Canvas Consultant (Universal Banker) Boardwalk
Consultant job at Public Service Credit Union
We're Canvas Credit Union We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.
Canvas "It's About More" Video - YouTube (Click here - or, visit ******************************************* )
Why Canvas?
At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.
At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:
What's In It For You
* Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. (That includes cars and houses!) The starting pay range for this position is $21.00-$23.00 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
* Medical/Dental/Vision Insurance
* Paid Vacation
* Paid Sick Time
* Paid Holidays
* Paid Wellness Day
* Paid Volunteer Time
* Flexible Spending Account
* Health Savings Account
* World Class 401(k) Plan
* Tuition Reimbursement
* Rate Discounts on Qualifying Loans
* May be eligible for incentives or discretionary bonus based on results
* This is a career: The Consultant experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within.
* You will be a financial services guru: You'll be a cooperative finance rock star. We'll arm you with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities.
* You help members afford life: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member's day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.
What you'll do
Click here to see our Day in the Life of a Canvas Consultant video (or, visit https://vimeo.com/1015***********72dc0e?ts=0&share=copy )
If this location is too far from your home and family, check out our other postings. If you don't find what you're looking for, apply to this listing and tell us where you want to work. There may already be an opening that we haven't listed yet.
Here's what a Consultant's day looks like:
* LEARN about our members, hear them, and understand their situations.
* EDUCATE our members on the ways we can help them afford life.
* PROVIDE meaningful, careful, focused and ethical lending solutions.
* PROCESS transactions like deposits, withdrawals, transfers, and payments with consummate professionalism.
* PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and calmly handle disputes.
* GROW with us by immersing in financial industry trends, products, services and technological advances.
* SHARE your knowledge on effective practices, competitive intelligence, and business opportunities.
* STAND shoulder-to-shoulder with our members and your Canvas teammates through our peaks and valleys.
* PROVIDE members with excellent service through face-to-face interactions on a daily basis.
Who You Are
Enough about us. Here's who you are, or who you think you are ... or who you really want to be:
* You are authentic and passionate about helping others.
* You enjoy learning and want a career…not just a paycheck.
* You understand financial products and services, much like a Relationship Banker or Personal Banker.
* You're comfortable recommending and processing financial products like loans.
* You've won service excellence awards and earned high fives and fist bumps for your awesomeness.
* You hold an informal or formal leadership position at your current workplace.
* You seek new ways to serve our members and the community.
* You work well with others, even when things don't go as planned.
* You are innovative and thrive on challenges.
* You embrace change and a fast pace. We do think we can change the world for people and are making it happen!
We know you might not have every qualification we've listed. Passion and potential matter here. If you know you're right for the position, let us know. We're good at spotting talent.
For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.
NMLS
This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role. Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).
Other Important Information
You'll be asked to work a flexible schedule Monday thru Saturday, 35-40 hours per week. You'll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flex paperclips. You may be required to bend, stoop, or stand on one leg while multiplying fractions and compounding daily, variable interest in your head. Just kidding - nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time.
Applications for this position will be accepted through December 26, 2025. For consideration, applications must be received by 11:59 PM MST on December 26, 2025.
#LI-Onsite
Workforce Management Program Consultant
Pennsylvania jobs
At PNC, our people are the greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Workforce Management Program Consultant within PNC's Retail Banking Operations organization, you will be based in Pittsburgh, PA, or Cleveland, OH. Other locations may be considered within PNC's footprint.
This position is primarily based in a PNC location. Responsibilities may require time in the office ranging from periodically to regularly. Some responsibilities may be performed remotely, at manager's discretion.
We are seeking a results-driven, data-passionate individual to join our Retail Bank Operations Workforce Management team. This strategic role will shape the future of the workforce management program throughout the business, leveraging analytical expertise to deliver valuable insights, champion operational excellence, and implement innovative solutions that optimize workforce capacity.
Key Responsibilities:
* Collaborate closely with line of business production leaders to drive and infuse workforce management tools and insights within daily management routines.
* Serve as a trusted advisor to line of business managers by providing expert guidance on workforce management decisions, technologies, and strategies.
* Through formal end-to-end engagements, facilitate the onboarding of expanded workforce management technology features, and operationalize these tools as business wide standards.
* Maintain continuity and accuracy of the workforce management program as the Retail Bank Operations organization evolves in personnel, structure, or scope of responsibility.
* Interface with technology vendor partners to drive problem resolution and/or enhanced functionality.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults with line of business to evaluate and oversee an organization's operations or technology processes. Develops solutions to optimize process efficiency, reduce processing time, and mitigate risks.
* Conducts thorough business diagnostics to identify, quantify and prioritize value creation projects. Develops and presents business case to approval committees. Responsible for overseeing implementation deliverables, cost-estimates, cost-benefit analysis, and providing rationale to how process improvement opportunities will assist in accomplishing business objectives more efficiently.
* Uses broad knowledge to facilitate the redesign of organizational processes. Creates solutions that optimize process quality, efficiency, and cost.
* May lead efforts to improve the quality and/or minimize process cost. Utilizes data analysis and process modeling to craft appropriate solutions that meet business requirements. Prepares and may present recommendations to governance committees for approval. Assess risks associated with current and proposed processes against business objectives and ensures alignments with the bank's and unit's risk appetite and risk management framework.
* Consults with all levels of the organization to ensure that introduction of new processes is smooth and effective, and sustains or improves quality of output. Mentors individuals and teams to build capabilities. Leverages strong relationships with the Line of Business to ensure continuous improvement after initial implementation.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Change Management, Corporate Governance, Data Analytics, Process Efficiencies, Process Improvements, Risk Assessments
Competencies
Analytical Thinking, Consulting, Effective Communications, Flexibility and Adaptability, Influencing, Organizational Change Mgt, Organizational Savvy and Politics, Problem Solving, Project Management
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $68,000.00 - $119,600.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/19/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Field Consultant, Commercial Casualty (Construction Defect)
Remote
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Territory: The location of this position is flexible and open to virtual and/or remote based applicants.
We are seeking an experienced Claims Consultant to join our team, specializing in construction defect claims across the United States. This role involves managing complex claims, providing expert analysis, and delivering strategic solutions to ensure timely and accurate resolution.
Key Responsibilities:
Investigate and evaluate construction defect claims with precision and attention to detail.
Draft coverage position letters and communicate findings clearly to stakeholders.
Collaborate with insureds, brokers, attorneys, and internal teams to develop effective claim strategies.
Analyze coverage issues and provide recommendations in line with policy terms and industry standards.
Maintain compliance with regulatory requirements and company guidelines.
Deliver exceptional customer service while managing multiple claims nationwide.
Qualifications:
Strong background in construction defect claims handling.
Excellent analytical, negotiation, and communication skills.
Ability to manage complex claims in a fast-paced environment.
Knowledge of commercial casualty policies and construction industry practices.
Summary
Do you have a strong desire to resolve insurance claims by providing prompt, courteous and fair service to customers? Are you a skilled investigator, negotiator and communicator? If you thrive in an environment where you can problem-solve claims resolution, while following processes that provide fair resolution, customer satisfaction and cost management, then we want to hear from you!
As a Field Consultant, we'll count on you to promote and provide exemplary customer service. You'll analyze, review and adjust commercial casualty claims, most of which are of a serious and complex nature. We'll need you to investigate and evaluate property damage and negotiation resolutions. You'll handle lawsuit files and oversee defense counsel activities. You'll be responsible for the disposition of claims, according to your prescribed authority. In addition, you'll have opportunities to provide advice, counsel and training to Claims representatives.
Job Description
Key Responsibilities:
Responsible for the most serious and complex commercial bodily injury and/or property damage claims. Makes decisions within maximum authorization; recommends settlement values in the disposition of serious and complex claims. Adheres to high standards of professional conduct while delivering superior claims service.
Plans and meets all deadlines necessary to promptly and effectively apply best claims practices to resolve all assigned cases in accordance with company guidelines.
Uses various methods of settlement in cases where warranted. Assigns cases to outside vendors as warranted.
Provides reserve analysis to ensure timely and accurate case reserves in accordance with best claims practices.
Maintains current knowledge of assigned insurance lines; court decisions which may impact the claims function; current guidelines in the claims function; and policy changes and modifications. This may require attendance at various seminars or training sessions.
May provide advice, counsel and training to Claims representatives of all levels. Provides specialized training and consultation to non-claims areas as requested.
Creates and analyzes severe incident reports, reinsurance reports and other information to home office, claims management, and underwriting.
Oversees defense counsel in all lawsuit activities throughout the life of the claim.
Provides specialized training and consultation to non-claims areas as requested.
Delivers a positive customer service experience to all internal, external, current and prospective Nationwide customers.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Commercial Claims Manager/Director. Direct and indirect reports not typically assigned.
Typical Skills and Experiences:
Education: Undergraduate degree or post-graduate studies preferred.
License/Certification/Designation: State licensing where required. Successful completion of required/applicable claims certification training/classes.
Experience: Eight years commercial casualty claims handling experience preferred.
Knowledge, Abilities and Skills: Superior knowledge of best claims practices used to resolve the most severe and complex bodily injury and property commercial claims. Knowledge of insurance contracts, medical terminology and legal aspects of court procedures affecting legal liability for all lines of insurance. Ability to operate various claims systems and related software. Proven ability to meet customer needs and provide exemplary service by informing customers of the claims process and ensuring a positive customer experience. Analytical skills to make independent decisions and resolve conflict in such areas as application of coverage to submitted claims, application of laws of jurisdiction to investigation facts, application of policy exclusions and exceptions. Ability to coordinate with defense counsel in the handling of cases involving serious and sometimes complex liability issues from inception through trial. Command of written and verbal communication skills for contact and/or negotiation. Organizational skills to effectively establish work priorities in accordance with objectives and standards. Ability to operate personal computer and related software.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by business unit executive and Human Resources.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Normal office or field claims environment. May require ability to sit and use telephone and personal computer for extended periods of time. Representatives must be able to operate an automobile and have a valid driver's license with a safe driving record. Must be able to make physical inspections of accident scenes and property loss sites. Must be able to climb ladders, balance at various heights, stoop, bend and/or crawl to inspect vehicles and structures. Must be able to work outside in all types of weather. Must be able and willing to work irregular hours and to travel with possible overnight requirements. May be on-call. Must be available to work catastrophes (CAT).
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Credit/Background Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
We currently anticipate accepting applications until 12/25/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
This position could be filled within any of the lower 48 U.S. states.#claims Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) *************************************************************
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Field Consultant, Commercial Casualty : $95,000.00-$197,000.00The expected starting salary range for Field Consultant, Commercial Casualty : $106,000.00 - $158,000.00
Auto-ApplyExperienced Associate - Financial Services Risk and Controls Consulting
New York, NY jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The Position
As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities.
In this role, you may be asked to demonstrate a willingness and ability to:
Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor
Interact with client process owners and external stakeholders while executing your role
Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment
Prepare initial drafts and follow-ups on client request lists
Draft narratives or flowcharts and perform initial identification of controls
Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team
Identify issues in the testing performed, such as deficiencies, observations, and recommendations
Understand the purpose and objectives of internal/external project status updates and provide relevant inputs
Proactively make oneself aware of white papers, webinars, and live events that are available to clients
Position Qualifications
Bachelor's or Master's Degree in Accounting or related business discipline
Ability to travel to meet client needs and work collaboratively with others in-person and remotely
Openness to workday flexibility, agility, remote work environment, leveraging new tools
Effective communication skills, both verbally and in writing
Effective time management and prioritization skills
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $66,100 - $109,500
Auto-ApplySolutions Management Consultant - Life Company Direct Distribution Team
Colorado Springs, CO jobs
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 two 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 FINRA Series 7
Current / Active Life/Health license
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.
Nuclear Reliability Integrity Management (RIM) Engineering Consultant
Seattle, WA jobs
Job Description
We are seeking a Reliability Integrity Management (RIM) Engineer with a strong focus on inspection and monitoring for advanced and operating nuclear reactor systems. This role will apply technical expertise in non-destructive examination (NDE), monitoring technologies, and degradation mechanism evaluation to support risk-informed decision-making under ASME Section XI Division 2 RIM programs.
The RIM Engineer will contribute to ensuring safe, reliable, and cost-effective operation of nuclear systems by developing and implementing inspection and monitoring strategies that address complex degradation challenges across the component lifecycle.
This position can be fully remote or based out of a Structural Integrity office.
Primary Responsibilities:
Develop and implement inspection and monitoring programs for reactor components, including in-service inspections (ISI) and advanced monitoring systems.
Support degradation mechanism assessments, particularly for high-temperature and harsh service environments.
Apply and interpret results from NDE methods (UT, RT, ET, PT, MT) and monitoring technologies for structural integrity management.
Contribute to probabilistic reliability assessments to optimize inspection intervals, maintenance strategies, and risk-informed targets.
Oversee or support qualification and deployment of NDE technologies in field and laboratory settings.
Collaborate with cross-disciplinary teams to deliver risk-informed integrity management solutions.
Interface with clients, regulators, and industry groups to align with technical requirements and evolving industry practices.
What Success Looks Like:
Timely delivery of accurate and defensible inspection and monitoring results.
Risk-informed recommendations that improve plant safety, availability, and compliance.
Implementation of innovative inspection and monitoring solutions for challenging reactor environments.
Positive client feedback and continued engagement based on demonstrated technical expertise.
Required Skills/Qualifications:
10+ years of experience in inspection, monitoring, or NDE programs within the nuclear industry.
Hands-on experience with NDE methods (UT, RT, ET, PT, MT) and associated equipment.
Knowledge of ASME Section XI (Division 1 or 2), related codes, and industry standards.
Experience in evaluating materials performance and degradation under high-temperature, radiation, or corrosive environments.
Bachelor's degree in Mechanical, Materials, Nuclear, or related Engineering discipline (advanced degree preferred).
Desired Skills/Qualifications:
Familiarity with industry programs (PWR Owners Group, MRP-227, BWRVIP, or DOE advanced reactor initiatives).
Background in monitoring technologies, welding, fracture mechanics, fatigue, or corrosion science.
NDE certification or materials engineering specialization.
Demonstrated ability to integrate inspection and monitoring results into risk-informed integrity management strategies.
Active involvement in technical organizations such as ASME, ASTM, ANS, or EPRI working groups.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE's Generally Authorized Destinations List: ***************************************************************************************************
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
Medical, dental, and vision insurance
Life Insurance and AD&D
Short-term and long-term disability
Health Savings Account with employer contribution
Flexible Spending Account for health care and dependent care
ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
*****************
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
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Nuclear Reliability Integrity Management (RIM) Engineering Consultant
Seattle, WA jobs
We are seeking a Reliability Integrity Management (RIM) Engineer with a strong focus on inspection and monitoring for advanced and operating nuclear reactor systems. This role will apply technical expertise in non-destructive examination (NDE), monitoring technologies, and degradation mechanism evaluation to support risk-informed decision-making under ASME Section XI Division 2 RIM programs.
The RIM Engineer will contribute to ensuring safe, reliable, and cost-effective operation of nuclear systems by developing and implementing inspection and monitoring strategies that address complex degradation challenges across the component lifecycle.
This position can be fully remote or based out of a Structural Integrity office.
Primary Responsibilities:
Develop and implement inspection and monitoring programs for reactor components, including in-service inspections (ISI) and advanced monitoring systems.
Support degradation mechanism assessments, particularly for high-temperature and harsh service environments.
Apply and interpret results from NDE methods (UT, RT, ET, PT, MT) and monitoring technologies for structural integrity management.
Contribute to probabilistic reliability assessments to optimize inspection intervals, maintenance strategies, and risk-informed targets.
Oversee or support qualification and deployment of NDE technologies in field and laboratory settings.
Collaborate with cross-disciplinary teams to deliver risk-informed integrity management solutions.
Interface with clients, regulators, and industry groups to align with technical requirements and evolving industry practices.
What Success Looks Like:
Timely delivery of accurate and defensible inspection and monitoring results.
Risk-informed recommendations that improve plant safety, availability, and compliance.
Implementation of innovative inspection and monitoring solutions for challenging reactor environments.
Positive client feedback and continued engagement based on demonstrated technical expertise.
Required Skills/Qualifications:
10+ years of experience in inspection, monitoring, or NDE programs within the nuclear industry.
Hands-on experience with NDE methods (UT, RT, ET, PT, MT) and associated equipment.
Knowledge of ASME Section XI (Division 1 or 2), related codes, and industry standards.
Experience in evaluating materials performance and degradation under high-temperature, radiation, or corrosive environments.
Bachelor's degree in Mechanical, Materials, Nuclear, or related Engineering discipline (advanced degree preferred).
Desired Skills/Qualifications:
Familiarity with industry programs (PWR Owners Group, MRP-227, BWRVIP, or DOE advanced reactor initiatives).
Background in monitoring technologies, welding, fracture mechanics, fatigue, or corrosion science.
NDE certification or materials engineering specialization.
Demonstrated ability to integrate inspection and monitoring results into risk-informed integrity management strategies.
Active involvement in technical organizations such as ASME, ASTM, ANS, or EPRI working groups.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE's Generally Authorized Destinations List: ***************************************************************************************************
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
Medical, dental, and vision insurance
Life Insurance and AD&D
Short-term and long-term disability
Health Savings Account with employer contribution
Flexible Spending Account for health care and dependent care
ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
*****************
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Auto-ApplyFranchise Business Consultant
Remote
The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards.
Responsibilities:
Sales & Marketing:
Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities.
Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns.
Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement.
Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools.
Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share.
Business Consulting & Coaching:
Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance.
Conduct regular strategic meetings to review metrics, address issues, and maintain accountability.
Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges.
Build strong, trust-based relationships that support candid coaching and long-term success.
Operational Excellence:
Ensure franchisees consistently follow brand standards and required processes.
Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery.
Support system adoption, training initiatives, and the development of operational capabilities across the franchise network.
Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools.
Financial Performance:
Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability.
Provide coaching on job costing, pricing strategy, and expense management.
Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility.
Business Growth & Development:
Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments.
Support franchise owners in building organizational structures that can scale as revenue growth demands.
Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction.
Share system-wide best practices to elevate performance across the network.
Compliance, Reporting & Communication:
Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics.
Communicate trends, risks, and opportunities within the consultant's portfolio to leadership.
Ensure adherence to brand standards, policies, and contractual obligations.
Qualifications:
5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred.
Bachelors degree in Business or a related field preferred
Demonstrated ability to coach, influence, and motivate business owners toward improvement.
Strong business acumen, including the ability to interpret financial statements and operational KPIs.
Excellent communication, relationship-building, and problem-solving skills.
Ability to manage multiple priorities and adapt coaching style to diverse business owners.
Willingness to travel for onsite visits as needed.
Familiarity with EOS Traction is a plus
Success Traits:
Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships.
Strategic: Uses data and insight to guide business owners toward smarter decisions.
Operationally savvy: Understands how systems, processes, and structure drive performance.
Highly relational: Builds trust quickly and communicates with clarity and empathy.
Forward-thinking: Identifies risks and opportunities early and acts proactively.
Adaptable: Works effectively with different personalities, business models, and experience levels.
Expectations:
Complete required travel within approved budget guidelines on a per trip basis
Maintain a communication log for all franchisee interactions in company software
Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues.
Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values.
Travel up to 25% of the time. Average one 3-4 day trip per month
FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
Auto-ApplyFinancial Planning Business Consultant
Remote
Primary Duties and Responsibilities
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.
Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.
Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.
Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Drive the achievement of the goals for the Planning and Wealth Consulting Team.
Other responsibilities may be assigned as necessary.
Qualifications
Series 7 required.
Bachelor's degree in business, finance or related field.
Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
Confidence in counseling representatives on a variety of proactive approaches and solutions.
Strong analytical skills, problem solving, attention to detail and accuracy.
Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Passionate about Northwestern Mutual Financial Planning process, products and services.
Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software.
Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective.
3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
$84,350.00 USD - $156,650.00 USD
Structure 115:
$88,130.00 USD - $163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyAssociate Consultant, Client Administration
Colorado Springs, CO jobs
External Description:
Follows established procedures to maintain communication with assigned clients' operational and administrative needs.
Responsibilities
Regularly communicates and meets with assigned clients to maintain a positive relationship and ensure that the daily operations of the plan are meeting their needs.
Responsible for the day-to-day basic or routine activities relating to the operations of the client's plan
Supports internal activities and initiatives designed to enhance the quality and efficiency of the Client Administration department's processes.
Resolves basic or routine client issues, provides research, and supports reporting needs. Escalates more complex issues to supervisors or other senior staff.
Navigates the Retirement Plan Services organization, digital resources, and business processes to support client needs and resolve escalated issues.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
0+ years of total relevant work experience
Preferred:
Internship experience in client services or related function
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Associate Consultant, Client Administration
Company Profile:
Location_formattedLocationLong: Colorado, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Resource Solutions - Project Consultant
Remote
JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile
Self-starter who thrives in dynamic environments
Quickly assesses situations and develops effective solutions
Works independently while collaborating with client teams
Example Responsibilities and types of engagements
Serve as Interim Controller, overseeing financial operations
Manage accounting functions, transactions, and month-end closings
Prepare and analyze financial statements, budgets, and forecasts
Implement and monitor internal controls for regulatory compliance
Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations)
Supervisory responsibilities
Potential to supervise employees, depending upon client need
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending upon client's needs
Required education and experience
10+ years of experience in accounting, finance, or related fields
Experience working in complex, multi-entity corporations
Exceptional problem-solving skills
Strong self-motivation and initiative in ambiguous situations
Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools
Effective communication skills across all organizational levels
Ability to pass thorough background checks (criminal, credit, education, certification, references)
Preferred education and experience
Bachelor's degree in related field or equivalent experience
CPA or equivalent certification
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyOnboarding Consultant, Specialization
Remote
As an Onboarding Consultant at FuturePlan, you will own the end-to-end onboarding experience for all retirement plan types-start-up and takeover plans-ensuring a seamless transition from sales through go-live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan's commitment to excellence.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
Update systems and reports consistently to reflect real-time progress and ensure transparency throughout the onboarding lifecycle.
Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan's best practices and operational standards.
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
Provide accurate plan education to financial professionals and clients through ongoing training and self-development.
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Education & Experience
Bachelor's degree in Business, Finance, Accounting, or related field; or equivalent professional experience.
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start-up, takeover) strongly preferred.
Familiarity with recordkeeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
Technical Skills
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
Experience with plan reconciliations, trust accounting, and conversion processes.
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
Core Competencies
Exceptional client service orientation with strong presentation, facilitation, and negotiation skills.
Excellent written and verbal communication skills; ability to communicate clearly and professionally with clients, advisors, and internal teams.
Strong analytical and problem-solving abilities with meticulous attention to detail and accuracy.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining quality and compliance.
Demonstrated ability to exercise sound judgment on issues that could impact financial outcomes and client relationships.
Skilled in conflict resolution and escalation management.
Behavioral Attributes
Collaborative team player who thrives in a culture of accountability and innovation.
Adaptable to change and committed to continuous improvement.
Willingness to work additional hours as needed to meet client and business needs.
Embodies FuturePlan's core values and approaches every task with a “Day 1” mindset.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyPLEXOS Modeling Consultant
Denver, CO jobs
Job DescriptionWhy You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary.
Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets.
E3 has a growing team of skilled PLEXOS modelers. We work together to pursue innovative approaches to apply production simulation (ST) and capacity expansion (LT) tools to our clients' cutting-edge operational and planning questions and to develop our own industry-leading forecasts of long-term evolution of major U.S. and Canadian power markets.
About You We look for people who combine strong analytical dexterity and/or policy experience with integrity and a passion for energy. Our Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues of the day. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your attention to detail and your organizational techniques help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers.
The Work The Consultant is a vital contributor to our team and project work. The position assists and/or spearheads client-facing interactions and plays an engaged role in identifying the approach and methods for project tasks. Our consultants direct workstreams within projects and contribute heavily to written reports and papers. Our consultants have the opportunity to deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, core QA/QC of products, and becoming a technical head on various project needs and/or a flagship modeling tool.
Practice Areas We're highly collaborative, but everyone is encouraged to pursue their own practice areas of interest. At E3, our Practice Areas include: - Climate Pathways and Electrification - Asset Valuation, Transmission, and Markets - Integrated System Planning
General
- Hours: Full Time - Type: Exempt - Practice Area: Open - Travel: 0-10%% - Office Location: Hybrid work schedule from our office in downtown San Francisco, New York, Boston, Calgary or Denver
Work Environment E3 allows employees to enjoy a hybrid and flexible work environment that adapts to the changing needs of projects. We thrive in a strong collaborative office-based working environment but also adapt to remote work when flexibility is needed. Employees must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. Responsibilities
Develop PLEXOS production simulation (ST) and/or capacity expansion (LT) models that address client-specific questions and/or forecast future market fundamentals over a multi-year period
Strategize on best modeling approaches to tackle specific questions and discuss the analysis plan with our expert PLEXOS modeling team and project leads
Gather relevant data from clients and a range of available sources and translate this information to be represented and modeled accurately
Apply core QA/QC best practices to debug simulation cases, view and critically assess results, refine model setup and cases, and recommend additional scenarios to explore
Translate results of simulation cases and research into clear visual representations
Make modifications to existing E3 cases and tools to improve functionality and/or efficiency
Assist the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and helping with additional customer requests
Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information.
Deliver sections of presentations to customers and reply to questions
Proactively track actual performance of work performed against the established plan, with ongoing communication with the Director or Manager
Capture project learnings and repeatable products and work samples for future use according to knowledge management processes
Assist in proposal writing as needed
Assist with internal initiatives as needed
Requirements
1-3 years of experience using PLEXOS software for production simulation (ST) and/or capacity expansion (LT) applications
Master's degree or Ph.D. in engineering, economics, computer science, optimization, public policy or related field
3-5+ years of related experience in an energy-related field
Detailed-oriented approach to designing models and critically assessing results
Prior experience specifically addressing renewable energy and climate change issues and/or demonstrated advanced-level academic related project work
Demonstrated hands-on experience, academic project work, or extensive knowledge in or related to one of our Practice Areas: Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets and Integrated System Planning.
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences to the table
You find joy in translating technical concepts to broader audiences
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
Aptitude to write and communicate clearly
Passionate about the transition to a low-carbon economy
Demonstrated success guiding ideas, people, and projects
Strong organizational and time management techniques
High fluency in Microsoft Excel and PowerPoint; programming knowledge and experience are also valued
Desire to work in a dynamic office environment with other staff
Things that Set You Apart
Prior experience specifically addressing energy and climate change issues
Significant project management experience
You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table
You enjoy translating technical concepts to a broader audience
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
E3 takes a number of factors into consideration when determining title and salary level for a potential new employee. This includes, but is not limited to: a candidate's education, training, and relevant work experience; the position's work location; expected quality and quantity of work; required travel (if any); external market and internal value, including seniority and merit systems; and internal pay alignment. E3 also provides a bonus structure that we are proud of because we believe it creates the right kinds of incentives for good work, provides significant flexibility, and is fair and equitable. The below compensation outlines our total compensation package with our bonus structure adding between 15 - 25% to your base salary. While neither the upper or lower end of our bonus structure is capped, this provides a representation of the average total compensation based on both your personal performance and the company's performance. Annual Total Compensation Range for Consultant - Senior Consultant: - Minimum: $97,000 - Maximum: $135,000 E3's Commitment to You E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every fall, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment.
E3 actively supports the advancement of each member of the PLEXOS modeling team through close guidance by our in-house PLEXOS experts and customized training to make all of our team further their modeling skills and become continually better at recognizing challenges and finding solutions.
In addition, E3 offers employees a broad, best-in-class range of benefits and supportive perks to support you both personally and professionally. Some benefits include: - Base and bonus commensurate with experience and performance - Exceptional benefits such as medical, dental, and vision insurance plans - 401(k) with corporate match - Flexible Paid Time Off plus standard company holidays - Short-term and long-term disability - Group life insurance - Health Savings Accounts and Flexible Spending Accounts, - Fitness and wellness corporate discounts and fitness stipend - Professional Development annual stipend
Hiring Process and Timeline Finding new team members that are a good fit is important to us, so we spend significant time in our recruiting process evaluating candidates. Qualified candidates can expect a phone interview, to engage in a technical exercise and associated interview, and a final set of interviews. Our process takes around 6-8 weeks to complete. E3 is seeking to hire consultants throughout the year and are prepared to make offers to candidates months in advance of their start date. EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
Position Description: As a member of CFGI's rapidly growing Risk Advisory team, you will support CFGI client teams responsible for performing various types of project engagements including SOX compliance reviews, internal audits, and operational reviews of business processes / systems.
Consultant-level Risk professionals work closely with management of Fortune 500, mid-cap and start-up companies, as well as all levels of CFGI staff from Consultant to Partner.
Engagements include Internal Audit, SOX implementation and testing, attestation/certification readiness work, business process improvement projects, compliance and other assessments.
Duties and Responsibilities: · Contribute to an assortment of risk-based, challenging internal audit assignments and projects.
· Develop business process flowcharts using Visio (or equivalent tools).
· Create control narratives and risk and control matrices for complex business processes.
· Interact regularly with process / control owners to understand current business processes, key controls, system dependencies, employee roles / responsibilities, etc.
· Create test plans, gather evidence for testing, and execute testing procedures to determine process / control effectiveness.
· Perform control design evaluations and testing of key controls associated with areas under review.
· Document testing results through high-quality work papers (i.
e.
, clear description of procedures performed and related audit results / observations).
· Identify root causes of issues and effectively summarize testing results / conclusions.
· Draft formal reports for Manager / Director / Partner review and issuance to clients.
· Propose meaningful and cost-effective recommendations / solutions for process and/or control improvement to support client remediation needs.
· Demonstrate creativity in problem solving and optimizing efficiency and effectiveness of assigned tasks.
Furthermore, all Risk Advisory team members, from the Consultant level and up, build their skills by assisting the Firm's leadership with internal responsibilities for training, internal projects, and continual improvement.
Qualifications and Capabilities: · Certified CPA, CIA or other standard auditing certification combined with solid internal audit experience.
· Undergraduate degree in Accounting, CPA and/or MBA combined with solid accounting experience is preferred, but not required.
· 2+ years of experience in public accounting and/or industry performing internal audit.
· Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
· Strong technical skills and a working knowledge of SOX, COSO, SOC 1, and SOC 2.
· Effective analytical and critical thinking abilities.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· Strong project management skills.
· High energy with a commitment to quality client service.
· Very strong performance within a team dynamic.
Auto-ApplyConsultant, Field Underwriter - Commercial Lines Small Market (CO/NE)
Colorado jobs
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
What to Expect: The field underwriting team is growing! This opportunity will be based in the Greater Denver Metro Area or Colorado Springs, CO area with a territory surrounding. This position will be accountable for profitable Small Commercial new business growth for assigned agencies in the states of CO & NE and will report to the Small Commercial Underwriting Director responsible for the Western Field Underwriting team.
Territory: Candidates must reside in Greater Denver Metro Area or Colorado Springs, CO to be considered for this role. This role involves weekly travel, typically within a 3-5 hour radius to meet with agency partners). A company vehicle would be provided.
Ideal candidates will have:
Commercial Underwriting within Multi-Lines of Business experience is highly preferred.
Advanced insurance designations are preferred, but not required
California experience would be a plus!
#LI-Remote
#LI-JJ1
Summary
Serves as a top-tier technical expert in commercial lines underwriting, responsible for independently evaluating and underwriting the most complex and high-value risks across a broad field territory. Operates with elevated authority and autonomy, applying advanced risk assessment techniques and deep market insight. Acts as a consultative resource to field underwriters, sales teams, and agency partners. Drives underwriting excellence and contributes to strategic initiatives that support profitability, growth, and operational efficiency.
Job Description
Key Responsibilities:
Advanced Underwriting Execution: Independently underwrites and prices the most complex and specialized commercial risks within expanded authority levels while promoting a steady flow of lower-premium and complexity new business. Applies advanced judgment and technical expertise to ensure profitable growth.
Risk Analysis & Technical Consultation: Performs in-depth risk analysis using financials, loss control reports, industry trends, and predictive data models. Provides consultative guidance to field underwriters and agents on risk mitigation and coverage solutions.
Territory Management: Manages a field underwriting territory focused on new business production, ensuring alignment with underwriting strategy, mix of business, and profitability goals. Identifies trends and recommends adjustments to underwriting approach or appetite. May serve as the primary point of contact for consolidation or transfer opportunities within an agency.
Agency Engagement & Strategic Support: Builds and maintains strong relationships with key agency partners. Regularly conducts in-person meetings and takes advantage of opportunities to embed and quote within the agency's office. Provides expert-level support in complex negotiations and coverage discussions. Participates with Territory Managers in strategic planning with agencies to drive mutual success. Identifies and drives opportunities for business development and issue resolution by consulting with agents and internal partners. Understands organizational capabilities and opportunities to drive maximum value of relationships.
Market Intelligence & Innovation: Monitors market developments, emerging risks, and competitor activity. Contributes feedback to the Portfolio Management and Technical Underwriting organizations to influence the evolution of underwriting guidelines, tools, and practices.
Mentorship & Knowledge Sharing: Serves as a technical resource and informal mentor to field underwriters. Shares best practices and supports skill development across the team.
Program & Product Expertise: Partners with Territory Managers and Learning & Development resources to conduct product orientation and training sessions for agents and internal teams. Provides feedback on product performance and market fit.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director.
Typical Skills and Experiences:
Education: Bachelor's degree required. Advanced insurance designations (e.g., CPCU, ARM) strongly preferred.
Experience: Minimum 6-8 years of commercial underwriting experience, with demonstrated success in handling complex risks and portfolios.
Knowledge, Abilities and Skills: Expert-level understanding of commercial underwriting principles, risk management, and industry-specific exposures. Strong knowledge of agency operations and market dynamics. Exceptional analytical, consultative, and communication skills. Ability to influence underwriting outcomes and support strategic initiatives. High proficiency in risk evaluation tools and techniques.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Requires the ability to travel regularly in the field, service centers, agency offices, and customer business locations. Must have and maintain a safe driving record.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We currently anticipate accepting applications until 12/11/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Field Underwriter - Commercial Lines : $94,000.00-$194,000.00The expected starting salary range for Consultant, Field Underwriter - Commercial Lines : $104,000.00 - $156,000.00
Auto-ApplyConsultant, Field Underwriter - Small Commercial (CO/NE)
Colorado jobs
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
This position will be accountable for profitable Small Commercial new business growth for assigned agencies within their local geography. This position will report to the Small Commercial Underwriting Director responsible for the Western Field Underwriting team. Regular travel is expected.
Candidates must reside in the geography served by this position. This role may be filled at the Specialist or Consultant level.
#LI-JS2
Summary
Serves as a top-tier technical expert in commercial lines underwriting, responsible for independently evaluating and underwriting the most complex and high-value risks across a broad field territory. Operates with elevated authority and autonomy, applying advanced risk assessment techniques and deep market insight. Acts as a consultative resource to field underwriters, sales teams, and agency partners. Drives underwriting excellence and contributes to strategic initiatives that support profitability, growth, and operational efficiency.
Job Description
Key Responsibilities:
Advanced Underwriting Execution: Independently underwrites and prices the most complex and specialized commercial risks within expanded authority levels while promoting a steady flow of lower-premium and complexity new business. Applies advanced judgment and technical expertise to ensure profitable growth.
Risk Analysis & Technical Consultation: Performs in-depth risk analysis using financials, loss control reports, industry trends, and predictive data models. Provides consultative guidance to field underwriters and agents on risk mitigation and coverage solutions.
Territory Management: Manages a field underwriting territory focused on new business production, ensuring alignment with underwriting strategy, mix of business, and profitability goals. Identifies trends and recommends adjustments to underwriting approach or appetite. May serve as the primary point of contact for consolidation or transfer opportunities within an agency.
Agency Engagement & Strategic Support: Builds and maintains strong relationships with key agency partners. Regularly conducts in-person meetings and takes advantage of opportunities to embed and quote within the agency's office. Provides expert-level support in complex negotiations and coverage discussions. Participates with Territory Managers in strategic planning with agencies to drive mutual success. Identifies and drives opportunities for business development and issue resolution by consulting with agents and internal partners. Understands organizational capabilities and opportunities to drive maximum value of relationships.
Market Intelligence & Innovation: Monitors market developments, emerging risks, and competitor activity. Contributes feedback to the Portfolio Management and Technical Underwriting organizations to influence the evolution of underwriting guidelines, tools, and practices.
Mentorship & Knowledge Sharing: Serves as a technical resource and informal mentor to field underwriters. Shares best practices and supports skill development across the team.
Program & Product Expertise: Partners with Territory Managers and Learning & Development resources to conduct product orientation and training sessions for agents and internal teams. Provides feedback on product performance and market fit.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director.
Typical Skills and Experiences:
Education: Bachelor's degree required. Advanced insurance designations (e.g., CPCU, ARM) strongly preferred.
Experience: Minimum 6-8 years of commercial underwriting experience, with demonstrated success in handling complex risks and portfolios.
Knowledge, Abilities and Skills: Expert-level understanding of commercial underwriting principles, risk management, and industry-specific exposures. Strong knowledge of agency operations and market dynamics. Exceptional analytical, consultative, and communication skills. Ability to influence underwriting outcomes and support strategic initiatives. High proficiency in risk evaluation tools and techniques.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Requires the ability to travel regularly in the field, service centers, agency offices, and customer business locations. Must have and maintain a safe driving record.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We currently anticipate accepting applications until 10/31/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Field Underwriter - Commercial Lines : $94,000.00-$194,000.00The expected starting salary range for Consultant, Field Underwriter - Commercial Lines : $104,000.00 - $156,000.00
Auto-ApplyPLEXOS Modeling Consultant
Denver, CO jobs
Why You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary.
Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets.
E3 has a growing team of skilled PLEXOS modelers. We work together to pursue innovative approaches to apply production simulation (ST) and capacity expansion (LT) tools to our clients' cutting-edge operational and planning questions and to develop our own industry-leading forecasts of long-term evolution of major U.S. and Canadian power markets.
About You We look for people who combine strong analytical dexterity and/or policy experience with integrity and a passion for energy. Our Consultants love to examine, research, and offer creative solutions to some of the most elaborate and important energy issues of the day. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a proactive approach to assist the team, and are practiced at clearly presenting information to a variety of stakeholders. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your attention to detail and your organizational techniques help you create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers.
The Work The Consultant is a vital contributor to our team and project work. The position assists and/or spearheads client-facing interactions and plays an engaged role in identifying the approach and methods for project tasks. Our consultants direct workstreams within projects and contribute heavily to written reports and papers. Our consultants have the opportunity to deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, core QA/QC of products, and becoming a technical head on various project needs and/or a flagship modeling tool.
Practice Areas We're highly collaborative, but everyone is encouraged to pursue their own practice areas of interest. At E3, our Practice Areas include: - Climate Pathways and Electrification - Asset Valuation, Transmission, and Markets - Integrated System Planning
General
- Hours: Full Time - Type: Exempt - Practice Area: Open - Travel: 0-10%% - Office Location: Hybrid work schedule from our office in downtown San Francisco, New York, Boston, Calgary or Denver
Work Environment E3 allows employees to enjoy a hybrid and flexible work environment that adapts to the changing needs of projects. We thrive in a strong collaborative office-based working environment but also adapt to remote work when flexibility is needed. Employees must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually. Responsibilities
Develop PLEXOS production simulation (ST) and/or capacity expansion (LT) models that address client-specific questions and/or forecast future market fundamentals over a multi-year period
Strategize on best modeling approaches to tackle specific questions and discuss the analysis plan with our expert PLEXOS modeling team and project leads
Gather relevant data from clients and a range of available sources and translate this information to be represented and modeled accurately
Apply core QA/QC best practices to debug simulation cases, view and critically assess results, refine model setup and cases, and recommend additional scenarios to explore
Translate results of simulation cases and research into clear visual representations
Make modifications to existing E3 cases and tools to improve functionality and/or efficiency
Assist the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and helping with additional customer requests
Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information.
Deliver sections of presentations to customers and reply to questions
Proactively track actual performance of work performed against the established plan, with ongoing communication with the Director or Manager
Capture project learnings and repeatable products and work samples for future use according to knowledge management processes
Assist in proposal writing as needed
Assist with internal initiatives as needed
Requirements
1-3 years of experience using PLEXOS software for production simulation (ST) and/or capacity expansion (LT) applications
Master's degree or Ph.D. in engineering, economics, computer science, optimization, public policy or related field
3-5+ years of related experience in an energy-related field
Detailed-oriented approach to designing models and critically assessing results
Prior experience specifically addressing renewable energy and climate change issues and/or demonstrated advanced-level academic related project work
Demonstrated hands-on experience, academic project work, or extensive knowledge in or related to one of our Practice Areas: Climate Pathways and Electrification, Asset Valuation, Transmission, and Markets and Integrated System Planning.
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences to the table
You find joy in translating technical concepts to broader audiences
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
Aptitude to write and communicate clearly
Passionate about the transition to a low-carbon economy
Demonstrated success guiding ideas, people, and projects
Strong organizational and time management techniques
High fluency in Microsoft Excel and PowerPoint; programming knowledge and experience are also valued
Desire to work in a dynamic office environment with other staff
Things that Set You Apart
Prior experience specifically addressing energy and climate change issues
Significant project management experience
You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table
You enjoy translating technical concepts to a broader audience
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
E3's Commitment to You E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every fall, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment.
E3 actively supports the advancement of each member of the PLEXOS modeling team through close guidance by our in-house PLEXOS experts and customized training to make all of our team further their modeling skills and become continually better at recognizing challenges and finding solutions.
In addition, E3 offers employees a broad, best-in-class range of benefits and supportive perks to support you both personally and professionally. Some benefits include: - Base and bonus commensurate with experience and performance - Exceptional benefits such as medical, dental, and vision insurance plans - 401(k) with corporate match - Flexible Paid Time Off plus standard company holidays - Short-term and long-term disability - Group life insurance - Health Savings Accounts and Flexible Spending Accounts, - Fitness and wellness corporate discounts and fitness stipend - Professional Development annual stipend
Hiring Process and Timeline Finding new team members that are a good fit is important to us, so we spend significant time in our recruiting process evaluating candidates. Qualified candidates can expect a phone interview, to engage in a technical exercise and associated interview, and a final set of interviews. Our process takes around 6-8 weeks to complete. E3 is seeking to hire consultants throughout the year and are prepared to make offers to candidates months in advance of their start date. EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
Auto-ApplyDynamics 365 and Power Platform Consultant
Denver, CO jobs
To support our double-digit growth goals, BDO Digital seeks a Senior Consultant in the Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy, software selection and implementation, in addition to Business Transformation and Operational Excellence efforts. The individual in this role will support discovery, requirements gathering, process documentation, configuration, and implementation management of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), HCM (Human Capital Management), and other related business applications functioning as a key resource for our clients spanning finance, product distribution, manufacturing, job costing, field service, marketing, sales, service, and reporting.
Job Duties:
Strategy, Requirements & Selection:
Participates in defining needs for existing and new EBA solutions
Documents existing enterprise business applications, related business processes, and personas impacted
Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
Develops representations of recommended future state options for evaluation by clients
Develops scorecards for evaluation of candidate business applications
Creates dashboard presentations of quantitative and qualitative scoring of candidate options
Supports Technical Leads and Developers by providing functional clarifications and setting expectations with team and client
Solution Functional Design:
Performs functional (business process) solution design in business applications (ERP, HCM, CRM, & related) contexts, to provide maximized business value and delivers strong business agility while meeting applicable requirements and constraints
Consulting:
Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
Program & Project Management:
Supports management of business applications implementations
Documents and maintains project milestones, phases, elements, and budget
Supports monitoring of project progress by tracking risks, actions, issues, decisions, and other activities as directed
Provides references for users by writing and maintaining user documentation; providing help desk support; training users
Implementation and Support:
Functional support of ERP solutions and related technologies
Documents, socializes, and triages issues, defects, and change requests
Performs systems configuration tasks (but not coding/development) as appropriate
Provides on-going support during project implementations and post-go-live support
Fosters a positive demeanor, learning attitude and client service mentality with staff and seniors
Travel, as needed
Other duties, as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
High School Diploma or GED AND six (6) or more years of industry experience with Professional Services, ERP systems, Accounting systems, or Human Capital Management (HCM) systems, required; OR Bachelor's degree AND three (3) or more years of industry experience with Professional Services, ERP systems, Accounting systems or Human Capital Management (HCM) systems, required
Experience:
Three (3) or more years of business process analysis or business application education or experience, required
Three (3) or more years of experience or education with ERP, HCM or CRM Product, preferred
Some client facing best practice consulting experience, preferred
Software:
Microsoft Visio, PowerPoint, Word, and SharePoint, required
Experience with one or more ERP/CRM/HCM Solutions technology, required:
Microsoft Dynamics 365 (D365), CRM, Business Central, F&SCM, Ceridian Dayforce Solutions (Talent & Benefits Intelligence, Workforce Management (WFM), HR, Advanced HR Analytics, or Payroll), Salesforce, Oracle NetSuite, Acumatica, SAP, Infor, Sage, Syteline, JDE, IFS, or any other ERP/CRM Software
Enterprise software strategy, selection, and implementation experience, preferred
Smartsheet, preferred
One or more current business applications technology certifications, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Excellent communication and presentation skills, both verbal and written
Excellent interpersonal and customer relationship skills
Strong analytical, problem solving, facilitation, documentation, and communication skills, required
Business process analysis, design, and process flow skills, preferred
Excels at operating in a fast-paced technical environment
Keywords:
Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Dynamics F&SCM, Microsoft Finance and Supply Chain Management, Microsoft Dynamics 365, D365, Dynamics 365 CRM, Microsoft Customer Experience Platform, Business Analyst, BA, Enterprise Tester, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, SFDC, D365, Acumatica, NetSuite, OpenAir, Ceridian Dayforce, HCM, Human Capital Management
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $75,000 - $125,000 Maryland Range: $75,000 - $125,000 NYC/Long Island/Westchester Range: $75,000 - $125,000
Auto-ApplyConsultant
Denver, CO jobs
Consultant - Accounting Advisory Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management.
Take ownership of your career at CFGI: · Gain exposure to a wide range of industries and/or projects.
· Make a true business impact with your clients.
· Own projects from start to finish.
· Experience client interaction and thrive in a client-facing role.
· Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
· Enjoy the flexibility of office/remote/client site work locations (engagement specific).
· Create your own path.
· Enjoy what you do! What you might expect: · Preparation of operational due diligence for complex transactions (i.
e.
- acquisitions and divestitures, stock offerings, debt raises, IPO's).
· Accounting projects focused on carving out business units/subsidiaries.
· Integration with client's internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.
· Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.
e.
- 10K's, 10Q's, S-1 and S-4 filings, audit coordination).
· Research & documentation projects related to new ASC accounting standards.
· Process improvement projects and implementation of changes.
Who you are: · An undergraduate degree in Accounting - CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
· Two to five years of experience in public accounting and/or industry accounting/finance with a minimum of two years at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
· Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.
· Strong technical skills and a working knowledge of U.
S.
GAAP and SEC reporting.
· Effective analytical and critical thinking abilities.
· Entrepreneurial nature, self-motivated, ethical, and dependable.
· High energy with commitment to quality client service.
CFGI is dedicated to offering our employees strong and inclusive total compensation packages.
Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications.
The good-faith estimated base salary range for this position is: $95,000 - $110,000.
In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual's level and overall work performance.
Auto-ApplyCanvas Consultant (Universal Banker) - Thornton
Consultant job at Public Service Credit Union
We're Canvas Credit Union We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.
Canvas "It's About More" Video - YouTube (Click here - or, visit ******************************************* )
Why Canvas?
At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.
At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:
What's In It For You
* Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans. (That includes cars and houses!) The starting pay range for this position is $21.00-$23.00 hourly, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
* Medical/Dental/Vision Insurance
* Paid Vacation
* Paid Sick Time
* Paid Holidays
* Paid Wellness Day
* Paid Volunteer Time
* Flexible Spending Account
* Health Savings Account
* World Class 401(k) Plan
* Tuition Reimbursement
* Rate Discounts on Qualifying Loans
* May be eligible for incentives or discretionary bonus based on results
* This is a career: The Consultant experience is the foundation of a career at Canvas Credit Union. We invest in developing your skills and promote heavily from within. While we hope you stay with us until you retire, Credit Unions across the country collaborate with each other and hire from within.
* You will be a financial services guru: You'll be a cooperative finance rock star. We'll arm you with knowledge of products and services, and compliance with financial regulations. This knowledge will prepare you for many, many career opportunities.
* You help members afford life: At Canvas, you have the opportunity to make a difference. The joy that comes with making a member's day, and maybe helping them buy their first house or go to college, is an indescribably good feeling.
What you'll do
Click here to see our Day in the Life of a Canvas Consultant video (or, visit https://vimeo.com/1015***********72dc0e?ts=0&share=copy )
If this location is too far from your home and family, check out our other postings. If you don't find what you're looking for, apply to this listing and tell us where you want to work. There may already be an opening that we haven't listed yet.
Here's what a Consultant's day looks like:
* LEARN about our members, hear them, and understand their situations.
* EDUCATE our members on the ways we can help them afford life.
* PROVIDE meaningful, careful, focused and ethical lending solutions.
* PROCESS transactions like deposits, withdrawals, transfers, and payments with consummate professionalism.
* PERFORM advanced frontline transactions like IRAs, CDs, wire transfers, and calmly handle disputes.
* GROW with us by immersing in financial industry trends, products, services and technological advances.
* SHARE your knowledge on effective practices, competitive intelligence, and business opportunities.
* STAND shoulder-to-shoulder with our members and your Canvas teammates through our peaks and valleys.
* PROVIDE members with excellent service through face-to-face interactions on a daily basis.
Who You Are
Enough about us. Here's who you are, or who you think you are ... or who you really want to be:
* You are authentic and passionate about helping others.
* You enjoy learning and want a career…not just a paycheck.
* You understand financial products and services, much like a Relationship Banker or Personal Banker.
* You're comfortable recommending and processing financial products like loans.
* You've won service excellence awards and earned high fives and fist bumps for your awesomeness.
* You hold an informal or formal leadership position at your current workplace.
* You seek new ways to serve our members and the community.
* You work well with others, even when things don't go as planned.
* You are innovative and thrive on challenges.
* You embrace change and a fast pace. We do think we can change the world for people and are making it happen!
We know you might not have every qualification we've listed. Passion and potential matter here. If you know you're right for the position, let us know. We're good at spotting talent.
For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.
NMLS
This role at Canvas requires Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008. This means we conduct background checks to ensure NMLS registration and Canvas requirements are met. Not meeting or staying current may result in removal from role. Canvas also conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).
Other Important Information
You'll be asked to work a flexible schedule Monday thru Saturday, 35-40 hours per week. You'll use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets. The position also requires manual dexterity, the ability to lift files, and flex paperclips. You may be required to bend, stoop, or stand on one leg while multiplying fractions and compounding daily, variable interest in your head. Just kidding - nobody can do that on one leg. Please note, this job posting is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time.
Applications for this position will be accepted through December 29, 2025. For consideration, applications must be received by 11:59 PM MST on December 29, 2025.
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