Financial Services Professional
Orange City, FL jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP
Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Financial Services Professional
Augusta, GA jobs
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
Commission structure designed to grow with you
Renewable income and Bonus programs
Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more
Retirement Savings Program
Wellness Consultant
Gulfport, MS jobs
**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health.
Job-Specific Requirements
Must have a Bachelor's degree in Business, Communications or health related field.
Must have at least one year work experience in a related field.
Must have excellent public speaking and presentation skills.
Previous experience within a health related field, including but not limited to program development design preferred.
Proficiency in Microsoft Word, PowerPoint, Access and Excel required.
Exposure to a mainframe preferred.
Must be able to work a flexible schedule.
Must be able to travel as necessary with overnight travel when applicable.
Must obtain a professional certification as determined by management.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
Wellness Consultant
Jackson, MS jobs
**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health.
Job-Specific Requirements
Must have a Bachelor's degree in Business, Communications or health related field.
Must have at least one year work experience in a related field.
Must have excellent public speaking and presentation skills.
Previous experience within a health related field, including but not limited to program development design preferred.
Proficiency in Microsoft Word, PowerPoint, Access and Excel required.
Exposure to a mainframe preferred.
Must be able to work a flexible schedule.
Must be able to travel as necessary with overnight travel when applicable.
Must obtain a professional certification as determined by management.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
Wellness Consultant
Meridian, MS jobs
**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health.
Job-Specific Requirements
Must have a Bachelor's degree in Business, Communications or health related field.
Must have at least one year work experience in a related field.
Must have excellent public speaking and presentation skills.
Previous experience within a health related field, including but not limited to program development design preferred.
Proficiency in Microsoft Word, PowerPoint, Access and Excel required.
Exposure to a mainframe preferred.
Must be able to work a flexible schedule.
Must be able to travel as necessary with overnight travel when applicable.
Must obtain a professional certification as determined by management.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
Wellness Consultant
Hattiesburg, MS jobs
**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health.
Job-Specific Requirements
Must have a Bachelor's degree in Business, Communications or health related field.
Must have at least one year work experience in a related field.
Must have excellent public speaking and presentation skills.
Previous experience within a health related field, including but not limited to program development design preferred.
Proficiency in Microsoft Word, PowerPoint, Access and Excel required.
Exposure to a mainframe preferred.
Must be able to work a flexible schedule.
Must be able to travel as necessary with overnight travel when applicable.
Must obtain a professional certification as determined by management.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
Wellness Consultant
Southaven, MS jobs
**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health.
Job-Specific Requirements
Must have a Bachelor's degree in Business, Communications or health related field.
Must have at least one year work experience in a related field.
Must have excellent public speaking and presentation skills.
Previous experience within a health related field, including but not limited to program development design preferred.
Proficiency in Microsoft Word, PowerPoint, Access and Excel required.
Exposure to a mainframe preferred.
Must be able to work a flexible schedule.
Must be able to travel as necessary with overnight travel when applicable.
Must obtain a professional certification as determined by management.
Blue Cross & Blue Shield of Mississippi is an Equal opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.
Sr. Investment Consultant and Talent Development Leader
Boston, NY jobs
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplySr. Investment Consultant and Talent Development Leader
New York, NY jobs
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplyMercer Investment Consulting Diversity Career Summit (for Freshmen and Sophomores) Virtual Event
New York, NY jobs
Company:MercerDescription:
Investment Consulting Diversity Career Summit
Do you have 2 days in January 2026 to connect with and learn from a global leader in wealth consulting?
Are you seeking to learn and grow professionally and personally this winter break?
If you answered “Yes” to those two questions - read on to learn more!
WHO WE ARE
We're Mercer - we believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries.
Mercer's Wealth business is a leading global provider of investment and retirement services. For more than 40 years, Mercer's Wealth business has provided advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers and other institutional investors.
As a Diverse Investment Career Summit participant, there are opportunities to learn about our traditional investment consulting track and our specialty consulting tracks within Mercer. You will be exposed to a fast-paced, energetic, action-oriented environment. Over the course of 2 days , we will provide you with analyst and consultant career paths, group networking, education and team building activities. This program is a unique opportunity to learn about a career in consulting and build a network for a future opportunities.
To learn more about Mercer's Wealth practice, please visit *************************************************************
WHAT WE VALUE
Strong analytical skills, both quantitative and qualitative, and working knowledge of Microsoft Office-Word, Excel, and PowerPoint
Knowledge of data analysis, project management, and presentation design
Excellent interpersonal, verbal, and written communication skills
Intellectual curiosity; seeking opportunities to develop new skills
Ability to work in teams and be flexible to work under tight deadlines and changing client needs
Strong organizational skills and attention to detail
QUALIFICATIONS:
Progress toward a bachelor's degree in finance, economics, mathematics, or interest in learning more about business-related areas,
Curiosity and interest in learning more about a career in investment consulting
Current freshman or sophomore graduating in 2028 or 2029
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
WHAT'S IN IT FOR YOU?
Gain a deeper understanding of the Mercer Wealth Investments business
Learn about the career paths for an analyst and consultant in Mercer Wealth Investments
Be introduced to Mercer Wealth solutions and technology
Opportunity to network with some of the smartest people in the industry
Fast track to future internships and full time analyst opportunities
Fun learning and team building events
Available from January 7th through January 8, 2026
JOIN US
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. We offer several Business Resource Groups (BRGs) that employees can participate in (MMC Pride, Rising Professionals, Racial, Ethnic & Multicultural Diversity) Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy.
WHAT'S NEXT?
Candidates selected will receive a video interview invitation via HireVue and will be required to complete a digital interview by December 31st 2025. We will review your application promptly and email you on or around December 31st to let you know whether or not you have been selected to participate with additional details for the event.
The Investment Consulting Diversity Career Summit will be held virtually via Zoom on January 7th from 1pm to 5pm eastern and January 8th from 12pm-4pm eastern.
COMPANY PROFILE
Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer's more than 25,000 employees are based in over 40 countries and the firm operates in over 140 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit ************************ Follow Mercer on Twitter @Mercer. For more information, visit *********************** follow us on LinkedIn and Twitter @lifeatmercer or subscribe to BRINK. For a glimpse into our culture check out our intern blog site at ************************************
Marsh McLennan offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at:
*******************
. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh McLennan Companies and its Affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employer
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Auto-ApplySr. Investment Consultant and Talent Development Leader
King of Prussia, PA jobs
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplySr. Investment Consultant and Talent Development Leader
Chicago, IL jobs
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplyInvestment Operations Senior Analyst
Boston, MA jobs
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:
Develop a broad understanding of all asset classes invested in by Global Atlantic
Support day-to-day reviews of investment guideline compliance reports
Assist with ongoing automation efforts
Launch of new sidecar compliance processes
Help respond to client inquires
Run ad-hoc analysis / scenario-based testing for our Investments Team
QUALIFICATIONS
Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field)
Understanding of Fixed Income asset
Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
Strong analytical and problem solving skill set
Ability to work with Portfolio Managers and senior management
Excellent communication and interpersonal skills to work in a fast paced, team environment
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role $72,000-$136,800 USD
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Auto-ApplySr. Investment Consultant and Talent Development Leader
Saint Louis, MO jobs
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplySenior Analyst, Investment Accounting
Boston, MA jobs
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
#LI-KS1
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
The base salary range for this role $59,000-$112,200 USD
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Auto-ApplySenior Fixed Income Investment Operations Analyst
Newport Beach, CA jobs
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration.
How you'll help move us forward:
Perform daily reconciliation of Security Master data across internal and external systems.
Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms.
Research and resolve discrepancies between trading and accounting systems.
Leverage querying tools to extract and analyze targeted security details.
Run automated validation checks to identify and address data quality issues.
Create and maintain reports to identify missing or inconsistent data.
Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy.
Produce timely and accurate 'gold-copy' investment data across assigned domains.
Execute and analyze daily and periodic data quality control queries.
Troubleshoot and resolve data feed issues, escalating when necessary.
Support regulatory and internal reporting requirements.
Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
Conduct root cause analysis of data errors and implement corrective actions.
Develop deep knowledge of assigned funds and securities to support global operational processes.
Participate in system testing, monitoring, and project-related activities.
Create, maintain, and enhance procedures and workflows to support data integrity and compliance.
Monitor end-of-day processing to ensure accurate data flow to downstream systems.
Provide support for ad hoc requests and coverage for team responsibilities as needed.
The experience you bring:
5+ years of experience in investment operations or other investment-related role
Hands on experience maintaining and reconciling Security Master data
College degree in finance, accounting, or equivalent work experience.
Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite
Proficiency in data querying tools (e.g., SQL, Python, Excel).
Substantial experience with trading platforms, investment accounting systems, and custodian data feeds.
Excellent analytical, problem-solving, and organizational skills.
Strong communication and interpersonal skills with the ability to collaborate across teams.
Demonstrate ownership and accountability for data accuracy and integrity.
Work effectively across departments and with external partners.
Manage multiple priorities and adapts to changing business needs.
Ensure high-quality outputs and thorough analysis.
What will make you stand out:
Experience with data governance frameworks and data quality initiatives.
Familiarity with regulatory reporting requirements.
Knowledge of data visualization tools (e.g., Power BI, Tableau).
Project management experience including documenting requirements
Expertise in Corporate Action Events
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
#LI-hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$48.33 - $59.07
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplySr Analyst, AI Enablement Strategy - Liberty Mutual Investments
Boston, MA jobs
The Company
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI
This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience.
The Position:
We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives.
Responsibilities:
Strategy & Governance:
Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership.
Stakeholder Enablement:
Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices.
Experimentation:
Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases.
Curiosity & Tool Proficiency:
Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects.
Capability Building:
Create playbooks, training, and self-service resources to raise AI literacy across the organization.
Project Management:
Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress.
Risk & Compliance:
Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions.
Qualifications
5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation.
Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned.
Practical knowledge of modern AI platforms, large language models, and MLOps concepts.
Proven ability to manage complex, multi stakeholder projects from ideation through rollout.
Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences.
Bachelor's degree required; advanced degree a plus.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
We can recommend jobs specifically for you! Click here to get started.
Auto-ApplySenior Analyst, Direct Lending - Liberty Mutual Investments
Boston, MA jobs
The Company
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI
The Position
LMI is actively searching for a Senior Analyst to join the Direct Lending team. This individual will be an integral member of the leveraged financed platform within the Global Credit Markets business. Dedicated to the Direct Lending strategy, this Senior Analyst will have responsibilities that provide for significant ownership of the end-to-end private credit investment process including sourcing, underwriting and ongoing portfolio monitoring of private loans.
Responsibilities:
Contribute as an integral member of the team to invest in private debt financings across the capital structure, with an emphasis on unitranche, first lien, and second lien loans
Support the investment process from start to finish, working closely with Team Leaders and Credit Research to conduct company and industry research, develop investment recommendations, and to manage loan positions post-closing of the initial investment
Contribute to the preparation of the investment committee memorandums (complete with financial projections) and support Team Leaders in the presentation of the team's investment recommendations to internal investment committees
Assist Team Leaders in the evaluation, structuring, and negotiation of economic and legal terms at both the term sheet stage and during final documentation
Actively monitor the performance of existing investments and maintain relationships post-close with key investment participants, including the Borrower / Sponsor and Agent; provide detailed updates to team members during scheduled portfolio reviews and as needed on an ad-hoc basis
Collaborate cross-functionally with additional LMI teams including Legal, Finance, Accounting and Risk Management to execute transactions and manage the portfolio
Engage externally with other market participants (e.g. other direct lenders and buyside investors, bankers, advisers, and third-party consultants) as part of the overall investment process
Support relationship coverage with private equity firms across the lower, middle, and large market, as well as other deal sources to help meet the team's origination targets
Qualifications
3+ years of experience, including a minimum of 1+ years in investing, preferably within the direct lending / private credit space
Previous experience in underwriting and monitoring credit investments
Proven ability to interact with, assess, and build relationships internally as well as externally, with Borrowers, Sponsors and other market participants
Previous experience with credit agreement documentation and/or other relevant legal documentation
Ability to identify company, industry, and market risks and opportunities, and to evaluate risk mitigation strategies
Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights derived during the due diligence process
Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business
Strong academic credentials and a demonstrated track record of successful work experience
Proven ability to work collaboratively in team environments
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
Philadelphia
San Francisco
We can recommend jobs specifically for you! Click here to get started.
Auto-ApplySr. Investment Operations Analyst II
Newport Beach, CA jobs
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplyOliver Wyman - Analyst - Financial Services Quantitative Analytics (FSQA)
Raleigh, NC jobs
Company:Oliver WymanDescription:
Job title: Analyst - Financial Services Quantitative Analytics (FSQA)
Office/region: Raleigh, NC
Eligibility: Class of 2026; Permanent US work authorization or students eligible under STEM OPT extension (up to 3 years)
About Oliver Wyman
Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit *******************
Team overview:
Oliver Wyman's Financial Services Quantitative Analysis (FSQA) team is a dynamic, fast-growing team of quantitative analytics specialists. We bring sophisticated analytics capabilities including machine learning and generative AI to bear on business-critical problems for our clients predominantly in the financial services industry.
Clients hire us for our depth of insight and expertise; expertise that comes from a combination of specialized domain knowledge and deep data science and engineering capabilities. The current focus area for our Raleigh team is on solving quantitative problems for the Financial Services industry, but there are also opportunities to serve clients in other industries on topics like Supply Chain Management analytics.
We combine analytical rigor with a relentless focus on client impact. We are passionate about developing our people and support your career progression, including a path to Partner. We are looking for candidates who are excited to work in an entrepreneurial environment, focused on delivering impact through analytics.
The role:
Working with us offers excellent career and growth opportunities for highly motivated college graduates from quantitative disciplines with some exposure to data analytics and model development.
This is a client-facing, project-based analytics role, and some travel to client sites is to be expected as part of building client relationships and setting projects on a solid foundation, but most of our work can be conducted from Raleigh. We will make flexible working hours and market leading work life balance a priority considering your individual needs.
The ideal candidates will possess strong technical skills, capability to work in teams, deliver pieces of work efficiently and under high quality standards and have an open and flexible mindset.
Responsibilities will include:
You will work as part of our small, fast-growing team, in coordination with other Oliver Wyman teams and clients across the globe
You will work with large and complex data sets producing customized analyses and advanced models using statistical techniques for the client's needs
You will be given ownership of the model development from start to finish with guidance from experienced managers
You will work on summarizing, presenting and documenting the performed analyses and features of the developed solutions in client-ready formats
Required skills and experience:
Working towards a Bachelor's or Master's degree in a quantitative discipline, e.g. Mathematics, Statistics, Physics, Economics, Data Science, Computer Science or Engineering
Strong analytics and communication skills
Strong coding skills in one or several common languages, i.e. Python, SQL, R
Experience in advanced analytics and data manipulation
Familiarity with generative AI models
Experience working effectively and collaboratively in a team, while being sufficiently self-directed to meet deadlines and produce high-quality output when working independently
Be able to find innovative, practical and flexible solutions to business issues
Excellent command of English language (verbal and written)
The ideal candidate will also have some previous specific experience (through internships or course work) in one or more of our current domain focus areas:
Financial services: e.g. credit risk measurement, market risk measurement, liquidity management, stress testing, financial modelling, model validation, derivatives pricing
Supply Chain analytics: e.g. demand forecasting, network optimization, operations planning
This role is located in Raleigh, NC. Our other office locations are not options for this role.
*
Please note: Earliest start dates for this role will range from mid-summer to late fall of 2026.
Start dates are assigned based on business need.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Auto-Apply