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Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned. This is a full-time opportunity available at any of the following locations: St. Johnsbury, VT; South Burlington, VT; or Littleton, NH. Please note that this role requires a hybrid schedule, with three days in the office and two days working remotely. Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation. Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive. Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. Knowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills. Self-confident to make sound independent decisions Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook Ability to prioritize multiple tasks to meet deadlines Must be able to read, analyze and reconcile financial reports Possess strong analytical and problem-solving skills Sharp attention to detail, decision making skills, and problem resolution Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: Associates degree (or equivalent), and BA/BS preferred More than 2 years' client service and/or industry and product line experience. Certificates, Licenses, Registration: P&C Insurance License required. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000 - $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. WSSU2025 HOWARD2025 TEMPLE2025

Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes; and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers return on investment (ROI) in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva's Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You'll Do Drive customer adoption of Workiva solutions Ensure continuous ROI to your customers Consult on best practices, workflows, and management business reviews Develop multi-purpose relationships throughout customer organizations Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans Advocate for customers internally by providing continuous feedback to Workiva's Sales, Services, Marketing, Product, & Engineering teams Work with Sales to understand the details of upcoming renewals Teach customers how to use the Workiva Platform Use customer management tools to track customer communication, issues, and metrics What You'll Need Minimum Qualifications Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience 2 years of related experience (Customer Success, Customer Service, Account Management or Sales) Preferred Qualifications Experience supporting a SaaS application preferred Deep commitment to customer success - not just satisfaction Ability to understand complex problems and explain the source of those problems simply Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations Self-starter with strong time management and prioritization skills Travel Requirements & Working Conditions Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements How You'll Be Rewarded Salary range in the US: $57,000.00 - $91,000.00 A discretionary bonus typically paid annually Restricted Stock Units granted at time of hire 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-JW1

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment. Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship. Overall Purpose This role is accountable to analyze, create and deploy the rules and scores from both internally and externally develop fraud risk models and applications with the associated outcomes as it applies to decisions rendered to optimize the balance of risk, expense and experience while using the payment network in a variety of operating environments. This work must be done directly or in partnership with financial institutions in decisioning fraud risk. Essential Functions Assess, recommend and modify the application of scores and rules to deliver the optimal balance of risk, expense and experience for clients, consumers and partners in the network. Implement the fraud detection strategies for the network. Create and apply of data driven insights for constant monitoring of effectiveness, efficiency and opportunities in the application of scores, rules and logic in the execution of managing fraud risk. Create appropriate communications to internal and external stakeholders regarding emerging risks, observed trends and related opportunities. Perform the analysis of fraud events for the purpose of identifying and consistently categorizing the root cause of fraud events observed or attempted in the network. Support the company's commitment to protect the integrity and confidentiality of systems and data. Minimum Qualifications Bachelor's degree or equivalent education/experience required. Minimum 5 years of fraud risk management experience. SQL/SAS/Python/R competencies or comparable data analytics skills Proven track record of converting concepts to analysis to cases for change Exceptional executive presence, written and verbal communication skills Experience with digital banking, payments and/or payment networks Experience with financial institutions in the area of fraud risk management The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor. Physical Requirements Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation. The pay scale for this position in: Phoenix, AZ/ Chicago, IL in USD per year is: $80,000 - $95,000. New York, NY/ San Francisco, CA in USD per year is: $100,000 - $115,000. Additionally, candidates are eligible for a discretionary bonus, and benefits. This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. Some of the Ways We Prioritize Your Health and Happiness Healthcare Coverage- Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. 401(k) Retirement Plan- Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility. Paid Time Off- Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. 12 weeks of Paid Parental Leave Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process! Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications 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 equal employment opportunity and affirmative action, in accordance with all applicable federal, state, 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 employees. Early Warning Services LLC is a proud participant in E-Verify, a federal program to help ensure a legal and authorized workforce. As part of our hiring process, we electronically verify the employment eligibility of all new hires through E-Verify. For more information on your rights and responsibilities under E-Verify please visit Home | E-Verify.

Description This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis. Summary: The primary responsibility of the Model Risk Review Specialist will be to independently and collaboratively review and validate models/ quantitative frameworks spanning credit, interest rate, market risk, economic capital or capital market valuation, and other models as they arise within the organization. The Analyst is required to provide qualitative and quantitative feedback with support for their review/ validation activities to a variety of audiences within the organization. The role requires working in partnership with business and model owners/users throughout the organization. The Specialist will also perform research and formulate potential remediation plans for any outstanding or potentially critical problems concerning development, implementation, and usage of the models. Duties & Responsibilities: Perform model review and validation in a timely manner according to a project plan adhering to corporate policies and meeting regulatory standards. Provide critical analysis and effective thought process and challenges for models reviewed and validations performed by both internal and external parties. Communicate to quantitative and business audiences through verbal and written presentations describing the results of the review/ validation analyses, and be able to recommend remediation strategy to address the findings. Establish and maintain independent model review/ validation thought processes while adhering to overall business and regulatory guidelines. Assist model owners/developer in the compilation of comprehensive model documentation, and ongoing maintenance of the documentation. Serve as a key resource on model concepts and assumption change questions including ability to understand impacts through recommendations. Work closely with business owners/ model users and developers to understand the business context for model use, and facilitate the model approval process. Work with the lines of businesses to identify any modeling gaps, errors or oversights and recommend ways to address these issues. Proactively identify emerging model risk issues impacting the company and communicate to model developers, senior management and the appropriate risk committee. Keep abreast of the latest quantitative strategies through research on solving problems related to credit, interest rate, market risk, economic capital or capital market valuation etc., and ability to translate it through coding using R, MATLAB, SAS, EXCEL etc. Performs other duties as assigned. Basic Qualifications: Master's Degree in mathematics, statistics, physics, or econometrics. Minimum of 1 year of advanced coursework or project work in quantitative analysis. Preferred Qualifications: Experience in financial crimes and or BSA/AML is a positive. Understanding of financial modeling theory and general solutions. This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 57,000.00 - 113,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Opportunity - We are currently seeking a Director to join our Value and Risk Advisory team. Our Value and Risk Advisory platform is part of a global network comprised of experienced, licensed, qualified commercial real estate appraisers who use local insights and their years of expertise to deliver accurate, reliable and prompt valuations. We provide sound advice, no matter the size of a property, complexity of a project, or industry focus. Our professionals offer a full range of expertise, including counsel in financing, due diligence, risk analysis, financial reporting, dispute resolutions and equity offerings. The successful candidate will complete assignments in connection with commercial real estate valuation and consulting projects which may include analyzing complex highest and best use scenarios, estimation of cash flows utilizing discounted cash flow models, analyses of comparable sales and cost analyses, market feasibility study, and portfolio analysis. Responsibilities Include: Must be able to complete an entire report, cover to cover, to a "client ready" standard Originate select work, partnering with leadership to identify targets Spend majority of time completing assignments, with approximately 20-50% of time spent on coaching analysts, senior analysts, and associates Personally inspect most assignments and assist other team members on inspections (within reason). Attend at least one local commercial real estate event per year, not counting classes Ability to travel independently Education Requirements: Continue participation in JLLU to focus on career path alignment and building professional skillset Four-year degree from accredited university Argus competency a plus Skillset Requirements: Successfully master all Associate Director skillset requirements Mastery of complex concepts and assignments, within chosen sector Proficient in cashflow modeling Advanced knowledge of hotel brands and product positioning Strong knowledge of USALI Full competency in core skills and beginner competency in project management and/or account management skills Three to five years' experience in hotels & hospitality real estate valuation and advisory Licensing Requirements: State certified general appraiser license Maintain state licensing for specific geographic focus as decided with your manager, and pull temporary practice permits when required Minimum 2 years of holding CG license Sign reports Management Scope: Partner with (coach) analyst i's, senior analysts and/or associates to complete assignments Our Team's Commitment to Diversity, Equity and Inclusion: Globally, our teams have participated in Conscious Inclusion and Unconscious Bias Training. Our Business Resource Groups, comprised of more than 7,500 people across 200 locations, create a community of diverse perspectives, and connect people globally across the organization. We are seeking candidates who share our interest in joining at least one of JLL's 9 Business Resource Groups (BRG) which fosters a culture of diversity, equity, and inclusion. Affiliation to each BRG is open to all employees-allies welcome in all groups. The current list of Business Resource Groups are: Asian Business Professionals Network Building Pride Business Network Disability Empowerment Network Empower- Black Professionals Network GenAll, Intergenerational Business Network Latino Empowerment Resource Network Parent and Caregivers Experience VetNet Women's Business Network Estimated total compensation for this position: 175,000.00 - 300,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: Remote- Albany, NY, Baltimore, MD, New York, NY, Richmond, VA, Washington, DC Job Tags: VAS If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Description Summary: The Automation Engineer II is responsible for design work, specifically designing a tailored solution in order to meet a specific client request using automation technologies. In addition to the work of a more senior automation engineer, this position will coach more junior level engineers on best automation practices and techniques. Duties & Responsibilities: Provides effective production support including accurate problem identification, ticket documentation and customer/vendor dialogue Articulates the business value and impact of advanced technical and non-technical information and understands when to escalate issues. Documents small-to medium-scale projects and delivers presentations with supervision. Dissects complex situations and refocuses on critical technology tasks Leads other automation engineers thru tactical problems Performs other duties as assigned Basic Qualifications: Bachelors degree 4+ years of experience with coding frameworks such as Python, bash, shell, PowerShell, Ansible, Git. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Applications Accepted Through: 08/31/2025 Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 annual salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Manager Job Description & Summary A career within Financial Risk and Regulatory services, will provide you with the opportunity to help business leaders embed a proactive and dynamic risk management capability and mind set into their corporate business practices. From strategy through to implementation, we help put in place people, processes and technology so they can leverage financial risk management to identify new opportunities and pursue success as smoothly, systematically and sustainably as possible in the face of changing markets, technologies and competition. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. As a Manager of the Risk & Regulatory Advisory team, you will serve as a Subject Matter Expert and advise financial institutions on a broad range of credit risk management topics with a keen focus on wholesale loan transformation initiatives for First and Second Line of Defense, including the following: wholesale banking including lending and trading products and processes; governance policy, standards, and procedure assessment and development; Target Operating Model design, build and implementation; Risk data management, data governance; quality analysis and remediation. You will work on a team evaluating, designing, and implementing wholesale banking risk strategies to support our clients in effectively addressing key market challenges. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 6 year(s) Preferred Qualifications: Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management, Information Systems Management, Information Technology, Computer Science, Financial Mathematics, Mathematics, Accounting & Finance, Finance, Financial Markets, Economics and Finance, Quantitative Finance, Banking and Finance, Economics, Business Analytics, Mathematical Statistics, Statistics, Applied Mathematics, Engineering Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in how to lead or facilitate relevant project/program management or client consultations in the areas of credit-related activities and risk management, emphasizing a combination of the following areas: Leveraging know-how of commercial and retail lending (e.g. auto, credit card, mortgage, syndicated, committed and uncommitted bilateral, CRE, ABS), and the lending cycle or Counterparty credit and trading activities involving derivatives and securities financial transactions; Experience with risk reporting (e.g. Single Name Exposure, Enterprise Concentration Risk Management, State of Risk) and BCBS 239 principles; Design and deliver effective solutions to transform banks' banking and trading book related risk reporting processes; Work with cross-functional teams to analyze, modify and build/assess process workflows & controls in the Risk Reporting to enable effective management and accuracy of Risk data from various Risk stripes; Conduct current state assessment, gap analysis and Target Operating Model design, build, and implementation pertaining to Risk reporting related processes; Ability to assess Risk management policies, procedures and standards and develop/update them as needed; Perform regulatory remediation work (e.g. MRA/MRIA remediation) and prepare documentation to evidence compliance with regulatory findings; Develop data requirements and associated metrics to resolve data quality issues; Identify data quality issues and performing root-cause analysis, remediation on the issues; and, General understanding of Internal Audit and Quality Assurance processes and expectations. Demonstrate extensive abilities and/or a proven record of success in each of the following areas: Designing and implementing process improvement solutions, leveraging PC applications including MS Office (Word, Excel, Access, PowerPoint); Identifying and addressing client needs. Prepare, coordinate, and deliver complex written and verbal materials to clients, senior management or (e.g., PPT presentations, summary reports/ memos, oral presentations); Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation, and coaching staff, including providing timely meaningful written and verbal feedback; Identifying and addressing client needs by building and maintaining trust (e.g., client relationship management); Considering cross-cultural differences, seek diverse views to encourage improvement and innovation, and fostering a global mindset for the team. Experience in working with and managing on-shore and off-shore teams; Communicating project goals and objectives, project status and deliverables, build consensus and present standard industry practices/point of view effectively. Keep leadership informed of progress and issues; and, Detail-oriented, organized, and able to multitask to meet deadlines under pressure. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer. The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Position Overview POSITION OVERVIEW: An indirect wholly-owned subsidiary of Apollo Management Holdings, AASP manages the securitized products and structured finance assets sourced and serviced by ATLAS SP Partners while serving as their sole risk manager. The role AASP is seeking an Associate/Principal for their growing Counterparty Risk Management team. This individual will be responsible for the Residential Mortgage ("Resi") and Commercial Real Estate ("CRE") warehouse portfolio counterparties. He/she will be responsible for conducting counterparty-level credit reviews and for the continuous review and monitoring of residential mortgage finance exposures in the portfolio. The individual will work closely with Apollo credit professionals, the ATLAS SP Origination teams, and other risk leaders within AASP as well as with clients and ATLAS SP key partners. The Counterparty Risk Lead will rely on this risk officer to conduct a complete analysis of counterparties under their coverage, highlight risk concerns early and ongoing, challenge the deal teams, gain the expertise in asset classes or counterparties he/she may not have had from people who do (utilizing the ecosystem of partners available to ATLAS SP), form an independent risk view, and write a succinct counterparty risk memo/analysis/assessment. This individual will be a detail-oriented individual who can deliver an informed view to the Counterparty Risk Lead, AASP CRO, ATLAS SP teams, and other Apollo risk seniors. The ideal candidate will have experience as a Counterparty Risk Officer, Credit Risk Officer, or at a major Rating Agency with a deep understanding of mortgage and asset-backed financing originators or sponsors. Product expertise is required for this role covering both Resi & CRE. The individual will review and assess new and existing counterparties, help with warehouse facility transactions, improve upon ongoing monitoring, and other high-level projects as needed. Primary Responsibilities Underwrite counterparties for mortgage-related transactions, including evaluating the risk profile of the Originators / Servicers / Sponsors. Accountable for making risk decisions and assessments. Demonstrate an ability to challenge the business (sales/portfolio/structuring teams), and highlight key counterparty risk concerns promptly Participate in the deal underwriting process from inception and be involved over the lifecycle of a Counterparty, with greater involvement should counterparties be underperforming, higher risk, less liquid or levered, new, etc. Work with Legal, Credit Risk, and the deal teams on the loan agreements to ensure that documents accurately reflect counterparty covenants. Work closely with other control function partners including i) Legal and Compliance to escalate and review any reputational or franchise risk considerations and ii) Business Management on presentations for management Present risk concerns and due diligence findings, make a risk recommendation, and answer questions of Investment Committee members or other senior stakeholders as it relates to counterparties for transactions. Produce well-written succinct reviews and assessments. Qualifications & Experience Must have at least 3-5 years of experience and at the minimum have a Bachelor's degree. In-depth knowledge of various types of originators, servicers, sponsors, and entity structures, including fund and corporate structures. Asset class knowledge in Mortgages is required and other asset class knowledge within Private Credit or Consumer and Commercial sectors is highly beneficial Experience underwriting Corporates & Funds from a fundamental credit perspective is essential. Being able to write proper succinct reviews and pointing out key Risk considerations is required. Prior experience with rating methodology is highly beneficial. Ability to roll up sleeves and work alongside 1LOD and Credit Risk to underwrite highly complex counterparties and participate in the structuring of warehouse facilities. Extensive financial analysis and modeling skills, and a strong understanding of risk metrics/models/systems Understanding of fundamental credit skills, ideally having spent time in a large bank, rating agency, or financial institution with structured credit training programs Exceptional attention to detail Prior experience and responsibility for critical decisions of significant financial impact and complex criteria Must have exceptional communication skills, both written and verbal, and be comfortable presenting prospective deals to investment committee(s) Must be able to communicate complex risk-related concepts to both internal and external parties Ability to incorporate and understand information from a variety of sources to stay ahead of market/economic trends and evaluate the impact on the portfolio Must be able to use Excel and PowerPoint at a high level, and ability to be able to manipulate data to build out Risk views. Pay Range $200,000-300,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The AML & Sanctions Risk Assessment Officer will be responsible for the execution and oversight of the enterprise-wide BSA/AML and OFAC Risk Assessment program. This includes, but is not limited to, executing on the collection of inputs, analyzing results, drafting Risk Assessment reports and project artifacts, and ensuring quality control processes related to the Risk Assessment are in place. The role requires collaboration with various senior stakeholders across SoFi and external partners, including vendors and regulators. What you'll do: Design and implement the Enterprise BSA/AML and OFAC Risk Assessment, including owning the drafting of the Risk Assessment report and related materials, and ensuring materials clearly articulate BSA/AML and OFAC risks and controls across the Enterprise. Ensure the BSA/AML and OFAC Risk Assessment methodology leverages best practices, are kept up to date, and reviewed periodically by appropriate stakeholders. Partner with key stakeholders, including each relevant business line, control functions, Internal Audit, Data Science, and other areas to procure relevant data in a timely and accurate manner in support of the Risk Assessment. Own quality control processes related to the qualitative and quantitative data that is utilized in the Risk Assessment. Create and maintain procedures related to the BSA/AML and OFAC Risk Assessment process. Develop materials for executive leadership and examiners that summarize findings derived from the BSA/AML and OFAC Risk Assessments. Assess the results of the BSA/AML and OFAC Risk Assessment and use results to drive improvements in the BSA/AML and Sanctions programs. Support the AML Department by assisting in the oversight and coordination of the resolution of issues, gaps, and risks associated with the Risk Assessment. Assist in the coordination and development of BSA/AML, Sanctions, and Compliance presentations for an executive level audience. Maintain effective communication with stakeholders and business partners with the purpose of informing interested parties on key milestones, accomplishments, programs, activities, and overall successes. What you'll need: Bachelor's Degree or Master's Degree in Finance, Business, Management, or other relevant areas. Experience with a tool or third-party platform/software used to calculate AML and OFAC risk ratings 4-6 years experience conducting BSA/AML and OFAC Risk Assessments. 5+ years of experience in the financial services industry with a demonstrated track-record of delivery and/or relevant experience in risk and control management Effective negotiation and influencing skills, including strong written and verbal communication and presentation skills. Strong management, organizational and evaluative process skills. Ability to analyze complex organizational and technical issues to improve performance and efficiency. Demonstrated ability to communicate effectively with all levels of the organization, across different business lines, and with external stakeholders. Skill in: Strong attention to detail and ability to manage multiple projects/initiatives to conclusion. Interacting with, and presenting to, all levels of management, cross-functional partners, and regulators. Drafting, reviewing, implementing, and monitoring policies and procedures. Strong analytical and problem-solving skills, including the ability to analyze data, identify trends, and develop solutions to address risks. Familiarity with BSA/AML processes and systems (e.g. transaction monitoring systems, customer screening systems, customer risk rating models and other related technologies). Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $124,800.00 - $214,500.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Industry/Sector 82200 Life Insurance Specialism Actuarial Services Management Level Manager Job Description & Summary A career in our Risk Modeling Services practice will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet or you could be revising businesses' projections and making sure they have adequate reserves. Our team helps insurers address new financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant requirements, particularly across areas of financial reporting change. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Actuarial Life Services team you are expected to direct efforts to identify and address client needs, focusing on life and non-life industry and regulatory developments. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities Identify and address client needs in life and non-life industry Lead teams and manage client accounts Mentor junior staff and maintain premium standards Support regulatory developments and initiatives Manage risks and maintain project success Develop and implement strategic initiatives Foster a culture of continuous improvement Embrace technology and innovation in risk management What You Must Have Bachelor's Degree in Actuarial Science, Statistics, Mathematical Statistics, Applied Mathematics, Mathematics, Economics 5 years of experience Certification(s) Required: Associateship of the Society of Actuaries (ASA) What Sets You Apart Certification(s) Preferred: Fellowship of the Society of Actuaries (FSA) Technical actuarial subject matter specialization Developing and sustaining broad client relationships Preparing and presenting complex written and verbal documents Defining resource requirements and project workflow Using spreadsheets, database, and actuarial software Leading teams to generate a vision and motivate members Writing, communicating, and presenting cogently Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $82,500 - $291,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Location: On site in Memphis, TN, Johnson City, TN, Orlando, FL, Miami Lakes, FL, Asheboro, NC, Knoxville, TN, Longwood, FL, Birmingham, AL Summary The primary responsibility of this position is to conduct testing of all Products and Services to all applicable regulations in which Corporate Compliance has oversight responsibility. Must have a knowledge of all state and federal laws and regulations related to Consumer, Trust, and Commercial Compliance to be leveraged as part of other testing responsibilities. Must have transferrable skills that demonstrate the knowledge and ability to interpret and vet laws and regulations. The ability to analyze large sets of data in a timely manner. This job involves the exercise of discretion and judgment. Exhibits a sense of urgency, adheres to deadlines (both internal and those required by law) and meets department quality standards for accuracy and completeness of work. Participates in company wide project initiatives that expand and advance the Corporate strategy while ensuring processes/changes implemented are in compliance with all applicable laws and regulations; including but not limited to: new/expanded products, services, initiatives, systems, and marketing. ESSENTIAL DUTIES AND RESPONSIBILITIES Coordinate with business partners to gather appropriate information to complete all required testing reviews. Must have an intermediate level of knowledge of the various laws, regulations and rulings. Must be able to research and interpret the requirements of the regulations Intermediate knowledge of banking products and services Exercise discretion and judgment identifying risk/control gaps that may have an adverse impact; and the ability to communicate issues and root causes effectively to the CT Director and the business unit. Responsible for consistent and timely completion of all assigned reviews, including SWAT reviews, with minimal supervision and corrections. Completion of assigned reviews includes but is not limited to developing or updating testing steps, preparing request letter, effectively communicating with management throughout the review, providing timely status and potential issue updates to the Compliance Testing (CT) Director, issuance of preliminary findings to management, reviewing management responses to determine adequacy This position requires the safekeeping and complete confidentiality of all customer transactions and information, including that of other bank personnel. Using sound judgement when communicating and discussing findings with the CT Director; and assisting the CT Director to ensure corrective action implemented satisfactorily addresses any issues noted. Maintaining necessary workpaper standards to meet the requirements of internal partners (Internal Audit) and regulatory agencies (FRB, CFPB, etc.). Assist the CT Director on an as needed basis with the gathering of information for requested items while maintaining a workload balance to ensure timely completion of all assignments Maintaining a commitment to continuous learning and developing knowledge and skills to competently and efficiently execute assignments. Proactively communicates with management when a deadline is in jeopardy of not being met. Must be proactive and take the initiative to assist with ad-hoc departmental projects and have the ability to maintain timely completion of assigned reviews while assisting with the ad-hoc departmental projects. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Financial Institution experience required (2-3 years) Risk Management and/or compliance background preferred (2-3 years) Background in preparing for internal (Compliance Testing and/or Audit) and external (regulatory) examinations preferred. Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good research, written and oral communication skills. Good organizational and customer service skills. Ability to read and interpret legal documents and government regulations and work well under pressure. Intermediate knowledge of Banking Products and Services required. Legal Background preferred. Must possess a moderate to high level of organizational skills, ability to multi-task and manage workflow, prioritize, adjust to changes, and follow-up. Must possess a moderate to high level of analytical, problem solving, and critical thinking skills. Must possess intermediate written, verbal, and interpersonal skills. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Industry/Sector 82200 Life Insurance Specialism Actuarial Services Management Level Manager Job Description & Summary A career in our Risk Modeling Services practice will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, banks, regulators, and third party administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, underwriting, new legislation, and the efficiency of claims or reporting processes. Simply put, you might help analyse the impact that new regulation will have on an insurance company's balance sheet or you could be revising businesses' projections and making sure they have adequate reserves. Our team helps insurers address new financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant requirements, particularly across areas of financial reporting change. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Actuarial Life Services team you are expected to direct efforts to identify and address client needs, focusing on life and non-life industry and regulatory developments. As a Manager you are expected to lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for maintaining project success and upholding rigorous standards. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and principles in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities Identify and address client needs in life and non-life industry Lead teams and manage client accounts Mentor junior staff and maintain premium standards Support regulatory developments and initiatives Manage risks and maintain project success Develop and implement strategic initiatives Foster a culture of continuous improvement Embrace technology and innovation in risk management What You Must Have Bachelor's Degree in Actuarial Science, Statistics, Mathematical Statistics, Applied Mathematics, Mathematics, Economics 5 years of experience Certification(s) Required: Associateship of the Society of Actuaries (ASA) What Sets You Apart Certification(s) Preferred: Fellowship of the Society of Actuaries (FSA) Technical actuarial subject matter specialization Developing and sustaining broad client relationships Preparing and presenting complex written and verbal documents Defining resource requirements and project workflow Using spreadsheets, database, and actuarial software Leading teams to generate a vision and motivate members Writing, communicating, and presenting cogently Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $82,500 - $291,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Job Family: Risk & Regulatory Compliance Consulting Travel Required: Up to 50% Clearance Required: None What You Will Do: Guidehouse has an aggressive growth strategy for its Financial Crimes, Risk and Compliance (FCRC) practice, and now seeks to expand its team by recruiting an Associate Director who will be fundamental to this growth strategy. This new hire will have Financial Crimes expertise, a business builder mindset and ambition, and the ability to successfully leverage their professional network. Responsibilities will include: Oversee delivery of Digital Onboarding, Perpetual KYC, Transaction Monitoring, Sanctions, Trade Surveillance, Anti-Bribery & Corruption and/or Fraud projects. Lead independent risk assessment, target state design, functional & technical transformation, and regulatory response management to support our client in their modernization and/or regulatory remediation journeys. Develop relationships with current and prospective clients - both externally and internally, establishing credibility with senior Guidehouse colleagues to be recognized as a market leader. Spearhead the development and execution of key go-to-market strategies for Financial Crimes practice including new client development and existing client expansion with personal pursuit. Manage executive level relationships and ensure there are the optimal range of AML solutions to meet client needs as well as to maximize revenue generation and profitability of the firm. Lead the assessment and testing of Financial Crimes compliance programs and implement recommended changes/controls and solutions. Collaborate with other leaders to contribute to the development of intellectual property and thought leadership. Develop collaborative relationships with the other related specialty practices and non-specialty practices across the firm to cross-sell relevant products and services. Lead efforts in identifying and retaining new client relationships through business development and existing or new industry connections. Play a vital role in managing and developing team members in the Financial Services practice, as well as recruiting new team members as part of this strategic initiative to aggressively grow the business. Evaluate internal control structures to help identify weaknesses and associated risks. Develop, perform, and supervise detailed financial, economic, and statistical analysis. What You Will Need: Bachelor's degree. 7-10+ years of Financial Crimes experience at regional and national financial institutions, crypto/digital assets exchanges, Securities / Capital Markets institutions, regulatory/government agencies, and/or consulting firms. Deep understanding of AML regulations, investigations, and enforcement actions. Expertise in OFAC, EDD, KYC, BSA, CDD and/or forensic accounting. Deep understanding of Digital Onboarding and perpetual KYC transformation. Familiarity with common fraud and money laundering schemes Strong understanding of corporate governance and regulatory issues that could affect an organization. Outstanding project management skills in monitoring billing of hours, training, development, and supervision. Outstanding communication and public speaking skills. Ability to travel up to 50%. What Would Be Nice To Have: Master's Degree. Strong preference for candidates local to the New York City or DMV area. Desire to collaborate with other related Guidehouse practices as well as across the entire global firm to cross-sell relevant products and services, in addition to being a growth oriented, vertical thinker. Intellectually adept with negotiation and influencing skills and ability to relate to range of senior level internal and external stakeholders. Elevated level of business acumen and commercial awareness. Extremely driven, energetic, and able to thrive in a results-oriented, entrepreneurial, analytical environment. The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment. Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship. This role drives large scale program and project initiatives across the identity and payments risk space for Early Warning. Overall Purpose Responsible for delivery of very large, complex programs including groups of inter-related projects targeted to meet one or more key company strategic business goal(s). Accountable for establishing project/program management framework, tracking progress, managing risk, and controlling change in order to ensure delivery that meets time, cost and quality objectives. This job requires extensive technical and project management experience and ability to manage other project managers successful delivery of interrelated projects within the program. Essential Functions Understands Portfolio priorities and drives successful business outcomes within the program and aligned projects per aligned priorities Manage all aspects of multiple interrelated projects within the program to ensure the overall program is aligned to and directly supports the achievement of strategic business objectives Align project/program plans and interdependencies to ensure Program Roadmap success and Resources capacity Performs program level governance review of all associated project to ensure they are tracking to be on time, within budget, and defect free to ensure customer value commitment. Monitor projects on an ongoing basis, evaluating progress, proactively works with project teams mitigating risk and effective issue resolution across program Establishing best practices, templates, policies, tools and partnerships to expand and mature and improve effectiveness in support of meeting business objectives Coach/Mentor other PMO team members on policies and procedures and best practices Supports all internal and externally driven audits of projects within program Engages cross project interdependency scheduling to ensure project interdependencies are documented and tracked including defining critical program level milestones within each project for visibility Provides effective leadership and coaching to all stakeholders ensuring effective delivery of project/program outcomes in terms of cost, schedule, budget and quality. Creates and maintains master program plan for all active aligned projects and status reporting regarding program level milestones, success criteria, deliverable, dependencies, risks and issues, effectively communicating including executive leadership Support the company's commitment to risk management and protecting the integrity and confidentiality of systems and data. Minimum Qualifications Education and experience typically obtained through completion of a Bachelor's Degree in Business, Project Management and/or Computer Science or related field. Project Management Professional (PMP) certification or related certifications or equivalent work experience Minimum of 12 or more years of related experience in program management Demonstrated program management experience and people leadership and mentorship in business and technical environments Experience in financial institutions or similarly regulatory industries and/or software development processes with background in the data processing environment, application systems, and communication systems. Ability to handle multiple complex projects within program / programs, to work independently, have excellent follow-up, and meet tight deadlines for deliverables. Possess excellent analytical and problem-solving abilities, and be able to deal effectively with ambiguity and constant change Excellent oral, written and interpersonal skills to interact proficiently with executive leadership, staff and vendors Highly engaged, self-starter with ability to balance achieving business results, fostering collaboration and influencing business strategies Proactive in identifying and driving process improvements and documenting efficiency gains within the organization Demonstrated experience with Agile and Waterfall methodologies and all aspects of the System Development Life Cycle (SDLC) methodology and tools Background and drug screen. Preferred Qualifications Agile / ScrumMaster certifications Lean Six Sigma certification Experience with people management Physical Requirements Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers. Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation. Candidates responding to this posting must independently possess the eligibility to work in the United States at the date of hire. The base pay scale for this position in: Phoenix, AZ / Chicago, IL in USD per year is: $120,000 - $150,000. New York, NY/ San Francisco, CA in USD per year is: $150,000 - $170,000. Additionally, candidates are eligible for a discretionary incentive plan and benefits. This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications 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 equal employment opportunity and affirmative action, in accordance with all applicable federal, state, 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 employees. Early Warning Services LLC is a proud participant in E-Verify, a federal program to help ensure a legal and authorized workforce. As part of our hiring process, we electronically verify the employment eligibility of all new hires through E-Verify. For more information on your rights and responsibilities under E-Verify please visit Home | E-Verify.

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Risk Advisor - Select Business Unit. This is a sales-oriented position that requires strong communication and interpersonal skills, attention to detail, and the ability to gain an understanding of the prospect's needs. A Select Business Unit Risk Advisor is responsible for assisting clients in identifying their insurance needs, recommending appropriate coverage options, and explaining policy features, benefits, and costs. This commercial insurance sales position requires a strong focus on building relationships and trust with our TowneBank branch affiliates. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Develop lead sources with our Towne Bank personnel in the various departments of the bank, mortgage, real estate, insurance, and other financial service departments. Consistent updates and communication to your referral source on the status of the referral Promote the Towne Bank and Towne Insurance vision and guiding principles within the community Evaluate risks and make coverage and market placement recommendations to clients. Gather information from insured and other sources to aid in quoting, marketing, and proposal development. Capable of using various carrier rating systems and understanding underwriting guidelines. Complete "Acord" or company-specific applications Craft and Present proposals to prospects over the phone. Strong organizational skills with attention to detail. Must document EPIC Management System promptly throughout the sales cycle. Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy. Contact the insured as needed to collect outstanding balances according to office procedures and maintain a current balance on all insured accounts. Work with the Agency Account Managers to ensure that all paperwork, system documentation, and billing requirements are complete. Keep P & C license active and increase insurance knowledge by attending continuing education classes. Attend office and company meetings as necessary. Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA) Skills and experience you'll need: Current VA Property Casualty License or Carrier experience. 2 years minimum of previous experience in insurance sales or customer service. Proficiency in using insurance agency management software and Microsoft Suite. Customer-focused mindset Adaptability to handle a variety of customer situations and industry changes. Organized with an ability to multitask. Self-motivated and detail oriented. Professional appearance and attitude. Proactive in problem-solving. Pride in getting work done accurately and timely. Ability to work in a fast-paced team environment. Bonus points if you have: Property & Casualty Insurance Designations Prior demonstrated success selling insurance or similar products. Insurance company relationships Experience with EPIC Systems Other industry relationships Strong community relationships and areas of interest to complement insurance competency. What we offer: We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including: Excellent growth and advancement opportunities Competitive pay based on experience Health, vision, dental, and Employee Assistance Program Paid time off to include holidays, PTO, sick leave, and bereavement Profit Sharing Continuing education opportunities 401K & Employer Matching Employee discounts Identity theft protection Tuition Reimbursement Paid Training Opportunities Paid Parental Leave Wellness Plan Volunteer Opportunities Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals. We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members. #insurance

Who We Are: NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com . Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned. This is a full-time opportunity available at any of the following locations: St. Johnsbury, VT; South Burlington, VT; or Littleton, NH. Please note that this role requires a hybrid schedule, with three days in the office and two days working remotely. Essential Duties and Responsibilities: Works proactively to develop relationships with carrier and client contacts; may take active role in meetings Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation. Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive. Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. Knowledge, Skills, and/or Abilities: Highly organized with excellent verbal and written communication skills. Self-confident to make sound independent decisions Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Ability to handle situations in a calm, courteous and professional manner Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook Ability to prioritize multiple tasks to meet deadlines Must be able to read, analyze and reconcile financial reports Possess strong analytical and problem-solving skills Sharp attention to detail, decision making skills, and problem resolution Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: Associates degree (or equivalent), and BA/BS preferred More than 2 years' client service and/or industry and product line experience. Certificates, Licenses, Registration: P&C Insurance License required. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000 - $75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. WSSU2025 HOWARD2025 TEMPLE2025

RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you. JOB DESCRIPTION SUMMARY: The Senior Relationship Manager serves as the primary contact for clients providing world-class client service, technical expertise and proactive risk management. PRIMARY RESPONSIBILITIES: Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, via email or by telephone. Reviews client exposures, loss experience along with current coverages and advices and counsels on complex risk exposures. Creates and presents private risk management renewal proposals to existing clients and conducts annual interactive reviews, when needed. Understands, introduces and leverages the holistic platform, as needed, including employee benefits, commercial insurance and asset protection. Cultivates strong relationships with insurance company partners, and is accountable for knowing insurer contracts, requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Working knowledge of appropriate software preferred. Strong presentation skills, both verbal and written communications. Strong relationship building skills. Intermediate to advanced knowledge of, including agency management software. Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. Committed to the community through volunteer work. EDUCATION & EXPERIENCE: Bachelor's degree preferred and professional designations a plus, e.g. CPCU, CIC, etc. Holds appropriate Property and Casualty license. Strong insurance knowledge of high net worth insurance and 3 to 5 years of industry experience, including: insurance company contracts, proprietary insurer systems, agency management system, company guidelines, and claim knowledge. Strong personal insurance experience working with high net worth clients and prospects IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JL1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Principal Responsibilities: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks. Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and exposure information. Coordinates client team including Account Management, Risk Mitigation, Claims Consulting and Risk Analysts to ensure service standards and key deliverables exceed clients' expectations. Assesses final audits to ensure accuracy between client and insurance company partner audit teams' identification of risk. Actively builds trusting relationships with clients, insurance company partners and brokers, and the firm's advisors, partners, and leaders through personal integrity and industry expertise. Shares deep insurance expertise with firm's advisors, account managers and other colleagues to advise, develop and train. Education, Experience, Skills and Abilities Requirements: Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). A minimum of seven (7) years of commercial insurance experience. Excellent verbal and written communication skills that inspire loyalty and commitment from others. Ability to analyze complex risk exposures, existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping. Exceptional technical knowledge of insurance coverage, contracts, insurance market conditions and carrier underwriting appetites with ability to adjust strategy to protect future interests. Experience in reviewing, placing and negotiating loss sensitive casualty and workers compensation placements including captive structure is preferred. Preferred industry specialization, such as Construction, Healthcare, Manufacturing, Wholesale Trade, Transportation, Retail Trade, Real Estate, Services, etc. Makes sound judgements and decisions based on objective analysis and multiple perspectives. Intermediate to advanced knowledge of Microsoft PowerPoint, Outlook, Excel, and Word. Working knowledge in Sagitta is preferred. Designations preferred, including CPCU, CIC, CRM, or ARM. Demonstrates the organization's core values, exuding behavior that is aligned with corporate culture. Special Working Conditions: Fast-paced multi-tasking environment which will, at times, require travel. Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

About Clear Street: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today's complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We've agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. By combining highly-skilled product and engineering talent with seasoned finance professionals, we're building the essentials to compete in today's fast-paced markets. The Role: You will implement real-time P&L, risk, and margin calculations, and ensure timely End-of-Day (EOD) calculations for margin requirements. Work closely with the product and business teams to understand and translate requirements into technical solutions. Collaborate with cross-functional teams to ensure seamless integration with existing systems and data sources. Optimize system performance, scalability, and reliability to handle large-scale financial data with high throughput requirements. Ensure compliance with industry regulations and security standards in the financial domain. The Team: The Risk Engineering (RENG) team aims to measure the portfolio risk of both our clients and the firm. As a member of RENG, you will become an expert in various risk methodologies (Reg-T, Portfolio Margin) to build efficient, scalable systems from the ground up to quantify and manage these risks in real-time. Requirements: At least five (5) years of professional software engineering experience with a proficiency in Java and Spring Boot for backend development with a strong emphasis on building scalable and performant systems. Hands-on experience with Kafka and streaming real-time data processing for building reliable and efficient data pipelines. Expertise in designing and implementing microservices architecture to enable modular and independent development of system components. Strong understanding of AWS services, including but not limited to EC2, S3, and MSK for building and deploying cloud-based solutions. Solid knowledge of data modeling and database systems to ensure efficient data storage and retrieval. Ability to troubleshoot and debug complex issues in a distributed environment, ensuring high availability and fault tolerance. Proven track record of delivering high-quality, production-ready code adhering to best practices and coding standards. Preferred Skills: Prior experience in the financial domain, particularly in building risk and margin systems for brokerage or trading platforms. Familiarity with stream processing frameworks like Flink or Spark for handling large volumes of real-time data with low latency requirements. Additionally, familiarity with AWS Kinesis Data Applications is a huge plus. Knowledge of Snowflake and data warehousing concepts for building efficient and scalable data storage solutions. Tech Stack: Java, Spring Boot, Apache Kafka, Apache Flink, Docker and Kubernetes, Postgres, AWS (S3, SQS, Kinesis), REST and gRPC, Redis, Snowflake We Offer: The Base Salary Range for this role is $170,000 - $240,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity. At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse - in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.