Finance Consultant jobs at Teachers Insurance & Annuity Association of America - 824 jobs

The Individual Financial Consultant (IFC) provides retirement education and advice to the organization's clients and prospects. The IFC helps individuals navigate and, where appropriate, provide advice related to qualified and non-qualified product and investment needs. The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects. The role is responsible for asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth related opportunities. A consultant has their series 7, 63 and Health/Life licensing in all 50 states. This role falls under the scope of the Broker-Dealer. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Take inbound calls from both internal partners and clients to help identify product and investment needs. Determine where client has a need and create or manage associated opportunity to a won or lost sale. Provide advice or educate clients related to investment, advice, product concerns related to individual retirement accounts (IRAs), retirement (pension enrollments), after tax annuities (ATA), retirement planning, and retirement income. Possess solid understanding of the organization's digital new account opening requirements and processes to assist clients through this process. Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account. This may include helping clients with funding, rollovers, not in good orders (NIGOs) or any other barriers to establishing an account. Responsible for meeting or exceeding several goals that have a direct impact on client acquisition and retention including but not limited to: referral generation, asset growth goals, product education, voice of the client surveys, advice sessions and solutions, and overall productivity. Many of the client interactions will require as much as two hours or more on the phone with a consultant. Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank. Educational Requirements University (Degree) Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Related SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-30 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

A leading financial services firm in Baltimore seeks a seasoned professional to lead the financial reporting for Variable Annuities and RILAs. The role includes overseeing the preparation of financial statements, managing a dedicated team, and ensuring compliance with IFRS and US GAAP standards. Candidates should have significant experience in financial reporting within life insurance, strong analytical and leadership skills, and advanced degrees in relevant fields. A competitive salary range of $187,000 to $248,000 is offered, alongside comprehensive benefits including a pension plan and 401k match. #J-18808-Ljbffr

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI The Position As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes. In addition to wide-ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process. Responsibilities Overseeing and advancing LMI's risk management framework Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities. Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary. Monitoring global market developments and identifying major risks to our portfolio Relating market conditions, industry and regulatory developments to investment execution Qualifications A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus. The ideal candidate must also bring the following qualifications: A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics Programming experience in dynamically typed languages, including Python, Excel VBA, SQL Familiarity with generative AI models Demonstrated capability to drive projects to successful completion through cross-functional collaboration Must be a self-starter with ambition and intellectual curiosity, as well as exceptional problem- solving skills, strategic thinking Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred Ability to work independently as well as thrive in a team environment A passion for risk management and a desire to learn about the field Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where allemployees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr

A leading investment firm in Boston seeks an Associate for the Risk Management Team. Responsibilities include advancing the firm's risk management framework, enhancing risk models, and conducting portfolio risk analysis. Ideal candidates will hold a degree in a technical field and possess strong quantitative skills alongside programming experience in languages like Python and SQL. This role offers the opportunity to work in a collaborative environment while driving projects to successful completion. #J-18808-Ljbffr

A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector. #J-18808-Ljbffr

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

A leading insurance company is seeking a senior underwriter to work independently on complex accounts in Chicago. This role involves managing a portfolio of brokers and developing profitable business. The ideal candidate should have over 7 years of underwriting experience and possess strong analytical and communication skills. The position offers a competitive salary, benefits, and a supportive work environment. #J-18808-Ljbffr

Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************

Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future. #J-18808-Ljbffr

Vouch is the insurance broker that powers ambition. We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why join Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” Work Environment Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Why this role matters As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. What you'll do Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability. Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. About you Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation. Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes. Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion. Nice to have MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Benefits Competitive compensation and equity packages Health, dental, and vision insurance Wellness allowance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+ Caregiver support with dependent care FSA and Care.com membership Regular performance reviews with goal setting and promotion opportunities Interview Process 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Case study/technical screen Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members Executive chat Compensation Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US). Equal Opportunity Statement Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************. #J-18808-Ljbffr

A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options. #J-18808-Ljbffr

Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts. Assist in the calculation and reporting of liability treaty reinsurance amounts. Process Concur payments for various Reinsurers. Prepare Ad-hoc reports in excel as needed. Prepare other reconciliations as assigned. Providing additional support with special projects or Audit requests. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required. Minimum of one year experience in accounting/finance or related field. Strong verbal and written communication skills. Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness. Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously. Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).

ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Training and Staffing Support Specialist, you will play a key role in supporting the talent development, training and staffing initiatives led by the Investments Talent and Training Director. In this role, you will support entry-level hiring, onboarding, training and cohort development initiatives aligned with the Investments talent strategy. Collaborate with People Managers and the senior talent team to support staffing and development plans. Investment Consultant - Investments Training and Staffing Support We will count on you to: Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways. Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals. Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture. Opportunity to leverage your investment acumen to support a small number of investment clients. Assist in managing the investment internship programs, technical training, and staffing processes. Support the implementation of competency frameworks and promotion criteria for junior roles. Contribute to the design and delivery of technical and soft skills training programs for investment professionals. Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy. What you need to have: Experience supporting talent development, training and staffing initiatives within an investment or financial services environment. Familiarity with entry-level hiring, onboarding, and cohort development processes. Ability to assist in managing internship programs, technical training, and staffing logistics. Strong collaboration skills to work effectively with People Managers, senior talent teams, and cross-functional partners. Client facing consulting experience enabling you to understand and address client needs effectively. What makes you stand out? You have a passion for building a high-performing investment talent pipeline and supporting career development at the junior level. You thrive in a collaborative, forward-thinking environment committed to professional excellence and organizational growth. You bring a proactive approach to continuous improvement and a commitment to fostering a culture of learning and development. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology. Primary Responsibilities: Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance. End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform. Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP) Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction. Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality. Qualifications: Outstanding background in investment data & analytics 5+ years. of development experience supporting investment/finance end-to-end system architecture. Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus) Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers. Creativity and strong problem-solving skills Ability to work independently and in a highly collaborative team environment. Understanding of capital markets and capital markets products Understanding liability-driven investing (especially insurance liabilities) is a plus. Awareness / understanding of various risk and risk capital frameworks.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below: Develop a broad understanding of all asset classes invested in by Global Atlantic Support day-to-day reviews of investment guideline compliance reports Assist with ongoing automation efforts Launch of new sidecar compliance processes Help respond to client inquires Run ad-hoc analysis / scenario-based testing for our Investments Team QUALIFICATIONS Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field) Understanding of Fixed Income asset Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments. Strong analytical and problem solving skill set Ability to work with Portfolio Managers and senior management Excellent communication and interpersonal skills to work in a fast paced, team environment This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $72,000-$136,800 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

As a member of the Multi-Asset Solutions team, you will play a critical role in supporting the management and oversight of over $65 billion in multi-asset strategies, including target risk, target date, and alternative asset allocation funds. This position offers a unique opportunity to gain exposure to portfolio management, asset allocation research and cutting-edge investment technology. Responsibilities: Assist in the day-to-day portfolio management and oversight responsibilities of multi-asset portfolios, ensuring alignment with investment objectives Participate in research and portfolio management meetings to help ensure strategy positioning reflects the investment team's market outlook and research perspectives Support portfolio managers in quantitative portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes Drive innovation by leveraging advanced analytics and technology platforms to optimize portfolio management workflows and enhance scalability Collaborate with portfolio managers and analysts to facilitate systematic and bespoke asset allocation trading and rebalancing activities Incorporate synthetic exposures where appropriate to adjust positioning efficiently and cost-effectively Conduct detailed risk and factor evaluation across multi-asset portfolios to ensure consistency with investment outlooks and mandates Perform performance attribution analysis and compile insights for dissemination across portfolio management and senior management teams Work with client portfolio managers to support communication of investment outlook, trade rationale and performance drivers Build and maintain relationships with key external partners, including brokers and research firms, to gain research insights and understand product development initiatives Collaborate effectively across the organization, including multi-asset portfolio managers and analysts, trading, portfolio construction & risk, manager research, and other key stakeholders Develop and implement systematic tools and dashboards utilizing platforms such as Aladdin, Bloomberg, FactSet, and BarraOne to improve efficiency, transparency and decision-making across asset allocation strategies Gain expertise in new tools and share insights with the team to support adoption and best practices Stay informed on emerging technologies and contribute ideas for process improvements that enhance investment decision-making and operational efficiency Requirements: Bachelor's degree in Economics, Finance, or a related field; CFA and/or MBA or progress toward designation preferred 7+ years of experience in investment-related field Strong quantitative and analytical skills with a demonstrated ability to think critically and solve problems Collaborative team player with excellent written and oral communication skills Advanced proficiency in Excel and PowerPoint; programming skills (Python, VBA, SQL) highly desirable Proficiency in portfolio management and analytical software including BlackRock's Aladdin, FactSet, Bloomberg, Morningstar DIRECT™ and other investment tools a plus Comfort working with large datasets and building automated solutions Ability to manage multiple priorities in a fast-paced environment with strong attention to detail When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $116,000.00 USD - $202,000.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.