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Holmes Murphy logo
Holmes MurphyDenver, Colorado
Job Description: Basic Function: The purpose of this position is to unlock the unique potential of clients and help solve their real-world business problems, by providing all aspects of high-quality risk and safety solutions. The Sr. Risk and Safety Consultant advises clients and internal staff in alignment with division and company vision, mission and strategy. This includes detailed analysis of client’s risk management program and staying abreast of changes in the insurance market. Additionally, this individual will provide risk assessment and development of solutions for improving or mitigating loss experience and expanding business opportunities. Serve as elite expert and leader in their field and within agency for servicing large, unique and/or high-profile clients. Essential Responsibilities: Serve our current clients by identifying areas for improvement in their risk management programs and providing solutions to close noted gaps. Services provided include all insurable risks (workers’ compensation, auto, property, and liability, etc.), regulatory compliance and reporting, and include loss sensitive and captive risk management programs. Provide analysis, consultation, oversight and direction of large and complex clients’ risk management programs and processes. Assist clients in enhancing their safety performance and culture. Provide on-site and remote client services such as: training seminars, on-site hazard assessments, strategy development, crisis management procedures, loss trend analysis, policy/procedure development, goal setting, and monitoring of program success and recommended future initiatives. Provide catastrophic investigation/analysis/coordination of accident/incidents. Help grow Holmes Murphy’s business by participating in prospective client meetings and assessments to understand each prospect’s unique needs. Propose service ideas to help each client reach their greatest potential. Work with carrier loss control and underwriting personnel to provide the greatest value to our shared clients. Additional Responsibilities: Perform research and follow-up for clients on safety related issues and questions. Build and maintain relationships with internal and external stakeholders that may include clients, service consultants, claims consultants, and producers. Maintain active contacts within safety, risk management, and insurance to keep informed of innovative technologies and best practices that may benefit our clients. Provide guidance and input for company blogs, newsletters, videos, and other digital communications. Remains active in local and national risk/safety organizations and presents at educational conferences in areas of expertise. Assist internal team with prospective clients as requested, including participating in meetings, client assessments, providing input on RFPs and with making presentations. Performs special projects and other duties as requested. Knowledge, Skills and Abilities: Advanced technical and insurance risk management knowledge and the ability to apply that knowledge in the performance of job duties. Advanced presentation and critical thinking skills. Demonstrated ability to influence decisions through effective written and verbal communication with persons at all levels in an organization is critical. Proficient computer skills in Microsoft Word, Excel, Outlook and PowerPoint and other technology platforms as needed, such as agency management system. Demonstrated ability to be a self-starter with an entrepreneurial spirit and a focus on continuous improvement. The ability to adapt to the changing conditions of the insurance marketplace and a willingness to update your skills to meet those needs. Demonstrated ability to work with detail, follow directions and maintain a high level of accuracy. The ability to learn and use advanced technology associated with job functions is critical. The ability to maintain high level confidentiality relating to all duties and responsibilities. High level of organizational ability; able to handle and prioritize multiple tasks. Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements. Ability and willingness to pursue relevant designations and/or continuing education, as appropriate. Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to exert up to 10 pounds of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull objects. Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies. Competencies In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include: Core Competencies Trust: Build trust through honest and caring actions and consistently do the right thing. Communication: Seek understanding to convey messages and information to others in a caring and constructive manner. Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience. Teamwork: Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths. Technical Competencies: Compliance Knowledge: Understands and utilizes compliance knowledge (general and/or industry specific regulatory requirements) to conduct comprehensive assessments, including identifying and evaluating potential risks within general or client operations. Problem Solving: Ability to efficiently identify problem(s), leverage resources to determine root cause(s) and propose and implement solutions or make improvements. General Working Conditions: General office conditions exist to meet our in-person attendance requirements. Requires extended periods of sedentary work. Involves frequent computer use and focus on data management. Work in an open-plan office setting with minimal private workspace and frequent interruptions. Occasional overnight travel may be required, depending on project needs. Qualifications: Education: Bachelor’s degree in safety program or equivalent education and/or experience. Advance degree preferred. Licensing: Industry-related designations or certifications such as ASP, CSP, CHST, OHST, ARM, and CFPS preferred. Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire. Experience: 7+ years of experience as a company safety manager, insurance professional, or similar technical role and experience providing risk and safety services to large complex businesses preferred.

Posted 6 days ago

Morgan Stanley logo
Morgan StanleyBaltimore, Maryland

$70,000 - $125,000 / year

We are seeking someone to join our team as a Global Financial Crimes (GFC), Client Risk Unit Professional.In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within the Client Risk Unit which is responsible for evaluating client relationships that pose the highest financial crimes risk, while also serving as a check and challenge over the first line's execution of enhanced due diligence.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.In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates day-to-day implementation of the Firm's financial crime prevention efforts. Including governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs.If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. What you'll do in the role: - Review enhanced due diligence for both new and existing higher risk clients including analyzing corporate structures and other documentation as necessary- Analyze and escalate financial crimes negative news as necessary- Determine and provide guidance on the appropriate client risk ranking- Review of client accounts for potential matches to designated sanctions targets and prohibited persons lists- Engage various third-party and internal databases to assist with due diligence searches as needed- Develop an understanding of anti-money laundering regulations, policies, and procedures- Provides guidance on policy and procedures to various stakeholders- Provides advisory on client risk and due diligence issues to business and operational stakeholders- Supports change and remediation projects focused on the Firm's CDD framework, as needed- Conduct trainings for various stakeholders What you'll bring to the role: - Bachelor's degree or equivalent military experience- Strong analytical skills- Excellent written and verbal communications skills, attention to detail and strong time management skills- Ability to interact in a mature and professional manner with a variety of individuals- General knowledge of investing and markets and the ability to research or must evidence the ability to learn and adapt quickly- Excellent judgment, initiative, and adherence to deadlines- Ability to interact with branch office and business unit personnel and be willing to receive and apply feedback on work product from supervisor(s)- Fluent in Spanish or Portuguese desired but not required- Certification as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license - or certification within first 15 months of employment 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. Where You'll be WorkingThis role will require in office attendance 3 days/week. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. 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. Salary range for the position: $70000 - $125000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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 today

U logo
University Healthcare AllianceNewark, Nebraska

$44 - $57 / hour

If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day- 08 Hour (United States of America) This is a Stanford Health Care- University Healthcare Alliance job. A Brief Overview The Senior Risk Adjustment Coder will perform code audits and abstraction in accordance with all state regulations, federal regulations, internal policies, and internal procedures. The HCC Coding Auditor Senior will be involved with activities of quality assurance auditing and risk adjustment code abstraction for the following programs: including but not limited to Medicare Advantage Risk Adjustment. Locations Stanford Health Care- University Healthcare Alliance What you will do Risk Adjustment Review May perform prospective and concurrent Clinical Documentation Improvement (CDI) workflows as well as retrospective auditing Reviewing medical records to ensure accurate HCC coding and identify opportunities for recapture and suspect diagnoses. Evaluating medical records to verify that M.E.A.T criteria support the submitted diagnosis codes. Inquire with clinicians the recommended HCC diagnosis for chart addendum. Collaborating with other departments to address coding updates and support risk adjustment programs. Compliance Reporting Tracking and reporting review results that will be used to develop education and training materials on risk adjustment coding and/or documentation best practices. Assist with the implementation of emerging coding and compliance laws and regulations and assist with implementing privacy policies. Maintain current knowledge of risk adjustment coding guidelines by conducting research, reading professional publications, and maintaining professional networks. Attending coding seminar, webinars and medical organization meetings. All other duties as assigned including department-specific functions and responsibilities: Performs other duties as assigned and participates in organization projects as assigned. Adheres to safety, P4P’s (if applicable), HIPAA and compliance policies. Education Qualifications High school diploma or GED equivalent. Bachelor's Degree preferred. Experience Qualifications 5+ years of work experience in a risk adjustment program supporting and communicating with clinicians with prospective and/or concurrent role within a healthcare setting with demonstrated knowledge and of regulatory billing and coding guidelines. Understanding of the professional revenue cycle preferred. Required Knowledge, Skills and Abilities Knowledge of CPT, HCPCS and ICD-10 codes and rules. Ability to analyze and develop solutions to complex problems. Ability to perform research regarding complex coding and regulatory guidelines. Ability to work effectively both as a team player and leader. Ability to apply judgment and make informed decisions. Ability to foster effective working relationships and build consensus. Ability to make effective oral presentations and prepare concise written reports to a variety of audiences. Ability to plan, organize, prioritize, work independently and meet deadlines. Knowledge of computer systems and software used in functional area. Knowledge of local, state and federal regulatory requirements related to areas of functional responsibility. Demonstrated knowledge of CPT, HCPCS and ICD-10 codes and rules. Ability to establish and maintain collaborative effective working relationships. Ability to bring together multi-disciplinary teams to seek consensus and value problem. Licenses and Certifications CPC - Certified Professional Coder and CRC - Certified Risk Adjustment Coder CCDS - Cert Clinical Document Spec preferred Physical Demands and Work Conditions Physical Demands Constant Sitting. Frequent Walking. Occasional Standing. Occasional Bending. Occasional Squatting. Occasional Climbing. Occasional Kneeling. Seldom Crawling. Constant Hand Use. Constant Repetitive Motion Hand Use. Frequent Grasping. Occasional Fine Manipulation. Frequent Pushing and Pulling. Occasional Reaching (above shoulder level). Frequent Twisting and Turning (Neck and Waist). Constant Vision (Color, Peripheral, Distance, Focus). Lifting Frequent lifting of 0 - 10 lbs. Occasional lifting of 11 - 20 lbs. Seldom lifting of 21 - 30 lbs. Seldom lifting of 31 - 40 lbs. Seldom lifting of 40+ lbs. Carrying Frequent lifting of 0 - 10 lbs. Occasional lifting of 11 - 20 lbs. Seldom lifting of 21 - 30 lbs. Seldom lifting of 31 - 40 lbs. Seldom lifting of 40+ lbs. Working Environment Occasional Driving cars, trucks, forklifts and other equipment. May be required to drive personal vehicle to sites. Constant Working around equipment and machinery. Office equipment (computers, phones, fax, copy machines, printers, 10-key, etc.). Seldom Walking on uneven ground. Seldom Exposure to excessive noise. Seldom Exposure to extremes in temperature, humidity or wetness. Seldom Exposure to dust, gas, fumes or chemicals. Seldom Working at heights. Seldom Operation of foot controls or repetitive foot movement. Seldom Use of special visual or auditory protective equipment. Seldom Use of respirator. Seldom Working with biohazards such as blood borne pathogens, hospital waste, etc.. Seldom Other (please list each item under Comments):. Blood Borne Pathogens Category III - Tasks that involve NO exposure to blood, body fluids or tissues, and Category I tasks that are not a condition of employment Travel Requirements 10% travel: These principles apply to ALL employees: SHC Commitment to Providing an Exceptional Patient & Family Experience Stanford Health Care sets a high standard for delivering value and an exceptional experience for our patients and families. Candidates for employment and existing employees must adopt and execute C-I-CARE standards for all of patients, families and towards each other. C-I-CARE is the foundation of Stanford’s patient-experience and represents a framework for patient-centered interactions. Simply put, we do what it takes to enable and empower patients and families to focus on health, healing and recovery.You will do this by executing against our three experience pillars, from the patient and family’s perspective: Know Me: Anticipate my needs and status to deliver effective care Show Me the Way: Guide and prompt my actions to arrive at better outcomes and better health Coordinate for Me: Own the complexity of my care through coordination Equal Opportunity Employer Stanford Health Care (SHC) strongly values diversity and is committed to equal opportunity and non-discrimination in all of its policies and practices, including the area of employment. Accordingly, SHC does not discriminate against any person on the basis of race, color, sex, sexual orientation or gender identity and/or expression, religion, age, national or ethnic origin, political beliefs, marital status, medical condition, genetic information, veteran status, or disability, or the perception of any of the above. People of all genders, members of all racial and ethnic groups, people with disabilities, and veterans are encouraged to apply. Qualified applicants with criminal convictions will be considered after an individualized assessment of the conviction and the job requirements. Base Pay Scale: Generally starting at $44.13 - $57.36 per hour The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. This pay scale is not a promise of a particular wage.

Posted 1 week ago

Whatnot logo
WhatnotPhoenix, Arizona
🚀 Join the Future of Commerce with Whatnot! Whatnot is the largest live shopping platform in North America and Europe to buy, sell, and discover the things you love. We’re re-defining e-commerce by blending community, shopping, and entertainment into a community just for you. As a remote co-located team, we’re inspired by innovation and anchored in our values . With hubs in the US, UK, Germany, Ireland, and Poland, we’re building the future of online marketplaces –together. From fashion, beauty, and electronics to collectibles like trading cards, comic books, and even live plants, our live auctions have something for everyone. And we’re just getting started! As one of the fastest growing marketplaces , we’re looking for bold, forward-thinking problem solvers across all functional areas. Check out the latest Whatnot updates on our news and engineering blogs and join us as we enable anyone to turn their passion into a business, and bring people together through commerce. 💻 The Role As Team Lead , you’ll manage a pod of appeals specialists while supporting our appeals and operational framework that scales with Trust & Risk. You’ll run day-to-day triage and re-review workflows, set evidence standards, and partner cross-functionally to ensure fair, fast, and consistent outcomes. Your work improves user trust, reduces wrongful enforcement, and closes the loop on policy clarity. Lead & operate Manage an appeals pod (hiring input, onboarding, coaching, performance). Own daily execution: intake/triage, evidence gathering, second-level review, and timely resolutions across priority queues. Handle high-severity or sensitive appeals; approve exceptions and ensure conflict-of-interest controls. Take the lead on high severity incidents in an area of expertise. Be the go-to expert for your area of focus, and be able to provide recommendations for escalations or questions from anyone in the company. Build the team & framework Help stand up the Appeals operating model: roles, SLAs, triage taxonomy, and weekly rhythm (calibration, case council). Define decision templates and evidence standards; maintain playbooks and version-controlled guidance. Establish escalation paths (Policy/Legal/Product) and criteria for reinstatement vs. uphold decisions. Measure & improve Partner with Data to instrument dashboards and track Time to Resolve, First Touch Response, and partner with decision quality team to ensure decision quality of appeals specialists is tracked and goaled. Publish weekly insights and root-cause themes; drive fixes with Ops, Policy, Product, and Legal. Contribute requirements to tooling (appeals intake, evidence checklists, audit trails, alerts) and lightweight automation. Enablement Train frontline teams on appeals standards and comms; certify readiness and spot-check adoption. Coordinate change management for new policies/features and volume spikes; maintain user-facing macros/templates that reflect policy. We offer flexibility to work from home or from one of our global office hubs, and we value in-person time for planning, problem-solving, and connection. Team members in this role must live within commuting distance of our Phoenix, AZ hub. 👋 About You 4+ years in Trust & Safety, Risk Ops, Support Ops, or Quality; 2+ years leading operators or specialists. Hands-on experience with re-review/appeals or escalations; strong judgment on edge cases and evidence. Analytical; comfortable with spreadsheets/Sigma (SQL preferred) and actionable dashboards. Excellent communicator across Ops, Policy, Product, Data, and Legal; strong enablement and documentation habits. Growth mindset; balances speed, fairness, and compliance in a fast-moving environment. 🎁 Benefits Generous Holiday and Time off Policy Health Insurance options including Medical, Dental, Vision Work From Home Support Home office setup allowance Monthly allowance for cell phone and internet Care Benefits Monthly allowance for wellness Annual allowance towards Childcare Lifetime benefit for family planning, such as adoption or fertility expenses Retirement; 401k offering for Traditional and Roth accounts in the US (employer match up to 4% of base salary) and Pension plans internationally Monthly allowance to dogfood the app All Whatnauts are expected to develop a deep understanding of our product. We're passionate about building the best user experience, and all employees are expected to use Whatnot as both a buyer and a seller as part of their job (our dogfooding budget makes this fun and easy!). Parental Leave 16 weeks of paid parental leave + one month gradual return to work *company leave allowances run concurrently with country leave requirements which take precedence. 💛 EOE Whatnot is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce.

Posted 30+ days ago

PricewaterhouseCoopers logo
PricewaterhouseCoopersCharlotte, New York

$124,000 - $280,000 / year

Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Senior Manager 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 treasury risk management at PwC, you will focus on assessing and mitigating financial risks for clients, assisting in effective cash management and liquidity, and optimising capital allocation strategies. You will provide advice in risk analysis, hedging strategies, and regulatory compliance to help clients navigate the complexities of treasury operations. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce 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 member of the Risk & Regulatory Advisory team, you will advise financial institutions on a broad range of credit risk management topics including organization and governance; credit process optimization; risk rating model design, build and implementation; credit regulatory assessments; and Current Expected Credit Losses (CECL) process and tools. You will work on a team evaluating, designing, and implementing credit risk strategies to support our clients in addressing key market challenges. Job Requirements and Preferences : Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 8 year(s) Preferred Qualifications : Degree Preferred : Master Degree Preferred Fields of Study : Business Administration/Management, Statistics, Mathematics, Finance, Economics, Accounting Preferred Knowledge/Skills : Demonstrates extensive-level abilities and/or a proven record of success in how to lead or facilitate relevant project management or client consultations in the areas of credit-related activities and credit risk management, preferably in some combination of the following areas: Leading and/or playing a significant role in commercial and retail lending and credit process redesign initiatives, such as streamlining credit approval processes (including artificial intelligence), better aligning deal team execution and delivery to client segmentation schemes, implementing credit process redesign initiatives (e.g., target operating model for credit lifecycle), redesigning risk management organization or functional responsibilities, enhancing loan review processes, and/or enhancing loss mitigation/recovery processes; Managing credit risk processes, performing underwriting, credit analysis and assigning risk ratings (e.g., single, and dual risk rating frameworks), writing and reviewing risk management policies and procedures, 1st and 2nd line of defense experience; Developing, applying, and validating commercial and retail credit risk methodologies including obligor and facility risk rating (e.g., PD, LGD, EAD) models, pricing models, etc.; Creating and executing design and application of commercial and retail credit risk reporting and analytics in a financial services organization; Possessing knowledge of Allowance for Credit Losses, including methodology, models, and US GAAP requirements under Current Expected Credit Losses (CECL) and knowledge of IFRS 9; Selecting, implementing and/or using commercial and retail credit risk workflow, analytic tools - e.g., Moody's, S&P, nCino, and/or, reporting technologies; Demonstrating familiarity with commercial and retail credit regulatory guidance covering CECL, credit risk review systems, underwriting/annual reviews; and, Possessing completion of a formal credit training program; Demonstrates extensive-level abilities and/or a proven record of success with designing and implementing process improvement solutions, leveraging PC applications including MS Office (Word, Excel, Access, PowerPoint), where applicable, including: Leveraging know-how of a wide range of commercial and retail loan types, including C&I, CRE, ABL, Leasing, Project Finance, Leveraged Lending, fund financing, etc.; Operating successfully as both an individual contributor and team member, identifying and addressing client needs. Preparing, coordinating, and delivering complex written and verbal materials to clients and senior management (e.g., PPT presentations, summary reports/ memos, oral presentations); Supervising teams to create a strong 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, seeking diverse views to encourage improvement and innovation, and fostering a global mindset for the team; Demonstrating experience in working with and managing on-shore and off-shore teams; Demonstrating thorough ability to communicate project goals and objectives, project status and deliverables, building consensus and presenting standard industry practices/point of view effectively; and, Keeping leadership informed of progress and issues. 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: $124,000 - $280,000. 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 1 week ago

B logo
Baldwin Group ColleagueBethesda, Maryland

$70,000 - $75,000 / year

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. POSITION SUMMARY: The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients. Identify and generate new sales opportunities through analysis and discovery Participate in sales meetings to review sales activities and prospective customers with leadership Develop a full working knowledge of respecitve insurance line products and procedures. Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding. Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved. KNOWLEDGE, SKILLS & ABILITIES: Excellent communication and presentation skills Strong ability to persuade, motivate and influence others Basic knowledge of Microsoft Word and Excel. Ability to learn appropriate insurance company and firm software systems. Demonstrates core values, exuding behavior that is aligned with the firm’s culture EDUCATION & EXPERIENCE: Obtain and maintain a Life & Health insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). The starting pay is $70,000 - 75,000+ annually. Salary is negotiable upon time of hire. 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. #LI-JK1 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 1 week ago

OpenAI logo
OpenAISan Francisco, California
About the team The Intelligence and Investigations team seeks to rapidly identify and mitigate abuse and strategic risks to ensure a safe online ecosystem. We are dedicated to identifying emerging abuse trends, analyzing risks, and working with our internal and external partners to implement effective mitigation strategies to protect against misuse. Our efforts contribute to OpenAI's overarching goal of developing AI that benefits humanity. The Strategic Intelligence & Analysis (SIA) team provides safety intelligence for OpenAI’s products by monitoring, analyzing, and forecasting real-world abuse, geopolitical risks, and strategic threats. Our work informs safety mitigations, product decisions, and partnerships, ensuring OpenAI’s tools are deployed securely and responsibly across critical sectors. About the role We are looking for an AI social risk analyst to sit at the frontline of a new category of challenges: AI-enabled social experiences. As AI systems like Sora and advanced chat models become part of messaging, group conversations, creator tools, and branded experiences, new forms of challenges could emerge in human–AI–human interactions. In this role, you will own the analytical view of safety and abuse risks in AI-social environments: Sora content and sharing, group chats, messaging, and AI-assisted brand and creator experiences. You will spot early warning signs, pull threads on potentially concerning behavior, and turn weak signals into clear, prioritized risk calls. Your work will guide mitigations that keep users, brands, and communities safe while allowing productive, creative uses of these tools to thrive. In this role, you will Map and prioritize the AI-social risk landscape Build and continuously refine a clear picture of how AI is used in social-like products (e.g., Sora-powered clips, group chats, messaging assistants, creator tools). Design and maintain harm taxonomies tailored to AI-mediated communication (e.g., synthetic harassment, coordinated AI-assisted brigading, synthetic identity/brand misuse, reputational and intimate harms). Maintain a risk register and prioritization framework that surfaces the top issues by severity, prevalence, exposure, and trajectory. Detect and deep dive into emerging abuse patterns Partner with investigations, operations, and product teams to surface new patterns of misuse across Sora, chats, and partner integrations. Run structured deep dives on incidents, from synthetic impersonation and scams to targeted harassment or coordinated influence using AI-generated media. Connect individual incidents into system-level stories about actors, incentives, product design weaknesses, and cross-product spillover. Turn analysis into actionable risk intelligence Translate findings into clear, ranked risk lists and concrete proposals for mitigations that product, safety, and policy teams can execute on. Collaborate with Safety Systems, Integrity, and Product to scope solutions such as classification improvements, UX guardrails, friction, enforcement flows, and detection signals. Track whether mitigation work is landing: follow key indicators, pressure-test assumptions, and push for course corrections when the data demands it. Build early warning and measurement capabilities Help define the core metrics and signals that indicate whether AI-social environments are safe (e.g., key harm prevalence, severity distributions, escalation rates, brand safety issues). Work with data science and visualization colleagues to shape monitoring views and dashboards that highlight leading indicators and unusual changes in user behavior or abuse patterns. Propose targeted probes, structured reviews, and experiments that surface new risk modes around major launches and feature changes. Provide strategic analysis and future-looking perspectives Produce concise, decision-ready briefs on AI-social risks for leadership, safety forums, and partner teams. Run scenario analyses that explore how AI-social harms might evolve over the next 6–24 months (e.g., how attackers might adapt to Sora, how group chats could be used for coordination, likely pressure points for brands and public figures). Benchmark OpenAI’s AI-social risk profile and mitigations against external incidents and other platforms, highlighting gaps, strengths, and opportunities. Shape safety readiness for social-like AI products Contribute to product readiness and launch reviews by laying out expected abuse modes, risk tradeoffs, and monitoring/response plans. Turn risk insights into practical guidance for internal teams (product, marketing, partnerships, comms) and, where appropriate, external partners using OpenAI technologies in social and brand contexts. Develop reusable frameworks, playbooks, FAQs, and briefing materials that make it easier for the broader organization to understand AI-social risks and respond consistently. You might thrive in this role if you Significant experience (typically 5+ years) in trust and safety, integrity, security, policy analysis, or intelligence work focused on social media, messaging, online communities, or adjacent environments. Demonstrated ability to analyze complex online harms (e.g., harassment, coordinated abuse, scams, synthetic media, influence operations, brand safety issues) and convert analysis into concrete, prioritized recommendations. Strong analytical skills and comfort working with both qualitative and quantitative inputs, including: (1) Casework, incident reports, OSINT, product context, and policy frameworks. (2) Basic metrics and trends in partnership with data science (e.g., harm prevalence, severity profiles, exposure, escalation rates). Strong adversarial and product intuition, able to foresee how actors might adapt AI-social and creative tools for misuse and evaluate how product mechanics, incentives, and UX decisions influence risk. Experience designing and using risk frameworks and taxonomies (e.g., harm classification schemes, severity/likelihood matrices, prioritization models) to structure ambiguous spaces and support decision-making. Proven ability to work cross-functionally with product, engineering, data science, operations, legal, and policy teams, including pushing for clarity on tradeoffs and following through on mitigation work. Excellent written and verbal communication skills, including experience producing concise, executive-ready briefs and explaining sensitive, complex issues in grounded, concrete terms. Comfort operating in fast-changing, ambiguous environments: you can identify weak signals, form hypotheses, test them quickly, and adjust as the product and threat landscape evolves. About OpenAI OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic. For additional information, please see OpenAI’s Affirmative Action and Equal Employment Opportunity Policy Statement . Background checks for applicants will be administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered for employment consistent with those laws, including the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, for US-based candidates. For unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In addition, job duties require access to secure and protected information technology systems and related data security obligations. To notify OpenAI that you believe this job posting is non-compliant, please submit a report through this form . No response will be provided to inquiries unrelated to job posting compliance. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this link . OpenAI Global Applicant Privacy Policy At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.

Posted 1 day ago

Asana logo
AsanaSan Francisco, CA

$130,000 - $160,000 / year

At Asana, security is foundational to our mission of helping teams work together effortlessly. Our security team protects Asana’s employees, users, and customers by proactively addressing threats, ensuring compliance with legal and regulatory requirements, and fostering a culture of security throughout our product and operations. We are a team of security engineers and risk and compliance practitioners who build innovative safeguards and collaborate across the organization to build and maintain trust at scale. As a Security Risk and Compliance Analyst at Asana, you’ll play a critical and high-impact role in building and maintaining trust with Asana’s global customers. You will be responsible for initiatives that continuously improve our vendor risk assessment and security risk management programs, ensuring we maintain a strong security posture and meet both compliance requirements and customer expectations. This is a highly cross-functional role where you’ll partner closely with Legal, Privacy, Finance, R&D, and other key stakeholders. You’ll help evolve our programs with a strategic, risk-based mindset—balancing operational excellence with agility as we grow and scale. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you’ll achieve: Vendor Risk Management: Own and operate Asana’s vendor risk management program, including performing due diligence for new vendors, managing ongoing monitoring and reporting, and reviewing vendor contracts for security and compliance requirements. Security Risk Management: Support the execution of periodic assessments across the organization to identify, evaluate, and track risks—driving mitigation and treatment efforts with business and technical owners. Risk Register Maintenance: Assist in maintaining the central security risk register to promote and drive accountability across the organization. FedRAMP Compliance: Support FedRAMP continuous monitoring activities to ensure ongoing compliance with FedRAMP moderate requirements. Compliance Audit Support: Partner with internal teams to support external compliance audits such as FedRAMP, SOC 2, and ISO 27001, providing evidence and program documentation as needed. Policy Management: Help to draft, update, and maintain security policies, standards, and procedures that align with evolving business needs and industry best practices. About you: 3+ years of experience in Governance Risk and Compliance, with a focus on risk assessments and security risk management. Demonstrated understanding of security compliance frameworks and audits (e.g., SOC 2, ISO 27001, PCI DSS, NIST, HIPAA, FedRAMP, etc.). Experience with enterprise SaaS applications, cloud infrastructure, modern software engineering practices and tools, databases, operating systems, secure network design, and public cloud models such as AWS Experience performing third-party vendor security reviews and due diligence processes Proven ability to drive operational process improvements and develop metrics for tracking success. Excellent communicator and influencer, with the ability to translate complex security and compliance requirements to both technical and non-technical stakeholders. Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision-making. At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we’ll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $130,000-$160,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid About us Asana helps teams orchestrate their work, from small projects to strategic initiatives. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named a Top 10 Best Workplace for 5 years in a row, is Fortune's #1 Best Workplace in the Bay Area, and one of Glassdoor’s and Inc.’s Best Places to Work. After spending more than a year physically distanced, Team Asana is safely and mindfully returning to in-person collaboration, incorporating flexibility that adds hybrid elements to ouroffice-centric culture. With 11+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world. We believe in supporting people to do their best work and thrive. Our goal is to ensure that Asana upholds an environment where all people feel that they are respected and valued, whether they are applying for an open position or working at the company. We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. We also comply with the San Francisco Fair Chance Ordinance and similar laws in other locations. Join Asana’s Talent Network to stay up to date on job openings.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyBoston, New York

$120,000 - $160,000 / year

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The National Risk Officer is responsible for a wide variety of supervisory, compliance and risk functions. In conjunction with the Senior Risk Officer (SRO) and the Associate/Regional Risk Officer (ARRO/RRO), the National 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. Additionally, the National Risk Officer keeps the Market and Region informed of significant matters and is a non-revenue sharing position that has dual reporting to the Head of the Centralized Review Unit (CRU) and the Associate Regional Risk Officer (ARRO). Finally, this position will support various risk and supervisory functions for a single Market and/or multiple Markets within a single Region and may provide Risk Officer coverage for functions specific to a single Market, a single Branch, or multiple branches within a Region. DUTIES AND RESPONSIBILITIES: Primarily responsible for all risk, supervisory, and compliance functions for respective branch location(s) Reviews and responds to a variety of supervisory alerts in a timely and sufficient manner Support increased Risk Officer workload due to remediation requirements, new FA/FAA recruits onboarding, etc. Fill coverage and/or resource gaps resulting from temporary Risk Officer attrition, shortages (e.g., turnover, resignations, etc.) Assist Markets during periods of high-volume supervisory alerts Manages and responds to senior or vulnerable adult, financial exploitation, diminished capacity, or other concerns affecting Morgan Stanley’s senior or vulnerable clients Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer (SRO) and/or the Associate/Regional Risk Officer (ARRO/RRO) Provides coaching, guidance, and education to Financial Advisors on policies and procedures to promote risk awareness and a compliant environment Interview clients where necessary, and collaborates with internal partners in Legal, Compliance, Risk and Business to formulate adequate responses to close matters and/or pending supervisory alerts Liaises with the Legal and Compliance Division to respond to customer complaints and litigation Supports the preparation for and response to all branch exams and internal audits, and ensures that any audit findings are appropriately responded to and remediated National Risk Officers may travel to different Markets within the Region to provide support, as needed Bachelor’s degree or equivalent work 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 Strong knowledge of SEC, FINRA Rules and Regs including Investment and Product Knowledge Knowledge of applicable laws and regulations pertaining to senior or vulnerable adult matters preferred Effective written and verbal communication skills Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Ability to organize and prioritize tasks 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 quantitative and analytical skills High motivation and energy with ability to develop strong working relationships A calm demeanor and ability to work on multiple tasks at one time Self-starter with a strong attention to detail Ability to work well with colleagues across a diverse range of working groups in a fast-paced environment Excellent problem-solving and business judgment Strong organizational, planning and time management skills Ability and willingness to voice ideas, in addition to following instructions Proficiency in MS Office, PowerPoint, Excel 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 $120,000 and $160,000 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

OakNorth logo
OakNorthManchester, NH
At OakNorth, we’re on a mission to empower the UK’s most ambitious businesses. Since 2015, we’ve lent over $18 billion across the UK and US, helped create more than 58,000 new homes and 36,000 new jobs, and supported hundreds of thousands of personal savers, all while fuelling the UK economy. The mission of the Associate Director, Operational Risk To proactively safeguard OakNorth’s operational integrity and resilience by partnering with the business to identify, assess, and mitigate operational risks, ensuring robust governance, effective controls, and compliance with regulatory standards. Key Responsibilities: Advisory partnership: Act as a trusted advisor to first line business teams, providing expert guidance on the identification, assessment, and management of operational risks, and supporting the enhancement of control monitoring within business assurance activities. Stakeholder engagement: Build strong relationships with senior management, risk owners andcontrol owners and their teams to promote a proactive and transparent risk culture across the organisation. Risk and Control Self-Assessment (RCSA): Support the planning, execution, and review of RCSAs, ensuring risks are appropriately identified, assessed, and mitigatedwith outputs that are consistent with the bank’s risk framework and regulatory expectations. Embed risk technology platforms: Support the implementation and integration of the Governance, Risk and Compliance (GRC) tool AuditBoard and the incident management tool Incident.io into operational risk management processes. Operational incident management: Oversee the management and analysis of operational events and issues, ensuring timely investigation, root cause analysis, and implementation of remedial actions. Governance and reporting: Prepare and review risk reporting and insights for governance committees, providing clear, concise analysis to inform decision-making and maintain regulatory alignment. Payments risk oversight: Advise on risks and controls related to payments processes and systems, ensuring robust governance, incident management, and regulatory compliance with payment scheme. Third-party risk management: Provide oversight and advice on the identification, assessment, and monitoring of risks associated with third-party and outsourced service providersensuring compliance with PRA and FCA outsourcing and operational resilience requirements. Operational resilience: Contribute to the ongoing development and execution of the bank’s Operational Resilience programme, providing continuous assurance and ensuring alignment with regulatory expectations and internal frameworks. Change Management: Provide independent risk advice and challenge to the Change Impact Review Panel and Change Management Working Group, ensuring operational and regulatory risks are properly considered in decision-making. Support to Director, Operational Risk: Provide high-quality advice, analysis, and project support on key operational risk initiatives and regulatory deliverables as required. Experience & Skills: Operational risk management: Proven experience in operational risk or governance roles within financial services (including People, Payments, Third Party, Operational Resilience and Change Management), ideally in a regulated banking environment. GRC and technology expertise: Strong understanding of Governance, Risk and Compliance (GRC) tools and incident management systems (e.g. AuditBoard, Incident.io or equivalent), with hands-on experience implementing or optimising such platforms. Regulatory knowledge: Strong understanding of UK regulatory requirements and expectations relating to operational risk, including PRA and FCA frameworks, third party risk, operational resilience, and governance standards. Data and analytics: Strong analytical capability (including use of AI tools), with experience developing dashboards and management information that provide actionable insights for senior stakeholders and governance forums. Stakeholder management: Excellent interpersonal and communication skills, with the ability to influence, collaborate, and gain buy-in from diverse stakeholders across business lines and control functions. Continuous improvement mindset: Proactive and solutions-oriented, with the ability to identify opportunities to strengthen processes and adopt new tools or automation to enhance operational efficiency. Professionalism and adaptability: Self-starter who can work independently within a small team, managing competing priorities and maintaining high standards of delivery in a part-time capacity. Benefits & Perks: Equity. We want people to have a stake in the business so that all our interests are aligned. 25 days holiday Personalized benefits – opt-in to what matters to you Subsidised Private Medical Insurance with Bupa Enhanced maternity and paternity leave Wellbeing and social events Support causes that matter to you – Volunteering time off Salary sacrifice schemes (Cycle to work, nursery, gym, electric car scheme)

Posted 30+ days ago

Arootah logo
ArootahNew York, New York

$250 - $500 / hour

Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. WHO WE NEED: Arootah is searching for an experienced Chief Risk Officer, Investmentsto consult to our highly prestigious client base. As a consultant, you will work with ourHedge Fund and Family Office clients to provide expert advice. Having previously served in the role of Chief Risk Officer, Investmentsyou have specific, hands-on experiencebuilding, maintaining and overseeing the risk management efforts specifically focused on the investment and portfolio management activity of aleading Hedge Fund or Family Office. WHAT YOU WILL DO AS A CONSULTANT: Provide advice and guidance to Arootah clients who seek help with theirinvestment and portfolio management risk needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and sharing your experience as aChief Risk Officer, Investments in helping clients to: Develop realistic and effective monthly action plans. Identify internal and contextual roadblocks. Break apart goals into actionable steps. Devise a plan of action for each goal. Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures. Review, analyze and report on client tools and resources to ensure industry best practices. Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). SPECIFIC AREAS OF EXPERTISE: Analyze portfolio and investment risk using various quantitative models/techniques and review the implications of potential investment decisions on total portfolio risk. Develop, maintain, and update investment risk framework tools to analyze individual investments and portfolios. Identify and evaluate risks, as well as run stress tests, across various asset classes, strategies, portfolios, and managers. Perform market and credit risk reporting and analysis of all investment activity, including VaR, stress loss, operational guidelines, transactional reviews, and liquidity risk. Perform day-to-day monitoring of exposures, and utilization against limits, as well as monitoring of P&L arising from market moves, and additional ad-hoc analysis. Assist in enhancing methodology for calculating, monitoring, and managing risk in investment portfolios. Create and run optimization models to serve as a guide to Portfolio Managers in allocation decisions. Design and generate periodic risk reports for senior management and portfolio stakeholders. Perform ad-hoc analysis requiring independent research and facility with various programming languages. Participate in the identification and evaluation of new risk strategies and technology. Measure, monitor, and independently assess risks in investment activities and escalate issues/concerns to Portfolio Managers. Monitor stress, performance, counterparty, and liquidity metrics against the thresholds and perform risk analysis on accounts that trigger risk thresholds. Help develop ESG metrics monitoring. Ensure compliance with risk oversight processes, policies, and procedures for investment risk. QUALIFICATIONS & REQUIREMENTS BS/BA degree in a quantitative discipline such as Finance, Mathematics, Engineering, Computer Science, or a closely related field from an accredited university. Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or similar professional designation is desired. MBA or other relevant graduate degreesin a quantitative discipline is a plus. 8+ years of relevant experience at a hedge fund, family office, or investment management firm serving in the role of Chief Risk Officer. Additional experience of between 3-5 years of working in risk management, trading, portfolio management, or data science role at an asset management firm, hedge fund, or family office. Familiarity with the use of a risk analysis application such as MSCI’s BarraOne, Blackrock Aladdin, FactSet, or similar. Strong quantitative/statistical knowledge with an ability to work on systems and databases (SQL, Access). Proven programming skills (R, MATLAB, Python, VBA, C#, etc.). Product knowledge and quantitative skills with a broad range of asset classes and investment strategies. Knowledge of market risk methodologies such as VaR, stress, and sensitivity analysis. Strong familiarity with asset/liability management. Ability to manage multiple projects simultaneously. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). $250 - $500 an hour The hourly consulting rate of pay is expected to be a minimum of $250 and a maximum of $500, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience. Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

R logo
Randolph-Brooks Federal Credit UnionSan Antonio, Texas
Job Description and Requirements The Senior Credit Risk Modeling Analyst will develop, validate, and enhance credit risk models to support decision-making, profitability, and compliance.The Analyst will analyze complex datasets, assess portfolio performance, and forecast credit risks to optimize lending and institution strategies. Essential Functions and Responsibilities: Utilize risk modeling techniques to identify, quantify, and forecast potential credit risk and opportunities for the institution. Develop and maintain expertise in the fields of risk quantification and modeling to support both internal and external stakeholders. Collaborate with stakeholders to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures. Make recommendations to management on current and future strategies and profitability projections. Perform other quantitative analysis for institution stakeholders as needed. Leverage expertise to foster and expand collective knowledge within the team. Gather and analyze pertinent data to create or strengthen models that forecast risk exposure and help make informed business decisions. Continuously monitor the economic and business environments to update models as new data becomes available. Define, document, and summarize methodologies, assumptions, and results of risk models and prepare reports for management. Act as a liaison between lending and IT to assist in the aggregation and organization of institutional data for the use in models and reporting. All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice). Requirements: Master’s degree in finance, statistics or other quantitative field Minimum 3 years of job-related experience or 6+ years of job-related experience in lieu of Master’s degree Strong analytical, mathematics, organizational, and planning skills Ability to articulate complex theories, concepts, methodologies, and findings in a non-technical manner to a non-technical audience Innovative self-starter with ability to meet deadlines, work independently, and think outside the box Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment Proficient to advanced knowledge of statistical modeling and other quantitative techniques including, but not limited to, linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R) Ability to complete multiple projects and meet deadlines Capable of working on assignments with minimal assistance All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Posted 30+ days ago

Royal Bank of Canada logo
Royal Bank of CanadaJersey City, New Jersey

$110,000 - $190,000 / year

Job Description What is the Opportunity? The Payments Risk Advisory and Oversight Manager will support key elements of the Payments Program to execute a robust CUSO Payments Risk Management Program, to ensure policy and standard requirements are adhered by all Segments within CUSO. This role will execute effective oversight andchallenge over the business/First Line of Defense (1LOD) and help support the development of the Payments Risk Profile, by platform, by legal entity. The role will be instrumental in ensuring program effectiveness by providing education, collaborating across teams, and promoting Payments awareness across the organization to ensure overall organizational resiliency. What will you do? Support the CUSO Payments Risk strategy, culture and activities that enable the team to operate as an integrated organization Provide recommendations on policies, processes, and tools for CUSO Payments Risk management Participate in various forums, working groups, and committees as well as monitor the internal and external environment to keep abreast of organizational, regulatory, strategic, and operational changes and environmental trends impacting business continuity management practices Investigate large loss events/incidents related to Payments/Fraud/business disruption to assess potential systemic weaknesses and ensure appropriate corrective action Partner with first line of defense on the execution and effectiveness of the Payments program (independent reviews, deep dive reviews, risk assessments and coordination of scenario analysis) to gain assurance on current and emerging issues Execute an annual CUSO Payments Risk Assessment to support accurate view of the Operational Risk Profile Provide SME review and challenge of risk routines and assessments (e.g., new products, change, RCSA, control testing, etc.) What do you need to succeed? 4+ years of Payments Risk experience with knowledge, skill and background in Operational Risk, Compliance, and/or Audit ideally within the Banking and/or financial services industry Sound Knowledge and experience with operational risk programs, risk assessment, internal controls, monitoring and reporting. Payments Risk and Fraud Risk experience and/or knowledge of global best practices Under-graduate degree or equivalent experience Nice-to-have Certified Fraud Examiner (CFE) Certified Anti-Money Laundering Specialist (CAMS) What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $110,000-$190,000 (New Jersey), depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value #LI – POST Job Skills Business Process Design, Decision Making, Financial Risk Management (FRM), Operational Risks, Risk Control, Risk Management, Teamwork Additional Job Details Address: GOLDMAN SACHS TOWER, 30 HUDSON STREET:JERSEY CITY City: Jersey City Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: GROUP RISK MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-09-09 Application Deadline: 2025-12-31 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 6 days ago

A logo
Ankura Consulting GroupWashington DC, District of Columbia
Ankura is a team of excellence founded on innovation and growth. Practice Overview Ankura’s Trust and Mass Torts team has extensive experience providing strategic advice to all parties involved in complex litigation. Our team provides economic, financial, statistical, business analytics, and operational expertise to law firms and corporations, with a particular focus on mass torts and class actions. Our diverse and experienced professionals provide insight throughout the entire litigation life cycle, from initial strategic planning to settlement administration. We leverage our unique expertise and knowledge in a variety of industries, ranging from consumer goods to financial services, and have been involved in some of the largest cases in US history. Our experts apply decades of experience and advanced analytics to quantify liabilities, forest outcomes, and implement structured, defensible processes for fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an executive level position that sells, leads and manages complex client engagement(s). The successful candidate will be a "person of stature" and self-sustaining rainmaker who generates $3 - $5 million+ annually. The candidate will p ossess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings. The candidate will be a hands-on, passionate consulting executive who will work with team members in developing and executing on key account plans, nurturing executive level client relationships of the most strategic accounts, and achieving revenue targets. The successful candidate must be a commercial leader able to drive revenue growth and capture market share. Responsibilities Initiates and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually Project management, development of expert testimony and reports, and quantitative and qualitative analysis. Lead project teams in preparing consulting and testifying expert analysis Interface with clients throughout all phases of consulting engagements Demonstrate exceptional leadership capabilities through the mentorship and development of less-senior colleagues Encourage relationship building by participating in the firm’s activities and initiatives Manage the invoicing process, including collections, for consulting engagements Build relationships and engage in activities designed to generate qualified leads, which will then be worked on in collaboration with Ankura practitioners Support our national business development outreach initiatives which will require initiating and organizing meetings and phone calls with prospective clients, prepare letters and email, and participate in the preparation of sales collateral Source and close new clients through referrals, cold calling, networking, and other means (tradeshows, regional organizations, etc.) Build a productive pipeline and manage each phase of the sales process Cultivate and maintain long term relationships with clients by delivering elite client service and engaging them by using knowledge of each industry and organization Formulate sales plan to achieve monthly, quarterly, and annual sales targets Generate daily outreach efforts to prospective clients Develop an effective understanding of the capabilities, benefits, and competitive advantage Set and manage client expectations while consulting with each client for best practices Manage and control pricing and contractual issues Travel (including multiple annual conferences, client meetings) - domestic and/or international Qualifications Bachelor’s degree from a top tier college/university; advanced degree preferred Minimum of 10 years' professional services or related experience A successful track record of generating $3 - $5 million+ annually to target markets The candidate will possess a strong personal brand and deep market-making relationships resulting in a robust flow of inbound calls and bookings Expertise defining, influencing and driving change at executive levels and across the broader community of stakeholders Exceptional negotiation skills with complex/sophisticated situations involving executive and board level stakeholders Able to develop credible recommendations under shortened time constraints and imperfect information High energy style, flexible and adaptive, with the ability to work well in a very fast paced environment Ability to adapt to complex client environments and situations Expert written communication skills, self-directed with preparation of client ready document and presentation development Articulate, persuasive, communicator who is adept at handling executive and difficult audiences well including ability to adapt style to audience Research: Advise on appropriate sources for use by the team to reduce research time and increase efficiency, including paid sites Business Groups: Deep knowledge of the services provided by each practice area, organizational structure, and any conflict/relationship nuances specific them Issue Resolution: Ability to resolve actual and perceived conflict issues with all levels of staff to allow for the highest level of acceptance without undue risk to the firm and/or its reputation Coordinated Initiatives: Work with internal groups on firmwide projects to improve efficiency and/or user experience; may act as primary contact #LI-Remote #LI-NT1 Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyAustin, 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 Senior Risk 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 complex 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: Complex 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 4 days ago

Arootah logo
ArootahNew York, New York

$200 - $400 / hour

Join our experienced roster of consultants that support Hedge Funds and Family Offices. Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base. We focus our Business Consulting on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young. Visit us at https://arootah.com/hedge-fund-advisory/ for more information. WHO WE NEED: Arootah is searching for experienced Chief Risk Officers, Operations to consult to our highly prestigious client base. As a consultant, you will work with our Hedge Fund and Family Office clients to provide expert advice. Having previously served in this role, you have specific, hands-on experience building, maintaining and overseeing the risk management efforts specifically focused on the daily operations and business activities of a leading Hedge Fund or Family Office. What You'll Do Best practice reviews. Developing realistic and effective action plans. Breaking apart goals into actionable steps. Advising on vendor selection and oversight. Creating and implementing policies, procedures, and control measures. Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices. Special projects or other areas of need. Establish, implement, and oversee the Operational Risk Management activities of a Hedge Fund or Family Office including reporting Key Risk Indicators (KRIs), Third-Party Risk Assessments, conducting Risk & Control Self-Assessments (RCSAs). Implement and manage control testing, and development of action plans with tracking of follow-up items, working alongside Department Heads to put preventative measures in place and to ensure policy and procedure documentation is produced and maintained on an ongoing basis. Develop and produce risk management reports, monitoring assigned department’s risk profile and work with Founder/Principal to identify, design, document and implement appropriate controls and process maps, as required. Work in conjunction with Compliance, Legal and other departments to research, analyze and provide guidance to management teams on assorted matters such as regulatory and industry operational developments, pending legislative activities, and related matters. Analyze Access Management status, cybersecurity, and other IT risks and report to centralized technology teams to implement strategies to mitigate risk. Implement and design regular audits and examinations of assigned departments in an effort to develop a full risk matrix to proactively identify areas that need to be addressed and monitored. Review and manage the oversight of a Policies and Procedures manual as well as Quality Control and Assurance Committees to ensure that all business units continuously update their operating procedures for changing business conditions, new regulations and changing legislation to ensure consistent adherence with best practices. Devise and implement a firm-wide program for the management and oversight of vendor due diligence, third-party service providers, and other operating partners. Conduct a thorough review of all incidents, analyzing risk metrics and performance data gathered from internal sources and create measures to protect the firm by means of designing or revising workflow processes, updating policies and procedures, adding system enhancements, etc. Serve as risk management advisor in development of new or modified products and new operational processes and procedures across all business areas of the firm. Qualifications A Bachelor’s Degree in a quantitative discipline such as Finance, Operations, Computer Science, Economics, Finance, or a related field with a strong academic record. MBA, similar advanced degree, Financial Risk Manager (FRM), or similar professional designation is a plus. 8+ years of relevant experience at a Hedge Fund, Family Office, or Investment Management firm serving in the role of Chief Risk Officer, Operations. Additional experience of between 3-5 years of working in Risk Management, Operations, Compliance or similar business function at an Asset Management firm, Hedge Fund, or Family Office. Extensive knowledge of the investment management industry, including Technology and Compliance with a strong understanding of financial institution regulatory requirements, especially as related to SEC rules and regulations. Ability to interact effectively with all firm personnel; strong analytical skills; strong project management and organizational skills; excellent verbal and written communication skills; strong presentation skills. Strong working knowledge of different investment vehicles, investment types, exchange rules and regulations, and settlement procedures. Ability to analyze complex situations and provide guidance, make recommendations, and/or escalate the issues appropriately. Job Status Contractor Hours are based on the needs of the assigned client (0-40 hours per week). $200 - $400 an hour The hourly consulting rate of pay is expected to be a minimum of $200 and a maximum of $400, per hour. The hourly rate will be determined by several factors which may include, but are not limited to, the length of the individual engagement, level of difficulty, level of specialization required, professional designations, skills, and years of experience. Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Posted 30+ days ago

Nuvance Health logo
Nuvance HealthKingston, New York
Description Position at Nuvance Health Med Practice PC Summary: Works collaboratively with a multi-disciplinary team of health care professionals providing a comprehensive clinical program of medical, psychosocial and educational services to address the needs of our cancer survivors. Primary focus is to promote health, wellness, and improved quality of life for cancer survivors after cancer treatment as well as patients at high risk for developing breast cancer. Plays a critical role in the multidisciplinary care of patients within a breast surgery oncology practice. This advanced practice provider delivers comprehensive, patient-centered care to individuals at elevated risk for breast cancer, as well as those undergoing evaluation and treatment for breast disease. The NP/PA collaborates closely with breast surgeons, oncologists, radiologists, and genetic counselors to ensure timely, evidence-based, and compassionate care. Utilizes core tenets of Cancer Survivorship: (1) prevention and detection of new cancers and recurrent cancers; (2) surveillance for recurrence or new primaries; (3) Interventions for long-term and late effects from cancer and its therapies; and (4) coordination between specialist and primary care providers to ensure that all of the survivor�s needs are met. Responsibilities: Conducts thorough patient evaluations including history-taking, physical examinations, and risk assessments. Diagnoses and manages patients with complex breast health concerns, ensuring high-quality and timely care. Focuses on wellness, nutrition and lifestyle modification after a cancer diagnosis; offers educational support for patients and families, health team members, and the community. Applies evidence-based findings to deliver cancer survivorship care to all cancer survivors, as it relates to cancer surveillance, general health maintenance, screening and treatment for side effects of cancer therapy including physical, emotional, cognitive and sexual health concerns; ensures timely documentation on patients. 3. Creates a caring and healing environment that keeps the patient and family at the center of care throughout their experience. 4. Designs and assists in launching any new supportive care programming needed to enhance patient and family experience. 5. Develops and streamlines clinical survivorship services to address unmet needs of cancer survivors including late and long-term effects of cancer treatment. Provision of care coordination, psychosocial oncology and oncology rehabilitation, including palliative care, when appropriate. 6. Orders and interprets appropriate laboratory tests, imaging studies, and other diagnostic procedures. Initiates referrals to genetic counseling, radiology, and other specialties as clinically indicated. Develops and implements individualized care plans in collaboration with supervising physicians and the broader oncology team. Prescribes medications and therapeutic interventions in accordance with clinical guidelines and scope of practice. Establish relationships, coordinate, collaborate, and work effectively with oncology and non-oncology teams. Collaborate with medical professionals, health-related groups, primary care providers, and other providers of ongoing care within the community to ensure continuity and quality care to all patients seen within the program. Accurately documents all clinical encounters, assessments, and treatment plans in the electronic medical record. Ensures compliance with institutional policies, regulatory standards, and risk management protocols. Provides clear and compassionate education to patients and their families regarding diagnoses, treatment options, genetic risk, and preventive strategies. Supports informed decision-making and promotes health literacy. Reviews diagnostic results with patients via in-person visits or telehealth. Monitors treatment outcomes and adjusts care plans as needed to optimize patient health and satisfaction. Participates in departmental quality improvement initiatives, clinical audits, and safety programs to enhance care delivery and patient outcomes. Actively collects data, tracks and monitors metrics and outcomes, in collaboration with administration, to document and evaluate outcomes of the Survivorship Program. Upholds all departmental policies, procedures, and standards of care. Maintains current knowledge of best practices in breast oncology and high-risk patient management. Engages in ongoing education, training, and professional development activities to maintain clinical competency and support the mission of the practice. Performs other related duties as assigned to support the operational and clinical needs of the practice. Other Information: 3 or more years ½ experience in a Breast Surgical Oncology office Ensures compliance with evidence-based survivorship guidelines from credible organizations (ASCO, NCI�s Office of Cancer Survivorship) as well as accreditation standards for survivorship (ASCO�s Commission on Cancer and NAPBC). For more information or to submit your CV, please contact Jennifer Riccardi, Physician Recruiter, at [email protected]. We are a Section 501(c)(3) tax-exempt organization and therefore eligible employees may qualify for forgiveness of certain federal student loans under the Public Service Loan Forgiveness Program.

Posted 1 day ago

Pine Rest Christian Mental Health Services logo
Pine Rest Christian Mental Health ServicesGrand Rapids, Michigan
Cost Center 525 Lotus Scheduled Weekly Hours 40 Work Shift First Shift (United States of America) Shift & Status We are seeking a full-time LLMSW or LMSW to join our team as the Clinical Residential Manager supporting both the Lotus and Maple adolescent residential programs. The Lotus Program (ages 12–17) is a secured, intensive residential treatment setting designed for adolescents with complex behavioral and emotional needs, operating within a highly structured environment and a planned 90-day length of stay. The Maple Program (ages 11–19) serves at-risk youth—many referred through the state, juvenile justice, or foster care systems—and focuses on preparing adolescents for semi-independent or independent living within an unlocked, home-like setting.This is not a traditional 9–5 role. As the manager of two 24/7 programs, this position requires flexibility, visibility across all shifts, and a commitment to supporting staff and youth around the clock. The manager participates in an every-other-week on-call rotation (Tuesday–Tuesday) including every other weekend, as well as half of Pine Rest’s recognized holidays. On-call responsibilities are additionally compensated and may require responding to evening or weekend needs.To effectively support both programs, the manager will occasionally adjust hours—arriving early to connect with third shift, staying later to meet with second shift Licensed Practitioners, and attending scheduled evening team meetings (in-person and via Teams). As a salaried position, flexibility in scheduling is supported and expected from both sides. Who Are We? We at Pine Rest believe in the power of healing and that everyone in our community has the right to expert care for mental health and substance use disorders. We are much more than just the third largest non-profit behavioral health system in the country, our 220-acre main campus, and our network of clinical sites across Michigan. We are a tight-knit community of healers who witness the impact of our life-changing work each day. Each day, we are closing the gaps in access to care. We are innovating through leading-edge research, testing, programs, and treatment modalities that others replicate across the country. Our services include a state-of-the-art psychiatric urgent care center and a soon-to-be-built pediatric behavioral health center, outpatient, inpatient, partial hospitalization (day programs), assessment and testing, residential, addiction treatment and specialty services such as crisis response, employee assistance programs, forensic psychiatry and psychology, and neuromodulation. On-the-job educational programs for nurses, psychologists, advanced practice providers, psychiatrists, and chaplains are equipping the next generation of care providers. We are passionate about serving and are honored to be a part of this incredible work. What Will You Do? As a Residential Manager at Pine Rest, you’ll be part of tight-knit team that believes in the healing power of your expertise and compassion. Within the framework of the organizational management philosophy, is responsible for the administration, coordination, and direction of staff activities related to assigned program. Provides advice and counsel to staff regarding their area of expertise. Represents organization to organizational constituencies, health care institutions, governmental agencies, regulatory agencies, and other external publics on a limited basis. Our Residential Managers are driven to make an impact in the lives of those we serve and are motivated by the healing they witness first-hand each day. They are dedicated to excellent customer service, enthusiastic about the care we offer, and foster a sense of belonging and empowerment in a diverse workplace. Principal Duties and Responsibilities: Communicates and actuates mission to the departments or programs. Responsible for the overall management of departments’ operations to achieve quality improvement, financial performance, and patient satisfaction goals and objectives. Leads department or program customer service initiatives. Contributes to the development of strategic and operational plans for department or program, implements new courses of action flowing out of organizational and divisional plans. May serve as a member of various committees to participate in organization-wide discussions, as well as external committees. May work with external contract managers. Functions as a change agent by appropriately challenging current processes, policies and procedures. Seeks to incorporate new technologies and methods to improve overall effectiveness. Exemplifies a strong, positive attitude during times of crisis and uncertainty. Develops goals to encourage progress within the department and program. Provides technical expertise to the multidisciplinary team in the area of organizational quality and performance improvement. Ensures the necessary data and tools are available to team members and staff to work through actual and potential barriers to improvement. Utilizes department or programs/operating unit structure to achieve goals and strategies, making changes when necessary for better efficiency. Ensures that staff members’ training is kept current. May train and/or coordinate the training of new staff or existing staff. Practices stewardship when developing and adhering to Departmental/Program budgets. May be responsible for preparing budgets, analyzing variances, monitoring expenditures, and initiating corrective actions. Plans department/program activities within the frame work of performance improvement initiatives. Documents the plans, projects, progress, results and related issues of these activities. Holds directly and indirectly assigned staff accountable for the actualization of strategies, plans, and budgets. Ensures appropriate staffing levels for assigned areas of oversight. May recruit and interview staff. Clearly communicates expectations, requirements, results, and issues to staff and provides clarification of key policies. Provides or coordinates education for staff on key policies and procedures. Develops procedures and monitors them for improved performance. Serves as a role model and mentor for staff to encourage their development and successful accomplishment of program goals and strategies. What Does This Role Require? Must hold current state licensure (LLMSW or LMSW) from an accredited Master's-level Social Work program. Note: Limited License Psychologists or Professional Counseling degrees are not eligible for this role. Training and demonstrated competence in serving youth ages 11–17, including annual age-specific continuing education. Minimum 2 years experience working in a Child Caring Institution (CCI) Must have at least 5 years of postgraduate clinical experience in the behavioral health field. Preferred experience (in addition to minimum requirements above): Two or more years of supervisory or management experience in a residential or clinical setting. Experience working in Adult Foster Care (AFC) homes or similar community-based residential programs. Benefits: Medical, dental, vision & life insurance plans 403(b) retirement match contribution by Pine Rest Generous PTO for full and part time employees Tuition assistance & loan forgiveness Employee Assistance Program offering many free and discounted services for therapy, legal, accounting, gym membership, etc. Partnership with Davenport University provides generous discount on tuition for employees and family members. Notice: Pine Rest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All new employees are subject to a criminal background check and education verification which may include sending a copy of your high school diploma, GED, or college transcripts. Successful completion of a drug screen prior to employment is also part of our background process. Pine Rest Christian Mental Health Services requires all employees to receive the COVID-19 vaccinations subject to certain exclusions. Pine Rest is committed to granting reasonable accommodations in accordance with applicable laws.

Posted 1 week ago

Fannie Mae logo
Fannie MaeWashington, District of Columbia

$152,000 - $205,000 / year

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will, under limited supervision, support the oversight of theoretical and empirical research in all areas of mortgage finance business, including mortgage products and securities, borrower behavior, investment and hedging strategies, residential property valuation, macroeconomic models, including housing prices and interest rate, financial valuation of finance assets and derivatives, economic capital, and stress testing. In this role, you will maintain a robust quality assurance framework to uphold high standards of quality in our model validation process. This position is considered a 2.5 LOD role. THE IMPACT YOU WILL MAKE The Model Risk Business Process QA Reviewer- Advisor role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Maintain a quality assurance framework to ensure model validation teams complete model validation activities commensurate with requirements established in enterprise model risk policies, standards, and procedures Perform assessment reviews and recommend solutions for compliance with internal Model Governance policies, standards, and procedures and regulatory guidance. Coordinate quality assurance reviews and other quality assurance-related program elements across model risk governance teams, 2nd line functions, and other stakeholders Maintain and report comprehensive program metrics and key performance indicators Communicate complex technical subject matter clearly and concisely, both verbally and through written communication, such as white papers, review reports, or workpapers. Apply understanding of relevant business context to interpret results, monitor performance, and assess risks, which may include the application of mathematic, statistical, and econometric techniques. Provide innovative thorough, and practical solutions that improve business performance and support business strategies and initiatives. Perform ad hoc quantitative analyses, modeling, or programming using SAS, SQL, R, or Python. Foster a culture of continuous improvement and quality excellence. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Skills and Experiences 6 years in model governance, model validation, or model development Excellent oral and written communication Experience presenting information and/or ideas to an audience in a way that is engaging and easy to understand Excellent analytical problem-solving and decision-making skills, with the ability to effectively prioritize and manage multiple tasks and deadlines. Expertise in quantitative analytics applied to one or more areas within credit, interest rate, counterparty credit risk, and/or fixed income valuation in the financial services industry Adept at analyzing data to identify trends or relationships to inform conclusions about the data; critical thinking Influencing skills including negotiating, persuading others, facilitating meetings, and resolving conflict Desired Skills and Experiences Master’s degree or equivalent Experience in Governance and Compliance including interpretation of policies, evaluating compliance, enforcing standards and controls, etc. Enterprise Model Risk- Quantitative Modeling- Advisor Target Pay Range: $152,000 - $205,000 a year #LI-Hybrid #LI-ME1 Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form . The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here . Requisition compensation: 152000 to 205000

Posted 1 week ago

Travelers logo
TravelersSan Francisco, California

$104,000 - $171,700 / 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 $104,000.00 - $171,700.00 Target Openings 1 What Is the Opportunity? Reports to Technical Director or AVP under general supervision. Responsible for technical discipline in the region. At Travelers, Transportation Risk Control Specialists play a critical role in helping businesses reduce losses from vehicular accidents by addressing driver and vehicle-related exposures. Managing a multi-state territory, Specialists support a diverse range of industries including construction, oil & gas, public sector, and national accounts—providing expert guidance on fleet safety and transportation risk management. 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. Deliver specialist level service in area of technical expertise (eg: risk evaluation, management consulting, strategy development, training) to meet needs of underwriting or customer. Serve as a technical resource to Risk Control field organizations and internal business partners. Collaborate in technical development of Risk Control staff in partnership with field management on areas of technical expertise. Conducts co-surveys with and performs quality assessments on work of field staff. Consult with clients and business partners on ways to control hazards in order to reduce or prevent losses. Understand and apply practical, collaborative consulting concepts in helping clients develop ongoing programs for continuous safety improvement. Document findings and recommendations to internal business partners and/or clients. Influence clients to implement recommendations. Maintain current knowledge of regulatory environment and emerging issues in the specialty. Maintain timely, relevant communications with Technical Unit Manager, Regional Managers and Risk Control staff. Perform other duties as assigned. What Will Our Ideal Candidate Have? Risk control/safety experience in transportation, logistics, or related field 3-5+ years experience in fleet safety, transportation risk management, or commercial vehicle operations strongly preferred Knowledge of DOT/FMCSA regulations and compliance requirements Understanding of commercial auto insurance and risk assessment principles Prior role that included technical training or mentoring within the discipline. Relevant experience in consulting will be considered .Bachelor's degree in related field. Business Knowledge: Understanding of Commercial Lines insurance products, services, and risk selection practices preferred. Willing to meet and understand Risk Control performance standards, policies and procedures. Technical Expertise: Demonstrated expertise/command in specialty and ability to maintain up to date knowledge. Makes complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge. Can acquire working knowledge of relevant Risk Control computer systems applications. Maintains relevant professional designation. Customer Service: Balances customer expectations and expense constraints. Builds credibility with internal and external customers. Creates customer satisfaction by demonstrating the value of Risk Control services. Strong written communication skills. Resource Management: Continually assesses workload in light of business priorities; directs own efforts. Influences others to take action on recommendations. As needed for discipline. What is a Must Have? Five years of experience in risk control specialty, including, but not limited to, Inland Marine, Industrial Hygiene, Boiler & Machinery, Property, or Construction. 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 day ago

Holmes Murphy logo

Sr. Risk & Safety Consultant

Holmes MurphyDenver, Colorado

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Job Description

Job Description:

Basic Function:                                                                               

The purpose of this position is to unlock the unique potential of clients and help solve their real-world business problems, by providing all aspects of high-quality risk and safety solutions.  The Sr. Risk and Safety Consultant advises clients and internal staff in alignment with division and company vision, mission and strategy. This includes detailed analysis of client’s risk management program and staying abreast of changes in the insurance market. Additionally, this individual will provide risk assessment and development of solutions for improving or mitigating loss experience and expanding business opportunities. Serve as elite expert and leader in their field and within agency for servicing large, unique and/or high-profile clients.

Essential Responsibilities:

  • Serve our current clients by identifying areas for improvement in their risk management programs and providing solutions to close noted gaps. Services provided include all insurable risks (workers’ compensation, auto, property, and liability, etc.), regulatory compliance and reporting, and include loss sensitive and captive risk management programs.
  • Provide analysis, consultation, oversight and direction of large and complex clients’ risk management programs and processes. Assist clients in enhancing their safety performance and culture.
  • Provide on-site and remote client services such as: training seminars, on-site hazard assessments, strategy development, crisis management procedures, loss trend analysis, policy/procedure development, goal setting, and monitoring of program success and recommended future initiatives.
  • Provide catastrophic investigation/analysis/coordination of accident/incidents.
  • Help grow Holmes Murphy’s business by participating in prospective client meetings and assessments to understand each prospect’s unique needs. Propose service ideas to help each client reach their greatest potential.
  • Work with carrier loss control and underwriting personnel to provide the greatest value to our shared clients.

Additional Responsibilities:

  • Perform research and follow-up for clients on safety related issues and questions.
  • Build and maintain relationships with internal and external stakeholders that may include clients, service consultants, claims consultants, and producers.
  • Maintain active contacts within safety, risk management, and insurance to keep informed of innovative technologies and best practices that may benefit our clients.          
  • Provide guidance and input for company blogs, newsletters, videos, and other digital communications. Remains active in local and national risk/safety organizations and presents at educational conferences in areas of expertise.
  • Assist internal team with prospective clients as requested, including participating in meetings, client assessments, providing input on RFPs and with making presentations.
  • Performs special projects and other duties as requested.

Knowledge, Skills and Abilities:

  • Advanced technical and insurance risk management knowledge and the ability to apply that knowledge in the performance of job duties.
  • Advanced presentation and critical thinking skills.
  • Demonstrated ability to influence decisions through effective written and verbal communication with persons at all levels in an organization is critical.
  • Proficient computer skills in Microsoft Word, Excel, Outlook and PowerPoint and other technology platforms as needed, such as agency management system.
  • Demonstrated ability to be a self-starter with an entrepreneurial spirit and a focus on continuous improvement.
  • The ability to adapt to the changing conditions of the insurance marketplace and a willingness to update your skills to meet those needs.
  • Demonstrated ability to work with detail, follow directions and maintain a high level of accuracy.
  • The ability to learn and use advanced technology associated with job functions is critical.
  • The ability to maintain high level confidentiality relating to all duties and responsibilities.
  • High level of organizational ability; able to handle and prioritize multiple tasks.
  • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
  • Ability and willingness to pursue relevant designations and/or continuing education, as appropriate.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Ability to exert up to 10 pounds of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull objects.
  • Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Competencies

In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include:

Core Competencies

  • Trust: Build trust through honest and caring actions and consistently do the right thing.
  • Communication: Seek understanding to convey messages and information to others in a caring and constructive manner.
  • Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience.
  • Teamwork: Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths.

Technical Competencies:

  • Compliance Knowledge: Understands and utilizes compliance knowledge (general and/or industry specific regulatory requirements) to conduct comprehensive assessments, including identifying and evaluating potential risks within general or client operations.
  • Problem Solving: Ability to efficiently identify problem(s), leverage resources to determine root cause(s) and propose and implement solutions or make improvements.

General Working Conditions:

  • General office conditions exist to meet our in-person attendance requirements. Requires extended periods of sedentary work. Involves frequent computer use and focus on data management. Work in an open-plan office setting with minimal private workspace and frequent interruptions. Occasional overnight travel may be required, depending on project needs.

Qualifications:

  • Education: Bachelor’s degree in safety program or equivalent education and/or experience. Advance degree preferred.
  • Licensing: Industry-related designations or certifications such as ASP, CSP, CHST, OHST, ARM, and CFPS preferred. Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.
  • Experience: 7+ years of experience as a company safety manager, insurance professional, or similar technical role and experience providing risk and safety services to large complex businesses preferred.

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