51 jobs found

Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance TMS Quality Operations within the CX Compliance team, you will be responsible for conducting a review of end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels as well as deliver feedback to agents to drive continuous improvement in compliance handling. What you'll be doing: Duties will be split 50/50 between US Escalations investigations casework and Subject Matter Expert work, to include leadership support as directed. Minimum 5 years of professional experience and 3 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on AML, compliance, or regulatory matters. Minimum of 3 years of relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2731 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $99,365 $99,365 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI Disclosure For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations at

Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Compliance team within Customer Experience (CX) is responsible for developing and delivering best in class support across multiple customer segments. The Global Compliance Operations Team is responsible for executing Compliance controls with adherence to Coinbase's BSA/AML program, transaction monitoring, KYC, CDD, and EDD policies, procedures and standards appropriate for each jurisdiction in which Coinbase operates. As a Compliance Support Supervisor, you will lead a team of 10-15 Compliance Analysts responsible for enhanced due diligence (EDD), transaction monitoring, to include preparation and filing of Suspicious Activity Reports (SAR). The supervisor sets a culture of ownership and customer focus on their teams by supporting individual and team goals and ensuring best in class customer service experiences through the team. Supervisors also identify broader customer impacting issues and work with technical and nontechnical teams to implement solutions to drive quality and productivity of operations. What you'll be doing: Lead a team of 10-15 Compliance (Transaction Monitoring / AML and Fraud Investigations/EDD) Analysts; Ensure adherence to operational KPIs from directs and vendor partners or overall performance and the quality. Coordinate with senior management and provide insights for process improvement. Communicate effectively with your team to drive individual and group performance. Champion change management with your team. Ask the question "How does this create value for customers" when making decision Lead a "culture of compliance" Subject matter expert in AML compliance Partner with Financial Crimes and second line compliance partners to execute against Coinbase's AML program What we look for in you: Bachelor's degree or 5+ years of experience within the Compliance field. 2-3+ year of supervisory experience Working knowledge of financial laws, regulations, and guidelines (e.g., BSA, OFAC, FinCEN guidance) Positive energy on the future of crypto and Web3 Excellent communication skills (written and verbal), ability to simplify complex topics for broad audiences Experience working computers and multiple software and database systems Ability to thrive in ambiguous environments Nice to haves: Compliance Industry certification (e.g. ACAMS) Advanced understanding of Google apps Project Management, Scrum, Agile, or Lean 6S certification/experience. Familiarity with the Coinbase suite of products Note: This role requires full-time, in-office presence at our Charlotte location. Job #: G2707 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $117,385 $117,385 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI Disclosure For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations at

Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. The Compliance team within Customer Experience (CX) is responsible for developing and delivering best in class support across multiple customer segments. The Global Compliance Operations Team is responsible for executing Compliance controls with adherence to Coinbase's BSA/AML program, transaction monitoring, KYC, CDD, and EDD policies, procedures and standards appropriate for each jurisdiction in which Coinbase operates. As a Compliance Support Supervisor, you will lead a team of 10-15 Compliance Analysts responsible for enhanced due diligence (EDD), transaction monitoring, to include preparation and filing of Suspicious Activity Reports (SAR). The supervisor sets a culture of ownership and customer focus on their teams by supporting individual and team goals and ensuring best in class customer service experiences through the team. Supervisors also identify broader customer impacting issues and work with technical and nontechnical teams to implement solutions to drive quality and productivity of operations. What you'll be doing: Lead a team of 10-15 Compliance (Transaction Monitoring / AML and Fraud Investigations/EDD) Analysts; Ensure adherence to operational KPIs from directs and vendor partners or overall performance and the quality. Coordinate with senior management and provide insights for process improvement. Communicate effectively with your team to drive individual and group performance. Champion change management with your team. Ask the question "How does this create value for customers" when making decision Lead a "culture of compliance" Subject matter expert in AML compliance Partner with Financial Crimes and second line compliance partners to execute against Coinbase's AML program What we look for in you: Bachelor's degree or 5+ years of experience within the Compliance field. 2-3+ year of supervisory experience Working knowledge of financial laws, regulations, and guidelines (e.g., BSA, OFAC, FinCEN guidance) Positive energy on the future of crypto and Web3 Excellent communication skills (written and verbal), ability to simplify complex topics for broad audiences Experience working computers and multiple software and database systems Ability to thrive in ambiguous environments Nice to haves: Compliance Industry certification (e.g. ACAMS) Advanced understanding of Google apps Project Management, Scrum, Agile, or Lean 6S certification/experience. Familiarity with the Coinbase suite of products Note: This role requires full-time, in-office presence at our Charlotte location. Job #: G2707 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $117,385 $117,385 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Employee Rights and the Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here. AI Disclosure For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment . To request a reasonable accommodation due to disability, please contact accommodations at

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelors Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Required Preferred Job Industries Other

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

Product Owner for Tax Planning Ventures (Labs), VP LPL Financial JOB DESCRIPTION & QUALIFICATIONS Remote workers welcome! Do you have experience ideating and incubating new products and services? Are you passionate about fintech innovation and helping clients receive the best financial advice? Do you have experience providing Financial/Tax Planning advice to financial advisors and/or end clients? If so, the Product Owner for Tax Planning Ventures role in our Innovation Labs could be for you! The Product Owner will be responsible for discovering, testing and incubating new disruptive ways to help our financial advisors provide tax planning advice as a standalone service or in connection with broader financial planning analyses. You will start by exploring with advisors and clients the world of tax planning, set a vision of how LPL should help advisors in this space and build the business and operations from the ground up. We are looking for bold visionaries who can connect their visions to execution, and incubate + build something special. Strong knowledge in financial/tax planning will be a key differentiator. In a post-covid world, you are welcome to join us in our San Diego offices or work remotely anywhere in the US, your choice! As a Product Manager you will? Own the vision and product discovery, in partnership with our Labs service designers and strategists, defining not only what the service would look like but defining the business model, pricing, investment needs and operations Research and articulate the different types of services that a Tax Planning service should cover Lead the service discovery process and interact with advisors to receive feedback and uncover insights on what parts of the service work and what/how needs to be improved. Design, implement and run pilots with different cohorts to A/B test different features and operations, track results and take a data-driven approach to iterate and find value. Conduct pricing/unit economics analyses and create the business case for the service Build the team from discovery to full launch based on needs, including tax planning experts, engineers, marketing, etc. Work closely with a multi-faceted and dynamic team of strategists, designers, business operations, and analysts from the broader Venture Labs. Interact with Management Committee senior leaders to articulate the vision, share progress and collaborate on key business decisions. YOUR QUALIFICATIONS We are looking for a high energy, versatile thinker-doer with a strong understanding of financial/tax planning with some experience in new product development process. The Product Owner will have a unique opportunity to shape, build and own new service within the New Ventures Labs. We are looking for people with strong organizational, critical thinking and analytical skills who see the power in creating services that will help extend financial guidance to more people. The minimum requirements we seek: 3 years of experience in either business & product management, or strategy consulting in areas that include: product strategy corporate strategy, innovation and new ventures 2 years of experience in Tax Planning in the context of financial advisory practices Our preferred requirements: CFP, CPA or CFA is a very strong plus. 2+ years experience in building and launching new services Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner. Experience with Lean Start-up methodology and human-centered design, building services iteratively based on constant feedback from advisors/clients Experience in designing, implementing, re-defining business models, products and services while driving strategic growth. Knowledge of or background in financial services with a passion for fintech and/or extending financial guidance to as many people as possible Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. Moreover, your will be a key member of LPL's New Ventures Labs, our corporate incubator where we explore and incubate the next generation of services to make our advisors life easier so that they can focus on taking care of their clients. We look for bold visionaries that are not afraid to question the status quo and reinvent how things are done in the industry and within LPL. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Learn more about how it is like to work at LPL, our benefits and our social responsibility values! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it's like to work at LPL? Watch this ! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an lfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at .

About the team The Zillow Group Legal and Compliance Department is a team of skilled legal professionals and fun people who enjoy working in a collaborative environment within an innovative, fast-paced tech and media company. About the role The Zillow Group Legal and Compliance team is looking for an Equity Manager to join our Corporate and Securities Legal team (Corporate Legal)! Working under the direction of Corporate Legal and supervising an Equity Analyst, this position is responsible for the end-to-end administration of Zillow Group equity plans. The position requires a high level of collaboration, working cross-functionally with Accounting, HR, Payroll and external partners to ensure sound compliance and reporting. Additional responsibilities include: Responsible for the accurate and timely administration of equity related activities, including equity award grants, option exercises, RSU releases, terminations, cancelations and modifications. Manage and develop an Equity Analyst direct report by providing supervision of daily tasks, mentorship, goal-setting, and growth projects and opportunities. Ensure tax, regulatory, legal, and SOX compliance requirements are met timely and accurately and in compliance with governing stock plan agreements. Lead the employee education program for equity, including distribution of educational materials, live presentations, facilitation of Q&A and regular office hours. Provide excellent customer service to equity participants at all levels of the organization. Maintain database integrity and ensure accurate recordkeeping of all equity data. Support timely and accurate reporting to external regulatory filings (SEC Form 4, Proxy Statement, Form 10-K and10-Q disclosures). Develop and maintain documentation of equity-related processes and controls for internal and external audits. Provide insights regarding administration of Insider Trading Policy, Trading Windows and pre-clearance requirements. Manage relationships with third-party service providers supporting the equity platform (platform provider; transfer agent). Drive process improvement and innovation to scale equity administration functions. Represent the equity function as a subject matter specialist in automation opportunities, M&A, and other strategic projects. Other responsibilities, tasks, and ad hoc requests as needed. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. Who you are Strong written and verbal communication skills, including interpersonal and presentation skills. Ability to prioritize tasks and meet strict reporting deadlines. Stellar project and process management skills. Proficiency in financial systems and strong intuition for business. Highest standards of accuracy, organization and precision. Ability to explain complex equity concepts to all levels of the organization. Excellent executive presence; this role intersects with our Section 16 officers & senior executives at the company. A collaborative, energetic, and innovative leadership style; experience mentoring and coaching both peers and direct reports. Preferred Qualifications: 5 + years of progressive administration experience in equity programs. A BS/BA degree in Economics, Finance, Business Administration or other related field of study. Certified Equity Professional (CEP) Level 2 certification is strongly preferred. Experience working directly with EquiView by Charles Schwab or other major third-party equity platform providers. Broad experience with different equity award types and plans. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and world-class benefits . But don't just take our word for it. Read our reviews on Glassdoor and recent recognition from multiple organizations, including: Fortune's 100 Best Companies to Work For® List 2021 Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. See what information we collect about you.

About the team The Zillow Group Legal and Compliance Department is a team of skilled legal professionals and fun people who enjoy working in a collaborative environment within an innovative, fast-paced tech and media company. About the role The Zillow Group Legal and Compliance team is looking for an Equity Manager to join our Corporate and Securities Legal team (Corporate Legal)! Working under the direction of Corporate Legal and supervising an Equity Analyst, this position is responsible for the end-to-end administration of Zillow Group equity plans. The position requires a high level of collaboration, working cross-functionally with Accounting, HR, Payroll and external partners to ensure sound compliance and reporting. Additional responsibilities include: Responsible for the accurate and timely administration of equity related activities, including equity award grants, option exercises, RSU releases, terminations, cancelations and modifications. Manage and develop an Equity Analyst direct report by providing supervision of daily tasks, mentorship, goal-setting, and growth projects and opportunities. Ensure tax, regulatory, legal, and SOX compliance requirements are met timely and accurately and in compliance with governing stock plan agreements. Lead the employee education program for equity, including distribution of educational materials, live presentations, facilitation of Q&A and regular office hours. Provide excellent customer service to equity participants at all levels of the organization. Maintain database integrity and ensure accurate recordkeeping of all equity data. Support timely and accurate reporting to external regulatory filings (SEC Form 4, Proxy Statement, Form 10-K and10-Q disclosures). Develop and maintain documentation of equity-related processes and controls for internal and external audits. Provide insights regarding administration of Insider Trading Policy, Trading Windows and pre-clearance requirements. Manage relationships with third-party service providers supporting the equity platform (platform provider; transfer agent). Drive process improvement and innovation to scale equity administration functions. Represent the equity function as a subject matter specialist in automation opportunities, M&A, and other strategic projects. Other responsibilities, tasks, and ad hoc requests as needed. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. Who you are Strong written and verbal communication skills, including interpersonal and presentation skills. Ability to prioritize tasks and meet strict reporting deadlines. Stellar project and process management skills. Proficiency in financial systems and strong intuition for business. Highest standards of accuracy, organization and precision. Ability to explain complex equity concepts to all levels of the organization. Excellent executive presence; this role intersects with our Section 16 officers & senior executives at the company. A collaborative, energetic, and innovative leadership style; experience mentoring and coaching both peers and direct reports. Preferred Qualifications: 5 + years of progressive administration experience in equity programs. A BS/BA degree in Economics, Finance, Business Administration or other related field of study. Certified Equity Professional (CEP) Level 2 certification is strongly preferred. Experience working directly with EquiView by Charles Schwab or other major third-party equity platform providers. Broad experience with different equity award types and plans. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and world-class benefits. But don't just take our word for it. Read our reviews on Glassdoor and recent recognition from multiple organizations, including: Fortune's 100 Best Companies to Work For® List 2021 Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. See what information we collect about you.