Actuary
USAA Job In Colorado Springs, CO Or Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated credentialed Actuary on the Forecasting Team, you will provide accurate and insightful projections for forecast processes and communicate results to key business partners at all levels to drive key strategic decisioning conversations. You will also provide mentorship and guidance to more junior team members to foster a culture of learning and development.
Additional responsibilities may include leveraging advanced knowledge in pricing to lead and complete broad, complex unstructured projects with countrywide product-level impact.
This position can work remotely in the continental U.S. with occasional business travel.
What you'll do:
Apply advanced actuarial knowledge to complete broad and complex projects (e.g., evaluates and selects methodology to price new discount/endorsement for countrywide rollout; develops alternative methodologies to comply with complex regulatory requirements; selects metrics and designs processes to monitor model performance; translates business problems into technical requirements and performs required analysis to develop solutions; independently runs catastrophe models and interprets and communicates results to support critical business activities, while enhancing the control environment as needed.
Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product.
Lead special actuarial projects, such as the development of new methodologies or reporting tools.
Train new team members on the theory and mechanics of relevant actuarial methodologies.
Apply deep understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems.
Identify and anticipates compliance gaps and process improvements; recommends and develops solutions to mitigate risk.
Represents Actuary in cross-functional efforts.
Develop written communication and presentations that effectively convey data-driven solutions to broad audiences, including cross-functional executive leadership.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of Actuarial or analytical business experience.
Associate of the Casualty Actuarial Society (ACAS) Credential.
Demonstrated advanced skills with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Demonstrated experience communicating complex solutions and analysis to both technical and nontechnical audiences, including executive leadership.
What sets you apart:
A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through project leadership and oversight related to this work
Strong Actuarial pricing expertise with experience in using a variety of pricing methodologies and models
Experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership
Experience working on multiple projects, managing competing priorities, and prioritizing workflow through strong partnerships with multiple business partners
Demonstrable problem-solving, critical thinking, and analytic skills
Ability to improve existing processes and create new, repeatable workflows to enhance team productivity
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Portfolio Manager Lead - Property and Casualty
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
**For related project experience to be considered, please include a project list of all program/project management experience. The project list should include project summary, role, and project timeframe/percentage of time dedicated to the project (i.e. November 2020 - October 2021, 50% of time). Failure to provide this documentation may result in disqualification. **
The P&C Results Delivery Office is seeking a Lead Portfolio Manager to join our dynamic team, where our vision is to be the catalyst for transformative change, translating strategy into demonstratable results. We strive to create a flexible framework to see ourselves clearly, plan with a purpose, and create the environment for P&C to deliver amazing capabilities. As a Lead within the P&C Portfolio Management Office, you will have opportunity to directly support the creation, delivery, and management of our BTB plan by leveraging your financial, risk, and portfolio acumen to deliver compelling insights and recommendations to a spectrum of partners, leaders, and executive stakeholders.
As a dedicated Portfolio Manager, Lead you will be responsible for governing CoSA, LOB, or USAA level portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. Partners with Executive Sponsors, Program Sponsors, business owners and additional stakeholders to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. Supports broader USAA portfolio management, supports technology investment planning, and coordinates with Program Managers on budget inputs and updates. Communicates impact of saturation on employees and influences executive decision making
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Monitors, governs and is accountable for moderate to highly complex CoSA, LOB, or USAA level portfolios.
Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
Monitors and adjusts the inventory of work efforts in a moderate to highly complex portfolio on an ongoing basis, to resolve and disseminate information to stakeholders.
Identifies, recommends solutions, and escalates systemic cross-work risks / issues to portfolio scope, timeline, and budget and interdependency conflicts for project deliverables and informs portfolio team and key stakeholders as needed.
Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed.
Ensures effective financial and resource management of overall portfolio, assisting in managing portfolio expenses to achieve business value.
Monitors for stale work efforts and need for resolution, including termination of proposal if applicable.
Facilitate Key Performance Indicators (KPIs) / metrics, standards, reporting mechanisms and decision-making forums.
Develops and executes portfolio planning and influences prioritization and sequencing of work efforts in partnership with Enterprise Integrated Planning (EIP) and their respective PMO, as applicable.
Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
Reviews and resolves risk and issue escalations for portfolio, identifies need for escalations.
Communicates portfolio statuses and changes regularly with Executive Sponsors, Program Sponsors, business owners, and additional stakeholders as required.
Establishes and manages the portfolio critical path by mapping out and managing work effort scheduling and interdependencies based on constraints and risks.
Reviews health and performance of portfolio regularly and identifies performance improvement opportunities providing updates to support teams and leaders.
Adheres to company and regulatory policies and procedures and EPMO processes, procedures, controls, standards, tools, and templates (as required).
Leverages existing change management routines as needed.
Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years of experience without Bachelor's Degree)
8 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
2 years of experience supporting, managing, or leading across complex organizational lines in a matrix structure.
Advanced understanding and demonstrated application of project, program and portfolio management and principles.
Highly proficient in the full life cycle experience managing strategic and operational work efforts.
Demonstrated experience using Waterfall or Agile methodologies to execute on portfolio management strategies and delivering complex work efforts.
Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.
Proficient experience in USAA's change management methodology or similar industry change management methodology.
What sets you apart:
NOTE: A program/project list demonstrating years of relevant experience is required. The list should include project summary, your role / responsibilities, and project timeframe. The following types of experiences will be considered as relevant program/project management:
Financial forecasting
Project Management (Agile / Waterfall / Hybrid)
Program management
Portfolio management
Failure to provide this documentation may result in disqualification.
Prior P&C experience.
Strategy experience including leveraging strategy to drive prioritization and translating strategy to execution.
Expert financial acumen, including integrated planning and I/T financial forecasting, benefits monitoring, and analysis of financial performance indicators.
Strong executive level presence including demonstrated success in developing and presenting influential content to a wide range of audiences
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Merrill Market Client Relationship Manager
Washington, DC Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME).The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Job Band:
H4
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
8000
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842)
Pay and benefits information
Pay range
$115,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Merrill Financial Solutions Advisor - Washington DC Market
Washington, DC Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priorityâ„¢ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
The Advisor Development Program (ADP) Journey:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
We'll help you:
Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through clientreviews/presentationswith confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priorityâ„¢ solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to:
A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars.
We're a culture that:
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum ofone yearexperience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses
Skills:
Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Pay Transparency details
US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842)
Pay and benefits information
Pay range
$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Market Leader - Advisor Development Program
Virginia Beach, VA Job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
As a Market Leader for the Advisor Development Program (ADP), you will:
Provide regulatory supervision and oversight to advisors
Ensure ADP participants are meeting and achieving hurdles
In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
Personal involvement with ADP participants who require heightened support to achieve success
Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
Lead pipeline management routines with teams and coach on pipeline execution
Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
Accountable to support market results, while maintaining strict consistency with national programs
Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.
Sales Force Expansion: Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.
Sales Supervision: Administer superior sales supervision/practices in the market.
Responsibilities:
Ability to attract, recruit and retain an effective sales and operations team.
Must demonstrate excellent communication skills.
Strong relationship building and business partnering skills.
Ability to interact effectively with senior management.
Ability to work effectively across organizational boundaries.
Strong influencing and leadership skills.
Self-motivated and proactive, with the ability to balance multiple priorities.
Ability to balance business and corporate perspectives.
Sound business judgment and acumen.
Proven track record of coaching and improving performance in others
Proven ability to drive integration across solutions and drive results through superior delivery andsales management
Proactively builds trusted relationships with key partners/clients
Ability to be a change agent and work in a fast paced environment
Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
3+ years industry experience with a leading firm
5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4, 24, 53 combination).If Series 9 & 10 not currently held, must be obtained within 120 days.
Travel required: Will vary depending on geography
Job Band:
H4
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
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Talent Assessments Advisor Lead
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you passionate about unlocking human potential and shaping the future of talent? Shape the future of talent at USAA! We're hiring a Talent Assessment Advisor Lead (director level individual contributor) to enable data-driven talent decisions. This role will primarily focus on building, deploying, and fully leveraging executive assessments and assessments for high potential talent. If you're an assessment expert with a passion for unlocking potential, apply now!
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Charlotte, NC, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA, or Tampa, FL.
Relocation assistance is available for this position.
What you'll do:
Designs and implements a variety of assessment programs, including but not limited to personality assessments, cognitive ability tests, situational judgment tests, 360-degree feedback processes, and behavioral interviews, for both pre-hire and current employees. This includes selecting appropriate assessment tools, adapting existing tools to meet specific organizational needs, and ensuring the validity and reliability of assessment solutions and effectiveness.
Conducts thorough analysis of assessment data from all sources (pre-hire and leadership development), identifying key strengths and development areas. Translates complex data into clear, actionable insights for both individual leaders and senior leadership.
Regularly evaluates the effectiveness of assessment programs, ensuring they meet organizational needs and produce valuable outcomes. Identifies areas for improvement and make recommendations for optimization.
Stays up to date on the latest assessment technologies, methodologies and leading practices.
Collaborates closely with senior executive leadership, SR HRBPs, talent acquisition, military talent program leadership, and other key stakeholders to integrate assessment results into broader talent management practices. Provides consulting services to leaders and managers on talent identification, development, and selection.
Manages vendor relationships and partners with USAA procurement to ensure optimal outcomes.
Ensure all assessment activities are conducted in accordance with relevant ethical, legal and regulatory requirements (including but not limited to ADA, Title VII, and other applicable laws), maintaining the defined confidentiality and security of participant data.
Leads complex Talent Management projects from strategy through implementation, adoption and stabilization.
Consults with senior business leaders to deeply understand the business and develops and implement talent programs and solutions to address their biggest needs.
Develops and delivers data-driven insights and materials to support talent practices and talent deliverables.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in psychology, with a concentration or emphasis in I/O psychology, or a closely related field; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years in psychology field with extensive experience designing, implementing, and interpreting assessments, with demonstrable experience in pre-hire assessments OR advanced degree (e.g., Master's, PhD in I/O psychology) and 6 years designing, implementing, and interpreting assessments, with demonstrable experience in pre-hire assessments
Strong understanding of various assessment methodologies and tools (e.g., personality, cognitive ability, behavioral event interviews, 360-degree feedback)
Proven ability to analyze data, interpret results, and translate complex information into actionable recommendations
Excellent written and verbal communication skills; experience presenting to senior leadership
Experience with talent management software and assessment platforms
Stays attuned to advancement in research and practice and applies those insights to work
Demonstrates a structured approach to problem solving while balancing competing priorities
What sets you apart:
Experience designing, managing, and briefing executive assessments and assessments for high potential talent
Experience with succession management and talent pipeline management
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Global Economic Sanctions Executive
Washington, DC Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
The Global Financial Crime ("GFC") Executive I contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR") Officers of the Front Line Units ("FLU") and Control Functions ("CF") for the company and to the leaders of the FLUs and CFs directly.
Global Economic Sanctions (GES) Program Manager contributes to the direction and drives the development of the enterprise-wide economic sanctions program consistent with applicable laws, rules, regulations, and regulatory guidance. The GES Program Manager serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR") Officers of the Front Line Units ("FLU") and Control Functions ("CF") for the company and to the leaders of the FLUs and CFs directly.
Responsibilities:
* Directs and oversees the identification, mitigation, and reporting of risks related to financial crimes, to include risks of non-compliance with laws, rules, and regulations and the operational risks associated with people, processes, systems, and external events
* Provides insight into the identification, aggregation, reporting, remediation and thematic analysis of front line unit/control function-owned issues and control enhancements related to financial crimes processes
* Escalates and provide guidance into financial crimes risks through the appropriate governance routines, including management/board level committees
* Monitors the external environment for regulatory change and provide updates to policies, processes, procedures, and internal controls
* Directs and oversees the development and maintenance of a global coverage plan that defines the scope and risk-based focus of global financial crimes risk management activities
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Breaks down barriers to create a more inclusive environment that supports company D&I goals
* Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
* Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
* Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
* Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
* Efficiently allocates and manages resources across the organization to drive short and long term profitability
* Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
* Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage
Required Qualifications:
* 8+ years of executive level experience in AML/Sanctions compliance or equivalent
* Experience with U.S., and ideally also with international, sanctions interpretation, due diligence, alert review, issue management, and regulatory engagement
* Executive level and Board level communication experience
* Experience interacting and problem solving effectively with business executives, counsel, and industry groups
* Experience leading teams and initiatives
Skills:
* Regulatory Compliance
* External Resource Management
* Strategy Planning and Development
* Change Management
* Decision Making
* Issue Management
* Policies, Procedures, and Guidelines Management
* Talent Development
* Risk Management
* Written Communications
* Fraud Management
* Investigation Management
* Coaching
* Inclusive Leadership
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842)
Pay and benefits information
Pay range
$190,000.00 - $325,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Account Manager - Commercial General Industry/Technology
Alexandria, VA Job
Account Manager - OA09HN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Work Arrangements: This role will have a Hybrid work arrangement, with the expectation of working in an office (Glen Allen, VA, Alexandria, VA) 3 days a week (Tuesday through Thursday).
Supports Commercial Underwriting in the sales acquisition process. Provides support for new business and renewal policy account coordination, review, essential services, rating, prepare work orders for quoting and issuance of middle market business. Serves as the point of contact for agents in handling inquiries and requests. Communicates with customers to request needed information and resolves problems.
Job Duties/Accountabilities
Sales Support: Responsible for supporting the Underwriter in the sales acquisition process through a variety of services that may include account coordination, new business and renewal policy essential services, report ordering, preliminary classification of new business, and data collection. Responsible for reviewing, preparing work orders for rating and issuing policies. Applies screening criteria in accordance with guidelines. Communicates with customers to obtain needed and required underwriting information and resolves problems. Supports sales efforts and strategies.
Workload/Desk Management: Responsible for handling high volumes of transactions. Effectively balance quality, and timeliness while working alongside the Underwriter to Manage a Book of Business. Multi-task, prioritize and manage daily work activities. Organizes work, based on AM/UW Huddles, recognition of Top Agents, and territorial differences, so that others can easily determine what needs to be done and effectively continue the work and respond to customers as needed. Maintains an effective pending/diary/follow-up system.
Required Competencies:
Understands and Supports Organizational Vision and Strategy and Embraces Change
* Stays current on issues potentially impacting his/her work, including industry and marketplace trends, strategic direction of the organization, organizational structure and leadership, team goals, internal initiatives, etc.
* Understands and aligns own work plans, activities and decisions to help fulfill all commitments within established timeframes
Works Effectively - Is Autonomous and Thinks Critically
* Manages own time and workload efficiently: balances multiple priorities to fulfill all commitments within established timeframes
* Identifies the benefits and opportunities of change and quickly alters approaches to implement and support change efforts
* Modifies own work activities and methods to eliminate waste and inefficiency
* Attends Regional Office Meetings to understand priorities of the Office and works hand in hand with the Underwriter to achieve Regional Office Goals
Pursues Self Development
* Constantly seeks opportunities to learn and acquire new skills
* Strives to learn and understand dynamics of the territory, Book of Business
Knowledge Building effective relationships and partnerships
* Words and actions are consistent; demonstrates company core values and principles
* Is open and honest in all dealings internally and externally; treats others with fairness and respect
* Seeks to resolve conflicts in a productive manner without assigning blame or claiming credit
Builds effective relationships with Agents Values Customers
* Acts with appropriate urgency when responding to customer inquiries or requests
* Sets high standards and continually evaluates self against performance targets
* Demonstrates professionalism and establishes credibility and rapport in all customer interactions
* Serves as the Single Point of Contact for agents on service related/problem resolution
Demonstrates Effective Communication Skills
* Listens carefully and asks probing questions to understand others' needs or perspectives (peers, business partners and customers)
* Speaks clearly and concisely to effectively convey information or express opinions; clearly explains complex or technical information in a way that is helpful to listeners
* Quickly comprehends written information and writes effective letters, emails, reports, etc.
* Keep others informed so there are no unnecessary "surprises"
Qualifications
Account Manager
* Prior Commercial Market Insurance Industry experience as an Account Manager, Underwriting Assistant, Rater or equivalent at an insurance carrier/agency required
* Knowledge of the following primary insurance coverage's: Workers Compensation, Auto, General Liability, Property required
* Functional knowledge of Commercial Lines rating experience
* Strong Customer Service and Relationship Building skills
* Effective Communication Skills / Written and Verbal
* Good automation skills and strong technical ability
* Professional Demeanor
* Proficiency in Microsoft Word, Excel, and Power Point Software
* Works Autonomously
* Ability to shift work efforts quickly and make decisions in a fast past environment
For full-time, occasional, part-time or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wifi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 75MB download/10MB upload will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$59,200 - $88,800
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Part Time Associate Banker Greater Virginia (20 Hours)
Fairfax, VA Job
JobID: 210630195 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Liquidity Strategy Analyst Senior - Data Quality Control
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The dedicated Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies and ensures compliant collateral management (secured borrowing) programs across USAA's diverse businesses utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, data quality, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the following locations: San Antonio TX, Plano TX or Charlotte NC
Relocation assistance is not available for this position.
What you'll do:
Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis.
Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
Independently assesses and communicates complex regulatory liquidity rules.
Responsible for efficient deployment of capital and liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives.
Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
Advises key stakeholders on liquidity management issues according to industry best practices.
Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
Subject matter expert knowledge of Microsoft Office products including Excel.
Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
Ability to effectively work with both internal and external partners.
What sets you apart:
Proven experience in data analysis, including proficiency in SQL or other coding languages.
Experience with retail banking products, services, and operations.
Experience in developing and implementing data quality control processes.
Experience with secured borrowing programs.
Experience in Liquidity Management within the financial services industry
Chartered Financial Analyst (CFA) Designation
Master's degree in business, Finance, Mathematics, or other related field
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Fraud Strategy and Analytics Analyst II (Entry / Intermediate Level)
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Fraud Strategy & Analytics Analyst II, you will provide decision support for business areas across the enterprise. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and inspire change. The essence of work performed by the Fraud Strategy & Analytics Analyst II involves gathering, manipulating, and synthesizing data (e.g., attributes, transactions, behaviors, etc.), models and other relevant information to draw conclusions and make recommendations resulting in implementable strategies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Individual contributor in a specialized team within Financial Crimes.
Leverages understanding within Financial Crimes space and is able to solution independently while still aligning strategic business direction.
Able to assist with analyses or business strategy using innovative/quantitative analytical approaches.
Has domain knowledge of Financial Crimes and can utilize that background for rule development.
Demonstrates intermediate business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies.
Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy.
Applies scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change.
Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts.
Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences.
Supports identifying and gathering the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA).
Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
Adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions.
Delivers analysis/findings in a manner that conveys understanding, influences up to mid-level management, garners support for recommendations, drives business decisions, and influences business strategy.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative discipline; OR 4 years of related experience in statistics, mathematics, or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e., P&C, Bank, Finance)
OR
Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative discipline.
Demonstrates intermediate knowledge of mathematical and statistical techniques and approaches used to drive fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
What sets you apart:
2+ years directly working on a fraud analytics team with responsibility for fraud losses.
Knowledge in at least one product area with first-hand experience building strategies to prevent fraud within that product utilizing the supporting tools.
Experienced in multiple coding languages i.e.: SQL/ SAS/ Python and versed in the use of visualization tools i.e.: Tableau.
Problem solver whose developed strategies and rules independently solving unique fraud attacks in inventive ways.
Experience developing fraud related reporting and can interpret existing reports to maintain fraud losses and identify variance from historical norms to target on-going or future attacks.
Bachelor's or Master's in a quantitative discipline.
Strong analytical and critical thinking skills and a basic understanding of statistics.
Strong communication skills, attention to detail and passion for excellence.
US military experience through military service or a military spouse/domestic partner.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $77,120 - $147,390.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Centralized Merchant Consultant
Richmond, VA Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing payment processing solutions to small business clients in a phone-based environment primarily through referrals from an assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and providing solutions to meet their business needs. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.
Responsibilities:
* Leverages consultative sales processes to provide merchant payment solutions for small business clients via channels such as Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls
* Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations
* Adheres to schedule managed by the workforce management team to ensure adequate phone coverage in contact center environment
* Collaborates with internal partners and clients to determine payment processing needs and acts as a champion for clients by connecting expertise across the company to help achieve their goals
* Identifies opportunities proactively and develops a pipeline for sales opportunities through inbound and self-scheduled outbound calling activities
* Determines prospect external sources such as association relationships, centers of influence, and vendor relationships among others and may be required to attend trade shows as assigned
* Adapts to an ever changing payment processing environment, maintains accurate records, and adheres to Service Level Agreements
Skills:
* Client Experience Branding
* Client Solutions Advisory
* Customer and Client Focus
* Payment Processing
* Pipeline Management
* Consulting
* Credit Documentation Requirements
* Oral Communications
* Referral Management
* Written Communications
* Financial Analysis
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Prospecting
Required Qualifications:
* Customer focus
* Relationship building
* Oral and written communication
* Time management
* Consultative sales
* Pipeline management
* Problem solving
* Teamwork
* Presentation skills
* Telephone sales
* Referral sales
* 2 to 4+ years of sales experience
* Technical expertise
* Highly motivated to succeed in a performance driven environment
* Available to work 12PM - 9PM Monday - Friday
Desired Qualifications:
* Business Acumen: Industry knowledge in healthcare, retail, restaurant, business to business and ISV
* Merchant products and solutions
* Multi-lingual ability is a plus
* Bilingual in Spanish preferred
* Learning agility
* CRM (Client Relationship Management System)
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Talent Acquisition Partner (Mid-Level) - High Volume Recruiting
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a collaborative and results-oriented Talent Acquisition Partner (Mid-Level) on our High Volume Recruiting Team, you will play a vital role in sourcing exceptional talent to meet USAA's dynamic hiring demands. You will foster strong partnerships with hiring leaders, diverse candidate pools, peer partners, and third-party vendors, working collaboratively to understand hiring needs and develop effective solutions. Leveraging your expertise, you will develop and recommend innovative recruiting strategies, proactively identifying and engaging top talent to create a diverse and robust pipeline for current and future open positions. You will also utilize your analytical skills to assess market trends and identify proactive sourcing strategies that enable us to fill open positions quickly and effectively.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Plano, TX, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
Performs full life cycle recruiting utilizing various recruitment methods.
Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal guidance.
Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and ensures compliance with all Federal, State and Regulatory requirements.
Leveraging defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
Keeps candidates continually informed with high-touch communication throughout the entire hiring process
Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
Forecasts and leads talent pool size to fulfill workforce plans and hiring objectives.
Collaborates with hiring managers and/or coworkers through the recruiting processes to ensure compliance within external and internal regulatory agencies.
Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
Serves as a resource to team members.
Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
Demonstrates understanding of recruiting methods and standard processes.
Knowledge of applicable policies and federal, state, and local employment laws and regulations.
Demonstrates knowledge and application of effective screening and interviewing techniques.
Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
Proven success in high-volume recruiting, specifically for insurance and/or sales roles.
Demonstrated experience in corporate in-house recruiting environments.
Hands-on experience with Workday Applicant Tracking System (ATS).
Proficient in utilizing diverse sourcing methods, including online job boards, social media platforms, professional networking, and employee referral programs.
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Manual Ethical Hacker
Washington, DC Job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications
* Provide clear and practical advice regarding managed risks
* Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
* Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
* SQL injection/XSS attack without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with SAST tools to identify vulnerabilities
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques
* Solid programming/debugging skills
* Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
* Threat Analysis
* Innovative Thinking
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
* Strong programming/scripting skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
Pay and benefits information
Pay range
$117,000.00 - $147,200.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
New Business Ventures Principal - Alternative Capital Solutions
Remote USAA Job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction.
This position can work remotely in the continental U.S. with business travel.
Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business.
Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts.
Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities.
Responsible for establishing new partnerships, execution of strategic relationships, and delivery of member and economic value.
Partners closely with M&A deal captains from pipeline to due diligence to deal close. Participates in deal confirmatory and operational diligence; provides programmatic leadership for key deals.
Leads M&A integration strategy, planning, execution, and value realization/recognition.
Develops overall integration plans and milestones. Partners with executives and functional champions to drive financial, marketing, product, and HR workstreams. Drives day-to-day execution of the integration process.
Develops methods and tools to successfully execute all phases and aspects of M&A integration.
Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders.
Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities.
Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success.
Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment.
Strong understanding of corporate business development, market expansions and acquisitions, and ability to align business needs and values to prioritize business development targets for establishing new partnerships.
Deep knowledge of contractual requirements related to mergers, acquisitions, divestitures, joint ventures, minority investments, and strategic partnerships including but not limited to legal, regulatory, and compliance obligations and the end-to-end process.
Strong quantitative and analytical skills; fluency in performing rigorous financial and valuation analyses and familiarity with both accounting and operating metrics.
Proven experience screening and analyzing potential opportunities for strategic fit and conducting business due diligence.
Demonstrated ability to think strategically to build strategies, leverage and influence leadership and cross functional teams to execute major initiatives.
Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization.
Experience leading large scope projects that span across multiple business units.
Excellent verbal and written communication skills.
What sets you apart:
Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred).
Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions.
15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies.
What we offer:Compensation:
The salary range for this position is: $164,780 - $314,960.
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.
Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President
Washington, DC Job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
**Job Responsibilities**
+ Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
+ Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
+ Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
+ Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
+ Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
+ Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
**Required Qualifications, Capabilities and Skills**
+ 5 plus years' direct lending or credit support related experience, with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Knowledge of the local market
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
+ Sales management and business development skills
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree and formal credit training preferred
+ Excellent verbal, written and listening communication skills
+ Strong creative solution and problem solving abilities
+ Proficiency in building and maintaining positive client relationships
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $128,250.00 - $225,000.00 / year
Event Incident Management
Richmond, VA Job
About us:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Overview:
Event Incident Management (EIM) is responsible for providing 24X7 end to end detailed monitoring and support of all infrastructure and application components critical to the Bank of America Customer Facing Platform Technology (CFPT) CTO. This includes monitoring of the network, databases, middleware, backup, storage, application specific and operating system specific components with the goal of proactively identifying and resolving performance issues prior to interruption of services to the customer.
Proficient to work fairly independently on the most complex projects, and often on multiple phases. Has working knowledge of business or function for which technical support is needed to diagnose or resolve problems. Often responsible for the completion of a phase of a project. Provides guidance and checks the work of less experienced associates. Typically has 5 + years' experience in IT production support or equivalent.
Responsibilities:
Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents
Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed
Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications
Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings
Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes
Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly
Keeps operational procedures updated and provides data that adheres to documentation requirements and audits
Use of monitoring tools to proactively identify and research potential production incidents.
Respond to alerts regarding potential production incidents.
Escalate to advanced support as needed for problem resolution.
Perform trending and analysis using monitoring tools and reports in order to proactively identify and address potential issues prior to production impact.
Perform all environment routing, cycling, and implementation of splash pages.
Partner with Change Operations to support all Change implementations and proactively identify potential issues resulting from the changes.
Identify opportunities for additional monitoring and automation and partner with Monitoring Architecture and Engineering to implement.
Develop procedures for trouble shooting and possible resolution of issues.
Execute procedures reliably and escalate appropriately to solve incidents quickly
Required Skills
2- 5+ years of experience with Incident Management
Proven team player who can work comfortably in a multicultural environment
Proven ability to work independently, multi task and effectively work in a complex environment with a global team structure
Excellent verbal and written communication skills; Strong influencer, facilitator, and collaborator
Must be pro-active, enthusiastic, flexible, results driven with attention to detail
Knowledge of Splunk, Introscope, Sitescope, Tivoli Netcool/WebGUI, Gomez
Experience with Java Virtual Machine, Unix/Linux OS, Windows, MQ, OOS/Webmethods
Experience in a large IT production support environment
Basic understanding/exposure to ITIL/ITSM
Ability to work in non-contiguous shifts including the potential for weekend days
Working knowledge of SPLUNK
Desired Skills
ITIL Foundation/Intermediary certification
Experience in an ITIL based role, such as Service Desk, Incident, Problem or Change Management
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Result Orientation
Solution Delivery Process
Solution Design
Business Acumen
DevOps Practices
Innovative Thinking
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Network Access Management Specialist
Richmond, VA Job
New York, New York;Jersey City, New Jersey; Plano, Texas; Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***********************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.
**Responsibilities:**
+ Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
+ Mentors other team members and provides technical leadership
+ Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
+ Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
+ Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
+ Provides release support when needed and manages engagement across audiences
+ Provides full lifecycle management of the infrastructure and application environments
+ Position Summary
+ The Network Access Management (NAM) role focuses on securing and controlling access to network resources to mitigate security risks and enforces compliance and regulatory requirements. The applicant will collaborate with IT, security, compliance, and business teams to enforce and optimize IAM frameworks, technologies, and best practices.
**Key Responsibilities** :
+ Access Management Support of End User Access Network
+ Cisco Wired/Wireless LAN, Palo Alto CloudGenix (SD-WAN)
+ Provide Privileged Access reports on all Network Services AITs to Senior Leadership as directed upon request
+ Assist in gathering evidence for audit documentation when requested.
+ Review and approve ARM requests as appropriate when they adhere to GIS rules and IAM Standards.
+ Review and approve eligibility rules in the Business Rules Engine (BRE) tool as appropriate in compliance with GIS rules and IAM Standards.
+ Review and approve new entitlements/permissions in the Permission Catalog (PCAT) tool as appropriate in compliance with GIS rules and IAM Standards.
+ Work with automation teams to create automated reporting for Access Reviews (Pilot's License) and automated onboarding of network devices to CyberArk.
+ Work with senior team members to validate impacts and communicate all impacts to internal stakeholders and leadership.
+ Promote and enforce production governance during triage/testing and fix efforts, exercises judgment within defined procedures and practices to determine appropriate action.
+ Adhere to global design authority processes and procedures.
+ Assemble professional documents based on existing templates and ability to provide accurate work descriptions with assumptions, and caveats.
**Required Qualifications**
+ 1-3 years of Networking with Knowledge of LAN, WAN, VPNs, VLANs, firewalls, and load balancers.
+ 1-3 years with Access Control Systems: Experience with IAM (Identity and Access Management) solutions, Active Directory and Cisco ISE.
+ Strong understanding of IAM policies, standards, and best practices.
+ Must have experience of Microsoft Office including creation of pivot tables and VLOOKUP
+ Authentication Protocols: Knowledge of RADIUS, TACACS+, LDAP and SAML.
+ Strong verbal and written communication skills and ability to work with all levels of management.
+ Demonstrates ownership: Is accountable and can hold others accountable (professionally)
+ Experience operating with colleagues across different time zones with a flexible approach to working hours (ability to work varied hours) to successfully interact and communicate on a global level.
**Desired Qualifications**
+ Experience of working within financial services (Insurance, Banking, Investment banking)
+ Experience with JIRA, Confluence, Agile framework & SCRUM ceremonies.
+ Experience with automation tools such as Python, Ansible
+ Experience with other network technologies
+ WAN, MAN, LAN, Optical, Routing, Switching, Proxy/Threat Prevention, DDI, Load Balancing, and AAA
**Skills:**
+ Innovative Thinking
+ Production Support
+ Result Orientation
+ Risk Management
+ Solution Design
+ Adaptability
+ Analytical Thinking
+ Collaboration
+ Influence
+ Solution Delivery Process
+ Architecture
+ Automation
+ DevOps Practices
+ Project Management
+ Stakeholder Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Pay Transparency details**
US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540)
Pay and benefits information
Pay range
$85,000.00 - $153,800.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Auto Appraiser- Remote - Southeast US - Photo / Desk
USAA Job In Tampa, FL Or Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
This role will be serving our members located in the NC, SC, GA and FL areas. You must live in one of these four states to be eligible to apply.
The Opportunity
As a dedicated Auto Appraiser, you will within defined guidelines and framework responsible for the investigation, negotiation, evaluation, and appraisal of vehicle damage claims for both repairable and total loss vehicles to ensure estimate accuracy in compliance with state laws and regulations. Accountable for delivering exceptional member service through setting appropriate expectations, proactive communications, advice, and emotional intelligence.
What you'll do:
With the use of digital tools, evaluate and appraise simple and moderately complex auto physical damage claims in accordance with the terms and conditions of the contract, corporate guidelines, and state laws and regulations.
Investigate claim damages including communicating with the insured, internal claims adjusters, and third parties/vendors. May require face-to-face interactions with members and third parties.
Review facts of loss and vehicle damage to determine if subrogation opportunities exist and ensures all supporting physical damage documentation is in the claim.
Demonstrate intermediate knowledge of P&C insurance industry products, services, contracts, and internal processes/systems/procedures to ensure compliance with laws, regulations, and policy provisions.
Review claims/suppliers for fraud indicators and refers to Special Investigations Unit for handling, if applicable.
Maintain accurate and current claim file documentation throughout the claims process for moderate to complex claims.
Maintain high standards of productivity through effective desk management, timely follow-ups, and accurate mapping of repair plan and timeline for repair in support of fast and accurate claim adjudication.
Responsible for reviewing additional damages received from repair facilities to either complete a supplement or triage to field provider method of inspection.
Proactively provide policyholders with information regarding their coverage, repair estimate or total loss valuation, and claims/repair process, while setting appropriate expectations.
Support 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.
Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensure 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.
1 year of auto appraising experience.
Dynamic knowledge of P&C insurance policy contracts and coverages, auto parts distribution process and claim appraisal process and procedures.
Working knowledge of estimating losses using CCC or similar estimating platforms.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
At least 2 years of Insurance Auto Physical Damage Appraiser experience.
Physical Demand Requirements:
May require the ability to operate a company vehicle within assigned territory.
May require the ability to reach, handle, squat, bend, climb, and keen as needed to complete inspections of damaged vehicles.
May require the ability to work outdoors in inclement weather conditions; May be exposed to working in body shop and/or salvage yard environments.
May be required to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license.
Compensation range: The salary range for this position is: $57,970 - $103,870.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
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.
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com
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.
Actuarial Analyst I
USAA Job In Colorado Springs, CO Or Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Actuarial Analyst I, you will be a near-credentialed analyst responsible for independently applying complex technical and actuarial methodologies as well as requiring expert knowledge in one actuarial practice area (pricing, reserving, modeling, catastrophe risk, claims analytics, product management, etc.) to complete unstructured projects.
This position can work remotely in the continental U.S. with occasional business travel.
What you'll do:
Independently apply complex technical and actuarial methodologies, as well as proficient actuarial knowledge, to complete unstructured projects
Select and ensure quality of data used to perform trend analysis supports rate level indications; translates business problem into technical requirements; runs catastrophe models and interprets and communicates results to support business activities while executing and enhancing a strong control environment with guidance from an experienced catastrophe modeler.
Utilize actuarial, mathematical, or statistical techniques to augment actuarial work product.
Create and deliver training to teammates on mechanics of actuarial tools and processes.
Apply understanding of products supported, stakeholders' needs, and industry trends to solve unstructured business problems.
Identify compliance gaps and process improvements and recommends develops solutions.
Lead unit initiatives and participates in cross-functional efforts as a technical subject matter expert.
Effectively communicate insights and solutions to all audiences, including executive leadership.
Synthesize complex and conflicting information into a clear and influential value proposition.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of Actuarial or analytical business experience.
No more than 2 Casualty Actuarial Society (CAS) exams away from Associate of the Casualty Actuarial Society (ACAS) Credential and All Validation of Education Experience (VEEs) completed.
Demonstrated competency with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems.
Experience communicating complex solutions and analysis to both technical and nontechnical audiences.
What sets you apart:
Experience with Personal Lines Property Pricing
Experience with launching a new insurance product
Experience with Earnix
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
[Post appropriate Fair Change language from below if your job is to be posted in San Diego OR LA County, delete this line if not needed.]
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
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, visit our benefits page on USAAjobs.com.
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.