Legal Operations Manager - Tech-Enabled Contract Management
Stamford, CT job
A systematic fund manager is seeking a Legal Operations Manager in Stamford, CT to oversee legal processes and support regulatory compliance. This role involves managing contract lifecycles, optimizing workflows, and coordinating with business teams. Candidates should have 3-10 years of relevant experience, preferably with strong skills in contract management and legal operations. This position offers competitive salary and comprehensive benefits.
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Insurance Business Systems Analyst
Greenwich, CT job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below.
This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area.
No C2C, Third Party or Sponsorship
Title: Insurance Business Systems Analyst
Location: Hybrid (4 days onsite, 1 day remote)
Hybrid (Mon-Fri, 40 hours)
Fulltime, Permanent
Salary Range : $70,000.00- $80,000.00 10%bonus eligible)
MUST HAVE Recent Experience in the Insurance Industry!
This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals.
Responsibilities
• Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys.
• Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability.
• Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly.
• Project Work: Assist with projects and shifting priorities as needed.
• Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team.
• Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains.
• Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs).
• Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation.
• Reporting: Respond to user requests to generate reports from the system.
Skills & Requirements
• Minimum of 3-5 years of experience.
• Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial.
• Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions.
• Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams.
• Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial.
• Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage.
• Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems
AVP, Systems Engineer
Stamford, CT job
The AVP, Systems Engineering will play a critical role in designing, implementing, and maintaining the bank's enterprise infrastructure with a focus on digital banking platforms. This is a hands-on leadership position requiring strong technical expertise, proven experience in financial services, and the ability to partner with stakeholders across business, operations, and technology. The AVP will ensure the bank's systems are secure, resilient, and scalable to meet the growing demands of customers in a digital-first environment. The candidate will also be responsible for assisting with day-to-day support of all end users, applications, and systems when needed.
Rotating Saturday coverage required. Weekend and after-hours work will also be required at times.
Systems Engineering & Architecture
Lead the design, deployment, and optimization of enterprise infrastructure and digital banking systems.
Ensure systems meet performance, availability, and security requirements.
Hands-On Technical Leadership
Configure, administer, and troubleshoot systems (servers, storage, cloud, middleware, and integrations).
Provide hands-on support for digital banking platforms, including online/mobile banking and related integrations.
Project planning and documentation.
Guide junior engineers, offering mentorship and technical oversight.
Security & Compliance
Ensure compliance with FFIEC, PCI-DSS, SOC 2, and other relevant regulatory and security frameworks.
Implement secure configurations, vulnerability remediation, and identity access management practices.
Collaboration & Stakeholder Engagement
Partner with Digital Banking, Core Processing, Security, and Operations teams to deliver technology initiatives.
Collaborate with vendors and third-party providers for system upgrades, integrations, and support.
Act as a technical liaison for business leaders, ensuring technology aligns with strategic goals.
Resiliency & Continuity
Contribute to disaster recovery (DR) and business continuity planning.
Ensure high availability and resilience of customer-facing systems.
Requirements
AI knowledge, implementation and maintenance a plus
Hands-on technologist with a leadership mindset.
Customer-centric approach with a focus on secure, reliable digital experiences.
Proactive, collaborative, and adaptable to change.
Able to work independently
SQL configuration and maintenance a plus
O365 management a plus
AI implementation and maintenance a plus
Scripting skills a plus
Strong hands-on experience with:
Digital banking platforms (online, mobile, APIs, payment gateways).
Microsoft, Linux, or hybrid server environments.
Cloud technologies (Azure, or private cloud).
Networking, firewalls, and load balancers.
Middleware and integration technologies (e.g., API gateways, ESB).
Knowledge of cybersecurity controls and regulatory requirements for banks.
Experience with automation, monitoring, and DevOps practices a plus.
Strong problem-solving skills with ability to manage multiple priorities.
Excellent communication and leadership skills.
Experience
7+ years of experience in systems engineering or infrastructure roles, with at least 3 years in banking or financial services.
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field (Master's preferred).
Benefits
401K
Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account
Flexible Spending Account
Employee Assistance Program
Paid Time Off
Help Desk Specialist
Glastonbury, CT job
Work for a company that values you!
Integris Group is a medical professional liability insurance carrier. We put our talents to work protecting dedicated physicians and their practices. Headquartered in Glastonbury, CT, with offices in Jacksonville, FL and Atlanta, GA, we insure health care professionals in 22 states. Our long history of growth and evolution has set the stage for continued success and a very exciting future. We are here to make a positive impact in the lives of our policyholders and the medical community. We offer a challenging and rewarding environment where you can see the results of your hard work. If you thrive in a highly collaborative, mission-driven environment, we invite you to explore the following position.
Job Title:
Help Desk Specialist (Full Time)
Job Description
We are seeking a
Help Desk Specialist
to handle end-user support and issue resolution under the supervision of IT leadership. In addition to direct end-user support, this role will assist with printer maintenance, user hardware and software provisioning, and user onboarding and offboarding. The Help Desk Specialist role is a forward-facing role that requires exceptional communication skills, a strong customer-focused attitude and an understanding of software and basic security concepts. The successful candidate will spend most of their time addressing end-user issues and doing simple system administration activities. While uncommon, this role may need to be occasionally on call for security and critical after-hours support issues. This position reports directly to the Vice President of Information Technology in our Glastonbury, CT home office.
Responsibilities and Competencies:
Technical Responsibilities
· Provide technical support and issue resolution to end users in a Microsoft Windows environment
· Assist with hardware purchasing, provisioning, reclamation, and decommissioning
· Participate in employee onboarding and offboarding processes
· Support basic system administration tasks
· Configure, maintain, and support company-owned printers
· Assist with patching of servers and workstations
· Contribute to software and server license management
General Responsibilities
· Proactively develop and enhance skills relevant to the role
· Educate end users on security best practices and proper technology usage
· Respond to business requests professionally and with an appropriate sense of urgency
· Perform other duties as assigned based on evolving business needs
Qualifications and Skills
· 3-5 years of practical work or internship experience in user-facing IT support roles
· Knowledge of software, security, and wireless connectivity concepts
· Familiarity with the Microsoft Windows computing ecosystem
· Strong logical thinking and problem-solving abilities
· Ability to multitask and meet deadlines
· Highly customer-focused attitude with a commitment to fully resolving issues
Location
· The Help Desk Specialist will be based out of our Glastonbury, CT office.
Benefits
As leaders in the healthcare industry, we're passionate about the health and well-being of our employees. We want everyone at Integris Group to feel valued and energized as they work to fulfill our mission. We support employees with generous benefits including:
Health and Well-being
· Medical, dental, and vision insurance
· Employee Assistance Program (EAP)
Financial Rewards
· Competitive salary
· Incentive bonus plan
· 401(k) with company match
· Group life insurance
· Short and long-term disability
income protection
· Healthcare Savings Account
Education Support
· Education financial assistance
Time Off
· Universal paid time off
· Company holidays
Culture
· Charitable giving opportunities
· Team-building events
· Employee recognition
Company Information
Founded by physicians in 1984, Integris Group provides protection and support to help policyholders navigate an increasingly complex healthcare environment. Our Board is comprised of physicians who understand the rewards and challenges of practicing medicine. We are an ally to policyholders when they need it most.
Please visit our website at ******************* for more information.
Integris Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Fixed Income Execution Trader (USA)
Stamford, CT job
Job Description
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
Coordinate with operations on settlements and corporate actions
Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
Requirements
Bachelors, Masters or PhD in STEM related fields
3+ years of experience in corporate credit and rates trading, preferably on the buyside
Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg
Exposure to fixed income quantitative/systematic strategies
Proficiency in programming languages (such as Python) and statistical modeling
Deep understanding of corporate credit and rate markets
Strong problem-solving skills with an ability to work independently and as part of a team
Benefits
Competitive salary plus bonus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits
Weekly company meals
Trexquant is an Equal Opportunity Employer
Legal Operations Manager (USA)
Stamford, CT job
Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team.
We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team.
You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks.
Responsibilities:
Contract Management & Automation
Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga).
Manage legal document execution and storage processes.
Track contract renewals and compliance obligations.
Technology Enabled Process and Workflow Design
Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting.
Proactively identify opportunities to automate and streamline legal and compliance processes.
Develop workflow descriptions and provide training to improve operational efficiency across the firm.
Contract Negotiation Support
Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks.
Coordinate with internal business teams and external counterparties to finalize contracts.
Compliance & Recordkeeping
Maintain organized filing systems for regulatory and corporate compliance materials.
Support reporting, audit and policy implementation efforts.
Qualifications:
Bachelor's degree required; JD preferred but not required.
3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment.
Strong understanding of contract lifecycle management and technology enabled workflow design.
Proficiency with:
Jira (for workflow management)
Conga or Ironclad (for contract lifecycle management)
DocuSign and Adobe Sign (for e‑signature processes)
Google Workspace (Docs, Sheets, Drive, etc.)
Basic HTML or similar skills (for form and template customization).
Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting.
A proactive mindset with a passion for improving processes through technology.
Ability to come 4 days per week in office with greater flexibility over time.
Benefits:
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
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Risk Consultant
Bridgeport, CT job
Navigate Uncertainty with Confidence - Become a Risk Consultant
Are you a strategic thinker who thrives on solving complex challenges? As a Risk Consultant, you'll empower organizations and individuals to identify, assess, and manage risk-delivering insights that protect their assets and enhance decision-making.
What You'll Do:
⚖ Evaluate Exposure - Conduct comprehensive risk assessments across operations, financials, and compliance frameworks.
📈 Develop Risk Mitigation Strategies - Design actionable risk management plans tailored to client needs and industry dynamics.
🔍 Analyze Data & Trends - Use analytical tools to uncover vulnerabilities and forecast emerging risks.
🤝 Advise with Expertise - Act as a trusted advisor, guiding clients on best practices in insurance, regulatory compliance, and crisis planning.
📚 Deliver Risk Education - Translate risk complexities into clear, practical recommendations for teams and stakeholders.
Who You Are:
✔ Experienced in risk management, consulting, insurance, or financial advisory
✔ Analytical and detail-oriented with strong business acumen
✔ Skilled in client relationship building and communication
✔ Proficient with risk modeling tools, reporting, and compliance systems
✔ Passionate about proactive problem-solving and risk resilience
Why This Role Matters:
✅ Minimize potential losses and protect business continuity
✅ Help clients make smarter, risk-informed decisions
✅ Provide peace of mind through thorough planning and mitigation
✅ Make a tangible impact across industries and sectors
💼 Be the Voice of Clarity in an Uncertain World
Step into a high-impact role as a Risk Consultant-where your insights create safer, smarter futures.
👉 Apply today and help organizations thrive with confidence.
Auto-ApplyMicrosoft Business Applications Sales Consultant
Hartford, CT job
ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant
WFH or an ITC field office
Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you.
To be successful in this position you will possess the following attributes:
Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications.
5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded.
Demonstrated ability to hunt new business opportunities.
Ability to build and foster strong customer relationships in existing customer base.
A strong customer-centric approach and ability to network across a complex organization.
Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes.
Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute.
Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales.
Strong networking skills and industry experience
Ability to drive new business and get engaged with lead generation.
Liaising with solution consultants to drive correct business outcomes.
Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive.
Strong personality motivated by continual improvement and self-development
Responsibilities:
Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment.
Build and maintain strong relationships with key decision makers and influencers across various industries and geographies.
Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications.
Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements.
Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals.
· Manage the entire sales cycle, including prospecting, negotiations, and contracting
Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets
Leverage your sales knowledge and existing Microsoft ecosystem network
Qualifications:
Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain
Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Bachelor's degree in business, finance, or related field
Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations)
Package Details
Contract W2 role for an experienced Tech Seller!
Base Salary (Draw) W2
Commissioned: from 1-3% on lifetime Support
+ Bonus on Managed Services
+Cash Bonus
What's in it for you
Qualified Leads
Technical Sales & Service Support
Product Selling Training Provided
Dynamics 365 - CRM
Dynamics 365 - Business Central
Microsoft 365
ISV Solutions (Offers)
Neural Impact Sales Optimization Training
Differentiation & Engagement
Effective Discovery & CIO Engagement
Project Impact & Objection Handling
$ 150,000.00
(US Dollar)
BIzzApp Sales 2. Acct exec 3. services & support consult
Head of LLM Application Team (USA)
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting-edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real-world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
* Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
* Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
* Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state-of-the-art techniques to inspire transformative applications in systematic finance.
* Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state-of-the-art techniques to enhance systematic investment strategies.
* Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
* Lead and build a high-performing team of machine learning engineers and researchers, fostering innovation and excellence.
Marketing Manager: Private Capital RFP and Investment Communications Manager
Stamford, CT job
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has frequently been named one of the Best Places to Work by Crain's Chicago Business and is a Barron's Top 100 RIA Firm.
Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media channels, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services.
Position overview
We are seeking an experienced RFP and Investment Communications Manager to oversee our firm's RFP process and lead the development of investment content supporting institutional business development initiatives across our private capital platform.
This role requires exceptional writing and editing skills, high financial services acumen, strong process management capabilities, and the ability to build trust with senior investment professionals. The individual will partner closely with the Alternative Credit, Institutional Real Estate Direct, Capital Formation, Marketing, Compliance, and Corporate Services teams to support growth, strengthen brand positioning, and deliver client-focused, high-quality communications.
The role reports to the Global Head of Mesirow Capital Formation and Currency Solutions with strategic alignment to senior marketing leaders and Private Capital leadership.
Time allocation in this hybrid role will fluctuate. However, RFPs, RFIs and DDQs will take precedence due to their deadline-driven and business critical nature.
Key responsibilities
RFP, DDQ, and Client Questionnaire Management
* Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct.
* Gain in-depth knowledge of each investment team's philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning.
* Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient.
* Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate.
Strategic Marketing & Content Development
* Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc.
* Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy.
* Ensure strategic alignment of all content with Mesirow's brand story and organizational goals.
* Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary.
* Track key engagement metrics to inform continuous improvement and reporting.
Requirements
* Four-year degree, CFA and/or CAIA designation are a plus
* 7+ years of experience in marketing/communications; asset management industry experience required
* Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives.
* Strong written and verbal skills
* Ability to effectively communicate, internally and externally
* Strong attention to detail
* Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
* Ability to manage multiple priorities and perform effectively in a deadline-driven environment.
* Strong sense of accountability
* Dependable, positive attitude, innovative, team player and flexible
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $95,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
EOE
Group Reinsurance Plus Consultant, Product Delivery
Hartford, CT job
Consultant Product Delivery - LO07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Consultant, Product Delivery plays a key role within Group Reinsurance Plus (GRP's) Compliance & Client Operations team, acting as a subject matter expert in both compliance and product development. This position leads product & compliance initiatives and provides strategic support to internal teams and reinsurance customers.
Key Responsibilities:
+ Lead and support product development efforts, including drafting policy form language and advising on plan design standards.
+ Manage state filings and ensure alignment with regulatory requirements.
+ Provide compliance guidance and support for policy issuance and certificate fulfillment.
+ Support quality management program for policy issuance.
+ Research and respond to compliance and contract-related inquiries.
+ Disseminate legislative alerts and updates to GRP's customers and internal stakeholders.
+ Support regulatory reporting initiatives for The Hartford and GRP's customers.
+ Draft and review reinsurance contracts.
Product Development and Filing
+ Draft policy forms and associated variability in accordance with administrative capabilities, risk considerations, client request and market need
+ Research state product regulations and draft state-specific forms accordingly
+ Partner with clients, underwriting, actuarial, CCST and claims to develop customized solutions including single case filing to meet client and market requests
+ Prepare and file forms/rates on clients' behalf, including state-specific forms
+ Consult with clients upon request
+ Research, draft, and submit objection responses
+ Document filing outcomes for internal and client use
+ Collaborate with client and internal resources to develop and document product go-to-market standards
Cert Fulfillment and QM
+ Support the build of certificate fulfillment capabilities within GRP as well as client capabilities, including:
+ Partner with internal resources to build in-house capabilities to produce policy and certificate documents based on sold plan information and approved filing; oversee day-to-day execution and provide consultation for complex plans
+ Guide clients to set up certificate fulfillment systems, e.g. building rules and logic to ensure the correct provisions and state variations display in issued policies/certificates ; provide tools to clients to enable accurate policy/certificate fulfillment
+ Conduct proactive and/or random quality reviews for clients and internal resources according to established criteria
+ Provide meaningful, actionable feedback regarding quality management
+ Engage teammates and clients in root cause analysis to drive improvements in certificate quality
Compliance and Product Consultation
+ Provide timely, accurate compliance consultation to varied constituents including underwriting, claims, CCST, actuarial, clients, on topics including
+ Policy interpretation and language
+ State requirements
+ Group eligibility
+ Benefit availability and variables
+ Conduct reviews of client marketing materials per contractual terms
+ Facilitate EB Compliance Ad Review for GRP's marketing materials
Agreement Drafting
+ Partner with business areas and counsel to draft agreements to memorialize GRP's arrangements and protect our business including:
+ Confidentiality/Non-disclosure Agreements
+ Reinsurance Treaties
+ Administrative Services
+ Amendments
Legislative, Regulatory and Contested Claims
+ Support various compliance initiatives as needs arise including:
+ Prepare and distribute legislative alerts
+ Facilitate internal communications and action plans to implement regulatory changes
+ Lead GRP response to client security audits, regulator inquiries, market conduct, and EB regulatory reporting
+ Support complaint response for complex claims as requested by Claim Specialists or legal
+ Partner with Litigation Manager to support resolution of litigated claims
Qualifications:
+ 5+ years' group employee benefits product & regulatory compliance experience; reinsurance experience a plus
+ 2 years' experience preparing state filings, including SERFF
+ Strong knowledge of group and voluntary insurance products, including Life, Disability, AD&D, Accident, Critical Illness, Hospital Indemnity, and state paid leave, including applicable state and federal laws and regulations.
+ Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively.
+ Proven ability to build strong relationships and influence cross-functional teams.
+ Excellent analytical, research and problem-solving capabilities, especially when navigating unclear or evolving requirements.
+ Demonstrated ability to work independently with minimal supervision, exercising sound judgment and knowing when to consult with others on complex issues.
+ Comfortable operating in a fast-paced environment with shifting priorities and limited structure.
+ Strong leadership and negotiation skills, which a proactive approach to driving initiatives forward.
+ Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
+ Proven track record of collaborating across teams (e.g., underwriting, actuarial, claims, legal, and client services).
This role will have a Hybrid work schedule, with the expectation of working in an office 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$82,000 - $123,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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Our Culture
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Perks & Benefits
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Head of Systematic ETF Strategy Team (USA)
Stamford, CT job
Job Description
Trexquant is seeking an experienced quantitative researcher to lead our Systematic ETF Strategy Team. In this role, you will manage a team of researchers focused on designing, implementing, and trading systematic ETF-based strategies within Trexquant's core quantitative framework. Your leadership will play a critical role in scaling ETF strategies into a meaningful asset class for the firm.
Responsibilities
Lead and mentor a team of researchers to expand ETF capabilities by identifying new data sources, signals, and strategies.
Oversee the design, backtesting, and implementation of systematic ETF trading strategies.
Collaborate with the development team to enhance the performance, robustness, and scalability of ETF simulation and trading infrastructure.
Partner with execution and financing teams to optimize trade execution and capital efficiency.
Work with the risk team to establish monitoring frameworks, controls, and capital allocation processes specific to ETF exposures.
Present ETF research initiatives and progress to senior management, ensuring alignment with firm-wide trading and investment strategies.
Requirements
5+ years of experience researching and trading quantitative ETF-based strategies.
Bachelor's, Master's, or Ph.D. in Mathematics, Statistics, Computer Science, or a related STEM field.
Proven leadership experience managing quantitative research teams.
Strong quantitative, analytical, and problem-solving skills.
Proficiency in Python; familiarity with large-scale data analysis and backtesting frameworks a plus.
Benefits
Competitive salary with performance-based bonus.
Collaborative, casual, and friendly work environment.
PPO health, dental, and vision insurance fully covered for you and your dependents.
Pre-tax commuter benefits.
Weekly company-provided meals.
Trexquant is an Equal Opportunity Employer
Portfolio Delivery Leader
Windsor, CT job
Portfolio Delivery Leader About Us: Recognized as the trusted source for industry knowledge, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.
Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:
Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders.
Networking: Connections with industry leaders and peers through study groups, committees, and conferences.
The Opportunity: We are seeking a strategic and results-driven Portfolio Delivery Leader to oversee the end-to-end delivery of prioritized solutions across the enterprise. This role is critical in ensuring that product development, marketing, sales, and service efforts are aligned, scalable, and impactful. The ideal candidate will bring deep expertise in delivery leadership, stakeholder engagement, and continuous improvement to drive business outcomes and value.
What You'll Do:
Lead end-to-end delivery of key products and solutions across the enterprise.
Standardize and optimize product development and go-to-market processes.
Collaborate with senior leaders, product owners, marketing, sales, and service teams.
Track KPIs, manage risks, and provide executive-level reporting.
Champion continuous improvement and delivery excellence.
What You Bring:
Bachelor's degree in Business, Technology, or related field (MBA preferred).
7-10 years in portfolio, program, or product delivery leadership.
Proven success managing complex, cross-functional initiatives.
Strong communication and stakeholder engagement skills.
Proficiency in project management tools (e.g., Jira).
What Do You Need To Succeed?
Strategic Thinking: Aligns delivery outcomes with enterprise goals.
Product Development & Go-to-Market Expertise: Builds scalable frameworks across product, marketing, sales, and service.
Project Management: Skilled in planning and maintaining delivery roadmaps.
Cross-Functional Leadership: Influences across business, technology, and product teams.
Communication & Facilitation: Engages stakeholders at all levels.
Analytical Thinking: Uses data to drive decisions and measure performance.
Risk & Issue Management: Proactively resolves delivery challenges.
Change Management: Drives adoption of new processes and tools.
Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA AND LOMA.
LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Float Banker
Connecticut job
Job Type:
Hourly, Full-Time
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a Banker you are responsible for:
Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma required.
At least one of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
______________________________________________________________________________________________________________________________________________________________________________________
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
__________________________________________________________________________________________________________________________________________________________________________________________________________
President & CEO
Derby, CT job
TEAM, Inc.
Derby, Connecticut
The Moran Company is pleased to partner with TEAM, Inc. to recruit the organization's next President & CEO.
Organizational Background
TEAM is a private, 501(c)3 not-for-profit corporation founded in 1965 - the enactment of the Economic Opportunity Act (EOA) in 1964 created Community Action Agencies, like TEAM, across the nation.
TEAM's footprint in the community spans basic needs and case management services, Early Childhood and Head Start, Elderly Services and Meals on Wheels, Employment and Training Supports, Housing Supports, Food Assistance, and more. TEAM is dedicated to helping people and empowering individuals and families toward economic stability. Individuals or families seeking help at TEAM are provided with a caring and responsive reception, comprehensive intake and application assistance, and ongoing communication to address individual or family needs, basic needs, and areas of social impact focused on upward economic mobility and self-sufficiency.
TEAM's direct services include basic needs and case management that promotes self-sufficiency; child development and family wellbeing initiatives; childcare; diaper assistance; home-heating energy assistance and counseling to reduce and cover energy/utility costs; assistance to individuals in acquiring the skills that promote opportunities for improved employment; income management services that encompasses household financial counseling and tax filing; housing assistance; food assistance including child and elderly nutrition; and elderly support and wellbeing initiatives.
In addition to direct services, TEAM coordinates regional access to the full array of eligible human services programs through an extensive network of community partnerships, coalitions and support programs and services available throughout TEAM's communities.
TEAM's administrative offices are in Derby, Connecticut - located within southwest Connecticut area fondly known as The Valley. Derby and neighboring communities of The Valley offer a suburban lifestyle with a small-town feel, making it an attractive option for families and young professionals. The area's affordability, job opportunities, and access to parks make it a desirable place to live. Residents appreciate the community atmosphere, safety, and the ability to enjoy a variety of amenities.
Position Summary
The President/CEO is responsible for managing the day-to-day operation of TEAM Inc.,
which includes approximately 207 staff, executing the strategic plan in collaboration with the board, ensuring the consistent achievement of financial objectives, and implementing policies set by the board. The President/CEO will ensure a professional working relationship exists between staff, board members and state and federal funding sources. The President/CEO is accountable to the board and reports to the board chair.
Key Responsibilities
Specific Responsibilities
Assure that the organization has a long-range strategy which achieves its mission and toward which it makes consistent and timely progress.
Provide leadership in developing program, organizational, and financial plans with the Board of Directors and staff, and conduct plans and policies authorized by the board.
Promote active and broad participation by volunteers in all areas of the organization's work.
Maintain official records and documents and ensure compliance with federal, state, and local regulations.
Maintain a working knowledge of significant developments and trends in the field.
Communications
Ensure the board is fully informed about the organization's overall condition and any significant factors that affect it.
Publicize the activities of the organization, its programs, and goals.
Establish sound working relationships and cooperative arrangements with community groups and organizations.
Represent the programs and point of view of the organization to agencies, organizations, and the public.
Staff Relations
Responsible for recruitment, employment, and release of all personnel, both paid staff and volunteers.
Ensure that sound human resource practices are in place, including but not limited to the agency's job descriptions, regular performance evaluations, and overall staff excellence.
See that an effective management team, with appropriate provision for succession, is in place.
Ensure ongoing compliance with all provisions outlined in current Union Agreements, and responsible for successor Agency/Union agreements. Cultivate and maintain high quality workplace environments and management & staff morale for overall agency excellence.
Encourage staff and volunteer development and education and assist program staff in relating their specialized work to the total program of the organization.
Maintain a climate which attracts, retains, and motivates a diverse staff of top-quality people.
Budget and Finance
Ensure the financial operations of the agency, including budget development/management, general ledger maintenance, purchasing, payroll, and cash management are sound and in accordance with relevant laws and regulations including FASB, GAAP, Uniform Guidance to ensure effective use of agency resources.
Ensure that adequate funds are available to permit the organization to conduct its work.
Jointly, with the chairperson and secretary of the board of directors, conduct official correspondence of the organization, and jointly, with designated officers, execute legal documents.
Professional Qualifications and Personal Attributes
A master's degree is preferred in Human Services, Business, or related fields with five to six years of progressively responsible supervisory/administrative experience; or a bachelor's degree in related discipline with at least 10 years of appropriate experience with increasingly responsible supervisory/administrative experience.
Passion to promote self-sufficiency, economic security and transformational change to help individuals and families improve their quality of life.
Previous success in establishing external relationships with individuals and organizations of influence including government agencies, civic leaders, partner agencies, and volunteers.
A strategic thinker.
Ability to manage conflict and diversity.
Proven success working with a board of directors.
Ability to build strong collaborative teams and actively engage with staff.
Ability to advocate with public officials to maintain funding opportunities, identify, and secure new sources of funds.
Knowledge of social support systems and grant-making.
Strong interpersonal skills.
Unwavering integrity to do what is best for TEAM and its communities.
Strong written and oral communication skills.
Strong nonprofit organizational management skills, including strategic planning, program development, and staff leadership.
Understanding of personnel and fiscal management systems.
Compensation
The projected compensation for this position is based on education and experience starting at $160,000.00 annually.
Compensation is supplemented by a strong benefits package including medical, dental, disability, life insurance, life and AD&D, voluntary insurances, pension with up to 6% employer match, vacation, sick leave, personal leave, and holidays.
Relocation expenses are negotiable.
Statement of Non-Discrimination
TEAM, Inc. is an Equal Employment Opportunity Employer. It is the policy of the Agency to be fair and equitable in all of its policies and practices and provide equal employment opportunity (“EEO”).
Application Process
The search for the TEAM Inc. President/CEO is being conducted by The Moran Company. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
Auto-ApplyProprietary Equity Trader Position
Hartford, CT job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyHead of LLM Application Team (USA)
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting-edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real-world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state-of-the-art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state-of-the-art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high-performing team of machine learning engineers and researchers, fostering innovation and excellence.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members.
Strong quantitative and communication skills.
Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
Auto-ApplyManager, Business Systems
Norwalk, CT job
Job Description
Manager, Business Systems
Commonfund is seeking an experienced Manager, Business Systems to lead our technology initiatives and drive operational excellence across complex, interrelated business systems that can be internal as well as external to Commonfund. This role requires a strategic leader who combines technical expertise with exceptional communication skills to bridge the gap between technical teams and business stakeholders. The ideal candidate will act as an interface between the development team, internal business groups and external vendors.
Key Responsibilities
Problem Resolution and Project Management
Systematically identify, diagnose, and resolve issues across interconnected business systems
Lead cross-functional teams to ensure timely resolution of critical business system challenges
Make strategic decisions about when to communicate, escalate, and involve key stakeholders
Translate complex technical concepts into clear, accessible language for non-technical audiences
Facilitate technical discussions to achieve understanding and consensus among diverse stakeholders and business groups and explore opportunities for automation.
Adapt communication style to match the technical proficiency of various audiences
Present findings and recommendations to senior leadership using compelling visual and written materials
Coordinate vendor relationships and manage external partnerships for system implementations
Technical Operations
Use SQL Management Studio to write SQL queries, perform data extraction using SQL or Excel Macro, connect to SQL server from Excel and build pivot tables.
Maintain FTP accounts, supervise daily file transfers with Vendors using SFTP and troubleshoot file transfer issues.
Perform data operations - extract, combine, analyze, and present data to business groups.
Required Qualifications
Bachelor's degree in Computer Science, Information Systems, or other related technical field
7+ years of progressive experience in business systems and technology leadership
Experience in financial services or similar regulated industry. Good understanding of basic concepts of finance and asset management.
Exposure to programming environments with some understanding of full development lifecycle
Basic understanding of databases and database management. Proficiency in SQL query writing and optimization.
Expertise in Microsoft Office Suite, particularly Excel (including VBA) and PowerPoint. Strong data analysis and visualization skills
Ability to coordinate vendor relationships and external partnerships
Strong organizational skills with attention to detail
Preferred Qualifications
Master's degree in relevant field
Experience with Fund of Funds business
PMP or similar project management certification
Experience and knowledge of Salesforce will be a big plus.
What We Offer
Competitive salary and comprehensive benefits package
Support for professional development and training
Hybrid work environment
Application Process
Please submit your resume along with a cover letter highlighting relevant experience and examples of how you've successfully bridged technical and business teams to drive meaningful outcomes.
Manager - International Account Development (Virtual - Western US & Tri-State)
Connecticut job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
Retain and profitably grow a limited number of our largest and most strategic global and regional commercial card and payment clients. Qualified candidate must provide proactive consultation to develop strong customer relationships and to drive and lead global program growth, profitability and retention.
**Responsibilities:**
+ Create strategic vision and set goals to drive profitable growth and retention across key global and regional customers
+ Create and own holistic global and regional account business plans that incorporate strategies and actions for: (1) Penetrating customer relationships across business units, service units, and global/regional teams including metrics of success and regular formal reviews, (2) Creating global/regional growth opportunities through proactive consultation and deep understanding of customer end-to-end payment eco-system, (3) Deeping and entrenching customer relationships, from the program level up to the C-suite, and (4) Driving a robust pipeline of opportunities to significantly grow both share of wallet spend and net new spend on American Express products and solutions.
+ Lead contract negotiation strategy and management for contract renewals, RFP responses, and pricing proposals
+ Maintaining detailed understanding of customers industries, business and organizational goals and objectives, including but not limited to, a deep understanding of customer financials, business strategy and business risks as it relates to global commercial card and supplier payments, and aligning those customer needs to American Express products and services.
+ Accountability in developing broad and deep relationships at all levels organizationally, globally, and across a wide scope of American Express teams, customer teams, and 3rd party strategic partners.
+ Partner, collaborate and provide leadership across American Express global matrix teams to: (1) Cross-sell complimentary products and services designed for Commercial Card clients including B2B Payment Solutions and T&E Payment Products, (2) Assist customer contacts to facilitate and interface with key linkages with internal American Express teams, including client management, operational and servicing, risk and underwriting, general counsel legal, product management and strategic partnership, and operational teams to ensure that customer expectations, service quality and contractual obligations are met and/or exceeded
+ Resolve complex issues, including those related to global systems and process integrations, changing local market regulatory conditions, underwriting and risk management mitigations...etc., using formal project management plans, action plans, and risk management plans when required
**Minimum Qualifications:**
+ Deep experience in client management, sales, and/or business development roles with multi-national, enterprise-level companies, ideally in the T&E commercial card payments and the procure-to-pay process and payments solutions space.
+ Proven track record in successfully driving growth and sales with global clients through developing and managing a robust pipeline of multiple opportunities, researching and understanding customer needs, and planning strategically to progress the pipeline through solutions and consultative based selling
+ Experience in global contract management, including development and leading complex negotiations, and leading internal collaborations with highly matrixed and decentralized global teams
+ Ability to develop, execute and complete a Work Plan, Strategy and Action Plan. Show the skill set to assemble and deliver a presentation telling a clear, concise story aimed at the specific outcome(s) with Procurement, Finance and Treasury professionals
+ Evidence of successfully managing global programs and projects with cross-functional teams in a global matrixed organization, including facilitating engagement with multiple subject matter experts, balancing competing leadership priorities with different teams, leading with influence and limited direct authority, and in environments with ambiguity
+ Ability to lead complex client discussions, manage escalations and influence decisions
+ Strong knowledge of and the ability to understand, discuss, negotiate, explain and present benefits of global commercial payment products and solutions, and their related economic and financial benefits to a client
+ Maturity of judgement in client and internal situations
+ Strong analytical skills
+ Ability to effectively leverage internal resources
+ Strong customer service skills and responsiveness
+ Polished, professional negotiation and selling skills
+ Solid knowledge of Global Corporate Payments products and services
+ Ability to drive results
+ Candidate must be able to work virtually and reside in territory (California, Arizona, Texas, Colorado, Washington, Utah, New York, New Jersey, or Connecticut)
**Preferred Qualifications:**
+ 8 years of Commercial Card Relationship Management/Consulting/Sales experience with global customers
+ Corporate finance, accounting and finance operations experience
+ Strong understanding of Procure-to-Pay (P2P) processes, Expense management solutions and Accounting/ERP Systems
+ Negotiation and contract management experience
+ Program management skills and experience, ideally leading global teams
+ Project management skills and experience
+ Knowledge of the competitive environment within the Commercial Card and P2P space
+ Understanding of Treasury functions and T&E management
+ Understanding of Meetings and Events management is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** US-Texas
**Other Locations:** US-Colorado, US-California, US-New York, US-Arizona, US-New Jersey, US-Connecticut, US-Washington, US-Utah
**Schedule** Full-time
**Req ID:** 25023186
Group Reinsurance Plus Consultant, Product Delivery
Hartford, CT job
Consultant Product Delivery - LO07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Consultant, Product Delivery plays a key role within Group Reinsurance Plus (GRP's) Compliance & Client Operations team, acting as a subject matter expert in both compliance and product development. This position leads product & compliance initiatives and provides strategic support to internal teams and reinsurance customers.
Key Responsibilities:
* Lead and support product development efforts, including drafting policy form language and advising on plan design standards.
* Manage state filings and ensure alignment with regulatory requirements.
* Provide compliance guidance and support for policy issuance and certificate fulfillment.
* Support quality management program for policy issuance.
* Research and respond to compliance and contract-related inquiries.
* Disseminate legislative alerts and updates to GRP's customers and internal stakeholders.
* Support regulatory reporting initiatives for The Hartford and GRP's customers.
* Draft and review reinsurance contracts.
Product Development and Filing
* Draft policy forms and associated variability in accordance with administrative capabilities, risk considerations, client request and market need
* Research state product regulations and draft state-specific forms accordingly
* Partner with clients, underwriting, actuarial, CCST and claims to develop customized solutions including single case filing to meet client and market requests
* Prepare and file forms/rates on clients' behalf, including state-specific forms
* Consult with clients upon request
* Research, draft, and submit objection responses
* Document filing outcomes for internal and client use
* Collaborate with client and internal resources to develop and document product go-to-market standards
Cert Fulfillment and QM
* Support the build of certificate fulfillment capabilities within GRP as well as client capabilities, including:
* Partner with internal resources to build in-house capabilities to produce policy and certificate documents based on sold plan information and approved filing; oversee day-to-day execution and provide consultation for complex plans
* Guide clients to set up certificate fulfillment systems, e.g. building rules and logic to ensure the correct provisions and state variations display in issued policies/certificates; provide tools to clients to enable accurate policy/certificate fulfillment
* Conduct proactive and/or random quality reviews for clients and internal resources according to established criteria
* Provide meaningful, actionable feedback regarding quality management
* Engage teammates and clients in root cause analysis to drive improvements in certificate quality
Compliance and Product Consultation
* Provide timely, accurate compliance consultation to varied constituents including underwriting, claims, CCST, actuarial, clients, on topics including
* Policy interpretation and language
* State requirements
* Group eligibility
* Benefit availability and variables
* Conduct reviews of client marketing materials per contractual terms
* Facilitate EB Compliance Ad Review for GRP's marketing materials
Agreement Drafting
* Partner with business areas and counsel to draft agreements to memorialize GRP's arrangements and protect our business including:
* Confidentiality/Non-disclosure Agreements
* Reinsurance Treaties
* Administrative Services
* Amendments
Legislative, Regulatory and Contested Claims
* Support various compliance initiatives as needs arise including:
* Prepare and distribute legislative alerts
* Facilitate internal communications and action plans to implement regulatory changes
* Lead GRP response to client security audits, regulator inquiries, market conduct, and EB regulatory reporting
* Support complaint response for complex claims as requested by Claim Specialists or legal
* Partner with Litigation Manager to support resolution of litigated claims
Qualifications:
* 5+ years' group employee benefits product & regulatory compliance experience; reinsurance experience a plus
* 2 years' experience preparing state filings, including SERFF
* Strong knowledge of group and voluntary insurance products, including Life, Disability, AD&D, Accident, Critical Illness, Hospital Indemnity, and state paid leave, including applicable state and federal laws and regulations.
* Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively.
* Proven ability to build strong relationships and influence cross-functional teams.
* Excellent analytical, research and problem-solving capabilities, especially when navigating unclear or evolving requirements.
* Demonstrated ability to work independently with minimal supervision, exercising sound judgment and knowing when to consult with others on complex issues.
* Comfortable operating in a fast-paced environment with shifting priorities and limited structure.
* Strong leadership and negotiation skills, which a proactive approach to driving initiatives forward.
* Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously.
* Proven track record of collaborating across teams (e.g., underwriting, actuarial, claims, legal, and client services).
This role will have a Hybrid work schedule, with the expectation of working in an office 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$82,000 - $123,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-Apply