Post job

Thrivent Remote jobs - 77 jobs

  • (Senior) Associate, Enterprise Strategy & Development

    Thrivent Financial 4.4company rating

    New York, NY jobs

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The (Senior) Associate, Enterprise Strategy & Development, will work as a member of the Enterprise Strategy team. This position works closely with internal Business Unit Leaders, Finance, Legal, and other functional groups to evaluate, execute, and report on Enterprise Strategy projects across various functions and topics. You will also work closely with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions, investments (equity and debt), and strategic partnerships to enable Thrivent to execute its Enterprise strategy. In this role, you will: • Perform fundamental analysis, including financial modeling and valuation for Enterprise Strategy projects and new deal activity, and communicate conclusions to the Enterprise Strategy team. • Research relevant sector trends, market- and company-specific information, including operational metrics and valuation multiples. • Manage an M&A and investment pipeline and monitor relevant transactions for Thrivent. • Create investment memorandums and presentations for Thrivent leadership, including the ELT and the Board. • Work on miscellaneous special projects. **We are open to candidates working remotely anywhere across the United States but prefer this person to be located in the New York City, NY area. Job Responsibilities and Duties Rigorous analysis of the viability of a strategic project or opportunity, including historical financials, projections, unit economics, strategic positioning, and value proposition to provide insight on strategic and economic risk-adjusted return. Collaborate to develop Thrivent's inorganic strategy, preferred tactics, and deal structures to operationalize the strategy. Lead the financial modeling, valuation, research, and financial due diligence coordination workstream for inorganic initiatives and strategic projects, in close coordination with the Finance and Legal functions. Support end-to-end deal execution, including preparing transaction documents, financial analysis, due diligence, coordinating various internal and external parties, and organizing information into presentable formats. Prepare and deliver management-level committee and board presentations that reflect fundamental analysis and provide actionable recommendations. Monitor strategic investments and deal activity, communicating with management on a frequent basis the performance of investments. Maintain and refine the standardization of internal project management and diligence best practices to ensure understanding of strategic value and risk, provide recommendations around mitigation, as well as track and archive best practices and learnings. Job Qualifications Required: Bachelor's degree required; Concentration in finance or accounting preferred. 4+ years of experience in investment banking, private equity, accounting, finance, consulting or corporate development. Exceptional analytical, interpersonal, written and verbal communication skills. Excellent financial modeling skills, including 3-statement financial analysis, with proficiency in Excel, PowerPoint, and Word. Strong history of achievement in past professional and academic experiences. Self-directed individual with strong work ethic, intellectual curiosity, and great attention to detail. Preferred: Master of Business Administration degree with a concentration in finance or accounting preferred. CFA preferred. 6+ years of experience in investment banking, private equity, accounting, finance, consulting, or corporate development within the financial services or financial services technology sectors. Additional Information This position is a full-time remote opportunity; New York City, NY preferred. #LI-Remote Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $124,010.00 - $167,778.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $124k-167.8k yearly Auto-Apply 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Manager, Virtual Advice

    Thrivent Financial 4.4company rating

    Remote

    Responsible for leading a team of 10-15 nationally licensed advisors that serve clients in all 50 states through phone, screen share, and video. Manages performance and sales results to ensure goals are reached across all levels - the business, the team, and advisors. Responsible for driving team revenue of $1.5M+ annually. Collaborates with broader sales leadership team to ensure delivery of a consistent approach to client experience and core expectations. DUTIES & RESPONSIBILITIES: Responsible for team revenue of $1.5M+ Accountable for the retention and engagement of a combined 800k clients. Lead and delivers team-based and individual coaching regularly, on daily and weekly basis, to cultivate strong consultative sales skills, deliver advice-based recommendations, and foster professional development and career growth. Responsible for conducting interviews and making talent selections based on attrition and future growth requirements. Provides onboarding and training that ensures strong speed to productivity and skill set development. Collaborates with the internal centers of excellence to ensure team members receive the training and resources necessary for succeed, all while building self-sufficiency. Build and foster a culture centered around the organization's culture, mission, vision and values. Willingness and ability to lead from the front - i.e., demonstrating knowledge and skills through case work and occasionally joining client calls to support your team. Partner with sales director to conduct quarterly business planning and manage performance expectations. Responsible for contributing to information needed, decision making, and to operating in line with budgetary decisions. QUALIFICATIONS & SKILLS: Required: College degree in business, management, related business field, or equivalent experience. Prior experience as a financial advisor. Possession of a FINRA Series 7, 63/65 or 66 and Life/Health Insurance licenses is highly desired. and must be obtained within 120 days of hire/transfer. 5+ years' experience of leading a team of 8 or more direct reports is highly desired. Must be eligible to be Securities and Insurance licensed in all 50 states and the District of Columbia Previous experience in financial planning, investment products, and insurance products. Prior training and experience with consultative, needs-based sales models (Integrity Selling or similar) Experience leading change in a fast-paced, high-growth environment. Prior experience working in a team setting to achieve results. Belief in organization's core values and mission. Driven and results oriented. Client-centric. Great communication skills. Outgoing, positive, and energetic. Empathetic. Strong organization skills. Preferred: Advanced Designation (CFP or ChFC, or CLU) is desired. Salesforce experience Money Guide Pro (or other planning tool) experience Experience working in virtual sales Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $94,389.00 - $127,703.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $94.4k-127.7k yearly Auto-Apply 5d ago
  • Customer Service Analyst (REMOTE - US)

    Massmutual Ascend 4.3company rating

    Cincinnati, OH jobs

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Customer Service Analyst, you will provide superior customer service through answering our incoming calls and chat messages from both clients and agents. On this team of professionals there is an emphasis on treating clients like family and helping them with their requests as they plan for their financial future. In this role, you will be provided training to best prepare you for your daily tasks. Even after you complete training, subject matter experts are available for assistance with any follow up questions you may have. As a Customer Service Analyst, this role will also provide development and has future growth potential! The work schedule is Monday - Thursday 10:00 AM - 7:00 PM EST and Friday 8:00 AM - 5:00 PM. Job Responsibilities * Develops skills to properly analyze incoming requests via phone, paper, and electronic communications to ensure customer satisfaction and retention. * Actively seeks information to understand and analyze customer's circumstances, problems, expectations and needs to resolve difficult inquiries/issues. * Clearly communicates complex information and solutions to customers in a helpful manner. * De-escalate situations involving dissatisfied customers utilizing patience, assistance, and support methods. * Maintains a professional & empathetic demeanor and in all interactions. * Accurately updates, monitors & notates customer account details of client/agent interactions in multiple databases and CRM systems. * Builds product knowledge of core annuity business to discuss products and/or product features, IRS tax qualifications and requirements. * Acts as a liaison for customers as needed between departments or other aspects of the organization. * Understands and explains complex topics such as interest, fee and death benefit calculation and the ability to communicate potential benefits/consequences of customer requests. * Examine intricate contractual language, features and terms and interpret in an effective and efficient manner. * Build understanding of components of frequently encountered entities, such as Power of Attorney, Trusts, Estates, Custodians as well as IRS tax forms. * Complies with company and regulatory guidelines for performance. * Prioritize and multi-task daily functions to positively influence productivity and quality in a fast paced, high-volume environment. * Process financial and non-financial transactions in accordance with established procedures. * Works to consistently meet specified requirements for performance and quality. * Assists in researching complex issues or complaints which could require interdepartmental cooperation. * Identify and recommend opportunities for process improvements and organizational initiatives. * Performs other duties as assigned. Minimum Qualifications * At least a high school diploma or equivalent * At least 2 years of related customer service experience * Exceptional verbal communication skills * Strong attention to detail and ability to multi-task efficiently * Able to work schedule of 10:00 AM - 7:00 PM EST Mondays - Thursdays, and 8:00 AM - 5:00 PM EST Fridays. Ideal Qualifications * Prior call center experience is a plus, but not required * Strong computer skills What to Expect * Focused one-on-one meetings with your manager * Ongoing opportunities for development and learning * A place to grow your career in a culture that inspires, rewards and develops employees * Small company feel with a focus on meeting customer's needs today and also well into the future #LI-MM1 For Colorado Applicants: The salary range for this role is $33,000 - $55,000 based on experience. Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $33k-55k yearly Auto-Apply 34d ago
  • Registered Client Care Srvcs Rep (S6/63) - ADM -

    Northwestern Mutual 4.5company rating

    Remote

    Open to Remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. The Annuity Distribution and Maintenance (ADM) Department is a vital part of our organization, focused on delivering seamless support for converting accumulated annuity funds into guaranteed income streams. Job Description: This position supports our field teams and clients with their annuity disbursement and policy maintenance needs. Team members work closely with financial representatives, client service specialists, and internal departments to ensure smooth transitions from accumulation to payout phases. Responsibilities include processing various annuity conversion transactions, managing payout options such as lump-sum or annuitized distributions, and addressing customer inquiries related to annuity distribution and maintenance services. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience FINRA Licensure 6/63 or 7/63 required. Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages #LI-Remote This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $21.4 hourly Auto-Apply 13d ago
  • High-Net-Worth Tax Planning Assistant Director

    Northwestern Mutual 4.5company rating

    Remote

    Primary Duties & Responsibilities Analyze and review income tax records and returns of individuals and flow through entities to identity tax planning opportunities. Partner with other highly-credentialed professionals on the team and NM advisors to deliver tax planning strategies and solutions for advisors' clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys, analysts, and other CPAs to implement strategies and solve complex planning issues on behalf of clients. Research and analyze tax issues to assist NM advisors. Deliver tax planning analyses and consultations alone or in combination with attorneys and financial planners' estate and financial planning engagements. May assist in tax return reviews for tax preparation service line. Serve as a thought leader on income tax related topics. Qualifications: Bachelor's degree required. Active CPA license or JD required. Master's degree preferred Minimum of 10 years relevant individual income tax experience with a national or regional accounting firm, family office or financial services company. Additional business or trust and estate tax experience is preferred. Client centric verbal and written communication skills with emphasis on ability to articulate complex tax concepts in an understandable way. Experience in high-net-worth individuals Familiarity with income tax planning software and tools Strong interpersonal skills and demonstrated ability to work on a team #LI-Remote Compensation Range: Pay Range - Start: $112,210.00 Pay Range - End: $208,390.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $112.2k-208.4k yearly Auto-Apply 22d ago
  • Life Underwriting Sr Specialist - Remote

    Northwestern Mutual 4.5company rating

    Remote

    Life Insurance Signature / Authority Limits 1M Signature / 5M Authority. PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE. Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met. Primary Duties & Responsibilities: Field & Client Experience Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business. Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal Responsible for prescreen inquiries. Underwriting Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed. Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. Develops and demonstrates change agility while maintaining mortality and morbidity expectations. Demonstrates continuous learning through the early adoption of new ways of underwriting. Develops proficiency with Reinsurance programs and determining where to best place a case. Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers. Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance. Discusses cases with peer reviewers with medical and technical staff, as needed. Understands and meets all quality, service, and production goals . Solves issues & escalations, with guidance as needed. Partners with Underwriting Support for case management Cross-functional leadership May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed. Qualifications A bachelor's degree or equivalent combination of education and experience is preferred. 1.5 years of traditional underwriting experience. Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules. Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness. Proficient in computer skills and using various software packages. Ability to work accurately while maintaining speed and flexibility in a team and independent production environment. Highly organized with the ability to establish priorities and meet deadlines. Displays agility to manage multiple tasks and adapt in a changing work environment. #LI-Remote or LI-Hybrid Compensation Range: Pay Range - Start: $60,340.00 Pay Range - End: $112,060.00 Geographic Specific Pay Structure: Structure 110: $66,360.00 USD - $123,240.00 USD Structure 115: $69,370.00 USD - $128,830.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $60.3k-128.8k yearly Auto-Apply 19d ago
  • Financial Services Representative - Cleveland East, OH

    Fidelity Investments 4.6company rating

    Orange, OH jobs

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. * Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. * Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. * Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… * You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. * You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. * You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. * You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… * High energy and enthusiasm with a natural passion for helping people * Flexibility and self-motivation * Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring * Eagerness to learn and build a career in financial services * Ability to deliver an outstanding customer experience * Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once * Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $27k-42k yearly est. 2d ago
  • Product Management Actuary

    Massmutual Ascend 4.3company rating

    Cincinnati, OH jobs

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity The New Product Management Actuary aids the Product and Pricing Team through support of new product development and implementation of Registered Index-Linked Annuities (RILAs), Fixed Indexed Annuities (FIAs), and Fixed Deferred Annuities. As New Product Management Actuary you will build strong relationships and collaborate with Legal, IT, Operations, Sales and Marketing. This position has the ability to be either hybrid out of our downtown Cincinnati office, or 100% remote wherever you may reside in the US. Job Responsibilities * Serve as Product Management contact for Legal and Regulatory issues, Operational Exceptions and Flow Reinsurance * Support new product filings: actuarial memos, Standard Nonforfeiture demos, answer actuarial regulatory questions, etc. * Assist Legal with product/policy examples for advertising * Provide actuarial support for Illustrations from a regulatory perspective * Evaluate/approve operational exceptions * Manage large case pricing program * Support actuarial requests for policy value calculations * Support new product reinsurance as needed * Identify and implement continuous process improvement * Maintain extensive knowledge of insurance products, operations, and existing regulations * Perform other duties as assigned Minimum Qualifications * Must have obtained ASA * Current Member of American Academy of Actuaries (MAAA) or attain designation shortly after hire * 5+ years of actuarial experience * Strong interpersonal skills * Strong organization and problem-solving abilities * Solid communication skills with emphasis on collaboration among departments including IT, Operations, Legal, Sales, and Marketing Ideal Qualifications * Working knowledge of RILAs, FIAs and Fixed Deferred Annuities What to Expect * Focused one-on-one meetings with your manager * Ongoing opportunities for development and learning * Working in a fast-paced environment with available flexible work schedules * A place to grow your career in a culture that inspires, rewards and develops employees * Small company feel with a focus on meeting customer's needs today and also well into the future #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $78k-107k yearly est. Auto-Apply 60d+ ago
  • 2026 Summer Associate - Law Clerk (Fully Remote)

    Raymond James & Associates 4.7company rating

    Remote

    Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Department Overview Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. Job Summary Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. Work Schedule: Temporary, Full-Time; Summer; Monday through Friday, up to 40 hours per week Target Start Date: June 1, 2026 Target End Date: August 7, 2026 Duties and Responsibilities Support in-house counsel and members of the legal department in conducting legal research. May conduct or update 50 state surveys. Perform legal research utilizing both written and electronic sources. Prepare legal memos. Gather and compile facts and relevant case information. Review legal agreements. Operate standard office equipment and use required software applications. Perform other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Fundamental concepts, practices and procedures of a professional office environment. Basic concepts, principles and practices of an assigned business unit. Skill in Operating standard office equipment and using, or have the ability to learn, required software applications. Ability to learn and use legal software i.e., Westlaw, Bloomberg, etc. Operating standard office equipment Strong research skills Excellent communication and writing skills Strong attention to detail Ability to Maintain professional discretion and strict privacy and confidentiality. Read, comprehend, and apply legal information. Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. Communicate effectively. Utilize established procedures, processes, and checklists. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Establish and maintain effective working relationships Educational/Previous Experience Requirements Currently pursuing a Juris Doctor or Master of Laws degree Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications None required. Location - Fully Remote No travel required. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $91k-120k yearly est. Auto-Apply 15d ago
  • Mgr, Product

    Thrivent Financial 4.4company rating

    Remote

    A Mgr, Product is a product leader who manages the product team responsible for one or more complex products. A player-coach role, the Mgr, Product brings together the individual skillsets of a product manager with those of a leader of people. They are responsible for the long-term strategy and vision for a set of products as well as for the performance and growth of the product practitioners on the product team(s) they oversee. This role requires strong domain expertise in payment processing and money movement. Mgr, Product is a critical leadership role for Thrivent's operating model product teams. They lead product discovery efforts and are accountable for improving the performance of their product over time by overseeing effective delivery of product improvements and successfully marketing and promoting their product with users. They partner effectively with, and provide clarity and inspiration to, other disciplines on their team (business, design, engineering, analytics, etc.) and lead collaboration efforts with stakeholders from other teams across Thrivent to align on priorities and develop effective solutions to user challenges to optimize the end user experience. A Mgr, Product typically will have deep experience as a product manager and aspire to manage both products and people. They play a key role across product stakeholders to actively engage, develop, coach and influence product team operations, practices, and talent. This role typically has direct supervision responsibilities for between 1 and 4 product owners. DUTIES & RESPONSIBILITIES: Responsible for the long-term product roadmap as part of a larger business strategy. Develops a compelling product strategy through analysis of personas, use cases, customer benefits, and solution value propositions. Consistently and iteratively ensures that business strategies are being executed through product roadmaps. Leads team collaboration to manage and prioritize product roadmap and releases across multiple products. Collaborates to resolve conflicts in a constructive manner when they arise. Accountable to ensure that product teams understand the business outcomes needed, and that business outcomes are tied to a broader business goal or objective. Identifies and tracks performance metrics both evergreen key performance indicators to monitor the overall health of the product and objectives to focus efforts on making specific, measurable improvements to experiences that drive positive outcomes. Facilitates conversations and coaching with product teams and relevant stakeholders to address gaps and necessary improvements to delivering specific improvements. Identifies and tracks Key Performance Metrics; accountable to ensure that KPIs are delivering the necessary business value. Ensures outcomes on the roadmap fit within capacity constraints and are prioritized and sequenced in order to maximize value to the customer. Engages with customers and users on a regular basis to uncover implicit and explicit needs and translate to product hypothesis which are tested and refined to deliver solutions. Collaborates across product teams to develop and roll out operational plans. Researches and identifies industry best practices and trends to increase effectiveness. Acquires, maintains and applies advanced knowledge of the business, its products and processes, and an academic understanding of Product Management. Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience. 10+ years relevant business experience, including in product manager role, product owner role or similar. Understand fundamentals of iterative development, software development process and procedures. Expertise in the principles of Agile Product Management, stakeholder management, market and user research, technology management, and process design. High-level of organization and attention to detail. Passion and understanding of new technology and trends. Excellent communication, collaboration and influence skills among all organizational levels; strong facilitation and executive communications skills. Preferred: Certified Product Manager or similar certification. May have prior supervisory experience. Strong ability to effectively manage and resolve conflicting priorities. Experience in developing and delivering product strategy, articulated in terms of value and outcomes with relevant and compelling metrics and measurements. Expertise with foundational product management tools, techniques and principles across discovery, design, build, release, and measure cycle. Proven experience in leading and influencing cross-functional teams. Demonstrated experience with user interface design and best practices for usability. Experience working in large, complex organizational initiatives. Advanced skills in MS Office Suite with particular emphasis on Excel and Powerpoint. Adept at financial management to administer budgets across multiple products and ensure the product meets its requirements for return on investment. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $146,428.00 - $198,108.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $146.4k-198.1k yearly Auto-Apply 15d ago
  • Sr Application Processor

    Northwestern Mutual 4.5company rating

    Remote

    As a Senior Application Processor, you will work as part of a team responsible for consulting, communicating and corresponding on issues related to the input of life insurance application data, including auditing applications and data input, for the purpose of establishing computer records for underwriting and other required purposes. You will troubleshoot and resolve complex application issues, whether technical/system or application-related, identifying errors and determining appropriate corrective action. As appropriate, you will handle analytical and technical review of sensitive/confidential cases referred by Application Processors and others, as appropriate. You have a commitment to staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion. Primary Duties and Responsibilities The Sr. Processor is responsible for all the duties outlined in the lower level position with additional responsibilities for the job tasks involving more in-depth analytical and technical review of sensitive cases referred by Processors as well as LUCs, and other workgroups in TC/TUP. The Sr. Processor is accountable for accurate and timely completion of all Home Office and Field Office input work types. The incumbent is also responsible for inputting the confidential applications for HO employees and VIP cases. The employee must be familiar with company guidelines and unusual situations to analyze the in-force term contract. The Sr. Processor initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input. Accurate Home Office input is an integral part of establishing permanent client data records which impacts premium billing, premium refunds, corporate planning and New Business analysis. The employee completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases. The Sr. Processor must inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards. The Sr. Processor also serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion. The incumbent also serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits. The Sr. Processor is responsible to troubleshoot and resolve complex App Input issues whether system or application related. The Sr. Processor demonstrates analytical and technical skills by: Identifying errors, determining the appropriate corrective action to take Reviewing and correcting insurance rejects on the data base" Adding/Removing applications from exiting and new ISA Inputting the detailed changes and communicate them to the underwriter or TC Coordinator. Identifying and referring specific fields which require underwriter attention Activating new Insurance Service Accounts (ISA) Documenting necessary case notes for proper handling of app Maintaining performance levels within the standards set for quality and other metrics. The Sr. Processor is responsible to provide customer-focused service to internal and external customers by: Fostering a positive work team environment Participating in divisional or department committees Providing service through interpersonal, verbal and written communication Providing training support to the Network Offices upon request Serving as an App Input resource to the Field as the primary contact for the New Business Call Center Supporting and participating in divisional PACE objectives Distributing exception cases and FOI to all App Processors Independently resolves problems with applications submitted Not in Good Order (NIGO) Training and supporting new team members as needed Qualifications Successful completion of any required testing. Demonstrated ability to handle fast-paced, high volume work with high degree of accuracy. Ability to interact tactfully and positively with the Field Force and Home Office personnel. Keyboarding skills required. Demonstrated ability to complete assignments with minimal direction and to handle details accurately. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $18.37 Pay Range - End: $27.55 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $18.4 hourly Auto-Apply 12d ago
  • HR Services Specialist

    Northwestern Mutual 4.5company rating

    Remote

    About the Job: Supports the HR Shared Services team as a generalist by independently collaborating on specific Human Resources programs, including, but not limited to the following areas of focus: employee healthcare benefits, onboarding, and more. Researches and recommends solutions to issues. Escalates to the SME when appropriate. This position, with general guidance from an assigned supervisor, resolves complex employee issues and a wide variety of administrative topics. It is a subject matter expert role that develops training, policy manuals, standard operating procedures, knowledge bases, and other tools to help team members quickly resolve requests or issues. Utilize HR tools and systems with expertise in multiple areas of HR Services. Reviews and approves very complex transactions for employees. Effectively interfaces with customers, business partners, third parties, managers, and employees at all levels via phone, email, and in person to ensure the most positive employee and manager experience. Sets expectations with workers regarding logistics and helps answer any questions. This position is expected to follow, develop and improve standard procedures for new and existing processes, resolving issues, and referring highly complex issues to HR Services leadership. Coach, train, and help other team members as needed, acting as a resource to the HR Contact Center and HR Workforce Services representatives on cases that are escalated. Leads / participates in special projects as assigned. What You'll Do: Administration and Operations 50-70% Administers HR plans and programs. This includes interpretation and explanation of complex information, resolving eligibility issues, and facilitates all other problem resolution. Uses discretion to escalate to appropriate subject matter experts when necessary. Ensures legal compliance and manages risk. May be the primary/back-up liaison to third party for HR systems and applications. Responsible for analyzing data and trends highlighting areas of focus. Investigates and coordinates the resolution of highly complex cases and other issues with business partners and third parties. Determines participant communication and educational needs and coordinates these efforts with other SMEs and the corporate communications team. May take the lead (or back-up) role in HR efforts relating to operational enhancements, working with internal partners, external consultants, and gathering data from various vendors and internal sources. May act as team lead in identifying training needs for the Shared Services team. Actively participates in and coordinates/leads team meetings, huddles, and ongoing training. Monitors assignments and casework needs, adjusting working assignments and proactively helping as needed. HR Shared Operations Support 10-30% Makes use of policy documents, knowledge bases, manuals and other tools in the day-to-day resolution of complex cases, escalations, and transactions some of which will have escalated from lower tiers in HR Services. Utilizes a deep understanding of the HR concepts underpinning many policy issues to explain the background and context of rules and procedures to employees with more complex issues. Responsible for meeting case resolution standards, in accordance with the goals established for the role. Maintains a close working relationship with the professional level specialists in the core HR functional disciplines to resolve problems or to identify areas of ambiguity needing clarity or improvement. Uses an in-depth operational knowledge of databases, and other systems to record the outcome of calls and to track patterns in cases. Assists with orienting/training new employees. What Experience You'll Bring Bachelor's Degree (or equivalent combination of education and experience) and at least two years of progressively responsible HR experience, preferably in Human Resources or in a Shared Services environment. Thorough understanding of Human Resources laws affecting plan administration and operations. Strong analytical and problem-solving skills, ability to interpret plan documents and apply this knowledge to make solid decisions. Superior interpersonal skills and the ability to communicate effectively with employees of all levels. Strong organizational skills, with the ability to independently set priorities, manage multiple assignments and flexibility to meet varying priorities. Highly self-motivated and self-directed with the ability to manage multiple assignments without close supervision. Demonstrated computer experience including Word, Excel, SharePoint, Workday, ServiceNow and proficiency with current HR software packages. #LI-Hybrid Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: Structure 110: $53,410.00 USD - $99,190.00 USD Structure 115: $55,860.00 USD - $103,740.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $48.6k-103.7k yearly Auto-Apply 5d ago
  • Presentation Designer

    Raymond James 4.7company rating

    Remote

    Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. Under limited supervision, consults with internal customers regarding design and associated costs. Designs and prepares graphics for PowerPoint presentations and pitch materials. Executes and troubleshoots complex graphic jobs. Makes key contributions to graphics production activities and is accountable for quality assurance. Ability to perform quality control review for own work and work produced by teammates. Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. Ensures that the file management system is maintained. Remains current in presentation design trends and technologies. Manages deadlines through communication with the team. Mentors and utilizes associate presentation designers. Performs other duties and responsibilities as assigned. Skills: Moderate understanding of design principles and best practices for formatting content Strong knowledge and experience designing infographics, financial charts, tables, and graphs Displaying complex data in a visually sophisticated, appealing, and engaging format Producing creative work within an established organizational style and attention to detail. Mentoring and guiding associate-level presentation designers. Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro Expertise in Adobe Photoshop, InDesign, and Illustrator Expertise in MapInfo Professional Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. Organize information with attention to hierarchy, order, and emphasis Provide extensive attention to formatting detail and aesthetics Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work effectively as part of a collaborative environment Understand a project request and extrapolate key information from it Communicate effectively and professionally with all organizational levels, both orally and in writing. Develop creative solutions to graphic problems. Build relationships with colleagues at similar levels, both within and outside of the department. Consistently demonstrate a sense of urgency. Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: None required. Workstyle: Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1
    $70k-85k yearly Auto-Apply 12d ago
  • National Sales Consultant - Insurance

    Ameriprise Financial 4.5company rating

    Minneapolis, MN jobs

    Apply to join our Insurance National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position insurance in the modern financial planning environment. As an Insurance National Sales Associate, you will promote RiverSource insurance products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match insurance product solutions to client's needs and goals. This is a first step into a career as a wholesaler. Remote work considered for qualified, licensed candidates located outside of Twin Cities metro. Key Responsibilities: Learn and become an expert in RiverSource insurance products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process. Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities. Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams. Pass all required exams and keep current on all FINRA and state insurance training and CE requirements. Required qualifications: Bachelor's degree or equivalent work experience Active Series 6 State Securities agent registrations (Series 63) Resident State Insurance Licenses (Variable, Health & Life) If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam). Ability to build strong relationships Excellent communication and influencing skills Preferred qualifications: Knowledge of insurance products Experience in the financial services industry, financial sales, or financial wholesaling Ability to work on a sales and results driven team Effective presentation skills About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business INSUR Insurance
    $23.6 hourly Auto-Apply 5d ago
  • Mgr, Engineering - Finance

    Thrivent Financial 4.4company rating

    Remote

    As the Engineering Manager for Finance and Actuarial Technology, you will provide strategic direction and technical leadership for a diverse technology portfolio supporting critical financial and actuarial processes. This role calls for a leader who can develop talent, champion modern engineering practices and advance DevOps maturity, The ideal candidate combines hands-on engineering and solution architecture experience with a proven ability to foster a culture of continuous improvement and technical excellence. Success means driving innovation, influencing priorities, and delivering business value through resilient, scalable, and modern technology solutions. Experience with Finance or Actuarial technology is highly desirable, along with a track record of strengthening agile delivery across teams, partnering effectively with business stakeholders, and leading large-scale modernization efforts aligned with organizational goals. DUTIES & RESPONSIBILITIES: Designing Solutions Review technical solution design and architecture and provide guidance and direction. Take part in system design and architecture conversations with the team to land approaches to deliver solutions. Review and support execution of technical solutions, including integration of Kafka topics, Informatica workflows, and Java-based applications. Developing Software Demonstrates hands-on experience in software development and code review. Stays current with coding best practices and industry standards. Ensures thorough code reviews and applies strong problem-solving and analytical skills. Learning and applying new techniques Promotes and empowers sharing ideas, best practices, etc. They need to make space so teams can take time for these activities. Anticipates and analyzes trends in technology and assesses the impact of emerging technologies on the business Collaborating within team Supports the team agile practices and learning events / trainings Helps break down barriers for the team Engages in sprint demos; Understands the desired and actual outcomes as well as the technology delivered by the team Partner with Product Manager on Initiatives/ Features/ Epics and provides clarity on desired outcomes as well as technical expertise. Collaborates with Product manager for strategies, operating plans, targets and measures for product groups Creating a positive team environment where individuals have psychological safety and work collaboratively while understanding, respecting, challenging and appreciating each other's ideas Collaborating across teams Supports and empowers teams to broker solutions across products Understands how the product integrates with other products and ensures consistency in approach to work towards a common goal / outcome. Builds strong working relationships with peers across teams Proactively identifies cross team challenges and works to empower teams in solve collaboratively Collaborating across the organization Align your team with the priorities of the company and the technology organization for a given product area Collaborate with other engineering teams to establish ways of working Setting product/platform technology strategy Participates in setting the product and platform technology vision, strategies, initiatives, roadmaps , objectives and alignments Represents the business value of technology upgrades, etc. and influences prioritization in the product roadmap Empowers the team to select the right tool and platforms for the given product area. Defining Engineering standards/patterns Collaborating with Engineers to ensure Engineering practices and be an advocate to bring the engineering disciplines. Promoting engineering practices and continuous improvement such as develops and observability Contributes to the creation of enterprise frameworks and patterns DevOps Define and supports the development Lifecyle processes Supports the team and removes barriers to resolving production incidents/problems DevOps continuously evaluated through observability, monitoring and alerting Understands the health of technology products and promotes prioritization of work to maintain and continuously improve Serve as an escalation point in product level support for ongoing maintenance and production issues Selecting & Managing Technology Vendors Be an advocate to the team to define criteria's for selecting the right platform/technology Guides the team to build consensus on an approach and driving a build vs buy decision with the team. In a buy decision, works with the team to decide on criteria and vendor selection. Execute or manage the overall technology solutions, platforms for the product groups and associated vendor relationships. Coaching Engineers Holding regular 1:1s with team members and team meeting, Provides constructive feedback, guidance and coaching to help engineers grow their skills and experience. Provides career planning advice to engineers and creates development plans to help them achieve their career goals which leverages their skills and capabilities and provides them with learning opportunities. Recruiting/building talent Leads the process of selecting and engaging the right consulting partners Planning in advance for future people needs for the product groups, collaborate with the other teams on the recruitment process Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Models Thrivent's leadership competencies - courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Manage a team of direct and indirect staff QUALIFICATIONS & SKILLS: Required: Bachelor's degree in Computer Science or other technical field or equivalent work experience 8+ years of progressively responsible positions in Information Technology, including 5+ years' experience in IT discipline, e.g. corporate technology, customer relationship management, portfolio strategy and roadmap development. 3+ years' management/supervisory experience in specific IT functional area discipline, e.g. corporate technology, applications development or equivalent skills leading major technical projects with accountability for enforcing talent management needs and performance standards. Demonstrated leadership and experience managing multidiscipline, high-performance work teams. Strong competency in project management and execution of multiple or large projects. Experience working with customers to develop solutions to complex business problems. Proven ability to communicate effectively with internal/external stakeholders to support business initiatives. Proven ability to function in an environment which requires flexibility, good judgment and intelligent decision making, often based on limited information and/or extreme conditions. Experience with Kafka and Java application development and integration Preferred: MBA Financial Services industry experience Finance or Actuarial Technology Experience Experience in IT planning and business relationship management Experience working in a matrix management organization Experience with product development and management Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $139,455.00 - $188,676.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $139.5k-188.7k yearly Auto-Apply 46d ago
  • Lead Python Engineer - Mainframe Systems

    Morgan Stanley 4.6company rating

    Remote

    In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm. The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings. What you'll do in the role: Agreeing to responsibilities for deliverables in project plans Understanding requirements for the system components to be developed or updated Creating and/or understanding conceptual and detailed designs for the system components being developed or updated Coding additions or amendments to system components as directed by the project manager Unit testing of new or amended code Creating and executing test plans according to agreed project plans Participating in implementation of new or amended systems Escalation of issues as appropriate to the project manager Following working practices used within the team Providing Level 3 support - possibly after hours Specific duties include: Reviewing project documentation to understand deliverables Designing, coding and testing new or amended system functionality Creating system documentation as required Working with other team members to ensure the success of the project Providing status and progress updates to the project manager as required What you'll bring to the role: Bachelor's Degree in Engineering, Computer Science or equivalent experience. 8 years of Python Dev in Mainframe or distributed systems. Experience with JavaScript Understanding of mainframe operating systems (z/OS) Experience in a Linux OS environment is highly preferred Experience with either PostGRES or DB2 is highly preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Ohio: Expected base pay rates for the role will be between $110,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Colorado: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close January 15th, 2026. For Illinois Salary range for the position: $130,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings For Maryland: Salary range for the position: $135,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Massachusetts: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Minnesota: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New Jersey: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New York: Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Vermont: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Washington: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-210k yearly Auto-Apply 56d ago
  • Long Term Disability Claims Specialist II 3 30 26

    Metlife, Inc. 4.4company rating

    Remote

    At MetLife, we seek to make a meaningful impact in the lives of our customers and our communities. The LTD Claims Specialist II evaluates long term disability insurance claims in accordance with plan provisions and within prescribed time service standards. In this role, the LTD Claims Specialist II is required to exercise independent judgment, critical thinking skills, exemplary customer service skills as well as effective inventory management skills. Location: Fully Virtual Key Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned office as needed for team events, meetings, training, business continuity, etc. * Effectively manages with minimal oversight an assigned caseload of moderately complex claims which consists of pending, ongoing/active reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators * Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations. * Develop actions plans and identify return to work potential * Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills * Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations * Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available * Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions. * Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed * Proficiently calculates monthly benefits due after elimination period, to include COLA, Social Security Offsets, and Rehab Return to Work benefits, and other non-routine payments * Provides timely and detailed written communication during the claim evaluation process which outlines the status of the evaluation and/or claim determination. * Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas. Essential Business Experience and Technical Skills: Required: * High school diploma * Prior experience with independent judgement and decision making while relying on the available facts * Be able to demonstrate the use of critical thinking and analysis when reviewing the information * Creative problem-solving abilities and the ability to think outside the box * Excellent interpersonal and communication skills in both verbal and written form * Excellent customer service skills proven through internal and external customer interactions * Demonstrated conceptual thinking, risk management, ability to handle complex situations effectively * Organizational and time management skills * Minimum 1 year LTD/IDI Insurance Claims experience Preferred: * Bachelor's degree Business Category Operations - Claims Travel Not applicable At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. The expected salary range for this position is $41,600 - $62,500. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities. $41,600 - $62,500
    $41.6k-62.5k yearly 4d ago
  • Manager, Field Talent Acquisition

    Thrivent Financial 4.4company rating

    Minneapolis, MN jobs

    The Manager, Field Talent Acquisition will be responsible for day-to-day leadership of a team of sourcing and recruiting professionals. The team oversees the recruiting process for client-facing selling advisors from lead generation through selection and is accountable for maintaining a quality candidate experience and adhering to the Advisor Ecosystem playbooks. This role will have direct impact and influence of our weighted client facing capacity (WCFC) goal, growth in selling role contracts, partnership and alignment of Ecosystem onboarding paths, reduction in candidate cycle time, improvement in candidate ratios through the attraction and selection process, and best-in-class candidate experience. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Supports the development and implementation of business and marketing strategies to ensure the candidate pipeline and recruiting process is meeting the needs of the regional Advisor Groups and the Virtual Advice Team. Oversees the team executing the Advisor Ecosystem playbook and is responsible for Sourcing, Recruiting, Selection/Assessment, Employment Law, and Onboarding. Identified team strategies to source and attract passive candidates through the use and development of innovative online sourcing strategies and research techniques including: resume databases, referral generation, Boolean searches, social media, direct sourcing/cold calling, target companies, internal databases, etc. Ensures the team's timely and effective sourcing and pre-qualifying of candidates for new advisor, practice growth and Virtual Advice team roles. This is accomplished by using proven strategies and techniques to identify, pre-qualify and attract quality talent to Thrivent. Oversees the team to guide and coordinate candidates through the applicable assessments to move quickly through the recruiting process and drive reduction in candidate cycle time. Manages the sourcing and recruiting coordinator functions and allocates appropriate resources to ensure that business unit and departmental objectives are met. Tracks and analyzes field recruiting KPIs and outcomes to identify success, opportunities, trends and insights and applies the data for future approaches to field recruiting for each regional Advisor Group by Market, Group and channel level with key stakeholders and representatives. Drives and effective partnership with key leadership in the regional Advisor Groups and the Virtual Advice Team to ensure their recruiting needs are met. Research and resolve issues, provide monthly updates on results and changes for each regional Advisor Group. Identifies and leads continuous improvement, divisional and departmental projects to implement new capabilities and ease of doing business Trouble-shoot and adapt to the regulatory / industry / advisor trends to ensure we deliver our recruiting goals within the team and Thrivent's Advisor Ecosystem. Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Describe below the audience this role will interact with and level of influence they will have on those roles. Senior field leaders and Virtual Advice leaders - moderate to high influence Market Directors, Market Developers, Practice Growth Directors and Virtual Advice managers - high influence Capacity Growth & Development COE VP, Directors, managers - high influence Capacity Growth & Development COE team members, e.g. Contracting & Licensing Specialists, Launch Specialists - moderate to high influence Distribution Solutions, HRIS, DEI, Marketing, other corporate leaders - low to moderate influence QUALIFICATIONS & SKILLS: Required: College degree in HR, business, management or related business field or equivalent experience Demonstrated experience (5+ years) leading a team Skillset that will support focus on diverse talent acquisition Strong interpersonal communications and relationship building skills Excellent planning/organizing skills Excellent collaboration and relationship building skills Experience working with applicant tracking systems (e.g. Workday Recruiting) Experience using virtual communication tools and conducting virtual sourcing searches e.g. remote meeting technology Minimal travel may be required depending on business needs Preferred: Demonstrated experience (5+ years) leading a team specifically in talent acquisition or financial services Experience recruiting in the financial services industry or for sales positions Knowledge of tools, techniques and resources for recruiting sales candidates Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $54k-70k yearly est. Auto-Apply 5d ago
  • Mainframe CICS Systems Engineer- Vice President

    Morgan Stanley 4.6company rating

    Alpharetta, GA jobs

    As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions. Our Team The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters. Mainframe CICS Engineer The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues. Skills Required: * Knowledge of SMP/E, software upgrades and maintenance * Knowledge of all CICS parameters that control performance in a CICSPlex environment. * Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions * Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc. * Knowledge of the CICS resource definitions, including those that pertain to CICS region performance * Experienced with the CICS monitoring tools such as Sysview for CICS. * Ability to perform problem determination, dump analysis and performance tuning * Knowledge of Cobol to support application developers * Experience with Mainframe Websphere MQ * Excellent oral/written communication skills Skills desired: * Assembler, COBOL and REXX coding and knowledge of CICS Exits * Web application support in a CICS TS V6.x environment * Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility * Utilization of CICS Configuration Manager * Working knowledge of zOS & CICS Explorer * Understanding of CICS REST Services * Prior Application programming experience a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-210k yearly Auto-Apply 55d ago
  • Virtual Financial Advisor - Dallas

    Thrivent Financial 4.4company rating

    Dallas, TX jobs

    Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you'll gain experience working with clients virtually, gain confidence with Thrivent's Financial Planning Framework and Advice tools, and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We'll support your goal of joining a financial advisory team in your area or leading your own practice. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You'll receive the support, stability and opportunity of a Fortune 500 leader. And if you're new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you'll: Guide Christians and others who align with Thrivent's mission and values to create and maintain their financial plans, enabling lives of service and faith Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs Have access to a large existing client base, and have the ability to help your friends, family and natural market Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so Flexibility to work from home What You Bring Our culture and our people are special. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're: Self-disciplined, independent and driven to succeed Motivated by helping others and seeing them achieve their goals, not just selling products A natural coach or guide with strong interpersonal skills Positive, energetic & results oriented Collaborative and excited to contribute to your team Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66 State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days Eligibility to be securities registered and insurance licensed in all 50 states Sales experience Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage Satisfactory background check (criminal and financial) Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Comprehensive medical, vision and dental 401(k) matching and a pension plan Life and disability income insurance Maternity/paternity leave as well as adoption and surrogacy assistance Tuition reimbursement 4-weeks of paid time off, plus up to 20 hours of volunteer time off Well-being programs to help you manage your physical, emotional and financial health Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additional monthly sales bonuses based on sales results and your client impact. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable hourly wage range for this role is $24.03-$26.44 per hour, with additionally monthly sales bonuses based on sales results and your client impact. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
    $24-26.4 hourly Auto-Apply 60d+ ago

Learn more about Thrivent jobs