MassMutual Jobs In Worcester, MA

The Opportunity We're looking to hire a Business Operations Consultant, Funding Agreements to be a member of our small funding agreements operations team. With an operational and entrepreneurial mindset, you'll participate in driving enhancements to our administration system as we seek to grow the business for MassMutual. You'll assist and drive the process for new business acquisition either closed block or bidding new business. The Team As part of the Funding Agreements team, you'll work strategically and tactically. In this small team, members collaborate to handle daily tasks and plan for future growth. You'll also interact with internal teams like systems, cash operations, and expenses, as well as external clients. The Impact: As the Business Operations Consultant, Funding Agreements, your responsibilities will include but not be limited to the following: * Drive general program level implementation of Funding Agreement operational development and acquisition of future business opportunities (Muni GIC, FABN, and other product solutions) * Become an expert with Muni GIC contract adjudication, system administration and calculation of coupon interest across different methods of payment. * Work closely with systems teams to drive development, testing, business readiness and general implementation of CML Administration System and development and utilization of the Filenet & P8 electronic workbench. * Administer MassMutual's Funding Agreement daily transaction and business flows: * Utilize SAP based CML administration system to initiate contract payments and deposits and produce periodic client reports * Respond to client requests for information such as financial data and projected contract balances and reconciliation questions * Understand month end contractual reserves and balances via SAP for financial reporting and business performance measures * Operational Responsibilities: * Provide service for daily interactions with external customers and partners (Bond Trustees, Municipalities, GIC Service Recipients (GECC), Paying agents - answer questions and provide necessary day to day support - handle deposits and withdrawals * Support daily interactions with internal partners (Finance, Treasury, Actuarial, Legal and Systems) - in support of specific customer questions, support build and enhancements of our day-to-day operations and system and month end accounting and financial analysis * Produce periodic reports for management, compliance requirements, risk management and general audit requests * Drive the development, implementation and utilization of standard work in support of servicing Funding Agreement contract holders, with respect to services that include, but are not limited to: * Scheduled and unscheduled cash flow activity (interest payments, principal payments, additional contract deposits) * Contract maturity /early termination (including Make-Whole calculation, where applicable) * Monthly contract statement processes and reconciliations * Assist in the development of a customer service culture, including building and leveraging relationships with key stakeholders (contract holders, Trustees, MM shared services providers, etc.). * Proactive collaboration with MassMutual shared services and internal stakeholder teams to develop, implement and, where necessary, adjust, standard work related to the processes that will support the Funding Agreement business, including, but not limited to: * Treasury: Collateral Management; Bank account reconciliations, Wire maintenance and Relationship management with banks and collateral agent. * Corporate Finance: Monthly/Quarterly close activities related to accounting and reporting of business results in the Company's books and records and, ultimately, financial statements. * Corporate Actuarial: Valuation and reserving for the underlying GIC obligations. * Investment Management: Tracking and reporting of assets transferred * Legal and Compliance: Contract amendments * MassMutual Technology: All aspects of information technology support for the Funding Agreement Business * Learn and become subject matter expert on CML - SAP administration system and serve as a technical resource when the system is updated and tested for new products or features. * Learn and understand Funding Agreement contracts - be able to interpret legal language and properly adjudicate customer requests for deposits, withdraw requests, termination and other provisions The Minimum Qualifications * Bachelor's degree or a High School Diploma with 10+ years of experience working in funding operations * 8+ years of experience in financial services operations * 4+ years of experience partnering internal stakeholders and external clients The Ideal Qualifications * Strong Finance skills with ability to understand Funding Agreement contract economics * Ability to work independently and be part of designing a high-performance team * Strong organizational skills with attention to detail * Strong written and verbal communication skills * Strong customer service skills * Drive innovation and change relating to servicing the customer and developing efficient day to day operations What to Expect as Part of MassMutual and the Team * Regular meetings with the Funding Agreements Team * Focused one-on-one meetings with your manager * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-BC1 Salary Range: $104,900.00-$137,700.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA/PWA/team including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Knowledge/Skills Strong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES And RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example Review and take appropriate action on client account alerts Other Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities,professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with FinancialAdvisors EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Reports To Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Posting Date Nov 3, 2023 Primary Location Americas-United States of America-Missouri-Chesterfield Job Wealth Management Employment Type Full Time Job Level Non-Exempt

College Financial Representatives in the internship program at Northwestern Mutual Boston are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Get licensed with your Life, Accident, and Health insurance license Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Class of May 2026 graduates Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (June 2024) Top 100 Internship Programs, Yello x WayUp (2024) 5.1+ million clients and growing2 Unsurpassed financial strength with total company assets of $366 billion3 Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of December 31, 2023 3 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual Wellesley is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: · Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience · Build personalized, holistic financial plans tailored to every client's unique needs · Manage your client's financial plans to help them achieve their goals · Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits · Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) · Additional income structure to support training and early development · Renewal income earned for continued client support and policy management · Bonus programs and expense allowances · Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more · Certified Financial Planner licensing support2 · Fully company-funded retirement package and pension plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · Bachelor's degree · Entrepreneurial ambitions to be a business owner · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking skills · Strong communicator · Strong sense of motivation and drive · Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Top 5 US Independent Broker-Dealers4 · Unsurpassed financial strength with total company assets of $366 billion5 · Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management · Fortune 500 company (June 2024) · Forbes' Best Employers for Diversity (2023) · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) · 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews , April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as a Registered Operations Leader! Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you optimally develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured. * Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors' office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc. * Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives. * Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff. Required Qualifications * Bachelors degree or equivalent. * 5 - 7 years relevant experience required. * Series 7 or ability to obtain within 150 days. * State securities agent registration (S63 or S66) or ability to obtain within 150 days. * Previous successful supervisory experience including knowledge of HR policies and labor laws. * Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results. * Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills. * Able to communicate with all levels within the organization. * Detail orientated, strong math, and analytical skills. Good organization and time management skills. * Process oriented and can work with a team. Proficient with standard business software applications. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Support senior Advisory Research Consultants relationships with intermediary research departments and their efforts to gain and service placements on research department discretionary and nondiscretionary research platforms. Key Responsibilities * Help team deepen relationships with intermediary research departments. * Support senior team members with each step of the sales process - Requests for Proposals, quarterly reporting, presentation materials, meeting preparation, and ad hoc requests. * Assist in building relationships, developing strategic initiatives and overseeing ongoing client service with sales & marketing partners (with goal to broaden and deepen relationships across partner firms) * Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks. * Collaborate with Columbia's Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand. * Prepare competitor and market analytics. Assist in the creation of customized reports utilizing tools such Morningstar, Genesys Research, and Zephyr. * Assist in maintaining internal intermediary research platform reporting used with senior management. Required Qualifications * Bachelors degree. * Minimum of 3-5 years of related industry experience, preferably within an asset management organization or broker dealer. * Demonstrated interest in the capital markets and understanding of the mutual fund research process. * Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred. * In-depth understanding of investment analytics. * Strong communication and presentation skills, as well as strong organizational skills required. * Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies. * Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time. * Familiarity with Morningstar Direct, Zephyr, and Factset. Preferred Qualifications * CFA or progress toward CFA. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AMINV US Asset Management

**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you will learn and grow as we help you create a career journey that is unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally. At American Express, you will be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we will do it with the utmost integrity, and in an environment where everyone is seen, heard, and feels like they belong. Join Team Amex and let's lead the way together. Global Merchant Services, the merchant network of American Express, acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. This position will report to the leader of the new MS - U.S. Quality & Oversight team and be responsible for supporting operational risk and governance efforts for the broader MS - U.S organization. This is a brand new, high-visibility position and offers a unique opportunity to contribute to the design and build effective processes from the ground up. The role will provide an opportunity for the Analyst to learn the Global Merchant & Network Services business, gain experience working as part of a global organization, drive and lead key projects, as well as gain deep industry insight into some of the most strategic segments of the merchant business while focusing risk culture and compliance efforts. This position will play a valuable role bringing data components together, researching, analyzing, and preparing data and insights and reporting in support of effectively managing operational risks, in accordance with the company's risk framework and policy. Responsibilities: + Support the development & roll out of an enhanced and streamlined MS-U.S. quality and oversight support model to ensure compliance with enterprise governance. + Collaborate with partners to ensure processes are documented appropriately and trainings, tools and resources reflect current rules & guidance for MS-U.S. colleagues. + Research, analyze and prepare data, insights and reporting for analysis, process validation and improvement as well as broad strategy development. + Support projects with data, reporting, analysis and more + Play an active role, contributing ideas and recommendations to help design and build effective business processes and reporting from the ground up + Review and analyze practices, processes and data across a variety of MS - U.S. teams. + Function as conduit to other parts of the Enterprise as needed to drive business results. + Share and leverage best practices across the team and with other GMNS Business Analyst colleagues. Qualifications: + Strong analytical skills, comfortable using data to formulate and support theories. + Decisive self-starter with high degree of accountability and ability to exercise sound business judgment and clear, independent decision-making. + Proven Project Management Skills with the ability to manage multiple, complex, time sensitive items simultaneously. + Ability to influence across all levels and to develop relationships with leaders, peers, and control and compliance teams. + Strong verbal, written, interpersonal and presentation skills allowing for clear and appropriate messaging for multiple levels/audiences. + Resilient collaborator with proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change. + Ability to work cohesively with senior leaders. + Proven ability to learn business systems, including reporting and CRM tools. + Power BI, Power Apps, PowerPoint, Excel, Salesforce skills. SQL, Python, Tableau recommended. Microsoft Project, Planner, MS Visio and Archer technology platforms a plus. + BA/BS Degree required. **Qualifications** Salary Range: $55,000.00 to $105,000.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25004448

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

You will be responsible for shaping the position of Columbia Threadneedle Investments on overall market strategies and implications which includes providing unique perspectives, insights and actionable views on global and capital market themes and their impact on portfolio construction and asset allocation. You will communicate and present these views to educate clients, media, and sales channels with the goal of guiding them toward value-added investment decisions. You will also be expected to oversee and engineer the development of flagship thought leadership related to global markets across institutional and retail channels. This role reports into our Head of North America Product & Business Intelligence. Key Responsibilities * Responsible for shaping and articulating our investments points of views and portfolio implications across Fixed Income, Equities, and Alternatives. * Work with the firm's portfolio managers, research analysts, distribution leadership and product teams to identify unique perspectives, insights, and actionable views on capital markets. * Incorporate and address portfolio construction and asset allocation themes. Communicate and present these views to educate clients, media, and sales channels with the goal of guiding them toward good investment decisions. * Maintain thorough/relevant market, economic and asset class knowledge to represent the company's views on markets and the investment outlook in a variety of formats including media appearances (television, radio and print), in-person meetings, podcasts and research reports. * Be a proven facility with often spontaneous and unplanned requests, affording with little or no preparation time. * Partnering with the North America Marketing team to publish a series of investment thought leadership materials, including (but not limited to) a quarterly review of capital markets insights and forward-looking opportunities, for use within our Institutional and Intermediary sales channels. * Ensure effective controls are in place to pro-actively manage risk and remain in compliance with company policies and procedures. * Travel within the United States will be expected in this position. Required Qualifications * 10+ years industry experience, preferably with an asset manager, private bank, or wealth manager, with a foundation in economics, or asset class specialization. * Seasoned media presenter, effectively communicating complex investment information to a wide variety of audiences. Someone who is both media ready and recognizable. * Extensive knowledge of investment industry and portfolio strategy. * Ability to articulate investment view within macroeconomic framework on economic sectors and individual securities. * Ability to communicate investment views on economic individual securities to audiences with differing degrees of investment knowledge. * Excellent relationship and leadership skills. Preferred Qualifications * CFA, CIMA, or CAIA As this is a senior leadership role, you will be expected to: * Think strategically, creatively, and drive innovation with a focus on continuous improvement. * Demonstrate accountability and focus on client needs and creating value for the shareholder. * Build and develop talent and manage performance of assigned team(s) whilst effectively managing and lead through change. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary New York Residents Only: The estimated base salary for this role is $220,000-$260,000 per year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business AMINV US Asset Management

The Opportunity As the Director of Law Technology , you will create and align a technology vision, objectives, and roadmaps with business strategy for all areas related to Law Operations, Compliance, Procurement and Audit, to foster and drive a digital transformation. You will be accountable for ensuring successful execution of those initiatives and delivering business outcomes - strategic, operational, and BAU. You will lead highly complex, cross-functional initiatives, manage multiple agile/waterfall squads, and ensure cost-effectiveness and transparency for business partners. You will also engage with the industry and bring relevant insights to MM. Using your deep technology leadership and program management expertise and experience, you will collaborate with other Enterprise Technology & Experience (ETX) leaders to ensure technology strategy alignment, value propositions, and strategic imperatives for growth that can help reduce costs, increase speed-to-market, modernize, optimize, and transform capabilities for Law Operations, Compliance, Procurement and Audit. You will be accountable for delivering projects on time, within budget, and with expected functionality per business partners' requirements. The role will regularly interact with business and technology leaders to ensure optimal collaboration, communication, and delivery. It is expected that the candidate will collaborate and support the delivery of projects by other delivery leaders within Regulatory HR Technology to ensure adequate leadership backup and succession planning. The Team This role reports to the Head of Regulatory HR Technology. The Regulatory HR Technology Team provides essential platforms that enable strategic capabilities for the Enterprise Risk, Law, Compliance, Procurement, Audit, Human Resources & Employee Experience, Digital Communications. Our mission is to propel corporate functions to new heights through innovation, collaboration, and achieving excellence in all we do. Our culture emphasizes engineering and operational excellence, transforming our business, and achieving enterprise objectives. The Impact You will: Play a pivotal role on the Regulatory HR Technology leadership team by identifying improvement opportunities and reducing costs while providing exceptional technical solutions and business capabilities. ·Be accountable for the creation and execution of technology strategies, roadmaps, delivery, quality, continuous improvement, and budget management, ensuring alignment with Law Operations, Compliance, Procurement and Audit and Regulatory HR Technology business objectives to enable business growth and expansion. Deliver large-scale initiatives that align with and support strategic goals on time and within budget. Align short to medium term technology strategy with business-based decisions and foster consensus at all levels of the organization to ensure the achievement of business objectives. Be fully accountable for planning, prioritization, and delivery for Law Technology team. Influence creation of roadmaps at the division and BU level that enable business growth and future business needs. Work with technology and business teams to address financial, operational, and strategic challenges, ensuring implementation of security, privacy, disaster recovery, and business continuity plans. Attract, retain, and develop diverse talent in an inclusive, data-driven, agile, and collaborative environment. Provide thought leadership and strategic counsel to Law Operations, Compliance, Procurement and Audit business partners on leveraging technology. Evaluate vendors and technology options including ROI, total cost of ownership, and tradeoffs and share recommendations with ETX and business leaders. Collaborate with Corporate business partners and technology teams to develop and maintain sustainable technology platform(s) that allows for a cost-effective, compliant, and seamless customer experience. The Minimum Qualifications Bachelor's degree in computer science, computer engineering, or a similar technical discipline. 8+ years of experience leading and managing engineering teams The Ideal Qualifications Master's degree in computer science, computer engineering, or a similar technical discipline. Experience with cloud platform migration and implementation for improved efficiency, e.g., AWS, Azure, Google Cloud, or similar private clouds. Extensive IT experience including Application Teams, Information Security, Business Process Management, Program and Portfolio Management, IT Partner and Supplier Management, IT Architecture Management, Digital Platforms, IT Infrastructure and Operations, and intranet development with tools such as Tableau and MicroStrategy. Skilled in defining vision, leading and inspiring teams to create high-value products, and driving large-scale initiatives that deliver significant value to internal customers. Expert in change management, technology transformation, and innovative problem-solving. Proven in strategic thinking, planning, and execution with strong analytical skills. Effective collaborator and influencer, excelling in innovation, budget management, software engineering, agile, and DevOps practices. Experienced in managing technology for financial institutions. What to Expect as Part of MassMutual and the Team Regular collaboration with the Corporate Technology Leadership Team, key stakeholders from corporate functions, and other Engineering Teams across Enterprise Technology & Experience (ETX) Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-SC1 Salary Range: $134,400.00-$176,400.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills

Role: Systems Analyst- Technology Business Management (TBMA) Team: ETX Portfolio Management and Analytics Dept: ETX Strategy and Governance Fulltime - Springfield, MA The Opportunity To continue adding insight to our IT expenses at MassMutual, we are seeking a Technology Business Management Analyst (TBMA) to join our Business of IT Tools Team. The candidate will be responsible for the maintenance, development and enhancement of our TBM platform (Apptio). This includes report development and maintenance of the TBM eco system, data management and analysis. The Team Be part of a growing team, focused on delivering quality data and analytics thru the TBM platform Apptio. Supporting highly mature APPTIO model and creating clear, multi-lense reports. Allowing our IT, Finance and Business partners to make data driven decisions and focus MassMutual on value creation. The Impact: Design, develop, and maintain the Technology Business Management (TBM) Model R12, Architecture and Data across Cost Pools, Towers, Services through various modules in Apptio. Gather functional and business requirements from client and translate into a functional hosted solution design, which meets customer needs, provides maximum solution value, and is within scope of Apptio products/services. Configure, test, & document Apptio Dashboard, reports and underling data models to meet function design and specifications. Responsible for administering and day to day managing of system production support, reporting development cycles, including business requirements design solutioning, test management, integration strategy, deployment and training Own end to end the monthly calendar for the Apptio system, responsible for monthly opening and closing of the forecast, supporting the monthly close process, annual / strategic plan and associated dashboard reporting Conduct data quality and gap analysis, develop a maturity plan and collaborate with data source owners on data sets Responsible for delivering Apptio system integration, enhancements, and optimization capabilities for dashboard reporting Perform monthly data loads, monitoring integrity of data, analysis, and maintenance of reference data and mapping issues, solutioning of data errors. Ability to support data connectivity through API's and those embedded within our tool and develop integrations and modeling across large data sets Monitor & control dashboards that focuses on data reconciliations and controls, quickly escalating issues, troubleshooting and solutioning Works with IT leaders to develop & deliver data capabilities needed for Apptio tools, streamlining overall system architecture including configuration and components and ensures usability/functionality of components Provides new reporting capabilities and support strategic vision around monthly reporting needs Import, transform and rationalize data from systems of record (SAP, PPM, ServiceNow, CTM, AWS, Azure) understanding system integration points and impacts on production Participates in collaborative efforts with finance. Allocation and Reporting Responsible for improving and enhancing use of the Apptio Platform through automation, data configuration, allocation changes, existing report updates and new report creation Is the technical contact for the company when communicating to the Apptio Operations and/or Engagement Management teams Support the Forecast and Annual Budget processes The Minimum Qualifications Bachelors degree in Data Analytics, Management Information Systems, Finance or related degree 8+ years of relevant experience in systems analytical work 5+ years' experience as an Apptio System Administrator and executing custom solutions in TBM Studio Certified TBMA The Ideal Qualifications 4+ years of experience as Apptio Administrator Proficient in accounting concepts, practices, and procedures. Experience with Cost Transparency and IT Planning High degree of organization and ability to manage multiple, competing priorities simultaneously. Strong understanding of formulaic logic in MS Excel (if statements, VLOOKUP, pivot tables, macros, etc.) Experience working with large data sets in Excel History of analytical problem solving and quickly resolving data-related issues Knowledge of financial management processes (Budgeting, Forecasting, Cost Allocations, etc.) Proficient in Apptio Able to thrive in a collaborative and cross-functional environment Strong written and verbal communication skills Experience with AWS and/or Azure cloud billing. Deep knowledge of the Apptio solution and the TBM Taxonomy Experience working with at least one object-oriented language (Java, C#, Python, etc...) Analytical and detail-oriented individual that enjoys working with data solutions. Strong to expert skills in data manipulation with tools like MS Excel, BI tools, etc. Ability to quickly comprehend complex spreadsheets/data Knowledge of company IT services and financial management processes and practices such as budgeting, cost allocations, capital & operating expense handling, program portfolio management, and application / infrastructure support. Knowledge and application of relational database concepts. Skilled at working with large data sets in Excel, quickly resolving data-related issues. Skilled at communicating and managing issues with technical teams in a production environment Skilled at report creation Experience translating executive vision into technical requirements Experience with Cloud-ability is highly desired. What to Expect as Part of MassMutual and the Team Regular collaboration with the ETX Portfolio Management and Analytics Focused one-on-one time with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Sitting in the 1st Line, implement, execute and manage risk for Columbia Threadneedle's Distribution and Investment Risk business units. Ensure an integrated risk framework and strong control environment by leading the organization in the proactive identification of risk, continuous control improvement and issue mitigation. Lead a team responsible for risk event management, risk and controls identification, self assessment and testing, risk reporting and governance for global business partners. How you'll spend your time.. * Provide operational risk and controls thought leadership and expertise to the business unit. Lead the development of risk management strategies that drive identification, quantification and mitigation of risk within the business, while providing acute depth of knowledge and influence. Benchmark industry-wide data and act as a liaison with industry sources in the business on trends, best practices, issues, and concerns. * Establish and lead a governance framework designed to monitor and ensure efficacy of operational risk management and process controls within the business unit Influence adoption of governance protocols and change controls across all regions and departments of the business unit. Implement reporting routines that ensure strong communication and interaction with all stakeholders including other Columbia Threadneedle Investments and Ameriprise risk partners. * Identify high risk processes and controls and build out a testing program to ensure these processes and controls are reviewed and tested throughout the year. Where areas of enhancements are identified, work with the business to implement these changes and perform due diligence on the effectiveness of these processes and controls * Be the point person for risk events as they occur in the business unit by helping to review and log such risk events in a timely manner. Work with the business on remediation and establish regular working group to track complex risk events. Assess if issues are corrected appropriately and controls/mitigation are put in place. Facilitate and lead crisis prevention sessions and post-follow-up. * Provide oversight, guidance and leadership on KRI population and risk reporting to senior business forums. Ensure adequate governance of key risks by escalating risks and following up on decisions, where applicable. Working with the business to ensure breaches in KRIs are brought back within tolerances promptly. * Participate in the Operational Resiliency program for in-scope legal entities. This includes identifying key metrics relating to Important Business Services, establishing service tolerances and performing scenario stress tests throughout the year on operational risk factors. To be successful in this role you will have.. * Strong analytical, organizational and time-management skills. * Strong ability to lead, partner and influence across leadership levels. * Excellent written and verbal communication skills. * Ability to drive results and meet deadlines. * Must be able to work independently. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $101,000 - $174,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AMINV US Asset Management

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service covera ge for a FA/PWA/team including: S upporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Opportunity We're looking to hire a National Sales Product Consultant to join our MMFA National Sales team. In this position, you will be a product expert focusing on product ideas and concepts while partnering with your Regional Director and Firm Specialists to design programs to support product knowledge, sales opportunities, and growth in your region. Additionally, you'll be charged with sharing best practices and key tools to uncover opportunities, grow your book of business, and support balanced practices. The Team We partner with our Firm Product Specialists to provide unparalleled expertise, guidance, advice and solutions to MMFA firms, their advisors and brokerage partners, in planning for their clients' financial future. We empower our advisors to grow balanced practices by collaborating with credentialed and experienced experts that address broad financial solutions. The Impact Proactively partner with your Regional Director and Firm Product Specialists to increase product knowledge and sales growth in your region. Develop and execute customized firm plans to support this strategy. Be the key point of contact to your Firm Product Specialists. Available to support advisors within your regions. Providing timely, accurate and professional sales support including product information, sales concepts, practice management and other resources. As part of your practice management role, you may be asked to facilitate study groups, educational meetings and/or present at product focused events. Proficient with and effectively utilize and educate on our suite of sales tools. Work as a contributing team member to assist in achieving the sales goals of Sales and Distribution and provide backup to the other members of the team when needed. Ability over time to cross-train on all product lines: Disability; Life Insurance and Annuities and use that knowledge to identify cross-selling opportunities. Work with supporting/processing areas/operations to address any issues that would impact the ability of a submitted case to be “reported” in a timely manner, respectful of procedures. The Minimum Qualifications Bachelor's Degree OR High School Diploma and 2+ years of financial services/insurance experience 1+ year of customer service or sales experience Must obtain FINRA SIE & Series 6 within 180 days of hire Must obtain FINRA Series 63 and State Life & Health License within 12 months of hire The Ideal Qualifications 1+ years of sales support 1+ years of practice management experience 1+ year experience in the Financial Services/ Insurance Industry where you can demonstrate a clear understanding of the marketplace that applies to the products being sold FINRA SIE and/or Series 6 and Series 63 at time of application In-depth Insurance Product Knowledge Ability to influence others Proven track record of working others, team player Ability to think creatively and outside of the box, focused on sales execution, utilizing products and solutions Salary Range $50K-$55K base range plus sales-based incentive opportunity resulting in a total target compensation package of $70K-$75K What to Expect as Part of MassMutual and the Team Regular meetings with the MMFA National Sales team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

**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 Insurance Property Adjuster Specialist, you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. Property Adjuster Specialist focus on using technology and desk adjusting for a virtual first approach to inspections and claims handling. USAA also provides a company vehicle to physically inspect losses within your locally assigned territory. Field Adjusters may travel outside of their local territory to respond to claims in other regions when needed. This is an hourly, non-exempt position with paid overtime available. This is a **field-based** role in the **North** **East Rhode Island or South Massachusetts area** (targeted around Attleboro). Candidates who are willing and able to work in this area are encouraged to apply. **What you'll do:** + Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. + Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. + Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. + Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. + Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. + Maintains accurate, thorough, and current claim file documentation throughout the claims process. + Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. + Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. + May be assigned CAT deployment travel with minimal notice during designated CATs. + Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. + Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. + Adjusts complex claims with attorney involvement. + Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. + May require travel to resolve claims, attend training, and conduct in-person inspections. + 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:** + High School Diploma or General Equivalency Diploma. + 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. + Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. + Proficient knowledge of residential construction. + Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. + Proficient negotiation, investigation, communication, and conflict resolution skills. + Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. + Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. + Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. + Successful completion of a job-related assessment may be required. **What sets you apart:** + US Military service or a Military spouse/domestic partner + Prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) + Prior experience adjusting property claims using virtual technologies + Prior property field adjuster experience handling DWG, APS and ALE adjustments + Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) + Xactimate Level 1 and/or Level 2 certification + Prior deployments in support of catastrophes + Currently hold an active Adjuster License + Currently reside within or have the ability to self-relocate within the **North East RI/South MA** **area** **Physical Demand Requirements:** + May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. + May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. + May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. + May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. The above description reflects the details considered vital 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: $73,640 - $132,220. Employees may be eligible for pay incentives based on overall corporate and individual performance or 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 USAAjobs.com. Relocation assistance is **not** available for this position. _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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

The Opportunity We are seeking a Director of Asset, Configuration, and Infrastructure Technology Management who will lead the Asset Management and Configuration Management functions as well as provide people leadership to teams within the Platform Engineering & Operations organization which manages the company's servers, databases, storage, mainframe, and data centers. The Team This person will work with the global team to ensure the organization's policies, standards, and processes align with regulatory and business requirements, industry best practices, and strategic objectives. This role reports to the Head of Platform Engineering & Operations. The Impact This role will be responsible for: Strategic Planning: Defining the overall vision and strategy, aligning with business goals and objectives. Metrics & Reporting: Overseeing the delivery of IT services, ensuring they meet defined service level agreements (SLAs), key performance indicators (KPIs), and regularly reporting to our Senior Leadership Team. Team Leadership: Leading and managing a global team of IT professionals, including asset management, configuration management, and Infrastructure Technology teams. Assessing resource needs to ensure sufficient capacity and coverage. Process Improvement: Identifying opportunities to optimize IT service management processes and procedures, and implementing improvements based on best practices like ITIL. Stakeholder Management: Building strong relationships with key stakeholders across the organization, managing SLAs, and reporting KPIs. The Minimum Qualifications Bachelors degree 8 + years of experience in ITSM with 5+ years in a team lead capacity 2+ years experience in ITIL framework and best practices for IT service management 2+ years experience leading and managing global IT teams 2+ years experience as a people leader and project manager The Preferred Qualifications Excellent communication and stakeholder management abilities Strong analytical and problem-solving skills Ability to manage budgets and resources effectively Proven track record of successful process improvement initiatives Strong knowledge of IT Infrastructure Technology areas #LI-RK1 Salary Range: $134,400.00-$176,400.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

The Opportunity As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it's field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Team The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client's counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. The Impact: Provides fast and superior support on technical legal and tax issues. Discusses specific case designs with advisors and brokers. Creates and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. Analyzes and comments on personal, estate and business plans. Drafts marketing materials including PowerPoints. Assists other areas within MassMutual with technical and legal issues. The Minimum Qualifications JD required 5+ years in an advanced market's role or practicing attorney estate, business or tax background Series 6 or 7 at time of application or ability to obtain within 6 months of hire 2+ years of experience interacting with clients both on calls and emails Travel required - possibly up to 5 - 10%. The Ideal Qualifications CLU/ChFC Excellent writing and presentation skills Experience working in or with a large financial company Working knowledge of life insurance, annuities, and investments Ability to work independently on projects Collaboration with both work teams and multiple home office partners along with our advisors in the field Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. What to Expect as Part of MassMutual and the Team Regular meetings with the various product line and investment managers as well as legal and compliance. Focused one-on-one meetings with your manager. Access to mentorship opportunities. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups. Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-BC1 Salary Range: $141,300.00-$185,400.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.