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Risk Enablement Specialist-logo
Risk Enablement Specialist
Northern TrustChicago, IL
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. The Risk Enablement Specialist is a key leadership position within Northern Trust's enterprise risk management function, charged with the responsibility of engaging with Technology teams, ERM Leadership and the Risk ELT to ensure that risk management needs are met in an efficient manner. As a key figure in the 2nd line of defense, this Specialist reports to the ERM Risk Enablement Director and will play a lead role in governing data and technology. The responsibilities also include oversight and backtesting of the ERM Framework effectiveness. The Risk Enablement Specialist role will be instrumental in fostering a culture of proactive risk treatment through training and monitoring adherence across the lines of defense. The key responsibilities of the role include: Engage with Data/Tech teams, ERM Leadership, and Risk ELT related to risk aggregation needs, IT projects, and reporting deliverables Understand technology and data projects both from a business and technical aspects Understand and document business requirement documents, process flows, cost and resource estimates, project planning and implementation artifacts Act as liaison between ERM leads and technology to represent business requirements Become an expert at the Service Now GRC system across all modules so can better represent the business and ERM needs Understand business processes and analyze multiple data sources/systems Develop visualization dashboards and address any ad-hoc queries using SQL, PL/SQL and Power BI Develop solutions that a) leverage/extend existing Data Warehouse & Business Intelligence and analytics infrastructure, b) are integrated with data governance and enterprise solutions, c) are scalable, repeatable and effective and d) follow agreed upon governance and technology policies Identify opportunities for enhancing value proposition along with data chain and ensure issues are identified, tracked, reported on and resolved in a timely manner Plan/Setup meetings with key stakeholders (Business, Risk, Compliance, IT), manage the meetings through a structured agenda and document discussions Drive consistency and quality of process and assessment on ERM Effectiveness Lead and support the development and backtesting of ERM Framework effectiveness with 1LOD and 2 LOD requirements Lead the integration efforts across other RCE programs, as required The successful candidate will benefit from having: 10+ years of experience in risk management, IT, or a related field within a financial services organization is preferred. Understanding of enterprise risk management & technology frameworks and project management skills. Familiarity with Governance, Risk, and Compliance tools, such as ServiceNow, preferred Ability to identify, escalate, and assist in driving actions to mitigate priority risks. Strategic and logical thinking abilities. Strong stakeholder management and communication skills, both verbal and written. Project management and change management capabilities. Digital literacy and proficiency in relevant software #LI-LK2, #LI-Hybrid Salary Range: $114,700 - 194,900 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 30+ days ago

Risk Manager- Insurance-logo
Risk Manager- Insurance
Illinois Tool WorksGlenview, IL
Job Description: Since its founding more than 100 years ago, ITW has become one of the world's leading diversified manufacturers of specialized industrial equipment, consumables, and related service businesses. We place a high premium on developing innovative solutions-most of which are developed in tandem with our customers. And we continue to ensure that our customers receive timely, cost-effective service for our innovative products. ITW's differentiated business model comprises unique core capabilities: our proprietary 80/20 business process, customer-back innovation, and our well-known decentralized entrepreneurial culture. These capabilities are unmistakably ITW-and key to our longevity and strong performance. ITW's products and solutions are at work all over the world, in deep-sea oil rigs, aerospace technology, bridges and wind turbines, healthcare, the spaces in which we live and work, the cars we drive, and the mobile devices we rely on. We are never, whether we know it or not, more than a few steps from an innovative ITW solution. Today, ITW (NYSE: ITW) employs ~46,000 people with operations in 51 countries with headquarters in Glenview, IL. Our campus includes a fitness center at no cost to the employees, cafeteria, outdoor volleyball courts, walking trails around the facility, employee resource groups, corporate discounts, dry cleaning services, covered/outdoor parking, and much more. We are just a block away from the nearest Metra station, and it is a quick 20-minute train ride to downtown Chicago, museums, lakefront, and other activities. More details on our benefits can be found on our website at https://www.itw.com/careers/benefits-compensation/ The Risk Manager position will manage a broad scope of insurance activities including the placement and administration of the global insurance programs along with other Risk Management functions. The ideal candidate will have strong technical insurance background and experience from corporate Risk Management, Underwriting and/or Broker, and will possess a solid analytical background with a detailed oriented approach and excellent communication skills. The Risk Manager will report to the Director of Risk Management and work closely with the Risk Management Team. Primary Responsibilities Manage the global property and casualty insurance administration and placement. Oversee the data and exposure information provided for underwriting submissions and applications. Manage the Risk Management spend and monthly reporting process. Support the management of the insurance captive. Assist in the review of insurance language in contracts for ITW operating businesses. Oversee the quarterly actuarial analysis process. Other duties assigned by the manager. Job Requirements A bachelor's degree is required. A professional qualification in insurance or Risk Management is preferred. 8+ years of insurance-focused experience in a risk management department, underwriting or brokerage firm/company is required. The ability to work full time, 5 days a week at the Glenview, IL campus with flexibility on hours is required. Proven experience in managing business relationships, vendors, insurance carriers and broker partners across a wide range of cultures and geographies. Proficient in Microsoft Office Suite standard business software (MS Office). Detail oriented with solid organizational skills. Excellent communication and interpersonal skills. Compensation Information: The compensation package for the role offers a competitive base salary ranging from $120K - $140K annually. This position is eligible to participate in the annual incentive plan. ITW considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, geographic location, key skills, as well as market and business considerations. In addition to a competitive salary, ITW employees in the U.S. are eligible for a comprehensive benefits package. This package includes medical, dental, vision, disability and life insurance programs. We also provide a 401k plan with both a company match and additional employer contribution, Flexible Spending Accounts, Health Savings Accounts, Employee Assistance Program, Commuter benefits, Adoption Assistance, and Educational Assistance; Parental Leave, vacation, sick time, and 11 Paid Holidays.

Posted 1 week ago

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

Posted 1 week ago

Sr. Risk Analyst-logo
Sr. Risk Analyst
Early Warning Services, LLCSan Francisco, CA
At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze℠, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment. Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship. Overall Purpose The Sr. Risk Analyst will support the Senior Director of Enterprise Risk Management in the execution, monitoring, and maintenance of the Company's enterprise risk management program, including the three-lines of defense. Essential Functions Lead various enterprise risk management projects as delegated by the Senior Director of Enterprise Risk Management. Maintain and lead the on-going development of Early Warning's Enterprise Risk Scorecards. Contribute to the development, execution, and reporting of the annual enterprise risk assessment, company risk appetite statement, and associated risk tolerances. Collaborate with management in the design of Key Risk Indictors (KRIs) and manage KRI performance reporting process for each of the top enterprise risks. Support the Risk Management team in the coordination of risk assessments, including RCSAs and GRC application updates. Create and distribute risk-based reports to management. Support the production of all necessary reports to the ERM Committee, Risk & Security Committee, and the Management Committee. Record risk data to the Company's GRC application. Create and maintain GRC system reports. Support the company's commitment to protect the integrity and confidentiality of systems and data. Minimum Qualifications Bachelor's Degree in Accounting, Finance, Risk Management or a related field required. Six (6) or more years' risk professional experience; three (3) or more within the financial services industry. Working knowledge and experience within a formal three-lines of defense program. Experience with standard risk management frameworks, concepts, and practices. Ability to work independently. Strong verbal and written communication skills. Proven ability to collaborate with and obtain support from others across an organization, including Product Development, Legal/Compliance, Operations, IT, and Accounting/Finance. Excellent interpersonal skills. Preferred Qualifications Professional certifications in Risk, Audit, Financial Analysis, and/ or Strategic Disciplines, such as CPA, CIA, ARM, CERA, FRM, CRM, or CPCU preferred. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor. Physical Requirements Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling, and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation. The base pay scale for this position in: Phoenix, AZ/ Chicago, IL in USD per year is: $90,000 - $115,000. New York, NY/ San Francisco, CA in USD per year is: $100,000 - $125,000. Additionally, candidates are eligible for a discretionary incentive plan and benefits. This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes. Some of the Ways We Prioritize Your Health and Happiness Healthcare Coverage- Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses. 401(k) Retirement Plan- Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility. Paid Time Off- Unlimited Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day. 12 weeks of Paid Parental Leave Maven Family Planning - provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. And SO much more! We continue to enhance our program, so be sure to check our Benefits page here for the latest. Our team can share more during the interview process! Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Posted 2 weeks ago

HR Risk & Associate Relations Director-logo
HR Risk & Associate Relations Director
First Horizon Corp.Memphis, TN
Location: On site at location listed in job posting. The HR Risk & Associate Relations Director is a strategic leadership role responsible for protecting the organization's talent and reputation by proactively managing HR compliance, risk, fraud, and associate relations. This role advances business priorities by cultivating a culture of integrity, trust, and accountability. Reporting directly to the Chief Human Resources Officer, this leader partners across the enterprise to translate regulatory requirements, employment law, and workplace practices into value-adding strategies that reduce risk, strengthen culture, and enhance business resilience. Key Responsibilities Strategic Leadership Design and execute a comprehensive HR risk and associate relations strategy aligned with organizational values and long-term growth objectives. Serve as a trusted advisor to senior leadership, offering insights that link risk mitigation and associate relations to improved business performance and associate engagement. Lead enterprise-wide efforts to shape a consistent, high-integrity associate experience across business units and geographies. HR Risk Management Oversee a proactive HR risk management framework that identifies, mitigates, and monitors risks across the associate lifecycle (e.g., hiring, performance management, separation). Partner with Legal, Audit, Compliance, and business leaders to assess emerging risks and design practical solutions. Lead sensitive internal investigations with integrity, consistency, and discretion, ensuring appropriate action plans and root cause resolution. Establish enterprise risk dashboards to inform HR and executive leadership on key trends, insights, and corrective actions. Associate Relations Leadership Set the strategic direction for associate relations, focusing on preventive practices, trend analysis, and scalable investigation and resolution frameworks. Lead a high-performing team of associate relations professionals, fostering capability-building and a service mindset. Act as an executive-level escalation point for complex, high-risk associate matters requiring nuanced judgment. Promote a speak-up culture by designing accessible, trusted channels for associate feedback and concerns. Policy Governance and Capability Building Oversee development, governance, and communication of HR policies that drive fairness, transparency, and compliance. Partner with Legal to ensure timely integration of new regulatory requirements into policy and practice. Deliver enterprise-wide training and leadership briefings on workplace ethics, policy updates, and risk awareness. Facilitate culture-building workshops that reinforce expected behaviors and values. Analytics, Reporting & Executive Communication Develop a data-informed reporting strategy that tracks key HR risk and associate relations metrics aligned to business outcomes. Maintain accurate documentation and case tracking to ensure legal compliance, trend visibility, and internal accountability. Present actionable insights to executive and board-level stakeholders to inform strategic decisions and culture health. Qualifications Bachelor's degree in Human Resources, Employment Law, Business Administration, or a related field. Master's degree or professional HR certification (e.g., SHRM-SCP, SPHR) preferred. Minimum of 6-8 years of progressive experience in HR compliance, associate relations, or employment law. Demonstrated ability to lead strategic risk and associate relations initiatives that drive organizational impact. Advanced knowledge of U.S. employment laws and workplace investigations; global exposure a plus. Skilled in leveraging data, technology, and systems (HRIS, case management tools) to optimize risk mitigation efforts. Strong executive communication, facilitation, and consultative skills with the ability to influence at all levels of the organization. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

Governance & Controls - Risk Advisor I - Finra-logo
Governance & Controls - Risk Advisor I - Finra
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as a dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) leadership, while maintaining a focus on mitigating risk for the firm from financial, reputation and regulatory items. Ensure that the advisors and teams, OSJs and/or branch offices are following industry rules, regulations as well as internal policies and procedures. This role is a first line of defense supervisory principal reporting within the Governance and Controls Office (GCO) Centralized Supervision Group, serving as a subject matter expert responsible for effectively and proactively identifying, mitigating, and managing risks for the Wealth Brokerage advisors. This position will be responsible for supervising the daily transactions including but not limited to securities, mutual funds, UITs, Structured Products and marketing requests. This position will perform supervisory functions that are routinely associated with those of a retail broker/dealer to engage with advisors in the management of risks and controls as well as its execution of risk program requirements. Telecommuting/Remote workstyle may be considered for well-qualified individuals located outside of the Truist footprint. Teammate will work hours supporting Eastern Standard Time* ESSENTIAL DUTIES AND RESPONSIBILITIES: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Engage in risk management activities with the line of business, proactively identifying existing and emerging risks through the day-to-day supervisory reviews that are performed. Supervisory responsibility for Broker Dealer trading activity. Provide oversight and support for open risk, audit, and regulatory issues. Primary reviewer of advisor Regulation Best Interest documentation as it pertains to solicited transactions and trigger events assigned for review by the Central Supervision Group. Perform a holistic view of overall transaction and escalate complex matters to Team Lead, manager and/or Regional Sales Management. Review of Electronic Correspondence/Social Media Review to ensure compliance with Regulatory requirements as well as current firm policy. Implement and enforce internal compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially pose a risk to the firm. Provide risk management support and oversight for change activities (both business and regulatory change). This would be accomplished in providing regular updates and communication with advisors, Regional Sales Managers, Team Lead and Business Partners to keep abreast of observations, trends, and policy oversights. Participate in meetings and calls, representing the Supervision Team when discussing Policies, Products, Systems, and other items that impact the department and our processes. Work alongside the GCO Risk Program Execution team in executing and supporting all risk program activities as defined in policy. Build and maintain relationship to enhance the supporting advisors' overall business strategy and experience. Key contributor for the quarterly supervisory observations report which provides a detailed summary of the advisor activities, trends and issues identified by the Centralized Supervision Group for each Region. Other activities and special projects, as deemed required. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree in Accounting, Business, Finance or related field, or equivalent education and related training. Three to Six years of experience in a financial or other institution with emphasis on risk management or equivalent work experience and training. Understanding of SOX and other industry-related regulatory requirements. Knowledge of operational and other non-financial risks. Ability and willingness to learn and adapt to change and competing priorities. Strong written and verbal skills. Uses judgment but close supervision is required for most tasks. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel, occasionally overnight. Preferred Qualifications: Master's degree in finance or business, or equivalent education and related training. FINRA Series 4, 7, 24, 53, and 66 licenses (Series 9 &10 can be used in lieu of 53, Series 63 & 65 can be used in lieu of Series 66). Life/Health and Variable Insurance Licensing are strongly preferred 6-8 + years related retail brokerage and/or investment advisory experience with an emphasis in Supervision/Compliance. Employee should have a thorough knowledge of retail brokerage and investment advisory industry rules, regulations, and operations. Familiar with SEC Marketing Rule and FINRA Communication with the Public Rule 2210. Strong knowledge in field of assigned business unit(s). Must have exceptional industry disciplinary history. Strong written and verbal communication skills with demonstrated ability present ideas effectively to a group. Solid problem-solving skills in complex environments. Ability to influence change and handle multiple projects concurrently. Excellent time management and organizational skills with the ability to operate without close supervision on day-to-day decisions Exceptional relationship management skills and ability to build rapport with advisors, sales management and product managers. Sound investigative skills and ability to follow up and manage cases. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 2 weeks ago

Commercial Risk Advisor (Producer) - Insurance Advisory Solutions-logo
Commercial Risk Advisor (Producer) - Insurance Advisory Solutions
BRP Group, Inc.San Antonio, TX
The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account. Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership. Is expected to meet monthly new business goals. EDUCATION AND EXPERIENCE REQUIREMENTS: Certification(s): None required; None preferred License(s): Maintains a Property & Casualty license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JG1 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 3 days ago

SOX Risk & Controls Sr Analyst-logo
SOX Risk & Controls Sr Analyst
Park National Bankalbany, OH
Role not eligible for sponsorship* JOB RESPONSIBILITIES Lead the execution and documentation of the Sarbanes-Oxley (SOX) Section 404 process for all business lines and act as the primary point of contact for SOX related matters. Coordinate SOX 404 control testing with both internal and external audit partners and assist in the evaluation of any deficiencies identified. Provide direction to business lines to support a sustainable and disciplined end-to-end control environment, identifying and escalating issues with a sense of urgency, and ensuring issues are remediated in a timely manner Oversee and facilitate SOX and business line governance related meetings, top-down risk analysis, real-time control issue detection and escalation, root cause analysis, and assessing change management initiatives. Coordinate the development and ongoing support of risk and control documentation for the line of Business Facilitate necessary risk assessment activities Advise line of business leaders of how SOX risk impacts product, process, or regulatory changes Coordinate issue management activities such as root cause analysis, action plan development, project management, and closure validation Administer governance forum(s) for the lines of business Ensure that controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies Assist with development of Risk & Control Self-Assessment mapping and documentations through participation in end-to-end process walkthroughs and deep dives with assigned business units Coordinate with other Risk & Control team members for testing and program management activities Advise line of business leaders of how SOX risk impacts product, process, or regulatory changes Coordinate issue management activities such as root cause analysis, action plan development, project management, and closure validation Administer governance forum(s) for the lines of business Ensure that controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies Assist with development of Risk & Control Self-Assessment mapping and documentation through participation in end-to-end process walkthroughs and deep dives with assigned business units Coordinate with other Risk & Control team members for testing and program management activities Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks Deliver a consistent, high level of service within our Serving More standards Other duties as assigned DESIRED KNOWLEDGE, SKILLS AND ABILITIES Interpersonal/Customer Service Skills Written and Verbal Communication Ability to understand and follow directions Adaptable to change Basic Computer Skills Leadership/Management Skills Ability to build collaborative relationships Organizational Skills/Detail Oriented Analytical Thinking Able to Multi-Task or Juggle Priorities Problem/Situation Analysis Technical Expertise Strategic Planning and Decision Making Ability to develop or mentor others Ability to work as part of a team EDUCATION AND EXPERIENCE Must possess high school diploma or equivalent 4 Year Bachelor's degree 4-6 Years Experience in the financial services industry with a background in public accounting, finance, risk management, compliance, internal audit, controls management, quality control/assurance and familiarity with SOX compliance requirements and internal control frameworks. TRAVEL REQUIREMENTS Minimal travel within the Park National footprint is expected. PHYSICAL REQUIREMENTS This position must be able to remain in a stationary position a maximum of 50% of the time, constantly operate a computer up to 50% of the time and be able to be in constant communication with coworkers, customers, and/or stakeholders to discuss and observe facts and data in order to exchange accurate information. Is there an option for Flexible Work Arrangement ? Yes - Fully Remote with on-site office meetings 1-2 times a month in Newark, Ohio

Posted 2 weeks ago

Senior Data Analyst - Credit Risk-logo
Senior Data Analyst - Credit Risk
Seacoast National BankWilliston, FL
LOCATION: This position can be located at any Seacoast location within the company's footprint in FL SUMMARY: The Senior Data Analyst is responsible for developing and executing a consistent and coherent set of data and analyses for effective credit risk measurement, management, reporting and preparation of public disclosures. Additionally, the Senior Data Analyst is responsible for organizing and leveraging data to drive fact-based analytical insights and decisions. The incumbent will collaborate across the company for needs assessments, data management, implementation, and for on-going monitoring. The ideal candidate will possess loan, accounting and analytical acumen, and demonstrate the ability to influence team members from several groups across the bank. DUTIES AND RESPONSIBILITIES: Data Design and Acquisition: Help define data requirements, including source identification, process mapping, and setting definitional standards and use. Design & Develop Dashboards: Create and maintain enterprise dashboards visual design standards for reports and dashboards, ensuring consistency and clarity across the organization. Optimize Reporting: Use Power BI, SQL, and SAS to develop scalable, efficient reporting solutions. Provide analytical insights for executive management and the board of directors on credit trends and emerging risks in portfolios, including standard and ad-hoc requests, as needed. Collaborate with Stakeholders: Work closely with management and operational teams of all levels to gather requirements and translate them into actionable data solutions. Work with data originators and data users for consistency of use of data assets, as well as to eliminate redundancies and non-sanctioned variations and influencing business process design. Partner with lines of business to address root causes that create data quality issues. Cultivate cross-functional relationships between business units to ensure insights become actionable and drive desirable business outcomes. Standardize credit data definitions and classifications and ensuring that a data trail is effectively documented within the processes associated with accessing, retrieving, exchanging, reporting, managing, and storing of data. Research data integrity issues when discrepancies are found. Run various reports to self-audit data and/or work with staff in the field to correct data as appropriate to ensure accuracy. Lead resolution to external and internal audit inquiries and supporting documentation. Adheres to Seacoast Bank's code of conduct. EDUCATION, EXPERIENCE & TECHNICAL REQUIREMENTS: Data Visualization Experience with enterprise dashboard development, data reporting, and visualization best practices. Ability to optimize datasets and improve reporting clarity and efficiency. Leadership Skills that guide stakeholders through data-driven decision-making, aligning analytical solutions with business strategies. Continuous Learner: We love people who are always looking to adopt new tools and methodologies. Lending and credit risk analytics, such as loan loss forecasting, probability of default and risk rating development, is important. Provide attention to detail and ensure data accuracy. 5-7 years of progressive, related experience. Extensive skills with: SQL, SAS, or comparable tools Visualization software such as SAS Visual Analytics and Power BI. Self-motivated to proactively learn and solve complex business problems. Excellent communication, interpersonal, organization, and time-management skills. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1

Posted 30+ days ago

Conduct Risk & Incentive Compensation Oversight Director-logo
Conduct Risk & Incentive Compensation Oversight Director
Truist Financial CorporationRichmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Conduct Risk and Incentive Compensation Oversight Director serves as a leader within the Ethics and Conduct function, responsible for advancing the firm's strategy for incentive compensation governance through the lens of conduct and enterprise risk. This role brings seasoned risk expertise and business fluency to evaluate, challenge, and influence compensation programs. This role partners directly with executive leadership across the enterprise, providing risk-informed guidance and effective challenge on incentive plan, performance metrics, and reward outcomes. The role promotes a balance of risk and rewards, reinforces strong control standards and drives alignment with regulatory expectations, enterprise strategy, and risk appetite. Operating within the Second Line of Defense (LOD2), this role integrates insight across conduct-related matters, including Sales Practices, Teammate Concerns and Investigations, Code of Ethics operations, and Reputational Risk to drive holistic oversight and behavioral accountability. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead the development and oversight (LOD2) of the firm's incentive compensation risk governance program, spanning Annual Incentive Plans (AIP), Business Incentive Plans (BIP for revenue-generating teammates), and Long-Term Incentives (LTI), including executive compensation. Serve as a key advisor to executive leadership, Total Rewards on incentive design, risk mitigation, and performance alignment. Apply risk judgement and effective challenge to ensure incentive plans reflect ethical behavior, sustainable outcomes, and control environment. Oversee execution and calibration of the Business Incentive Plan Risk Assessment (BIPRA) tool; ensure vertical and horizontal consistency, where appropriate, in risk evaluation, design, and mitigation. Maintain the tool's alignment to the enterprise risk taxonomy and associated risk assessment policies. Integrate incentive oversight with broader conduct risk efforts, including Sales Practices, Teammate Concerns and Investigations, Code of Ethics operations, and Reputational Risk to ensure programmatic alignment and support risk intelligence. Develop governance documents, training and communication to drive enterprise awareness and understanding of incentive risk. Manage and mentor a team of risk professionals in alignment with policy expectations to provide independent risk oversight of supporting risk programs. Collaborate with internal stakeholders to build processes utilizing data analytics and emerging technologies to identify, assess, and monitor conduct-related risk and incentive plan effectiveness. Manage the development of governance and other required reporting to ensure adherence with risk reporting and enterprise committee governance standards. Stay abreast of risk program owner requirements and ensure connectivity to Enterprise Risk Management requirements across all level one risk types. Maintain awareness of industry trends, peer and best practices, and evolving regulatory standards related to incentive governance, integrating relevant insights as applicable. Accountable for ensuring timely and effective remediation of assigned self-identified and audit findings/issues. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. B.A., B.S. with specialization in Finance, Economics, Accounting, Business Administration, or related fields. Ten years of relevant experience in line of business, risk management, or consulting, preferably with large financial services institutions, consulting firms, and/or regulatory agencies, having managed small to medium-sized teams. Experience with formulating and managing programs including risk strategy, risk framework, and risk appetite. Strong analytical skills with high attention to detail and accuracy. Strong communication and interpersonal skills; ability to influence and consult strategically across a large institution with various levels of leadership/stakeholders, including Executive Leadership. Demonstrated success in leadership and change management. Preferred Qualifications: Advanced Degree or Risk certification program. Prior experience engaging with internal / external auditors and external regulators. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Risk Specialist I - Data Integrity-logo
Risk Specialist I - Data Integrity
First Horizon Corp.Johnson City, TN
Location: On site in Memphis, TN; Miami Lakes, FL, Orlando, FL, Knoxville, TN, Asheboro, NC, Longwood, FL, Johnson City, TN. SUMMARY The primary responsibility of this position is to complete data integrity reviews of all covered loans in compliance with the Home Mortgage Disclosure Act (HMDA) and the Community Reinvestment Act (CRA) in order to effectuate successful CRA and HMDA data integrity examinations. The CRA and HMDA data integrity examinations contribute to the data reported on the annual CRA Loan Register and HMDA Loan Application Register submitted by the Data Integrity Manager to the Federal Reserve and Consumer Financial Protection Bureau (CFPB), respectively. This position requires the safekeeping and complete confidentiality of all customer transactions and information, including that of other bank personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Possess strong comprehension skills as it pertains to reading internal policies and procedures as well as state and federal regulatory law in order to effectively performs HMDA and CRA Small Business loan data integrity reviews. Maintains a commitment to continuous learning and developing knowledge and skills to competently and efficiently execute assignments. Data integrity reviews involve critical thinking and utilizing excel, bank systems, and legal documents to ensure the reportable data is accurate for government reporting. The position involves the ability to analyze large sets of data in a timely manner, ensuring the Bank's internal procedures and controls are executed effectively and adhere to state and federal regulatory law. If potential issues are identified, the candidate must have strong oral or written communication skills in order to effectively communicate with the line of business when there is a need to request additional documentation. Effectively communicates discrepancies identified during the reviews to the Data Integrity Manager and/or Data Integrity Team Lead to assist in the facilitation of coordinating with business partners to seek clarity on any discrepancies identified in the review process. Must exhibit strong time management skills in order to adhere to deadlines (both internal and those required by law) and meets department quality standards for accuracy and completeness of work. Attends training programs on CRA and HMDA to remain current with changing regulations and requirements as needed. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Be willing to take on growth opportunities by participating in special projects and assignments while maintaining day-to-day responsibilities. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 0-4 years of experience or equivalent combination of education and experience Compliance and Risk Management Experience - 0-2 years COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 1 week ago

Director - Property Tax, Value And Risk Advisory-logo
Director - Property Tax, Value And Risk Advisory
JLLWashington, DC
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Opportunity - We are currently seeking a Director to join the JLL Property Tax team. Our target candidate will be responsible for engaging in business development to build their book of business to generate revenue for the practice. This includes researching and analyzing market assessment data and sales transactions. The Director assists the team with assessment review and monitoring appeals for clients. The Director is responsible for conducting excellent client service and drive revenue and profit for the practice. The ideal candidate will have analytical and problem-solving skills combined with strong people skills. The candidate will be required to respond to client inquires and requests from tax assessor's and collectors. Additional requirements: Demonstrates full understanding of the property tax cycle for real estate property. Has an understanding of jurisdictional rules and filing requirements. Is capable of collecting and reviewing client-provided data Reviews assessment notices and determines potential appeal opportunities. Has knowledge in assessment review, appeal determination, tax bill administration and the three approaches to value, cost, income and sales. Additionally, understands the equalization method accepted in certain states. Files appeals and monitors the appeal process. Communicates appeal opportunities with clients. Performs additional tasks as assigned. Education and Experience: Bachelor's degree in Finance, Business Development, Business Management preferred, but not required. Candidates with valuation designations preferred (TX). 4+ years property tax related experience. Ambition to perform in a high energy team environment. Demonstrate leadership, problem solving, verbal and written communication skills. Ability to prioritize tasks, work multiple assignments and manage client portfolios. Ability to work both independently and as part of a team. Work: Must be willing to travel to attend hearings. Position requires regular interaction with employees, clients and jurisdictions both in person, email and telephone. Our Property Tax practice is part of JLL Valuation & Advisory Services platform, comprised of experienced, licensed, qualified Property Tax Consultants who use local insights and their years of expertise to deliver accurate, reliable and prompt property tax review. We provide sound advice, no matter the size of a property, complexity of a project, or industry focus. Estimated total compensation for this position: 140,000.00 - 150,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: Remote -Atlanta, GA, Baltimore, MD, Bethesda, MD, Boston, MA, Denver, CO, Irvine, CA, Los Angeles, CA, Miami, FL, Nashville, TN, Richmond, VA, San Diego, CA, San Francisco, CA, Seattle, WA, St. Paul, MN, Tampa, FL, Washington, DC Job Tags: VAS If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 2 weeks ago

Director Of Quality And Risk-logo
Director Of Quality And Risk
Encompass Health Corp.Fredericksburg, VA
Quality/Risk Director Career Opportunity Highly regarded and valued for your Quality/Risk Director expertise Are you seeking a career that not only utilizes your skills but also aligns with your personal values, providing a profound sense of belonging and the opportunity to make a meaningful difference in patients' lives? Look no further than Encompass Health, the nation's leader in in-patient rehabilitation care. As a Quality/Risk Director, you will oversee a hospital-wide quality management program, collaborating with various stakeholders to monitor and enhance the quality of patient care services. Join a team that values collaboration, support, and inclusivity, and embark on a rewarding career close to home and close to your heart, complete with access to cutting-edge equipment and technology and a comprehensive benefits package from day one. A Glimpse into Our World At Encompass Health, you'll experience the difference the moment you become a part of our team. Being at Encompass Health means aligning with a rapidly growing national inpatient rehabilitation leader. We take pride in the growth opportunities we offer and how our team unites for the greater good of our patients. Our achievements include being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For Award, among other accolades, which is nothing short of amazing. Starting Perks and Benefits At Encompass Health, we are committed to creating a supportive, inclusive, and caring environment where you can thrive. From day one, you will have access to: Affordable medical, dental, and vision plans for both full-time and part-time employees and their families. Generous paid time off that accrues over time. Opportunities for tuition reimbursement and continuing education. Company-matching 401(k) and employee stock purchase plans. Flexible spending and health savings accounts. A vibrant community of individuals passionate about the work they do! Become the Quality/Risk Director you've always aspired to be Ensure compliance with regulatory agencies, accrediting bodies, corporate and hospital policies, and procedures. Develop, implement, and maintain quality assessment and improvement programs. Assess compliance with federal, state, and industry regulatory and accreditation standards, facilitating processes to remediate and/or maintain compliance. Provide organizational education related to regulations and standards and coordinate local, state, federal, and accreditation surveys. Use a variety of applications (including, but not limited to, PatCom, UDS, ORYX, and Press Ganey) to identify improvement opportunities, generate reports, research issues, identify resources, and access external databases. Ensure the update and maintenance of hospital plans, including the Provision of Care/Scope of Services, Leadership, Information Management, Utilization Review, Infection Control, and Patient Safety plans. Oversee risk management activities, including completion of incident reports, notice of potential claims, corrective action planning, and incident reporting to the Corporate Risk Manager. Coordinate the review, development, and implementation of hospital policies. .Communicate and collaborate with other departments to coordinate care and promptly resolve patient concerns or complaints. Celebrate the accomplishments and successes of our dedicated employees along the way. Qualifications A bachelor's degree in healthcare or a related field is preferred. License or Certification as required by state regulations. Experience in Quality and/or Risk Management, including primary responsibility for performance improvement activities, regulatory compliance, conflict resolution, leadership, and risk management activities. The Encompass Health Way We proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing! At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification. We're looking forward to meeting you, and we genuinely mean that. Join us on this remarkable journey!

Posted 30+ days ago

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

Posted 1 week ago

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

Posted 30+ days ago

Director - Property Tax, Value And Risk Advisory-logo
Director - Property Tax, Value And Risk Advisory
JLLBaltimore, MD
JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Opportunity - We are currently seeking a Director to join the JLL Property Tax team. Our target candidate will be responsible for engaging in business development to build their book of business to generate revenue for the practice. This includes researching and analyzing market assessment data and sales transactions. The Director assists the team with assessment review and monitoring appeals for clients. The Director is responsible for conducting excellent client service and drive revenue and profit for the practice. The ideal candidate will have analytical and problem-solving skills combined with strong people skills. The candidate will be required to respond to client inquires and requests from tax assessor's and collectors. Additional requirements: Demonstrates full understanding of the property tax cycle for real estate property. Has an understanding of jurisdictional rules and filing requirements. Is capable of collecting and reviewing client-provided data Reviews assessment notices and determines potential appeal opportunities. Has knowledge in assessment review, appeal determination, tax bill administration and the three approaches to value, cost, income and sales. Additionally, understands the equalization method accepted in certain states. Files appeals and monitors the appeal process. Communicates appeal opportunities with clients. Performs additional tasks as assigned. Education and Experience: Bachelor's degree in Finance, Business Development, Business Management preferred, but not required. Candidates with valuation designations preferred (TX). 4+ years property tax related experience. Ambition to perform in a high energy team environment. Demonstrate leadership, problem solving, verbal and written communication skills. Ability to prioritize tasks, work multiple assignments and manage client portfolios. Ability to work both independently and as part of a team. Work: Must be willing to travel to attend hearings. Position requires regular interaction with employees, clients and jurisdictions both in person, email and telephone. Our Property Tax practice is part of JLL Valuation & Advisory Services platform, comprised of experienced, licensed, qualified Property Tax Consultants who use local insights and their years of expertise to deliver accurate, reliable and prompt property tax review. We provide sound advice, no matter the size of a property, complexity of a project, or industry focus. Estimated total compensation for this position: 140,000.00 - 150,000.00 USD per year The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data . Location: Remote -Atlanta, GA, Baltimore, MD, Bethesda, MD, Boston, MA, Denver, CO, Irvine, CA, Los Angeles, CA, Miami, FL, Nashville, TN, Richmond, VA, San Diego, CA, San Francisco, CA, Seattle, WA, St. Paul, MN, Tampa, FL, Washington, DC Job Tags: VAS If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity and Affirmative Action policy here. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may contact us at Accommodation Requests. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.

Posted 2 weeks ago

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

Posted 1 week ago

Software Engineer, Full Stack - Risk Engineering-logo
Software Engineer, Full Stack - Risk Engineering
Clear Street LLCNew York, NY
About Clear Street: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today's complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We've agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. By combining highly-skilled product and engineering talent with seasoned finance professionals, we're building the essentials to compete in today's fast-paced markets. The Role: Implement efficient user-interfaces for both internal and external users Architect new backend services and storage layers for risk based metrics Collect and break down requirements to produce technical designs Collaborate with other tech teams, as well as business, operations, and compliance team members The Team: The Risk Engineering (RENG) team aims to measure the portfolio risk of both our clients and the firm. As a member of RENG, you will become an expert in various risk methodologies (Reg-T, Portfolio Margin) to build efficient, scalable systems from the ground up to quantify and manage these risks in real-time. Requirements: You have 5+ years of experience implementing scalable backend services with a statically-typed language (Go / Java preferred). You have experience building efficient user-interfaces using Typescript and React. You leverage strong communication skills to collaborate effectively with non-technical business stakeholders, product managers, and engineers. You are excited to explore new technologies and become an expert in our tech stack. Tech Stack: React, Typescript, Go, Python, gRPC, Kafka, PostgreSQL, Docker, Kubernetes, AWS, Snowflake We Offer: The Base Salary Range for this role is $170,000 - $240,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity. At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse - in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LI-HYBRID

Posted 30+ days ago

Sr. Client Manager, Commercial Risk - Insurance Advisory Solutions Northeast-logo
Sr. Client Manager, Commercial Risk - Insurance Advisory Solutions Northeast
BRP Group, Inc.Boston, MA
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 Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY RESPONSIBILITIES: Performs all Client Manager, Commercial Risk responsibilities as well as: Assists in establishing and maintaining appropriate commercial carrier relationships. Performs marketing activities for large accounts as assigned. Prepares risk maps or peer reviewing risk maps for assigned accounts. Coordinates service delivery including developing initial placement/renewal strategy. Completes special projects. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership. When requested, serves as a mentor to new colleagues. EDUCATION AND EXPERIENCE REQUIREMENTS: Education:None required; Bachelor's degree and working towards a professional insurance designation preferred Experience (years and type of experience): 10 years' experience and demonstrated proficiency in Commercial Account Management required; 10+ years' experience and demonstrated proficiency in Commercial Account Management preferred Certification(s): None required; None preferred License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Possesses strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites. Can analyze complex risk exposures, existing insurance coverages and develop appropriate recommendations for clients and prospects. Demonstrates effective presentation skills through verbal and written communications. Exhibits excellent client service and problem-solving skills. Can comfortably work in a collaborative manner with a team of professionals from CRMG and other business segments. Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: None SPECIAL WORKING CONDITIONS: Fast paced multi-tasking environment Some travel may be required IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Posted 30+ days ago

Financial Risk And Regulatory - Resolution Planning - Manager-logo
Financial Risk And Regulatory - Resolution Planning - Manager
PwCSilicon Valley, CA
Industry/Sector Banking and Capital Markets Specialism Financial Risk Management Level Manager Job Description & Summary A career in our Balance Sheet Management practice, within Financial Risk and Regulatory services, will provide you with the opportunity to help business leaders embed a proactive and dynamic risk management capability and mind set into their corporate business practices. From strategy through to implementation, we help put in place people, processes and technology so they can leverage financial risk management to identify new opportunities and pursue success as smoothly, systematically and sustainably as possible in the face of changing markets, technologies and competition. Our team provides our clients with gap assessments as well as design and implement processes to facilitate asset and liability management, funding and liquidity planning and stress testing, and capital management. You'll help build tools that enable our clients to efficiently utilise capital and liquidity resources, consistent with regulatory expectations. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 6 year(s) Preferred Qualifications: Degree Preferred: Master Degree Preferred Fields of Study: Applied Mathematics,Mathematical Statistics,Mathematics,Law,Finance,Economics,Financial Mathematics,Banking and Finance,Business Analytics,Statistics Additional Educational Preferences: Masters of Business Administration JD Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success as a team leader with one or more of the following areas: Possess experience presenting and developing recovery or resolution plans, including planning, execution, delivery, and maintenance of these programs; Knowledge and understanding of regulatory requirements issued by the Federal Reserve, Federal Deposit Insurance Cooperation, and Office of the Comptroller of Currency that relate to recovery and resolution planning; Monitor and adapt to changing regulatory requirements for recovery and resolution planning and knowledge of the regulatory submission and feedback process; Experience with providing professional services to large scale regulatory driven programs and managing initiatives for a complex organization with multiple stakeholder groups; Synthesize regulatory requirements, expectations, and peer practices and analyze whether plans and capabilities align; Develop and analyze formal written narratives summarizing information provided by stakeholders; Design, advise and assist the client with its implementation of capabilities to meet regulatory requirements in a sustainable, well-controlled, and repeatable manner; Experience with governance including policies/procedures/controls, develop presentations to obtain approvals from senior management and board committees, and present updates for large regulatory submissions (including production calendars and status reports); Financial Services products and services (e.g., Retail Banking, Commercial Banking, Capital Markets, Asset Management, Insurance); Understand the macroeconomic and regulatory environment as they relate to financial institutions; Knowledge of balance sheet management, asset liability management (ALM), liquidity management, and stress testing; and, Knowledge of liquidity requirements under Reg YY, OCC bulletins and Federal Reserve SR letters. Demonstrates extensive level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs: Actively participate in client discussions and meetings; Identify and address client needs by building, maintaining, and utilizing networks of client relationships and community involvement, communicate value propositions, manage resource requirements, project workflow, budgets, billing and collections; Prepare and/or present complex written and verbal materials using extensive technical skills in MS Office; Communicate complex messages clearly and concisely in verbal and written form; Manage client feedback and navigate ambiguous situations to deliver on client requests; and, Build relationships with internal and client stakeholders. Demonstrates extensive-level abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs: Create a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Leverage thorough ability to communicate project goals and objectives, project status and deliverables, building consensus and presenting standard industry practices/point of view effectively; Provide candid, meaningful feedback in a timely manner; Keep leadership informed of progress and issues; Consider cross-cultural differences, seek diverse views to encourage improvement and innovation, and foster a global mindset for the team; and, Manage multiple priorities and meeting tight deadlines in a dynamic work environment. Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, 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

Northern Trust logo
Risk Enablement Specialist
Northern TrustChicago, IL
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Job Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

The Risk Enablement Specialist is a key leadership position within Northern Trust's enterprise risk management function, charged with the responsibility of engaging with Technology teams, ERM Leadership and the Risk ELT to ensure that risk management needs are met in an efficient manner. As a key figure in the 2nd line of defense, this Specialist reports to the ERM Risk Enablement Director and will play a lead role in governing data and technology. The responsibilities also include oversight and backtesting of the ERM Framework effectiveness. The Risk Enablement Specialist role will be instrumental in fostering a culture of proactive risk treatment through training and monitoring adherence across the lines of defense.

The key responsibilities of the role include:

  • Engage with Data/Tech teams, ERM Leadership, and Risk ELT related to risk aggregation needs, IT projects, and reporting deliverables

  • Understand technology and data projects both from a business and technical aspects

  • Understand and document business requirement documents, process flows, cost and resource estimates, project planning and implementation artifacts

  • Act as liaison between ERM leads and technology to represent business requirements

  • Become an expert at the Service Now GRC system across all modules so can better represent the business and ERM needs

  • Understand business processes and analyze multiple data sources/systems

  • Develop visualization dashboards and address any ad-hoc queries using SQL, PL/SQL and Power BI

  • Develop solutions that a) leverage/extend existing Data Warehouse & Business Intelligence and analytics infrastructure, b) are integrated with data governance and enterprise solutions, c) are scalable, repeatable and effective and d) follow agreed upon governance and technology policies

  • Identify opportunities for enhancing value proposition along with data chain and ensure issues are identified, tracked, reported on and resolved in a timely manner

  • Plan/Setup meetings with key stakeholders (Business, Risk, Compliance, IT), manage the meetings through a structured agenda and document discussions

  • Drive consistency and quality of process and assessment on ERM Effectiveness

  • Lead and support the development and backtesting of ERM Framework effectiveness with 1LOD and 2 LOD requirements

  • Lead the integration efforts across other RCE programs, as required

The successful candidate will benefit from having:

  • 10+ years of experience in risk management, IT, or a related field within a financial services organization is preferred.

  • Understanding of enterprise risk management & technology frameworks and project management skills.

  • Familiarity with Governance, Risk, and Compliance tools, such as ServiceNow, preferred

  • Ability to identify, escalate, and assist in driving actions to mitigate priority risks.

  • Strategic and logical thinking abilities.

  • Strong stakeholder management and communication skills, both verbal and written.

  • Project management and change management capabilities.

  • Digital literacy and proficiency in relevant software

#LI-LK2, #LI-Hybrid

Salary Range:

$114,700 - 194,900 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.