Post job

Prudential Financial jobs in Tampa, FL - 520 jobs

  • Intermediate Life Solutions Specialist - Tampa

    USAA 4.7company rating

    Tampa, FL 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 The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position will be based on the Tampa, FL (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $48,340.00 - $81,580.00. 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.
    $48.3k-81.6k yearly 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Injury Adjuster- FPI

    USAA 4.7company rating

    Tampa, FL 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 Injury Adjuster- FPI, you will responsible to adjust non-attorney involved soft tissue bodily injury or auto PIP/MP medical claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, C Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. Training Schedule: Must be available to attend mandatory training for 5 weeks. PTO will not be permitted during these time frames. Work Schedule: Must be open and available to work any schedule assigned between Monday - Friday 7:00a.m - 7:30 p.m. What you'll do: Adjusts soft tissue, moderately complex and complex 1st party PIP/MP medical claims. Identifies, confirms, and makes coverage decisions on soft tissue claims. Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes. Provides advice and sets expectations into next steps to members. Collaborates and supports team members to resolve issues and identify appropriate matters for escalation. Partners with and/or directs vendors and internal business partners to facilitate timely claims resolution. Delivers a best-in-class member service experience through setting appropriate expectations and proactive communication. 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. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled. What you have: High School Diploma or General Equivalency Diploma. 1 year of injury adjusting or auto liability adjusting experience to include highly complex vehicle physical damage, such as multi-vehicle, non-owned vehicles, or total loss claims. Working knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, prioritizing, multi-tasking, and problem-solving skills. Exercise sound financial judgment and discretion in handling insurance claims. Knowledge of coverage evaluation, loss assessment, and loss reserving. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: 2+ years Auto Liability/Casualty adjusting experience to include complex/multi vehicle liability. 3+ years PIP/MedPay coverage handling experience. Ongoing Professional Development with a focus on Insurance. Bachelors Degree or higher. Compensation range: The salary range for this position is: $57,970 - $97,820. 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.
    $58k-97.8k yearly 2d ago
  • Solution Management Consultant - Life Insurance Sales Coach

    USAA 4.7company rating

    Tampa, FL 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 USAA is seeking a talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. 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: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active Life/Health license 3 or more years of Life Insurance Sales Coaching experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 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.
    $71k-86k yearly est. 2d ago
  • Life Actuarial Solutions Analyst Senior - Annuity Pricing Team

    USAA 4.7company rating

    Tampa, FL 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 Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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.
    $93.8k-179.2k yearly 2d ago
  • Product Consultant - RJ Bank Operations

    Raymond James 4.7company rating

    Saint Petersburg, FL job

    As a member of Operations, uses knowledge and skills obtained through experience and/or training to assist with the overall management of assigned functional area. This includes collaborating with the management team to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. Working under limited supervision and with a level of autonomy, this individual will contribute to all phases of process improvement, bringing an innovative spirit and analytical mind to enhancing existing processes and procedures. Contact with internal customers is required to identify, research, and resolve problems. Job Description Essential Duties and Responsibilities Works hands-on with internal customers and stakeholders to understand business processes. Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement. Consults with users to identify, analyze, refine and document business requirements. Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization. Proposes recommendations for process improvement. Documents business and technical requirements for desired process solutions. May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s). Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements. May lead the work of others and provide cross-training, coaching and mentoring, as required. Facilitates and participates in user testing of process and enhancements and core systems. May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions. Assists with special projects, and involvement in day to day operations, as required. Performs other duties and responsibilities as assigned ***Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future. Knowledge of Basic principles of banking and finance and securities industry operations. Functional, operational and technical requirements of all systems used by assigned functional area(s). Core Private Client Banking servicing platform, and complementary systems. Information technology support and technical documentation. Skill in Operating standard office equipment and using required software applications. Verifying information for accuracy and completeness. Interpreting client input, clarifying issues and developing solutions. Analyzing operational processes and processes and identifying opportunities for improvement. Preparing various reports, summaries, surveys and written recommendations. Developing instructional and procedural documentation/presentations. Ability to Lead the work of others and provide cross-training, coaching and mentoring Partner with other functional areas to accomplish objectives. Attend to detail while maintaining a big picture orientation. Read, comprehend and apply business-related information. Interpret and apply policies and identify and recommend changes as appropriate. Solve complex problems and model the business and financial impact of proposed scenarios. Actively communicate technical and business aspects of work efforts to team members. Work independently as well as collaboratively within a team environment. Establish and maintain effective working relationships at all levels of the organization. Communicate effectively, both orally and in writing, with all organizational levels. Demonstrate flexibility in accepting and adapting to change.sza Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment. Take personal ownership of issues, following through to issue resolution. Education Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1
    $72k-88k yearly est. Auto-Apply 49d ago
  • Enterprise Event Planner (Mid-Level)

    USAA 4.7company rating

    Tampa, FL 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 **mid-level Enterprise Event Planner** , you will conceptualize, plan, coordinate, and deliver successful Enterprise events that support and demonstrate USAA's mission while meeting event results. Primary duties are focused on developing long-term, detailed project plans, locating and securing event location, vendor relationship management, coordinating event participation, and driving relevant protocol and brand standards while mitigating reputational risks. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** **This position will be based in the Tampa, Florida office,** **located at 17200 Commerce Park Blvd, Tampa, FL 33647.** Relocation assistance is **not** available for this position. **What you'll do:** + Plans, handles, and implements moderately complex Enterprise-wide events with moderate visibility and brand impact. + Develops detailed project plans for assigned CEO, Executive Council, and Enterprise events and handles timelines to ensure deadlines and deliverables are met timely and within budget. + Uses proficient event planning experience to ensure assigned events and meetings meet objectives and deliver desired outcome and positive audience experience. + Provides input to Marketing and Communication partners to develop written and visual marketing materials and identify the most effective marketing distribution channels. + Negotiates, signs, and implements contracts up to $50,000 with internal/external vendors, entertainment, venues, and speakers for Enterprise-wide events. + Provides mentorship to collaborators on accurate protocol and branding procedures. + Participates in after-action reviews with the Enterprise Event team, attendees, and vendors to review event statistics, discuss areas of opportunity, and provide recommendations for improvements. + Identifies issues for partner concern and may assist team members on complex issues. + 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:** + Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 4 years of relevant experience including event planning, marketing, communications, or media production in a corporate setting. + Ability to prioritize multiple tasks simultaneously and excel in a fast-paced, deadline-oriented environment. + Strong communication and interpersonal skills. + Knowledge of project management, budget control, and contract management. + Ability to react positively and quickly in stressful situations. **Compensation range:** The salary range for this position is: $69,920.00 - $133,620.00 **.** **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $43k-50k yearly est. 6d ago
  • Lead Graph Data Scientist - Identity Analytics

    USAA 4.7company rating

    Tampa, FL 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** We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is **not** available for this position. The **Lead Graph Data Scientist - Identity Analytics** is responsible for development and implementation of quantitative solutions that improve USAA's ability to detect and prevent identity theft, account takeover, and first party/synthetic fraud. These solutions will range from the development of machine learning models to broad implementation of solutions such as graph analytics to protect USAA and our Members from risks emanating from these threats. Strong candidates will be able to deploy the following work products and processes: + Develop and continuously update internal identity theft and authentication models to mitigate fraud losses and negative member experience from fraud application, synthetic fraud and account takeover attempts + Closely partner with Strategies team, Director of Fraud Identity Analytics and Director of Fraud Model Management and Model Users on model builds and priorities + Partner with Technology and other key collaborators to deploy a Financial Crimes graph database strategy, including vendor selection, business requirements, data needs, and clear use cases spanning financial crimes + Deploy graph databases and graph techniques to identify criminal networks engaging in fraud, scams, disputes/claims and AML and deliver highly significant benefits + Generate and prioritize fraud-dense rings to mitigate losses and improve Member experience + Identify and work with technology to integrate new data sources for models and graphs to augment predictive power and improve business performance + Exports insights to decision systems to enable better fraud targeting and model development efforts + Drives continuous innovation in modeling efforts including advanced techniques like graph neural networks + Develops and mentors junior staff, establishing a culture of R&D to augment the day-to-day aspects of the job **What you'll do:** + Gathers, interprets, and manipulates sophisticated structured and unstructured data to enable sophisticated analytical solutions for the business. + Leads and conducts sophisticated analytics demonstrating machine learning, simulation, and optimization to deliver business insights and achieve business objectives. + Guides team on selecting the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs. + Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework. + Composes and peer reviews technical documents for knowledge persistence, risk management, and technical review audiences. + Partners with business leaders from across the organization to proactively identify business needs and proposes/recommends analytical and modeling projects to generate business value. + Works with business and analytics leaders to prioritize analytics and highly sophisticated modeling. problems/research efforts. + Leads efforts to build and maintain a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are transparent and based on the highest quality data. + Assists team with translating business request(s) into specific analytical questions, implementing analysis and/or modeling, and communicating outcomes to non-technical business colleagues with a focus on business action and recommendations. + Manages project portfolio breakthroughs, risks, and impediments. Anticipates potential issues that could limit project success or implementation and intensifies as needed. + Establishes and maintains standard methodologies for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards. + Interacts with internal and external peers and management to maintain expertise and awareness of pioneering techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies. + Serves as a mentor to data scientists in modeling, analytics, computer science, eye for business, and other interpersonal skills. + Participates in enterprise-level efforts to drive the maintenance and transformation of data science technologies and culture. + 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:** + Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative field; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 8 years of experience in a predictive analytics or data analysis + 6 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models. + 4 years of experience in one or more dynamic scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models. + Expert ability to write code that is easy to follow, well documented, and commented where necessary to explain logic (high code transparency). + Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, NoSQL, etc. + Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc. + Excellent demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics. + Proven ability to assess and articulate regulatory implications and expectations of distinct modeling efforts. + Project management experience that demonstrates the ability to anticipate and appropriately manage project landmarks, risks, and impediments. Demonstrated history of appropriately communicating potential issues that could limit project success or implementation. + Expert level experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic models, discriminant analysis, support vector machines, decision trees, and ensemble methods such as Random Forests, XGBoost, LightGBM, and CatBoost. + Expert level experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc. + Demonstrated experience in guiding and mentoring junior technical staff in business interactions and model building. + Demonstrated ability to communicate ideas with team members and/or business leaders to convey and present very technical information to an audience that may have little or no understanding of technical concepts in data science. + A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). + Extensive technical skills, consulting experience, and business savvy to collaborate with all levels and subject areas within the organization. **What sets you apart:** + US military experience through military service or a military spouse/domestic partner + Graduate degree in a quantitative subject area + Over 5 years of experience with model development or other advanced fraud detection algorithms + Over 4 years of experience with graph databases and graph solutions + Experience in fraud/financial crimes model development **Compensation:** The salary range for this position is: **$164,780 - $296,610.** **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $67k-85k yearly est. 4d ago
  • Business Support Analyst Lead - Property & Casualty PMO

    USAA 4.7company rating

    Tampa, FL 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 **Business Support Analyst Lead** supporting the **Property & Casualty Portfolio Management Office,** you will be instrumental in ensuring the health and success of the P&C Portfolio and its shared functions by expertly identifying, analyzing, and visualizing intricate business data. Your ability to generate profound insights will directly enable strategic decision-making and drive significant business outcomes. This role entails exceptional stakeholder management, effective communication, a commitment to fostering transparency, and a proven track record of delivering tangible value through impactful recommendations aligned with overarching business objectives. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: **San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL** . Relocation assistance is not available for this position. **What you'll do:** - Evaluates complex business data and trends to recommend changes in methods or procedures to increase efficiency and facilitate significant improvements to processes and systems. - Provides support and direction to team members and functional partners with identifying and solving identified opportunities, resolving gaps as they are identified and updating reporting metrics. - Applies subject-matter-expert functional knowledge to produce complex work deliverables in support of departmental and enterprise initiatives such as audit reviews, business strategy development and project business support. - Assists and mentors team members and project managers in developing problem solving approach, identifying gaps, and determining optimal way to aggregate and communicate findings. - Manages broad functional projects and/or participates as a SME resource on larger initiatives to support business requirements. - Represents the business or staff agency as the subject matter expert and may be a proxy for middle-management leadership. - Maintains broad system knowledge, stays current on all system enhancements, identifies training needs and implements plans. - Maintains broad business knowledge, stays current on key business strategies and initiatives and identifies opportunities for support and enablement. - Plans and designs business processes and make recommendations and changes in order to improve and support business systems and activities and/or to deliver greater effectiveness and efficiency. - Provides insight, analyses, advice and recommendations to keep business on operational and financial plan. - Gathers information, analyzes data and trends to identify and implement business optimization opportunities. - Supports team with assigned analysis, contributes to discussions of strategic options and recommendations. - Develops/advises on policies, standards, risk management and controls related to relevant processes. - Coaches and provides on-the-job training for other team members. - 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:** - Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. - 8 years of experience in end-to-end analysis and/or operations experience, including: requirement gathering and documentation, operational planning and forecasting, data analytics, or current/future state analysis, in direct support of business planning initiatives and optimization of business operations. - Knowledge of business operations and systems/business requirements processes. - Experience facilitating and driving collaboration to common understanding of business requirements and driving standard enterprise-wide business processes. - Knowledge of business analysis tools for ex: MS Visio MS Excel, Tableau, SQL. - Experience applying best practices to identifying and interpreting trends or patterns in data to develop recommendations to improve business operations. **What sets you apart:** - Prior U.S. military service or being a military spouse/domestic partner is highly valued. - Ability to analyze data from various sources (e.g. financials, key results, initiative status) and draw meaningful conclusions. - Strong understanding of portfolio management methodologies and their core data components. - Experience providing effective challenge of assumptions and methodology for cost benefit analysis/business cases. - Extensive experience with data design and visualization using business intelligence platforms such as Tableau - Ability to translate complex data into clear, actionable narratives and recommendations that drive significant change. - Exceptional verbal and non-verbal communication and presentation skills to effectively convey insights to diverse audiences, including senior leadership. **Compensation range:** The salary range for this position is: $103,450.00 - $197,730.00. 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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $62k-78k yearly est. 4d ago
  • Marketing Campaigns Manager Senior

    USAA 4.7company rating

    Tampa, FL 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** Our **Marketing Campaigns Manager** leads the creation, facilitation and / or execution of complex marketing campaigns across multiple channels including - not limited to - media, direct, sponsorships and digital. Responsible for one or more of the following areas: ongoing management of agency resources; creating, managing and/or executing campaigns; and/or managing budgets. Collaborates and develops partnerships with various internal and external resources to develop and deliver marketing communications for one or more of the following: go-to-market plans, integrated tactical plans, project plans, milestone schedules, and/or creative strategy. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position. **What you'll do:** + Develops and oversees overall project management of multiple, complex marketing campaigns and plans. + Effectively directs Agency to ensure alignment with goals and prioritization. + Coordinates and gains alignment with peers, enterprise partners and senior management. + Responsible for communication of program, project and /or campaign through various reports/tool as required. + Serves as a primary resource to team members on escalated matters of an unusual nature. + Applies advanced knowledge of marketing principles. + Applies an advanced understanding of resource tools to assess performance against marketing objectives. + Begins to identify opportunities for review. + 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:** + Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 6 or more years of experience in a marketing, sales, advertising and/or communications function, to include at least 3 years experience in one or more of the following areas: direct response, sponsorships/events marketing, advertising, sales, digital or overall campaign management. Advanced knowledge of marketing industry and practices. + Experience influencing business decisions, facilitating and/or participating in cross-functional teams, motivating and collaborating with key stakeholders, and implementing change management. **What sets you apart:** + Experience building campaigns in Salesforce and Adobe platforms. + Banking industry background. + Process optimization expertise. + Analytical experience and familiarity working with channel performance metrics. **Compensation range:** The salary range for this position is: $93,770 - $179,240. **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $93.8k-179.2k yearly 57d ago
  • SSDLC IT/IS Risk Management & Governance Executive - Charlotte

    USAA 4.7company rating

    Tampa, FL 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** USAA is seeking an **IT/Info Security Risk Management & Governance Executive** who needs to have **"hands-on"** expertise in **SSDLC - Second Line of Defense** . This role sits within the Chief Risk Office for Technology. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: **Charlotte, NC** , San Antonio, TX, Tampa, FL with a preference for **Charlotte** . **_*** Relocation assistance is available to Charlotte for this position ***_** The successful candidate will serve as a key advisor responsible for recognizing and reporting Information Technology (IT) and Information Security (IS) strategic and aggregate risks across the business while advancing the Enterprise Risk Management function for aggregation, quantification, and qualification of risks. Sets direction for risk management programs within IT/IS and leads all aspects of the delivery of those programs across the line of business. Provide risk management and governance leadership, operational direction and operational oversight of Information Security, Business Continuity, Data Center Security, AI and Corporate Investigations domains and establish a best-in-class Risk Management framework for the Enterprise Security Group (ESG) to ensure comprehensive oversight and management of risks across the full risk taxonomy. Ensures risks align within appetite tolerances and strategic goals, product plans, forecasts, and adjusts to variances. Responsible for the aggregation and reporting of risks to senior leadership and effectively assessing and influencing business decisions and direction. Contributes to the long-term strategy of how risk systems should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies. Ensures effective and appropriate policies, procedures, and controls are in place supporting all risk processes, systems, strategies, and implementations. Additional responsibilities include but are not limited to: + Establishes trust and rapport with senior business leaders across the enterprise to sustain oversight of the **second line risk role.** Actively engages line of business leaders to ensure all risks are appropriately addressed consistent with policy and the Risk Appetite. + Partners with senior risk executives in managing overall risk appetite to include the identification and definition of key methods, metrics, and limits. Influences and sets strategy for advancement of the risk management framework. + Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and strategies to mitigate. Provides advice to other key business partners and drive key decisions assessing risk and reward through effective challenge. + Liaises with Compliance and CLO on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations. Influences sound governance structure for oversight of risks and business operations and interacts & engages with all product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements. + Assists in interactions and briefs on domain of responsibility with **regulators from the OCC, FED, FDIC, and CFPB** as well as prepare Board and Senior Management level reports related to IT/IS risk. + Builds and oversees a team of employees (~5 direct reports / 20-30 team size to start) for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. **Minimum Education:** + Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. **Minimum Experience:** + 10+ years of risk management, regulatory or operations experience in a functional area such as insurance, banking, or financial services with 5+ years of this experience focused on Information Security, Business Continuity, Physical Security or Corporate Investigations. + 4+ years of people leadership experience in building, managing and/or developing high-performing teams. + Industry certification(s) in Information Security (e.g., **CISSP** , CISM) or Business Continuity (e.g., ABCP, CBCP) or Risk Management (e.g., **CRISC** ) or Physical Security (e.g., CPP). + Demonstrated experience working with and applying Risk, Security or Audit frameworks ( **FFIEC, COBIT, COSO, ISO 27001/2, NIST 800-53, SSAE16** ). + Knowledge of applicable laws, rules, and regulations applicable to financial institutions. + Experience making data-driven decisions. + Experience working with external agencies and regulators. + Broad knowledge of information technology systems and general system development principles. **What sets you apart:** + 7+ years of risk management and regulatory experience in a functional area such as **insurance, banking, or financial services (Large size organizations 20k+)** + 10+ years experience focused on **Information Security, Data, Risk Management** , evaluating the design and development of software. + Experience with **artificial intelligence (AI)** and machine learning principles, including responsible AI use case evaluations and deployment. + 10+ years **"hands-on"** experience integrating security throughout the **Secure** **S** **oftware Development Lifecycle (SSDLC)** , including component analysis, static and dynamic scanning (SAST/DAST), penetration testing, and comprehensive application security testing across build, deploy, and maintenance phases. + Proven ability to develop high-impact materials and deliver concise, insight-driven presentations to executive leadership, translating complex concepts into actionable recommendations that influence strategic decision-making. **Compensation range:** The salary range for this position is: $169,880.00 - $305,780.00 **.** **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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $82k-99k yearly est. 60d+ ago
  • Decision Science Analyst - Mid Level

    USAA 4.7company rating

    Tampa, FL 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** Our **Decision Science Analyst** provide decision support for business areas across the enterprise. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and drive change. The essence of work performed by the Decision Science Analyst involves gathering, manipulating and synthesizing data (e.g., attributes, transactions, behaviors, etc.), models and other relevant information to draw conclusions and make recommendations resulting in implementable strategies. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position. **What you'll do:** + Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies. + Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy. + Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change. + Translates recommendation into communication materials to effectively present to colleagues for peer review and mid-to-upper level management. + Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. + Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). + Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. + Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. + Understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. + Delivers analysis/findings in a manner that conveys understanding, influences mid to upper level management, garners support for recommendations, drives business decisions, and influences business strategy. + 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:** + Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance) OR Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline with 2 years experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance). + Demonstrates competency in mathematical and statistical techniques and approaches used to drive fact-based decision-making. + Intermediate and some advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. **What sets you apart:** + Exposure to Google Analytics, Adobe Analytics, or similar platforms. Understanding of tag management systems (e.g., Google Tag Manager). + Understanding of campaign performance metrics, attribution modeling, and ROI analysis. Familiarity with SEO, SEM, and social media analytics. + Understanding of digital platforms, customer experience analytics, and emerging technologies to align analytics with Digital Marketing objectives. **Compensation range:** The salary range for this position is: $93,770 - $179,240. **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $62k-75k yearly est. 7d ago
  • Licensed P&C Insurance Professional - Sales and Service (Signing Bonus)

    USAA 4.7company rating

    Tampa, FL 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** **It is all about learning and growing.** Our Licensed Insurance Professional role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our members. **After six months in-office, you'll have the opportunity to work offsite 2 days a week.** The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance **is not** available for this position. For new hires starting in **February, March, and April** we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an **ACTIVE** P&C producer agent license to **work in both Tampa Offices** **New Tampa: 17200 Commerce Park Blvd and Brandon: 9527 Delaney Creek Blvd** . This schedule may require working evenings up to 8:00PM Local Time to include a permanent Saturday or Sunday. These roles include a **shift differential of 15%** for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. We have new training classes starting every month. As a Licensed Insurance Professional, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. **What you'll do:** + Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels. + Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. + Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. + Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. + Maintain required Property & Casualty (P&C) licenses and state registrations. + Ensure 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 GED equivalent + Currently **ACTIVE** Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed + 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience + Ability to prioritize and multi-task, including navigating through multiple business applications **What sets you apart:** + US military experience through military service or a military spouse/domestic partner + Prior experience in a fast-paced contact center environment **Training Schedule: Monday - Friday** 8hr shift within the hours of 8:00am - 6:00pm USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members. **Work Schedule:** All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need. **Salary:** The hiring range for this position is: $46,370 - $48,870. **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $46.4k-48.9k yearly 14d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Tampa, FL job

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $53k-94k yearly est. Auto-Apply 13d ago
  • Information Security Analyst I - Cloud Security

    USAA 4.7company rating

    Tampa, FL 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** **USAA's Technology Risk Management team** is seeking a highly skilled and motivated **Information Security Analyst I - Cloud Security** to play a vital role in safeguarding our organization. This exciting opportunity is for a meticulous professional with a strong background in **Customer Identity and Access Management (CIAM), fraud prevention, and/or Information Security risk management** . The ideal candidate will possess an in-depth understanding of **authentication methods, fraud prevention techniques, identity verification processes, and access compliance regulations** . Additionally, we are looking for an individual with an understanding of **security technologies** , including cryptography, authentication, authorization, and controls. This role offers a chance to create a significant impact by ensuring the security and compliance of USAA's information assets. Join us and be a part of our mission to protect our valuable information. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: Charlotte, NC, or Tampa, FL. Relocation assistance is **not** available for this position. **What you'll do:** + Partners with key team members in the business to identify, assess, aggregate and document risk and compliance controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations. + Communicates results of risk and compliance work to governance committees, business process owners and various levels of leadership. + Contributes to the implementation of new risk and compliance policies, practices, appetites, and solutions to ensure multidisciplinary understanding and management of risks according to industry standard process. + Implements assigned risk or compliance activities in accordance with enterprise policies and procedures. + Maintains and expands knowledge of the competitive/regulatory landscape and the company's key challenges. Reviews laws and regulations for business impact and makes proposals for awareness and action. + May coordinate and respond to regulatory requirements and requests and ensures the execution of examinations. + Performs work on risk and compliance processes that focus on improving strategies, tools, and methodologies to measure, monitor, and report risks. + Applies knowledge to assess data and produce analytical insights to understand business objectives, drive business decisions and influence solution strategies. + Actively contributes in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk events. + Contributes to stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners. **What you have:** + Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. + 4 years relevant experience in risk, compliance, legal or audit within the financial services or insurance industry or specialized technical fields directly related to the role. + Risk and/or compliance experience in a highly matrixed environment. + Knowledge of compliance laws, regulations, and regulatory expectations. + Ability to apply regulatory risk and compliance knowledge to consult and provide guidance. + Ability to challenge in business or team settings. + Ability to work with internal and external partners in a highly collaborative environment. + Critical thinking and knowledge of data analysis tools and techniques and decision-making abilities to recommend data-driven solutions. + Proactively identifies potential concerns and recommends solutions. + Advanced proficiency with Microsoft Office products including Word, Excel, and PowerPoint. **What sets you apart:** + **Regulatory Expertise:** Minimum of 2 years' experience in relevant regulatory compliance, understanding industry regulations and data sources from agencies like the OCC, Federal Reserve, and CFPB. + **Cyber Threat Operations Experience:** Hands-on experience in cyber threat operations, encompassing monitoring and response, cyber intelligence, Red Teaming, threat detection, and/or hunting. + **Data Analysis & Reporting:** Ability to research, analyze large datasets, and synthesize findings into clear, actionable outcomes for assessments and reports. + **Industry Certifications:** Possess a relevant risk and compliance industry certification or designation (e.g., CISSP, CISM, CRISC, CISA, CFE). + **Adaptability:** Success in highly dynamic and frequently changing environments. + **Strong Soft Skills:** Excellent critical thinking, organizational, and communication skills, with a talent for cross-functional and collaborative work. + **Proactive Learner:** A self-starter capable of self-directed learning and acquiring new skills through hands-on experience. + **Security Platform Knowledge:** Familiarity with key security platforms such as Splunk, Tanium, Qualys, CyberArk, Okta, Azure Active Directory, and SailPoint. + US military experience through military service or a military spouse/domestic partner **Compensation range:** The salary range for this position is: $85,040 - $162,550 **.** **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $85k-162.6k yearly 5d ago
  • Associate Life Solutions Specialist - Tampa

    USAA 4.7company rating

    Tampa, FL 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 The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position will be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: Monday - Friday / 7:30am - 8:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license and/or acquisition within 90 days Required annual completion of AHIP and Broker/Carrier appointments when applicable. Up to 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: Active Group 1 Life and Health license 1+ yrs experience working in Sales with life insurance or financial services products 1+ yrs experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470 - $76,730. 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.
    $45.5k-76.7k yearly 2d ago
  • Facilitator I - Mid Level (Life Company)

    USAA 4.7company rating

    Tampa, FL 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** **Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator I who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!** In this role, you'll: + Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales. + Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick. + Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company. As a **Facilitator I** for **Life Company** , you'll facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: **Tampa, FL., San Antonio, TX. or Plano, TX.** Relocation assistance is **not** available for this position. **What you'll do:** + Facilitates learning discussions, learning activities, coaching, and small group interactions. + Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities. + Researches learner performance problems, determines underlying causes and provides feedback to improve performance. + Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions. + Maintains business and learning skills/acumen through skills update and professional development. + Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate. + Maintains accountability for performance results and learning solution effectiveness. + May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate. + May provide support, including coordinating logistics, for other Facilitators. + 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:** + Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching. + Excellent written and oral communication skills. + Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching. + Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint). + Knowledge of learning theories, adult learning principles and instructional design model. + Experience with Virtual Technology and ability to deliver training remotely. + Current FINRA Series 7 and/or attainment within 90 days of job entry. + Current Life/Health License and/or attainment within 90 days of job entry. **What sets you apart:** + Current Life/Health license. + Current FINRA Series 7. + Current FINRA Series 63. + Current Life/Health license. + 3+ years of facilitation experience in financial services, insurance, or related industries. + **Sales & Service Acumen:** Experience in consultative sales and delivering exceptional customer service in a regulated environment. + **Life Insurance & Financial Services Knowledge:** Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes. + **Facilitation Expertise:** Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles. + **Technology Proficiency:** Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS). + **Coaching & Feedback Skills:** Ability to assess learner performance and provide actionable feedback to improve results. **Compensation range:** The salary range for this position is: $69,920 - $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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $38k-48k yearly est. 5d ago
  • Product Consultant - RJ Bank Operations

    Raymond James Financial, Inc. 4.7company rating

    Saint Petersburg, FL job

    **Essential Duties and Responsibilities** + Works hands-on with internal customers and stakeholders to understand business processes. + Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement. + Consults with users to identify, analyze, refine and document business requirements. + Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization. + Proposes recommendations for process improvement. + Documents business and technical requirements for desired process solutions. + May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s). + Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements. + May lead the work of others and provide cross-training, coaching and mentoring, as required. + Facilitates and participates in user testing of process and enhancements and core systems. + May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions. + Assists with special projects, and involvement in day to day operations, as required. + Performs other duties and responsibilities as assigned *****Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.** **Knowledge of** + Basic principles of banking and finance and securities industry operations. + Functional, operational and technical requirements of all systems used by assigned functional area(s). + Core Private Client Banking servicing platform, and complementary systems. + Information technology support and technical documentation. **Skill in** + Operating standard office equipment and using required software applications. + Verifying information for accuracy and completeness. + Interpreting client input, clarifying issues and developing solutions. + Analyzing operational processes and processes and identifying opportunities for improvement. + Preparing various reports, summaries, surveys and written recommendations. + Developing instructional and procedural documentation/presentations. **Ability to** + Lead the work of others and provide cross-training, coaching and mentoring + Partner with other functional areas to accomplish objectives. + Attend to detail while maintaining a big picture orientation. + Read, comprehend and apply business-related information. + Interpret and apply policies and identify and recommend changes as appropriate. + Solve complex problems and model the business and financial impact of proposed scenarios. + Actively communicate technical and business aspects of work efforts to team members. + Work independently as well as collaboratively within a team environment. + Establish and maintain effective working relationships at all levels of the organization. + Communicate effectively, both orally and in writing, with all organizational levels. + Demonstrate flexibility in accepting and adapting to change.sza + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment. + Take personal ownership of issues, following through to issue resolution.
    $72k-88k yearly est. 50d ago
  • 2026 Summer Internship Program - Public Finance Investment Banking (St. Petersburg, FL or Memphis, TN)

    Raymond James Financial, Inc. 4.7company rating

    Saint Petersburg, FL job

    **One of the largest independent financial services firms in the country could** **be** **the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Internship Program Overview** Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 10-week immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities (subject to location), you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future. To be eligible for the summer 2026 internship program, you must be a junior standing candidate pursuing a Bachelor's Degree in business, finance, math, or a related field with a graduate date in 2027. Positions are available in St. Petersburg and Memphis, TN. Candidates who successfully complete the internship program may have the opportunity to transition into a full-time role at Raymond James after graduation. **Department Overview** Raymond James' Public Finance department is comprised of approximately 180 Public Finance professionals in 39 offices across the nation and is one of the largest public finance groups in the nation. Raymond James' staff of public finance professionals serve clients across a diverse spectrum of disciplines: General Government, Transportation, Water/Sewer, Airport, Higher Education, Student Housing, K-12 School Districts, Healthcare, Housing, Charter Schools, Public Power and Structured Finance. Raymond James is consistently a top 10 underwriter of municipal bonds and is one of the most active underwriters in the country. Public Finance is a key component of the firm's fixed income capital markets division, resulting in primary municipal bond offerings that Raymond James can offer to institutional and retail clients. **Job Summary** Under direct supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform analytical and related assignments in support of Senior Bankers and clients in an assigned industry. Responsibilities may include thorough analysis of projects, preparing cash flow analyses, obtaining bond ratings and/or bond insurance, assisting in the preparation of the Official Statement and other documents related to the offering, preparing Request For Proposals (RFP's) and client presentations, as well as research related to existing and prospective clients. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality and ingenuity to make moderately complex decisions. **Internship Length** **:** **10 weeks** **Start Date:** **June** **1** **, 202** **6** **End Date:** **August** **7** **, 202** **6** **Work Schedule:** Monday through Friday, ~40 hours per week **Duties and Responsibilities** - Completes complex spreadsheet financial models for assigned industry. - Analyzes printed and electronic financial information about assigned industry to keep Senior Bankers informed about significant developments. - Develops financial analysis during the issuance of municipal bonds including revenue models, running the numbers, debt profiles and the analysis of refinancing and cash flow. - Prepares client pitch books and responds to RFP's. - Creates and presents marketing and sales materials. - Performs other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** - Fundamental investment concepts, practices and procedures used in the securities industry. - Financial markets and products. - Quantitative financial analysis and data modeling. **Skill in** - Excellent analytical, critical thinking and problem-solving skills sufficient to recognize and detect errors and offer resolution. - Communicate effectively, both orally and in writing to all level of associates and clients. - Intermediate to advanced proficiency with Microsoft Word, Excel and PowerPoint. **Ability to** - Multi-task and work in a fast-paced, team-oriented environment. - Efficiently manage time and resources in order to solve quantitative and analytical challenges as they arise. - Work under pressure created by time deadlines and work volume fluctuations. - Communicate both orally and in writing, within all levels of the organization as well as external clients and other industry professionals. - Work independently as well as collaboratively within a team environment. - Work outside normal 8:00 am - 5:00 pm business hours. **Educational/** **Previous** **Experience Requirements** + Must be currently pursuing a bachelor's degree in business, finance, math, or related field with a graduation date between December 2026and June 2027. + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location** **St. Petersburg office** **or Memphis, TN office** + Notravelrequired.
    $69k-91k yearly est. 20d ago
  • In-Business Risk 1LOD Lead Analyst

    Citigroup 4.6company rating

    Tampa, FL job

    An individual in Enterprise Risk Management plays a critical role in managing the bank's diverse risks to ensure financial stability and sustained growth. This involves the identification and management of enterprise-level and cross-cutting risks, designing and executing stress tests, managing climate risk and protecting against reputational risk. This integral role within the bank ensures operations are within a defined risk appetite and contribute to the overall objectives of the bank. Individuals responsible for In-business Risk Management oversee risk identification, assessment, measurement, monitoring and reporting. They design and implement risk mitigation actions and focus on managing one or more risks in support of business activities. Professionals in Enterprise Risk Management are entrusted with providing a comprehensive view of risk management which enables the bank to anticipate, assess, and mitigate potential risks, crucial for the bank's success. **Responsibilities** : + Leads risk and control assessments in line with established standards, provides risk mitigation recommendations. + Collaborates on audit, compliance, and regulatory findings, drives remediation efforts, sets up the quarterly audit process, and oversees the procedural implementation and change management to ensure sound governance and controls. + Enhances and automates control processes, monitors control exceptions and breaches. + Establishes and promotes strong governance, controls, and a culture of responsible finance, contributing to the implementation and oversight of the Control Framework. + Adheres to firm's Code of Conduct, Plan of Supervision, and all role-specific policies and procedures. + Manages risk evaluation in business decisions, ensures compliance with laws and regulations, promptly reports control issues, identifies root causes, and recommends corrective actions to prevent potential breaches. + Maintains updated knowledge in conducting risk and control assessments and effectively influences others. + Drives innovative risk analysis, ensures timely risk reporting, develops key communication materials, leads risk management training, and effectively manages risks related to new activities and business changes. + Assists in governance coordination, facilitates MCA risk assessments, adheres to policy, supports risk event responses, and integrates risk and control responsibilities within business units. + Enhances control capabilities, creates interim tools, strategizes monitoring solutions, applies business insights to implement control processes, and collaborates with stakeholders for firm protection and process improvements. + Is an enthusiastic and early adopter of change; takes ownership for helping others see a better future and stay positive during uncertainty. + Demonstrates and inspires curiosity in seeking new ways to overcome challenges; actively applies learning from failures. + Challenges self and others to seek out and communicate alternative views even when unpopular; welcomes diverse ideas to improve outcomes. + Acts as a change catalyst by identifying and helping others see where new ideas could benefit the organization. + Proactively seeks to understand and act in alignment with organizational decisions; helps others prioritize team and enterprise success over their own personal agenda + Focuses on highest-priority work aligned to business goals; helps others effectively manage competing priorities. + Proactively identifies opportunities to streamline work; creates process improvements that enhance efficiency for self and the team. + Takes personal accountability for escalating, identifying, and managing potential risk; implements controls that enhance the client experience and operational effectiveness. + Anticipates problems and proactively identifies solutions that address the root causes and result in meaningful improvements. + Sets high expectations and invests the necessary effort to deliver excellence and exceed performance goals. + Role-models and helps others to do the right thing for clients and Citi in all situations, even when difficult + Engages key stakeholders early and often and actively looks for opportunities to improve collaboration in achieving common goals. + Proactively seeks out opportunities to volunteer in Citi programs that support the community; advocates for solutions that meet the needs of Citi's clients and the community. + Enthusiastically promotes the unique needs and preferences of colleagues; makes active commitment to help colleagues achieve balance, well-being, and development. + Leverages varied networks to recruit diverse talent; advocates for colleagues with diverse skillsets, styles, and experiences to gain career opportunities. + Empathetically listens and understands others' positions before acting on issues; works to amplify voices that are minimized in the workplace + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards **Qualifications** : + 6-10 years of experience in Operational Risk Management, Audit, Compliance or other control function + Understanding of how to lead strong governance and controls, and build a culture of responsible finance, good governance, and ethics. + Familiarity with the firm's Code of Conduct, Plan of Supervision, and policies and procedures. + Background in collaborating with business partners on Audit, Compliance, and Regulatory findings and remediation efforts. + Familiarity with enhancing, automating, or simplifying control processes as well as monitoring control exceptions and breaches. + Knowledge of risk assessment, compliance with laws, rules, and regulations, and managing and reporting control issues. + Proven ability to design and lead projects that enhance processes, showcasing creativity in problem-solving complex situations. + Maintains knowledge of evolving requirements and their impacts, responsible for significant business results and technical strategy. + Demonstrates expertise in maintaining a robust Manager's Control Assessment in compliance with risk policies, affecting primarily a sub-function. + Proficient in applying requirements and implementing compliance policies, communicating effectively across the organization. + Liaises with Compliance Assurance and Internal Audit for issue resolution, demonstrating leadership and responsibility. + Maintains oversight through metrics review and corrective action plans tracking, using advanced analytical skills. + Prepares presentations on developments and emerging risks for senior management, showcasing strong communication skills. + Serves as a primary contact for audit groups, demonstrating strong networking and liaison skills. + Assesses risks in business decisions, complies with laws, regulations, policies, and ensures adherence, playing a significant role in the organization's performance. + Comprehensive understanding of risk identification, assessment, and mitigation strategies. + Proficiency in audit processes, compliance requirements, and relevant regulatory standards. + Capability in enhancing, automating, and simplifying control processes. + Strong leadership skills to manage governance and foster a culture of responsible finance and ethics. + Thorough understanding of the firm's policies and procedures relevant to the role. + Skills in organizing and managing audit processes and procedural changes. + Ability to evaluate risks in business decision-making and manage timely reporting of control issues. + Effective communication skills to liaise with various stakeholders across the business. **Education** : Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** In-Business Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Business Acumen, Constructive Debate, Escalation Management, Issue Management, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment, Stakeholder Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 20, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $103.9k-155.9k yearly 6d ago
  • Senior Graph Data Scientist - Identity Analytics

    USAA 4.7company rating

    Tampa, FL 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** We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is **not** available for this position. The **Senior Graph Data Scientist - Identity Analytics** is responsible for development and implementation of quantitative solutions that improve USAA's ability to detect and prevent identity theft, account takeover, and first party/synthetic fraud. These solutions will range from the development of machine learning models to broad implementation of solutions such as graph analytics to protect USAA and our Members from risks emanating from these threats. Strong candidates will be able to deploy the following work products and processes: + Develop and continuously update internal identity theft and authentication models to mitigate fraud losses and negative member experience from fraud application, synthetic fraud and account takeover attempts + Closely partner with Strategies team, Director of Fraud Identity Analytics and Director of Fraud Model Management and Model Users on model builds and priorities + Partner with Technology and other key collaborators to deploy a Financial Crimes graph database strategy, including vendor selection, business requirements, data needs, and clear use cases spanning financial crimes + Deploy graph databases and graph techniques to identify criminal networks engaging in fraud, scams, disputes/claims and AML and deliver highly significant benefits + Generate and prioritize fraud-dense rings to mitigate losses and improve Member experience + Identify and work with technology to integrate new data sources for models and graphs to augment predictive power and improve business performance + Exports insights to decision systems to enable better fraud targeting and model development efforts + Drives continuous innovation in modeling efforts including advanced techniques like graph neural networks + Collaborate with the broader analytics community to share standard methodologies and techniques **What you'll do:** + Gathers, interprets, and manipulates structured and unstructured data to enable advanced analytical solutions for the business. + Develops scalable, automated solutions using machine learning, simulation, and optimization to deliver business insights and business value. + Selects the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs. + Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework. + Composes, and assists peers with composing, technical documents for knowledge persistence, risk management, and technical review audiences. + Assesses business needs to propose/recommend analytical and modeling projects to add business value. Works with business and analytics leaders to prioritize analytics and modeling problems/research efforts. + Builds and maintains a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are transparent and based on the highest quality data. + Translates sophisticated business request(s) into specific analytical questions, completes the analysis and/or modeling, and then communicates outcomes to non-technical business colleagues with focus on business action and recommendations. + Manages project breakthroughs, risks, and impediments. Intensifies potential issues that could limit project success or implementation. + Develops standard methodologies for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards. + Maintains expertise and awareness of innovative techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies. + Serves as a mentor to junior data scientists in modeling, analytics, and computer science tasks. + Participates in internal communities that drive the maintenance and transformation of data science technologies and culture. + Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative field; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 6 years of experience in a predictive analytics or data analysis + 4 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models. + 4 years of experience in one or more dynamic scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models. + Proven experience writing code that is easy to follow, well documented, and commented where vital to explain logic (high code transparency). + Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, NoSQL, etc. + Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc. + Demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics. + Ability to assess and articulate regulatory implications and expectations of distinct modeling efforts. + Advanced experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic regression, discriminant analysis, support vector machines, decision trees, and ensemble methods such as Random Forests, XGBoost, LightGBM, and CatBoost. + Advanced experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc. + Experience guiding and mentoring junior technical staff in business interactions and model building. + Experience communicating analytical and modeling results to non-technical business partners with emphasis on business recommendations and actionable applications of results. **What sets you apart:** + US military experience through military service or a military spouse/domestic partner + Graduate degree in a quantitative subject area + Over 4 years of experience with model development or other advanced fraud detection algorithms + Over 3 years of experience with graph databases and graph solutions + Experience in fraud/financial crimes model development **Compensation:** The salary range for this position is: **$143,320- $257,970.** **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $76k-95k yearly est. 4d ago

Learn more about Prudential Financial jobs

Most common locations at Prudential Financial