Prudential Financial jobs in Hartford, CT

- 106 jobs

Senior Instructional Designer
Prudential Financial 4.8
Prudential Financial job in Shelton, CT
Job Classification: Corporate - People Team At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! Prudential is a place where your graphic design flair, eLearning acumen, and content curation abilities will not only be celebrated but will also directly contribute to the growth and development of our workforce. As part of our team, you will drive the creation of learning experiences that are both educationally profound and visually stunning, helping us foster a culture of continuous learning and innovation. Your role will be instrumental in creating and curating a diverse array of content, ensuring our employees have access to the best and most relevant learning resources available. An ideal candidate for the L&D function is agile and intellectually curious, able to influence and provide thought leadership in their domain of expertise while effectively navigating ambiguity and driving business outcomes with a learner centric approach. The individual must demonstrate business insight and possess a passion about learning and enhancing learner engagement. Additionally, the ability to build outstanding and constructive working relationships with key partners and foster an inclusive environment will be critical. All L&D team members will need to demonstrate these skills to ensure we collectively deliver optimal business value and customer impact. We are seeking a Senior Instructional Designer who stands out in the realm of eLearning, boasts advanced graphic design and multimedia capabilities, and possesses superior content curation skills. The ideal candidate will have experience and passion for using AI to automate and augment development processes. Your expertise in instructional and graphic design and familiarity with AI will help us craft industry leading educational experiences that are not only visually engaging but also based in research, helping us to shape a future-ready workforce. This role will require you to have a strong business knowledge of the financial services industry and demonstrate and integrate this knowledge in all work products. This role will support content builds primarily for, but not limited to, our US Businesses including Group Insurance, Individual Life Insurance, and Retirement Strategies. The current employee work arrangement for this position is hybrid or virtual and may require your on-site presence on a reoccurring basis and/or some travel as determined by your business, dependent on the candidate's location. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you can expect: Strategic eLearning Design: Develop innovative eLearning courses, using your expertise in graphic design to create captivating visual narratives that support and enhance learning objectives. AI in L&D Expertise: Use AI tools and advise on strategy for using AI to increase productivity and output in our agile development environment. Graphic Design and Multimedia Excellence: Utilize your mastery of Adobe Creative Suite to produce exceptional graphics, animations, and layouts that elevate the aesthetic and instructional quality of our learning materials. Use your multimedia production experience and familiarity with best practices for visual design and video production. Content Curation: Leverage your advanced content curation skills to research, select, and organize high-quality content from a variety of sources, ensuring relevance and alignment with our learning goals. Workshop and Material Design: Combine your design and curation talents to create engaging workshop materials, providing participants with a rich tapestry of content that stimulates learning and discussion. Collaboration with Subject Matter Experts (SMEs): Engage and collaborate with appropriate stakeholders, executive level leaders, SMEs, and others functions such as Compliance, Product, Legal, Risk, and Tax. Submit Materials for Compliance Review, as required: Assure all materials meet Compliance requirements for content and disclosure. Impactful Learning Assessment: Evaluate the effectiveness of design and curated content in achieving learning outcomes and use these insights to continually refine and optimize our L&D strategies. What you'll need: FINRA SIE and Series 6 required or must be obtained within 180 days of hire. Robust Design and Curation Background: A bachelor's or master's degree in graphic design, instructional design, or a related field, supplemented by a strong portfolio that highlights your design and content curation expertise. eLearning Development Expertise: Extensive experience with authoring tools like Articulate 360 or Adobe Captivate, combined with a skillful integration of graphics and interactive elements. Advanced Content Curation: Demonstrated ability in content curation, with an emphasis on sourcing, organizing, and contextualizing content to create comprehensive learning experiences. Engaging Workshop Creation: A history of designing and leading workshops that leverage both custom design work and curated content to enhance learning engagement and effectiveness. Cross-functional Collaboration: A proven track record of working collaboratively with multidisciplinary teams to deliver cohesive and visually appealing learning solutions. Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. At Prudential, you can: Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services such as on demand resources and networking to propel your career forward. We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose. #LI-RRJ What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $107,300.00 to $166,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$107.3k-166.4k yearly Auto-Apply 14d ago
Manager, Business Delivery
Prudential Financial 4.8
Prudential Financial job in Shelton, CT
Job Classification: Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & Strategy We are seeking a strategic and results-oriented leader to join our team as Manager, Business Delivery. Reporting to the Vice President, Retirement Strategies Business Delivery, you will play a pivotal role in executing high-impact initiatives, accelerating growth, and delivering best-in-class experiences across Prudential's Retirement Strategies portfolio. Role OverviewAs Manager, Business Delivery, you will lead cross-functional planning and execution of strategic initiatives, ensuring alignment with business priorities and delivering measurable outcomes. Success in this role requires strong leadership, agility, and the ability to thrive in a fast-paced, matrixed environment while managing multiple priorities.Key Responsibilities Strategic Initiative Leadership: Lead or co-lead large-scale, cross-functional initiatives with transparency and stakeholder engagement across internal and external partners. Manage Projects on Behalf of the Retirement Strategies Chief of Staff: Develop and execute strategic projects working closely with the business' Chief of Staff. These include our Balanced Scorecard - a key measurement device that ensures alignment and transparency across our business - and our Learning Hub. Reinsurance Execution: Manage end-to-end reinsurance transactions-from assessment through structuring and implementation-focused on pricing optimization, capital efficiency, and transaction effectiveness. Framework Development: Design and implement structured approaches for strategic planning, execution, and risk management to drive business objectives. Thought Leadership: Provide expertise on growth strategies, reinsurance constructs, and transaction mechanics to inform decision-making and execution. Executive Partnership: Serve as a trusted advisor to senior leaders, helping navigate challenges and drive strategic success. Agile Enablement: Champion business agility by integrating agile practices, streamlining processes, and enhancing cross-functional collaboration. AI-Driven Innovation: Identify and implement process improvements using AI technologies to modernize operations and foster continuous innovation. Qualifications & Skills Industry Experience: 5-7 years in retirement-focused financial services preferred; strong preference for annuity and reinsurance experience. Leadership & Influence: Proven ability to lead cross-functional teams and influence stakeholders across all levels. Strategic & Agile Mindset: Skilled in balancing traditional (Waterfall) and modern (Agile) methodologies to accelerate outcomes. Program Management: Strong organizational skills to manage multiple priorities across projects, programs, or portfolios. Excellent Microsoft Excel and PowerPoint Skills: Because much of the work you will do with the Chief of Staff will be in one or both of these programs, mastery of them is a must. Adaptability & Drive: Operates effectively in ambiguity, adapts to change, and drives results independently and collaboratively. Inclusive Leadership: Fosters a culture of inclusion, respect, and diverse perspectives. Communication Excellence: Exceptional verbal and written communication skills; able to convey complex ideas clearly to varied audiences. Detail Orientation: Highly organized with a strong focus on accuracy and execution. Education: Bachelor's degree or equivalent from an accredited institution. AI Literacy: Demonstrated ability to apply AI tools to enhance business processes and maintain a competitive edge. Our Culture: We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don't just accept difference-we celebrate it, support it, and thrive on it. **This is a hybrid role. The expectation is that candidates have the ability to work from one of the following Prudential locations: Shelton CT, Newark NJ. #LI-IN What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $118,700.00 to $176,600.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$118.7k-176.6k yearly Auto-Apply 13d ago
Administrative Assistant
Ameriprise Financial-New York 4.5
Southold, NY job
Job Description We're Hiring: Administrative Assistant / Receptionist - Southold, NY Endurance Planning Group - In-Person - Full-Time About Us Endurance Planning Group is a client-focused financial services practice dedicated to helping individuals and families achieve their goals. Our advisors and client service team strive to provide the highest level of service, and we're seeking an Administrative Assistant / Receptionist to join our team and support our growing client base. Position Overview We are looking for a highly organized and personable Administrative Assistant / Receptionist to manage front-office responsibilities and provide essential support to our advisors and client service staff. This role is fully in-person 5 days per week at our Southold office. Key Responsibilities Welcome and assist walk-in clients in a professional and friendly manner. Answer, screen, and direct phone calls. Collect and organize client documents. Support the Client Service Manager and Client Service Specialist by alleviating administrative workload. Ensure smooth day-to-day operations and provide an excellent client experience. Qualifications Prior administrative, receptionist, or client service experience preferred. Strong communication and interpersonal skills. Ability to multitask and manage priorities in a fast-paced environment. Proficiency with Microsoft Office and general office systems. Professional, reliable, and client-focused demeanor. Compensation & Benefits Status: Full-time, exempt. Salary: $50,000 annually 401(k): Safe harbor plan with 4% employer match (after 6 months). Health Insurance: Employer covers 50% of single premium (after 90 days). Dental Insurance: available (after 90 days). Insurance Access: Disability and life insurance available. Paid Time Off (PTO): 2 weeks annually Paid Holidays: 13 annually. How to Apply If you are dependable, motivated, and excited to provide outstanding support in a professional financial services setting, we'd love to hear from you. Please submit your resume and a brief cover letter outlining your qualifications and interest in the role. Please note: If you are selected for further consideration following the first-round interview, you will be asked to complete a brief Culture Index survey. Equal Opportunity Employer Endurance Planning Group is an equal opportunity employer and welcomes applicants from all backgrounds.
$50k yearly 24d ago
Actuary - Reinsurance
Massmutual 4.3
Hartford, CT job
Actuary Reinsurance Development Team within Corporate Actuarial Full-Time Boston, MA or Springfield, MA The Opportunity MassMutual is seeking a well-rounded, motivated financial professional to join the Reinsurance Development team within the broader Corporate Actuarial team. In this function, this individual will cover all aspects of reinsurance across MassMutual and is expected to successfully partner with the various internal and external businesses and partners of the Organization. They will also take the lead on developing additional analytics to better understand our current and projected reinsurance performance. The Team Reinsurance Development operates as a small center of excellence for reinsurance across the company. The team includes a treaty consultant, a reinsurance actuary, a member of actuarial leadership development program (ALDP), and the reinsurance administration team. We manage all of MassMutual's reinsurance relationships. The team leads and oversees all aspects of reinsurance including developing, negotiating, securing, and administering both traditional and financial reinsurance solutions to support the operational, risk and capital position of the Company. The team also develops and implements strategies to optimize the Company's existing use of reinsurance while managing and overseeing reinsurance relationships across the organization. We thrive on identifying solutions and executing, but also on effectively managing all our agreements and ensuring appropriate controls and governance around all aspects of reinsurance. The Impact: Provide technical expertise as the modeling lead for the team to produce output for regular reporting and ad-hoc analysis Help manage the use and direction of reinsurance across all lines of business for both inforce and new business balancing historical and expected go-forward profitability, risk appetite and existing exposures, contractual reinsurance obligations/requirements, In this role, the individual will lead work to develop an analytics framework on inforce reinsurance arrangements to assess performance and develop a better understanding of cash flows and economics with each reinsurer that will be regularly presented to management and used to help inform strategy decisions on the inforce reinsurance arrangements In this capacity, the individual will collaborate with members of the team and coordinate with reinsurance administration, valuation and product pricing teams Closely collaborate with Product, Pricing, and Assumption Oversight and Valuation teams to ensure adequacy and appropriateness of assumptions and strategies recommended as part of the reinsurance exercise, Reinsurance Administration team to ensure reinsurance solutions can be practically implemented, and provide guidance or to ensure administration is in compliance with the terms of the agreements Enterprise Risk Management to evaluate and monitor counterparty risk exposure against established thresholds The Reinsurance Development team to complete quarterly reporting and analytics for management to support discussions around reinsurance performance while overseeing routine reporting done by the ALDP member Develop relationships with external reinsurance counterparts, and manage the standard request for proposals and implementation of coverages, such as yearly renewable term pools, while collaborating with Product to analyze the reinsurance proposals and providing recommendations to the Head of Product and Chief Actuary Regularly attend strategy meetings with senior leadership, the Chief Actuary, other departments, and external reinsurance counterparts with opportunities to present and participate in discussions to ensure the use of reinsurance and expertise from the reinsurers is optimally utilized across the organization Attend one reinsurance conference per year to discuss strategy and priorities with external reinsurance counterparts Strategic thinking, clear communication, leadership running initiatives and solid partnership with the business and other departments The Minimum Qualifications Bachelor's Degree Associate of the Society of Actuaries (ASA) An individual with demonstrated professional financial experience with 5+ years of life or health or annuity insurance experience The Ideal Qualifications Fellow of Society of Actuaries (FSA) or equivalent professional credential from a recognized professional actuarial association is a plus but neither is not a requirement 5+ years of experience, preferably in the U.S. insurance market Experience in reinsurance across life, health or annuity product lines and capital management 2+ years of experience with Moody's AXIS Self-motivated and independent with strong analytical, strategic & critical thinking, and problem-solving skills; comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to problems and challenges Effective time management, planning and organization skills Strong interpersonal and communication skills: ability to convey complex issues, explain methodologies and influence resolutions in writing and orally Ability to rapidly respond to changes in direction, tight deadlines and high-pressure situations What to Expect as Part of MassMutual and the Team Regular meetings with the Reinsurance Development Team Focused one-on-one meetings with your manager, the reinsurance actuary Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups Access to learning and development content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business practices with industry leading pay and benefits #LI-ST1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
$104k-140k yearly est. Auto-Apply 1d ago
Broker Dealer Operations- Submissions Processor
Voya Financial 4.8
Hartford, CT job
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: ****Currently have 3 openings on this team**** Our Submissions Team is the point of contact for Voya Financial Advisors' registered representatives and their clients regarding all forms and submission processes. Our Submissions Processors partner with our registered reps to help grow their businesses and attract and retain clients. They review submissions to ensure all forms are complete and in good order. They provide service and support to advisors and clients through incoming phone queues and electronic cases and take ownership of cases until resolution. They answer routine inquiries as well as those of a non-routine nature that require independent thinking and problem solving. They support strategic initiatives and goals of the company, while serving as subject matter experts in a large variety of topics. Please Note: This position has been designated as an office centric role and requires work to be performed on-site in our Windsor, CT or Boston, MA office. The Contributions You'll Make: Promptly respond to submissions-related inquiries received via inbound phone lines Review submissions for new accounts and account updates to ensure forms are in good order Use a variety of systems and tools to answer inquiries. Systems include, but are not limited to, Netx360, Salesforce, and Genesys. Serve as a subject matter expert on a variety of topics including but not limited to Broker Dealer forms, account opening, account maintenance, and our processes to submit business. Capture caller information on customer management system. May be required to follow up with customer to ensure service issue has been resolved. Comply with all division policies and regulatory requirements. Execution of duties will necessitate a firm understanding of a variety of company policies, industry initiatives, and legal guidelines. Meet FINRA requirements to retain registration, including but not limited to: annual training, understanding and complying with required reporting, and staying current on FINRA and broker dealer policies and procedures. Other duties as assigned. Knowledge & Experience: FINRA exams preferred. At least 1-2 years of customer service Knowledge of the financial industry. Bachelor's degree or comparable experience in lieu of degree. Provide professional, reliable and prompt services to customers, develop relationships with external and internal partners, and effectively troubleshoot, prioritize, and multi-task. Customer focused, self-motivated and enjoy working in a busy call center and processing environment. Work collaboratively in a team environment to solve complex situations. Strong communication and organizational skills. Maintain a business-driven mindset by placing the customer first and demonstrating a sense of urgency at all times. #LI-NM1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $52,590 - $65,740 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
$52.6k-65.7k yearly Auto-Apply 22d ago
Property Adjuster Specialist - Field
United Services Automobile Association (USAA 4.7
Springfield, MA job
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle complex property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a field-based role in the Springfield, MA area. Candidates who are willing and able to work in this area are encouraged to apply. What you'll do: * Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. * Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. * Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. * Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. * Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. * Maintains accurate, thorough, and current claim file documentation throughout the claims process. * Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. * Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. * May be assigned CAT deployment travel with minimal notice during designated CATs. * Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. * Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. * Adjusts complex claims with attorney involvement. * Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. * May require travel to resolve claims, attend training, and conduct in-person inspections. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * High School Diploma or General Equivalency Diploma. * 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. * Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. * Proficient knowledge of residential construction. * Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. * Proficient negotiation, investigation, communication, and conflict resolution skills. * Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. * Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. * Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. * Successful completion of a job-related assessment may be required. What sets you apart: * Hands-on experience in the field handling high-severity and complex property claims such as fire, water damage, vandalism, malicious mischief, foreclosures, earth movement, collapse, and liability. * Residential property field adjusting experience with dwelling, structure and additional living expenses. * Experience working directly for a standard insurance carrier handling claims from start to finish (first notice of loss, reviewing policy, making coverage decisions) * Proficient in using estimating platforms and virtual inspection tools like Xactimate, ClaimXperience and XactAnalysis * Insurance industry designations such as AINS (Associate in General Insurance), CPCU (Chartered Property Casualty Underwriter), AIC (Associate in Claims), or SCLA (Senior Claims Law Associate) or actively pursuing * Active Property & Casualty adjuster license * Currently reside in the Springfield or surrounding areas enabling quicker response times for local claims and a better understanding of regional risks * US military experience through military service or a military spouse/domestic partner Physical Demand Requirements: * May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. * May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. * May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. * May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $74,240 - $133,620. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$74.2k-133.6k yearly 20d ago
Senior Salesforce Product Designer - eCRMS
American Express 4.8
Hartford, CT 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. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The core of our company is not just the products we offer, but the personal connections our customers have with our brand. You can create digital experiences - from payments to rewards to servicing - that keep us connected to our customers and serve them at every touchpoint. From digital servicing and lifestyle features to secure, frictionless payment options, you can make a meaningful difference in our customers' lives and help set us apart in the industry. The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are looking for a Senior Product Designer to develop the overall redesign of our CRM systems. Extensive knowledge of Salesforce design language will be critical to the success of this role. Reporting to the Director, eCRMs Digital Product Management, the Senior Product Designer will be responsible for creating an AI-powered, user-centric experience that will be used by American Express Sales colleagues. This role will be pivotal in realizing our POA vision for CRM transformation by crafting compelling user interfaces and ensuring that key stakeholders are brought along throughout the multi-year initiative. The ideal candidate is a Salesforce Certified User Experience (UX) Designer and will enable consistent out-of-the box utilization of the Salesforce platform. **Responsibilities:** + Partner with eCRMs Product and Engineering teams to define project requirements and create prototype interfaces for activities across the holistic Sales journey; effectively present design decisions and design strategy to partners and cross functional leadership. + Analyze user research, business insights, and other relevant data to determine user needs and requirements using human-centered design. + Create and maintain UI/UX resources such as content templates, samples, and guidelines to streamline the design process for designers and developers. + Proactively identify the right artifacts to create based on project needs and timeline **Qualifications:** + Bachelor's Degree required with Masters degree in Computer Science, Engineering, Information Technology preferred. + Minimum of 5-7 years professional experience in Product Design or UX. + Salesforce Certified User Experience (UX) Designer. + Highly skilled in Salesforce design language and platform landscape. + Expert knowledge of Figma. + Excellent verbal and written communication skills. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must. + Knowledge of how-to problem-solve and design using core UX concepts. + History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity. **Qualifications** Salary Range: $123,000.00 to $215,250.00 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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** United States **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25021806
$123k-215.3k yearly 14d ago
Sr Sales Rep-Retire Svcs
Voya Financial 4.8
Springfield, MA job
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Profile Summary: The Sales Director will successfully direct sales activities in a defined geographic area selling/wholesaling corporate retirement and tax- exempt opportunities from start up plans to $50mm in assets (excluding government and K-12 marketplace) for Voya's Emerging Markets division. Profile Description: Develop and maintain sales programs for assigned territories Maintain and strengthen relationships with key plan sponsor, brokers, consultants and third party administrators while developing and cultivating new business relationships Develop and execute annual marketing plans with innovative and creative ideas to increase sales Identify and understand needs of key decision makers and direct efforts to provide product enhancements and service Deliver presentations to key stakeholders including: prospects, financial professionals and industry leaders Manage, develop and motivate a wide variety of retirement plan distribution sources Leverage technology to implement and track sales and marketing plans Partners with other VOYA representatives to enhance awareness of full suite of VOYA capabilities. Knowledge & Experience: Bachelor's degree or equivalent experience 4-6 years sales experience with the Retirement Plan/Investment industry, proven track record of sales success FINRA Series 6 and 63 State Life and Health Excellent communication skills, both written and verbal Proven ability to lead Ability to travel #LI-NV1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $82,400 - $103,001 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
$82.4k-103k yearly Auto-Apply 7d ago
Investment Management Project Manager
Massmutual 4.3
Hartford, CT job
Full-Time Boston, MA or Springfield, MA The Opportunity In this role, you will report directly to the Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding Develop and maintain required Detailed Planning artifacts and manage plan execution Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity Drives continuous improvement and efficiencies beyond own scope of responsibility Accountable for meeting all business requirements from development through implementation The Minimum Qualifications Bachelor's degree or equivalent experience and expertise 8+ years of project management experience 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications 10+ years of project management experience, 5+ within a PMO 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. Proven success in delivering complex long-term projects on time, within budget, and to scope Project Management Professional (PMP) certification or equivalent Strong understanding of project management methodologies i.e. Agile or Waterfall Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team Regular meetings with the portfolio sponsor Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DM2 #LI-CFPMO MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
$100k-133k yearly est. Auto-Apply 1d ago
Underwriting Specialist, Lexington Property
AIG Insurance 4.5
Farmington, CT job
At AIG, we are reimagining the way we help customers to manage risk. Join us to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. Lexington Insurance AIG's Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided flexible solutions to companies and organizations of all sizes - from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on their entrepreneurial spirit, colleagues are encouraged each day to rise to challenges and embrace opportunities to make a difference. How you will create an impact The candidate must have the ability to underwrite property risks across the spectrum of E&S Property business while helping to set direction for your team and maintaining a balanced portfolio across both primary and excess placements. Position requires ability to underwrite 100%, primary/shared and layered, and excess structures. A strong understanding of current market conditions, ability to quickly make decisions and turn around quotes and manage multiple prospects at one time are essential. As a member of the senior leadership within Lexington, take on responsibilities beyond everyday management and underwriting, including mentoring, collaboration within the Zone across business divisions and driving a diverse and inclusive culture. Must be able to work with regional Property leadership peers in order to continue to build a nationally renowned team and culture for Lexington Underwrite risks to maintain and profitably grow our E&S portfolio across our desired business segments. Collaborate with colleagues internally and be reliably visible to our wholesale trading partners. Review and negotiate manuscript form wordings and coverages. Act as a senior mentor to train and guide other members of the team within the Zone What you'll need to succeed An Insurance professional with a minimum 5+ years' experience in Commercial Property E&S underwriting. The candidate must have the ability to underwrite property risks across the spectrum of E&S Property business while helping to set direction for your team and maintaining a balanced portfolio across both primary and excess placements. Position requires ability to underwrite 100%, primary/shared and layered, and excess structures. A strong understanding of current market conditions, ability to quickly make decisions and turn around quotes and manage multiple prospects at one time are essential. As a member of the senior leadership within Lexington, take on responsibilities beyond everyday management and underwriting, including mentoring, collaboration within the Zone across business divisions and driving a diverse and inclusive culture. Must be able to work with regional Property leadership peers in order to continue to build a nationally renowned team and culture for Lexington. At AIG, we value in-person collaboration as a vital part of our culture, which is why team members come together in the office four days per week. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Ready to solve bigger problems? We would love to hear from you. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of belonging We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The diversity of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: UW - UnderwritingLexington Insurance Company
$102k-135k yearly est. Auto-Apply 60d+ ago
Registered Client Service Associate
Morgan Stanley 4.6
Mystic, CT job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Registered Client Service Associates located in Connecticut receive an annual salary ranging from $24,960 to $83,000. In addition, Registered Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee's regular hourly rate of pay by one-and-a-half. Morgan Stanley also offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm's benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$25k-83k yearly Auto-Apply 60d+ ago
Systems Analyst - Technology Business Managemen - Apptio
Massachusetts Mutual Life Insurance Company 4.3
Springfield, MA job
Role: Systems Analyst- Technology Business Management (TBMA) Team: ETX Portfolio Management and Analytics Dept: ETX Strategy and Governance Fulltime - Springfield, MA The Opportunity To continue adding insight to our IT expenses at MassMutual, we are seeking a Technology Business Management Analyst (TBMA) to join our Business of IT Tools Team. The candidate will be responsible for the maintenance, development and enhancement of our TBM platform (Apptio). This includes report development and maintenance of the TBM eco system, data management and analysis. The Team Be part of a growing team, focused on delivering quality data and analytics thru the TBM platform Apptio. Supporting highly mature APPTIO model and creating clear, multi-lense reports. Allowing our IT, Finance and Business partners to make data driven decisions and focus MassMutual on value creation. The Impact: Design, develop, and maintain the Technology Business Management (TBM) Model R12, Architecture and Data across Cost Pools, Towers, Services through various modules in Apptio. Gather functional and business requirements from client and translate into a functional hosted solution design, which meets customer needs, provides maximum solution value, and is within scope of Apptio products/services. Configure, test, & document Apptio Dashboard, reports and underling data models to meet function design and specifications. Responsible for administering and day to day managing of system production support, reporting development cycles, including business requirements design solutioning, test management, integration strategy, deployment and training Own end to end the monthly calendar for the Apptio system, responsible for monthly opening and closing of the forecast, supporting the monthly close process, annual / strategic plan and associated dashboard reporting Conduct data quality and gap analysis, develop a maturity plan and collaborate with data source owners on data sets Responsible for delivering Apptio system integration, enhancements, and optimization capabilities for dashboard reporting Perform monthly data loads, monitoring integrity of data, analysis, and maintenance of reference data and mapping issues, solutioning of data errors. Ability to support data connectivity through API's and those embedded within our tool and develop integrations and modeling across large data sets Monitor & control dashboards that focuses on data reconciliations and controls, quickly escalating issues, troubleshooting and solutioning Works with IT leaders to develop & deliver data capabilities needed for Apptio tools, streamlining overall system architecture including configuration and components and ensures usability/functionality of components Provides new reporting capabilities and support strategic vision around monthly reporting needs Import, transform and rationalize data from systems of record (SAP, PPM, ServiceNow, CTM, AWS, Azure) understanding system integration points and impacts on production Participates in collaborative efforts with finance. Allocation and Reporting Responsible for improving and enhancing use of the Apptio Platform through automation, data configuration, allocation changes, existing report updates and new report creation Is the technical contact for the company when communicating to the Apptio Operations and/or Engagement Management teams Support the Forecast and Annual Budget processes The Minimum Qualifications Bachelors degree in Data Analytics, Management Information Systems, Finance or related degree 8+ years of relevant experience in systems analytical work 5+ years' experience as an Apptio System Administrator and executing custom solutions in TBM Studio Certified TBMA The Ideal Qualifications 4+ years of experience as Apptio Administrator Proficient in accounting concepts, practices, and procedures. Experience with Cost Transparency and IT Planning High degree of organization and ability to manage multiple, competing priorities simultaneously. Strong understanding of formulaic logic in MS Excel (if statements, VLOOKUP, pivot tables, macros, etc.) Experience working with large data sets in Excel History of analytical problem solving and quickly resolving data-related issues Knowledge of financial management processes (Budgeting, Forecasting, Cost Allocations, etc.) Proficient in Apptio Able to thrive in a collaborative and cross-functional environment Strong written and verbal communication skills Experience with AWS and/or Azure cloud billing. Deep knowledge of the Apptio solution and the TBM Taxonomy Experience working with at least one object-oriented language (Java, C#, Python, etc...) Analytical and detail-oriented individual that enjoys working with data solutions. Strong to expert skills in data manipulation with tools like MS Excel, BI tools, etc. Ability to quickly comprehend complex spreadsheets/data Knowledge of company IT services and financial management processes and practices such as budgeting, cost allocations, capital & operating expense handling, program portfolio management, and application / infrastructure support. Knowledge and application of relational database concepts. Skilled at working with large data sets in Excel, quickly resolving data-related issues. Skilled at communicating and managing issues with technical teams in a production environment Skilled at report creation Experience translating executive vision into technical requirements Experience with Cloud-ability is highly desired. What to Expect as Part of MassMutual and the Team Regular collaboration with the ETX Portfolio Management and Analytics Focused one-on-one time with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
$121.8k-159.8k yearly Auto-Apply 60d+ ago
Investment Product Consultant
Massachusetts Mutual Life Insurance Company 4.3
Springfield, MA job
The Opportunity This position is within the MML Investors Services, LLC Broker Dealer and Corporate RIA (MMLIS) on the Investment Products Team. This position will manage the current Envestnet platform investment offerings in the various WMS programs. The role will be highly visible and expected to work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class. The WMS platform is expected to grow from a current $100 billion to $250 billion AUM in the future. The consultant will monitor for Field Escalation issues - as any impact could be presenting itself as a result of new enhancements put into production. You are expected to be a self-starter and eager to find creative solutions. The Team At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it's advice on investment strategies, retirement planning, estate planning, lending, and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. The Wealth Management Product team's mission is to empower advisor practices, agencies, and MassMutual to excel in the investment advisory and brokerage space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing. The Impact The position has the following responsibilities: The Product Management / Development function is responsible for developing new products and/or solutions, ensuring the competitiveness of existing products. The function strengthens the sales effort by working with Sales and Marketing to define competitive market requirements and identify opportunities as well as models profit and loss, or risk control. Manage the overall investment options on the Envestnet platform and interact with asset manager partners as necessary on a daily basis. Work closely with the MMLIS Innovation team, MMLIS Ops and MMLIS business line heads in determining how investment options should work for investment advisory offerings. Review new additions from Envestnet and determine which are additive for advisors. Articulate new investment options on Field calls and presents use cases for advisors to understand impact on their practice. Maintenance of internet as well as as well as working with Marketing and Readiness in communicating to advisors our capabilities. Employee occupying the role must be knowledgeable in the data captured across the various databases at MML and leverage this data to inform decisions. Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them. Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform. The Minimum Qualifications 7+ years' experience in the financial services industry Series 7 at time of application or must obtain within 1 year of hire 3+ years' participating in product implementation projects 3+ years' experience in relationship management The Ideal Qualifications 7+ years in the use of configuration, implementation and enhancement of product technology platforms Proven capabilities in design that can give the broker dealer a competitive edge Persuasive communication and presentation skills Strong problem-solving skills Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word) Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace What to Expect as Part of MassMutual and the Team Regular meetings with the Team Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
$121.8k-159.8k yearly Auto-Apply 60d+ ago
Director - Enterprise Sales Team
American Express 4.8
Hartford, CT 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. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team. The Director of Enterprise Sales will be responsible for acquiring new-to-franchise T&E and supplier payment business across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Key responsibilities include:** * Drive New Sales from prospective clients with annual revenue of $1B in primary and secondary markets * Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions. * Lead strategic selling in alignment with compliance and internal partner business requirements. * Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements. * Achieve New Sales CV Targets * Execute a transactional sales cycle * Sell core and supplier payments American Express solutions * Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume **Minimum Qualifications:** * Advanced analytical skills to bring concepts to life through data * Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies * Hunter mentality * Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies * Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets * Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments. * Extensive experience with complex sales planning and execution * Strong financial acumen * Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects * Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services * Exceptional thought leadership, strategic thinking skills and project management aptitude * Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels * Strong collaboration and leadership skills * Ability to travel as required * Bachelor's Degree required; MBA preferred * Must be able to work in a virtual environment * Preference for candidates in Mountain West/Chicago, Ohio Valley, and Southeast (Florida/Georgia) **Qualifications** Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) 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:** United States **Schedule** Full-time **Req ID:** 25020691
$132.8k-243.5k yearly 26d ago
Travel & Expense Compliance Analyst, Corporate Travel
Massmutual 4.3
Hartford, CT job
Travel & Expense (T&E) Compliance Analyst, Corporate Travel Procurement Full-Time Springfield, MA The Opportunity You would be responsible for overseeing a range of activities related to business travel and expense management, including daily auditing of expense reports, reconciliations, compliance reviews, reporting and analysis, team coordination, and driving process improvements. This role requires analytical skills, exceptional attention to detail, strong customer service and clear communication with both team members and internal customers throughout the organization. In addition to core responsibilities, you would participate in projects and cross-training with other Business Consultants to further develop you and your career path. The Team You will join a collaborative group of professionals with expertise in Business Travel and Expense, credit card management, and customer service. Team members work together to share knowledge and support each other across various areas of responsibility, including cross-training, providing a career path. The team works with all levels of the company and several external vendors, to ensure a seamless end-to-end process for travelers. This close-knit team values collaboration, transparency and feedback. The Impact: Process daily expense report audits, utilizing AI and machine learning to identify issues and data trends, ensuring compliance with the policy and best practices. Ensure expense reports remain current through ongoing monitoring and management, enabling traveler's company issued credit cards to stay current and available. Meet goals and objectives related to accuracy, SLAs, Operational metrics and audit support. Lead for auditing of expense reports, including updating standard operating procedures (SOPs), identifying and implementing process improvements, and reporting on findings, practicing a continuous improvement culture. Manage incoming requests through ServiceNow and emails, ensuring exceptional customer service in a timely manner. Collaborate and cross-train with team members to maintain coverage and deepen understanding of interconnected processes. Work closely with international colleagues to learn and adapt to cultural and governmental requirements, providing backup support as needed. Provide comprehensive reporting on metrics, trends, survey results, and recommended next steps for all audit and query tools. The Minimum Qualifications High School Diploma or GED 2+ years of customer service, and analysis or auditing experience. The Ideal Qualifications Bachelor's Degree. Experience with analysis of travel expense data and identify trending and areas of opportunities. Ability to provide accurate and timely reporting. Excel, PowerPoint, Word and AI skills. Be curious. Strong organizational skills and attention to details. A strong sense of urgency, professional and strict adherence to confidential information. Strong team player, with capacity for cross-training opportunities. What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Travel Team, including members in India and Romania. Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups. Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-MM1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
$62k-80k yearly est. Auto-Apply 1d ago
Call Center Supervisor
Metlife 4.4
Bloomfield, CT job
In person Training - 7 weeks 8a-5p In office once a month for office meetings Summary of Responsibilities: Throughstrong leadership, the US Customer Care Supervisor ensures that the service team offers a customer-centric experience on every call that is consistent with GCS values and principles, while assisting MetLife customers with questions on their policy, features, benefits and executing on requests for transactions or processing. Create an environment that promotes a high level of engagement among associates and delivers on superior customer satisfaction. Clearly communicate with and coach associates to ensure key business metrics are delivered. Principal Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. * Supervise and lead a team of customer care associates who engage in providing service on a variety of MetLife products ensuring a superior customer experience. * Proactively coach, motivate and develop associates to ensure their performance exceeds our customer's expectations. Hold them accountable for those results. * Partner with recruiting to acquire new and diverse talent into the service organization with the requisite customer orientation, skill set and knowledge to build and strengthen customer relationships and drive profitable growth. * Monitor associate calls and provide feedback on quality of information, quality of interaction and following appropriate procedures. * Create performance appraisals for associates, including tracking performance trends for determination of recognition and disciplinary action. * Ensure department compliance with all applicable ERISA, HIPAA and internal Quality Management Systems regulations and guidelines. * Foster collaboration among peers and with other partners by building effective, results-driven relationships to leverage resources across GCS and MetLife. Knowledge/Skills/Competencies Required: * New hires should live a commutable distance from the site the role is posted in * Ability to create a work environment that fosters high morale & employee engagement within a service operation that is fast paced and subject to frequent change * Demonstrated commitment to diversity, integrity and value of the contributions of associates at all levels in the organization * Demonstrated excellent interpersonal communication and coaching skills to develop talent for the future * Strong supervisory/leadership skills and abilities * Customer focused * Commitment to continuous, ongoing improvement in the level of service provided to internal and external customers * Demonstrated problem solving and decision-making skills along with the ability to manage multiple projects * Ability to manage change and to support company-wide initiatives * Ability to work effectively as a member of a supervisory team * Knowledge of the organization's operations, quality management tenets, products and services as well as those of related organizations and business partners * General understanding of the Company's Human Resources policies and procedures What Can Give You an Edge (Additional Skills) * Experience with Disability product a strong plus. * Suggested 5 Years' experience in call center environment. * Positive attitude and desire to develop. * Innovative and Self-Directed. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.
$32k-46k yearly est. 6d ago
Senior Manager-Payments Consulting- US Debit
American Express 4.8
Hartford, CT 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?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **Qualifications** Salary Range: $103,750.00 to $174,750.00 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 United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234
$103.8k-174.8k yearly 38d ago
Disaster Recovery Specialist
VOYA Financial Inc. 4.8
Hartford, CT job
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Position Summary We are seeking a detail-oriented and technically proficient Disaster Recovery Specialist to lead and support all aspects of disaster recovery planning, testing, automation, and reporting. This role will ensure organizational resilience and compliance with recovery objectives while driving innovation and reducing manual dependencies in DR and cyber incident response. Key Responsibilities * Lead all enterprise DR tests, including Level I (CMDB Review), Level II (Walkthrough), and Level III (Functional Testing), ensuring full coordination across infrastructure, application, and business teams. * Organize and facilitate cross-functional participation in DR exercises, including internal teams and third-party vendors. * Develop and maintain DR calendars, test schedules, and compliance documentation. * Drive automation of DR workflows to reduce reliance on human capital and improve response time and accuracy. * Support ransomware recovery planning and tabletop exercises, including development of isolated recovery environments (IREs) and playbooks. * Maintain DR documentation including business function mappings, recovery time objectives (RTO), and tier classifications. * Contribute to the development and refinement of DR metrics dashboards, including recoverability scores, tiering compliance, and plan currency. * Assist in the creation and submission of monthly and quarterly ORM metrics, including Tier 1 and Tier 2 recoverability and plan approval rates. * Participate in working sessions and support automation and monitoring of DR workflows. * Provide support for DR-related communications, including participant instructions and compliance letters. Required Qualifications * 3+ years of experience in disaster recovery, business continuity, or IT operations. * Proven experience leading DR testing and coordinating multi-team participation. * Experience with DR testing methodologies and compliance frameworks. * Experience with cloud-based DR solutions and Azure Site Recovery (ASR). * Exposure to cybersecurity and ransomware recovery planning. * Experience with DR automation tools such as Continuity Patrol or similar platforms. * Strong analytical skills and attention to detail in metrics reporting and documentation. * Excellent communication and collaboration skills across technical and business teams. * Ability to work independently and manage multiple priorities in a fast-paced environment. * High standards of integrity and transparency in all aspects of execution and reporting. Preferred Qualifications * Knowledge of ITIL or similar service management frameworks. * Experience with ORM reporting and enterprise risk metrics. #LI-LH1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $130,000 - $145,000 Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes
$130k-145k yearly Auto-Apply 42d ago
Director - Revenue Customers
American Express 4.8
Hartford, CT 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. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team. The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Key responsibilities include:** + Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets + Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions + Lead strategic selling in alignment with compliance and internal partner business requirements + Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements + Achieve Sales CV Targets + Execute a transactional sales cycle + Sell core and supplier payments American Express solutions + Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume **Minimum Qualifications:** + Advanced analytical skills to bring concepts to life through data + Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies + Hunter mentality + Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies + Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets + Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments + Extensive experience with complex sales planning and execution + Strong financial acumen + Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects + Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services + Exceptional thought leadership, strategic thinking skills and project management aptitude + Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels + Strong collaboration and leadership skills + Ability to travel as required + Bachelor's Degree required; MBA preferred + Must be able to work in a virtual environment **Qualifications** Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) 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:** United States **Schedule** Full-time **Req ID:** 25021838
$132.8k-243.5k yearly 26d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
New Haven, CT job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 12d ago

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