Total 128 Finance / Banking / Insurance job vacancies in Remote US Florida

We are seeking a Director, Finance to lead the FP&A team within the Home National Team (HNT), which, along with our operating partners in the field, has P&L responsibility for the nearly $2 billion revenue home dialysis business across the U.S.

DaVita has been investing significantly in a differentiated offering for the last decade+ and is uniquely positioned to continue to lead the way in the space. As a result, peritoneal dialysis (PD) and home hemodialysis (HHD) together have been growing significantly faster than the core in-center dialysis business. This continues to be one of our top strategic priorities because

• We believe that dialyzing at home provides important clinical benefits for patients, in addition to improved quality of life and
• In 2019, CMS announced its intention to significantly increase the utilization of a home modality or transplant and has established several pilots and programs to incentive this growth.

RESPONSIBILITIES Include

The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive.

Financial Planning & Analysis

• Annual budgeting for field operations and related financial management
• Monthly reporting of variances to budget as well as investigations into underlying causes and development of potential options to remedy
• Long-range strategic planning in partnership with Corporate Finance & Corporate Strategy teams
• G&A management for HNT

Ad hoc analyses

• Act as financial thought leader to HNT leadership by developing business case/ROI, tracking performance of various initiatives, and shaping outcomes
• Work with project teams to provide financial decision support
• Support contract negotiations for our primary suppliers of home medical supplies in conjunction with our enterprise procurement team
• Craft ad hoc analyses for senior management

Team Leadership

• Accountable for up to 4 teammates at the analyst and manager levels, based on experience level
• Help build the culture within the Home Finance team
• Attracting, developing, and retaining talent

MINIMUM QUALIFICATIONS

• Bachelor’s degree is required
• Minimum 8 years of work experience in corporate FP&A, corporate strategy, investment banking, management consulting, and/or other comparable field
• Intermediate to advanced experience with Microsoft Excel and PowerPoint
• Experience working with large datasets required; prefer experience working with Hyperion Essbase, SQL, Anaplan, but not required

Other duties and responsibilities as assigned, including but not limited to:

• Attend team meetings, video conferences, and training as needed
• Know, understand, and follow teammate guidelines, employment policies, and department or company procedures
• Travel required: up to 10%

What We’ll Provide:

More than just pay, our DaVita Rewards package connects teammates to what matters most. Teammates are eligible to begin receiving benefits on the first day of the month following or coinciding with one month of continuous employment. Below are some of our benefit offerings.

• Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out
• Support for you and your family: Family resources, EAP counseling sessions, access Headspace®, backup child and elder care, maternity/paternity leave and more
• Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita’s online training platform StarLearning.

At DaVita, we strive to be a community first and a company second.  We want all teammates to experience DaVita as "a place where I belong."  Our goal is to embed Diversity & Belonging into everything we do in our Village, so that it becomes part of who we are.  We are proud to be an equal opportunity workplace and an affirmative action employer.  As such, individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic.

Salary/ Wage Range

• Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at https://careers.davita.com/benefits  

Salary/ Wage Range

Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at https://careers.davita.com/benefits  

Career Category

Job Description

HOW MIGHT YOU DEFY IMAGINATION?

If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming one of the world’s leading biotechnology companies. We are global collaborators who achieve together—researching, manufacturing, and delivering ever-better products that reach over 10 million patients worldwide. It’s time for a career you can be proud of.

The Benefits Senior Manager, (Leave, Life Insurance and Disability)

Live

What you will do

Let’s do this. Let’s change the world. In this vital role the Benefits Senior Manager, (Leave, Life Insurance and Disability) will be responsible for oversight, operations, and delivery of all U.S. Leave of Absence (LOA) and Paid Time Off, Life Insurance and Disability, and Compliance programs.

Primary Responsibilities:

• Manage LOA, Life and Disability vendors to ensure delivery of accurate and timely benefits, in accordance with governing laws and company policies to eligible staff. Develop metrics to ensure vendor performance meets Amgen requirements.

• Provide management oversight and guide direct reports to resolve escalations/errors. Guide direct reports to provide appropriate and timely Return to Work information to Amgen's Occ Health.

• Subject matter expert on Federal, state, and local regulations to ensure compliance with mandatory leave and disability benefits. Ensure delivery of required LOA benefits is operationally sound, administratively feasible, and coordinates with Amgen's policies.

• Develop metrics to monitor the accurate delivery of LOA benefits, to audit and rectify any abuse of policies, if any, and to assist in refining LOA and disability benefit provisions to best support Amgen employees

• Support integration activities such as policy training for newly acquired staff and transition of active disability benefits, where required, to Amgen U.S. plans.

• Stays current on federal and state employment laws as it relates to leaves.

• Works with leave administration vendor to recommend process and technology improvements, draft communications.

• Coordinates with Benefits leadership, Staff Relations and Legal for leaves and/or leaves ending termination that result in litigation.

• Manages other activities as assigned.

Win

What we expect of you

We are all different, yet we all use our unique contributions to serve patients. The Benefits professional we seek will possess these qualifications.

Basic Qualifications:

Doctorate degree and 2 years of benefits or finance experience

Or

Master’s degree and 4 years of benefits or finance experience

Or

Bachelor’s degree and 6 years of benefits or finance experience

Or

Associate’s degree and 10 years of benefits or finance experience

Or

High school diploma / GED and 12 years of benefits or finance experience

Preferred Qualifications:

• Experience with large employer benefit plans with participants in multiple U.S. states.

• Strong critical-thinking and problem-solving skills – investigate and understand the underlying cause of an issue as opposed to fixing the matter at-hand.

• Strong working knowledge of federal and state laws affecting benefit programs and the associated regulatory filing and compliance requirements, including federal, Internal Revenue Service, COBRA, Family Medical Leave, and privacy laws.

• Ability to handle confidential employee information with discretion and sound judgment.

• Proactive, collaborative team member with excellent attention to detail and a strong sense of urgency and follow-through.

• Excellent communication, influencing, and interpersonal skills with the ability to work both independently and on teams.

• Strategic Vision

• Vendor management skills

• Working knowledge of HR business systems, such as WorkDay.

Thrive

What you can expect of us

As we work to develop treatments that take care of others, we also work to care for our teammates’ professional and personal growth and well-being.

Amgen offers a Total Rewards Plan comprising health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities including:

• Comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts.

• A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan

• Stock-based long-term incentives

• Award-winning time-off plans and bi-annual company-wide shutdowns

• Flexible work models, including remote work arrangements, where possible

Apply now

for a career that defies imagination

Objects in your future are closer than they appear. Join us.

careers.amgen.com

Amgen is an Equal Opportunity employer and will consider you without regard to your race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Salary Range

Compensation may vary based on the job level and your geographic work location.

The Florida Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either us or our insured within established corporate guidelines and the applicable code of professional responsibility. Litigation includes all aspects of civil litigation, including trials and proceedings in all forums, whether at the local, state or federal level, mediation, arbitration, workers' compensation, and administrative proceedings, and any necessary appellate work. You will provide legal advice to assist the disposition of claims in a fair manner consistent with relevant statutes and within the guidelines of the company. You will report to the Legal Manager.

Primary Accountabilities

• You will handle litigation involving either us and our insured within established corporate guidelines and the applicable code of professional responsibility.
• You will analyze the file as litigation progresses. You will analyze risk to insured and us and evaluate cases and seek settlement.
• You will conduct discovery (e.g. written interrogatories, requests for production of documents, and depositions).
• You will conduct motion practice.
• You will draft all necessary pleadings, papers and briefs to advance litigation activities at the trial or appellate level.
• You will conduct necessary legal research.
• You will advocate client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances.
• You will stay current on state statutes and court decisions and analyzes how statutes and court decisions affect the interpretation and enforceability of the policy provisions.

Qualifications:

• This is a remote position.
• Three (3)+ years of insurance defense litigation experience
• Trial experience
• Able to handle full-time high volume case load
• Prior experience in a claims department or staff counsel organization beneficial
• Insurance defense background, with specific experience in personal lines and commercial (auto and premises)
• Insurance defense background in construction defect beneficial
• Must be licensed to practice law in State of Florida

Locations for this role include Orlando, Jacksonville, Miami or Tampa.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

The Information Technology (IT) organization is the technological foundation of our business and works in collaboration with our partners from across the company. The team drives technology and digital transformation, partners with business leaders to design and execute new strategies through IT and operations services and ensures the necessary IT risk management and security measures are in place and aligned with enterprise architecture standards and principles.

This role will manage a team to identify, assess, respond to, and monitor Technology Risk. He/she will need to ensure that regulatory / risk policies and standards and their impact on business operations are understood and addressed consistently across Corebridge as well as third party facilities, are assessed, monitored, and remediated as necessary. They will help to provide coverage for regulatory issues with our technology partners and assist with regulatory exams, requests, and meetings.

About the role

What you need to know:

The Head of Technology Risk and Controls will be responsible for the following:

• Manages the development of technology risk processes and procedures, and actively contributes to the strategic planning process for IT Develop programs to assess and monitor control impacts as change initiatives progress.
• Provides domain expertise to business units around emerging technology risk topics.
• Leads development of a technology risk management framework that defines how people, process & technology provide a secure environment and support business objectives.
• Develops technology risk management goals and objectives, and establishes standards and process/procedures, cost analysis, and controls by working collaboratively with key stakeholders to ensure that all regulatory mandates and requirements are addressed. Regulatory considerations including but are not limited to SOX, NYDFS, SOC1/2, and State Regulatory requirements.
• Manages control issue remediation processes to ensure that the underlying risk to the organization is being managed.
• Develops strong relationships and interacts with Enterprise Risk Management Senior Leadership, Business Unit Heads, Regional Leadership, Internal Audit, External Regulators, Legal and Compliance, Privacy, and IT teams to coordinate activities.
• Develop strategies and operating model to identify, assess, report, and manage Third Party risk.
• Ensures IT Standards and Policies are fit for purpose and are appropriate from a regulatory, risk and compliance perspective.
• Manages escalation of issues relating to the overall Technology Risk environment.
• Works with applicable business, operational and IT organizations to help ensure that business and IT projects are appropriately monitored for IT risks.
• Develops and delivers executive-level IT risk presentations to describe program approach and status and consults on key technology risks.
• Secures appropriate resources for the Technology Risk and other departments that can be leveraged to carry out strategy, plans, and programs.
• Manages Technology Risk awareness and training programs to encourage the use of appropriate information practices by Corebridge staff, contractors, service providers, third party and offshore vendors.
• Develops and implements risk reporting on progress for achieving and implementing Technology Risk strategies, plans, products, and controls.
• Acts as the audit interface to manage scope, quality of responses, and interactions.
• Represents Corebridge interests to industry and standards forums and advises senior leadership concerning topics and trends pertaining to information technology risks.

What we’re looking for:

Experience:

• 15+ years of experience within technology risk, control and governance, Internal Audit or SOX disciplines with increasing responsibility and work complexity to include progressive management roles in large, complex organizations.
• Strong expertise in collaboration, facilitation, and coordination of the mitigation of risks.
• Adept at navigating governance structures.
• Experience raising awareness of information and technology risk throughout an organization.
• Significant experience working with Financial Industry regulators and regulations (E.G., SEC, NYSDFS, State Regulators).

Technology Risk & Controls Skills:

• Extensive knowledge of information and technology risk management policies, methods, standards, tools, and processes (e.g., ISO, COSO, COBIT, NIST) as well as knowledge of compliance, legal, internal / external audit & regulatory requirements.
• In-depth understanding of information technology and business continuity principles and best practices across the industry as well as project management principles.

Core Skills

• Demonstrate effective leadership skills.
• Understanding of metrics development and reporting. Strong problem solving and program execution skills. Ability to prioritize and drive difficult decisions among business partners.
• Ability to solve very complex risk issues that span legal, compliance and regulatory obligations across various lines of business and shared service areas of the company.
• Strong interpersonal and oral/written communication skills, able to build relationships with people at all levels. Experience developing and delivering presentations to all levels of management. Strong ability to develop, lead and manage a professional staff.
• Executes through the team — manages to high standards, empowers others, and holds them accountable while actively engaging and inspiring them at the same time.
• Utilizes strong negotiation and influencing skills to align interests across diverse constituencies, including suppliers, internal business partners, and regulators.
• Drives for results — shows urgency and takes initiative, doesn’t let problem situations linger, and ensures service excellence and efficiency objectives are met.
• Ability to work under pressure and meet close deadlines.
• Experience leading complex, major change initiatives; demonstrated skills in change management.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

DESCRIPTION:

This position leads a team of desk property claims service professionals to deliver outstanding customer service and business results.

JOB RESPONSIBILITIES:

• Leads their team to achieve goals and objectives by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
• Maintains staff by recruiting, selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities.
• Manage employee work schedules including assignments, training, vacations and paid time off, overtime and ensuring coverage for absenteeism.
• Contributes to the creation of strategic goals by gathering pertinent business, financial, service, and operations information; identifying and evaluating trends and options; choosing a course of action; defining objectives; evaluating outcomes.
• Maintains quality service by enforcing quality and customer service standards; analyzing and resolving quality and customer service problems; identifying trends; recommending process improvements.
• Appropriately communicates information through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication.
• Develops critical skillsets of their team as well as assisting their team with career development goals.
• Handles customer escalations, DOI complaints and claims with public adjuster or attorney representation.
• Contributes to business goals, performance metrics, and effectively uses tools & technology.
• Supports workload surges and/or catastrophe operations as needed to include working significant overtime during designated catastrophe events.
• Partners with internal resources to facilitate claims resolution.
• Provides authority approval and claim handling guidance when applicable.

MINIMUM REQUIREMENTS:

• Bachelor's degree or equivalent work experience.
• 2-3 years of desk property claims to include personal lines claim handling and customer service.
• Strong analytical and problem-solving skills.
• Strong customer service skills.
• Demonstrated knowledge of Microsoft Office products.
• Must be a team-oriented individual to work with clients, other team members, and internal partners.
• Availability to work after hours and on the weekend as needed.
• Excellent verbal and written communication skills.
• Current TX and FL adjuster license or ability to obtain TX and FL adjuster license.
• Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization.
• Ability to learn new technologies.

PREFERRED REQUIREMENTS:

• Prior experience leading desk claims professionals.
• 1-2 years desk property claims management experience.
• College degree
• Prior customer service experience.

BENEFITS:

Eligibility to participate in the Comprehensive Benefits Package: Medical, Dental, Vision, Paid Time Off and Paid Holidays, in accordance with Company policy.

Job Type: Full-time

Benefits:

• Dental insurance
• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Salary: 65,000.00 - 85,000.00

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Property Claims: 2 years (Required)
• Leaderhsip: 1 year (Preferred)

License/Certification:

• P&C or Adjuster License (Preferred)

WORKING CONDITIONS:

Work is conducted primarily in an indoor office environment with protection from weather conditions and with exposure to noise typical of an office or administrative setting.

TRAVEL REQUIREMENT:

Scheduled and non-scheduled travel is required in executing essential duties and responsibilities of this position. Flexibility in scheduling and travel, including potential extended overnight travel, is necessary to support any CAT efforts. Travel to facilitate client meetings, orientations, and resource allocation is required for large catastrophe events. 

PHYSICAL ACTIVITIES AND REQUIREMENTS:

Work requires light lifting (10 – 20 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, transcribe words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.

Excel with VALIC

With the combined strength and diverse products of AIG member companies and VALIC powering your efforts, you can provide a uniquely high level of personalized retirement and financial planning— and make a real difference in the lives of those who deserve your help.  If you have 1 to 3 years of Industry Experience and a FINRA Series 6 or 7 and 63 we would like to talk to about how you can excel with VALIC as a Financial Advisor. 
 

Why choose to be a VALIC Financial Advisor?

VALIC and AIG provide you with the resources you need to create your own success:

• An established territory with existing and prospective clients
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Marketing support including mailings, email blasts and customized flyers
• Support from the District and Regional Offices and Wholesalers
• Flexibility to create your own schedule
• Coaching from District Vice President
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Tuition Reimbursement program for your career development
• Company-paid E&O, licensing fees, continuing education and compliance support
   

VALIC Overview

The Variable Annuity Life Insurance Company ("VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that services clients in the not for profit, as well as the for-profit sectors. We are best known for the work that we do in the 403(b) space where our Advisors partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental offices and, because of the vast product and services that we offer, we also have clients in the private sector. VALIC is a national company that is headquartered in Houston, TX. We have 48 district offices across the country with just under 1,500 financial advisors. VALIC’s roots date back to 1955. In 1964, we implemented the very first 403b plan in a public school district. We regularly rank in the “top 3” against our direct competitors and in the K-12 market.
 

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they are ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad product portfolio of life, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships and outstanding, hardworking, and passionate employees. 

About the Role

As a Supervision Analyst you will analyze sales activity to identify trends and patterns, complete secondary transaction review, and evaluate advisor behavior. Supervision Analysts collaborate closely with the firm’s various Compliance departments and field leadership to preserve the interest of our clients by detecting and mitigating conflicts of interest. A Supervision Analyst provides exceptional service and support to our business partners by delivering timely and thoughtful analysis of data collected in proprietary reports, surveillance systems and by individual referrals.

 Responsibilities

• Utilize data collected to provide in depth analysis the firm can use to make business and compliance decisions.
• Analyze, identify, and resolve complex issues discovered during routine surveillance.
• Working with third party vendors, representatives, financial advisors, and internal business partners.
• Respond to inquiries from compliance, field leadership, financial advisors and internal business partners regarding sales activity, policies, and procedures.
• Deliver and track analysis summaries to internal business units for review and follow up pertaining to monthly and quarterly report inquires.
• Participate in the creation and issuance of written procedures.
• Manage and maintain strong relationships with business partners.
• Communicate and escalate issues as appropriate to the Senior Management.
• Stay current on trends in our business.
• Manage priorities and deadlines, understanding the impact to other areas and proposing solutions with the greatest positive impact.

Preferred Skills

• In-Depth knowledge of investments, suitability, and regulatory compliance issues
• Excellent customer service and communication skills
• Well organized and meticulous
• Able to exercise independent thought and decision making.
• Ability to work in a fast paced and ever-changing environment.
• Strong presentation and business writing skills
• Demonstrated ability to manage multiple tasks and projects simultaneously, prioritize competing work efforts, manage time effectively and without supervision.
• Able to establish and maintain effective relations with external and internal business partners.

Qualifications and Education Requirements

• At least 2 + years of experience in Financial Services preferably in a supervision, compliance, or suitability review
• FINRA Series 7 required.
• FINRA Series 63, Series 65, or Series 66 preferred
• FINRA Series 24 and Series 53 preferred
• Must have the ability to obtain preferred licenses within 180 days hire.

What our employees like most about working for Corebridge Financial

• Our Giving Back policy is at the core of our daily operations. Corebridge provides up to 16 hours of volunteer time off.
• Our people are our most important asset therefore we provide generous benefits and competitive pay. Benefits include:
• Paid Time off: 24 PTO days to start.
• 9 Paid holidays
• A 401k which is HARD TO BEAT. $1 for $1 match up to 6% with immediate vesting, plus Corebridge automatically contributes an additional 3% regardless of whether you enroll or not.

We are an Equal Opportunity Employer

Corebridge Financial, Inc. its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to candidatecare@aig.com.   Reasonable accommodations will be determined on a case-by-case basis.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

Who we are

Be part of a small but mighty team, producing, collaborating, and distributing forms and documents utilized in the establishment and maintenance of retirement accounts. This position will require attention to detail in managing multiple projects at one time including minor updates to a single form, creating new forms, or coordinating global updates to many forms at one time. All while balancing the requirements to different digital platforms and required deadlines.

The role reports directly to the Manager. This employee works closely with other team members, as well as multiple internal departments (Relationship Management, Operation Teams, and Broker Dealer Management Members, Marketing Communications, IT Partners, Legal and Compliance). This position is a remote.

What we are looking for

• 4+ years’ experience in Desktop Publishing/Graphic Design preferably using Adobe InDesign. Demonstrated experience managing complex projects & global updates as either a team lead or contributor. Prior experience in writing and proofing material for design consistency and compliance with graphic standards. 
• Moderate skills in Microsoft Excel and Word.
• Ability to analyze, prioritize, and resolve moderately complex form problems. Take appropriate action to escalate highly complex problems, as needed.
• Able to work within a team environment and individually self-motivated. Preferably with cross-functional communication skills.
• Prior experience with Adobe Acrobat Professional beneficial.
• Perform administrative tasks to effectively maintain project tracking and inventory library. Develop and maintain department documentation in an approved format.

What our employees like most about working for Corebridge Financial

• We care about your professional development. Our career progression and tuition reimbursement program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. 
• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:

• Paid Time Off: Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays in 2024. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

#LI-ST1

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

ABOUT ALLCAT CLAIMS SERVICE
Allcat Claims Service is an energetic company that places a high emphasis on learning and personal development by supporting and challenging its people to reach their full potential. As a result, Allcat Claims Service places a premium on quality control, quality adjusters, and being ahead of the technology changes. Most importantly, we pride ourselves on handling claims both professionally and ethically. Our commitment to “Raising the Bar” has allowed us to grow our client and adjuster relationships over the years into something special. The experience of our team and their work ethic is unparalleled in the claims industry. 

DESCRIPTION
This position provides auto claims service to customers using multiple communication channels. Within defined guidelines and framework, responsible for investigating, evaluating, negotiating and adjusting simple to moderately complex auto injury claims presented by or against a policyholder. The role will include confirming coverage, determining liability, evaluating injuries and equitably settling claims in compliance with all state and regulatory requirements. Works under minimal supervision to perform work assignments and problem resolution. Accountable for delivering a high level of service in every interaction through setting appropriate expectations, proactive communications, advice and empathy. This role will also provide the opportunity to utilize leadership and conflict management skills as you guide the customer through the claims and repair process. 

JOB RESPONSIBILITIES 

• Provides claims service via internal channels (phone/fax/email/mail) to policy holders and third-party customers on behalf of clients. 
• Adjust soft tissue, moderately complex Bodily Injury claims, PIP/Med Pay, UM/UIM and Personal Liability claims as well as all auto physical damage associated with those claims. 
• Identify, confirm, and make coverage decisions on soft tissue to moderately complex claims. 
• Investigate loss details, determine legal liability, evaluate, negotiate, and resolve claims within appropriate authority guidelines. 
• Clearly document thought process, investigation, evaluation, negotiation and settlement decisions. 
• Prioritize and manage assigned claims workload to keep policyholders and other involved parties informed and provide timely claims status updates. 
• Collaborate and support team members to resolve issues and identify appropriate matters for escalation. 
• May act as an informal resource for team members with less experience. 
• Acquires and applies basic knowledge of Property & Casualty insurance industry products, services, and processes to include P&C insurance policy contracts and coverages and the claim handling process and procedures. 
• Ability to maintain discretion in business relationships and exercise sound business judgement 
• Supports workload surges and/or Catastrophe operations as needed. 

MINIMUM REQUIREMENTS 

• High School Diploma or GED 
• 5+ years of auto casualty adjusting experience 
• 3+ years of bodily injury claims adjusting (non repd & attny repd- moderate/severe)
• Medicare/Medicaid experience
• Acquisition and maintenance of insurance adjuster license 
• Working knowledge and understanding of the auto claims contract as well as application of case law, state laws and regulations. 
• Computer literate in a Windows operating environment. 
• Strong customer service, phone, written communication & organizational skills. 
• Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization. 
• Must be accurate and detail oriented. 
• Ability to learn new technologies. 
• Ability to work independantly
• Working knowledge of Microsoft Office applications, such as Outlook, Excel, Word and Teams. 

PREFERRED REQUIREMENTS 

• Bachelor’s degree 
• Insurance designation 
• 5+ years of claims adjusting 
• Guidewire Claim System expereince
• Fluent in English and Spanish: speak, read and write 

BENEFITS
Eligibility to participate in Comprehensive Benefits Package: Medical, Dental and Vision, Paid Time Off and Paid Holidays, in accordance with Company policy. 

Job Type: Full-time

Pay: $56,160 – $83,200 ($27.00 - $40.00 per hour)

Location: West Virginia

Job Description:

Pacific Life is investing in bright agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Group Underwriter to join our Workforce Benefits team. This role can be 100% remote.

You will report to the AVP of Underwriting and work closely with the products and actuarial teams.  You will play an important role in the start-up and long-term success of this business by helping to define the structure and operating model of the underwriting organization. 

How you will make an impact:

• Evaluate and select risk to ensure the profitable acquisition of new business and the continued profitable retention of in-force business.

• Strong ability to partner with our Distribution sales team, brokers and all internal partners.

• Consult with our distribution partners to provide the products and plan options that meets the needs of our clients.

• Adhere to underwriting procedures and guidelines, while developing strong sales Rep and producer relationships.

• Exhibit strong product knowledge (dental, vision, life, disability and supplemental health).

• Strong understanding of the sales, implementation and enrollment process and market trends.

• Conduct high quality risk assessments across all case sizes to ensure business guidelines, target profit and metrics are met.

• Possess the technical expertise to Identify and analyze risk trends and provide recommendations to address.

• Collaboration with product development, actuarial/pricing and sales distribution.

• Assist with training, technical development and mentoring.

• Understand the business drivers and foster a digital-first philosophy.

The experience you will bring:

• Bachelor’s degree and 3-5 years in the group benefits underwriting field

• Comfortable learning and adopting new technologies

• Demonstrates consistent proficiency at the Underwriter level

• Strong problem solving and critical thinking/analytical reasoning skills

• Strong communication skills, both verbal and written

• Strong organizational skills and ability to handle multiple priorities

• Experience underwriting our core products, group life, short and long term disability, dental, vision, and supplemental health products such as critical illness, hospital indemnity and accident is strongly preferred.

#LI-CB1

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

At Pitney Bowes, we do the right thing, the right way.  As a member of our team, you can too.

We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate.

We actively look for prospects who:
•    Are passionate about client success.
•    Enjoy collaborating with others.
•    Strive to exceed expectations.
•    Move boldly in the quest for superior and best in market solutions.

Job Description:

We are seeking a detail-oriented and driven individual to join our team as a Senior Accountant. This role is integral to our financial operations, requiring a thorough understanding of all aspects of accounting, including the monthly general ledger close process. The successful candidate will be responsible for preparing and reviewing various journal entries, balance sheet account reconciliations, and preparing regular and ad-hoc reports. The ideal candidate will have mastered all accounting functions, motivated to ensure their work is completed efficiently and on time with 100% accuracy, and have a growth mindset.

We will:

• Provide the opportunity to grow and develop your career
• Offer an inclusive environment that encourages diverse perspectives and ideas
• Deliver challenging and unique opportunities to contribute to the success of a transforming organization
• Offer comprehensive benefits globally (PB Live Well)

Pitney Bowes is an Equal Employment Opportunity/Affirmative Action Employer that values diversity and inclusiveness in the workplace.

Women/Men/Veterans/Individuals with Disabilities/LGBTQ+ are encouraged to apply.

All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link.  

Job Description:

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.

For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities.  As we continue to grow and become a national brand in consumer financing, we hope you’ll consider us for future career opportunities.

If you are looking to make a meaningful impact in people’s lives by bringing a personal touch to finances, join our team today!

Job Purpose

The District Supervisor is the multi-unit manager on the front lines of our business. The position reports to the State Vice President Operations with a portfolio of six to ten branch Managers under direct supervision. Supervisors work closely with the Branch Managers to achieve district goals, including sales and profit objectives, client service, compliance, human capital investment and retention, and workforce excellence.

Duties and Responsibilities

• Enhances branch profitability, control and growth through effective leadership.

• Works with executive leadership to formulate and execute strategic plans.

• Assesses branch needs, market conditions, and competitive landscape.

• Identifies strategies to maximize sales and profits.

• Critically analyzes data and translates that into a plan of action.

• Challenges and motivates Team Members in an atmosphere of mutual respect, while establishing expectations, setting standards and providing timely, effective feedback.

• Communicates to Team Members company, district and branch initiatives.

• Directs Branch Managers and personnel in setting and accomplishing collection goals and monitors to ensure all personnel are following both the letter and the spirit of the FDCPA (Fair Debt Collection Practices Act).

• Trains Branch Managers and personnel and monitors strict compliance with UDAAP (Unfair or Deceptive Acts or Practices).

• Audits branch compliance with all company policies and procedures as well as state and federal guidelines, laws and practices.

• Directly selects, trains, and manages performance of branch managers.

• Provides highly visible and active guidance to all Team Members in the district.

• Provides a positive, performance-driven work environment wherein the Team Members are valued and their professional development is a priority.

• Develops and mentors Team Members, while creating succession plans for the district.

• Builds a culture of inclusiveness and fairness.

• Completes district administrative activities such as weekly reports.

• Counsels and provide guidance to branch managers to achieve operational objectives, including communication of appropriate company policies and procedures.

• Fosters an environment of high levels of integrity and ethics are standard.

• Leads by continually modelling ethical business practices.

Minimum Qualifications

• High School Diploma or Equivalent

• Minimum of 7 years’ experience in consumer finance industry.

• Valid Driver’s License and access to a dependable automobile with liability insurance coverage.

• Must pass drug screen, criminal and credit background checks.

Preferred Qualifications

• Bachelor’s degree from accredited institution.

• Willingness to relocate for career advancement.

Critical Competencies

• Excellent knowledge of consumer finance industry.

• Leadership qualities.

• Passionate about excellence.

• Above average communications skills.

• Customer service oriented with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.

• Calm under pressure.

• Proven ability to multi-task and organize effectively.

• High degree of integrity.

• Sales mentality.

Working Conditions

• This position primarily works in different on-site Branch offices and spends approximately 25% of the time driving to locations.

• High degree of self-confidence.

• Interpersonal assertiveness.

If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf

Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional’s policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

Divisional Vice President- NY, CT, RI, VT, MA, NH, ME

Sell Corebridge Financial Annuity products through the Primerica Channel.  Working from a home-based office and covering a multi-state territory, must travel to the offices in said territory in a pre-designated loop format to conduct office presentations, and one-on-one meetings with registered and insurance licensed representatives . Includes traveling to and participating in (participation would be defined as, but not limited to: relationship building and firm or product presentations) firm sponsored or broker/dealer sponsored due diligence meetings, and training meetings/sessions. Will provide public seminars for investors and sell Corebridge Financial Annuity products through Primerica.

Organization Structure

The position reports directly to the Vice President, Divisional Sales Manager and sells to an assigned territory in the Primerica channel

Performance Objectives

• Maximize territory performance and increase sales
• Develop and implement a strategic territorial plan
•  Become a recognized product line and industry expert
• Establish a professional selling process
• Develop deep on-going relationships with each account
• Develop solid relationship with internal wholesaling partner.
• Hit assigned sales goals, perform administrative tasks (activity log, reports, expense submission), within required timeframes.

The Ideal Candidate Should Have:

• Professional/Technical training or knowledge: Must have a proven aptitude in financial services or have related experience.
• Requires 3+ years of successful outside sales experience managing a territory and meeting minimum sales quotas with little or no supervision. Candidate must be an adept public speaker.
• License required: You must have a Series 6 or 7 and 63 license in good standing.
• BA/BS or equivalent work experience.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Vice President of Cybersecurity is responsible for establishing and maintaining a robust cybersecurity program and safeguarding the integrity of our credit union’s operations, member data, and financial assets. This role involves developing and implementing strategic initiatives to safeguard the credit union's digital assets, sensitive information, and critical systems. The Vice President of Cybersecurity will collaborate with executive leadership, IT teams, and other stakeholders to ensure the confidentiality, integrity, and availability of data and information.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Profound understanding of cybersecurity frameworks, principles, technologies, and emerging threats to effectively safeguard Wellby’s information assets.

• Proficiency in risk assessment and management. This involves identifying, evaluating, quantifying, and prioritizing potential risks to make informed decisions on security measures.

• Stay abreast of relevant laws and regulations pertaining to data security and privacy. Ensuring compliance helps protect the organization from legal consequences and reputational damage.

• Be a champion of security awareness, promoting a culture of cybersecurity throughout the organization by educating team members about potential threats and best practices.

• Develop organization-wide cybersecurity communications, including to senior leaders. Create appropriate awareness of relevant threats, best practices and roadmap to mitigate these risks.

• Lead incident responses with appropriate executive communication, peer collaboration, and transparency for the best possible outcome.

• Manage the Identity Access Management platform to ensure policy and procedures are followed.

• Ensure cybersecurity leadership team is appropriately apprised of trends, new risks, and strategies.

• Lead security operations to ensure near real-time and zero-day threats are handled efficiently.

• Leads, establishes, and maintains a comprehensive technology resiliency program to provide business continuity during crisis and catastrophic failures.

• Develop and execute a comprehensive cybersecurity strategy aligned with the credit union's business objectives.

• Identify, assess, and prioritize cybersecurity risks to the credit union's operations and member data.

• Implement risk mitigation strategies and controls to minimize exposure to cyber threats.

• Develop and maintain an effective incident response plan, coordinating with internal and external stakeholders.

• Lead incident response efforts in the event of a cybersecurity incident, ensuring timely resolution and communication.

• Oversee the design and implementation of a robust security stack, which encompasses networks, systems, applications, and data.

• Stay abreast of emerging cybersecurity technologies and trends, evaluating their relevance to the credit union's security posture.

• Ensure compliance with relevant cybersecurity regulations, standards, and best practices.

• Collaborate with legal and compliance teams to address cybersecurity-related regulatory requirements.

• Conduct regular cybersecurity awareness campaigns to educate credit union members about safe online practices.

• Facilitates and manages the development, modification, and operation of security protocols including intrusion detection and prevention systems to protect information from breach or loss.

• Conducts periodic audits and due diligence checks of security protocols, evaluating systems for vulnerabilities.

• Recommends modifications to security protocols as required.

• Periodically briefs senior management on status of security system and protocols.

• Reviews reports of, and evaluates response to, any security incidents.

• Ensures that monitoring operations comply with all applicable government regulations and standards.

• Maintains current knowledge of emerging security threats, technical challenges, and developments.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of emerging security threats, technical challenges, and developments in system protection and IT security standards.

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.

• Knowledge  of the of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) functions

• Knowledge of network design, architectures, protocols, standards, and technologies, such as LAN, WAN, VPN, SDN, cloud computing, wireless networking, etc.

• Knowledge of cyber security frameworks (including NIST 800-53), tools, techniques, and best practices.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Ability to stay up to date with relevant laws and regulations pertaining to data security and privacy.

• Ability to align cybersecurity initiatives with overall business objectives, foresee evolving threats, and develop a proactive cybersecurity strategy.

• Ability to respond quickly and effectively to security incidents.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member has supervisory responsibilities

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Chief Technology Officer

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 

• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor's degree in Information Technology, Computer Science, or related field required.

• Minimum ten (10) years of information systems and technology experience. One year of relevant work experience may be substituted for one year of required education.

• Minimum five (5) years of experience in cyber security, with proven expertise in risk assessment, threat intelligence, incident response, and compliance.

• Minimum five (5) years of progressively responsible experience in information technology leadership roles.

• Strong understanding of financial services regulations and compliance requirements.

• Proven track record of developing and implementing successful cybersecurity programs.

• Excellent communication and interpersonal skills for effective collaboration with internal and external stakeholders.

• Professional certifications such as CISA, CISSP, CISM, or equivalent preferred.

• Bondable

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.