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CrossCountry Consulting logo
CrossCountry ConsultingSan Francisco, CA

$169,000 - $344,000 / year

By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team. In this role you will drive delivery and growth across a range of technology risk areas: IT controls; IT governance, risk, and compliance; cybersecurity; cloud; and emerging technologies. What You'll Do: Client Delivery: Supervise and provide an extensive array of services in IT Governance, Risk, and Compliance (IT GRC), IT Controls Optimization, Cybersecurity, Cloud, and Emerging Technology to both new and existing clients Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities Deliver high-quality consulting services by taking personal ownership of client engagements, ensuring that deliverables are practical and impactful Share technical expertise by authoring thought leadership materials such as case studies, white papers, and learning materials, and represent CrossCountry at industry events Practice Leadership: Manage client engagements, maintaining strong relationships with senior client personnel and ensuring high-quality deliverables and client satisfaction. Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues. Actively contribute to talent acquisition and retention efforts, participating in attracting, interviewing, and hiring top talent who embody our core values. Support the practice’s strategic direction by proactively monitoring industry trends, identifying emerging opportunities, and evaluating potential impacts. Business Development (~35%) Identify and lead business development opportunities to win new clients and expand services at existing clients. Market a full range of services to prospective clients including using your existing relationships to generate new opportunities. Support market opportunities identified by business developers or other leaders within CrossCountry with client delivery or sector specific expertise. Foster a culture of growth and business development, serving as a thought leader in the market. What You'll Bring: 12 + years advising public companies on one or more of the following: IT strategy and governance, IT risk assessment, IT audit, cybersecurity, cloud computing, privacy and data protection, systems pre- and post-implementation reviews, third-party risk management, systems development life cycle controls assessment, data analytics, disaster recovery, IT regulatory compliance, and/or IT project risk management Professional services experience in a client-facing role at an accounting or consulting firm Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues Proven record of building and developing strong client relationships with C-level executives Travel: Willingness to travel domestically up to 20%-30% (varies by client). Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment) Education: Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, or other technical disciplines; Master’s degree or post graduate degree from a college or university is preferred For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits. For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits. #LI-CH1 #LI-Hybrid

Posted 30+ days ago

Aegon Asset Management logo
Aegon Asset ManagementSan Francisco, California

$31 - $41 / hour

Job Description Summary Aegon Asset Management (Aegon AM) is a leading global investor. Our 355 investment professionals manage and advise on assets of US $376 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.Position Overview:The Real Estate Construction Monitoring Analyst performs technical/financial analysis and reviews to ongoing renovation and new construction projects, property condition assessments, and supports other engineering due diligence activities for the Aegon AM Real Assets Platform, including Commercial Mortgage Loans, Construction Loans, and equity investments financed with Low Income Housing Tax Credits (LIHTC) or Direct Equity. Job Description Responsibilities: Perform technical reviews of plans, specifications, drawings, Property Condition Assessments (PCA), Seismic Risk Assessments (SRA) Capital Needs Assessments (CNA), ALTA surveys, construction plan & cost reviews, construction progress monitoring reports, draw requests, contractor pay applications, and other construction documents and submittals. Reconcile technical and financial aspects of construction draw reviews to ensure work and costs are documented. Understand and monitor critical issues for construction activities such as cost overruns, construction schedules, change orders, owner contingencies, construction delays, lien issues, contract issues, etc. Perform seismic risk assessment analysis, hurricane risk analysis, flood risk analysis, and other risk assessments related to climate change and natural hazard disasters. Support implementation of investor-driven energy efficiency and sustainability initiatives to reduce operating costs and environmental impact. Collaborate with internal asset management teams, external borrowers, and developer clients to support review of construction, inspection, and other activities. Occasional travel required to visit sites. Required Qualifications: Bachelor’s degree in construction management, engineering technology, real estate, finance, or related degree, or Associate’s degree with related experience. Analytical and research skills to handle cost reviews, plan reviews, contracts, and draw submittals. Technical and math aptitude to quickly learn the construction management field. Proficiency using MS Word, Excel, and Acrobat Adobe. Preferred Qualifications: Education and experience related to technical and financial aspects of construction reviews and draws. Knowledge of PCA, CNA, seismic risk assessments, , construction plan and cost review reports, construction draw requests, contractor pay applications (G702/G703), and construction progress monitoring reports. Experience with ArcGIS, Automation Tools, and AI. Experience with property resiliency assessments. Working knowledge of multifamily mechanical systems and building science. Familiarity with relevant building codes, regulations, and industry standards. The wage for this position generally ranges between $31.25 - $40.86 per hour. This range is an estimate, based on potential qualifications and operational needs. The hourly wage may vary above and below the stated amounts, as permitted by applicable law. Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits: Competitive Pay Bonus for Eligible Employees Benefits Package: Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health And Work/Life Balance Benefits: Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR. At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences. We are open to considering flexible working practices. Please talk to us about what this means for you. #LI-Hybrid Why Work for Us At Aegon Asset Management, we invest in You. Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success! Equal Opportunity Employer: AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: applicantsupport@aegonusa.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. Technical Assistance: If you experience technical problems during the application process, please email applicantsupport@aegonusa.com .

Posted today

CompScience logo
CompScienceSan Francisco, California

$100,000 - $110,000 / year

About CompScience At CompScience, we're not just building software, we're saving lives. We're a high-growth startup on a mission to prevent 1 million workplace injuries through bold technological innovations, ensuring that everyone can go home safe at the end of the day. Founded in 2019 and backed by investors from SpaceX, Tesla, and Anduril, we've assembled a powerhouse team that bridges two worlds: Cutting-Edge Technology: Our product, design, and engineering teams are composed of distinguished computer vision engineers, software architects, data scientists and product and design leaders from Amazon R&D, Meta, and the self-driving car industry. They bring unparalleled expertise in AI, machine learning, and design to the realm of workplace safety. Insurance Acumen: Our insurance team is made up of seasoned professionals who understand the nuances of workers' compensation policies. They work hand-in-hand with our tech experts to translate advanced analytics into tangible insurance products that truly serve our clients' needs. Our groundbreaking perception-based risk assessment program, the first of its kind, provides the most comprehensive data stream available for risk analysis and monitoring and has proven to significantly reduce accidents in some of the world's most hazardous occupations. About the Role We are seeking an innovative and detail-oriented, AI-Enabled, Risk Services Specialist to join our cutting-edge team. This role utilizes the traditional responsibilities of a Risk Services Specialist while leveraging our advanced AI and Computer Vision technologies to revolutionize workplace safety Assessments. Responsibilities Conduct remote audits of client sites using our AI/Computer Vision-based solutions Analyze video footage to identify potential safety hazards and risks Develop comprehensive risk reports based on AI-driven insights Present findings to clients and help drive adoption of mitigation strategies Collaborate with our AI and engineering teams to refine and enhance our risk assessment algorithms Provide ergonomic assessments and recommendations in manufacturing and other industrial environments Stay current with industry standards, regulations, and best practices in workplace safety and ergonomics Required Experience Bachelor's degree in Occupational Safety, Industrial Engineering, or related field 5-10 years total work experience, with at least 5 years in Occupational safety, loss control or risk management Demonstrated proficiency in using technology tools and software commonly used in risk management, data analysis, and reporting Ability to quickly learn and adapt to new systems and technology applications Strong analytical skills with the ability to interpret complex data sets Excellent written reporting and verbal communication skills Ability to work independently and as part of a cross-functional team Nice-to-have Certification in occupational safety (e.g., CSP, ASP, OHST, CHST) and industrial ergonomics (e.g., CIE, CPE) preferred Familiarity with AI and machine learning concepts, particularly in computer vision applications Construction industry experience Working at CompScience Compensation: CompScience is committed to fair and equitable compensation practices. The annual salary range for this role is $100,000 – $110,000. Compensation is determined within the range based on your qualifications and experience. Our total compensation package also includes equity and comprehensive benefits. Benefits at CompScience: Fast-paced startup environment where your ideas can quickly become reality Opportunity to wear multiple hats and grow beyond your job description Remote-first culture with home office support Comprehensive health benefits (Medical, Dental, Vision, HSA) 401(k) plan and life insurance Flexible time off and 12 weeks parental leave Professional development reimbursement Our Ideal Teammate: Thrives in a fast-paced startup and is comfortable navigating ambiguity Excited to wear multiple hats and grow rapidly Committed to our mission of saving lives through technology

Posted 30+ days ago

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Truist BankCharlotte, North Carolina

$105,000 - $135,000 / year

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Business Unit Risk Specialist engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. 2. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. 3. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. 4. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. 5. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor’s degree in Accounting, Business, Finance or related field, or equivalent education and related training. 2. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. 3. Experience in compliance and operational risk mitigation and remediation. 4. Strong communication, interpersonal, presentation and negotiation skills. 5. Proven leadership and management skills. 6. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. - The annual base salary for this position is $105,000-$135,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 1 week ago

Travelers logo
TravelersHartford, Connecticut

$114,700 - $189,200 / year

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $114,700.00 - $189,200.00 Target Openings 1 What Is the Opportunity? Designs and oversees delivery of Risk Control services to assigned accounts country-wide. Has the ability to market and sell Risk Control services in new business presentations and to existing clients. Manages account budgets while responding to customer needs. Understands exposures and controls by class of business and can effectivley communicate information to underwriting. This role reports to the Risk Control Director National Accounts. What Will You Do? Maintain a consistent field presence, spending approximately 20% - 50% of the time onsite with customers. Traveling to customers may entail long-distance, overnight travel, and/or multi-night trips depending on the needs of the business and alignment with territory and/or geography. Consult with clients on strategies for identifying hazards, evaluating existing controls and coordinating the delivery of Risk Control services that will assist them in their efforts to reduce or prevent losses. Analyze losses to identify trends and ensure the comprehensive plan addresses the loss leaders while being delivered using the appropriate resources. Negotiate and manage client expectations to achieve appropriate balance between service and cost. Influence clients to ensure commitment to service plan and implementation of recommendations. Builds and maintains productive relationships with underwriting, brokers, claim and the Risk Control service teams assigned to the account. Write technically detailed reports that communicate a clear assessment of risk and effectively articulate recommendations. Perform other duties as assigned. What Will Our Ideal Candidate Have? Bachelor's degree in related field. Insurance industry knowledge preferred. Strong communication and interpersonal skills preferred. Technical aptitude, detail oriented. Superior communication skills – both written and verbal. Ability to quickly establish credibility and rapport with all others. Experience working in a collaborative environment. Critical thinking skills. Influencing skills that effectively drive business needs. Negotiating change to achieve optimal outcomes. Ability to give and receive coaching and feedback. Recognized relevant certifications (such as ASP, CSP, ARM) preferred. What is a Must Have? Seven years of experience in safety, risk control/management, or a related field, such as occupational/environmental health and safety, science, engineering, construction, manufacturing, or relevant military experience. Valid driver's license. Must have or be able to attain appropriate certification to meet state-specific requirements, where applicable. What Is in It for You? Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Posted 1 week ago

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Armanino AdvisoryDenver, Colorado
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work . We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Risk Assurance Associates play an integral part in the audit work performed by the Firm and will work on everything from execution to completion of an audit. This work will include tests or procedures performed under general supervision that allow the Firm to collect sufficient evidence to assess whether the clients are up to date with the latest international organization reporting standards. You will help to ensure the completion of fieldwork related to client engagements including System and Organization Controls (SOC) audits, IT General Controls support, ISO Assessments, Sarbanes-Oxley (SOX), Internal Audits, and Agreed Upon Procedures engagements, and interact with clients to identify and resolve audit issues. 70% project work 10% client facing 10% internal meetings 10% continued learning Start Date: June 15, 2026 Job Responsibilities Perform testing for various audit and/or consulting engagements Interpret and analyze audit evidence, financial statement/operational data and/or information systems and draw logical conclusions Exercise professional skepticism in the critical assessment of audit evidence Utilize various systems to perform audits including communicating and obtaining evidence from clients Identify, assess, and document controls and weaknesses in client information management systems Learn and apply specialized knowledge, for example, the rules, regulations, and code of ethics of the AICPA, the pronouncements of the Financial Accounting Standards Board (“FASB”) and the AICPA, ISACA, IIA, and applicable state regulations Requirements Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Current enrollment in a bachelor’s, master’s, or certificate program in one of the following: business, accounting, finance, or equivalent Preferred Qualifications Final graduation date between December 2025 and August 2026 strongly preferred or plan to complete 150 semester/ 225 quarter unit requirement for CPA licensure eligibility between December 2025 – August 2026 strongly preferred “Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $73,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: Medical, dental, vision Generous PTO plan and paid sick time Flexible work arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino 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 To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Posted 30+ days ago

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Worthy Insurance GroupSkokie, Illinois

$50,000 - $60,000 / year

Benefits: 401(k) matching Dental insurance Free food & snacks Health insurance Paid time off Vision insurance Safety and Loss Prevention Consultant/Risk Manager Worthy Insurance, a national Property & Casualty Insurance brokerage located in Skokie, IL, is looking for a Safety and Loss Prevention Consultant to join the risk management team. The Safety and Loss Prevention Consultant will be the agency’s representative training insureds on safety policies and procedures and assist in implementing loss prevention strategies. Key Responsibilities: Agency representative for safety meetings, presentations and preventative policies and procedures for clients nationwide. Have strong working knowledge of industry operations, hazard recognition, and industry-standard loss prevention techniques. Utilize effective communication both internally and externally, including but not limited to clients, claims adjusters, account managers, producers and the remainder of the risk management team. Be a collaborative and flexible member of the risk management team. Perform or coordinate risk-specific loss prevention activities that include: hazard analysis, job safety analysis, preventative in-service training for team members, incident investigation trainings and other activities as identified. Assistance with safety program development, implementation and auditing. Develop/assist in the implementation of safety incentive programs and additional resources to help build a strong safety culture within an organization. Assist in maintaining OSHA and state equivalent compliance by providing safety materials/information. Be able to analyze and understand loss data to develop programs specific to clients needs. Develop written solutions and processes that can be implemented to better control identified exposures or to address specific loss/safety issues. Qualifications Preferred College Degree OR equivalent work experience Property & Casualty Insurance loss control experience Property & Casualty agency management system Clinical Healthcare experience (assisted living or long term care experience is a plus) Excellent oral and written communication skills The ability to present trainings and information to large groups Exceptional time management and attention to detail Superior organizational and problem solving skills Proficient with computers and standard Microsoft software packages Benefits Offered: 401K, Dental, Life, Medical, Vision, and many more Employment Type: Full-Time Why Work Here? Working at Worthy, you will feel like family; we offer great benefits, including continuing education, and growth opportunities are endless! Who We Are: Worthy Insurance focuses on providing creative insurance solutions to the healthcare, social service, and real estate industries. Worthy empowers our employees to grow with personal and professional development opportunities. We encourage our employees to be active in our communities and industry. We actively communicate goals, acknowledge successes, and show appreciation for our team. Worthy employees enjoy: Generous Paid Time Off 401k with company match Health, Dental, and Vision Insurance Gym Membership Insurance education bonus program Paid Time Off for Volunteering Compensation: $50,000.00 - $60,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you’re looking for a career that offers flexibility, job stability, competitive compensation, and more, then you’ve come to the right place! Working with an independent agency is a great career choice. Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price. The demand for insurance professionals is growing every day! Is this career right for you? This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to Big I of Illinois Association.

Posted 6 days ago

USAA logo
USAASan Antonio, North Carolina

$103,450 - $197,730 / year

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated [title], you will be positioned in the first line of defense to ensure the overall effectiveness of risk and compliance management programs, risk analytics and operations in the business. This role will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance. Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls. Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools. Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights. Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks. Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts. Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation. Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders. Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases. Provides control oversight to ensure compliance with laws and regulations. Serves as a primary resource to team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities. Knowledge of federal laws, rules, and regulations, to include: UDAP/UDAAP, FRB Regs A-Z, NAIC, and GLBA. What sets you apart: Excellent communication and relationship-building abilities, with a shown history of influencing senior leaders and collaborating with Compliance, Risk Management, Business Operations, Audit, and IT departments. Solid understanding of Governance, Risk, and Compliance (GRC) platforms (e.g., EQAM, ServiceNow) and data visualization tools (e.g., Power BI, Tableau) for automating metrics and reporting. Professional certifications such as Certified Regulatory Compliance Manager (CRCM), Certified Risk Enterprise Professional (CERP), or similar risk/compliance designations are a plus. Working knowledge of the Join USAA experience Strong attention to detail and a self-starter US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $103,450 - $197,730. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Posted 1 day ago

Huntington National Bank logo
Huntington National BankMinnetonka, Minnesota

$77,000 - $154,000 / year

Description Summary Huntington's front-line Technology Risk & Control partners with technology teams, and across the lines of defense, to proactively identify and assess technology, data, and cyber risk, provide consultation on effective risk mitigation strategies, and monitor risk and control environment health. As a front-line Technology risk colleague, you will have the opportunity to provide essential insights to enable more effective risk identification, mitigation, and a culture of risk awareness. Description The Risk Transformation & Maturity team is responsible for transforming and maturing front-line Technology Risk & Control, ensuring that people, processes, and tools are developed to support a sustainable long-term risk and control operating model. As a Risk Maturity colleague, you will apply your knowledge of risk management best practices and strategic engagement to influence, design, and implement the next phase of our maturity journey within the Huntington front-line Technology risk organization. This is a key role to ensure team and stakeholder engagement with our mission and strategy via clear and consistent communication. An ideal candidate will be able to self-direct within ambiguity, develop relationships and influence future state processes, and drive execution and adherence to changes. Responsibilities Manage executive-level communications and messaging for the Technology Segment Risk team. Prepare briefing documents, presentations, and speaker notes for the Segment Risk Officer's key meetings, including executive level governance committees. Create and manage the communication strategy for the Tech Segment Risk team, including leveraging a variety of communication channels to inform and inspire action and adherence across the team, key partners, and broader organization. Draft internal communications such as organizational announcements, strategy updates, and other valuable team information to ensure consistent and clear messaging. Organize and facilitate key business routines, such as operating reviews, governance forums, and team all-hands meetings, including setting agendas, preparing materials, and driving follow-ups for action items. Manage the calendar of key routines and communications to ensure materials are completed in a timely manner with prerequisite reviews. Develop and maintain strategic partnerships with senior leaders across all lines of defense. Basic Qualifications: Bachelor’s degree or relevant related experience At least 5 years of experience in Risk Management, Operational Risk, Operations, Business Support, Communications, or a combination. Proven ability to create and deliver executive-level communications that clarify complex strategies and drive stakeholder alignment. Proficiency in MS Office suite; advanced PowerPoint skills. Preferred Qualifications: Advanced knowledge of risk management principles and regulatory compliance requirements. Strong organizational, analytical, critical thinking and problem-solving skills. Excellent verbal and written communications and the ability to communicate and present requirements and issues clearly and concisely. Strong interpersonal skills and ability to build strong partnerships and work collaboratively at all levels of the organization. Ability to deal with ambiguity, multi-task and work in a fast-paced environment. 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. Compensation Range: 77,000.00 - 154,000.00 USD Annual 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.

Posted 3 days ago

First Insurance Agency logo
First Insurance AgencyKerrville, Texas

$20,000 - $50,000 / year

The Commercial Lines Producer at First Insurance Agency is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales. Benefits/Perks Competitive Pay Professional Development Job Stability in a growing industry Full Time Position Paid Vacation Earned Retirement Plan Available Group Health Insurance Benefits Responsibilities Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication. Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs. Actively partner, network, and plan for new clients and business opportunities. Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Support and prepare clients for renewal and retention and maintain strong client relationships. Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. Review client audits, verify and facilitate corrections as needed and maintain A/R and billing Qualifications Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience. Possess a valid driver’s license and a source of reliable transportation. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base. Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales. Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients. Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills. Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems. Compensation: $20,000.00 - $50,000.00 per year If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice! IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community. IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?

Posted 3 days ago

Morgan Stanley logo
Morgan StanleyBaltimore, Maryland

$90,000 - $155,000 / year

Company ProfileMorgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the people of Morgan Stanley provide our clients with the finest thinking, products and services to help them achieve even the most challenging goals. As a market leader, the talent and passion of our people is critical to our success. We embrace integrity, excellence, teamwork and giving back.Department ProfileProfessionals within the Legal and Compliance Division (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policymakers and the regulatory and self-regulatory agencies that govern the firm's businesses.The Non-Financial Risk (NFR) Department forms the second line of defense for the management of the firm's non-financial risks, including Financial Crimes, market manipulation or abuse, and Operational risk. NFR Data & Analytics, a function in the Legal and Compliance Division, is responsible for designing and optimizing surveillance models, approaches, and tools using advanced analytical techniques like supervised and unsupervised machine learning, and evolving techniques like graph analytics. These surveillances and other tools help identify suspicious and/or illegal behaviors such as money laundering, market manipulation, insider trading, unfair sales or trading practices, and other financial crimes.Primary ResponsibilitiesModel Documentation/Monitoring & Oversight> Draft comprehensive documentation on the design of models within LCD.> Establish ongoing monitoring controls, collaborating with quantitative analysts and subject matter experts to develop or enhance models.> Assist in the tuning and optimization of various Financial Crime Compliance (FCC) models, including those used for Trade Surveillances, Transaction Monitoring, and Sanctions screening, potentially involving machine learning or artificial intelligence.> Support model developers and vendors in performing thorough testing of the models, as well as designing challenger models or compensating controls to ensure optimal model performance.> Maintain existing LCD models by executing or overseeing qualitative analyses related to ongoing monitoring, periodic assessments, above-the-line testing, below-the-line testing, and tuning.> Conduct internal and external research on new trends in modeling approaches, perform gap analysis with existing model controls, provide proposals, and assist stakeholders in implementing proposed solutions.> Perform root-cause analyses associated with potential anomalies detected in model performance.> Document or oversee the documentation of analyses, recommendations, and rationales for each activity related to the models. Model Governance and Reporting responsibilities> Manage and maintain the model risk governance framework for FCC models, ensuring adherence to internal Model Risk Management (MRM) policies and regulatory standards (e.g., OCC 2011-12, SR 11-7, PRA SS1/23).> Assist in the preparation of periodic and ad hoc metrics reports for senior management, including through the evaluation and enhancement of existing metrics and supporting processes> Track and report model changes and results of model tuning and optimization activities to LCD advisory heads, the Model Risk Management, and the Internal Audit groups> Liaising with the MRM Group, the Internal Audit Department, Regulatory Bodies, and other stakeholders as needed during reviews, validations, and exams to fulfRequired Skills> Bachelor's degree with strong academic credentials with a degree in business, economics, finance, management information systems, management, risk management, or related fields from a top tier university.> At least 4 years’ relevant experience would generally be expected to find the skills required for this role, preferably in Financial Crime Compliance, Model Risk Management, Risk Control, or related domains within Financial Services> Good understanding of AML, Sanctions, and/or Trade Surveillance models> Excellent communication and presentation skills, with ability to convey complex technical concepts to non-technical stakeholders> Strong analytical thinking and critical reasoning skills, with the ability to be self-motivated and work independentlyDesired Skills> An understanding of Fed SR 11-7/ OCC Bulletin 2011-12 on Model Risk Management or related domains in Financial Services> Curious and eager to stay informed of regulatory developments impacting model risk and financial crime compliance (e.g., AML, Sanctions, Market Abuse etc.)> An understanding of models, financial markets, and banking> Proficiency in data analysis tools (e.g., SQL, Python, Excel) and visualization (e.g., Power BI, Tableau) is a plus.> Experience in defining and owning product roadmaps and their delivery WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Expected base pay rates for the role will be between $90,000.00 and $155,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Leavitt Group logo
Leavitt GroupMorgantown, West Virginia
Are you a motivated sales professional looking for uncapped earnings and long-term career growth? Dick Moore Insurance, a Leavitt Group agency, is looking for a motivated B2B outside sales professional in the Fairmont, WV area. If you thrive in consultative sales, get excited by uncapped earnings potential, and want to build a lasting career in a respected and stable industry, this opportunity is for you. As a Risk Advisor, you will have the opportunity to build trusted, long-term relationships with C-suite executives and business owners, helping protect their businesses with tailored risk management strategies. Our top advisors achieve extremely lucrative careers, while also enjoying a well-balanced life with their families. We understand that our sales force is the lifeblood of our company. We believe in hiring the right individuals, providing them with the training, tools, and support they need to thrive, and recognizing their success. The clients you serve will benefit from competitive and sophisticated risk management solutions. You’ll work alongside a team of experienced professionals, many of whom are recognized as regional and national leaders in their fields. Using a consultative approach, you’ll engage prospects to uncover their challenges and craft effective strategies. Backed by strong internal partnerships and agency experts, you’ll have the tools and support needed to offer a comprehensive suite of risk management services. Leavitt Group is one of the largest privately held brokerages in the US which allows us the unique autonomy to offer local leadership, while having the resources of a national brokerage for our advisors and clients. Leavitt Group brings national strength and local trust to the communities and clients they serve, with a rich history and culture that separates us from others in the industry. To learn more about Leavitt Group and this role, please visit: https://www.leavitt.com/careers/insurance-advisors https://www.leavitt.com/dickmooreagency/ Compensation And Benefits At Leavitt Group, we are committed to investing in the success of our sales professionals by offering a competitive and rewarding package that includes: Compensation aligned with your experience and proven performance Uncapped commissions on both new and renewal business Premier sales incentive trips (2024 Ireland, 2025 Danube River Cruise, and Maui on the horizon for 2026) Comprehensive benefits package to support your health and well-being Dedicated expert support staff to help you succeed Recognition through sales competitions with exciting rewards Qualifications 2+ years of outside B2B sales #LI-Hybrid #LI-AB1

Posted 6 days ago

SEI logo
SEICharlotte, North Carolina
WHO WE LOOK FOR An SEI-er is a master communicator and active listener who understands how to navigate an audience. Self-aware, almost to a fault, SEI-ers keenly understand how to adjust their support and problem solving based on the situation. Following a logical, fact-based approach, SEI-ers possess the superior ability to see correlations others may not, ask the right questions and drive solutions. As super-connectors, they connect not only people, but data, trends and experiences. Mature, humble, and genuine, SEI-ers frequently go above and beyond for both their clients and their colleagues. SEI-ers are ethical and trustworthy individuals who consistently and repeatedly follow through, and hold true to their values in difficult situations. SEI-ers have an insatiable curiosity and love to learn. These individuals are commonly tech savvy and early adopters. Their passion for learning is infectious and excites others. As every project is different, an SEI-er must be adaptable and comfortable with unexpected situations. SEI-ers define ambition differently. They are authentic, low-maintenance individuals who truly enjoy one another- they like to hang out with colleagues outside of work, collaborate and hold one another accountable. SEI-ers enjoy working with genuine, thoughtful folks who want to steer clear of the traditional grind and share the joy of day-to-day life and activities with colleagues, friends, and family. WHAT WE DO Our Security and Compliance consultants work with clients at all levels of the organization, from the C-suite to the shop floor, helping them to deliver on their most strategic initiatives. We’re known for making realistic, data-driven decisions that deliver value in tangible ways to our clients. Our clients ask for us on projects that require a superior combination of technical and business capabilities, people and management skills, and a collaborative mindset. We excel in understanding complex programs and strategic initiatives and breaking them into actionable pieces. We are actively looking for professionals in the following areas: Compliance Information Security Risk Management Data Privacy The ideal candidate’s experience may include but is not limited to the following: Management or participation in Cybersecurity, Information Security, Risk, Compliance and/or Data Privacy Programs or Projects Sample projects/programs could include but are not limited to: Compliance framework mapping and implementation, Regulatory mapping and implementation Audit, risk or regulatory remediation management, Readiness for new laws and regulations, Risk, Compliance or Information Security risk reporting and monitoring Creation of roadmaps to mature or advance Risk, Compliance or Information Security Strategies/Programs/Controls Design and enablement of cyber controls functions and processes Change management related to regulatory adoption or compliance changes Audit or certification readiness Familiarity or direct experience with GRC/Cybersecurity solutions, tools and technologies Control design or maturation for high-demand technical areas such as ERP, Identity and Access Management, Business Continuity and Resiliency, Cloud Knowledge of and/or application of industry specific regulations, laws, and standards such as the EU-GDPR, CCPA/CPRA, HIPAA, PCI Knowledge of and/or application of compliance and security frameworks and standards such as COSO, NIST, ISO Management of regulatory, internal or external audits, or experience as an auditor Projects or roles requiring coordination across lines of defense working with technical, business, compliance, risk and audit teams to deliver solutions Work or projects with military or federal government agencies in Risk, Compliance or Information Security/Cyber Security sectors Certifications: CIPP, CRCM, CRM, ARM, CISSP, CISM QUALIFICATIONS Required- Alignment to our core values: Excellence, Participation, Integrity, and Collaboration Hungry, Humble, Smart Demonstrated business and technology acumen Strong written and verbal communication skills Understanding and experience solving real business problems Proven track record of delivering results Experience working with and/or leading a team Ability to work across industries, roles, functions & technologies Authorization for permanent employment in the United States (this position is not eligible for immigration sponsorship) Preferred- Bachelor’s degree 8+ years professional experience Experience across our service offerings Systems Evolution, Inc. (SEI) is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law

Posted 30+ days ago

RSM logo
RSMIrvine, California

$66,100 - $109,500 / year

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. As an associate in RSM’s growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside a client’s internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Maintain a positive attitude and a strong work ethic Conduct yourself in a professional manner Work collaboratively with others and show an interest in learning from more experienced team members Develop meaningful relationships with team members Support RSM’s goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Learn about various industries and clients that we serve in the middle market and leverage your understanding to become your clients’ trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client’s business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients’ internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Talent Experience Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received Support recruiting efforts by understanding and promoting the RSM brand Business Development Stay current on recent events pertaining to your respective clients and related industries Participate in relevant industry associations and learning/development events to start building industry perspective and contacts Build an internal network and become aware of other services provided by the firm Position Required Qualifications Bachelor’s or master’s degree. Effective communication skills, both verbally and in writing Preferred Qualifications 1 year of experience working for a financial institution, consulting firm, or regulatory agency, in internal audit, model validation, or controls testing. Qualified to pursue a job relevant certification (e.g. CPA, CIA) Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective time management and prioritization skills Strong analytical, attention to detail, and organizational skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status ; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here . At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $66,100 - $109,500

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankColumbus, Ohio
Description Summary: The Segment Risk Manager Sr is responsible for oversight and administration of operational and regulatory risk strategy programs for major units within the Operations Segment with significant span of control. Duties & Responsibilities: Identify, measure, and monitor risk within business units supported. Work with business segment management to ensure that the overall risk within the business unit is mitigated within appetite. Evaluate effectiveness of controls. Direct self-monitoring and testing activities to ensure that they are performed in accordance with Corporate Risk Management requirements. Evaluate the adequacy and effectiveness of enterprise and regulatory controls and the resulting risk and control self-assessments. Deliver timely escalation of all issues requiring attention to senior management. Collaborate with audit/business segment/corporate risk to address issues with plausible action plans and target dates. Validate and document the effectiveness and sustainability of remediation steps completed by the business unit to resolve open issues/findings. Work with business segment management to coordinate audit and exam activities with internal and external auditors / examiners. Maintain business process maps in accordance with enterprise standards. Performs other duties as assigned. Basic Qualifications: Bachelor’s degree 7+ years of experience in Audit, Compliance, Risk Management or Operational Risk, or similar business experience. ​ Preferred Qualifications: Strong interpersonal skills and ability to build strong partnerships and work collaboratively with all businesses. Advanced knowledge of risk management principles and regulatory compliance requirements. Strong organizational, analytical, critical thinking and problem-solving skills. Excellent verbal and written communications and the ability to communicate and present requirements and issues clearly and concisely. Ability to deal with ambiguity and navigate through complex situations. Demonstrated ability to influence change, multi-task and work in a fast-paced environment. Proficiency in MS Office suite. Risk certification (CISSP, CISA or CRISC). Knowledge of commercial lending products and regulatory requirements associated with those products. 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 is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$108,000 - $154,500 / year

We are seeking a skilled and experienced Director to provide audit coverage for application and system infrastructure supporting the Non-Financial Risk (Legal and Compliance) Technology Audit team.The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley’s system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm’s risk management framework to foster continual improvement of risk management processes. This is a Director level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Location : New York, NY (4x per week in office) What you'll do in the role : Help identify risk and impact to relevant coverage area to prioritize areas of focus Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner Assist in managing multiple deliverables in line with team priorities Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers What you'll bring to the role : Understanding of business line and key regulations relevant to coverage area Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) Ability to identify and analyze multiple data sources to inform point of view Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly A commitment to practicing inclusive behaviors At least 4 years' relevant experience would generally be expected to find the skills required for this role Relevant certifications (i.e., CISA, CISSP, CEH, OSCP, etc.) preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $108,000 and $154,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 2 days ago

Travelers logo
TravelersHartford, Connecticut

$24 - $25 / hour

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $24.00 - $25.00 Target Openings 4 What Is the Opportunity? Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible.Travelers has built a solid reputation as a leading insurance company and employs some of the most talented, passionate people in the industry and provides endless opportunities for those willing to reach for them. With over 105 years of experience in property risk control and safety management, plus leading industrial hygiene, fire and forensics laboratories, Travelers Risk Control has the expertise to provide customers with recommendations to help control hazards and reduce risks of property damage or injury. If you're driven and passionate about what you do and work each day to make an impact, you might be interested in an opportunity with Travelers. Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role. What Will You Do? Under direct supervision, the main responsibility of this internship opportunity is to develop risk control and general insurance industry knowledge, and to assist in providing risk control support to home office leadership, commercial or construction field consultants, or staff within our specialist disciplines (property, casualty services, forensics / industrial hygiene lab). This is a 10-12 week paid position. Internship responsibilities and activities involve working within a team environment and may focus on any of the following: As an active member of the team, assisting in: preparing, conducting, and completing risk evaluations of client locations determining the potential hazards and risk factors to be considered in risk selection identifying uncontrolled hazards and making appropriate recommendations consulting with clients on ways to control hazards to help them reduce, mitigate, or prevent loss Researching and apply technical information to support current risk control service efforts Attending co-surveys with experienced Risk Control staff to learn and develop consulting skills Collaborating with Underwriting, Claim, Clients, BI Business Partners and other Risk Control staff Completing one Capstone project and presentation to senior management on a relevant Risk Control topic Ensuring timely completion of assignments Perform other duties as assigned. What Will Our Ideal Candidate Have? The candidate should demonstrate proficiency in the following areas: Leadership. Excellent verbal and written communication skills and presentation abilities. Strong self-awareness, interpersonal skills and relationship-building abilities. Effective organizational skills. Demonstrated critical thinking skills. Propensity and desire to learn rapidly and adapt quickly to change. Ability to work independently. Knowledge of Microsoft Office Suite and other business-related software. Available to work 40 hours per week for the duration of the internship. What is a Must Have? GPA of 3.0 or higher in a relevant degree program: Environmental Health and Safety, Occupational Health, Allied Health, Fire Protection Engineering, Kinesiology, Construction Safety, Construction Management, Biochemistry, Chemistry, Computer and Digital Forensics, Civil or Industrial Engineering, Science or Business. Social Science and Humanities students with interest and aptitude will also be considered. Must be registered as a returning student and have completed related work studies. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Posted 1 week ago

Morgan Stanley logo
Morgan StanleyDallas, Texas
The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the SeniorRisk Officer and/or the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management/Compliance/Legal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Complex has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and/or Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge/Skills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve market problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 6 days ago

B logo
Baldwin Group ColleagueTampa, Florida
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.The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options.PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level.Broad background in products, general client and policy matters and applicable challenges in the industryAbility and experience in understanding client's financial situations and personal circumstances.Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and businessExcellent interpersonal skills and face-to-face relationship building abilitiesProviding complex client and risk management servicesHave working relationships with industry partners and utilizing these specialists and network for the betterment of their clients’ service and support and their own expertise. The job requires keeping current about developments in industry, insurance laws and strategies for policy management.Build and solidify client relationships through a distinctive experience that leverages the unique value proposition of the firm's businessManages client relationships with goal of developing first call status for all insurance planning and needs.Provide information related to new insurance products, regulatory issues, and new policiesEnsure conformance with entire company guidelines and regulatory policiesIdentify customers ' insurance needs by basic modulesProvide different insurance products to attain successfully identified needsMaintain and update records as well as files on existing customersPrioritize customer requirements and cross-sells services and products of varied company business linesStrong quantitative and analytic skills are essential.Ability to support advisors and assist in managing book of businessIdentify changing needs and develop strong customer relationshipsPlan and conduct customer meetings to review current accounts KNOWLEDGE, SKILLS & ABILITIES: Excellent verbal and written communication skills. Ability to analyze complex risk exposures, and existing insurance coverages, and develop and communicate appropriate recommendations for clients and prospects through risk mapping. Makes sound judgments and decisions based on objective analysis and multiple perspectives. Intermediate to advanced knowledge of Microsoft apps: Excel, PowerPoint, Publisher, PowerPoint, Outlook, Word. Ability to learn appropriate insurance company and firm software systems. Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. EDUCATION & EXPERIENCE: Bachelors Degree required10+ years of demonstrated advisory, client management and plan management experience preferredMaintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment requiredOTHER:Fast paced, multi-tasking environment.Some travel may be required.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 accommodation to applicants and colleagues who need them for medical or religious reasons. 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.

Posted 30+ days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersCharlotte, New York

$155,000 - $410,000 / year

Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Director Job Description & Summary At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively.In regulatory risk compliance at PwC, you will focus on confirming adherence to regulatory requirements and mitigating risks for clients. You will provide guidance on compliance strategies and help clients navigate complex regulatory landscapes. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. As a Director 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 : 10 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 thought leader 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 thought leader 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-workPwC 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.The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 6 days ago

CrossCountry Consulting logo

Director - Technology Risk

CrossCountry ConsultingSan Francisco, CA

$169,000 - $344,000 / year

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Job Description

By joining our rapidly growing Risk Advisory practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success.

As a Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry’s leadership team. In this role you will drive delivery and growth across a range of technology risk areas: IT controls; IT governance, risk, and compliance; cybersecurity; cloud; and emerging technologies. 

What You'll Do:

  • Client Delivery:
  • Supervise and provide an extensive array of services in IT Governance, Risk, and Compliance (IT GRC), IT Controls Optimization, Cybersecurity, Cloud, and Emerging Technology to both new and existing clients
  • Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities
  • Deliver high-quality consulting services by taking personal ownership of client engagements, ensuring that deliverables are practical and impactful
  • Share technical expertise by authoring thought leadership materials such as case studies, white papers, and learning materials, and represent CrossCountry at industry events

  • Practice Leadership:
  • Manage client engagements, maintaining strong relationships with senior client personnel and ensuring high-quality deliverables and client satisfaction.
  • Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve multi-faceted issues.
  • Actively contribute to talent acquisition and retention efforts, participating in attracting, interviewing, and hiring top talent who embody our core values.
  • Support the practice’s strategic direction by proactively monitoring industry trends, identifying emerging opportunities, and evaluating potential impacts.

  • Business Development (~35%)
  • Identify and lead business development opportunities to win new clients and expand services at existing clients.  Market a full range of services to prospective clients including using your existing relationships to generate new opportunities.
  • Support market opportunities identified by business developers or other leaders within CrossCountry with client delivery or sector specific expertise.
  • Foster a culture of growth and business development, serving as a thought leader in the market.

What You'll Bring:

  • 12 + years advising public companies on one or more of the following: IT strategy and governance, IT risk assessment, IT audit, cybersecurity, cloud computing, privacy and data protection, systems pre- and post-implementation reviews, third-party risk management, systems development life cycle controls assessment, data analytics, disaster recovery, IT regulatory compliance, and/or IT project risk management
  • Professional services experience in a client-facing role at an accounting or consulting firm
  • Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
  • Proven record of building and developing strong client relationships with C-level executives

Travel:

  • Willingness to travel domestically up to 20%-30% (varies by client).
  • Availability to work on client site or in office 3 days a week, with 2 days remote (hybrid environment)

Education:

  • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, or other technical disciplines; Master’s degree or post graduate degree from a college or university is preferred 
For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits.
For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $169,000 - $344,000 per year + annual bonus + additional benefits.

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