Professional Development Coordinator
Indianapolis, IN jobs
The Indiana Bankers Association supports Indiana banking through member communications, issues advocacy, professional development, and connecting member banks with quality service providers. Through supporting nearly 115 bank members, IBA helps bolster the economic vibrancy of Indiana, with banks providing essential financial products and services as well as community outreach to the areas they serve. Employment with the IBA allows individuals to make an impact throughout the state while building connections with a multitude of bankers and bank service providers. IBA benefits include a hybrid work schedule, competitive pay, 401(K) program with six percent company match, insurance, annual bonus program, paid time off and more.
Under the direct supervision of the Senior Vice President of Professional Development and guidance from the Director of Education & Training and the Director of Meetings & Events, this position is responsible for meetings, course and conference registrations. This position performs other activities in conjunction with IBA meetings and requires interaction with IBA membership, including handling requests for information and assist with other administrative and customer service duties.
This position requires an individual who can commit to being in the office regularly between 8 a.m. to 5 p.m. to coordinate IBA education meetings and events. While the IBA has a hybrid work schedule that allows for work from home opportunities, this position will be required to be in the office five days a week for training purposes during the first 60 days. Additionally, this position will be required to be in the office on days that education meetings and events take place unless prior supervisor approval is granted.
Key Responsibilities
Enter registration data into Association Anywhere (AA) database.
Serve as a customer service contact, handling meeting questions and details. Generate invoices and receipts as requested.
Prepare name badges, registration lists, evaluation forms, manuals and all related meeting materials. Is responsible for meeting reports for all education events.
Create, distribute and compile banker evaluations and Continuing Education certificates.
Assist with registration check-in.
Compile evaluation form results and prepare reports.
Coordinate catered meals for meetings, including menu selection, setup and cleanup.
Create and produce marketing brochures for education events, including designing, printing, folding, and other production elements.
Responsible for IBA Center for Professional Development, including stocking snacks and supplies, beverage machine maintenance and cleaning, ordering supplies, baking cookies, and other hospitality-related tasks.
Responsible for mailing marketing brochure packets for education events on an as-needed basis.
Responsible for setting up registration pages and managing all broadcast email for education events.
Responsible for updating and maintaining the education page on the IBA website.
Responsible for email marketing of Graduate School of Banking programs.
Responsible for setting up all marketing webpages for webinars.
Assist with meeting setup, cleanup, supply maintenance, and speaker AV needs.
Some in-state travel may be required.
Performs additional duties as required or assigned.
Desirable Skills & Qualifications
Must be a self-starter with the ability to work quickly and accurately with a variety of data. Must have strong interpersonal, written and verbal communication skills. Must display a willingness to go the extra mile to provide outstanding customer service. Must possess basic computer skills to include all Microsoft Office products. Position performs other activities in conjunction with the Professional Development Department. Position requires interaction with membership, handling requests for information, and assisting with administrative duties. Candidate must have the ability to prioritize and function in a fast-paced environment. Candidate must demonstrate a good attendance record and reliability.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequent walking, standing, and sitting within the work area.
Driving to/from other locations for business-related purposes.
The ability to occassionally lift office supplies/equipment of approximately 50 pounds.
Pay
$45,000.00 - $50,000.00 per year
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance
Schedule
Monday to Friday
Weekends as needed
Work Location
In person
Anti-Money Laundering EDD & Monitoring Senior Associate
Miami, FL jobs
BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations.
The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment.
Key Responsibilities
As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include:
EDDs/Risk Assessments:
Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner.
Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings.
Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated.
Account Periodic Reviews:
Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy.
Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures.
Document conclusions in a clear, concise, and factual manner.
Transaction Monitoring & Investigations:
Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes.
Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate.
Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed.
Watchlists & Screening Oversight:
Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness.
Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names.
Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards.
AML Policies, Procedures, Control Enhancement:
Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks.
Translate applicable regulatory requirements into actionable internal guidance.
Support internal and external audits, regulatory examinations, and remediation plans, as applicable.
Special Projects:
Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses.
Ad Hoc Requests:
Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs.
Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to:
Administer the systems used by the GWA Compliance program, especially those used for AML.
Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements.
Develop and deliver targeted training as required by the Compliance team initiatives.
Qualifications
The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by:
5+ years of experience at a financial institution (BD or RIA preferrable).
Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months).
Direct, hands-on experience with EDD, KYC, and transaction monitoring.
Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs.
Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure.
Strong analytical skills with an ability to identify trends, patterns, and anomalies.
Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences.
High degree of attention to detail and accuracy in all work.
Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment.
A strong ethical compass and commitment to upholding the highest standards of compliance.
Proficient in collaboration platforms like Google Workspace and Office 365.
Bilingual - Fluency in both English and Spanish (verbal and written).
Penetration Tester - Senior Associate
Chicago, IL 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.
We are looking for candidates residing in Chicago, Houston, Iowa City, and Cleveland!
RSM is seeking an experienced application penetration tester with expertise in both manual and automated testing to join our Security and Privacy Risk Consulting group. The ideal candidate will have a strong understanding of various testing methodologies and tools, as well as a passion for uncovering vulnerabilities and identifying potential security risks. This position will play a critical role in helping our clients prevent, detect, and respond to security threats affecting their critical systems and data. As a member of the Security, Privacy, and Risk Consulting team, you will help provide application security testing for our clients. Our team's goal is to empower both development and security teams with accurate security findings at the highest standards of quality in order to identify and eliminate risk across our clients' application portfolios. Join our team of more than 150 professionals dedicated to serving the cybersecurity needs of our diverse client base within a variety of industries.
Qualifications:
• BS in Computer Science, Engineering, or related field or equivalent work experience
• Expert in web security, possessing extensive knowledge of vulnerabilities, along with the ability to identify and exploit them effectively.
• 3+ years of experience in code review, application security testing, or web application development
• Excellent written and verbal communication skills
• Strong scripting skills (e.g. Python, Ruby, Perl)
• Experience with cloud platforms, such as AWS, and knowledge of cloud security best practices
• Familiarity with development technologies like Docker, CDK, Terraform, Java, Python, React, GraphQL, Javascript, JSON, REST, etc.
• Must possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices
• Technical background in application development, networking/system administration, security testing, or related fields
• Experience with both static application security testing (SAST) and dynamic application security testing (DAST) using various tools and techniques
• Preferred, but not required - one or more relevant certifications such as Offensive Security Web Assessor (OSWA), Offensive Security Web Expert (OSWE), Offensive Security Certified Professional (OSCP), Burp Suite Certified Practitioner, or AWS Certified Security Specialist.
Responsibilities:
• Perform security assessments, including static and dynamic application security testing
• Conduct manual penetration testing on web applications, network devices, and other systems
• Collaborate with our clients in a fast-paced environment across many technology stacks and services, including cloud platforms and development technologies
• Develop, enhance, and interpret security standards and guidance
• Demonstrate and promote security best practices, including secure development and cloud security
• Assist with the development of remediation recommendations for identified findings
• Identify and clearly articulate (written and verbal) findings to senior management and clients
• Help identify improvement opportunities for assigned clients
• Stay up-to-date with the latest security trends, technologies, and best practices
• Work effectively within a team, fostering collaboration and open communication to deliver successful outcomes
• Supervise and provide engagement management for other staff working on assigned engagements
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: $85,100 - $161,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Staff/Senior Associate, Business Intelligence & Transformation
Florham Park, NJ jobs
We're seeking a driven and analytical Staff/Senior Associate, Business Intelligence & Transformation to join our Technology Advisory team. You will drive NetSuite success, optimize business processes, and turn data into actionable insights. You will work closely with clients and internal teams to implement system solutions, build impactful reports and dashboards, and support smooth NetSuite operations.
Experience with NetSuite is required.
THIS ROLE WILL BE HYBRID, REQUIRING A MINIMUM OF 3 DAYS ONSITE IN OUR FLORHAM PARK OFFICE.
*WE ARE ONLY CONSIDERING LOCAL CANDIDATES. *
Core Responsibilities:
Assist in NetSuite implementations, enhancements, and optimization.
Configure NetSuite system settings, including workflows, forms, custom fields, and role-based permissions.
Execute data import scenarios (CSV imports, templates) and validate data accuracy.
Develop and maintain saved searches, reports, and dashboards to meet client reporting needs.
Perform system testing, troubleshoot issues, and document resolutions.
Support user access management, including roles and permissions setup.
Collaborate to gather business requirements and translate them into NetSuite configurations.
Provide end-user training and create documentation for processes and configurations.
Assist with ongoing system maintenance, updates, and minor customizations.
Participate in quality assurance and ensure deliverables meet client expectations.
Client-facing responsibilities:
Join and lead client meetings to capture requirements and provide solutions with technology.
Support preparation of Statements of Work (SOW) and project scoping activities
Ability to manage multiple projects at a time and adhere to deadlines.
Qualifications:
Bachelor's degree in Business, Information Systems, Accounting, or a related field (required).
1-2+ years of experience with NetSuite is required; experience with NetGain product suite is a plus.
Strong analytical and problem-solving skills to troubleshoot issues and ensure data accuracy.
Excellent communication skills for client-facing interactions and team collaboration.
Experience creating reports, dashboards, and saved searches to support decision-making.
Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Skilled in documenting processes, workflows, and providing end-user training.
Salary Range: $90,000 - $110,000.
"Wiss is committed to fostering a welcoming community.
We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
Facilitator I - Mid Level (Life Company)
Plano, TX 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
Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator I who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!
In this role, you'll:
Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales.
Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick.
Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company.
As a Facilitator I for Life Company, you'll facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Tampa, FL or Plano, TX.
Relocation assistance is not available for this position.
What you'll do:
Facilitates learning discussions, learning activities, coaching, and small group interactions.
Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities.
Researches learner performance problems, determines underlying causes and provides feedback to improve performance.
Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.
Maintains business and learning skills/acumen through skills update and professional development.
Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate.
Maintains accountability for performance results and learning solution effectiveness.
May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate.
May provide support, including coordinating logistics, for other Facilitators.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching.
Excellent written and oral communication skills.
Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
Knowledge of learning theories, adult learning principles and instructional design model.
Experience with Virtual Technology and ability to deliver training remotely.
Current FINRA Series 7 and/or attainment within 90 days of job entry.
Current Life/Health License and/or attainment within 90 days of job entry.
What sets you apart:
Current FINRA Series 7.
Current FINRA Series 63 and/or attainment within 90 days of job entry.
Current Life/Health license.
3+ years of facilitation experience in financial services, insurance, or related industries.
Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.
Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.
Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.
Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).
Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.
Compensation range: The salary range for this position is: $69,920 - $133,620.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyFacilitator Lead (Life Company)
Plano, TX 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
Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Lead who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!
In this role, you'll:
Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales.
Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick.
Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company.
As a Facilitator Lead for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning for the most advanced curriculums or audiences on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the of the following location: Plano, TX.
Relocation assistance is not available for this position.
What you'll do:
Facilitates learning discussions, learning activities, coaching, and small group interactions.
Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities to include the most advanced curriculums and audiences.
Proactively coaches, mentors and provides development opportunities for other facilitators.
Supports the planning, design, development, implementation and evaluation of complex learning programs.
Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance.
Oversees performance results and learning solution effectiveness.
Provides expert knowledge in the development, implementation and assessment of curriculum.
Anticipates future learning requirements to support changing business needs.
Leads peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.
Maintains business and learning skills/acumen through skills update and professional development.
Evaluates and improves learning programs and processes to include needed course maintenance and revisions as appropriate.
Maintains accountability for performance results and learning solution effectiveness.
Observes and gives feedback periodically to other instructors ensuring quality of facilitation.
Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment.
Excellent written and oral communication skills.
Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
Knowledge of learning theories, adult learning principles and instructional design model.
Lesson and curriculum planning skills with the ability to work with SMEs to identify audience's training needs, learning objectives and content gaps.
Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes.
Comprehensive facilitation, active engagement, and presentation skills.
Experience with evaluating impact of training and making adjustments to continuously improve quality of sessions.
Experience with Virtual Technology and ability to deliver training remotely.
Current FINRA Series 7 and/or attainment within 90 days of job entry.
Current Life/Health License and/or attainment within 90 days of job entry.
What sets you apart:
Current FINRA Series 7.
Current FINRA Series 63 and/or attainment within 90 days of job entry.
Current Life/Health license.
3+ years of facilitation experience in financial services, insurance, or related industries.
Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.
Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.
Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.
Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).
Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.
Compensation range: The salary range for this position is: $121,130 - $218,030.
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.
Auto-ApplyDevelopment Manager
Carmel Valley Village, CA jobs
Esperanza Carmel is a privately-owned real estate investment and development company with offices in Carmel, Monaco and London. We are looking to recruit an experienced Development Manager to manage a variety of development projects the company has in Carmel including two mixed-use developments totalling approximately 60,000 square feet of new retail and residential space as well as the Rocky Point restaurant project by Big Sur.
The successful candidate will be responsible for the management of these projects, with a particular focus on the planning process and accurate budgeting, liaising with the various external parties including architects, contractors, planning consultants, local partners, the California Coastal Commission and planning authorities. Critical to the role will be ensuring that timetables and budgets are well prepared, monitored and respected.
The successful candidate will be trustworthy, with a very strong work ethic and excellent analytic and reporting skills. You will be an experienced specialist in real estate development with a strong network of contacts in the field, with 10+ years of appropriate real estate development experience, capable of working under your own volition as well as being an integral part of a larger international company.
Duties will include:
Taking full responsibility for the management of all development activities
Weekly, in depth written reporting on a project by project basis
Managing the project timetables and budgets
Liaising with various external consultants and local partners
Assisting with the analysis of new investment & development opportunities
Key Skills, Qualifications and Requirements:
Bachelor's or Masters Degree, preferably in real estate or similar
A minimum of 5+ year experience in a similar senior management capacity
Relevant membership to professional organization preferred
Ability to provide regular and in-depth written reporting to senior management on a monthly basis
Demonstrable track record in accurately and effectively managing similar real estate development projects in a fast-paced, demanding environment with aggressive goals
Excellent communication skills, both verbal and written
Highly organised, punctual, detail and process oriented and efficient with the inherent ability to prioritize tasks and manage multiple projects simultaneously
Demonstrates strong initiative and works proactively with minimal oversight
Ability to develop, manage and optimise project budgets and timetables
Proven ability to develop and maintain productive partnerships
Possess strong presentation, written and oral reporting skills
The ideal candidate must be highly organised, personable, pro-active, confident, flexible and have excellent communication and written reporting skills. You will be computer literate with experience working with the Microsoft Office suite as well as other relevant real estate specific software.
Leadership Development in Sales
Jacksonville, FL jobs
Entry Level Leadership and Sales Professional
Company: Fisher Organization Employment Type: Full-Time | Entry-Level | Performance-Based Compensation: $60,000-$100,000+ potential in your first year
Build a Career Where Performance Drives Advancement
The Fisher Organization is actively seeking ambitious, self-driven individuals to join our Sales & Leadership Development track. This is a performance-based opportunity with a clear path to leadership-ideal for those looking to grow quickly based on effort and results, not tenure.
We proudly represent the American Income Division of Globe Life, one of the most respected providers of supplemental benefits in North America. Through exclusive partnerships with unions, credit associations, and affinity groups, we deliver no-cost and optional benefits to working families who have specifically requested coverage.
As a regional leader based in New England, the Fisher Organization is committed to high standards of service, mentorship, and career development. Our mission is simple: protect families and build futures-for clients and team members alike.
Position Overview
As a Leader in Sales, you'll begin by delivering requested benefit consultations to families. With daily support, proven systems, and performance coaching, you'll build momentum quickly. High performers will have the opportunity to move into leadership roles within 60-90 days.
Key Responsibilities
Engage with warm leads-individuals who have requested information-to schedule and conduct virtual consultations
Deliver professional, needs-based presentations to help clients understand their benefit options
Manage a consistent schedule of appointments, follow-ups, and client communication
Apply proven systems and training to guide client conversations and drive results
Maintain a high level of professionalism, communication, and client service
Begin developing foundational leadership skills by supporting new team members and contributing to team performance
Collaborate with leadership to meet team goals and implement best practices
Take on additional responsibility and leadership opportunities as performance progresses
Who We're Looking For
Self-motivated individuals with strong communication skills
Professionals who thrive in performance-driven, remote environments
Fast learners who want to advance quickly based on merit
Leaders at heart who take pride in coaching and contributing to a team's success
Prior experience in sales, service, coaching, or leadership is helpful but not required
What We Offer
Uncapped, performance-based income structure
Fast-track promotion opportunities (leadership roles available in as little as 60-90 days)
Personalized coaching and ongoing development
Defined career advancement path toward team or agency management
Incentive-based rewards and national recognition
Remote work flexibility (hybrid optional; not available in NY, MN, or CA)
Take Control of Your Career
If you're ready to build a future based on your performance, growth, and leadership potential, we invite you to apply. Join the Fisher Organization-where your results are rewarded, your leadership is developed, and your potential is unlimited.
Auto-ApplyRemote Entry Level Leadership Role
New Haven, CT jobs
HIRING REMOTE (NOT HIRING IN CA, MN, NY)
The Zuzick Organization of Globe Life is New England's premier company for protecting working families assets with benefits. We were awarded one of New England Best Places to work, #1 in our category for 2024 and 2025. Globe Life is one of the largest benefits companies in the country. We have over 17 million policyholders with over 192 Billion dollars of insurance in force. We're the official Insurance company of the Dallas Cowboys, Los Angeles Lakers and have the naming rights to last year's World Series Champs, the Texas Rangers, ballpark GLOBE LIFE FIELD. We'll make sure you have the tools and training to excel your career into leadership. Do you want to protect families and and make a difference? If you're a competitive person, seeking an increased work-life balance and greater earning potential then we want to talk to you! The first year average income is between $85,000 - $100,000K
Job Benefits:
REMOTE (ALL MEETINGS WITH CLIENTS ARE DONE OVER ZOOM)
CULTURE: Like minded professionals make a fun an enjoyable work environment
LIFETIME RESIDUAL INCOME, LIFETIME RENEWALS, LIFETIME ROYALTIES
Advancement opportunities, We promote only from within
Company Generated Leads
Professional Coaching and Mentorship
Merit Based Career Advancement
Direct Deposit WEEKLY or NEXT DAY PAY!
Annual Awards Trips to Exotic Locations. Prior years have been Portugal, Puerto Rico, Cancun and HAWAII
Job Requirements:
A Passion for Helping People
High Personal Integrity and Character
Work Ethic, Self-Motivation, and a Desire to Succeed
Excellent Communication Skills
Coachable and Accountable Team Player
Making contacts via phone and networking
Passion for people and developing relationships
Outstanding customer service skills
Goal-oriented with a focus on achieving success
Excellent time management and organizational skills
Immediate interviews! If you feel you could be a good fit for our team, send us your resume and we will call you back ASAP and set up an interview!
Auto-Apply2026 Summer Leadership Program
Atlanta, GA jobs
Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our two-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally
and
professionally.
PROGRAM HIGHLIGHTS:
Network with industry professionals from staff, managers, partners, and even our CEO
Increase your knowledge about various career paths in public accounting
Participate in leadership workshops and gain valuable insight about your strengths
Learn interviewing best practices and resume optimization
Experience HLB's company culture compared to other firms
Form friendships with students at different schools
Gain advice and tips from experienced professionals
Break a sweat and get active
Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting!
Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants.
Program Date: May 2026 TBD
Location: In-Person - Atlanta, GA
Auto-Apply2026 Summer Leadership Program
Atlanta, GA jobs
Job Description
Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our two-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally
and
professionally.
PROGRAM HIGHLIGHTS:
Network with industry professionals from staff, managers, partners, and even our CEO
Increase your knowledge about various career paths in public accounting
Participate in leadership workshops and gain valuable insight about your strengths
Learn interviewing best practices and resume optimization
Experience HLB's company culture compared to other firms
Form friendships with students at different schools
Gain advice and tips from experienced professionals
Break a sweat and get active
Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting!
Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants.
Program Date: May 18, 2026
Location: In-Person - Atlanta, GA
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Leadership Development Program
Glastonbury, CT jobs
FML Leadership Program : Leadership That Counts
This two-day event is for a select, small group of college accounting majors from schools throughout the region interested in an immersive, engaging, and fun FML-style look at accounting today.
Participants in the program get an overview of FML, experience real-world business challenges along with seasoned professionals, join in team building activities, and network with FML staff of all levels from our Tax, Audit, and Consulting departments.
Applications can be made through ******************
Auto-ApplyLeadership Development Program
Glastonbury, CT jobs
Job DescriptionFML Leadership Program : Leadership That Counts
This two-day event is for a select, small group of college accounting majors from schools throughout the region interested in an immersive, engaging, and fun FML-style look at accounting today.
Participants in the program get an overview of FML, experience real-world business challenges along with seasoned professionals, join in team building activities, and network with FML staff of all levels from our Tax, Audit, and Consulting departments.
Leadership Development Program
Glastonbury, CT jobs
FML Leadership Program : Leadership That Counts
This two-day event is for a select, small group of college accounting majors from schools throughout the region interested in an immersive, engaging, and fun FML-style look at accounting today.
Participants in the program get an overview of FML, experience real-world business challenges along with seasoned professionals, join in team building activities, and network with FML staff of all levels from our Tax, Audit, and Consulting departments.
Auto-ApplySummer Leadership Program (May 2026)
Peachtree City, GA jobs
Job Description
Nichols Cauley is a leading public accounting firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Today's Best Firms to Work For and Best Firms for Young Accountants, a testament to our unwavering commitment to professional excellence, career development, and a collaborative, supportive culture. As we continue to grow, we offer talented professionals a dynamic environment where innovation is encouraged, teamwork is valued, and long-term success is a shared goal. If you are seeking a rewarding career with a firm dedicated to your growth and success, we encourage you to apply to join our team.
**Please provide a transcript & resume to be considered for this program**
Nichols Cauley is seeking 35 students pursuing a Bachelor's degree in accounting with proven leadership skills to attend our 2026 Summer Leadership Program! Freshmen, sophomore, and junior accounting students with minimum GPA of 3.5 are encouraged to apply to participate in our Summer Leadership Program. Our 2026 program will be held May 11-12, 2026 in Alpharetta, and feature a social at Fairway Social, and the option of visiting either our Kennesaw or Peachtree Corners offices. Students will participate in a variety of activities designed to hone their teamwork and leaderships skills, network with our team members and their peers, and learn about our firm history, mission, culture and future!
Meals and accommodations will be provided.
Summer Leadership Program 2026
Montgomery, AL jobs
Jackson Thornton's Summer Leadership Program offers accounting majors a glimpse into the world of public accounting and consulting for rising sophomore-junior accounting majors.
What to Expect:
Networking opportunities with JT employees.
Informative presentations on our firm's history, values, and opportunities.
Skill-building activities with accounting majors from across the state.
Employee led Q&A panels.
Applicants must have an interest in accounting as a future career. It is suggested that attendees have completed at least their freshman year and declared accounting as their major.
Programs are offered in Montgomery and Auburn. Dates will be confirmed December 2025.
Leadership Program 2026
Lansing, MI jobs
Join us for an exclusive, interactive opportunity to gain insight into the life of a CPA and the culture at Maner Costerisan! *This is a half day program. Attendees will be guaranteed an interview for a 2027 internship or entry level associate position. Program will be held on Thursday, May 14th from 10 AM to 1 PM at the Lansing office.
During the program, attendees will:
Learn more about working in Public Accounting and the benefits of becoming a CPA
Hear from Maner Costerisan Associates, Managers and Partners about what they do day-to-day and their career path
Network with Maner professionals and other accounting students
REQUIREMENTS
Current or expected Accounting major
Finished, at least, Freshman year as June 2025
Continuously distinguished in the classroom, on campus and in the community
Personally and academically motivated
Summer Leadership Program (May 2026)
Kennesaw, GA jobs
Job Description
Nichols Cauley is a leading public accounting firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Today's Best Firms to Work For and Best Firms for Young Accountants, a testament to our unwavering commitment to professional excellence, career development, and a collaborative, supportive culture. As we continue to grow, we offer talented professionals a dynamic environment where innovation is encouraged, teamwork is valued, and long-term success is a shared goal. If you are seeking a rewarding career with a firm dedicated to your growth and success, we encourage you to apply to join our team.
**Please provide a transcript & resume to be considered for this program**
Nichols Cauley is seeking 35 students pursuing a Bachelor's degree in accounting with proven leadership skills to attend our 2026 Summer Leadership Program! Freshmen, sophomore, and junior accounting students with minimum GPA of 3.5 are encouraged to apply to participate in our Summer Leadership Program. Our 2026 program will be held May 11-12, 2026 in Alpharetta, and feature a social at Fairway Social, and the option of visiting either our Kennesaw or Peachtree Corners offices. Students will participate in a variety of activities designed to hone their teamwork and leaderships skills, network with our team members and their peers, and learn about our firm history, mission, culture and future!
Meals and accommodations will be provided.
Training and Development Coordinator
Skokie, IL jobs
General responsibilities
The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist.
More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management.
Qualifications & Desired Skills
Bachelor's Degree preferred, but not required.
Strong detail orientation and organizational skills
Project management skills
Skilled in Excel and tech-savvy in general
Works effectively with people at all levels and builds strong relationships
Effectively manages time to address multiple priorities at multiple levels
Adaptable and can navigate uncertainty with confidence
High-capacity, team-player with passion for helping others
Effective written and oral communication skills
Auto-ApplyTraining and Development Coordinator
Skokie, IL jobs
Job Description
General responsibilities
The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist.
More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management.
Qualifications & Desired Skills
Bachelor's Degree preferred, but not required.
Strong detail orientation and organizational skills
Project management skills
Skilled in Excel and tech-savvy in general
Works effectively with people at all levels and builds strong relationships
Effectively manages time to address multiple priorities at multiple levels
Adaptable and can navigate uncertainty with confidence
High-capacity, team-player with passion for helping others
Effective written and oral communication skills
Compensation: $47,000-51,000