The Retirement Sales Director is responsible for driving growth through new retirement plan sponsor acquisition, focusing on mid to large market plans with $50M+ in assets. This role involves developing territory business plans, managing the full sales cycle, and building strong relationships with consultants, advisors, and plan sponsors.
The role involves preparing, analyzing, and reporting on financial statements and supporting schedules in accordance with accounting standards and regulatory requirements. It also includes conducting financial analysis, participating in accounting close processes, and supporting internal management reporting and regulatory testing.
The Director will oversee securities registration and licensing processes for the organization. They will ensure compliance with regulatory requirements while managing distribution operations within the broker-dealer framework.
The Senior Relationship Manager will build and maintain strong client relationships to support the distribution of financial products. They will work collaboratively with internal teams to drive business growth and provide high-quality service to customers.
The Investment Accountant is responsible for performing complex accounting activities related to investment portfolios and ensuring accurate financial reporting. They will collaborate with internal teams to maintain compliance with regulatory standards and company policies.
The Lead Accountant will perform complex accounting tasks and contribute to financial reporting processes within the organization. They will work alongside talented colleagues to ensure financial integrity and support the company's financial goals.
The Senior Associate Cybersecurity Risk Analyst will be responsible for identifying and assessing cybersecurity risks to protect company assets and data. They will collaborate with cross-functional teams to implement security policies and ensure compliance with regulatory standards.
The Manager of Group Underwriting is responsible for overseeing underwriting operations and making meaningful contributions to the company's financial security goals. They will lead a team to evaluate risks and provide solutions for group protection products.
The Director will oversee securities regulation and licensing functions within the organization to ensure compliance with industry standards. They will manage regulatory requirements and provide strategic guidance to support the company's wholesale distribution operations.
The Investment Operations Analyst will perform daily operational tasks to support investment activities and ensure accurate financial reporting. They will collaborate with internal teams to maintain data integrity and support the overall investment lifecycle.
The Lead Life Underwriter will evaluate complex life insurance applications to determine risk and ensure alignment with company guidelines. They will also provide leadership and guidance to team members while contributing to the overall success of the underwriting department.
The Sales Executive will manage wholesale distribution activities for financial products including annuities, life insurance, and retirement services. They are responsible for building and maintaining professional relationships to drive business growth within the assigned territory.
The specialist will manage long-term disability claims by evaluating eligibility and maintaining accurate documentation. They will provide professional support to customers while ensuring compliance with company policies and industry regulations.
Manage a workload of short-term disability claims and associated leaves by communicating with claimants, employers, and medical professionals. Collaborate with case managers and physicians to review medical records and make timely, ethical claim determinations.
Manage a workload of short-term disability claims and associated leaves by conducting interviews and reviewing medical records. Collaborate with case managers and medical professionals to make timely, ethical, and accurate claim determinations.
The analyst will manage the operational lifecycle of derivatives, including trade capture, confirmation, collateral management, and reconciliation. They will also partner with cross-functional teams to improve efficiency through automation and data-driven solutions.
The Underwriting Sr. Consultant will manage COLI/BOLI/ICOLI programs, ensuring strong risk selection and regulatory compliance. They will analyze complex financial data and collaborate with sales, product, and reinsurance teams to support executive benefit funding solutions.
The role involves managing EDI onboarding and implementation projects to facilitate automated processing for customers. Responsibilities include coordinating between internal resources and third-party partners to ensure successful file transmission and providing Level 2 technical support.
The specialist will manage long-term disability claims by communicating with claimants, employers, and medical professionals to gather necessary information. They will collaborate with a multidisciplinary team to make ethical, timely claim determinations and review complex medical records.
The Senior Service Processor is responsible for calculating and issuing complex disability payments while maintaining accurate claim documentation. They will partner with internal and external stakeholders to ensure financial accuracy and compliance with policy provisions and state guidelines.
The Payroll Operations Processor II is responsible for updating and processing retirement plan payroll files to ensure accurate reporting at the plan sponsor level. They will resolve payroll file discrepancies by coordinating with internal and external stakeholders while monitoring work queues to meet deadlines.
The Specialist is responsible for the independent review, analysis, and administration of stable value contracts to ensure compliance with regulatory guidelines. They also collaborate with internal stakeholders to manage contract lifecycles and resolve issues within the stable value database.
The analyst will provide timely and accurate investment reporting for General Account Invested Assets under Statutory, GAAP, and Tax bases. They will also lead team projects related to strategic initiatives, process improvements, and investment reporting system enhancements.
The VP will provide strategic leadership for the development and management of non-medical insurance products, including Disability, Absence, and Life products. They will drive portfolio-level decision-making by integrating financial performance with customer needs and operational execution.
The Director will lead and mentor a team responsible for registration, licensing, and regulatory administration activities while serving as the subject matter expert. They will oversee compliance with FINRA, SEC, and state requirements, manage regulatory examinations, and drive process improvements across the organization.
Manage a team of medical underwriting professionals to oversee daily operations, risk selection, and adherence to insurance regulations. Provide training, performance feedback, and support organizational initiatives to ensure high-quality underwriting standards.
The specialist will identify, assess, and mitigate IT and cyber risks while collaborating with stakeholders to implement effective solutions. They will also conduct third-party security assessments and prepare detailed reports on risk trends and program performance.
The AVP of Strategic Planning will lead enterprise initiatives and business transformation efforts to drive long-term growth and profitability within Workplace Solutions. They will partner with senior leadership to prioritize investments and manage cross-functional programs that enhance customer experience and organizational performance.
The VP will provide strategic leadership for the development and life-cycle management of non-medical insurance products including Disability, Absence, and Life insurance. They will drive product innovation and market expansion while collaborating with internal stakeholders to ensure financial performance and operational execution.
The VP of Digital Strategy & Enablement will define and execute the digital vision across product, marketing, and customer experience channels. They will lead large-scale transformation initiatives, optimize digital journeys, and drive innovation in AI and automation to improve business outcomes.
The Sr. Account Director manages relationships with customers between 1,000 and 5,000 lives, overseeing group benefits plan administration. They serve as the primary point of contact for HR representatives and brokers to resolve issues and identify growth opportunities.
Develop and implement a business plan to achieve sales and growth goals for retirement plan services in Southern Texas. Build and maintain complex relationships with firms and institutions to increase market share and revenue.
Underwrite COLI, BOLI, and ICOLI programs ensuring strong risk selection and regulatory compliance. Partner with sales, product, and reinsurance teams to assess financial justification and policy eligibility.
Lead the design and delivery of HR reporting solutions and dashboards, specifically driving the migration to SuccessFactors Report Stories. Manage operational reports, conduct SAP release testing, and leverage AI tools to automate and improve reporting workflows.
As an Audit Analyst, you will lead and execute risk-based audits focusing on operational processes and regulatory compliance across the company. You will provide independent assurance and consultative services that add value and improve organizational operations by evaluating risk management, control, and governance processes.
