sales process working collaboratively with management, the underwriters and other departments to drive the acquisition and retention of desirable business. * Learn how to position Zenith as the market of choice with our agents and identified prospects/renewals. * Encourage early engagement with targeted new and renewal accounts. * Assist our agents in selling the value of our programs and services including joint presentations to policyholders. * Help to resolve any customer or service issues that are a barrier to a successful sales outcome. * Track agency performance and outcomes and make adjustments as necessary to agency plans to ensure mutually profitable, significant and efficient relationships. * Develop competitive intelligence for the local marketplace so we can optimally position our strengths to serve agent and policyholder needs and improve our success ratios. Advance the Zenith Brand * Educate assigned agents on Zenith's products and capabilities and teach them how to effectively sell our brand. * Promote the benefits of the Zenith Difference and our value proposition. * Work with management to conduct new agency orientations, specific agency training, and joint sales calls. * Target next generation producers and agency staff. * Promote the Zenith brand through industry, agency, and policyholder/association events. * Advance Teamwork, Relationships, and the Customer Experience. * Seek opportunities to improve the agency/policyholder experience with Zenith including identifying and helping to resolve any roadblocks in service and ease of doing business. * Participate in the regional account management process (LAMA) and actively support underwriting and other departments in generating agency cooperation to resolve policyholder issues. * Develop deep and productive relationships with our agents, policyholders and targeted associations. * Look for opportunities to introduce and facilitate relationship building between our agents/policyholders and key Zenith staff and management. * Develop a strong, collaborative relationship with underwriting and the other departments. Education Qualifications * High School Diploma Or equivalent required * Bachelor's Degree or equivalent combination of training/experience required Experience Qualifications * 1+ years year insurance industry experience (claims, underwriting, policy operations, etc.) required with preference for workers' compensation insurance experience required Or * 1+ years Sales industry and/or customer facing experience including maintaining and growing a book of business. Need not be in the insurance industry required Skills and Abilities * Excellent communication skills. * Ability to present ideas effectively in formal and informal situations; conveying thoughts clearly and concisely. * Must be comfortable making public presentations. * Maintain an upbeat, positive and enthusiastic attitude daily. * Willingness to learn and be coachable. * A great self-starter. * Consistently maintain professional and appropriate demeanor. * Valid Driver's License in good standing. The expected salary range for this position is $72,982.15 to $91,227.69. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-hybrid

Shape the next generation of portfolio solutions. Vanguard's Model Portfolio Solutions function is at the center of how we design and deliver innovative portfolios for our clients. As part of this growing team, we are seeking a Model Portfolio Solutions Analyst to play a critical role in building, managing, and evolving solutions that reflect Vanguard's best thinking. This is a unique opportunity to work at the heart of Vanguard's investment engine, where your expertise will help bring innovative, client-focused solutions-from core model portfolios to custom glide paths and hybrid private/public blends-to market. Responsibilities: Manage portfolios: Lead the creation, management, and enhancement of a suite of model portfolios and custom glide paths aligned with investor needs across channels and markets. Develop new solutions: Partner with business units to design innovative portfolio solutions, including custom multi-asset models and strategies that integrate both public and private markets. Apply rigor: Incorporate Vanguard's capital markets assumptions (CMA) into portfolio construction across a wide spectrum of asset classes-equities, fixed income, private credit, and private equity-while applying techniques such as tax-aware investing and factor-based solutions. Engage stakeholders: Collaborate with distribution, product, and client-facing teams to ensure alignment and adoption of models and glide paths. Deliver insights: Contribute to analytics, performance attribution, and thought leadership that highlight the value of Vanguard's multi-asset solutions. Qualifications: 1-7 years of experience in multi-asset investing, portfolio construction, investment research, or a related field. Familiarity with capital markets assumptions (CMA), private/illiquid assets, or custom portfolio design is a plus, but not required. Knowledge of risk tools such as Barra is a plus, but not required. Strong analytical skills and curiosity to explore innovative approaches to asset allocation across diverse asset classes. Excellent communication skills-the ability to explain investment concepts clearly to different audiences. Collaborative, adaptable, and eager to learn in a dynamic team environment. Education: Bachelor's, Master's, MBA, or PhD-all backgrounds welcome. Work Model & Relocation Support This role follows a hybrid work model designed to promote collaboration and connection. Team members are expected to work onsite in our Malvern, PA office from Tuesday through Thursday. On Mondays and Fridays, you'll have the flexibility to work remotely or continue working onsite. We offer relocation assistance to help you transition to the Malvern, PA area. Special Factors Sponsorship Vanguard is offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Are you a Certified Financial Planner (CFP ) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers. Why You'll Love Working Here: Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications CFP designation required. Additional certifications such as the CFA, CTFA or CPA preferred. This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties. 7+ years of financial advice, financial planning, book of business management and relationship management. Experience applying trust and estate planning knowledge to help preserve client's wealth In-depth knowledge of financial planning, investment strategies, and industry regulations. Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits Considerations Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences. Relocation is available to those who qualify. This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday. Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you! Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

This position is responsible for managing and coordinating the evolution of specific business systems, and customer-facing digital capabilities within the Customer & Broker Experience portfolio, builds and maintains a team relationship between Information Systems and the client organization, and is responsible for translating customer, broker, and business needs into clear product requirements, backlog priorities, and value-driven enhancements. The Product Manager functions as a Product Owner Agent under a Director-level Product Owner and is accountable for day-to-day backlog ownership, requirements definition, and delivery coordination for customer and broker experience journeys, including the Customer & Broker Portal, dashboards/analytics, notifications, identity & access experience, and presentation of AI-enabled underwriting insights. Over time, this role will assume people-management responsibilities as the portfolio expands. This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the Woodland Hills, CA or Sarasota, FL office on a weekly basis. What you will do: * Develops and maintains a strong working relationship with the client organization and acts as an interface between the client and Information Services Department. * Reviews project analysis and written requirements and specifications to define user stories, acceptance criteria, and enhancements that support customer experience improvements and operational efficiency within an Agile environment. * Reviews and analyzes external drivers for the client's business and conducts "best practices" research. * Participates in matching technology to business needs and providing technical consulting services to users while ensuring alignment between customer experience strategy, product roadmap priorities, and CABX delivery outcomes. * Directs the work of senior and other business analysts and conducts evaluations and approves hiring, promotion, discipline, and salary reviews when people-management responsibilities are assigned in later phases. * Provides business expertise to ISD. * Coordinates and manages resources necessary in systems analysis environment. * Performs other-job related duties as assigned. Education Qualifications * High School Diploma Or equivalent required * Bachelor's Degree or equivalent combination of training/experience required Experience Qualifications * 5+ years related work experience in systems analysis environment required Skills and Abilities * Insurance industry experience preferred. * Experience in evaluating workflows, writing system specifications and using automated processes. * Must be detailed-oriented and thorough. * Supervisor experience in coordinating and managing resources to respond to clients' requests. * Have experience in project management tools and techniques. The expected salary range for this position is $103,740.94-$135,381.93. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-

Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Malvern, PA. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor, You Will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their financial goals. Provide disciplined investing approaches, tax management strategies, and additional financial planning support. Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: Certified Financial Planner designation required. Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. Shown experience managing a book of business with a track record of client satisfaction and loyalty. Apply trust and estate planning knowledge to help preserve client's wealth. In-depth knowledge of financial planning, investment strategies, and industry regulations. Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions. Supports strategy planning for a book of business. Model growth opportunities, contribute to business planning activities, and support client account retention. Provides guidance and support to Wealth Management Select Relationship Managers. Assists in the recovery and strengthening of at-risk relationships coaching Relationship Managers to demonstrate empathy and deeply understanding client needs. Develops, implements, and monitors goals and action plans. Reviews team performance and identify trends, suggests improvements, and provides analysis/feedback to Relationship Manager. Resolves complex client issues related to products or processes by taking ownership and delivering consistently with excellence. Influences changes among the team to improve end-to-end processes and meet client needs. Participates in solution development with internal colleagues and cross-functional teams. Supports Relationship Managers in identifying potential options for solutions. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participates in special projects and performs other duties as assigned. Qualifications Minimum of five years related work experience. Three years of experience in Financial Services. Relationship Management and Sales experience preferred. Previous sales leadership experience preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. This job requires FINRA Series 7, 24, 63, 65, 66 or ability to acquire within department guidelines. An ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving complex problems, and developing Practice Management skills (relationship management, book management, and sales). We've built a strong collaborative team deeply committed to our mission and purpose. Ideal candidates will leverage these critical competencies and collaborate across Vanguard departments and business units to make our team even stronger. Other Details This role is part of our hybrid work model with Tuesdays - Thursdays required in our offices to foster collaboration and relationships. On Mondays and Fridays, our crew will have the option to work remotely, or continue working from one of our offices in Dallas, TX. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: $10,000 at your 3-year anniversary $20,000 at your 5-year anniversary $20,000 every 5 years thereafter Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Utah. Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with: 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. A learner's attitude and an appetite to continuously build your knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. A desire for stability and takes pride in building a long-term career in client service. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the nearest Zenith branch office on a weekly basis. This role may be filled at either the AVP or VP level, depending the experience and qualifications of the selected candidate. Duties As part of the Corporate Underwriting team, strengthen underwriting quality standards in Field Offices through interaction with underwriters on individual accounts and structured group training. * Serve as a subject matter expert in policy systems and a business lead in development of reports and resources to continue to enhance our capabilities and processes. Acts as a point of escalation/referral on particularly complex or innovative underwriting decisions. * Support various Corporate Underwriting projects that strategically assist Field Underwriting execution. * Partner with Underwriting Managers on issues central to underwriting execution, including staff development, underwriting appetite and pricing strategy. * Work across departments to help solve organizational data and information delivery issues. Build cross regional relationships to enhance communications, share processes, elevate and explore concepts, and facilitate the strengthening of our operations. * Engage with other departments to define problems, collect data, establish facts and draw valid conclusions to standardize approach to analysis and enhance execution. * May be involved in project management roles with Actuarial team regarding state forms and product filings. Candidate Qualifications * Any combination of education and experience that provides the knowledge, skills, and abilities typically acquired with 10+ years of experience in middle market or large account commercial underwriting or product management experience required. * Comprehension of advanced technical underwriting issues required. Must have the ability to communicate with others in an understandable manner for underwriting and training purposes. * Demonstrated experience in leading innovative initiatives from ideation to implementation. * Candidate should be a quick study, be comfortable and effective in marketing settings and have good facility with Excel. * Candidate needs to be a self-starter with ability to lead multiple and disparate tasks and projects with the highest standard of responsiveness to the Field's needs. * Can adapt own personal style to effectively lead, interact with and influence others as part of our collaborative model. Can identify opportunities and deliver effective feedback. * Must possess a broader business mindset. * Can be flexible and adapt to changes in job responsibilities as required. Conditions of Role * Position can be located in any Zenith office - with current, hybrid work standards. * It will involve travel approximately 10-15% of year. The expected salary range for this position is $151,900 to $225,000. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-Hybrid

Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP ) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard Advisor, You Will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their financial goals. Provide disciplined investing approaches, tax management strategies, and additional financial planning support. Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: Certified Financial Planner designation required. Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). Five years of advisory experience, specifically in advice planning, book of business management, and relationship management. Shown experience managing a book of business with a track record of client satisfaction and loyalty. Apply trust and estate planning knowledge to help preserve client's wealth. In-depth knowledge of financial planning, investment strategies, and industry regulations. Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

This position is responsible for managing and coordinating the evolution of specific business systems, and customer-facing digital capabilities within the Customer & Broker Experience portfolio, builds and maintains a team relationship between Information Systems and the client organization, and is responsible for translating customer, broker, and business needs into clear product requirements, backlog priorities, and value-driven enhancements. The Product Manager functions as a Product Owner Agent under a Director-level Product Owner and is accountable for day-to-day backlog ownership, requirements definition, and delivery coordination for customer and broker experience journeys, including the Customer & Broker Portal, dashboards/analytics, notifications, identity & access experience, and presentation of AI-enabled underwriting insights. Over time, this role will assume people-management responsibilities as the portfolio expands. This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the Woodland Hills, CA or Sarasota, FL office on a weekly basis. What you will do: * Develops and maintains a strong working relationship with the client organization and acts as an interface between the client and Information Services Department. * Reviews project analysis and written requirements and specifications to define user stories, acceptance criteria, and enhancements that support customer experience improvements and operational efficiency within an Agile environment. * Reviews and analyzes external drivers for the client's business and conducts "best practices" research. * Participates in matching technology to business needs and providing technical consulting services to users while ensuring alignment between customer experience strategy, product roadmap priorities, and CABX delivery outcomes. * Directs the work of senior and other business analysts and conducts evaluations and approves hiring, promotion, discipline, and salary reviews when people-management responsibilities are assigned in later phases. * Provides business expertise to ISD. * Coordinates and manages resources necessary in systems analysis environment. * Performs other-job related duties as assigned. Education Qualifications * High School Diploma Or equivalent required * Bachelor's Degree or equivalent combination of training/experience required Experience Qualifications * 5+ years related work experience in systems analysis environment required Skills and Abilities * Insurance industry experience preferred. * Experience in evaluating workflows, writing system specifications and using automated processes. * Must be detailed-oriented and thorough. * Supervisor experience in coordinating and managing resources to respond to clients' requests. * Have experience in project management tools and techniques. The expected salary range for this position is $103,740.94-$135,381.93. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * Paid Leave: 3 weeks/year Vacation, 2 weeks/year Sick Leave * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-

Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary) determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). In addition, you'll receive a $20,000 licensing bonus for bringing your active SIE, Series 7, & Series 63 licenses. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role: $10,000 at your 3-year anniversary $20,000 at your 5-year anniversary $20,000 every 5 years thereafter Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Missouri. Licensing Requirement: To be considered for this role, you must hold active FINRA Series 7 and Series 63 licenses. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel fully supported when they call into Vanguard. As a Client Service Excellence Center associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and an owner's mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds - the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with: 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills. A strong sense of ownership for client outcomes-taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust. A learner's attitude and an appetite to continuously build your knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. A desire for stability and takes pride in building a long-term career in client service. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

This role is eligible to participate in Zenith's hybrid work schedule which provides the flexibility to work from home on select days of the week according to the in-office schedule established by regional executive leadership. Selected candidate must be able to report into the nearest Zenith branch office on a weekly basis. This role may be filled at either the AVP or VP level, depending the experience and qualifications of the selected candidate. Duties As part of the Corporate Underwriting team, strengthen underwriting quality standards in Field Offices through interaction with underwriters on individual accounts and structured group training. * Serve as a subject matter expert in policy systems and a business lead in development of reports and resources to continue to enhance our capabilities and processes. Acts as a point of escalation/referral on particularly complex or innovative underwriting decisions. * Support various Corporate Underwriting projects that strategically assist Field Underwriting execution. * Partner with Underwriting Managers on issues central to underwriting execution, including staff development, underwriting appetite and pricing strategy. * Work across departments to help solve organizational data and information delivery issues. Build cross regional relationships to enhance communications, share processes, elevate and explore concepts, and facilitate the strengthening of our operations. * Engage with other departments to define problems, collect data, establish facts and draw valid conclusions to standardize approach to analysis and enhance execution. * May be involved in project management roles with Actuarial team regarding state forms and product filings. Candidate Qualifications * Any combination of education and experience that provides the knowledge, skills, and abilities typically acquired with 10+ years of experience in middle market or large account commercial underwriting or product management experience required. * Comprehension of advanced technical underwriting issues required. Must have the ability to communicate with others in an understandable manner for underwriting and training purposes. * Demonstrated experience in leading innovative initiatives from ideation to implementation. * Candidate should be a quick study, be comfortable and effective in marketing settings and have good facility with Excel. * Candidate needs to be a self-starter with ability to lead multiple and disparate tasks and projects with the highest standard of responsiveness to the Field's needs. * Can adapt own personal style to effectively lead, interact with and influence others as part of our collaborative model. Can identify opportunities and deliver effective feedback. * Must possess a broader business mindset. * Can be flexible and adapt to changes in job responsibilities as required. Conditions of Role * Position can be located in any Zenith office - with current, hybrid work standards. * It will involve travel approximately 10-15% of year. The expected salary range for this position is $151,900 to $225,000. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. Qualifications may warrant placement in a different job level. Benefits * Medical, Dental and Vision Insurance * Flexible Spending Accounts * Paid Parental Leave * Life, AD&D and Disability Insurance * 401(k), Employee Share Purchase Plan (ESPP) * Education and Training Reimbursement * 10 paid Company Holidays, 2 Personal Days, 2 Floating Holidays * Employee Assistance Program (EAP) * For more information, review details on the Benefits page of our Career Site: ******************************************* Zenith typically posts jobs for a minimum of 8 to 14 calendar days. If you are interested in any of our open positions, we encourage you to submit your application promptly. Zenith Insurance Company is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic. In compliance with California law, we are committed to fair hiring practices. Pursuant to the California Fair Chance Act (AB 1008), we will consider qualified applicants with criminal histories in a manner consistent with the law. Additionally, in accordance with the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will not inquire about an applicant's criminal history until after a conditional offer of employment has been made. If you are a qualified individual with a disability or a disabled veteran and need assistance accessing our career center or applying for a position due to your disability, you are entitled to request an accommodation. To make a request, please contact a Human resources representative at Zenith Insurance Company. #LI-EF1 #LI-Hybrid

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certied Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor, You Will: Establish, grow, and maintain long-term relationships with clients. Partner with investors to help them plan their financial goals. Provide disciplined investing approaches, tax management strategies, and additional financial planning support. Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being. Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases. To learn more about our benefits, visit: ********************************************** Qualifications: Certified Financial Planner designation required. Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. Shown experience managing a book of business with a track record of client satisfaction and loyalty. Apply trust and estate planning knowledge to help preserve client's wealth. In-depth knowledge of financial planning, investment strategies, and industry regulations. Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors! Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.