201 Third Street (61049), United States of America, San Francisco, California Senior Manager, Generative AI Product Engineering - People Leader - (Remote Eligible) Our mission at Capital One is to create trustworthy, reliable and human-in-the-loop AI systems, changing banking for good. For years, Capital One has been leading the industry in using machine learning to create real-time, intelligent, automated customer experiences. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. Because of our investments in public cloud infrastructure and machine learning platforms, we are now uniquely positioned to harness the power of AI. We are committed to building world-class applied science and engineering teams and continue our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities, to reimagine how we serve our customers and businesses who have come to love the products and services we build. We are looking for an experienced Sr. Manager to help build and maintain APIs and SDKs to train, fine-tune and access AI models at scale. You will work as part of our Enterprise AI team and build systems that will enable our users to work with Large-Language Models (LLMs) and Foundation Models (FMs), using our public cloud infrastructure. You will work with a team of world-class AI engineers and researchers to design and implement key API products and services of our capabilities and enable real-time customer-facing applications powered by these capabilities. Examples of projects you will work on include: Architect, build and deploy well-managed core APIs and SDKs to access LLMs and our proprietary FMs including training, fine-tuning and prompting tasks, including orchestration SDKs. Design APIs for performance, real-time applications, scale, ease of use and governance automation. Develop application-specific interfaces that leverage LLMs and FMs to continue to enhance the associate and customer experience Enable our users to build new AI capabilities Develop tools and processes to monitor API access patterns and operational health. Design and implement AI safety and guardrails in the API layer working closely with researchers. Capital One is open to hiring a Remote Employee for this opportunity Basic Qualifications: Bachelor's degree in Computer Science, Computer Engineering or a technical field. At least 8 years of experience programming with Python, Go, Scala, or C/C++ At least 5 years of experience designing and building and deploying ML applications. At least 2 years of experience mentoring and leading teams developing AI and Machine Learning solutions At least 4 years of people management experience. Preferred Qualifications: Familiarity with building large-scale AI products or platforms for NLP, speech, computer vision, or recommendation systems serving millions of users. Ability to move fast in an environment with ambiguity at times, and with competing priorities and deadlines. Experience at tech and product-driven companies/startups preferred. Ability to iterate rapidly with researchers and engineers to improve a product experience while building the foundational capabilities Familiarity with deploying large neural network models in demanding production environments. Have experience with API security, observability, cloud access control and privacy best practices. Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York City (Hybrid On-Site): $234,700 - $267,900 for Sr. Mgr, Machine Learning Engineering San Francisco, California (Hybrid On-Site): $248,700 - $283,800 for Sr. Mgr, Machine Learning Engineering Remote (Regardless of Location): $198,900 - $227,000 for Sr. Mgr, Machine Learning Engineering Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
04/28/2024
Full time
201 Third Street (61049), United States of America, San Francisco, California Senior Manager, Generative AI Product Engineering - People Leader - (Remote Eligible) Our mission at Capital One is to create trustworthy, reliable and human-in-the-loop AI systems, changing banking for good. For years, Capital One has been leading the industry in using machine learning to create real-time, intelligent, automated customer experiences. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. Because of our investments in public cloud infrastructure and machine learning platforms, we are now uniquely positioned to harness the power of AI. We are committed to building world-class applied science and engineering teams and continue our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities, to reimagine how we serve our customers and businesses who have come to love the products and services we build. We are looking for an experienced Sr. Manager to help build and maintain APIs and SDKs to train, fine-tune and access AI models at scale. You will work as part of our Enterprise AI team and build systems that will enable our users to work with Large-Language Models (LLMs) and Foundation Models (FMs), using our public cloud infrastructure. You will work with a team of world-class AI engineers and researchers to design and implement key API products and services of our capabilities and enable real-time customer-facing applications powered by these capabilities. Examples of projects you will work on include: Architect, build and deploy well-managed core APIs and SDKs to access LLMs and our proprietary FMs including training, fine-tuning and prompting tasks, including orchestration SDKs. Design APIs for performance, real-time applications, scale, ease of use and governance automation. Develop application-specific interfaces that leverage LLMs and FMs to continue to enhance the associate and customer experience Enable our users to build new AI capabilities Develop tools and processes to monitor API access patterns and operational health. Design and implement AI safety and guardrails in the API layer working closely with researchers. Capital One is open to hiring a Remote Employee for this opportunity Basic Qualifications: Bachelor's degree in Computer Science, Computer Engineering or a technical field. At least 8 years of experience programming with Python, Go, Scala, or C/C++ At least 5 years of experience designing and building and deploying ML applications. At least 2 years of experience mentoring and leading teams developing AI and Machine Learning solutions At least 4 years of people management experience. Preferred Qualifications: Familiarity with building large-scale AI products or platforms for NLP, speech, computer vision, or recommendation systems serving millions of users. Ability to move fast in an environment with ambiguity at times, and with competing priorities and deadlines. Experience at tech and product-driven companies/startups preferred. Ability to iterate rapidly with researchers and engineers to improve a product experience while building the foundational capabilities Familiarity with deploying large neural network models in demanding production environments. Have experience with API security, observability, cloud access control and privacy best practices. Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York City (Hybrid On-Site): $234,700 - $267,900 for Sr. Mgr, Machine Learning Engineering San Francisco, California (Hybrid On-Site): $248,700 - $283,800 for Sr. Mgr, Machine Learning Engineering Remote (Regardless of Location): $198,900 - $227,000 for Sr. Mgr, Machine Learning Engineering Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Job Responsibilities Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Performs as subject matter advisor and may serve as point of escalation and become actively involved, as required, to meet schedules and resolve problems highly complex in nature. Manages issues proactively, including timely resolution and the identification of remediation opportunities. Develops software programs, algorithms, dashboards, information tools, and queries to clean, model, integrate and evaluate datasets. Keeps abreast of new analytic methodologies and technologies. Collaborates with functional business units to drive business solutions and direction. Establishes credibility with partners while managing expectations. Ensures frequent, continuous and effective communications with team members, and with stakeholders to set expectations and negotiate priorities appropriately, via both formal and informal channels / mechanisms. May develop budget for functional area. Manages budget to plan. May be accountable for area budget and delivering against business goals/objectives. Stays abreast of industry leading best practices and brings them to the attention of the leadership team for innovative application. May develop partnerships (and relationships) with internal and external stakeholders to meet business needs. Allocates available resources to meet operating objectives. Develops and mentors staff through on-boarding, open communication, training and development opportunities and performance management processes; builds and maintains employee morale and motivation; ensures the team is appropriately staffed with required competencies; fosters a diverse and inclusive workplace. About Walgreens and WBA Walgreens () is included in the U.S. Retail Pharmacy and U.S. Healthcare segments of Walgreens Boots Alliance, Inc. (Nasdaq WBA), an integrated healthcare, pharmacy and retail leader with a 170 year heritage of caring for communities. WBAs purpose is to create more joyful lives through better health. Operating nearly 9,000 retail locations across America, Puerto Rico and the U.S. Virgin Islands, Walgreens is proud to be a neighborhood health destination serving nearly 10 million customers each day. Walgreens pharmacists play a critical role in the U.S. healthcare system by providing a wide range of pharmacy and healthcare services, including those that drive equitable access to care for the nations medically underserved populations. To best meet the needs of customers and patients, Walgreens offers a true omnichannel experience, with fully integrated physical and digital platforms supported by the latest technology to deliver high quality products and services in communities nationwide The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit "An Equal Opportunity Employer, including disability/veterans". Basic Qualifications Bachelor's degree and at least 4 years of experience in quantitative or computational functions; or graduate degree in a quantitative, computational or technical discipline and at least 2 years of experience in quantitative or computational functions. Experience with analytics and statistical software such as SQL, R, Python, Excel, Hadoop, SAS, SPSS and/or others to perform analysis and interpret data Deep knowledge of SQL Deep knowledge of open source data science and statistics packages such as Python, R, Spark, etc. Experience establishing and maintaining key relationships with internal (peers, business partners and leadership) and external (business community, clients and vendors) within a matrix organization to develop strategies that meet department goals within budget and timelines. At least 2 years of experience contributing to financial decisions in the workplace. At least 2 years of direct leadership, indirect leadership and/or cross-functional team leadership. Willing to travel up to 10% of the time for business purposes (within state and out of state). Preferred Qualifications Graduate degree in a quantitative, computational or technical discipline Experience interacting at the executive level Experience leading cross-functional teams. An employee in this position can expect a salary/hourly rate between $122,600 and $196,200 p lus bonus pursuant to the terms of any bonus plan, if applicable. The actual compensation offered will depend on experience, seniority, geographic locations, and other factors permitted by law. To review benefits, please click here .
04/26/2024
Full time
Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Job Responsibilities Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Performs as subject matter advisor and may serve as point of escalation and become actively involved, as required, to meet schedules and resolve problems highly complex in nature. Manages issues proactively, including timely resolution and the identification of remediation opportunities. Develops software programs, algorithms, dashboards, information tools, and queries to clean, model, integrate and evaluate datasets. Keeps abreast of new analytic methodologies and technologies. Collaborates with functional business units to drive business solutions and direction. Establishes credibility with partners while managing expectations. Ensures frequent, continuous and effective communications with team members, and with stakeholders to set expectations and negotiate priorities appropriately, via both formal and informal channels / mechanisms. May develop budget for functional area. Manages budget to plan. May be accountable for area budget and delivering against business goals/objectives. Stays abreast of industry leading best practices and brings them to the attention of the leadership team for innovative application. May develop partnerships (and relationships) with internal and external stakeholders to meet business needs. Allocates available resources to meet operating objectives. Develops and mentors staff through on-boarding, open communication, training and development opportunities and performance management processes; builds and maintains employee morale and motivation; ensures the team is appropriately staffed with required competencies; fosters a diverse and inclusive workplace. About Walgreens and WBA Walgreens () is included in the U.S. Retail Pharmacy and U.S. Healthcare segments of Walgreens Boots Alliance, Inc. (Nasdaq WBA), an integrated healthcare, pharmacy and retail leader with a 170 year heritage of caring for communities. WBAs purpose is to create more joyful lives through better health. Operating nearly 9,000 retail locations across America, Puerto Rico and the U.S. Virgin Islands, Walgreens is proud to be a neighborhood health destination serving nearly 10 million customers each day. Walgreens pharmacists play a critical role in the U.S. healthcare system by providing a wide range of pharmacy and healthcare services, including those that drive equitable access to care for the nations medically underserved populations. To best meet the needs of customers and patients, Walgreens offers a true omnichannel experience, with fully integrated physical and digital platforms supported by the latest technology to deliver high quality products and services in communities nationwide The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit "An Equal Opportunity Employer, including disability/veterans". Basic Qualifications Bachelor's degree and at least 4 years of experience in quantitative or computational functions; or graduate degree in a quantitative, computational or technical discipline and at least 2 years of experience in quantitative or computational functions. Experience with analytics and statistical software such as SQL, R, Python, Excel, Hadoop, SAS, SPSS and/or others to perform analysis and interpret data Deep knowledge of SQL Deep knowledge of open source data science and statistics packages such as Python, R, Spark, etc. Experience establishing and maintaining key relationships with internal (peers, business partners and leadership) and external (business community, clients and vendors) within a matrix organization to develop strategies that meet department goals within budget and timelines. At least 2 years of experience contributing to financial decisions in the workplace. At least 2 years of direct leadership, indirect leadership and/or cross-functional team leadership. Willing to travel up to 10% of the time for business purposes (within state and out of state). Preferred Qualifications Graduate degree in a quantitative, computational or technical discipline Experience interacting at the executive level Experience leading cross-functional teams. An employee in this position can expect a salary/hourly rate between $122,600 and $196,200 p lus bonus pursuant to the terms of any bonus plan, if applicable. The actual compensation offered will depend on experience, seniority, geographic locations, and other factors permitted by law. To review benefits, please click here .
Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Job Responsibilities Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Performs as subject matter advisor and may serve as point of escalation and become actively involved, as required, to meet schedules and resolve problems highly complex in nature. Manages issues proactively, including timely resolution and the identification of remediation opportunities. Develops software programs, algorithms, dashboards, information tools, and queries to clean, model, integrate and evaluate datasets. Keeps abreast of new analytic methodologies and technologies. Collaborates with functional business units to drive business solutions and direction. Establishes credibility with partners while managing expectations. Ensures frequent, continuous and effective communications with team members, and with stakeholders to set expectations and negotiate priorities appropriately, via both formal and informal channels / mechanisms. May develop budget for functional area. Manages budget to plan. May be accountable for area budget and delivering against business goals/objectives. Stays abreast of industry leading best practices and brings them to the attention of the leadership team for innovative application. May develop partnerships (and relationships) with internal and external stakeholders to meet business needs. Allocates available resources to meet operating objectives. Develops and mentors staff through on-boarding, open communication, training and development opportunities and performance management processes; builds and maintains employee morale and motivation; ensures the team is appropriately staffed with required competencies; fosters a diverse and inclusive workplace. About Walgreens and WBA Walgreens () is included in the U.S. Retail Pharmacy and U.S. Healthcare segments of Walgreens Boots Alliance, Inc. (Nasdaq WBA), an integrated healthcare, pharmacy and retail leader with a 170 year heritage of caring for communities. WBAs purpose is to create more joyful lives through better health. Operating nearly 9,000 retail locations across America, Puerto Rico and the U.S. Virgin Islands, Walgreens is proud to be a neighborhood health destination serving nearly 10 million customers each day. Walgreens pharmacists play a critical role in the U.S. healthcare system by providing a wide range of pharmacy and healthcare services, including those that drive equitable access to care for the nations medically underserved populations. To best meet the needs of customers and patients, Walgreens offers a true omnichannel experience, with fully integrated physical and digital platforms supported by the latest technology to deliver high quality products and services in communities nationwide The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit "An Equal Opportunity Employer, including disability/veterans". Basic Qualifications Bachelor's degree and at least 4 years of experience in quantitative or computational functions; or graduate degree in a quantitative, computational or technical discipline and at least 2 years of experience in quantitative or computational functions. Experience with analytics and statistical software such as SQL, R, Python, Excel, Hadoop, SAS, SPSS and/or others to perform analysis and interpret data Deep knowledge of SQL Deep knowledge of open source data science and statistics packages such as Python, R, Spark, etc. Experience establishing and maintaining key relationships with internal (peers, business partners and leadership) and external (business community, clients and vendors) within a matrix organization to develop strategies that meet department goals within budget and timelines. At least 2 years of experience contributing to financial decisions in the workplace. At least 2 years of direct leadership, indirect leadership and/or cross-functional team leadership. Willing to travel up to 10% of the time for business purposes (within state and out of state). Preferred Qualifications Graduate degree in a quantitative, computational or technical discipline Experience interacting at the executive level Experience leading cross-functional teams. An employee in this position can expect a salary/hourly rate between $122,600 and $196,200 p lus bonus pursuant to the terms of any bonus plan, if applicable. The actual compensation offered will depend on experience, seniority, geographic locations, and other factors permitted by law. To review benefits, please click here .
04/25/2024
Full time
Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Job Responsibilities Manages the daily operational activities that develop and implement tactical plans for specified area. Oversees team(s) assigned to projects and may manage implementations. Ensures resources are accurately allocated in line with tactical plans and appropriately accounted for. Designs, develops, and implements methods, processes and systems to consolidate and analyze diverse data sets including structured and unstructured. Performs as subject matter advisor and may serve as point of escalation and become actively involved, as required, to meet schedules and resolve problems highly complex in nature. Manages issues proactively, including timely resolution and the identification of remediation opportunities. Develops software programs, algorithms, dashboards, information tools, and queries to clean, model, integrate and evaluate datasets. Keeps abreast of new analytic methodologies and technologies. Collaborates with functional business units to drive business solutions and direction. Establishes credibility with partners while managing expectations. Ensures frequent, continuous and effective communications with team members, and with stakeholders to set expectations and negotiate priorities appropriately, via both formal and informal channels / mechanisms. May develop budget for functional area. Manages budget to plan. May be accountable for area budget and delivering against business goals/objectives. Stays abreast of industry leading best practices and brings them to the attention of the leadership team for innovative application. May develop partnerships (and relationships) with internal and external stakeholders to meet business needs. Allocates available resources to meet operating objectives. Develops and mentors staff through on-boarding, open communication, training and development opportunities and performance management processes; builds and maintains employee morale and motivation; ensures the team is appropriately staffed with required competencies; fosters a diverse and inclusive workplace. About Walgreens and WBA Walgreens () is included in the U.S. Retail Pharmacy and U.S. Healthcare segments of Walgreens Boots Alliance, Inc. (Nasdaq WBA), an integrated healthcare, pharmacy and retail leader with a 170 year heritage of caring for communities. WBAs purpose is to create more joyful lives through better health. Operating nearly 9,000 retail locations across America, Puerto Rico and the U.S. Virgin Islands, Walgreens is proud to be a neighborhood health destination serving nearly 10 million customers each day. Walgreens pharmacists play a critical role in the U.S. healthcare system by providing a wide range of pharmacy and healthcare services, including those that drive equitable access to care for the nations medically underserved populations. To best meet the needs of customers and patients, Walgreens offers a true omnichannel experience, with fully integrated physical and digital platforms supported by the latest technology to deliver high quality products and services in communities nationwide The actual salary an employee can expect to receive, plus bonus pursuant to the terms of any bonus plan if applicable, will depend on experience, seniority, geographic location, and other factors permitted by law. To review benefits, please visit "An Equal Opportunity Employer, including disability/veterans". Basic Qualifications Bachelor's degree and at least 4 years of experience in quantitative or computational functions; or graduate degree in a quantitative, computational or technical discipline and at least 2 years of experience in quantitative or computational functions. Experience with analytics and statistical software such as SQL, R, Python, Excel, Hadoop, SAS, SPSS and/or others to perform analysis and interpret data Deep knowledge of SQL Deep knowledge of open source data science and statistics packages such as Python, R, Spark, etc. Experience establishing and maintaining key relationships with internal (peers, business partners and leadership) and external (business community, clients and vendors) within a matrix organization to develop strategies that meet department goals within budget and timelines. At least 2 years of experience contributing to financial decisions in the workplace. At least 2 years of direct leadership, indirect leadership and/or cross-functional team leadership. Willing to travel up to 10% of the time for business purposes (within state and out of state). Preferred Qualifications Graduate degree in a quantitative, computational or technical discipline Experience interacting at the executive level Experience leading cross-functional teams. An employee in this position can expect a salary/hourly rate between $122,600 and $196,200 p lus bonus pursuant to the terms of any bonus plan, if applicable. The actual compensation offered will depend on experience, seniority, geographic locations, and other factors permitted by law. To review benefits, please click here .
Position Summary Land Manager is responsible for a wide range of processes by which real property is acquired, maintained, and divested. Including but not limited to, management of technical matters associated with real property oversight of payment obligations, lease obligations, land ownership, land planning, curative, and overall land strategy. Candidate will Interface across departments and with mine sites located in Canada and the US to provide support by way of real property sales, acquisitions, lease administration and renewals. Prepare various types of real property documents, deeds, and appraisal reports, including review and evaluation of diligence related to real property in support of transactions. Act as internal authority and resource for input, maintenance, and reporting functions from the Company's land management system and serve as a liaison for others in utilization of the system. Successful candidate will be well organized, self-directed, strongly motivated, with a positive working demeanor. This position will be located in Westmoreland's south Denver office, with the opportunity to be remote upon review. Supervisor Responsibilities This position has formal supervisory responsibilities over other employees. Essential Duties and Responsibilities Plan, forecast, budget, and satisfy all land-related obligations necessary to maintain the validity of all the company's lands and interest in land. Investigate problems and prepare reports relating to land holdings, easements and right-of-way, property management, property records, and cost of acquisition estimates. Report and maintain land database, records, maps, reports, etc. to advise Westmoreland of its land holdings and associated agreements, rights, terms, payments, royalties, and maintenance obligations. Recommend acquisition, divestiture, and land strategy as it relates to utilization of real property for internal purposes or for dedicated external purposes, including but not limited to, renewable energy developments and/or joint venture opportunities. Participate in the execution of proper legal documents for purchase or sale. Manage and provide direction with respect to annual compliance of regulatory reporting requirements for land related licenses and permits, reclamation, and lease management. Ensure statutory and regulatory guidelines and procedures are followed. Determine the status of title, maintenance and completion of land files, advise and perform curative as appropriate, sales, liens, assessments, and encumbrances of record. Position will report into the Legal Department but will work regularly with designated land personnel located remotely. Occasional interaction will include county personnel, law firms, title companies to establish clear title, and regulatory personnel for state, federal, and tribal leases as applicable. Investigate and recommend settlement of property related claims and disputes. Participate in appraisals and recommend actions regarding the divestiture of surplus real estate. Work in a team environment with senior management and staff in all departments to implement key components of Westmoreland's performance goals and objectives. Perform related work as required. Typical Physical Demands Requires prolonged sitting, some bending, stooping and stretching. Requires constant data input for extended periods of time without leaving the work area. Occasionally lifting files or paper weighing up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Requires mobility sufficient to travel. Typical Working Conditions Normal office environment. Occasional evening or weekend work. Education and Experience Bachelor's degree from an accredited college or university with a major in Business Administration, Economics, Real Estate, or a related field Minimum 10 years of related work experience. Knowledge of Geographic Information Systems and computerized land management systems. Knowledge of LandWorks is a plus. Any equivalent combination of training, education, and experience that provides the required skills, knowledge, and abilities. Licenses, Registration, and Certifications Bachelor's degree with demonstrated record of natural resource experience. Registered Landman, Registered Professional Landman, or Certified Professional Landman is a plus. Skills/Competencies Analytical. Negotiation. Problem solving. Strong written and verbal communication. Strong Decision Making. Ability to develop effective internal and external relationships. Ability to work across departments. What We Offer This position is expected to pay $160,000 - $180,000 annually; depending on skills, experience, education, and any certifications that are directly related to the position. It is eligible for our annual Short Term Incentive program. Our health and welfare benefits are designed to invest in you and in the things you care about. We offer a 401k with a generous match, student loan repayment assistance, tuition reimbursement. To care for your wellbeing, we offer paid vacations and holidays, monthly wellness financial incentives, Employee Assistance Program. Health care offerings include medical, prescription drug, dental, vision, health savings account, flexible spending accounts. To assist you in leveraging the health care benefits, we offer personal health advocates, tele-medicine, surgery concierge services, diabetes care. Short-term disability, long-term disability, basic term life and accidental death and dismemberment coverage are provided at no cost. Optional coverages available include supplemental life insurance and supplemental accidental death and dismemberment insurance. Other details Job Family :Managers Job Function :Management Pay Type :Salary Min Hiring Rate :$160,000.00 Max Hiring Rate :$180,000.00 Telecommute % :50
04/20/2024
Full time
Position Summary Land Manager is responsible for a wide range of processes by which real property is acquired, maintained, and divested. Including but not limited to, management of technical matters associated with real property oversight of payment obligations, lease obligations, land ownership, land planning, curative, and overall land strategy. Candidate will Interface across departments and with mine sites located in Canada and the US to provide support by way of real property sales, acquisitions, lease administration and renewals. Prepare various types of real property documents, deeds, and appraisal reports, including review and evaluation of diligence related to real property in support of transactions. Act as internal authority and resource for input, maintenance, and reporting functions from the Company's land management system and serve as a liaison for others in utilization of the system. Successful candidate will be well organized, self-directed, strongly motivated, with a positive working demeanor. This position will be located in Westmoreland's south Denver office, with the opportunity to be remote upon review. Supervisor Responsibilities This position has formal supervisory responsibilities over other employees. Essential Duties and Responsibilities Plan, forecast, budget, and satisfy all land-related obligations necessary to maintain the validity of all the company's lands and interest in land. Investigate problems and prepare reports relating to land holdings, easements and right-of-way, property management, property records, and cost of acquisition estimates. Report and maintain land database, records, maps, reports, etc. to advise Westmoreland of its land holdings and associated agreements, rights, terms, payments, royalties, and maintenance obligations. Recommend acquisition, divestiture, and land strategy as it relates to utilization of real property for internal purposes or for dedicated external purposes, including but not limited to, renewable energy developments and/or joint venture opportunities. Participate in the execution of proper legal documents for purchase or sale. Manage and provide direction with respect to annual compliance of regulatory reporting requirements for land related licenses and permits, reclamation, and lease management. Ensure statutory and regulatory guidelines and procedures are followed. Determine the status of title, maintenance and completion of land files, advise and perform curative as appropriate, sales, liens, assessments, and encumbrances of record. Position will report into the Legal Department but will work regularly with designated land personnel located remotely. Occasional interaction will include county personnel, law firms, title companies to establish clear title, and regulatory personnel for state, federal, and tribal leases as applicable. Investigate and recommend settlement of property related claims and disputes. Participate in appraisals and recommend actions regarding the divestiture of surplus real estate. Work in a team environment with senior management and staff in all departments to implement key components of Westmoreland's performance goals and objectives. Perform related work as required. Typical Physical Demands Requires prolonged sitting, some bending, stooping and stretching. Requires constant data input for extended periods of time without leaving the work area. Occasionally lifting files or paper weighing up to 30 pounds. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator, and other office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate appropriate reports. Requires mobility sufficient to travel. Typical Working Conditions Normal office environment. Occasional evening or weekend work. Education and Experience Bachelor's degree from an accredited college or university with a major in Business Administration, Economics, Real Estate, or a related field Minimum 10 years of related work experience. Knowledge of Geographic Information Systems and computerized land management systems. Knowledge of LandWorks is a plus. Any equivalent combination of training, education, and experience that provides the required skills, knowledge, and abilities. Licenses, Registration, and Certifications Bachelor's degree with demonstrated record of natural resource experience. Registered Landman, Registered Professional Landman, or Certified Professional Landman is a plus. Skills/Competencies Analytical. Negotiation. Problem solving. Strong written and verbal communication. Strong Decision Making. Ability to develop effective internal and external relationships. Ability to work across departments. What We Offer This position is expected to pay $160,000 - $180,000 annually; depending on skills, experience, education, and any certifications that are directly related to the position. It is eligible for our annual Short Term Incentive program. Our health and welfare benefits are designed to invest in you and in the things you care about. We offer a 401k with a generous match, student loan repayment assistance, tuition reimbursement. To care for your wellbeing, we offer paid vacations and holidays, monthly wellness financial incentives, Employee Assistance Program. Health care offerings include medical, prescription drug, dental, vision, health savings account, flexible spending accounts. To assist you in leveraging the health care benefits, we offer personal health advocates, tele-medicine, surgery concierge services, diabetes care. Short-term disability, long-term disability, basic term life and accidental death and dismemberment coverage are provided at no cost. Optional coverages available include supplemental life insurance and supplemental accidental death and dismemberment insurance. Other details Job Family :Managers Job Function :Management Pay Type :Salary Min Hiring Rate :$160,000.00 Max Hiring Rate :$180,000.00 Telecommute % :50
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Director, Network Services is a visionary technology leader responsible for overseeing network architecture, design, deployment, and operations globally. This role involves directing multiple teams, including managers of teams, responsible for networking, telephony, and audiovisual. Success in this role requires in-depth knowledge of network architectures, telephony platforms, audiovisual media, cloud technologies, switches, firewalls, operating systems, and application connectivity and communication requirements. Works closely with Senior Management to define future state services, establishing efficiencies that are consistent with the vision and strategy of MFS. Position mitigates risk and is focused on internal controls. WHAT YOU WILL DO Oversee the design and implementation of the next-generation network globally to support cloud, telephony, audiovisual, existing datacenter workloads while ensuring secure and resilient operations. Manage and develop high-performing teams, providing coaching, training and mentoring to both leaders and individual contributors in their career growth. Provides project management, prioritization, direction, and leadership to staff to accomplish defined projects and support activities. Identifies areas where new technologies can be leveraged to create enhanced customer service or improved operational efficiencies. Initiates steps to ensure Network high availability, protection from unauthorized access, and data integrity as if traverses the Network infrastructure. Conducts analysis, coordinates decision making, and informs MFS Management when issues arise that impact the content or delivery of projects. Attends industry seminars and communicates relevant information to unit. Ensures that personal development and professional training opportunities are available to the Network members. Maintains management reports that will track progress of outstanding projects, system enhancements, and other key elements. Drive technological advancements to optimize and advance firewall and VPN/remote access strategies and implementations. Implement top-tier solutions and technologies for monitoring and performance management. Establish credibility with business and application partners by implementing clear and measurable governance frameworks that accelerate the speed to market for all cloud functions. Foster collaboration across business units to support aligned strategies and promote mutually respected operational practices, driving continuous improvement in every market. Oversee the ongoing review of current network services to develop new and improved services, optimizing usage, capacity planning, cost reduction, and efficiency enhancement. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience is required. Minimum of 12-15+ years' prior related experience in Network technology, Unified communication preferably with 5 years in Financial Services. Familiarity with Firewalls, point-to-point VPN, and client VPN technologies is necessary. Technical competence in LAN/WAN/INTERNET technologies, TCP/IP protocol suite; SONET based network services and routing protocols. Demonstrate a deep understanding of current and emerging network technologies, especially in the context of SaaS, private cloud networks. Proven track record in simplifying complex environments. Showcase your ability to develop and execute plans that ensure the right individuals are in the right roles at the right time. Demonstrated experience in keeping employees highly engaged and satisfied. Consult end users, network staff, IT colleagues, business partners and industry best practices to determine present and future network infrastructure plans. Demonstrate the ability to influence the technological strategic vision, understand business priorities, navigate through ambiguity, and work effectively in a highly matrixed organizational structure. Experience with Cybersecurity, SOX Compliance, PCI, and Data Privacy regulations (such as GDPR) is preferred. Assess enterprise networking needs and assist in the introduction of new technologies in support of business needs. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Financial skills to manage an annual operating and capital budget. Strong organizational and large project planning management skills. Excellent interpersonal, communication, and management skills. Experience designing and delivering presentations and training to diverse audiences, including senior management, administrative staff members, technical and non-technical personnel, and clients of MFS. First-hand experience in implementing organizational changes to transition to an agile and cloud-based environment is highly valued. Possess strong written and oral communication skills, with the capability to articulate ideas clearly to all levels within the organization, including the executive leadership team, peers, and staff. Ability to interact with all levels of MFS management A plus if certified in the following: Cisco Certified Network Associate (CCNA) Cisco Certified Network Professional (CCNP Azure Network Engineer Associate (AZ-700) Palo Alto Networks Certified Network Security Administrator (PCNSA) At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
04/18/2024
Full time
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Director, Network Services is a visionary technology leader responsible for overseeing network architecture, design, deployment, and operations globally. This role involves directing multiple teams, including managers of teams, responsible for networking, telephony, and audiovisual. Success in this role requires in-depth knowledge of network architectures, telephony platforms, audiovisual media, cloud technologies, switches, firewalls, operating systems, and application connectivity and communication requirements. Works closely with Senior Management to define future state services, establishing efficiencies that are consistent with the vision and strategy of MFS. Position mitigates risk and is focused on internal controls. WHAT YOU WILL DO Oversee the design and implementation of the next-generation network globally to support cloud, telephony, audiovisual, existing datacenter workloads while ensuring secure and resilient operations. Manage and develop high-performing teams, providing coaching, training and mentoring to both leaders and individual contributors in their career growth. Provides project management, prioritization, direction, and leadership to staff to accomplish defined projects and support activities. Identifies areas where new technologies can be leveraged to create enhanced customer service or improved operational efficiencies. Initiates steps to ensure Network high availability, protection from unauthorized access, and data integrity as if traverses the Network infrastructure. Conducts analysis, coordinates decision making, and informs MFS Management when issues arise that impact the content or delivery of projects. Attends industry seminars and communicates relevant information to unit. Ensures that personal development and professional training opportunities are available to the Network members. Maintains management reports that will track progress of outstanding projects, system enhancements, and other key elements. Drive technological advancements to optimize and advance firewall and VPN/remote access strategies and implementations. Implement top-tier solutions and technologies for monitoring and performance management. Establish credibility with business and application partners by implementing clear and measurable governance frameworks that accelerate the speed to market for all cloud functions. Foster collaboration across business units to support aligned strategies and promote mutually respected operational practices, driving continuous improvement in every market. Oversee the ongoing review of current network services to develop new and improved services, optimizing usage, capacity planning, cost reduction, and efficiency enhancement. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience is required. Minimum of 12-15+ years' prior related experience in Network technology, Unified communication preferably with 5 years in Financial Services. Familiarity with Firewalls, point-to-point VPN, and client VPN technologies is necessary. Technical competence in LAN/WAN/INTERNET technologies, TCP/IP protocol suite; SONET based network services and routing protocols. Demonstrate a deep understanding of current and emerging network technologies, especially in the context of SaaS, private cloud networks. Proven track record in simplifying complex environments. Showcase your ability to develop and execute plans that ensure the right individuals are in the right roles at the right time. Demonstrated experience in keeping employees highly engaged and satisfied. Consult end users, network staff, IT colleagues, business partners and industry best practices to determine present and future network infrastructure plans. Demonstrate the ability to influence the technological strategic vision, understand business priorities, navigate through ambiguity, and work effectively in a highly matrixed organizational structure. Experience with Cybersecurity, SOX Compliance, PCI, and Data Privacy regulations (such as GDPR) is preferred. Assess enterprise networking needs and assist in the introduction of new technologies in support of business needs. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Financial skills to manage an annual operating and capital budget. Strong organizational and large project planning management skills. Excellent interpersonal, communication, and management skills. Experience designing and delivering presentations and training to diverse audiences, including senior management, administrative staff members, technical and non-technical personnel, and clients of MFS. First-hand experience in implementing organizational changes to transition to an agile and cloud-based environment is highly valued. Possess strong written and oral communication skills, with the capability to articulate ideas clearly to all levels within the organization, including the executive leadership team, peers, and staff. Ability to interact with all levels of MFS management A plus if certified in the following: Cisco Certified Network Associate (CCNA) Cisco Certified Network Professional (CCNP Azure Network Engineer Associate (AZ-700) Palo Alto Networks Certified Network Security Administrator (PCNSA) At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. What we offer: Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more Life & Disability Benefits: Company-paid basic life insurance and short-term disability Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting . If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance. MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision , linked for your reference.
Primary Details Time Type: Full time Worker Type: Employee The Opportunity The role will enhance senior executive's effectiveness by providing information management support, representing the senior executive to others. This role reports to a level 2 or above. Primary Responsibilities • Produces information by transcribing, inputting, editing, retrieving, copying, and transmitting text, data, and graphics •Works independently and in a team environment on various projects; acts as project manager on behalf of the executive, which would include planning and coordinating presentations, disseminating information and organizing department-wide events •Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications •Maintains executive's appointment schedule by planning and scheduling meetings; conferences, teleconferences and travel •Represents the executive by attending meetings in the executive's absence; speaking for the executive •Welcomes guests and customers by greeting them, in person or on the telephone; answering or directing inquiries •Maintains customer confidence and protects organization by keeping information confidential •Prepares reports by collecting and analyzing information •Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participates in professional societies •Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 7 years relevant experience Preferred Competencies/Skills • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times •Managing one's own time and the time of others •Communicating effectively in writing as appropriate for the needs of the audience •Understanding the implications of new information for both current and future problem-solving and decision-making •The ability to read and understand information and ideas presented in writing •The ability to communicate information and ideas in speaking so others will understand •The ability to tell when something is wrong or is likely to go wrong Preferred Knowledge • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology •Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction •Advanced working knowledge of Microsoft Office About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Infrequent (approximately 1-4 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Compensation Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs. Annual Salary Range: $70,000 - $104,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $77,000 - $115,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $87,000 - $131,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. Application Close Date: 16/10/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
04/18/2024
Full time
Primary Details Time Type: Full time Worker Type: Employee The Opportunity The role will enhance senior executive's effectiveness by providing information management support, representing the senior executive to others. This role reports to a level 2 or above. Primary Responsibilities • Produces information by transcribing, inputting, editing, retrieving, copying, and transmitting text, data, and graphics •Works independently and in a team environment on various projects; acts as project manager on behalf of the executive, which would include planning and coordinating presentations, disseminating information and organizing department-wide events •Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications •Maintains executive's appointment schedule by planning and scheduling meetings; conferences, teleconferences and travel •Represents the executive by attending meetings in the executive's absence; speaking for the executive •Welcomes guests and customers by greeting them, in person or on the telephone; answering or directing inquiries •Maintains customer confidence and protects organization by keeping information confidential •Prepares reports by collecting and analyzing information •Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participates in professional societies •Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 7 years relevant experience Preferred Competencies/Skills • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times •Managing one's own time and the time of others •Communicating effectively in writing as appropriate for the needs of the audience •Understanding the implications of new information for both current and future problem-solving and decision-making •The ability to read and understand information and ideas presented in writing •The ability to communicate information and ideas in speaking so others will understand •The ability to tell when something is wrong or is likely to go wrong Preferred Knowledge • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology •Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction •Advanced working knowledge of Microsoft Office About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Infrequent (approximately 1-4 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Compensation Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs. Annual Salary Range: $70,000 - $104,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $77,000 - $115,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $87,000 - $131,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. Application Close Date: 16/10/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Primary Details Time Type: Full time Worker Type: Employee The opportunity This role will implement assigned line(s) of business strategy by assisting with business development and growth through building relationships within assigned customers and applying sound decision-making to underwrite business that contributes to a profitable portfolio. Responsibilities include new business production, renewal retention and the overall profitability of assigned book of business. Line(s) of business may include Healthcare Liability. Primary Responsibilities • Review, evaluate and price moderately complex business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority •Identify and minimize risks by utilizing due diligence and applying sound judgment to escalate underwriting issues when necessary and recommend opportunities for a profitable portfolio •Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files in accordance with policy and procedures to minimize risk •Assist with improvements in underwriting practices, pricing and marketing strategies by providing feedback to upper level underwriting professionals to communicate industry best practices •Mentor junior underwriters by managing projects and training initiatives, answering escalated questions and reviewing financial statement and securities valuation analyses to ensure efficient team performance and profitable delivery •Comply with all legal and regulatory requirements to ensure obligations are met •Adhere to underwriting standards, instructions and good practice to minimize risk and maximize efficiency •Contribute to recording and measurement of insurance risks to ensure accuracy and good practice •Ensure review and analysis of the portfolio to identify progress toward business objectives •Research and obtain market intelligence in order to enhance organizational profit goals •Establish and maintain relationships with producers and customers to understand their needs and sell products that respond to their needs •Foster strong partnerships with customers by informing on new products and programs, communicating opportunities for continuous improvement and clarifying and explaining underwriting decisions to ensure understanding of assigned line/s of business goals and objectives •Contribute to assigned special projects by assisting with audits, participating in department product and process improvement initiatives Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 4 years relevant experience Preferred Competencies/Skills • Use multiple resources to gather and analyze information and use logic to underwrite complex risks •Use wise, astute and insightful judgment and individual credibility to make autonomous, sound underwriting decisions •Prioritize interests of the company and community during decision-making •Effectively and efficiently present logic, reasoning, and analysis to managers •Negotiate skillfully in tough situations with both internal and external groups to settle differences with minimum noise •Win concessions without damaging relationships •Recommend improvement opportunities and translate them into tangible business deliverables •Clearly and confidently convey information to a wide audience •Show drive and initiative •High attention to detail •Act fairly, ethically and with integrity when decision-making •Maintain confidentiality of private or sensitive information •Multi-task and handle competing priorities; adapt and be flexible in a complex changing environment •Keep an open mind, consider unique approaches and be open to change and considerable variety in the workplace •Professional, polished, poised and positive demeanor Preferred Education Specifics • Degree in Business, insurance, or related field Preferred Experience • Insurance industry experience Preferred Licenses/Certifications • Depending on assigned line(s) of business •specific participation and memberships are preferred and may include one or more of the following: Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Counselor (CIC) designation •Registered Professional Liability Underwriter (RPLU) •Pilot's license Preferred Knowledge • Broad working knowledge of insurance products and insurance concepts •Broad working knowledge of Microsoft Office Suite •Broad working knowledge of underwriting processes and procedures •Broad working knowledge of laws and regulations related to area of responsibility •Broad knowledge of risk profiling, pricing tools and loss models •Insurance business acumen About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Occasional (approximately 5-10 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $100,000 - $150,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $110,000 - $165,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $125,000 - $187,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
04/17/2024
Full time
Primary Details Time Type: Full time Worker Type: Employee The opportunity This role will implement assigned line(s) of business strategy by assisting with business development and growth through building relationships within assigned customers and applying sound decision-making to underwrite business that contributes to a profitable portfolio. Responsibilities include new business production, renewal retention and the overall profitability of assigned book of business. Line(s) of business may include Healthcare Liability. Primary Responsibilities • Review, evaluate and price moderately complex business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority •Identify and minimize risks by utilizing due diligence and applying sound judgment to escalate underwriting issues when necessary and recommend opportunities for a profitable portfolio •Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files in accordance with policy and procedures to minimize risk •Assist with improvements in underwriting practices, pricing and marketing strategies by providing feedback to upper level underwriting professionals to communicate industry best practices •Mentor junior underwriters by managing projects and training initiatives, answering escalated questions and reviewing financial statement and securities valuation analyses to ensure efficient team performance and profitable delivery •Comply with all legal and regulatory requirements to ensure obligations are met •Adhere to underwriting standards, instructions and good practice to minimize risk and maximize efficiency •Contribute to recording and measurement of insurance risks to ensure accuracy and good practice •Ensure review and analysis of the portfolio to identify progress toward business objectives •Research and obtain market intelligence in order to enhance organizational profit goals •Establish and maintain relationships with producers and customers to understand their needs and sell products that respond to their needs •Foster strong partnerships with customers by informing on new products and programs, communicating opportunities for continuous improvement and clarifying and explaining underwriting decisions to ensure understanding of assigned line/s of business goals and objectives •Contribute to assigned special projects by assisting with audits, participating in department product and process improvement initiatives Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 4 years relevant experience Preferred Competencies/Skills • Use multiple resources to gather and analyze information and use logic to underwrite complex risks •Use wise, astute and insightful judgment and individual credibility to make autonomous, sound underwriting decisions •Prioritize interests of the company and community during decision-making •Effectively and efficiently present logic, reasoning, and analysis to managers •Negotiate skillfully in tough situations with both internal and external groups to settle differences with minimum noise •Win concessions without damaging relationships •Recommend improvement opportunities and translate them into tangible business deliverables •Clearly and confidently convey information to a wide audience •Show drive and initiative •High attention to detail •Act fairly, ethically and with integrity when decision-making •Maintain confidentiality of private or sensitive information •Multi-task and handle competing priorities; adapt and be flexible in a complex changing environment •Keep an open mind, consider unique approaches and be open to change and considerable variety in the workplace •Professional, polished, poised and positive demeanor Preferred Education Specifics • Degree in Business, insurance, or related field Preferred Experience • Insurance industry experience Preferred Licenses/Certifications • Depending on assigned line(s) of business •specific participation and memberships are preferred and may include one or more of the following: Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Counselor (CIC) designation •Registered Professional Liability Underwriter (RPLU) •Pilot's license Preferred Knowledge • Broad working knowledge of insurance products and insurance concepts •Broad working knowledge of Microsoft Office Suite •Broad working knowledge of underwriting processes and procedures •Broad working knowledge of laws and regulations related to area of responsibility •Broad knowledge of risk profiling, pricing tools and loss models •Insurance business acumen About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Occasional (approximately 5-10 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $100,000 - $150,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $110,000 - $165,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $125,000 - $187,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Truliant Federal Credit Union
Greensboro, North Carolina
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners. Essential Functions and Responsibilities Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA. Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc. Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals. Follows the sales process and procedures as established through the TFA program. Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements. Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan. Meets or exceeds the minimum stated expectations as defined in the MPGs for the position. Attends and completes all required training and informational meetings scheduled by management and broker-dealer. Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested. Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4 Must have advanced skills with MS Office, including Excel, Word, PowerPoint and Outlook Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign Must have the ability to work with people at different job levels ranging from senior managers to front line employees Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires) Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management Must obtain Life/Health insurance licenses within 90 days of employment. Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis Must have the ability to understand all business processes within the credit union Must be detail oriented, with excellent time management and organizational skills Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Must be able to complete all assignments with minimal supervision Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses Familiarity with investor programs required Should possess a strong commitment to providing excellent service to Truliant members Physical Requirements Occasional standing, walking, bending, and stooping required. Must be able to sit at a desk for long periods of time and use a computer. Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds. Education and Background Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired. 3-5 years financial services sales experience required. LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
04/13/2024
Full time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners. Essential Functions and Responsibilities Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA. Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc. Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals. Follows the sales process and procedures as established through the TFA program. Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements. Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan. Meets or exceeds the minimum stated expectations as defined in the MPGs for the position. Attends and completes all required training and informational meetings scheduled by management and broker-dealer. Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested. Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4 Must have advanced skills with MS Office, including Excel, Word, PowerPoint and Outlook Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign Must have the ability to work with people at different job levels ranging from senior managers to front line employees Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires) Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management Must obtain Life/Health insurance licenses within 90 days of employment. Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis Must have the ability to understand all business processes within the credit union Must be detail oriented, with excellent time management and organizational skills Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Must be able to complete all assignments with minimal supervision Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses Familiarity with investor programs required Should possess a strong commitment to providing excellent service to Truliant members Physical Requirements Occasional standing, walking, bending, and stooping required. Must be able to sit at a desk for long periods of time and use a computer. Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds. Education and Background Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired. 3-5 years financial services sales experience required. LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
Truliant Federal Credit Union
Greenville, South Carolina
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners. Essential Functions and Responsibilities Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA. Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc. Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals. Follows the sales process and procedures as established through the TFA program. Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements. Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan. Meets or exceeds the minimum stated expectations as defined in the MPGs for the position. Attends and completes all required training and informational meetings scheduled by management and broker-dealer. Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested. Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4 Must have advanced skills with MS Office, including Excel, Word, PowerPoint and Outlook Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign Must have the ability to work with people at different job levels ranging from senior managers to front line employees Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires) Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management Must obtain Life/Health insurance licenses within 90 days of employment. Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis Must have the ability to understand all business processes within the credit union Must be detail oriented, with excellent time management and organizational skills Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Must be able to complete all assignments with minimal supervision Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses Familiarity with investor programs required Should possess a strong commitment to providing excellent service to Truliant members Physical Requirements Occasional standing, walking, bending, and stooping required. Must be able to sit at a desk for long periods of time and use a computer. Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds. Education and Background Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired. 3-5 years financial services sales experience required. LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
04/13/2024
Full time
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Purpose of the Job The Financial Advisor serves the financial advisory needs of credit union members utilizing a holistic approach. The Financial Advisor helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or insurance products to fulfill the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The Financial Advisor presents a professional image and cultivates a strong working relationship with Credit Union staff, members, and other key people involved in with the Credit Union's delivery of service to existing members, including the various vendors with which the Credit Union partners. Essential Functions and Responsibilities Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and TFA. Cultivates strong working relationships and builds trust among Credit Union staff and members along with other key local people in the Credit Union's community, i.e., attends/participates in staff meetings and other Credit Union staff functions, conducts periodic huddles with designated branches, etc. Implements the key individual elements of yearly marketing plans in daily work efforts. Consistently generates a minimum of 15-20 appointments per week with members through proactive outreach and successful marketing efforts in alignment with established outreach and productivity goals. Follows the sales process and procedures as established through the TFA program. Follows the established securities and insurance compliance guidelines, and strictly adheres to all Credit Union, TFA and broker-dealer policies where appropriate. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to members which, in the same circumstances, we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements. Meets or exceeds the minimum budgeted GDC and/or new assets invested goals established for the position on a monthly as well as yearly basis as defined by the Minimum Production Guidelines (MPGs) and incentive plan. Meets or exceeds the minimum stated expectations as defined in the MPGs for the position. Attends and completes all required training and informational meetings scheduled by management and broker-dealer. Completes and submits weekly activity reports promptly to management as well as all other ad hoc reports as requested. Fully utilizes the broker-dealer CRM and processing system for all business-related activity documentation. Other Duties and Responsibilities Assists with other tasks and projects as assigned. Knowledge, Skills, and Abilities Must have excellent communication skills in English, both verbal and written Must have consistent record of meeting / exceeding compliance inspections and keeping high overall business integrity standards, including a Clean U-4 Must have advanced skills with MS Office, including Excel, Word, PowerPoint and Outlook Must have the ability to deliver services and make presentations through remote technologies such as WebEx, conference calling and delivering documents through DocuSign Must have the ability to work with people at different job levels ranging from senior managers to front line employees Must hold the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 (required within 90 days of employment for new hires) Must have a history of progressively more successful sales success as determined by growth in both GDC and placing assets under management Must obtain Life/Health insurance licenses within 90 days of employment. Must be able to effectively implement / leverage technology and all other available investment tools and resources to provide member-clients with an exceptional experience on a consistent basis Must have the ability to understand all business processes within the credit union Must be detail oriented, with excellent time management and organizational skills Must be able to work in a general office environment Must be flexible and able to shift resources and priorities as required Must be able to complete all assignments with minimal supervision Must place all trades within compliance guidelines and not subject the Credit Union to potential trade related losses Familiarity with investor programs required Should possess a strong commitment to providing excellent service to Truliant members Physical Requirements Occasional standing, walking, bending, and stooping required. Must be able to sit at a desk for long periods of time and use a computer. Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds. Education and Background Associate/Bachelor's Degree preferred, or equivalent combination of education/experience from which comparable knowledge and abilities have been acquired. 3-5 years financial services sales experience required. LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one of these programs preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the following full time benefits: No-cost employee Medical, dental, vision coverage Prescription benefits (including mail order) Paid holidays and Paid Time Off (PTO) 401(k) plan with contribution matching Retirement/pension plan Paid community involvement volunteers hours Paid group life Insurance Teammate loan discounts Tuition reimbursement Short and long-term disability Health & Wellness program Teledoc (physician video conferencing) Onsite fitness facilities or health club reimbursement Employee Assistance Program (EAP) Medical flexible spending account Dependent care flexible spending account
Primary Details Time Type: Full time Worker Type: Employee This opportunity This role will implement assigned line(s) of business strategy by assisting with business development and growth through building relationships within assigned customers and applying sound decision-making to underwrite business that contributes to a profitable portfolio. Responsibilities include new business production, renewal retention and the overall profitability of assigned book of business. Primary Responsibilities • Review, evaluate and price moderately complex business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority •Identify and minimize risks by utilizing due diligence and applying sound judgment to escalate underwriting issues when necessary and recommend opportunities for a profitable portfolio •Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files in accordance with policy and procedures to minimize risk •Assist with improvements in underwriting practices, pricing and marketing strategies by providing feedback to upper level underwriting professionals to communicate industry best practices •Mentor junior underwriters by managing projects and training initiatives, answering escalated questions and reviewing financial statement and securities valuation analyses to ensure efficient team performance and profitable delivery •Comply with all legal and regulatory requirements to ensure obligations are met •Adhere to underwriting standards, instructions and good practice to minimize risk and maximize efficiency •Contribute to recording and measurement of insurance risks to ensure accuracy and good practice •Ensure review and analysis of the portfolio to identify progress toward business objectives •Research and obtain market intelligence in order to enhance organizational profit goals •Establish and maintain relationships with producers and customers to understand their needs and sell products that respond to their needs •Foster strong partnerships with customers by informing on new products and programs, communicating opportunities for continuous improvement and clarifying and explaining underwriting decisions to ensure understanding of assigned line/s of business goals and objectives •Contribute to assigned special projects by assisting with audits, participating in department product and process improvement initiatives Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 4 years relevant experience Preferred Competencies/Skills • Use multiple resources to gather and analyze information and use logic to underwrite complex risks •Use wise, astute and insightful judgment and individual credibility to make autonomous, sound underwriting decisions •Prioritize interests of the company and community during decision-making •Effectively and efficiently present logic, reasoning, and analysis to managers •Negotiate skillfully in tough situations with both internal and external groups to settle differences with minimum noise •Win concessions without damaging relationships •Recommend improvement opportunities and translate them into tangible business deliverables •Clearly and confidently convey information to a wide audience •Show drive and initiative •High attention to detail •Act fairly, ethically and with integrity when decision-making •Maintain confidentiality of private or sensitive information •Multi-task and handle competing priorities; adapt and be flexible in a complex changing environment •Keep an open mind, consider unique approaches and be open to change and considerable variety in the workplace •Professional, polished, poised and positive demeanor Preferred Education Specifics • Degree in Business, insurance, or related field Preferred Experience • Insurance industry experience Preferred Licenses/Certifications • Depending on assigned line(s) of business •specific participation and memberships are preferred and may include one or more of the following: Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Counselor (CIC) designation •Registered Professional Liability Underwriter (RPLU) •Pilot's license Preferred Knowledge • Broad working knowledge of insurance products and insurance concepts •Broad working knowledge of Microsoft Office Suite •Broad working knowledge of underwriting processes and procedures •Broad working knowledge of laws and regulations related to area of responsibility •Broad knowledge of risk profiling, pricing tools and loss models •Insurance business acumen About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Occasional (approximately 5-10 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Compensation Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $100,000 - $150,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $110,000 - $165,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $125,000 - $187,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
04/09/2024
Full time
Primary Details Time Type: Full time Worker Type: Employee This opportunity This role will implement assigned line(s) of business strategy by assisting with business development and growth through building relationships within assigned customers and applying sound decision-making to underwrite business that contributes to a profitable portfolio. Responsibilities include new business production, renewal retention and the overall profitability of assigned book of business. Primary Responsibilities • Review, evaluate and price moderately complex business by applying sound underwriting judgment and adhering to company policy and state regulations within established authority •Identify and minimize risks by utilizing due diligence and applying sound judgment to escalate underwriting issues when necessary and recommend opportunities for a profitable portfolio •Ensure adherence to underwriting standards, objectives and guidelines of program by maintaining files in accordance with policy and procedures to minimize risk •Assist with improvements in underwriting practices, pricing and marketing strategies by providing feedback to upper level underwriting professionals to communicate industry best practices •Mentor junior underwriters by managing projects and training initiatives, answering escalated questions and reviewing financial statement and securities valuation analyses to ensure efficient team performance and profitable delivery •Comply with all legal and regulatory requirements to ensure obligations are met •Adhere to underwriting standards, instructions and good practice to minimize risk and maximize efficiency •Contribute to recording and measurement of insurance risks to ensure accuracy and good practice •Ensure review and analysis of the portfolio to identify progress toward business objectives •Research and obtain market intelligence in order to enhance organizational profit goals •Establish and maintain relationships with producers and customers to understand their needs and sell products that respond to their needs •Foster strong partnerships with customers by informing on new products and programs, communicating opportunities for continuous improvement and clarifying and explaining underwriting decisions to ensure understanding of assigned line/s of business goals and objectives •Contribute to assigned special projects by assisting with audits, participating in department product and process improvement initiatives Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 4 years relevant experience Preferred Competencies/Skills • Use multiple resources to gather and analyze information and use logic to underwrite complex risks •Use wise, astute and insightful judgment and individual credibility to make autonomous, sound underwriting decisions •Prioritize interests of the company and community during decision-making •Effectively and efficiently present logic, reasoning, and analysis to managers •Negotiate skillfully in tough situations with both internal and external groups to settle differences with minimum noise •Win concessions without damaging relationships •Recommend improvement opportunities and translate them into tangible business deliverables •Clearly and confidently convey information to a wide audience •Show drive and initiative •High attention to detail •Act fairly, ethically and with integrity when decision-making •Maintain confidentiality of private or sensitive information •Multi-task and handle competing priorities; adapt and be flexible in a complex changing environment •Keep an open mind, consider unique approaches and be open to change and considerable variety in the workplace •Professional, polished, poised and positive demeanor Preferred Education Specifics • Degree in Business, insurance, or related field Preferred Experience • Insurance industry experience Preferred Licenses/Certifications • Depending on assigned line(s) of business •specific participation and memberships are preferred and may include one or more of the following: Chartered Property Casualty Underwriter (CPCU) or Certified Insurance Counselor (CIC) designation •Registered Professional Liability Underwriter (RPLU) •Pilot's license Preferred Knowledge • Broad working knowledge of insurance products and insurance concepts •Broad working knowledge of Microsoft Office Suite •Broad working knowledge of underwriting processes and procedures •Broad working knowledge of laws and regulations related to area of responsibility •Broad knowledge of risk profiling, pricing tools and loss models •Insurance business acumen About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • Occasional (approximately 5-10 trips annually) US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Compensation Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $100,000 - $150,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $110,000 - $165,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $125,000 - $187,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Primary Details Time Type: Full time Worker Type: Employee The Opportunity This role is responsible for contributing to effective and efficient accounting and reporting procedures by analyzing complex accounting issues, collaborating with key stakeholders, providing analytics, implementing best practices and completing designated reporting, budgeting, planning and accounting functions to ensure compliance with company and regulatory requirements. Primary Responsibilities • Complete and deliver designated financial reports and accounting procedures in a timely and accurate fashion by ensuring compliance with regulatory and company requirements •Support team member development by reviewing and analyzing complex accounting issues, communicating feedback to team members, sharing knowledge, resolving questions and providing recommendations on best practices to support the achievement of business objectives •Drive continuous improvement by identifying, developing and implementing process and system solutions, monitoring accounting procedures, proposing automation opportunities, analyzing results and researching discrepancies •Support internal and external audit requests and inquiries by coordinating the completion and review of assigned audit files and identifying, understanding and implementing regulatory and operational changes to accounting policies, procedures and deliverables •Facilitate efficient and effective team operations by reviewing complex accounting transactions, responding to inquiries, assisting with ad hoc requests, sharing knowledge and resources and recommending process improvements •Build relationships with internal and external stakeholders by providing support and guidance for accounting inquiries, ensuring accurate and timely completion of accounting functions and communicating process changes and improvements •Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 3 years relevant experience Preferred Competencies/Skills • Critically review, analyze, synthesize, compare, and interpret information; use logical approach to analyze issues •Adapt and be flexible in a complex changing environment •Collaborate with people at different levels within the organization to accomplish a common goal •Evaluate implications of project outcomes to identify opportunities for continuous improvement •Communicate information in a clear, well-organized, and professional manner •Provide technical and regulatory compliance support •Analyze and synthesize complex information to form options and recommendations; utilize effective research and investigative techniques •High attention to detail; follow established guidelines to focus on details and complete tasks attentively and thoroughly •Encourage and build mutual trust, respect, and cooperation among team members; share expertise •Anticipate obstacles and challenges, identify root cause and strategize plans to address •Build long-term collaborative working relationships with senior managers across the business •Continuously working toward improving education background; maintain current knowledge of developments in relevant field Preferred Experience •5+ years relevant accounting experience •Reinsurance reporting experience •Insurance industry background Preferred Licenses/Certifications • Certified Public Accountant (CPA) Preferred Knowledge • Advanced working knowledge of Economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data •In-depth working knowledge of products and concepts relating to the financial services industry, including financial instruments, financial management, insurance principles and cash and capital principles •Applied working knowledge of finance technology processes, procedures, solutions and best practices •Working knowledge of continuous improvement methodology and principles About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • NA US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $70,000 - $104,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $77,000 - $115,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $87,000 - $131,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. Application Close Date: 11/10/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
04/05/2024
Full time
Primary Details Time Type: Full time Worker Type: Employee The Opportunity This role is responsible for contributing to effective and efficient accounting and reporting procedures by analyzing complex accounting issues, collaborating with key stakeholders, providing analytics, implementing best practices and completing designated reporting, budgeting, planning and accounting functions to ensure compliance with company and regulatory requirements. Primary Responsibilities • Complete and deliver designated financial reports and accounting procedures in a timely and accurate fashion by ensuring compliance with regulatory and company requirements •Support team member development by reviewing and analyzing complex accounting issues, communicating feedback to team members, sharing knowledge, resolving questions and providing recommendations on best practices to support the achievement of business objectives •Drive continuous improvement by identifying, developing and implementing process and system solutions, monitoring accounting procedures, proposing automation opportunities, analyzing results and researching discrepancies •Support internal and external audit requests and inquiries by coordinating the completion and review of assigned audit files and identifying, understanding and implementing regulatory and operational changes to accounting policies, procedures and deliverables •Facilitate efficient and effective team operations by reviewing complex accounting transactions, responding to inquiries, assisting with ad hoc requests, sharing knowledge and resources and recommending process improvements •Build relationships with internal and external stakeholders by providing support and guidance for accounting inquiries, ensuring accurate and timely completion of accounting functions and communicating process changes and improvements •Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun Required Education • Bachelor's Degree or equivalent combination of education and work experience Required Experience • 3 years relevant experience Preferred Competencies/Skills • Critically review, analyze, synthesize, compare, and interpret information; use logical approach to analyze issues •Adapt and be flexible in a complex changing environment •Collaborate with people at different levels within the organization to accomplish a common goal •Evaluate implications of project outcomes to identify opportunities for continuous improvement •Communicate information in a clear, well-organized, and professional manner •Provide technical and regulatory compliance support •Analyze and synthesize complex information to form options and recommendations; utilize effective research and investigative techniques •High attention to detail; follow established guidelines to focus on details and complete tasks attentively and thoroughly •Encourage and build mutual trust, respect, and cooperation among team members; share expertise •Anticipate obstacles and challenges, identify root cause and strategize plans to address •Build long-term collaborative working relationships with senior managers across the business •Continuously working toward improving education background; maintain current knowledge of developments in relevant field Preferred Experience •5+ years relevant accounting experience •Reinsurance reporting experience •Insurance industry background Preferred Licenses/Certifications • Certified Public Accountant (CPA) Preferred Knowledge • Advanced working knowledge of Economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data •In-depth working knowledge of products and concepts relating to the financial services industry, including financial instruments, financial management, insurance principles and cash and capital principles •Applied working knowledge of finance technology processes, procedures, solutions and best practices •Working knowledge of continuous improvement methodology and principles About QBE We can never really predict what's around the corner, but at QBE we're asking the right questions to enable a more resilient future by helping those around us build strength and embrace change to their advantage. We're an international insurer that's building momentum towards realizing our vision of becoming the most consistent and innovative risk partner. And our people will be at the center of our success. We're proud to work together, and encourage each other to enable resilience for our customers, our environment, our economies and our communities. With more than 12,000 people working across 27 countries, we're big enough to make a real impact, but small enough to provide a friendly workplace, where people are down-to-earth, passionate, and kind. We believe this is our moment: What if it was yours too? Your career at QBE - let's make it happen! US Only - Travel Frequency • NA US Only - Physical Demands • General office jobs: Work is generally performed in an office environment in which there is not substantial exposure to adverse environmental conditions. Must have the ability to remain in a stationary position for extended periods of time. Must be able to operate basic office equipment including telephone, headset and computer. Incumbent must be able to lift basic office equipment up to 20 lbs. US Only - Disclaimer • To successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job Type • Individual Contributor Global Disclaimer • The duties listed in this job description do not limit the assignment of work. They are not to be construed as a complete list of the duties normally to be performed in the position or those occasionally assigned outside an employee's normal duties. Our Group Code of Ethics and Conduct addresses the responsibilities we all have at QBE to our company, to each other and to our customers, suppliers, communities and governments. It provides clear guidance to help us to make good judgement calls. Base pay offered will vary depending on, but not limited to education, experience, skills, geographic location and business needs Annual Salary Range: $70,000 - $104,000 AL, AR, AZ, CO (Remote), DE, FL, GA, IA, ID, IL (Remote), IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, OH, OK, OR, PA, SC, SD, TN, TX (Remote, Plano), UT, VA, VT, WI, WV and WY Annual Salary Range: $77,000 - $115,000 CA (Remote, Fresno, Irvine and Woodland), Greenwood Village CO, CT, Chicago IL, MA, MD, NY (Remote), RI, Houston TX and WA Annual Salary Range: $87,000 - $131,000 San Francisco CA, NJ and New York City NY Benefit Highlights You are more than your work - and QBE is more than a workplace, which is why QBE provides you with the benefits, support and flexibility to help you concentrate on living your best life personally and professionally. Employees scheduled over 30 hours a week will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution and a paid-time off program. In addition, our paid-family and care-giver leaves are available to support our employees and their families. Regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. At QBE, we understand that exceptional employee benefits go beyond mere coverage and compensation. We recognize the importance of flexibility in the work environment to promote a healthy balance, and we are committed to facilitating personal and professional integration for our employees. That's why we offer the opportunity for hybrid work arrangements. If this role necessitates a hybrid working model, candidates must be open to attending the office 8-12 days per month. This approach ensures a collaborative and supportive work environment where team members can come together to innovate and drive success. Application Close Date: 11/10/:59 PM How to Apply: To submit your application, click "Apply" and follow the step by step process. Equal Employment Opportunity: QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.
Discover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs across the globe will enable you to share ideas and best practices while growing your professional network. Wherever you are in your career journey, you will benefit from working with world-class engineers, scientists, and technical specialists. Apply today and join the company that is Leading with Science®. SUMMARY: Tetra Tech is an industry leader in Infrastructure Asset Management Services. We complete numerous facility, infrastructure, and utility condition assessments and inventory collection projects for government and commercial clients worldwide each year. Our program includes pre-design consulting services in the form of assessments, feasibility studies, requirements analysis, master planning, program management, data analytics, business processes and workflow consulting, organizational change management, and strategic planning, including capital investment planning over short to long planning horizons. Tetra Tech is looking for the right candidate to establish, organize and manage the Asset Management and Planning business operations team. This position will support project managers, architects, engineers, planners, and technical staff in the Asset Management and Planning Program. Overall duties and responsibilities support the development of organized and efficient standardized workflows, bank of proposal support materials (i.e., resumes, project descriptions, capability statements), marketing materials, and a standardized electronic records management system/data warehouse for business operations. Implementation experience of a client relationship management program desired. YOUR ROLE: * Strict adherence to Tetra Tech safety policies. * Implement standard operating procedures for Asset Management business operations and integrate and ensure compatibility with broader Tetra Tech requirements. * Organize and establish historical proposal data into a usable electronic record management system/data warehouse to provide a bank of employee resumes, project descriptions, Asset Management business line capability statements and qualifications. * Provide proposal development, organization, and support to project managers, including technical writing. * Provide marketing support, developing marketing materials (cutsheets, brochures, handouts, slick sheets, conference posters, web content, etc.) conveying Tetra Tech's Asset Management & Planning program. * Support and develop strategic and targeted marketing strategies over short, medium, and long-term planning horizons for specific clients. * Provide quality assurance and technical editing on deliverables prior to delivery to the client. QUALIFICATIONS: * Ability to work independently with minimum Supervisor/Project Manager oversight while maintaining schedule discipline. * Strong communication and interpersonal skills required including technical report writing experience. * Interact with senior leadership, program managers, project managers, technical leads, and co-workers to ensure compliance with program guidance and objectives. * U.S. Citizenship and ability to obtain and maintain a National Agency Check with Local Agency Check (NACLC) clearance from the Department of Defense (DoD). * Valid state driver license and ability to obtain U.S. Passport. * Successfully pass a Department of Motor Vehicles background check by designated company automobile insurance carrier. EDUCATION AND EXPERIENCE: * A bachelor's degree is required. Examples include, Business Administration, Marketing, Finance, this list is not all inclusive. * Candidates without a degree will be considered if they can demonstrate 7+ years of practical experience in business administration, marketing, finance, sales and procurement, contracts. * Previous experience working in the A/E Industry with Federal and State/Municipal clients or large commercial corporations desired. SUPERVISORY RESPONSIBILITIES: (if applicable) Not applicable. PHYSICAL DEMANDS: Exerting up to 50 pounds of force occasionally and/or up to 20 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE AND COMMUNICATION SKILLS: * Candidate must speak, read and understand the English language. Accurate report writing is a requirement of this position. * Excellent oral and written communication skills for preparing and presenting planning reports and projects. * Excellent interpersonal skills for facilitating relationships with Tetra Tech Staff, clients, business partners, or other decision-makers. * Creative problem-solving skills to gather relevant information to solve problems. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Standard office hours are 8am to 5pm. * Employee will be expected to work in the office unless otherwise directed by the supervisor. OTHER SKILLS: * Candidates must have experience with Microsoft Office Suite programs (i.e., Word, Excel, and Access or related database software). * Proficiency with professional publication software such as Adobe InDesign * Proficiency with Adobe Creative Cloud The salary range for this position is $50,000 to $65,000 depending upon experience and skills. We offer a wide range of benefits including medical, dental, vision, life insurance, disability, AD&D, Time Off With Pay (TOWP), 401(k) and ESPP plan. About Tetra Tech: Tetra Tech combines the resources of a global, multibillion-dollar company with local, client-focused delivery in more than 400 locations around the world. Our reputation rests on the technical expertise and dedication of our employees-20,000 associates working together to provide smart, scalable solutions for challenging projects. We are proud to be home to leading technical experts in water, environment, infrastructure, resource management, energy, and international development. Explore our open positions at Follow us on social media to learn more about our people, culture, and opportunities: Tetra Tech is proud to be an Equal Opportunity Employer. Diversity, inclusion, and equity are among Tetra Tech's core values. Throughout our history, the company has prioritized equitable inclusion of all people. All qualified candidates will be considered without regard to race, color, religion, national origin, military or veteran status, gender, age, disabilities, sexual orientation, gender identity, pregnancy and pregnancy-related conditions, genetic information and any other characteristics protected by the law. We invite resumes from all interested parties. Please visit our website at to see the array of diverse services and exciting projects we are currently working on. Tetra Tech is a VEVRAA federal contractor and we request priority referral of veterans for available positions. We thank all applicants for their interest, however, only those candidates selected for interviews will be contacted. Please no phone calls or agencies. Additional Information * Organization: 112 EGS
01/30/2022
Full time
Discover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs across the globe will enable you to share ideas and best practices while growing your professional network. Wherever you are in your career journey, you will benefit from working with world-class engineers, scientists, and technical specialists. Apply today and join the company that is Leading with Science®. SUMMARY: Tetra Tech is an industry leader in Infrastructure Asset Management Services. We complete numerous facility, infrastructure, and utility condition assessments and inventory collection projects for government and commercial clients worldwide each year. Our program includes pre-design consulting services in the form of assessments, feasibility studies, requirements analysis, master planning, program management, data analytics, business processes and workflow consulting, organizational change management, and strategic planning, including capital investment planning over short to long planning horizons. Tetra Tech is looking for the right candidate to establish, organize and manage the Asset Management and Planning business operations team. This position will support project managers, architects, engineers, planners, and technical staff in the Asset Management and Planning Program. Overall duties and responsibilities support the development of organized and efficient standardized workflows, bank of proposal support materials (i.e., resumes, project descriptions, capability statements), marketing materials, and a standardized electronic records management system/data warehouse for business operations. Implementation experience of a client relationship management program desired. YOUR ROLE: * Strict adherence to Tetra Tech safety policies. * Implement standard operating procedures for Asset Management business operations and integrate and ensure compatibility with broader Tetra Tech requirements. * Organize and establish historical proposal data into a usable electronic record management system/data warehouse to provide a bank of employee resumes, project descriptions, Asset Management business line capability statements and qualifications. * Provide proposal development, organization, and support to project managers, including technical writing. * Provide marketing support, developing marketing materials (cutsheets, brochures, handouts, slick sheets, conference posters, web content, etc.) conveying Tetra Tech's Asset Management & Planning program. * Support and develop strategic and targeted marketing strategies over short, medium, and long-term planning horizons for specific clients. * Provide quality assurance and technical editing on deliverables prior to delivery to the client. QUALIFICATIONS: * Ability to work independently with minimum Supervisor/Project Manager oversight while maintaining schedule discipline. * Strong communication and interpersonal skills required including technical report writing experience. * Interact with senior leadership, program managers, project managers, technical leads, and co-workers to ensure compliance with program guidance and objectives. * U.S. Citizenship and ability to obtain and maintain a National Agency Check with Local Agency Check (NACLC) clearance from the Department of Defense (DoD). * Valid state driver license and ability to obtain U.S. Passport. * Successfully pass a Department of Motor Vehicles background check by designated company automobile insurance carrier. EDUCATION AND EXPERIENCE: * A bachelor's degree is required. Examples include, Business Administration, Marketing, Finance, this list is not all inclusive. * Candidates without a degree will be considered if they can demonstrate 7+ years of practical experience in business administration, marketing, finance, sales and procurement, contracts. * Previous experience working in the A/E Industry with Federal and State/Municipal clients or large commercial corporations desired. SUPERVISORY RESPONSIBILITIES: (if applicable) Not applicable. PHYSICAL DEMANDS: Exerting up to 50 pounds of force occasionally and/or up to 20 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE AND COMMUNICATION SKILLS: * Candidate must speak, read and understand the English language. Accurate report writing is a requirement of this position. * Excellent oral and written communication skills for preparing and presenting planning reports and projects. * Excellent interpersonal skills for facilitating relationships with Tetra Tech Staff, clients, business partners, or other decision-makers. * Creative problem-solving skills to gather relevant information to solve problems. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Standard office hours are 8am to 5pm. * Employee will be expected to work in the office unless otherwise directed by the supervisor. OTHER SKILLS: * Candidates must have experience with Microsoft Office Suite programs (i.e., Word, Excel, and Access or related database software). * Proficiency with professional publication software such as Adobe InDesign * Proficiency with Adobe Creative Cloud The salary range for this position is $50,000 to $65,000 depending upon experience and skills. We offer a wide range of benefits including medical, dental, vision, life insurance, disability, AD&D, Time Off With Pay (TOWP), 401(k) and ESPP plan. About Tetra Tech: Tetra Tech combines the resources of a global, multibillion-dollar company with local, client-focused delivery in more than 400 locations around the world. Our reputation rests on the technical expertise and dedication of our employees-20,000 associates working together to provide smart, scalable solutions for challenging projects. We are proud to be home to leading technical experts in water, environment, infrastructure, resource management, energy, and international development. Explore our open positions at Follow us on social media to learn more about our people, culture, and opportunities: Tetra Tech is proud to be an Equal Opportunity Employer. Diversity, inclusion, and equity are among Tetra Tech's core values. Throughout our history, the company has prioritized equitable inclusion of all people. All qualified candidates will be considered without regard to race, color, religion, national origin, military or veteran status, gender, age, disabilities, sexual orientation, gender identity, pregnancy and pregnancy-related conditions, genetic information and any other characteristics protected by the law. We invite resumes from all interested parties. Please visit our website at to see the array of diverse services and exciting projects we are currently working on. Tetra Tech is a VEVRAA federal contractor and we request priority referral of veterans for available positions. We thank all applicants for their interest, however, only those candidates selected for interviews will be contacted. Please no phone calls or agencies. Additional Information * Organization: 112 EGS
Company Description It all started with an idea at Square in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, and save to our millions of monthly active users. We want to make the world's relationship with money more relatable, instantly available, and universally accessible. This is our mission, and it's why working at Cash App means so much more than a job. Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward creativity, collaboration and impact. We've been a distributed team since day one, and we've got offices and remote teammates across the globe. Our offices are great, but many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy. Check out our locations, benefits, and more at cash.app/careers to learn more! Job Description As Cash App's Head of Real Estate & Workplace Experience you will lead a multidisciplinary team responsible for managing Cash App's global Real Estate portfolio and Workplace Experience function. In this position you will be charged with building dynamic spaces, programs and processes that enable our employees to be their most productive and creative selves. You will innovate on decades old established programs in order to engage a broadly distributed and growing global team. You are an inspiring leader who excels at managing people and effectively collaborating and communicating with both cross functional business partners and key external vendors. You are organized and methodical with a clear ability to move projects forward. You take pride in making all of our spaces both beautiful and functional, and know how important even the smallest details are to delivering an exceptional experience to our employees - your customers. Your team's efforts will contribute significantly to scaling Cash's unique culture as we rapidly expand. This role can be based out of any of our office locations, or can be remote. Responsibilities Strategically manage Cash App's Real Estate portfolio in coordination with corporate finance and real estate business partners Lead and direct the efforts required to concurrently manage multiple design, construction and facilities projects around the globe Further develop our approach to office design with an aim to build inspiring spaces that meet the needs of a primarily hybrid workforce Actively collaborate with a variety of cross functional business partners to ensure a consistent delivery of exceptional experiences to our employees within our shared office and virtual spaces Own, develop and manage a complex budget consisting of both operating and capital expenditures spanning across various departments including Real Estate and Workplace Lead a team of highly skilled Office Managers Qualifications 10+ years of experience in Real Estate, Workplace and/or Facilities leadership positions Strong analytical, conceptual thinking, strategic planning and execution skills Exceptional verbal and written skills and experience working with senior leadership including C-suite Exceptional track record of establishing relationships, influencing and negotiating competing priorities among business partners Ability to independently establish objectives and build roadmaps that lead towards consistent execution upon goals Proven leadership skills with an ability to motivate, engage, and promote talent Demonstrated comfort working in ambiguous environments, with an ability to maneuver team's workflow to address shifting priorities Capable of accepting and delivering feedback creatively to delivery improved results Experience leading a global portfolio with a demonstrated ability to effectively manage work and lead teams across various geographies and timezones Additional Information We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Square is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Additionally, we consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Square, Inc. (NYSE: SQ) builds tools to empower businesses and individuals to participate in the economy. Sellers use Square to reach buyers online and in person, manage their business, and access financing. Individuals use Cash App to spend, send, store, and invest money. And TIDAL is a global music and entertainment platform that expands Square's purpose of economic empowerment to artists. Square, Inc. has offices in the United States, Canada, Japan, Australia, Ireland, Spain, Norway, and the UK.
09/18/2021
Full time
Company Description It all started with an idea at Square in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, and save to our millions of monthly active users. We want to make the world's relationship with money more relatable, instantly available, and universally accessible. This is our mission, and it's why working at Cash App means so much more than a job. Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward creativity, collaboration and impact. We've been a distributed team since day one, and we've got offices and remote teammates across the globe. Our offices are great, but many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy. Check out our locations, benefits, and more at cash.app/careers to learn more! Job Description As Cash App's Head of Real Estate & Workplace Experience you will lead a multidisciplinary team responsible for managing Cash App's global Real Estate portfolio and Workplace Experience function. In this position you will be charged with building dynamic spaces, programs and processes that enable our employees to be their most productive and creative selves. You will innovate on decades old established programs in order to engage a broadly distributed and growing global team. You are an inspiring leader who excels at managing people and effectively collaborating and communicating with both cross functional business partners and key external vendors. You are organized and methodical with a clear ability to move projects forward. You take pride in making all of our spaces both beautiful and functional, and know how important even the smallest details are to delivering an exceptional experience to our employees - your customers. Your team's efforts will contribute significantly to scaling Cash's unique culture as we rapidly expand. This role can be based out of any of our office locations, or can be remote. Responsibilities Strategically manage Cash App's Real Estate portfolio in coordination with corporate finance and real estate business partners Lead and direct the efforts required to concurrently manage multiple design, construction and facilities projects around the globe Further develop our approach to office design with an aim to build inspiring spaces that meet the needs of a primarily hybrid workforce Actively collaborate with a variety of cross functional business partners to ensure a consistent delivery of exceptional experiences to our employees within our shared office and virtual spaces Own, develop and manage a complex budget consisting of both operating and capital expenditures spanning across various departments including Real Estate and Workplace Lead a team of highly skilled Office Managers Qualifications 10+ years of experience in Real Estate, Workplace and/or Facilities leadership positions Strong analytical, conceptual thinking, strategic planning and execution skills Exceptional verbal and written skills and experience working with senior leadership including C-suite Exceptional track record of establishing relationships, influencing and negotiating competing priorities among business partners Ability to independently establish objectives and build roadmaps that lead towards consistent execution upon goals Proven leadership skills with an ability to motivate, engage, and promote talent Demonstrated comfort working in ambiguous environments, with an ability to maneuver team's workflow to address shifting priorities Capable of accepting and delivering feedback creatively to delivery improved results Experience leading a global portfolio with a demonstrated ability to effectively manage work and lead teams across various geographies and timezones Additional Information We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Square is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Additionally, we consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Square, Inc. (NYSE: SQ) builds tools to empower businesses and individuals to participate in the economy. Sellers use Square to reach buyers online and in person, manage their business, and access financing. Individuals use Cash App to spend, send, store, and invest money. And TIDAL is a global music and entertainment platform that expands Square's purpose of economic empowerment to artists. Square, Inc. has offices in the United States, Canada, Japan, Australia, Ireland, Spain, Norway, and the UK.
Position Summary Commercial Lease Advisory Services - Senior Consultant- Risk & Financial AdvisoryTransactions M&A | Valuation Modeling and Financial AdvisoryPosition SummaryDeloitte's Real Estate Consulting practice is passionate about real estate. Our practice's goal is help clients make better real estate decisions throughout the lifecycle of their real estate. The open position is within our Lease Advisory Services team which is a subset of this practice focused on addressing client issues involving leased real estate. Work you'll doCommercial real estate management is dynamic. It requires an organization's realty department and lease administration teams to be adaptive toward ever-changing market conditions, reporting requirements, and system changes. You'll have the opportunity to work on projects to help advise clients address these issues. You'll help our clients by performing services designed to allow them to more confidently make decisions and execute on those decisions to drive performance. This work can take place directly at the client site or may be before performed remotely from a home office. Your responsibilities could include:Performing lease auditsPerforming lease and real estate document abstraction servicesPerforming lease administration consulting and outsourced servicesPerforming a variety of due diligence activities for acquisitions and/or investment transactionsPerforming financial cash flow modeling, including preparing Argus/Argus Enterprise based modelsPerforming lease data quality and integrity assessmentsPerforming strategic lease positioning assessments, including the calculation of net effective rents, lease language reviews, and market research Regardless of project type, your work will require:Demonstrated leadership and strong verbal and written communication skillsDemonstrated problem solving and critical thinking skillsExperience prioritizing tasks, working on multiple assignments and managing ambiguityExperience working independently and as part of a team with professionals at all levelsTraining, mentoring, and oversight of less experienced professionals and staffProactively managing one's own career- setting goals and career plans with advisory/career counselorThe team:Our Deloitte Advisory Valuation, Modeling and Financial Advisory team brings knowledgeable and experienced professionals in valuation advisory services, including entity and equity valuation, financial and regulatory modeling, intellectual property valuations, and complex securities valuation to help clients make the most appropriate decisions for their business. The Valuation team helps clients quantify, manage, and build value related to intellectual property, business enterprises and financial instruments. We serve as advisors on decisions related to mergers and acquisitions, litigation and disputes, bankruptcy and reorganization, financial reporting, taxation, strategic planning, and compliance. This team also covers the full spectrum of real estate consulting and valuation services, from evaluating large and diverse portfolios to performing single-property analyses to identifying and performing valuations of tangible and intangible real estate-related assets. The team serves clients throughout nearly all industries, handling many types of property-related issues, including due diligence, lease advisory, market analyses, underwriting process evaluations, portfolio related services, litigation support and expert witness services, and complex property analysis and valuation. Our professionals frequently deal with large portfolios of real property assets on a regional, national and even global basis.Learn more about our Valuation market offering at Deloitte.Lease more about our Commercial Lease Advisory Services at Deloitte.Qualifications:Required:3+ years of commercial real estate, advisory, and/or applicable consulting experience involving complex commercial real estate leases and operationsProficiency with Microsoft Excel, Word, and PowerPointFamiliarity with lease administration systems and/or IWMS systems such as CoStar, IBM Tririga, Lucernex, Manhattan One, and/or ProleaseAbility to balance multiple client projects and other responsibilitiesDemonstrated ability to provide services involving accounting and business consulting projects; participate in client presentationsProfessional demeanor and strong communication skills, both written and oralAbility to travel up to 80% (While the ability to travel up to 80% is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future as immigration sponsorship is not available Preferred:Experience performing lease audit and/or internal audits involving leased real estateExposure and/or experience with Argus DCF and/or Argus Enterprise considered positiveProperty accounting and/or management experience considered positiveExperience performing technology enabled real estate lease abstraction considered positiveDesire to develop corporate real estate knowledge and experienceProfessional accreditations and certifications including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified Property Manager (CPM), all considered positive Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Learn more about our commitment to developing our people. As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available. Requisition code: 36672
09/15/2021
Position Summary Commercial Lease Advisory Services - Senior Consultant- Risk & Financial AdvisoryTransactions M&A | Valuation Modeling and Financial AdvisoryPosition SummaryDeloitte's Real Estate Consulting practice is passionate about real estate. Our practice's goal is help clients make better real estate decisions throughout the lifecycle of their real estate. The open position is within our Lease Advisory Services team which is a subset of this practice focused on addressing client issues involving leased real estate. Work you'll doCommercial real estate management is dynamic. It requires an organization's realty department and lease administration teams to be adaptive toward ever-changing market conditions, reporting requirements, and system changes. You'll have the opportunity to work on projects to help advise clients address these issues. You'll help our clients by performing services designed to allow them to more confidently make decisions and execute on those decisions to drive performance. This work can take place directly at the client site or may be before performed remotely from a home office. Your responsibilities could include:Performing lease auditsPerforming lease and real estate document abstraction servicesPerforming lease administration consulting and outsourced servicesPerforming a variety of due diligence activities for acquisitions and/or investment transactionsPerforming financial cash flow modeling, including preparing Argus/Argus Enterprise based modelsPerforming lease data quality and integrity assessmentsPerforming strategic lease positioning assessments, including the calculation of net effective rents, lease language reviews, and market research Regardless of project type, your work will require:Demonstrated leadership and strong verbal and written communication skillsDemonstrated problem solving and critical thinking skillsExperience prioritizing tasks, working on multiple assignments and managing ambiguityExperience working independently and as part of a team with professionals at all levelsTraining, mentoring, and oversight of less experienced professionals and staffProactively managing one's own career- setting goals and career plans with advisory/career counselorThe team:Our Deloitte Advisory Valuation, Modeling and Financial Advisory team brings knowledgeable and experienced professionals in valuation advisory services, including entity and equity valuation, financial and regulatory modeling, intellectual property valuations, and complex securities valuation to help clients make the most appropriate decisions for their business. The Valuation team helps clients quantify, manage, and build value related to intellectual property, business enterprises and financial instruments. We serve as advisors on decisions related to mergers and acquisitions, litigation and disputes, bankruptcy and reorganization, financial reporting, taxation, strategic planning, and compliance. This team also covers the full spectrum of real estate consulting and valuation services, from evaluating large and diverse portfolios to performing single-property analyses to identifying and performing valuations of tangible and intangible real estate-related assets. The team serves clients throughout nearly all industries, handling many types of property-related issues, including due diligence, lease advisory, market analyses, underwriting process evaluations, portfolio related services, litigation support and expert witness services, and complex property analysis and valuation. Our professionals frequently deal with large portfolios of real property assets on a regional, national and even global basis.Learn more about our Valuation market offering at Deloitte.Lease more about our Commercial Lease Advisory Services at Deloitte.Qualifications:Required:3+ years of commercial real estate, advisory, and/or applicable consulting experience involving complex commercial real estate leases and operationsProficiency with Microsoft Excel, Word, and PowerPointFamiliarity with lease administration systems and/or IWMS systems such as CoStar, IBM Tririga, Lucernex, Manhattan One, and/or ProleaseAbility to balance multiple client projects and other responsibilitiesDemonstrated ability to provide services involving accounting and business consulting projects; participate in client presentationsProfessional demeanor and strong communication skills, both written and oralAbility to travel up to 80% (While the ability to travel up to 80% is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future as immigration sponsorship is not available Preferred:Experience performing lease audit and/or internal audits involving leased real estateExposure and/or experience with Argus DCF and/or Argus Enterprise considered positiveProperty accounting and/or management experience considered positiveExperience performing technology enabled real estate lease abstraction considered positiveDesire to develop corporate real estate knowledge and experienceProfessional accreditations and certifications including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and/or Certified Property Manager (CPM), all considered positive Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Learn more about our commitment to developing our people. As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available. Requisition code: 36672
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
03/24/2021
Full time
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
Purpose of Job This role will be located in the Home Office in San Antonio, or at one of our regional offices/remote with frequent travel to the Home Office. Responsible for leading the Anti-Money Laundering (AML) Bank Secrecy Act (BSA) programs to deliver quality and ongoing sustainability of operational functions to include Financial Investigations, Know Your Customer, and OFAC. Oversight of and maintains a governance program, including policies, procedures, and controls to effectively manage the risk of money laundering arising from USAA's operations, and setting and implementing the strategic direction for USAA Federal Savings Bank ("FSB"), USAA Savings Bank ("USB") (collectively "Banks"), P&C, LifeCo, and the overall Enterprise. Sets the standards and provides guidance and support across USAA around member onboarding, due diligence, transaction monitoring, and screening activities for compliance with anti-money laundering and sanctions expectations and related regulatory requirements to ensure deliverables align to USAA and regulatory requirements. Job Requirements Managerial Responsibilities * Leads the design and implementation of the Anti-Money Laundering (AML) Compliance risk management strategies, taking into account business strategy and nuanced supervisory expectations, including how they apply in a matrixed commercial environment. * Oversees teams responsible for regulatory, complex, and critical issues covering USAA as related to the Bank Secrecy Act (BSA)/AML regulatory requirements as well as key enterprise functions. * Exemplifies USAA's mission, core values, culture and desired behaviors - including a culture of compliance risk management. * Develops talent to deliver objectives aligned to the mission; including the identification, development, advancement and retention of talent with requisite compliance capabilities as well as providing leadership and overseeing performance management and staff development activities. * Leads the operational planning of implementation of the AML program for the Bank and Enterprise-including core business processes and technologies. * Oversees execution of AML Compliance initiatives and projects across the banks and the enterprise. * Holds self and others Accountable for meeting commitments by setting and clearly communicating expectations, roles, and responsibilities to others relative to AML Compliance. * Responsible for funding, budgeting and execution of AML initiatives and projects across the businesses and legal entities. Technical and Risk Responsibilities * Responsible for overseeing and governing AML Compliance related activities and actions for the Banks' and the enterprise. * Provides independent oversight to risk management practices across AML Compliance activities. * Formulates and executes a multi-year strategy for a best-in-class AML Compliance program, including AML strategy and analytics across various financial products in the Banks' and various AML Compliance programs across the enterprise. * Identifies and assesses the Banks' AML inherent and control risk, incorporates the outcomes into strategy and risk management oversight practices, and reports the results to the bank board and senior management. * Reviews, addresses, and escalates significant AML issues and activities to Executive Council and/or the appropriate governance committee and its members. * Develops, communicates and reinforces the Banks' risk tolerance and risk appetite statement and associated limits related to AML activities, including how they apply to banking operations. * Monitors the Banks' adherence to AML-related policies and timely closure of AML-related issues and engages in ongoing communication with front line units regarding adherence to AML requirements. * Oversees the monitoring and analysis of AML-related trends, patterns, and external factors impacting the risk levels of the Banks' and communicates and provides recommendations. * Proactively manages relationship and communications with U.S. regulators and internal audit staff for AML Compliance matters, including management of examinations, audits, document production and issue responses. * Liaises with regulatory agencies and other internal control groups on AML related issues -- takes accountability for responding to Matters Requiring Attention (MRAs) and Matters Requiring Immediate Attention (MRIAs) issued by supervisory bodies. * Leads change management activities in connection with MRAs and/or broader regulatory changes. Governance Committees Interacts with or participates in enterprise governance committees, such as: * Bank Compliance Committee * Enterprise and Bank New Activities Approval Committee * USAA Financial Crimes Compliance Committee * Enterprise Compliance Risk Committee * Enterprise Information Governance Committee * Shared Services New Activities Approval Committee Education * Bachelor's degree is required. * Advanced degree such as MBA or Juris Doctorate (JD) is preferred. Experience * A minimum of 12 years of experience in technical discipline (e.g. AML compliance) with a proven track record leading comparable operations. Vast knowledge of the U.S regulatory environment with emphasis on the BSA, USA PATRIOT Act and OFAC programs is required. * A minimum of 8 years of people leadership experience in building, managing and/or developing high-performing teams is required. * Proven experience establishing, implementing and overseeing large financial institution(s) AML program * Extensive background in understanding, evaluating, and monitoring risks in adherence to policies * Demonstrated ability to communicate at all levels of an organization including Board of Directors and Committee members; must also have experience communicating with regulatory agencies * A minimum of 8 years of relevant experience in a large financial institution ($100 billion +), including 5+ years post-Dodd Frank, in a supervisory role as a regulator, in a senior role directly interacting with regulators, or in a senior staff role within an AML department is preferred. Regulatory Understanding* * Federal regulations and supervisory guidance: 12 CFR Part 30, including Appendices A through E * 12 CFR 9 - Bank Fiduciary Activities * Federal Reserve Supervisory Guidance Documents: * SR 08-08 (Compliance Risk Management Programs) * Bank Holding Company Examination Manual * Federal Reserve proposals concerning Board effectiveness and core principles of effective senior management, management of business lines, and independent risk management and controls * OCC Supervisory Guidance Documents: Large Bank Supervision Handbook; Corporate and Risk Governance Handbook; and key OCC bulletins (New Products and Services Risk Management; Third Party Risk Management) * FFIEC: BSA/AML Manual; IT/Cyber Handbooks * CFPB: Consumer Protection Regulations; UDAAP * Regulatory understanding is for illustrative purposes. Roles would need an understanding of all federal and state laws and regulatory guidance applicable to the organization and responsibilities of the role. Note: The above statements are intended to describe the general nature and level of work being performed by employees in this position. They are not intended to be an exhaustive list of all duties, responsibilities and qualifications of employees assigned this job. Certifications Industry certification such as Certified Anti-Money Laundering Specialist (CAMS) is preferred. 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 position. The salary range for this position is $312,600- $562,900. Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Stipend: As an EMG Member, you will receive an annual stipend (amounts determined by level) which will be paid in quarterly installments. Medical Stipend: As a Senior Officer, you will receive an Annual Medical Stipend for you and your spouse 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. Please click on the link below for more details. USAA Total Rewards THIS POSTING WILL BE AVAILABLE TO INTERNAL CANDIDATES UNTIL 11:59PM ON SUNDAY, MARCH 14
03/24/2021
Full time
Purpose of Job This role will be located in the Home Office in San Antonio, or at one of our regional offices/remote with frequent travel to the Home Office. Responsible for leading the Anti-Money Laundering (AML) Bank Secrecy Act (BSA) programs to deliver quality and ongoing sustainability of operational functions to include Financial Investigations, Know Your Customer, and OFAC. Oversight of and maintains a governance program, including policies, procedures, and controls to effectively manage the risk of money laundering arising from USAA's operations, and setting and implementing the strategic direction for USAA Federal Savings Bank ("FSB"), USAA Savings Bank ("USB") (collectively "Banks"), P&C, LifeCo, and the overall Enterprise. Sets the standards and provides guidance and support across USAA around member onboarding, due diligence, transaction monitoring, and screening activities for compliance with anti-money laundering and sanctions expectations and related regulatory requirements to ensure deliverables align to USAA and regulatory requirements. Job Requirements Managerial Responsibilities * Leads the design and implementation of the Anti-Money Laundering (AML) Compliance risk management strategies, taking into account business strategy and nuanced supervisory expectations, including how they apply in a matrixed commercial environment. * Oversees teams responsible for regulatory, complex, and critical issues covering USAA as related to the Bank Secrecy Act (BSA)/AML regulatory requirements as well as key enterprise functions. * Exemplifies USAA's mission, core values, culture and desired behaviors - including a culture of compliance risk management. * Develops talent to deliver objectives aligned to the mission; including the identification, development, advancement and retention of talent with requisite compliance capabilities as well as providing leadership and overseeing performance management and staff development activities. * Leads the operational planning of implementation of the AML program for the Bank and Enterprise-including core business processes and technologies. * Oversees execution of AML Compliance initiatives and projects across the banks and the enterprise. * Holds self and others Accountable for meeting commitments by setting and clearly communicating expectations, roles, and responsibilities to others relative to AML Compliance. * Responsible for funding, budgeting and execution of AML initiatives and projects across the businesses and legal entities. Technical and Risk Responsibilities * Responsible for overseeing and governing AML Compliance related activities and actions for the Banks' and the enterprise. * Provides independent oversight to risk management practices across AML Compliance activities. * Formulates and executes a multi-year strategy for a best-in-class AML Compliance program, including AML strategy and analytics across various financial products in the Banks' and various AML Compliance programs across the enterprise. * Identifies and assesses the Banks' AML inherent and control risk, incorporates the outcomes into strategy and risk management oversight practices, and reports the results to the bank board and senior management. * Reviews, addresses, and escalates significant AML issues and activities to Executive Council and/or the appropriate governance committee and its members. * Develops, communicates and reinforces the Banks' risk tolerance and risk appetite statement and associated limits related to AML activities, including how they apply to banking operations. * Monitors the Banks' adherence to AML-related policies and timely closure of AML-related issues and engages in ongoing communication with front line units regarding adherence to AML requirements. * Oversees the monitoring and analysis of AML-related trends, patterns, and external factors impacting the risk levels of the Banks' and communicates and provides recommendations. * Proactively manages relationship and communications with U.S. regulators and internal audit staff for AML Compliance matters, including management of examinations, audits, document production and issue responses. * Liaises with regulatory agencies and other internal control groups on AML related issues -- takes accountability for responding to Matters Requiring Attention (MRAs) and Matters Requiring Immediate Attention (MRIAs) issued by supervisory bodies. * Leads change management activities in connection with MRAs and/or broader regulatory changes. Governance Committees Interacts with or participates in enterprise governance committees, such as: * Bank Compliance Committee * Enterprise and Bank New Activities Approval Committee * USAA Financial Crimes Compliance Committee * Enterprise Compliance Risk Committee * Enterprise Information Governance Committee * Shared Services New Activities Approval Committee Education * Bachelor's degree is required. * Advanced degree such as MBA or Juris Doctorate (JD) is preferred. Experience * A minimum of 12 years of experience in technical discipline (e.g. AML compliance) with a proven track record leading comparable operations. Vast knowledge of the U.S regulatory environment with emphasis on the BSA, USA PATRIOT Act and OFAC programs is required. * A minimum of 8 years of people leadership experience in building, managing and/or developing high-performing teams is required. * Proven experience establishing, implementing and overseeing large financial institution(s) AML program * Extensive background in understanding, evaluating, and monitoring risks in adherence to policies * Demonstrated ability to communicate at all levels of an organization including Board of Directors and Committee members; must also have experience communicating with regulatory agencies * A minimum of 8 years of relevant experience in a large financial institution ($100 billion +), including 5+ years post-Dodd Frank, in a supervisory role as a regulator, in a senior role directly interacting with regulators, or in a senior staff role within an AML department is preferred. Regulatory Understanding* * Federal regulations and supervisory guidance: 12 CFR Part 30, including Appendices A through E * 12 CFR 9 - Bank Fiduciary Activities * Federal Reserve Supervisory Guidance Documents: * SR 08-08 (Compliance Risk Management Programs) * Bank Holding Company Examination Manual * Federal Reserve proposals concerning Board effectiveness and core principles of effective senior management, management of business lines, and independent risk management and controls * OCC Supervisory Guidance Documents: Large Bank Supervision Handbook; Corporate and Risk Governance Handbook; and key OCC bulletins (New Products and Services Risk Management; Third Party Risk Management) * FFIEC: BSA/AML Manual; IT/Cyber Handbooks * CFPB: Consumer Protection Regulations; UDAAP * Regulatory understanding is for illustrative purposes. Roles would need an understanding of all federal and state laws and regulatory guidance applicable to the organization and responsibilities of the role. Note: The above statements are intended to describe the general nature and level of work being performed by employees in this position. They are not intended to be an exhaustive list of all duties, responsibilities and qualifications of employees assigned this job. Certifications Industry certification such as Certified Anti-Money Laundering Specialist (CAMS) is preferred. 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 position. The salary range for this position is $312,600- $562,900. Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Stipend: As an EMG Member, you will receive an annual stipend (amounts determined by level) which will be paid in quarterly installments. Medical Stipend: As a Senior Officer, you will receive an Annual Medical Stipend for you and your spouse 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. Please click on the link below for more details. USAA Total Rewards THIS POSTING WILL BE AVAILABLE TO INTERNAL CANDIDATES UNTIL 11:59PM ON SUNDAY, MARCH 14
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
03/24/2021
Full time
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
Purpose of Job We are seeking a talented Senior Audit Manager - Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years' experience in large financial services internal audit department, * 5+ years' experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
03/24/2021
Full time
Purpose of Job We are seeking a talented Senior Audit Manager - Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years' experience in large financial services internal audit department, * 5+ years' experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
03/24/2021
Full time
Purpose of Job We are seeking a talented Senior Audit Manager Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For, and we've ranked among Victory Media's Top 10 Military Friendly Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years experience in large financial services internal audit department, * 5+ years experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation *Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. *Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards () For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have managers approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
Purpose of Job We are seeking a talented Senior Audit Manager - Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years' experience in large financial services internal audit department, * 5+ years' experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time
03/24/2021
Full time
Purpose of Job We are seeking a talented Senior Audit Manager - Consumer Banking for our San Antonio, TX, Phoenix, AZ, Plano, TX or Tampa, FL facilities. Relocation assistance is available for this position. Remote work is not available. About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply. Purpose of the Job Manages audit engagements, varying in complexity, and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting. Manages strategic initiatives and assists with the development and implementation of a risk-based audit plan. Serves, and/or partners with subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. Adheres to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. Job Requirements PRIMARY RESPONSIBILITIES * Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks. * Manages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. * Independently prepares, reviews, and leads continuous monitoring and advisory activities, special reviews and investigations. * Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards. * Approves the engagement risk and control matrix and scope of the audit for final review and approval by Audit Leadership. * Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action. * Drafts the related audit issues and audit reports for issuance to respective client leadership conducting follow-up activities. * Responsible for quality of audit reviews with final signoff of work papers; proposes and/or recommends updates to the universe risk assessment of the entity based on audit results. * Leads team activities and provides feedback to the team on audit activities related to planning and scoping, testing and sampling methodology and testing conclusions that demonstrate critical thinking ability. * Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business. * Communicates effectively with business/clients to include delivering both risk-based and difficult messages. * May be asked to communicate with regulators and executive leaders. * Provides recommendations on staffing assignments to audit leadership and guidance to staff members. * Provides coaching and guidance to other auditors ensuring timeliness and quality of audit engagement deliverables. * May deliver audit team end of engagement evaluations. * Provides input into the creation of the internal audit universe and audit entities risk profile. Updates universe risk assessment information with current and applicable research and industry feedback. * Participates in development of the Audit annual plan for assigned areas of responsibility including proper assessment and coverage of risks and emerging risks and * assists with execution of the annual plan. MINIMUM REQUIREMENTS * Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology OR four additional years of related experience beyond minimum required may be substituted in lieu of a degree. * 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. * Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. * Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. * Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. * Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. * Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. * Experience in overseeing work with both internal and external partners in a highly collaborative environment * Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. * Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. PREFERRED REQUIREMENTS * 8+ years' experience in large financial services internal audit department, * 5+ years' experience supervising or leading end-to-end engagements as the Auditor-in-Charge (AIC) and/or leadership experience within consumer banking audit * Demonstrated knowledge of internal controls, business and information technology risks and/or audit techniques in a large financial services organization * Demonstrated knowledge of the banking regulatory environment for large financial services * Experience working in a highly regulated environment, and reviewing work product with external regulators * Ability to develop innovative audit strategies and methodologies * Advanced knowledge of Consumer Banking products and processes with focus on Deposits, Payment Systems, or Money Movement risk and controls (ACH, P2P, Wires, Check Processing, Bill Pay, Remote Deposit Capture, etc) * Exceptional communication and project management skills * Preferred designations include CIA (Certified Internal Auditor), CISA (Certified Information Systems Auditor), or other relevant business designation * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. 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. 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 position. The salary range for this position is: $97,200-$175,000.00 *(this does not include geographical differential, it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 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. Please click on the link below for more details. USAA Total Rewards For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 1/26/2021 by 11:59 pm CST time