Data Lead: Investments, Insurance, Finance & Accounting (Boston, Massachusetts)
Risk manager job in Boston, MA
Role: Functional Data Domain Lead - Investments, Insurance, Finance & Accounting (x3 vacancies)
Boston, MA (Hybrid 3 to 4 days/week)
Pay Rate: $108/Hr
The Functional Data Domain Lead will be responsible for driving the design, integration, and governance of investment data across the enterprise. This role will serve as the primary liaison between the Investment, Technology, and Data Engineering teams to ensure data integrity, accessibility, and alignment with strategic investment objectives.
Key Responsibilities:
Strong understanding of Investment data management and reporting processes
Partner with Investment teams to understand their technology needs and challenges related to Investment data, analytics, and portfolio management
Collaborate with IT team and architects to design, develop and implement technology solutions aligned with investment strategies
Oversee the integration of investment data from various sources into a central platform for efficient analysis and reporting
Stay up to date on emerging technologies relevant to Insurance Investments like machine learning, AI, cloud computing.
Participate in the development of a technology roadmap to support future investment needs and growth
Communicate project progress and status updates to stakeholders effectively
Identify and manage project risks, develop mitigation plans and ensure project success
Preferred Qualifications:
10+ years of relevant professional experience in investment data management
Strong background in statistical analysis, machine learning, and data visualization
Industry knowledge of either Insurance, Investments: Capital Markets, Hedge Funds, Mutual Funds, or Institutional, Commercial, and Retail Banking
Experience with data warehouse and business intelligence initiatives
Demonstrate excellent communication, presentation and interpersonal skills
Possess strong analytical and problem-solving abilities to navigate complex financial situations
Possess Hands-on experience with querying and analyzing data using SQL
Ability to manage multiple priorities and deadlines effectively
Excellent communication and stakeholder management skills
EHR Portfolio Manager
Risk manager job in Boston, MA
JOB REQUIREMENTS
EDUCATION:
Bachelor's Degree required.
Master's degree preferred.
CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:
Certification as a Portfolio Management Professional (PMP) a plus, but not required
Epic Certifications a plus, but not required
EXPERIENCE:
Minimum of 5 years hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting
Experience leading projects and programs within IT, as well as projects and programs that involved stakeholders outside IT (e.g. clinical organizations, health system business areas, vendors, etc.)
Past experience that includes facilitation of project governance and responsibility for portfolio management and reporting
Experience using project management and portfolio management tools and software is required
Knowledge and experience with Epic, Service Now and/or Planview are strongly desired
KNOWLEDGE AND SKILLS:
Fosters and builds a collaborative working relationship with various stakeholders
Excellent oral and written communication skills with the ability to adjust presentation style to suit intended audience
Ability to lead staff in both team and independent settings
Knowledgeable of project (e.g. PMBOK) and portfolio management best practices with the ability to adjust and implement within the organizational culture.
Working knowledge of Agile project, product and portfolio management
A strong working knowledge of Microsoft Office products
Must be willing to challenge customers to better understand their needs
Ability to challenge the various stakeholders involved in project governance
Expert in project portfolio financial management
Competent in project and portfolio governance
Demonstrated experience managing large project portfolios including projects that have high visibility and risks
EHR Portfolio Manager
Risk manager job in Boston, MA
EHR Portfolio Manager
Department: EHR
Schedule: Full Time
Salary : $150,000/yr -$160,000/yr plus benefits
EHR Executive Roadmap program
Maintain 3-5 yr EHR roadmap, strategic alignment tools
Facilitate annual EHR roadmap sessions with EHR directors and Hospital Exec Stakeholders
Own continuous improvement of tools & process (driver diagram, annual exec roadmap/goal alignment discussions)
Communicate/disseminate info from exec roadmap to impacted user group leadership and other stakeholders.
JOB REQUIREMENTS
EDUCATION:
Bachelor's Degree required.
Master's degree preferred.
CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED:
Certification as a Portfolio Management Professional (PMP) a plus, but not required
Epic Certifications a plus, but not required
EXPERIENCE:
Minimum of 5 years hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting
Experience leading projects and programs within IT, as well as projects and programs that involved stakeholders outside IT (e.g. clinical organizations, health system business areas, vendors, etc.)
Past experience that includes facilitation of project governance and responsibility for portfolio management and reporting
Experience using project management and portfolio management tools and software is required
Knowledge and experience with Epic, Service Now and/or Planview are strongly desired
The EHR Portfolio Manager is responsible for leading enterprise-wide EHR portfolio planning, governance, and execution to ensure alignment with organizational strategy and clinical priorities. This role owns the multi-year EHR roadmap, facilitates executive and stakeholder planning sessions, and provides portfolio-level oversight of projects, resources, financials, and outcomes.
The EHR Portfolio Manager tracks and monitors EHR initiatives across the portfolio, develops business cases and financial assessments, and synthesizes complex data into executive-level reports and dashboards. The role partners closely with EHR leaders, IT PMO, clinical stakeholders, and hospital executives to support governance, prioritization, and informed decision-making.
This position establishes and reinforces EHR project management, portfolio management, and governance standards; mentors project managers and “accidental PMs”; and ensures effective use of tools such as Epic, Planview, and ServiceNow. The EHR Portfolio Manager also facilitates key governance committees and leadership forums, driving continuous improvement, accountability, and successful delivery of strategic EHR initiative
Accounts Payable Manager
Risk manager job in Boston, MA
Title of role: Accounts Payable Manager
Approved Salary Range: $105,000 - $115,000
About The Role
The Accounts Payable Manager plays a key role in ensuring timely, accurate and efficient processing of vendor invoices and payments in a fast paced e-commerce retail environment.The role manages day to day operations, leads and develops the team, identifies and implements process improvements, and partners cross functionally with key internal stakeholders. The AP Manager ensures compliance with internal controls supports vendor relationships and delivers strong reporting and analytics to drive operational performance.
Key Responsibilities
AP Operations:
Oversee daily invoice processing and payment runs including employee expense reimbursement.
Manage vendor onboarding and ongoing vendor master maintenance.
Ensure timely month end close activities, including accruals, reconciliations and reporting.
Team Leadership:
Supervise and mentor the AP team, providing guidance, coaching and performance feedback.
Delegate workload and communicate clear daily and weekly expectations
Support the senior manager with staffing plans and resource allocation.
Vendor and Cross Functional Collaboration:
Serve as primary point of escalation for vendor inquiries, resolving issues promptly.
Manage vendor relationships including contract related items and credit limit discussions.
Collaborate with merchandising teams to resolve invoice discrepancies.
Partner with treasury on payment scheduling and forecasting AP related cash flows.
Reporting & Analysis:
Maintain AP dashboards, KPIs and operational metrics.
Prepare weekly and monthly reporting for finance leadership.
Analyze trends and KPIs to identify opportunities for process improvements, cost savings or operational efficiency..
System & Process Improvement:
Collaborate with IT and Finance teams to optimize ERP performance and AP related workflows.
Identify opportunities to enhance efficiency, streamline workflows and reduce manual touchpoints.
Support system upgrades, testing and process documentation as needed.
Compliance:
Maintain accurate vendor master data and ensure compliance with tax and audit requirements (W-9, 1099).
Ensure adherence to internal controls and support external audits requests.
Qualifications
Bachelor's degree in Accounting, Finance, or related field.
5+ years of experience in accounts payable, including at least 2 years in a supervisory or leadership role.
Retail industry experience required, with strong familiarity with vendor terms and high-volume invoice environments.
Experience with factor relationships
Experience managing offshore or outsourced teams is highly desirable.
Strong analytical, organizational, and communication skills.
Proficiency in Microsoft Excel and ERP systems.
Financial Planning and Analysis Manager
Risk manager job in Boston, MA
Financial Planning and Analysis Manager (Workday Adaptive) - Hybrid
Don't miss this opportunity to manage and develop your own FP&A team at a rapidly growing organization!
We are searching for a FP&A manager at a fast-paced, rapidly scaling organization in the Boston, Massachusetts area. You will have the opportunity to manage and mentor a team of finance professionals and analysts and have ownership over the annual budget, monthly forecast, and variance analysis processes.
As FP&A Manager you will:
Model and forecast future scenarios and outcomes for the organization
Hold ownership over the company's budgeting, forecasting, and variance analysis processes
Mentor, manage, and develop your own global team of analysts
Drive process improvements and automations through Workday Adaptive
You need:
5+ Years of experience with FP&A and/or corporate finance
Experience working with Workday Adaptive Planning
To have worked in a cross-functional team that influenced senior stakeholders
Experience in financial modelling and budgeting
Strong analytical, organizational, and communication skills
This role is looking to be filled ASAP, so if you are interested in this position as a FP&A Manager with Adaptive Experience, apply now!
Finance Manager
Risk manager job in Framingham, MA
Finance Manager, TJX
The Opportunity: Contribute To The Growth Of Your Career.
At TJX, our Finance organization assists with leading all areas and brands with strategic ad-hoc analysis on some of our most business-critical initiatives, along with leading critical reporting to help executives drive strategic decisions. As a manager, you will be relied on to think critically, analyze effectively, and communicate efficiently as you lead a team responsible for driving forward multiple strategic, time-sensitive projects.
Members of our Finance organization are looked upon as strategic minded leaders responsible for understanding and communicating vital information to help drive our organization forward for continued growth.
Your Impact:
Partner with different areas of our business to provide financial analysis and strategic recommendations to our CFOs and senior leadership teams
Manage & Mentor a team of Analysts / Senior Analysts to ensure effective, efficient, and accurate forecasting, financial planning, and recommendations, along with training and professional development
Oversee financial updates to CFO, COO & President, including developing / maintain of annual and long-range budget models
Develop & deliver presentations for senior leadership on critical initiatives and recommendations
Drive annual and long-range budgeting processes
Lead team on projects and new business critical initiatives
Build and maintain sophisticated financial models to support brand and corporate decision making
Collaborate cross functionally with other areas of TJX such as Supply Chain, Marketing, Real Estate, Merchandising, etc.
Potential Projects:
Develop 1, 3 and 5-year strategic financial plans and budgets
Capital Investment Decision Process - evaluate projects to determine if they meet return on investment criteria, as well as support the long-term growth of the business
Real Estate - provide store pro-forma analysis and other property evaluations for the company
Store Performance - analyze operational efficiencies and expense controls to ensure profit is optimized in each location
Marketing Campaigns - partner with Marketing to evaluate advertising and media campaigns
Merchandising Initiatives - evaluate inventory management/merchandising initiatives
Executive presentation preparation and critical metric performance reporting
Who We Are Looking For: You.
5+ years of experience in areas such as Management Consulting (i.e. Strategy), Financial Advisory (i.e. Deals, M&A, Capital Markets) and/or Corporate Finance (i.e. FP&A)
Prior experience leading others in a dynamic, fast paced environment
Excellent analytical and quantitative skills with an ability to deliver insights, recommendations, and results concisely and effectively to senior level leadership
Excellent communication and interpersonal skills, both verbal and written
Comfortable partnering closely with executive management
Demonstrated proficiency with Microsoft Office applications with strong Excel skills
Ability to prioritize projects, work on multiple engagements and constantly evolving assignments in a team environment
Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information.
This position has a starting salary range of $101,700.00 to $132,200.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive as well as long-term incentives.
Asset Manager - Development
Risk manager job in Boston, MA
Asset Manager, Development
We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones.
Responsibilities:
Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery
Monitor compliance with partnership agreements and LIHTC requirements
Review financial reporting, benchmarks, construction draws, and equity installments
Analyze risk, review GP requests, and support deal modifications
Coordinate with internal teams, developers, investors, and third-party consultants
Qualifications:
Bachelor's degree in finance, accounting, real estate, or related field
2+ years of experience in asset management, affordable housing, accounting, or development
Strong Excel and financial analysis skills
Familiarity with LIHTC/affordable housing preferred
Strong communication, organization, and problem-solving skills
Accounting Manager
Risk manager job in Woburn, MA
Blue Sky is currently seeking an Accounting Manager for our client, a market leader in laboratory furniture systems that support scientific innovation and breakthrough discoveries. This is an on-site position based in the company's Woburn, MA office.
The Accounting Manager will support both corporate and satellite offices and will play a critical role in the daily oversight and operations of the accounting function. This is a professional, team-oriented, and fast-paced environment that requires strong financial discipline and real-time, job-level financial insight.
We are seeking a high-potential, ambitious accounting leader who is ready to take full ownership of the accounting function and is motivated to excel within the organization. Success in this role will be measured by the speed and accuracy of the monthly close, job cost completeness and timeliness, team performance, and process leadership. The Accounting Manager will immediately oversee day-to-day accounting operations, manage a team of four, and receive direct mentorship and expanding responsibility from the VP of Finance.
Position is located in Woburn, MA and is an on-site position with typical hours of 8am-5pm. This position reports directly to the VP Finance and serves as the second-in-command within the accounting department.
Key Responsibilities
Directly supervise, develop, and hold accountable three team members:
Contract Billing Specialist (AIA billing, change orders, retainage)
Accounts Receivable & General Accounting
Accounts Payable
Lead the monthly close process to a consistent 10-business-day (or better) close
Own full-cycle monthly financial statement preparation, including detailed period-over-period flux analysis with explanations for ownership and project teams
Oversee and review all balance sheet account reconciliations (bank, AR, AP, WIP, retainage, etc.)
Ensure accurate job costing, WIP schedules, percentage-of-completion revenue recognition, over/under billing analysis, and job profitability forecasting
Manage and optimize Sage 300 CRE (Timberline) - job setup, cost codes, change orders, commitments, and custom reporting
Oversee A/R aging, collections, lien waiver tracking, and cash application
Partner with the sales leadership team to track sales, generate commission reports and appropriately accrue commissions/bonuses on a monthly/quarterly basis
Produce timely and accurate monthly job profitability reports and executive financial packages
Partner with Project Managers to deliver real-time financial insights on project performance and support project teams with financial data for bids, contracts, and change orders.
Strengthen and develop internal controls, document policy and procedures, enforcement of controls will full support of executive leadership
Drive projects forward that benefit the organization through streamlining process/automation/continuous improvement
Assist with budgeting, forecasting, financial analysis (which will initially be primarily led by VP Finance
Support external audits, ensure compliance with federal, state, and local tax regulations, including sales tax and prevailing wage requirements.
Work directly with VP finance to assist/support the weekly cash flow reporting/forecasting
Note: This position does not initially include responsibility for payroll processing but may be added as the role expands.
Qualifications
Bachelor's degree in Accounting or Finance (Master's a plus)
CPA strongly preferred (active, inactive, or candidate); Big 4/public accounting + construction experience also highly valued
5-10 years of progressive accounting experience with at least 3-5 years in construction (GC or specialty contractor)
Expert-level user of Sage 300 CRE (Timberline) - required
Deep knowledge of percentage-of-completion accounting, AIA billing, job costing, WIP, change orders, retainage, and construction-specific financial reporting
Proven ability to prepare full financial statements and perform meaningful flux/variance analysis
Experience managing AR, AP, and account reconciliations in a construction environment
Demonstrated success leading and developing a small team
Track record of fast, clean monthly closes in a $50M+ revenue company
Strong Excel, Access and data mining skills
Excellent communication - must translate complex data for operations and executive audiences
Benefits
We offer growth opportunities for motivated professionals and a great compensation package including dental insurance, medical insurance, pre-tax accounts for health and dependent care, 401K employer match, paid company holidays, and paid vacations.
Disclaimer
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Duties, responsibilities, and activities may change at any time with or without notice. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
This is a stationary position involving constant operation of computers and other office machinery. Substantial repetitive motions of the wrists, hands, and/or fingers are required. Daily moving around or between offices and buildings to coordinate or plan with other departments or divisions may be necessary. Occasional travel for company/department coordination or training may occur.
We are an equal opportunity employer; applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history), or any other characteristic protected by law.
Tax Manager
Risk manager job in Boston, MA
The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & HR. This position is primarily responsible for the management of the tax department personnel and the organization's compliance with all tax-related reporting requirements of federal and state jurisdictions.
The Tax Manager interacts internally with all levels of the organization and externally with the company's public accounting firm, federal and state tax authorities as well as tax-related third party service providers.
The Tax Manager is expected to:
Manage the preparation and review of the quarterly and annual federal income tax and non-federal tax provisions for financial statements.
Prepare and file federal and state income tax returns and estimates for consolidated group. Determine taxability and treatment of items related to new subsidiaries, LLCs, etc. Calculate and record tax return true-ups and provide explanations as needed.
Prepare annual federal income tax and non-federal tax forecasts for BML and its subsidiaries.
Coordinate communications with all tax authorities as required.
Responsible for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins software.
Coordinate and review all municipal tax filings of the company.
Reconcile Guaranty Fund Assessment account and Premium Tax Receivable account on a quarterly basis. Reconcile State Tax Withholding accounts for Third Party Sick pay on a monthly basis.
Serve as Third Party Benefits subject matter expert. Includes quarterly and annual filings and responding to notices and inquiries from taxing authorities and other departments at the company.
Prepare and e-file information returns to Hacienda Department of Revenue. Serve as company contact for Puerto Rico tax issues.
Oversee and manage the company's reporting requirements for informational returns that include Forms 1099-R, 1099-INT, 1099-MISC, 1099-NEC (income for convention attendees, policy exchanges, surrenders, etc.) as well all reporting requirements for Puerto Rico. Coordinate with IT and other departments in assembling the data required for 1099 reporting and the filing thereof. Lead all communication efforts with the company's third party service provider (SOVOS).
Responsible for quarterly reporting on tax exhibts and quarterly tax estimates
Responsible for tax budget provision and tax budget exhibits
Perform tax research when appropriate and act as the tax expert for internal stakeholders.
Lead tax software implementation
Perform other related duties as assigned
JOB REQUIREMENTS AND QUALIFICATIONS
Education: Bachelor's Degree with a concentration in Accounting or Finance required.
Experience: 5+ years of experience relevant to the key responsibilities of the position. Public accounting and insurance industry experience strongly desired.
Certifications/Licensures: CPA desired. Advanced degree in Taxation preferred
Hybrid Work Model
At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.
LTAMDS Risk and Opportunity Manager
Risk manager job in Andover, MA
**Country:** United States of America , Andover, MA, 01810-5423 USA ** Onsite **U.S. Citizen, U.S. Person, or Immigration Status Requirements:** Active and transferable U.S. government issued security clearance is required prior to start date.
U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
**Security Clearance:**
DoD Clearance: Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
Raytheon is seeking a highly motivated candidate to serve as a Risk and Opportunity (R&O) Manager for the LTAMDS LRIP Program (Low-Rate Initial Production). As a Risk and Opportunity Manager for this high-profile program, you will work closely with the Program Managers and cross-functional Integrated Product Teams (IPTs) to drive predictable performance across the LRIP contracts. This is a great opportunity for anyone with goals to grow in program management.
**What You Will Do:**
+ Develop program-enhancing partnerships across the IPTs, Program Office, Finance, Planning, and all other support functions on the program
+ Collaborate with IPTs on R&O identification, assessment, and handling
+ Drive compliant R&O management and best practices across the program
+ Facilitate program Risk and Opportunity Management Boards (ROMBs) and workshops
+ Create and analyze program level R&O metrics
+ Document and drive R&O related actions to closure across the program teams
+ Ensure program IMS adequately reflects R&O handling plans
+ Review and reconcile EAC R&O data with the program risk register
+ Support program start-up activities for R&O management
+ Develop customer-facing R&O reports (e.g. CDRLs)
+ Expected to support domestic travel as needed
**Qualifications You Must Have:**
+ Typically requires a Bachelor's degree and a minimum of 8 years of relevant experience, OR an Advanced Degree and a minimum 5 years of experience
+ Leadership experience
+ Cross-functional collaboration experience
**Qualifications We Prefer:**
+ Experience with Risk & Opportunity Management
+ Professional experience in program or project management and/or as an IPT lead
+ Experience with financial management (e.g. EAC support)
+ Experience with program schedules (IMS) and/or Schedule Risk Assessments (SRAs)
+ Program management certification
**What We Offer**
+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
+ **Not Relocation Eligible - Relocation assistance not available**
+ Please consider the following role type definition as you apply for this role: **Onsite** - Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
+ This position requires a security clearance. **DCSA Consolidated Adjudication Services (DCSA CAS),** an agency of the Department of Defense, handles and adjudicates the security clearance process. More information about Security Clearances can be found on the US Department of State government website here: ************************************************
+ **This position is an onsite role, located in Andover, MA.**
**_As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote._**
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX 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, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link (******************************************************** to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
LTAMDS Risk and Opportunity Manager
Risk manager job in Andover, MA
Country:
United States of America Onsite
U.S. Citizen, U.S. Person, or Immigration Status Requirements:
The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
Raytheon is seeking a highly motivated candidate to serve as a Risk and Opportunity (R&O) Manager for the LTAMDS LRIP Program (Low-Rate Initial Production). As a Risk and Opportunity Manager for this high-profile program, you will work closely with the Program Managers and cross-functional Integrated Product Teams (IPTs) to drive predictable performance across the LRIP contracts. This is a great opportunity for anyone with goals to grow in program management.
What You Will Do:
Develop program-enhancing partnerships across the IPTs, Program Office, Finance, Planning, and all other support functions on the program
Collaborate with IPTs on R&O identification, assessment, and handling
Drive compliant R&O management and best practices across the program
Facilitate program Risk and Opportunity Management Boards (ROMBs) and workshops
Create and analyze program level R&O metrics
Document and drive R&O related actions to closure across the program teams
Ensure program IMS adequately reflects R&O handling plans
Review and reconcile EAC R&O data with the program risk register
Support program start-up activities for R&O management
Develop customer-facing R&O reports (e.g. CDRLs)
Expected to support domestic travel as needed
Qualifications You Must Have:
Typically requires a Bachelor's degree and a minimum of 8 years of relevant experience, OR an Advanced Degree and a minimum 5 years of experience
Leadership experience
Cross-functional collaboration experience
Qualifications We Prefer:
Experience with Risk & Opportunity Management
Professional experience in program or project management and/or as an IPT lead
Experience with financial management (e.g. EAC support)
Experience with program schedules (IMS) and/or Schedule Risk Assessments (SRAs)
Program management certification
What We Offer
Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
Not Relocation Eligible - Relocation assistance not available
Please consider the following role type definition as you apply for this role: Onsite - Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
This position requires a security clearance. DCSA Consolidated Adjudication Services (DCSA CAS), an agency of the Department of Defense, handles and adjudicates the security clearance process. More information about Security Clearances can be found on the US Department of State government website here: ************************************************
This position is an onsite role, located in Andover, MA.
As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
The salary range for this role is 101,000 USD - 203,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX 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, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyGlobal Trading Risk Manager
Risk manager job in Boston, MA
Please, review and apply for this position through the QCI system following the link below (Copy and Paste): http://jobs.qcitech.com/jobseeker/Global_Trading_Risk_Manager_J02141799.aspx *You can apply through Indeed using mobile devices with this link.
Additional Information
Global Trading Risk Manager
Risk manager job in Boston, MA
Please, review and apply for this position through the QCI system following the link below (Copy and Paste):
http://jobs.qcitech.com/jobseeker/Global_Trading_Risk_Manager_J02141799.aspx
*You can apply through Indeed using mobile devices with this link.
Additional Information
Risk Manager II
Risk manager job in Boston, MA
Boston Massachusetts
Financial Services - Commercial Banking
Exp 10-15 yrs
Deg Bachelors
Relo
Bonus
Occasional Travel
Job Description
The Risk Manager will support Trade Finance and will partner with the business to build and monitor a risk program that's appropriate for the unique risks related to how we develop, launch, sell and process Trade Finance products.
The role requires Cash Management product experience with specific knowledge of the Trade Finance business offering both traditional Trade Finance structures (Letters of Credit, documentary collections & bankers acceptance) and Supply Chain Financing (offering vendor payment solutions) to Commercial MidCorp and upper end Middle Market segments. The ideal candidate should understand the operational and regulatory risks these products pose to the Bank as well as to the Bank's Commercial clients.
Responsible for developing, enhancing and maintaining a proactive and robust risk management program and related initiatives
Ensure that risk processes and programs and internal reports are developed, implemented and effectively administered
Provides regulatory expertise and solutions on complex risk and compliance issues within business unit
Identifies, assesses, implements and communicates regulatory issuances
Reviews policies and procedures for adequacy and accuracy
Manages risk management assessment and self monitoring process as well as examination readiness and management
Manages all aspects of risk within the business unit, ensuring that risk processes, programs and reports are consistent with corporate direction and policies
Ensure team meets agreed service levels
Coach and develop staff
Reviewed follow-up with each individuals performance to ensure they meet their specific objectives and that they have the right knowledge, skills and behaviors
Conducts performance reviews and acts upon development needs where appropriate
Ensures that direct reports have clear objectives and targets linked to business objectives and appropriate behaviors (“what” is expected and “how” they are expected to achieve objectives)
Does this describe you?
10 + years related experience in financial services industry
Strong knowledge of the Trade Finance business offering both traditional Trade Finance structures
In-depth knowledge of regulatory compliance requirements and risk management principles
Cash Management product experience
Excellent interpersonal, analytical, communication and writing skills
Qualifications
Does this describe you?
10 + years related experience in financial services industry
Strong knowledge of the Trade Finance business offering both traditional Trade Finance structures
In-depth knowledge of regulatory compliance requirements and risk management principles
Cash Management product experience
Excellent interpersonal, analytical, communication and writing skills
Additional InformationAll your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Director, Epidemiology - Pharmacovigilance and Risk Management
Risk manager job in Cambridge, MA
BioPoint, Inc. is a leading global strategic consulting firm that combines deep life sciences industry knowledge with specialized expertise in drug safety, health economics and outcomes research, regulatory affairs, quality assurance, compliance and risk mitigation. Our professionals can and have assisted clients in optimizing their businesses, improve their operations and risk profile, and advance their organizational performance to seize key opportunities.
Job Description
Summary:
This position is responsible for all epidemiological aspects of pharmacovigilance and risk management activities for all company products. This position provides scientific input in risk evaluation and risk management planning and conducts epidemiological research and projects to further understand any potential risks, as well as to evaluate effectiveness of risk mitigation strategies after implementation. Analytical and pharmacoepidemiological skills are required, including an understanding of how to analyze customer scientific needs and translate them into outcome-oriented solutions.
Responsibilities:
Deliver highly experienced strategic input, epidemiological support and leadership to the pharmacovigilance and risk management teams at all stages of pharmaceutical development, to maximize the benefit-risk profile of company products
Proactive identify clarify and resolve safety issues from an epidemiologic perspective in collaboration with the pharmacovigilance medical function
Provide timely epidemiologic input into regulatory and risk management reports including PSURs, labeling, Safety Monitoring Plans, REMS / Enhanced Pharmacovigilance Plans and Health Authority, and Expert Statements, Health Authority requests
Provide timely epidemiological and risk management support to project and product teams including design, implementation and analysis of epidemiological studies, review of study proposal from internal and external sources, analyses in adverse events reporting system databases (e.g. AERS, WHO), and interpretation and reporting on data analysis
Maintains knowledge/expertise of existing large databases/data sources and new/emerging epidemiologic methodologies and techniques which may be suitable to conduct epidemiological evaluations
Design, initiation, management, conduct, analysis, and reporting of epidemiological research projects in a global environment
Conduct critical appraisal and synthesis of relevant epidemiological literature
Promote good epidemiological/pharmacoepidemiological practice and represent the company's position in any contacts with External Experts, Collaborative Groups or Contract Research Organizations
Qualifications
Competencies:
Ph.D / DSc / DrPH in epidemiology and 3 years postgraduate experience; Alternatively, a MSc or MPH with more than 5 years experience
Experience in epidemiological support in pharmaceutical industry preferred
Excellent knowledge in epidemiological methodology and ability to apply it within the pharmaceutical industry at an international level
Ability to perform difficult and specialized scientific investigations and analyses (of a body of literature, data, etc) with a very high level of thoroughness, attention to detail, and accuracy
Excellent oral and written communication skills
Ability to work effectively in multidisciplinary teams
Ability to critically review the work of other scientists
Ability to learn quickly and become proficient in new domain areas within short time-frames
Ability to work under minimal supervision on complex projects
Ability to work effectively with External Experts, Collaborative Groups and Contract Research Organizations
Ability to incorporate novel epidemiological techniques into projects
Proficiency in data analysis and interpretation
Thorough and up-to-date technical knowledge of epidemiology and biostatistics methods
Experience and familiarity using SAS for statistical analysis
Record of high quality publications in peer-reviewed journals
Willingness to Travel - as needed
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
Director Enterprise Risk Management (ERM)
Risk manager job in Providence, RI
Brightstar is an innovative, forward-thinking global leader in lottery that builds on our renowned expertise in delivering secure technology and producing reliable, comprehensive solutions for our customers. As a premier pure play global lottery company, our best-in-class lottery operations, retail and digital solutions, and award-winning lottery games enable our customers to achieve their goals, fulfill player needs and distribute meaningful benefits to communities. Brightstar has a well-established local presence and is a trusted partner to governments and regulators around the world, creating value by adhering to the highest standards of service, integrity, and responsibility. Brightstar has approximately 6,000 employees. For more information, please visit ************************* .
**Responsibilities**
We are seeking a strategic and experienced Director of Enterprise Risk Management (ERM) to support the design, implementation, and continuous improvement of our enterprise risk framework. This role will collaborate across multiple functions, products and geographies to identify, assess, and mitigate risks, and will contribute to board-level reporting and strategic risk planning.
The ideal candidate will bring deep expertise in ERM, strong business acumen, and the ability to influence senior leadership in a dynamic, high-growth environment.
This role reports to the VP of Corporate Strategy and is based on Providence, RI, with a hybrid working environment.
**Key Responsibilities:**
+ **ERM Strategy & Framework**
+ Design, implement, and continuously improve the global ERM framework aligned with company strategy and regulatory requirements.
+ Develop risk appetite statements and risk tolerance thresholds in collaboration with executive leadership.
+ **Risk Identification & Assessment**
+ Lead enterprise-wide risk assessments, including strategic, operational, financial, compliance, cybersecurity, and reputational risks.
+ Facilitate risk workshops and scenario planning with business units and corporate functions.
+ **Risk Monitoring & Reporting**
+ Assist with implementation and maintenance of all ERM technology solutions, including develop and maintain risk dashboards, heat maps, and key risk indicators (KRIs). Present risk insights and mitigation strategies to the Board of Directors, Audit Committee, and senior leadership.
+ **Cross-Functional Collaboration**
+ Partner with Legal, Finance, IT, Security, Product, HR, and other teams to embed risk management into decision-making processes.
+ Support internal audit and compliance functions with risk-based planning and execution.
+ Prepare risk insights and mitigation strategies for senior leadership and board committees.
+ **Technology & Innovation Risk**
+ Assess risks related to emerging technologies, AI/ML, cloud infrastructure, data privacy, and global product launches.
+ Stay ahead of regulatory developments and industry trends impacting the tech sector.
+ **Crisis Management & Business Continuity**
+ Assist in business continuity planning and crisis response protocols **.**
+ Participate in post-incident reviews and risk remediation efforts.
+ Oversee other special projects and strategic initiatives that ERM becomes involved with
**Qualifications**
+ Bachelor's degree in risk management, Business, Finance, or related field; Master's or MBA preferred.
+ 10+ years of experience in enterprise risk management, preferably in a global technology or innovation-driven company.
+ Strong understanding of regulatory environments (e.g., GDPR, SOX, ISO 31000, NIST).
+ Proven ability to influence and collaborate with senior executives and cross-functional teams.
+ Excellent analytical, communication, and leadership skills.
+ Proven ability to synthesize key messages and takeaways into concise and well-crafted presentations directed to a senior audience
+ Certifications such as CRM, FRM, or CERA are a plus.
**Key Skills:**
+ Experience with risk management software and data analytics tools
+ Global mindset and experience working across multiple geographies and cultures.
+ Ability to thrive in ambiguity and drive change in complex environments.
+ Ability to work autonomously and drive own work deliverables
**Keys to Success**
- Leading Complexity
- Leading People
- Leading the Business
- Leading Self
\#LI-KM1 #LI-HYBRID
At Brightstar, we consider a wide range of factors in determining compensation, including background, skills, experience, and work location. These factors can cause your compensation to vary. The estimated starting compensation range is $117,880 - $240,000. The actual pay offered may end up being higher or lower. The Company will comply with all local pay requirements and collective bargaining agreements, where applicable.
Base pay is only one part of our Total Rewards program. Sales roles may be eligible for commission payments, while other roles are eligible for discretionary bonuses. In addition, we offer employees a 401(k) Savings Plan with Company contributions, health, dental, and vision insurance, life, accident, and disability insurance, tuition reimbursement, paid time off, wellness programs, and identity theft insurance. Note: programs are subject to eligibility requirements.
All Brightstar employees have a role in information security. Annual training will be assigned and required as appropriate.
IGT is committed to sustaining a workforce that reflects the diversity of the global customers and communities we serve, and to creating a fair and inclusive culture that enables all our employees to feel valued, respected and engaged. IGT is an equal opportunity employer. We provide equal opportunities without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, pregnancy, marital status, national origin, citizenship, covered veteran status, ancestry, age, physical or mental disability, medical condition, genetic information, or any other legally protected status in accordance with applicable local, state, federal laws or other laws. We thank all applicants for applying; however, only those selected to interview will be contacted.
Tax Senior / Manager / Senior Manager / Director Asset Management
Risk manager job in Boston, MA
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world's leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.
Key Responsibilities:
Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry
Review and prepare U.S. tax returns and forms including but not limited to:
Form 1065, Form 1120, Form 1120-F, Form 1040-NR
Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621
FATCA and CRS-related reporting
Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules
Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies
Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules
Advise on fund formation, investment structuring, and exit planning
Liaise with clients, legal counsel, auditors, and tax authorities as needed
Supervise and mentor junior staff, and manage project timelines and deliverables
Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
Qualifications:
CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation
Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team
Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients
Strong technical knowledge of U.S. federal income tax and cross-border taxation matters
Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles
Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
Excellent interpersonal and project management skills
What the Role Offers:
Relocation support, including accommodation, transportation, and flights for the candidate and their family.
Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
Tax-free or low-tax jurisdiction employment
Exposure to top-tier global clients and complex international tax issues
Opportunity to live and work in premier financial hubs with high quality of life
Note:
We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
Manager of Case Management - Acute Case Management Experience Required!
Risk manager job in Boston, MA
Urgent need for a MANAGER of Case Management 8a-4:30p 5x8, must have 2 years relevant Management/supervision experience along with acute hospital experience.
Sr. Analyst, Product Management, Portfolio Risk Management
Risk manager job in Providence, RI
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Product
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$81,500.00 - $134,500.00
**Target Openings**
1
**What Is the Opportunity?**
Within the Product & UW team at Travelers, you will have the opportunity to regularly engage in unique and intellectually stimulating business problems. As a Sr Analyst, PM, Portfolio Risk Management, you will serve as an influential member of project teams focused on catastrophe (CAT) risk management, providing analytical insights to leadership and business partners. You will analyze portfolio risk to help inform CAT underwriting and product pricing strategy, monitor aggregation profiles, and perform risk reward analytics to assess the risk of financial loss due to natural and manmade catastrophes. You may support CAT Event Response coordination, producing impacted exposure summaries for major events and providing guidance to line of business and state teams, as well as executive, claim, reserving and analytical teams. You will also maintain working knowledge of the data ecosystems for management of CAT metrics, reports, and exposure data. By collaborating with partners across the organization you will ensure strategic direction and alignment for successful execution.
**What Will You Do?**
+ Independently conduct and understand data analysis of business results including product refreshes, performance expectations and identifying root cause.
+ Formulate and execute potential recommendations to drive desired growth & profitability impacts based on established strategy with consideration for local regulatory nuances, and broader marketplace dynamics.
+ Present, inform and influence recommendations to business partners including proposed product/pricing changes or new product builds.
+ May function as a subject matter expert in strategic initiatives to support the goals and objectives of the broader organization.
+ May coach and mentor on specific projects.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in Business Management/Administration, Mathematics, Finance, Actuarial Science, Economics, or other analytics related field.
+ Three years' experience working in a mathematical, analytical, or data related role preferably in the financial services industry.
+ Experience with competitive analysis tools.
+ Strategic thinker with the ability to use sound judgment to resolve issues as they arise.
+ Excellent communication skills with the ability to consult and present information effectively.
+ Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners.
+ Knowledge of pricing and actuarial techniques and understanding of actuarial concepts such as loss development and trending.
+ Understand ratemaking and its application, such as profitability, risk loads, etc.
+ Understand the workflow and terminology of insurance products and processes and their impact on profit and loss.
**What is a Must Have?**
+ Bachelor's Degree or equivalent combination of education and experience.
+ Two years of experience in data analytics or similar work experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Asset Management - Head of Retirement Solutions
Risk manager job in Boston, MA
JobID: 210636376 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $175,000.00-$285,000.00; Chicago,IL $175,000.00-$285,000.00; Boston,MA $175,000.00-$285,000.00 JP Morgan Asset Management (JPMAM) is a global leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment-only (DCIO) and employer recordkeeping for plan sponsor clients and their plan participants. Our expertise in market intelligence and understanding of saving behaviors allows us to deliver effective retirement solutions, helping individuals manage risk and achieve their goals. Join us in shaping the future of retirement.
As the Head of Retirement Solutions within JP Morgan Asset Management, you will play a crucial role in advancing our record-keeping strategy, spearheading product development, and optimizing service delivery to meet our ambitious long-term growth objectives. You will oversee the P&L of our platform recordkeeping business, focusing on scalability, promoting innovation, and maintaining operational excellence.
Job Responsibilities
* Lead service, product, and project teams for Retirement Link and Everyday 401k, focusing on scaling, innovation, and leveraging technology to enable growth. Drive P&L management for the overall platform business, focusing on scaling growth while controlling costs and optimizing pricing for enhanced profitability
* Set new product growth agenda and oversee product roadmap, including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor-managed accounts
* Oversee outsourced vendor strategy with key strategic partnerships
* Partner with marketing and sales to evolve branding and positioning across Everyday 401k and Retirement Link
* Modernize and integrate Revenue Operations functions, execute pricing strategy, and streamline the sales journey to enhance speed and efficiency. Optimize onboarding new plans, including monitoring drop-off rates from won to onboarding
* Manage major projects and deployments, ensuring successful execution and alignment with strategic goals
* Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured by NMG Consulting
* Build strong relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management.
* Foster a positive work environment and drive employee satisfaction, as reflected in survey results
* Represent the retirement business at industry conferences and working groups, such as SPARK
Required qualifications, capabilities and skills
* Proven leadership skills with a strategic mindset and ability to drive growth and innovation
* Extensive experience evolving and scaling retirement platforms/recordkeeping, services, and operations, including working with advisors, plan sponsors, and consultants
* Strong analytical and problem-solving abilities
* Excellent communication and interpersonal skill
* Ability to work collaboratively in a fast-paced environment
* Bachelor's degree
* Series 7, 63, 24
Preferred qualifications, capabilities and skills
* MBA preferred
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