McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Description This individual is accountable for understanding the customer, the customer agreements and the associated financial implications, understanding the customers aspirations, understanding the competition and developing strategic plans with and for our customers to best position them in the market to achieve their aspirations while also helping McKesson grow and strengthens our business relationship. This individual will be integral to developing our go-to-market strategy with specific customers, analyzing and framing opportunities that demonstrate our thought leadership, drive growth, retention, and engagement, and supporting the business in promoting our value. In this challenging role, the Director works directly with the Vice President of Strategic Partnerships among others to create annual joint strategic plans with customers as well as joint scorecards and quarterly business reviews for this $100B business. The team maintains an Enterprise First mindset and fosters collaboration with other teams across McKesson. Key Responsibilities: Strategic Consulting: understand customer needs and pain points to develop holistic strategies which take market dynamics, customer positions, healthcare ecosystem, and financial implications into consideration when consulting on key considerations and recommendations for development of joint strategic plans. Analyzes and develops customer-specific financial opportunities by understanding the customer contract, competitive pressures, and opportunities and combining this knowledge with a knowledge of McKesson's capabilities to deliver customer results. Coordinates across McKesson business units to ensure a holistic view of the McKesson-customer relationship and to develop new and unique solutions to bring to market. Uses deep understanding of the market to propose and evaluate differentiating product and business solutions that help our customers with their challenge areas and helps to grow and expand our footprint Establishes annual customer objectives, prioritizes areas of focus, and applies business unit context while understanding the interests and concerns of key stakeholders across the enterprise to inform a broad, McKesson-wide viewpoint Defines and manages multiple and complex strategic projects towards high quality deliverables (including financial analysis and pro formas) and timelines Drives internal alignment to the business unit and customer-specific strategies to ensure execution. Produce deliverables: create PowerPoint decks that clearly communicate business story, strategic insights, key takeaways, and then present insights and recommendations directly to client executives, spurring interactive dialogue. Act as a point person for content and structure thinking. Self-starter with an intellectual curiosity, motivated to keep moving forward and find new ways to solve challenging and complex business issues Ability to organize, analyze, and synthesize large sets of data to influence strategic decisions Strong command of Microsoft Office (Excel, PowerPoint, etc.) and Tableau Minimum Requirements 7+ years relevant experience Critical Skills 7+ years strategy consulting, strategic planning, business development, strategic marketing, or relevant industry experience (e.g., finance, product strategy, healthcare economics, corporate strategy) 5+ years broad healthcare industry experience required (pharmacy exp preferred) Additional Skills Strategic Thinking : evaluating industry trends, developing long-term implications and recommending pragmatic strategies for new business opportunities Analytical Rigor: ability to bring structure to ill-defined problems and intellectual leadership to problem solving; synthesize insights from analysis and ensure credible, actionable recommendations Marketing Strategy: experience developing and implementing marketing strategies that drive customer growth and retention within a large healthcare company Financial Acumen: understanding of financial modeling and experience with financial planning, budgeting and capital allocation in the context of strategic planning to maximize shareholder value Communications skills: ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively Navigate Matrix Organization : ability to navigate complex organization with shifting priorities Healthcare Knowledge : knowledge of stakeholders, trends, economic drivers and policy across healthcare Education 4-year Bachelor's degree in business or finance, or related field or equivalent experience MBA preferred Physical Requirements General office demands Travel 20% At McKesson, we care about the well-being of the patients and communities we serve, and that starts with caring for our people. That's why we have a Total Rewards package that includes comprehensive benefits to support physical, mental, and financial well-being . Our Total Rewards offerings serve the different needs of our diverse employee population and ensure they are the healthiest versions of themselves. For more information regarding benefits at McKesson, please click here. As part of Total Rewards, we are proud to offer a competitive compensation package at McKesson. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. Our Base Pay Range for this position $111,000 - $185,000 McKesson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.Qualified applicants will not be disqualified from consideration for employment based upon criminal history. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to . Resumes or CVs submitted to this email box will not be accepted. Current employees must apply through the internal career site. Join us at McKesson!
03/19/2024
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Position Description This individual is accountable for understanding the customer, the customer agreements and the associated financial implications, understanding the customers aspirations, understanding the competition and developing strategic plans with and for our customers to best position them in the market to achieve their aspirations while also helping McKesson grow and strengthens our business relationship. This individual will be integral to developing our go-to-market strategy with specific customers, analyzing and framing opportunities that demonstrate our thought leadership, drive growth, retention, and engagement, and supporting the business in promoting our value. In this challenging role, the Director works directly with the Vice President of Strategic Partnerships among others to create annual joint strategic plans with customers as well as joint scorecards and quarterly business reviews for this $100B business. The team maintains an Enterprise First mindset and fosters collaboration with other teams across McKesson. Key Responsibilities: Strategic Consulting: understand customer needs and pain points to develop holistic strategies which take market dynamics, customer positions, healthcare ecosystem, and financial implications into consideration when consulting on key considerations and recommendations for development of joint strategic plans. Analyzes and develops customer-specific financial opportunities by understanding the customer contract, competitive pressures, and opportunities and combining this knowledge with a knowledge of McKesson's capabilities to deliver customer results. Coordinates across McKesson business units to ensure a holistic view of the McKesson-customer relationship and to develop new and unique solutions to bring to market. Uses deep understanding of the market to propose and evaluate differentiating product and business solutions that help our customers with their challenge areas and helps to grow and expand our footprint Establishes annual customer objectives, prioritizes areas of focus, and applies business unit context while understanding the interests and concerns of key stakeholders across the enterprise to inform a broad, McKesson-wide viewpoint Defines and manages multiple and complex strategic projects towards high quality deliverables (including financial analysis and pro formas) and timelines Drives internal alignment to the business unit and customer-specific strategies to ensure execution. Produce deliverables: create PowerPoint decks that clearly communicate business story, strategic insights, key takeaways, and then present insights and recommendations directly to client executives, spurring interactive dialogue. Act as a point person for content and structure thinking. Self-starter with an intellectual curiosity, motivated to keep moving forward and find new ways to solve challenging and complex business issues Ability to organize, analyze, and synthesize large sets of data to influence strategic decisions Strong command of Microsoft Office (Excel, PowerPoint, etc.) and Tableau Minimum Requirements 7+ years relevant experience Critical Skills 7+ years strategy consulting, strategic planning, business development, strategic marketing, or relevant industry experience (e.g., finance, product strategy, healthcare economics, corporate strategy) 5+ years broad healthcare industry experience required (pharmacy exp preferred) Additional Skills Strategic Thinking : evaluating industry trends, developing long-term implications and recommending pragmatic strategies for new business opportunities Analytical Rigor: ability to bring structure to ill-defined problems and intellectual leadership to problem solving; synthesize insights from analysis and ensure credible, actionable recommendations Marketing Strategy: experience developing and implementing marketing strategies that drive customer growth and retention within a large healthcare company Financial Acumen: understanding of financial modeling and experience with financial planning, budgeting and capital allocation in the context of strategic planning to maximize shareholder value Communications skills: ability to develop rapport and credibility across the organization, promote ideas and proposals persuasively Navigate Matrix Organization : ability to navigate complex organization with shifting priorities Healthcare Knowledge : knowledge of stakeholders, trends, economic drivers and policy across healthcare Education 4-year Bachelor's degree in business or finance, or related field or equivalent experience MBA preferred Physical Requirements General office demands Travel 20% At McKesson, we care about the well-being of the patients and communities we serve, and that starts with caring for our people. That's why we have a Total Rewards package that includes comprehensive benefits to support physical, mental, and financial well-being . Our Total Rewards offerings serve the different needs of our diverse employee population and ensure they are the healthiest versions of themselves. For more information regarding benefits at McKesson, please click here. As part of Total Rewards, we are proud to offer a competitive compensation package at McKesson. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. Our Base Pay Range for this position $111,000 - $185,000 McKesson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.Qualified applicants will not be disqualified from consideration for employment based upon criminal history. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to . Resumes or CVs submitted to this email box will not be accepted. Current employees must apply through the internal career site. Join us at McKesson!
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Reporting to the Associate Director of Business Analytics, you will be a necessary subject matter expert in supporting CSL Behring brand teams with strategic insight through quantitative analytics. As a strategic partner to the US marketing teams, you will design and lead programs relating to quantitative market and brand analytics for key in line and development product areas. You will develop metrics and tools to measure key performance indicators that connect strategic intent with tactical execution, supporting North America Commercial Operations short and long-range strategic plans. You will adapt new technologies to automate and integrate across multiple data sources to address main business questions and create important insights for commercial teams. You will take a leadership role in making CSL Behring more responsive to market changes motivated by consumer needs and competitive dynamics. With strong business acumen, you will integrate and cross analyze both quantitative and qualitative information from multiple sources into a comprehensive evaluation with well-supported recommendations that are relevant and actionable. An entrepreneurial mindset and a desire to grow with the position are important. Main Responsibilities: Plan and execute commercial data modeling and scenario analysis using a mix of secondary and primary research techniques. Deliver high quality, and relevant insights that characterize opportunities and risks and translate into clear management recommendations with associated possible effects for the business. Decision support using a broad range of quantitative techniques to analyze, interpret and understand main business and market dynamics. Present detailed quantitative analysis and qualitative insights to senior leadership in a manner that is easily interpreted and aids strategic decision-making. Operate as a partner to CSL Behring brand teams through provision of research and analysis to provide quantitative market, competitor and brand insights. Collaborate with Sales, Marketing, Market Access , Sales operations, Forecasting , Market Research and CI to identify external or internal threats and opportunities for CSL portfolio. Work with the North American business teams and Market Research technical leads to develop a deeper understanding of patient dynamics for CSL brands. Leverage primary and secondary data using appropriate analytical methods, techniques, tools and applications; Partner with Business Analytics team member, third-party vendors and internal partners to conduct analysis that inform brand forecasts and reflect important brand investments and deployment of resource. Develop and implement quantitative measurements that ensure North American Commercial Operations' franchise and brand level tactical focus and execution is aligned with strategic intent. Evaluate and deploy the appropriate vendors, tools, methodologies and analytical techniques to ensure cost-effective output. For assigned projects, manage and negotiate all research & analytics related expenses to ensure the cost-effective use of resources. Qualifications: Bachelor's degree required with quantitative focus (mathematics, engineering, statistics, economics) 7+ years' in pharmaceutical commercial analysis working on secondary data including Claims, EMR, Sales 5+ years' experience working with SAS, R , SQL, Tableau along with relational databases Working knowledge of cloud computing (AWS), AIML and predictive modeling Prior experience working in Pharma consulting, biotech or biopharmaceutical preferred Different qualifications or responsibilities may apply based on local legal and/or educational requirements. Refer to local job documentation where applicable. Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
03/19/2024
Full time
Reporting to the Associate Director of Business Analytics, you will be a necessary subject matter expert in supporting CSL Behring brand teams with strategic insight through quantitative analytics. As a strategic partner to the US marketing teams, you will design and lead programs relating to quantitative market and brand analytics for key in line and development product areas. You will develop metrics and tools to measure key performance indicators that connect strategic intent with tactical execution, supporting North America Commercial Operations short and long-range strategic plans. You will adapt new technologies to automate and integrate across multiple data sources to address main business questions and create important insights for commercial teams. You will take a leadership role in making CSL Behring more responsive to market changes motivated by consumer needs and competitive dynamics. With strong business acumen, you will integrate and cross analyze both quantitative and qualitative information from multiple sources into a comprehensive evaluation with well-supported recommendations that are relevant and actionable. An entrepreneurial mindset and a desire to grow with the position are important. Main Responsibilities: Plan and execute commercial data modeling and scenario analysis using a mix of secondary and primary research techniques. Deliver high quality, and relevant insights that characterize opportunities and risks and translate into clear management recommendations with associated possible effects for the business. Decision support using a broad range of quantitative techniques to analyze, interpret and understand main business and market dynamics. Present detailed quantitative analysis and qualitative insights to senior leadership in a manner that is easily interpreted and aids strategic decision-making. Operate as a partner to CSL Behring brand teams through provision of research and analysis to provide quantitative market, competitor and brand insights. Collaborate with Sales, Marketing, Market Access , Sales operations, Forecasting , Market Research and CI to identify external or internal threats and opportunities for CSL portfolio. Work with the North American business teams and Market Research technical leads to develop a deeper understanding of patient dynamics for CSL brands. Leverage primary and secondary data using appropriate analytical methods, techniques, tools and applications; Partner with Business Analytics team member, third-party vendors and internal partners to conduct analysis that inform brand forecasts and reflect important brand investments and deployment of resource. Develop and implement quantitative measurements that ensure North American Commercial Operations' franchise and brand level tactical focus and execution is aligned with strategic intent. Evaluate and deploy the appropriate vendors, tools, methodologies and analytical techniques to ensure cost-effective output. For assigned projects, manage and negotiate all research & analytics related expenses to ensure the cost-effective use of resources. Qualifications: Bachelor's degree required with quantitative focus (mathematics, engineering, statistics, economics) 7+ years' in pharmaceutical commercial analysis working on secondary data including Claims, EMR, Sales 5+ years' experience working with SAS, R , SQL, Tableau along with relational databases Working knowledge of cloud computing (AWS), AIML and predictive modeling Prior experience working in Pharma consulting, biotech or biopharmaceutical preferred Different qualifications or responsibilities may apply based on local legal and/or educational requirements. Refer to local job documentation where applicable. Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
Golden Malted - New Carbon Company
Glen Mills, Pennsylvania
About Golden Malted Headquartered in Glen Mills, Pennsylvania, Golden Malted (New Carbon, LLC) is the largest supplier of waffle irons and waffle mix to the hospitality and foodservice industry. The Company provides a comprehensive turnkey waffle program consisting of mixes, toppings, and flavorings along with waffle iron equipment and related maintenance to over 40,000 customer locations throughout North America. The Company's renowned irons and mixes have been used in leading restaurants, hotels, colleges, and theme parks for over 85 years. As a complete B2B solution provider for the waffle category, the Company enables customers such as hotels, institutions and restaurants the ability to offer their guests a consistently high-quality, delicious product at high margins without the typical obstacles associated with serving waffles. Golden Malted's well-established geographic footprint provides coast to coast coverage in the U.S. and a global distribution partner network that can service customers across the U.S. and in 45 countries. Golden Malted intends to expand well beyond its current customer base into new markets and channels. Through a strategic expansion of sales, distribution, and support services the company is positioning to penetrate the broader foodservice industry at a rapid rate to significantly accelerate growth. Innovation in formats, mixes, toppings and flavorings will accompany the entrance into new market channels and reinvigorating the existing customer base. Golden Malted employs 215 associates with a geographically dispersed route delivery team of 100. Over 80 distribution centers are located across the United States along with a waffle iron manufacturing and refurbishment center in South Bend, Indiana to ensure prompt distribution to all customers. It is an exciting time to join Golden Malted with the infusion of new resources, new growth, and an emphasis on innovation. Additional information can be found at Golden Malted was purchased by Arbor Investments, LLC in June of 2023. Additional information can be found at Role Purpose and Accountabilities Purpose The Director of FP&A is responsible for all financial planning activity, monthly quarterly and annual forecasts, cash forecasting and customer specific pricing on quarterly and annual basis, all financial ad hoc analysis throughout the business including flux analysis, ROI analysis on investments and Capex projects as well as all other financial support initiatives. This newly created role with report directly to the Chief Financial Officer and will work alongside all business functions to set strategy and further accelerate profitability goals. Key Accountabilities Serving as a passionate leader of the financial planning function, the Director of FP&A will quickly and effectively develop best-in-class pricing, forecasting, and analysis support to the growing company. In order to be successful in this role, the Director of FP&A will be highly impactful and effective across the following: Financial Planning and Analysis Process • Annual Budgeting: o Develop comprehensive annual budgets for the company. o Collaborate with various departments to gather necessary input for budgeting. • Monthly Tracking: o Establish a robust system for tracking actual financial performance against budget on a monthly basis. o Implement effective measures to address any budgetary deviations promptly. • KPI Metrics Tracking: o Develop and monitor key performance indicators (KPIs) to assess and drive business performance. o Regularly report on KPI metrics to relevant stakeholders. • Financial Reporting and Analysis: o Generate detailed financial reports for internal and external stakeholders. o Conduct in-depth financial analysis to identify trends, opportunities, and areas for improvement. • Cash Flow Forecasting: o Develop and maintain accurate cash flow forecasts. o Implement strategies to optimize cash flow and liquidity. • FP&A Team Leadership: o Lead and manage the FP&A team to achieve finance objectives. o Foster a collaborative and high-performance work environment. Budget Development and Management • Operating and Capital Budgets: o Assist in the development of operating and capital budgets. o Ensure alignment of budgets with overall business strategy. • Rolling Forecast Process: o Establish and maintain a rolling forecast process to adapt to changing business conditions. o Incorporate feedback from various stakeholders in the forecasting process. Cost Management and Analysis • Cost Center Oversight: o Track and manage actual vs. budget for all cost centers. o Review and report on budget variances, providing insights to close gaps. • Inventory Management: o Supervise and analyze inventory transactions. o Investigate and address inventory discrepancies in a timely manner. • Operational Cost Audits: o Conduct operational cost audits, including actual vs. KPI reporting. o Identify areas for cost efficiencies and process improvements. • Variable and Fixed Cost Analysis: o Analyze all variable and fixed costs. o Provide insights to optimize cost structures while maintaining operational effectiveness. Financial Reporting and Support • Month-End, Quarterly, and Year-End Closings: o Assist in month-end, quarterly, and year-end closings. o Participate in cycle and annual year-end physical inventory counts. • Capital Projects and Fixed Assets: o Track and report on capital projects for management review. o Maintain the fixed asset system and ensure accuracy in reporting. • Miscellaneous Reporting: o Support the corporate financial staff with miscellaneous reporting as required. Customer Pricing • Pricing Methodologies: o Develop and implement detailed and systematic customer pricing methodologies. o Conduct pricing evaluations for current and prospective customers. Reporting Structure Reports To: Chief Financial Officer Peer(s): Controller, Senior Controller Team: FP&A Supervisor, Financial Analyst Essential Functions and Required Skills/Abilities Essential Skills High level of attention to detail. Exceptional proficiency with the Microsoft Suite, particularly with Microsoft Excel. Experience with data visualization tools. Tableau, PowerBI experience is a plus. Able to translate data from an ERP into actionable operational insights. Capacity to build models from scratch. Possesses presentation capabilities to internal stakeholders. Organizational skills including the ability to prioritize workload to meet deadlines. Excellent verbal and written communication skills necessary to persuade and influence decision making of individuals, groups, or work teams, and to explain difficult issues. Able to work in a fast-paced environment and through ambiguity. Ability to focus on priorities, making timely decisions, and maximizing empowerment. Other Attributes Desired o Intelligent - continuous learner, quickly assesses his/her/their environment. o Team-Oriented - collaborates cross-functionally; promotes this collaboration by valuing other and building trust-based relationships. o Data-driven - makes decisions from data, advising management team with metrics. o Entrepreneurial Drive - energized by the functional buildout and ambiguity associated with the role. o Curious - Approaches situations and processes with open-mindedness while applying best practices and new learning. o Problem-solver - inspired, not frustrated by a problem. o Self-starter - is motivated by outcomes and working in small groups/individually. o Educator - able to bring others up to speed on the value the financial planning function can provide. o Passionate - possesses a desire to positively contribute across the organization. Background Required and/or Preferred BA/BS or equivalent work experience in accounting, finance, or business Minimum of 8 years' experience of financial-related experience, with 5+ years of financial experience. Experience and understanding of foodservice, food manufacturing, manufacturing, hospitality, CPG, or restaurants strongly preferred. Experience with multi-site service models are also a plus. Location Candidate will preferably reside near the corporate headquarters in Glen Mills, PA. Compensation Golden Malted is prepared to offer a compelling compensation package inclusive of a base, performance-based bonus, and benefits.
03/18/2024
Full time
About Golden Malted Headquartered in Glen Mills, Pennsylvania, Golden Malted (New Carbon, LLC) is the largest supplier of waffle irons and waffle mix to the hospitality and foodservice industry. The Company provides a comprehensive turnkey waffle program consisting of mixes, toppings, and flavorings along with waffle iron equipment and related maintenance to over 40,000 customer locations throughout North America. The Company's renowned irons and mixes have been used in leading restaurants, hotels, colleges, and theme parks for over 85 years. As a complete B2B solution provider for the waffle category, the Company enables customers such as hotels, institutions and restaurants the ability to offer their guests a consistently high-quality, delicious product at high margins without the typical obstacles associated with serving waffles. Golden Malted's well-established geographic footprint provides coast to coast coverage in the U.S. and a global distribution partner network that can service customers across the U.S. and in 45 countries. Golden Malted intends to expand well beyond its current customer base into new markets and channels. Through a strategic expansion of sales, distribution, and support services the company is positioning to penetrate the broader foodservice industry at a rapid rate to significantly accelerate growth. Innovation in formats, mixes, toppings and flavorings will accompany the entrance into new market channels and reinvigorating the existing customer base. Golden Malted employs 215 associates with a geographically dispersed route delivery team of 100. Over 80 distribution centers are located across the United States along with a waffle iron manufacturing and refurbishment center in South Bend, Indiana to ensure prompt distribution to all customers. It is an exciting time to join Golden Malted with the infusion of new resources, new growth, and an emphasis on innovation. Additional information can be found at Golden Malted was purchased by Arbor Investments, LLC in June of 2023. Additional information can be found at Role Purpose and Accountabilities Purpose The Director of FP&A is responsible for all financial planning activity, monthly quarterly and annual forecasts, cash forecasting and customer specific pricing on quarterly and annual basis, all financial ad hoc analysis throughout the business including flux analysis, ROI analysis on investments and Capex projects as well as all other financial support initiatives. This newly created role with report directly to the Chief Financial Officer and will work alongside all business functions to set strategy and further accelerate profitability goals. Key Accountabilities Serving as a passionate leader of the financial planning function, the Director of FP&A will quickly and effectively develop best-in-class pricing, forecasting, and analysis support to the growing company. In order to be successful in this role, the Director of FP&A will be highly impactful and effective across the following: Financial Planning and Analysis Process • Annual Budgeting: o Develop comprehensive annual budgets for the company. o Collaborate with various departments to gather necessary input for budgeting. • Monthly Tracking: o Establish a robust system for tracking actual financial performance against budget on a monthly basis. o Implement effective measures to address any budgetary deviations promptly. • KPI Metrics Tracking: o Develop and monitor key performance indicators (KPIs) to assess and drive business performance. o Regularly report on KPI metrics to relevant stakeholders. • Financial Reporting and Analysis: o Generate detailed financial reports for internal and external stakeholders. o Conduct in-depth financial analysis to identify trends, opportunities, and areas for improvement. • Cash Flow Forecasting: o Develop and maintain accurate cash flow forecasts. o Implement strategies to optimize cash flow and liquidity. • FP&A Team Leadership: o Lead and manage the FP&A team to achieve finance objectives. o Foster a collaborative and high-performance work environment. Budget Development and Management • Operating and Capital Budgets: o Assist in the development of operating and capital budgets. o Ensure alignment of budgets with overall business strategy. • Rolling Forecast Process: o Establish and maintain a rolling forecast process to adapt to changing business conditions. o Incorporate feedback from various stakeholders in the forecasting process. Cost Management and Analysis • Cost Center Oversight: o Track and manage actual vs. budget for all cost centers. o Review and report on budget variances, providing insights to close gaps. • Inventory Management: o Supervise and analyze inventory transactions. o Investigate and address inventory discrepancies in a timely manner. • Operational Cost Audits: o Conduct operational cost audits, including actual vs. KPI reporting. o Identify areas for cost efficiencies and process improvements. • Variable and Fixed Cost Analysis: o Analyze all variable and fixed costs. o Provide insights to optimize cost structures while maintaining operational effectiveness. Financial Reporting and Support • Month-End, Quarterly, and Year-End Closings: o Assist in month-end, quarterly, and year-end closings. o Participate in cycle and annual year-end physical inventory counts. • Capital Projects and Fixed Assets: o Track and report on capital projects for management review. o Maintain the fixed asset system and ensure accuracy in reporting. • Miscellaneous Reporting: o Support the corporate financial staff with miscellaneous reporting as required. Customer Pricing • Pricing Methodologies: o Develop and implement detailed and systematic customer pricing methodologies. o Conduct pricing evaluations for current and prospective customers. Reporting Structure Reports To: Chief Financial Officer Peer(s): Controller, Senior Controller Team: FP&A Supervisor, Financial Analyst Essential Functions and Required Skills/Abilities Essential Skills High level of attention to detail. Exceptional proficiency with the Microsoft Suite, particularly with Microsoft Excel. Experience with data visualization tools. Tableau, PowerBI experience is a plus. Able to translate data from an ERP into actionable operational insights. Capacity to build models from scratch. Possesses presentation capabilities to internal stakeholders. Organizational skills including the ability to prioritize workload to meet deadlines. Excellent verbal and written communication skills necessary to persuade and influence decision making of individuals, groups, or work teams, and to explain difficult issues. Able to work in a fast-paced environment and through ambiguity. Ability to focus on priorities, making timely decisions, and maximizing empowerment. Other Attributes Desired o Intelligent - continuous learner, quickly assesses his/her/their environment. o Team-Oriented - collaborates cross-functionally; promotes this collaboration by valuing other and building trust-based relationships. o Data-driven - makes decisions from data, advising management team with metrics. o Entrepreneurial Drive - energized by the functional buildout and ambiguity associated with the role. o Curious - Approaches situations and processes with open-mindedness while applying best practices and new learning. o Problem-solver - inspired, not frustrated by a problem. o Self-starter - is motivated by outcomes and working in small groups/individually. o Educator - able to bring others up to speed on the value the financial planning function can provide. o Passionate - possesses a desire to positively contribute across the organization. Background Required and/or Preferred BA/BS or equivalent work experience in accounting, finance, or business Minimum of 8 years' experience of financial-related experience, with 5+ years of financial experience. Experience and understanding of foodservice, food manufacturing, manufacturing, hospitality, CPG, or restaurants strongly preferred. Experience with multi-site service models are also a plus. Location Candidate will preferably reside near the corporate headquarters in Glen Mills, PA. Compensation Golden Malted is prepared to offer a compelling compensation package inclusive of a base, performance-based bonus, and benefits.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/18/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Business Strategy Analyst Senior, you will apply quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key team members in the business unit to optimally lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, VA or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Collaborates with key partners to identify key business assumptions and hypotheses around line of business strategy. Continuously refines hypotheses and identifies business questions to explore further. Facilitates the integration of the analytic strategy and business strategy. Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Collaborates with key team members to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. Applies analytical difficulty to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. Leverages sophisticated data-driven problem-solving techniques to manipulate and interpret business results. Translates findings into insights for strategy management and execution. Communicates the significance of strategic insights to senior leaders and other key partners to drive business decisions. May provide mentorship and on-the-job training to team members. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of data and/or analytics or strategy consulting experience; OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. Experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Proven experience using data analytics to formulate data-driven insights and influence business decisions. Experience performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Proven experience in project management. What sets you apart: US military experience through military service or a military spouse/domestic partner. Fraud operational analytics experience in Retail banking. Strong programming skills using SAS, SQL, or similar languages. Proficient in working with large data sets, querying, analysis, and data visualization (e.g., Tableau). Experience at bank/financial institutions is a plus. Ability to manage multiple projects, prioritize tasks, and meet deadlines. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $99,160 - $189,530 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/18/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Business Strategy Analyst Senior, you will apply quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key team members in the business unit to optimally lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, VA or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Collaborates with key partners to identify key business assumptions and hypotheses around line of business strategy. Continuously refines hypotheses and identifies business questions to explore further. Facilitates the integration of the analytic strategy and business strategy. Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Collaborates with key team members to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. Applies analytical difficulty to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. Leverages sophisticated data-driven problem-solving techniques to manipulate and interpret business results. Translates findings into insights for strategy management and execution. Communicates the significance of strategic insights to senior leaders and other key partners to drive business decisions. May provide mentorship and on-the-job training to team members. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of data and/or analytics or strategy consulting experience; OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. Experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Proven experience using data analytics to formulate data-driven insights and influence business decisions. Experience performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Proven experience in project management. What sets you apart: US military experience through military service or a military spouse/domestic partner. Fraud operational analytics experience in Retail banking. Strong programming skills using SAS, SQL, or similar languages. Proficient in working with large data sets, querying, analysis, and data visualization (e.g., Tableau). Experience at bank/financial institutions is a plus. Ability to manage multiple projects, prioritize tasks, and meet deadlines. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $99,160 - $189,530 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quality Assurance Manager, you will manage a team responsible for the review and quality assurance of loans that reach a specific status or milestone aligned to first mortgage loan closing. The Manager ensures the quality review aligns to policies, procedures, investor, and regulatory requirements using an established approved quality review checklist. Ongoing review of quality checkpoints to ensure check points remain current and applicable. The Quality Assurance Manager ensures an objective position and engages in effective collaboration. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Holds responsibility for recruiting, developing and retaining high-performing team dedicated to quality management, compliance and risk control monitoring and evaluation efforts. Manages employee performance and facilitates professional development and career progression. Ensures employees understand how the tasks they perform help mitigate risk and protect the brand and reputation of USAA. Plans, develops, executes and monitors all Quality and Affiliate evaluation processes and procedures as well as specialty evaluation requests, ad-hoc studies and projects. Manages, supports, and calibrates to delivers evaluation results and analysis to various stakeholders and internal/external customers. Provides recommendations to process and product owners for improvements based on industry best practices and regulatory/compliance standards. Provides guidance and support related to various review and evaluation aspects, including but not, limited to assisting with action plans and follow-up on plan execution. Identifies opportunities to automate/streamline quality and compliance efforts. Creates a collaborative environment that fosters cross-functional communication, both internal and external to Real Estate, for collective success towards attainment of strategic/tactical quality and compliance objectives. Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate quality reviews/evaluations performance standards. Reviews evaluations performed, territories, methods of inspection and Affiliate relationships to ensure quality processes are relevant and business risks are mitigated. May serves as the SME for policies, procedures, practices and expertise for Affiliate Quality and Reinspection Programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of progressive related experience in a quality assurance, control role within a financial services industry, combined with customer service, operations, or processing experience in relevant industry. 2 years of direct team lead, supervisory or management experience. Strong communication skills with demonstrated ability to deliver presentations and communicate information in a way that is easily understood by varying audiences. Advanced understanding of the quality assurance discipline and demonstrated application of knowledge, skills and abilities towards work products and deliverables. Knowledge of federal laws, rules, regulations, and applicable guidance to include: HMDA, TILA/REG Z, BSA/AML, RESPA, FDPA, Reg B, SCRA, UDAAP, E-SIGN, GLBA/REG P, Complaints, OCC Heightened Standards. What sets you apart: 5+ years of mortgage closing experience. Advanced knowledge of TRID. First mortgage end to end experience. Identifying procedure enhancements, identifying additional closing related audit points to be included in the CQA audit questionnaire, ongoing evaluation. Experience with business risk and controls and/or internal audit. US military experience through military service or a military spouse/domestic partner. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $89,990 - $172,000. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer. See USAA Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
03/18/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Quality Assurance Manager, you will manage a team responsible for the review and quality assurance of loans that reach a specific status or milestone aligned to first mortgage loan closing. The Manager ensures the quality review aligns to policies, procedures, investor, and regulatory requirements using an established approved quality review checklist. Ongoing review of quality checkpoints to ensure check points remain current and applicable. The Quality Assurance Manager ensures an objective position and engages in effective collaboration. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX. Relocation assistance is not available for this position. What you'll do: Holds responsibility for recruiting, developing and retaining high-performing team dedicated to quality management, compliance and risk control monitoring and evaluation efforts. Manages employee performance and facilitates professional development and career progression. Ensures employees understand how the tasks they perform help mitigate risk and protect the brand and reputation of USAA. Plans, develops, executes and monitors all Quality and Affiliate evaluation processes and procedures as well as specialty evaluation requests, ad-hoc studies and projects. Manages, supports, and calibrates to delivers evaluation results and analysis to various stakeholders and internal/external customers. Provides recommendations to process and product owners for improvements based on industry best practices and regulatory/compliance standards. Provides guidance and support related to various review and evaluation aspects, including but not, limited to assisting with action plans and follow-up on plan execution. Identifies opportunities to automate/streamline quality and compliance efforts. Creates a collaborative environment that fosters cross-functional communication, both internal and external to Real Estate, for collective success towards attainment of strategic/tactical quality and compliance objectives. Achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate quality reviews/evaluations performance standards. Reviews evaluations performed, territories, methods of inspection and Affiliate relationships to ensure quality processes are relevant and business risks are mitigated. May serves as the SME for policies, procedures, practices and expertise for Affiliate Quality and Reinspection Programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of progressive related experience in a quality assurance, control role within a financial services industry, combined with customer service, operations, or processing experience in relevant industry. 2 years of direct team lead, supervisory or management experience. Strong communication skills with demonstrated ability to deliver presentations and communicate information in a way that is easily understood by varying audiences. Advanced understanding of the quality assurance discipline and demonstrated application of knowledge, skills and abilities towards work products and deliverables. Knowledge of federal laws, rules, regulations, and applicable guidance to include: HMDA, TILA/REG Z, BSA/AML, RESPA, FDPA, Reg B, SCRA, UDAAP, E-SIGN, GLBA/REG P, Complaints, OCC Heightened Standards. What sets you apart: 5+ years of mortgage closing experience. Advanced knowledge of TRID. First mortgage end to end experience. Identifying procedure enhancements, identifying additional closing related audit points to be included in the CQA audit questionnaire, ongoing evaluation. Experience with business risk and controls and/or internal audit. US military experience through military service or a military spouse/domestic partner. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $89,990 - $172,000. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer. See USAA Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/18/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/18/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/18/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/18/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
03/18/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm's wealth management offering. Our Edward Jones Trust Company provides personalized investment management and fiduciary services. What You Will Do: As an Unique Assets Team Leader of Trust Services within the Edward Jones Trust Company, you will be responsible for: Leading a team of Unique Asset Managers who are responsible for the management of unique assets (real estate, closely held businesses, tangible personal property, collectibles, oil and gas, promissory notes, etc.) held in Trusts for which Edward Jones Trust Company is serving as trustee. More specifically this team is responsible for: Verification of asset ownership, appraisals and inspections, property taxes, insurance, maintenance and safety issues, and income collection, as applicable, on real properties Analysis, preparation, monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer, Portfolio Manager, and/or third parties Conducting periodic asset reviews as required by regulation, policy or procedure Selecting third parties, such as attorneys, landmen, appraisers, business valuation experts, etc. Communication with trust officers, portfolio managers, branch teams, attorneys, realtors, and outside professionals Leading initiatives within the department, across the division, and firm-wide that improve our ability to serve our clients and support the firm's mission The overall experience of clients and branch teams Associates' compliance with governing documents, Trust Company policies and procedures and applicable laws and regulations Partnering with multiple areas in the Trust Company and firm to achieve business objectives Developing, coaching and leading associates with various professional and industry certifications Fulfilling actions delegated by the Trust Company Board of Directors and demonstrating proper exercise of this authority to the Board, regulators and auditors Managing service activities related to unique asset management This position is known internally as a Team Leader- Trust Services. What Experience You Need: Bachelor's degree required; Trust company or financial services background with law degree, CTFA, CFP or other trust and planning designation strongly preferred; 10+ years' experience in unique asset/fiduciary-related work Expert knowledge of at least two asset classes required (i.e., oil and gas, closely held businesses, promissory notes, etc.), along with strong or broad knowledge of other unique asset classes Leadership experience required Demonstrated ability to provide feedback and develop associates required Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Must be familiar with Uniform Trust Code. Strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Must be able to read and interpret trust documents, analyze unique client needs and circumstances, understand Trust Company policies, guidelines and investment philosophy and apply all these factors to develop a plan for administration of trust accounts unique to a specific situation What Could Set You Apart: Experience in identifying, managing and communicating service lapses strongly preferred; Experience dealing with regulatory audits, issue resolution, drafting of guidelines and procedures strongly preferred Excellent written and verbal communication skills (especially in complex matters) and interpersonal skills Demonstrated critical thinking skills and ability to use discretion in highly complex situation At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $113810 - $193785 Category: Headquarters
CSL Behring is a global biotechnology leader, guided by a promise to save and improve lives. Millions of people around the world are living with rare and serious medical conditions. CSL Behring is committed to delivering medicines that improve their lives. With operations in 35+ nations and 30,000 employees worldwide, CSL is inspired to develop and deliver a broad range of lifesaving therapies to treat disorders such as hemophilia and primary immune deficiencies, and vaccines to prevent influenza. Our therapies are also used in cardiac surgery, organ transplantation and burn treatment. CSL is the parent company of CSL Behring, CSL Plasma, CSL Seqirus and CSL Vifor. CSL Behring is a global leader in the protein biotherapeutics industry, focused on bringing to market biotherapies used to treat serious and often rare conditions. Could you be our next Senior Director of Clinical Research and Development? This is a hybrid role in our King of Prussia PA, Bern Switzerland or Zurich Switzerland office. You will report to the Global Clinical Lead Immunology, Immunology TA . The Opportunity This is an essential matrix leadership role, providing strategic and clinical and medical leadership to assigned clinical development program(s) or individual clinical trial(s) from conceptualization through to execution. As a medical subject matter expert in the Immunology therapeutic area, functions as the clinical representative on Clinical Development Team(s) (CDT) or on Project Strategic Teams(s) (PST), as assigned. The Role Create clinical development strategies and delivery plans for investigational and marketed products according to the Therapeutic Area- and global Product strategy. Author and main contributor to program and study level documents and educational materials for internal and external trainings according to the scientific/medical strategy; main contributor to the CSR and external presentations and manuscripts, supports appropriate scientific and medical interpretation and communication of clinical trial data; authoring study reports and as SME makes substantial contributions to regulatory dossiers, including briefing documents, submission summary documents (SCE, SCS, CO) and responses to Health Authority questions. You will identify potential challenges, risks and roadblocks associated with the global clinical development strategy and its execution and acts as a leader and subject matter expert in developing solutions to address these, working with partners and matrix team members. You will be a senior medical representative on the clinical development and product strategy teams as assigned; responsible for presenting study data and program strategic plans to internal governance committees for endorsement and main program milestones; support product label development, provides product/program specific input for target product profile(s), Responsible for delivery of clinical programs by providing scientific and clinical development expertise for the safe, efficient, and execution of assigned programs, ensuring the highest quality and full compliance of all outputs. Accountable for global medical oversight of selected product(s) within the assigned therapeutic area(s) and responsible for defining and implementing medical monitoring and oversight strategy for individual clinical studies to ensure excellent patient safety and data integrity, including ongoing review of blinded data. Your experience MD (Medical Doctor degree) or international equivalent from a recognized school of medicine plus accredited residency. 2+ years minimum experience as a physician in patient care. 5 + years pharmaceutical / biotechnology industry experience, of which 2 years include accountability for Phase 2b/3 clinical development programs. Relevant academic research experience will also be considered. Knowledge of the drug development process and clinical research methodologies including experience in clinical trial design, data analysis/statistics and data interpretation; knowledge of regulations, ICH/GCP, adverse event management. Experience addressing and managing complex medical issues in the pre-approval and post-approval environment. BENEFITS Medical, Dental Vision 401K Paid time Off Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
03/18/2024
Full time
CSL Behring is a global biotechnology leader, guided by a promise to save and improve lives. Millions of people around the world are living with rare and serious medical conditions. CSL Behring is committed to delivering medicines that improve their lives. With operations in 35+ nations and 30,000 employees worldwide, CSL is inspired to develop and deliver a broad range of lifesaving therapies to treat disorders such as hemophilia and primary immune deficiencies, and vaccines to prevent influenza. Our therapies are also used in cardiac surgery, organ transplantation and burn treatment. CSL is the parent company of CSL Behring, CSL Plasma, CSL Seqirus and CSL Vifor. CSL Behring is a global leader in the protein biotherapeutics industry, focused on bringing to market biotherapies used to treat serious and often rare conditions. Could you be our next Senior Director of Clinical Research and Development? This is a hybrid role in our King of Prussia PA, Bern Switzerland or Zurich Switzerland office. You will report to the Global Clinical Lead Immunology, Immunology TA . The Opportunity This is an essential matrix leadership role, providing strategic and clinical and medical leadership to assigned clinical development program(s) or individual clinical trial(s) from conceptualization through to execution. As a medical subject matter expert in the Immunology therapeutic area, functions as the clinical representative on Clinical Development Team(s) (CDT) or on Project Strategic Teams(s) (PST), as assigned. The Role Create clinical development strategies and delivery plans for investigational and marketed products according to the Therapeutic Area- and global Product strategy. Author and main contributor to program and study level documents and educational materials for internal and external trainings according to the scientific/medical strategy; main contributor to the CSR and external presentations and manuscripts, supports appropriate scientific and medical interpretation and communication of clinical trial data; authoring study reports and as SME makes substantial contributions to regulatory dossiers, including briefing documents, submission summary documents (SCE, SCS, CO) and responses to Health Authority questions. You will identify potential challenges, risks and roadblocks associated with the global clinical development strategy and its execution and acts as a leader and subject matter expert in developing solutions to address these, working with partners and matrix team members. You will be a senior medical representative on the clinical development and product strategy teams as assigned; responsible for presenting study data and program strategic plans to internal governance committees for endorsement and main program milestones; support product label development, provides product/program specific input for target product profile(s), Responsible for delivery of clinical programs by providing scientific and clinical development expertise for the safe, efficient, and execution of assigned programs, ensuring the highest quality and full compliance of all outputs. Accountable for global medical oversight of selected product(s) within the assigned therapeutic area(s) and responsible for defining and implementing medical monitoring and oversight strategy for individual clinical studies to ensure excellent patient safety and data integrity, including ongoing review of blinded data. Your experience MD (Medical Doctor degree) or international equivalent from a recognized school of medicine plus accredited residency. 2+ years minimum experience as a physician in patient care. 5 + years pharmaceutical / biotechnology industry experience, of which 2 years include accountability for Phase 2b/3 clinical development programs. Relevant academic research experience will also be considered. Knowledge of the drug development process and clinical research methodologies including experience in clinical trial design, data analysis/statistics and data interpretation; knowledge of regulations, ICH/GCP, adverse event management. Experience addressing and managing complex medical issues in the pre-approval and post-approval environment. BENEFITS Medical, Dental Vision 401K Paid time Off Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Business Strategy Analyst Senior, you will apply quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key team members in the business unit to optimally lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, VA or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Collaborates with key partners to identify key business assumptions and hypotheses around line of business strategy. Continuously refines hypotheses and identifies business questions to explore further. Facilitates the integration of the analytic strategy and business strategy. Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Collaborates with key team members to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. Applies analytical difficulty to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. Leverages sophisticated data-driven problem-solving techniques to manipulate and interpret business results. Translates findings into insights for strategy management and execution. Communicates the significance of strategic insights to senior leaders and other key partners to drive business decisions. May provide mentorship and on-the-job training to team members. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of data and/or analytics or strategy consulting experience; OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. Experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Proven experience using data analytics to formulate data-driven insights and influence business decisions. Experience performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Proven experience in project management. What sets you apart: US military experience through military service or a military spouse/domestic partner. Fraud operational analytics experience in Retail banking. Strong programming skills using SAS, SQL, or similar languages. Proficient in working with large data sets, querying, analysis, and data visualization (e.g., Tableau). Experience at bank/financial institutions is a plus. Ability to manage multiple projects, prioritize tasks, and meet deadlines. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $99,160 - $189,530 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Business Strategy Analyst Senior, you will apply quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key team members in the business unit to optimally lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, VA or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Collaborates with key partners to identify key business assumptions and hypotheses around line of business strategy. Continuously refines hypotheses and identifies business questions to explore further. Facilitates the integration of the analytic strategy and business strategy. Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Collaborates with key team members to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. Applies analytical difficulty to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. Leverages sophisticated data-driven problem-solving techniques to manipulate and interpret business results. Translates findings into insights for strategy management and execution. Communicates the significance of strategic insights to senior leaders and other key partners to drive business decisions. May provide mentorship and on-the-job training to team members. Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of data and/or analytics or strategy consulting experience; OR a minimum of 4 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 6 years combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 4 years of experience in data and/or analytics or strategy consulting. Experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Proven experience using data analytics to formulate data-driven insights and influence business decisions. Experience performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Proven experience in project management. What sets you apart: US military experience through military service or a military spouse/domestic partner. Fraud operational analytics experience in Retail banking. Strong programming skills using SAS, SQL, or similar languages. Proficient in working with large data sets, querying, analysis, and data visualization (e.g., Tableau). Experience at bank/financial institutions is a plus. Ability to manage multiple projects, prioritize tasks, and meet deadlines. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $99,160 - $189,530 Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Location: Centennial, CO Full-Time $85K - $115K (OTE) Account Executive - Computer Hardware & MSP Company Don't settle for a job. Start a career! TrinWare has been in business since 2004. We have an opening in our Custom Computer Production & Fulfillment center for an Account Executive! Why pick TrinWare? Excellent benefits, including insurance cost share. Like minded computer enthusiasts that have over 250+ years of combined experience under one roof. A professional environment that is centered around learning and growth. Established customer base. Large current expansion of current business with large growth planned throughout the next 3-5 years. About Us TrinWare provides their clients with complete custom computer solutions, networking infrastructure products, imaging services and product fulfillment. In addition, TrinWare is a leading IT Managed Service Provider in the Rocky Mountain region. TrinWare Statement: "We provide Next Generation IT Managed Services, consulting, outsourcing, custom computer production and fulfillment while assuring the highest levels of return on investment, security, and customer satisfaction. The Strength of this company lies in our people. Therefore, we provide the highest degree of security and income for our staff as their expertise, talent, and passion exemplify TrinWare's vision. Our customers look upon us as their trusted advisor to provide IT guidance. We continually pursue mutually beneficial and equitable business relationships with our customers, vendors, and suppliers." Summary The Account Executive for Custom Computer Hardware Solutions at TrinWare is responsible for managing a substantial base of existing recurring sales opportunities, developing new relationships, and acquiring new logo business opportunities. Strong computer hardware and networking technical knowledge, sales skills, customer service skills, energy, and desire to succeed are required for this position. Quotas are established to assure individual and company goals remain consistent. Please provide a cover letter or letter of interest. Since 2004, TrinWare has been the Rocky Mountain Region's leader in providing purpose-built custom computer and fulfillment services. The company was formed to give SaaS Providers, VARs, MSP's, OEMs, retailers, software solution providers, and corporations an agile resource for custom integrated computing solutions. This job is performed at our headquarters in Centennial, Colorado, as well as at local client locations. Minimal travel required, predominantly within the Denver metro area. Essential Qualifications Minimum of an Associate's degree or Bachelor's degree is preferred, or equivalent industry knowledge. 5+ years' experience selling computer hardware and networking products, custom system manufacturing, and/or related industry Extensive understanding of computer hardware and solutions including systems, servers, routers, firewalls, WAP's and other IT Infrastructure solutions 4+ recent years' experience outbound prospecting via email, phone, social media, and in person to build a sales funnel Experience building and managing a pipeline through a CRM, preferably HubSpot Experience selling in face-to-face meetings with C-suite decision makers Experience running remote sales meetings, including discovery, demonstration, and closing using Teams, Zoom or equivalent platform. Advanced experience or expertise with the Microsoft product ecosystem - Microsoft/Office 365 (Word, Excel, Outlook, PowerPoint, and Teams) Experience working in a matrix reporting organization to achieve client outcomes Experience in the IT Managed Services space is a plus (configuring rack mounted solutions, familiarity with the cloud ecosystem, etc.) Proven history of consistently achieving quota Ability to lift 50lbs. Duties and Responsibilities People Leadership Work cross-functionally to ensure effective implementation of new products, processes, and strategies. Computer Hardware Solutions Sales Maintain an existing significant customer base through client visits and events while developing additional opportunities within this base and additional new logo business. Experience conducting QBR's is a plus. Consistent, pro-active outbound prospecting activity consistent with building and maintaining a sales pipeline to achieve quota. Develop, communicate, and execute effective selling strategies based on valid, customer-specific value propositions. Meet and exceed assigned monthly revenue quota. Strong focus on customer satisfaction and retention with a high level of personal and professional ethics and integrity Conduct regular business reviews and planning meetings with assigned clients. Develop trusted advisor relationships between TrinWare and key client stakeholders and executive sponsors to fully understand our clients' strategies and measurements for success. Develop deep knowledge of computer hardware configurations including servers, desktops, notebooks, IOT devices, networking, LAN, WAN, IT infrastructure solutions, and tool sets. Develop strong, positive, and prosperous relationships with vendors to achieve long-term company goals and objectives. Attend trade shows and other industry events to professionally represent TrinWare and build sales funnel. Other duties as assigned by management. Financial Responsibility Deliver profitable sales with long-term fit clients. Comprehend business implications and financial impact of their decisions. Organizational Leadership Facilitate sales best practices team meetings, and other company meetings as necessary. Understand the value of Company offerings and TrinWare's competitive positioning. Identify and communicate trends in TrinWare's markets. Prioritize individual work and efforts to achieve TrinWare's strategic goals. Think outside of the box - what's best for the customer? What solution can I give them to help them with their IT solutions? Business Acumen Review and create QBR's for clients. Review solutions and perform a cost analysis to determine profitability. Experience in dealing with complex situations to propose a reasonable solution to all parties. Maintains a professional demeanor while dealing with business clients and peers. Is able to look beyond the scope of a project and consider plans for 6-12 months in advance. TrinWare Core Values: TrinWare's culture is a combination of high professional standards and a tight-knit team atmosphere. These Core Values are the driving force behind the who, what and why of our mission. We believe that these values will serve as a compass to lead us to our goal: being recognized as one of technology's great service providers. GOALS: G rowth O ptimism A ccountability L eadership S ervice Clients Relationships This position reports to the Director of Sales, Custom Computer Production & Fulfillment Hours Standard hours are 8 to 5:30 Monday through Friday. Extra hours are required as needed by the customer base and open projects. Salary The first year On-Target Earnings (OTE) for this role is between $85,000 and $115,000, with uncapped commissions. Benefits Benefits include company sponsored medical, vision, dental and life insurance plans, short term and long-term disability insurance, a company sponsored 401K plan with matching, paid holidays, vacation and sick time, employee discount, referral programs and more. Compensation details: 00 Yearly Salary PI82d5ccbe1-
03/17/2024
Full time
Location: Centennial, CO Full-Time $85K - $115K (OTE) Account Executive - Computer Hardware & MSP Company Don't settle for a job. Start a career! TrinWare has been in business since 2004. We have an opening in our Custom Computer Production & Fulfillment center for an Account Executive! Why pick TrinWare? Excellent benefits, including insurance cost share. Like minded computer enthusiasts that have over 250+ years of combined experience under one roof. A professional environment that is centered around learning and growth. Established customer base. Large current expansion of current business with large growth planned throughout the next 3-5 years. About Us TrinWare provides their clients with complete custom computer solutions, networking infrastructure products, imaging services and product fulfillment. In addition, TrinWare is a leading IT Managed Service Provider in the Rocky Mountain region. TrinWare Statement: "We provide Next Generation IT Managed Services, consulting, outsourcing, custom computer production and fulfillment while assuring the highest levels of return on investment, security, and customer satisfaction. The Strength of this company lies in our people. Therefore, we provide the highest degree of security and income for our staff as their expertise, talent, and passion exemplify TrinWare's vision. Our customers look upon us as their trusted advisor to provide IT guidance. We continually pursue mutually beneficial and equitable business relationships with our customers, vendors, and suppliers." Summary The Account Executive for Custom Computer Hardware Solutions at TrinWare is responsible for managing a substantial base of existing recurring sales opportunities, developing new relationships, and acquiring new logo business opportunities. Strong computer hardware and networking technical knowledge, sales skills, customer service skills, energy, and desire to succeed are required for this position. Quotas are established to assure individual and company goals remain consistent. Please provide a cover letter or letter of interest. Since 2004, TrinWare has been the Rocky Mountain Region's leader in providing purpose-built custom computer and fulfillment services. The company was formed to give SaaS Providers, VARs, MSP's, OEMs, retailers, software solution providers, and corporations an agile resource for custom integrated computing solutions. This job is performed at our headquarters in Centennial, Colorado, as well as at local client locations. Minimal travel required, predominantly within the Denver metro area. Essential Qualifications Minimum of an Associate's degree or Bachelor's degree is preferred, or equivalent industry knowledge. 5+ years' experience selling computer hardware and networking products, custom system manufacturing, and/or related industry Extensive understanding of computer hardware and solutions including systems, servers, routers, firewalls, WAP's and other IT Infrastructure solutions 4+ recent years' experience outbound prospecting via email, phone, social media, and in person to build a sales funnel Experience building and managing a pipeline through a CRM, preferably HubSpot Experience selling in face-to-face meetings with C-suite decision makers Experience running remote sales meetings, including discovery, demonstration, and closing using Teams, Zoom or equivalent platform. Advanced experience or expertise with the Microsoft product ecosystem - Microsoft/Office 365 (Word, Excel, Outlook, PowerPoint, and Teams) Experience working in a matrix reporting organization to achieve client outcomes Experience in the IT Managed Services space is a plus (configuring rack mounted solutions, familiarity with the cloud ecosystem, etc.) Proven history of consistently achieving quota Ability to lift 50lbs. Duties and Responsibilities People Leadership Work cross-functionally to ensure effective implementation of new products, processes, and strategies. Computer Hardware Solutions Sales Maintain an existing significant customer base through client visits and events while developing additional opportunities within this base and additional new logo business. Experience conducting QBR's is a plus. Consistent, pro-active outbound prospecting activity consistent with building and maintaining a sales pipeline to achieve quota. Develop, communicate, and execute effective selling strategies based on valid, customer-specific value propositions. Meet and exceed assigned monthly revenue quota. Strong focus on customer satisfaction and retention with a high level of personal and professional ethics and integrity Conduct regular business reviews and planning meetings with assigned clients. Develop trusted advisor relationships between TrinWare and key client stakeholders and executive sponsors to fully understand our clients' strategies and measurements for success. Develop deep knowledge of computer hardware configurations including servers, desktops, notebooks, IOT devices, networking, LAN, WAN, IT infrastructure solutions, and tool sets. Develop strong, positive, and prosperous relationships with vendors to achieve long-term company goals and objectives. Attend trade shows and other industry events to professionally represent TrinWare and build sales funnel. Other duties as assigned by management. Financial Responsibility Deliver profitable sales with long-term fit clients. Comprehend business implications and financial impact of their decisions. Organizational Leadership Facilitate sales best practices team meetings, and other company meetings as necessary. Understand the value of Company offerings and TrinWare's competitive positioning. Identify and communicate trends in TrinWare's markets. Prioritize individual work and efforts to achieve TrinWare's strategic goals. Think outside of the box - what's best for the customer? What solution can I give them to help them with their IT solutions? Business Acumen Review and create QBR's for clients. Review solutions and perform a cost analysis to determine profitability. Experience in dealing with complex situations to propose a reasonable solution to all parties. Maintains a professional demeanor while dealing with business clients and peers. Is able to look beyond the scope of a project and consider plans for 6-12 months in advance. TrinWare Core Values: TrinWare's culture is a combination of high professional standards and a tight-knit team atmosphere. These Core Values are the driving force behind the who, what and why of our mission. We believe that these values will serve as a compass to lead us to our goal: being recognized as one of technology's great service providers. GOALS: G rowth O ptimism A ccountability L eadership S ervice Clients Relationships This position reports to the Director of Sales, Custom Computer Production & Fulfillment Hours Standard hours are 8 to 5:30 Monday through Friday. Extra hours are required as needed by the customer base and open projects. Salary The first year On-Target Earnings (OTE) for this role is between $85,000 and $115,000, with uncapped commissions. Benefits Benefits include company sponsored medical, vision, dental and life insurance plans, short term and long-term disability insurance, a company sponsored 401K plan with matching, paid holidays, vacation and sick time, employee discount, referral programs and more. Compensation details: 00 Yearly Salary PI82d5ccbe1-
Job Description: The Role The Vice President, Fidelity Institutional (FI) Strategy & Planning will lead and manage several activities in support of Fidelity s FI business unit. As a leader, this individual will be a multi-faceted contributor to the organization, developing FI s strategic plan, ensuring alignment among internal and external partners, facilitating the execution of key initiatives to drive the business forward, and ensuring clear and consistent messaging of our strategy and accomplishments. The Expertise and Skills You Bring 10+ years management consulting, strategic planning, or management experience Premier strategy consulting toolkit: Outstanding critical thinking, structured problem solving, sophisticated analysis and business insights, and polished communications Experience leading teams to drive an organization s top strategic projects Executive presence to work with senior leaders across an organization Deep curiosity about the Financial Intermediary and Institutional markets Ability to lead multiple workstreams and maintain an agile mentality Excellent written and verbal communication skills Advanced skills in Microsoft PowerPoint and Excel Strong academic credentials: MBA, CFA or other relevant advanced degree preferred The Team Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the Fidelity Institutional Finance organization, the Strategy & Planning team is responsible for defining, communicating, and completing FI s business unit strategy and priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team. The Value You Deliver The Vice President, FI Strategy & Planning will report to the Head of Strategy & Planning for FI; specific responsibilities to include: Leading Strategic Projects ( 50%) Lead project work on behalf of FI s Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business Act as the primary point of contact on projects, managing a range of senior sponsors and stakeholders involved in each effort Lead all aspects of the day-to-day work of several more junior team members, guiding them to meet and exceed project goals Facilitating Multi-Year Planning ( 30%) Drive FI s Multi-Year Planning process and ensure alignment with Enterprise-wide planning processes and priorities Participate in FI s objective-setting and scorecard processes, ensuring the linkage of FI s business strategy to objectives & KPIs at all levels of the organization Support executive-level presentations and reviews of FI s business strategy and results, including Quarterly Business Reviews (QBRs), All Hands Meetings, and Fidelity Board meetings Team Leadership ( 20%) Act as administrative manager to a team of up to four junior analysts (Manager to Director) Provide coaching and mentorship to the team to increase efficiency over time Demonstrate agile mindset and contribute to overall group culture and environment Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling “ Dynamic Working ”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
03/17/2024
Full time
Job Description: The Role The Vice President, Fidelity Institutional (FI) Strategy & Planning will lead and manage several activities in support of Fidelity s FI business unit. As a leader, this individual will be a multi-faceted contributor to the organization, developing FI s strategic plan, ensuring alignment among internal and external partners, facilitating the execution of key initiatives to drive the business forward, and ensuring clear and consistent messaging of our strategy and accomplishments. The Expertise and Skills You Bring 10+ years management consulting, strategic planning, or management experience Premier strategy consulting toolkit: Outstanding critical thinking, structured problem solving, sophisticated analysis and business insights, and polished communications Experience leading teams to drive an organization s top strategic projects Executive presence to work with senior leaders across an organization Deep curiosity about the Financial Intermediary and Institutional markets Ability to lead multiple workstreams and maintain an agile mentality Excellent written and verbal communication skills Advanced skills in Microsoft PowerPoint and Excel Strong academic credentials: MBA, CFA or other relevant advanced degree preferred The Team Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the Fidelity Institutional Finance organization, the Strategy & Planning team is responsible for defining, communicating, and completing FI s business unit strategy and priorities. FI Strategy & Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team. The Value You Deliver The Vice President, FI Strategy & Planning will report to the Head of Strategy & Planning for FI; specific responsibilities to include: Leading Strategic Projects ( 50%) Lead project work on behalf of FI s Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business Act as the primary point of contact on projects, managing a range of senior sponsors and stakeholders involved in each effort Lead all aspects of the day-to-day work of several more junior team members, guiding them to meet and exceed project goals Facilitating Multi-Year Planning ( 30%) Drive FI s Multi-Year Planning process and ensure alignment with Enterprise-wide planning processes and priorities Participate in FI s objective-setting and scorecard processes, ensuring the linkage of FI s business strategy to objectives & KPIs at all levels of the organization Support executive-level presentations and reviews of FI s business strategy and results, including Quarterly Business Reviews (QBRs), All Hands Meetings, and Fidelity Board meetings Team Leadership ( 20%) Act as administrative manager to a team of up to four junior analysts (Manager to Director) Provide coaching and mentorship to the team to increase efficiency over time Demonstrate agile mindset and contribute to overall group culture and environment Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling “ Dynamic Working ”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Policy and Performance Underwriter Senior, you will be responsible for developing, implementing, and managing personal lines P&C Underwriting processes and programs to ensure all underwriting processes are compliant, executed in a cost-efficient manner and effective in achieving desired outcomes. Partners with internal stakeholders to maintain P&C Underwriting policies and procedures while ensuring compliance with state regulations. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Leads the development and implementation of underwriting guidelines, controls, and strategies for all P&C Lines of Business to achieve P&C outcomes. Owns and manages multiple underwriting processes and/or Experiences by independently gathering qualitative and quantitative analytical data to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite for product acceptability. Key contributor in developing underwriting educational programs/tools, training/mentoring, and communications for the delivery to internal and external audiences to include UW and P&C EMG. Provides direction and shares knowledge with other employees who manage underwriting programs, guidelines, and processes. Leverages data-driven problem-solving techniques, using data analysis tools, to manipulate and interpret business results. Translates findings into insights, shaping into project or Initiative requests where warranted. Gathers qualitative and quantitative analytical data to conduct root cause analysis to proactively evaluate and recommend changes to or establish a point of view on the Underwriting appetite or other underwriting processes. Evaluates and pilots new strategic and innovative business solutions to optimize and automate underwriting processes. Configures, tests, and implements systematic underwriting changes while adhering to rule documentation standards. Communicates and shares information across the P&C organization, tailors messaging for audiences ranging from peers to P&C leaders. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you'll have: Bachelor's degree: OR 4 additional years (10 Total) of related experience may be substituted in lieu of degree. 6 years of experience in Property & Casualty, Project Management, Process Engineering, Business Process or Risk Management, to include direct experience executing underwriting processes and/or defining underwriting procedures. Advanced knowledge of relevant industry practices, insurance policy contracts, trends, and regulatory requirements. Experience in interpreting and applying P&C regulations to mitigate underwriting compliance risk. Experience in making data driven decisions to create actionable recommendations for performance improvement. Experience in presenting analysis and findings to varying levels of management and business stakeholders to gain support for recommendations and influence initiatives. Advanced proficiency using Microsoft Word, Excel, PowerPoint, and/or Access. What sets you apart: Strong technical expertise with Auto and Property Insurance with an understanding of omni channel member sales experience. Experience implementing digital solutions. Direct line of business process ownership experience to include analyzing business rules, finding opportunities, and developing recommendations. Proven ability to manage multiple priorities concurrently and work in a fast-paced environment. Analytic ability to translate data into business insights, business case development, and make data driven recommendations / decisions. Working experience with fraud prevention and detection. Master's Degree and/or CPCU Designation. Strong business acumen, professional presence, and proven ability to influence change at all levels to include senior leaders and/or EMG. 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. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $74,210-$141,830. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.