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Meet with clients to identify financial goals and educate them on protection planning and retirement strategies. Build a professional practice through networking, referrals, and community outreach while working with mentors.
Virtually educate clients on financial priorities, protection planning, and retirement strategies to identify gaps in their financial plans. Build long-term client relationships through networking, referrals, and ongoing support.
Manage day-to-day treasury operations, including cash monitoring, payment execution, and bank account administration. Perform full-cycle accounting and monthly close activities for assigned legal entities while supporting process improvements.
Lead the structuring, analysis, and approval of complex commercial credit transactions while managing portfolio risk. Serve as a strategic advisor to senior leadership and mentor junior credit professionals in risk management best practices.
Provide personalized retirement and financial planning experiences for customers and their families. Meet with existing and prospective clients to plan their financial futures using company-provided technology and marketing tools.
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Manage and underwrite a book of middle market business to achieve profitability and financial objectives. Build strong relationships with agents and collaborate with internal units like loss control and claims to drive strategic initiatives.
Lead complex pharmacy pricing and rebate guarantee analyses for existing and prospective clients. Partner with senior leadership to provide strategic pricing guidance and mentor junior actuarial team members.
Lead the tax compliance and operational workflows for funds holding digital assets, including transaction reconciliation across wallets and exchanges. Collaborate with engineering and accounting teams to scale crypto tax processes and ensure reporting accuracy.
The Advisor Consultant is responsible for growing assets and managing relationships with financial advisors at major wirehouses and broker-dealers in the Pac NW territory. This involves promoting mutual funds, SMAs, ETFs, and alternative investment strategies through meetings, events, and strategic business planning.
The Senior Benefits Specialist manages employee benefits programs and serves as the primary lead for client service and renewal implementation. Key duties include leading Open Enrollment, coordinating with carriers, and ensuring regulatory compliance for a portfolio of 20-30 clients.
Own the end-to-end payroll implementation process, including data migration, tax setup, and client onboarding. Collaborate with product and engineering teams to design and scale repeatable implementation playbooks and processes.
Lead strategic sourcing, vendor negotiations, and procurement operations to ensure cost efficiency and operational effectiveness. Manage global procurement staff across the US, APAC, and LATAM while overseeing the full contract lifecycle.
Manage a portfolio of Property and Casualty accounts by assessing risks and determining coverage terms and premiums. Build and maintain professional relationships with brokers to drive new business and maximize retention.
Lead internal analysis and reporting by measuring KPIs in sales and loss performance while managing risk in dealer reinsurance relationships. Collaborate cross-functionally to improve data architecture and analyze claims behavior for pricing and coverage enhancements.
The consultant will support the implementation, optimization, and modernization of SAP S/4 HANA Finance and Treasury modules. Key duties include process design, system testing, and developing documentation aligned with public sector standards.
The Manager of Underwriting supports RFP processes and conducts financial analyses to evaluate value propositions and contract compliance. They oversee repricing exercises, build complex financial models, and collaborate with cross-functional teams to drive organizational growth.
Connect with clients to educate them on financial services and recommend tailored solutions to protect their financial future. Manage a remote sales pipeline and participate in ongoing professional development and coaching.
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Produce comprehensive financial plans and detailed tax and estate analyses for a network of affiliated advisors. Help build and scale the centralized planning function by defining workflows and mentoring junior planners.
Lead client relationships to provide comprehensive health and welfare support, strategic recommendations, and innovative financial solutions. Co-lead the development of actuarial models and standards while mentoring a team of associates.
Drive awareness and adoption of Polymarket within student and early-career communities through content creation and local programming. Surface market trends and narratives while collaborating with growth, marketing, and markets teams.
Own and improve the global forecasting ecosystem for orders and revenue while partnering with Sales and Finance to drive data-driven business strategies. Lead the development of executive-level commercial insights and manage funnel health metrics to optimize conversion outcomes.
Own the tax compliance and reporting function, managing federal and state filings for partnership and corporate entities. Serve as the primary contact for third-party tax preparers and handle investor communications regarding K-1s.
The Inside Broker manages a commercial casualty book of business by analyzing submissions, negotiating with carriers, and binding new and renewal business. They are responsible for the full policy lifecycle, from initial risk assessment to final issuance and invoicing.
Oversee global accounting operations, including multi-entity consolidations and intercompany eliminations across various international jurisdictions. Partner with local entities and cross-functional teams to ensure regulatory compliance and timely financial reporting.
Provide expert support to educational institutions regarding financial aid software and regulatory compliance. Manage client cases, resolve complex packaging issues, and contribute to internal knowledge base documentation.
Evaluate life insurance applications to determine mortality risk and decide on approvals, declines, or the need for further information. Collaborate with agents and internal partners to ensure accurate underwriting decisions and contribute to process improvement projects.
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The Manager of Underwriting supports RFP processes and conducts financial analyses, including repricing exercises and value proposition assessments for clients. They collaborate with cross-functional teams to monitor contract compliance and develop financial scorecards for strategic planning.
Evaluate life insurance applications to determine approval or decline based on mortality risk for cases up to $2.5 million TAAR. Communicate decisions and requirements to agents and internal partners while contributing to process improvement projects.
Lead the architectural integrity and development of core financial and billing infrastructure while managing a high-performing engineering team. Bridge the gap between business strategy and technical execution to ensure scalable, secure, and compliant billing platforms.
Assist lead researchers in creating detailed investigative reports for commercial real estate loan transactions. Use public records and proprietary data to mitigate financial, regulatory, and reputational risks.
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