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Morgan Stanley logo
Morgan StanleyPurchase, New York

$110,000 - $190,000 / year

Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments— Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides a wide variety of products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions, and individuals. Institutional Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services. Our U.S. banking subsidiaries, Morgan Stanley Bank, N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), each, a “Bank” and collectively, the “U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals, and invest in securities. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes secured lending facilities and commercial real estate loans. Lending activity recorded in the U.S. Banks from the Wealth Management business segment primarily includes securities-based lending, which allows clients to borrow money against the value of qualifying securities, and Residential real estate loans. Description: The Vice President (VP) in Affiliate Risk Oversight (ARO) serves as a key member of 1L Operational Risk within U.S. Banks Business Risk and is responsible for supporting the U.S. Banks’ Internal Affiliate program. This role is responsible for identifying, measuring, monitoring, controlling, and reporting operational risks, while enabling consistent execution of risk management practices across the Banks. The VP will work closely with business owners to ensure accountability for risks created within their respective lines. This role is vital for maintaining appropriate affiliate relationships and mitigating risk. The goal of this position is to strategically organize, lead and drive change to continue to educate and improve on the ARO structure and value. The program’s framework includes the following areas of responsibility: Key Responsibilities: Ensure key regulatory guidance and requirements, particularly Office of the Comptroller of the Currency (OCC) Bulletin on Third Party Relationships and Regulation W, are adhered to for U.S. Banks’ Affiliate Task Orders Collaborate with stakeholders to facilitate the oversight the execution and performance of Bank Affiliate Task Orders—leading discussions with stakeholders in support of oversight of internal Affiliate lifecycle management, including agreement creation with appropriate process level descriptions, cost and service levels, periodic risk monitoring, and contract termination Complete ongoing affiliate SLA Criticality Assessments with stakeholders Provide oversight and training to ensure adherence to the Banks’ Inter-Affiliate Management Policies and Procedures Prepare and present results of monitoring assessments, identified risks and remediation progress, and escalation of issues to senior bank management Support the execution of the First Line of Defense Oversight and monitoring program—identifying, measuring, and reporting emerging risks Drive Institutional risk related initiatives to ensure products are connected to firm-wide or Bank-wide programs, including being able to identify the need for technology and process changes within the products. Support execution across various Operational Risk frameworks in accordance with Firm and U.S. Bank requirements, including: Issue and incident management Risk and Control Self-Assessment (RCSA) Control validation Risk assessments and metrics Exam and audit support New product approval and product change management Collaborate with Risk partners (Legal, Compliance, Central Business Risk, 2nd Line Risk Groups) to resolve issues and obtain guidance. Perform and oversee tasks related to Risk Control Self Assessments (RCSA), including evaluating risks, impacts, and mitigating controls, engaging with business partners, and documenting results. Support U.S. Banks Institutional Businesses during internal and external audits, including document reviews and participation in exam meetings. Manage the production of management reporting materials and prepare for monthly risk meetings Perform data analysis and produce Excel reporting as needed. Experience and Knowledge : Minimum 7+ years of professional experience in financial services; operational risk, enterprise risk management, finance, compliance or audit Bachelor’s degree in Finance or Accounting or a related discipline. Banking experience is preferred Proven experience in operational risk management within financial services. Strong understanding of regulatory frameworks and risk governance. Experience with risk assessments and exams (Regulator, Internal Audit, Operational Risk, and Compliance). Understanding of RCSA or similar operational risk management frameworks. Experience working with cross-functional teams. This is a hybrid role and requires work from the office 4 days per week. Skills: Ability to demonstrate experience with Institutional financial products inclusive of derivatives Strong knowledge of banking risk, regulatory and/or compliance rules and regulations Strong interpersonal, verbal and written communication skills; capable of clear and concise writing, making presentations to an internal audience and interacting with upper Management, colleagues and clients Proven track record of working across organizational boundaries and having the ability to work in a matrixed organization; leveraging resources across the organization to complete deliverables. Proficient in creating PowerPoint presentations and performing Excel data analysis. Familiarity with SharePoint, Microsoft Windows, and Microsoft Office software. Strong project management, execution, and reporting skills Confident, proactive, and independent self-starter. Strong organizational skills and ability to prioritize tasks. Ability to work in fast paced, high-demand environment, both independently and as part of team Consistent attention to detail with strong analytical, quantitative, and investigative problem-solving abilities WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $ 110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted today

Transamerica logo
TransamericaDenver, Colorado

$175,000 - $210,000 / year

Job Family About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com . Job Description Summary Serve as a leader for the Protection Solutions and Savings Investment (PS&SI) first line risk program. Ensure risk considerations are embedded across the company and oversee identification, assessment, monitoring, and reporting of key risks. Manage relationships with senior business partners to effectively maintain the company’s risk profile. Job Description Responsibilities Lead a functional business risk team and manage end-to-end risk activities, including controls, risk evaluation, and remediation. Oversee risk management and remediation for major PSSI business initiatives. Recommend process and control improvements to enhance risk mitigation, efficiency, and quality. Manage risk issue activities, including identification, root cause analysis, action planning, and reporting outcomes to management. Challenge process and business owners on remediation plans to ensure adequacy of actions. Advise executive leadership on complex risk matters requiring judgment and resolution. Provide guidance on control design, documentation, and automation opportunities during process mapping. Support senior leaders on projects and strategic initiatives with risk-related decisions. Develop and maintain regular business risk reporting for PSSI. Build relationships with senior leaders and stakeholders to strengthen risk culture. Qualifications Bachelor’s degree in accounting, finance, or related field Twelve years of experience in operational risk management or equivalent operational leadership role Leadership experience in operational risk management, internal controls, or audit Expertise in risk management principles, including process flows, risk and control assessment, testing, and monitoring Strong analytical skills to identify risk trends and changing risk levels Ability to prioritize multiple initiatives in a fast-paced environment Strong attention to detail and accuracy Sound judgment to resolve issues and achieve objectives Ability to present and interact with all levels of management Relationship-building skills across all levels Excellent oral and written communication skills Preferred Qualifications Knowledge and experience in the insurance or financial services industry Working Conditions Office Environment Moderate Travel 10 to 25% Travel to conduct risk activities The Salary for this position generally ranges between $175,000 - $210,000 annually . Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits Competitive Pay Bonus for Eligible Em ployees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe. * It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Posted 2 weeks ago

H logo
Hub International InsuranceChicago, Illinois

$180,000 - $225,000 / year

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: Are seeking a progressive work environment at a well-established, yet rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others Summary The Complex Risk Account Executive leads the overall service, recommendations, and implementation of a book of insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. Responsible to partner with Sales Professionals for business development and sales with new and existing clients. To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. 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. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Manages an assigned book of Complex Risk business which is comprised of key and high revenue-producing accounts, all of which have a significant impact on the business operations of the client and on HUB. Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions, coordination with HUB Claim professionals on claim issues, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts. Knowledgeable in alternative risk financing program structures (large deductibles, retrospective rating plans, captives, etc.). Reviews client data and utilizes HUB analytics platforms to provide clients with analysis of the data to assist in structuring risk financing and risk transfer strategies. Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. When counseling clients on appropriate coverage, will assess risks based on clients’ situation and determine proper coverage to insure and mitigate those risks. Builds strong relationships with internal customers (producers, product lines specialists, Risk Services, and Claims Consulting) as well as our external trading partners. Oversees product line specialists (Property, Casualty, ProEx) in negotiating terms, conditions, program structure, and pricing with insurance carriers. In some cases will take the lead in these negotiations in lieu of product line specialist engagement. In situations where special carrier programs are available, determines if those programs are appropriate for particular clients. Then consults with clients on the benefits of those programs. Will then work with carriers to quote coverage through appropriate program. Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve. Leads client meetings (including renewal meetings), independent from producer or manager as needed. Supports, mentors, and trains Account Managers, Associate Account Managers, and Account Coordinators, as necessary. May oversee functions performed by Account Managers and Associate Account Managers including approval of renewal strategies and resolution of client and carrier issues. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Leads all aspects of client service, marketing, and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients’ insurance needs. Responsible for overall retention of accounts in assigned book of business. Assists in development of new business from existing accounts, and supports Sales Professional on assigned prospects. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate. Appropriately documents conversations with clients and carrier representatives and updates all HUB agency management systems when necessary. Ensures the accuracy of data in those systems. Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients Travels on company business as required. Prepares reports for management as required. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. Work Experience Requirements: 7-10+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred. Excellent oral and written English communications skills. Leadership experience and independent responsibility for client retention preferred. Ability to lead and influence in a team environment. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required. Licensing or Certification Requirements: Currently licensed in good standing in required lines and states. Current with all necessary CE credits in required lines and states. Advanced professional designation highly desirable (e.g., AAI, ARM, CIC). Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $180,000- $225,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. Department Account Management & ServiceRequired Experience: 7-10 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Posted 1 day ago

Royal Bank of Canada logo
Royal Bank of CanadaMinneapolis, Minnesota

$85,000 - $150,000 / year

Job Description What is the opportunity? Support RBC US Wealth Management’s management in reimaging our margin credit risk team, a key component of the cash and lending business. The Credit Risk Manager is a key team member leading the execution and implementation of margin risk management policies and procedures. The Credit Risk Manager will partner closely with internal and external partners ensuring the timely and successful implementation of multiple large and small-scale initiatives. What will you do? Manages and maintains relationships with vendors, the IT department and end users regarding loan servicing software specifications and up gradation. Establishes internal policies and procedures on loan relationship management to ensure high standards and quality work in loan service processes. Monitors and oversees all activities related to the loan servicing lifecycle from loan setup to post closing. Directs, motivates, and evaluates the performance of loan service team members. Analyze margin credit data and financial information to evaluate marginability of securities. Develop and implement credit risk policies to minimize losses. Monitor loan portfolio and identify potential risks. Prepare credit risk reports for senior management. Collaborate with other departments to manage credit risk. Ensure compliance with regulatory requirements and internal risk policies. Drive automation and improvement in risk management practices. Lead product development for the group. Participates in internal committees and industry groups to promote operational efficiencies and enhance knowledge. Leverage/promote use of technology to achieve operational efficiencies and mitigate risk. What do you need to succeed? Must-have Bachelor’s degree preferred or relevant experience. 5+ years’ experience at a wealth management firm showing progression supporting risk management for margin and other securities-based lending programs. Experience managing credit risk analysis of securities. Strong understanding of the margin regulatory and legal environments. Strong problem-solving skills. Strong communication skills. Strong interpersonal skills, including developing relationships with key internal and external partners. Strong ability to ask critical questions, anticipate problems/future needs, and take ownership. SIE Series 24, 7 and Series 63 licenses required or to be obtained within 90 days of employment start date. Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization. Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary. Highly desired, but not required, experience leading product conversion to new provider. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $85,000-$150,000 (Minneapolis), $94,000-$165,000 (Chicago), and $110,000-$190,000 (New York) depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Credit, Credit, Credit Analysis, Credit Risks, Customer Service, Decision Making, Ensure Compliance, Financial Information, Financial Statement Analysis, Group Problem Solving, Loan, Loan Servicing, Management Practices, Margin Calculations, Margin Lending, Mitigated Risks, Operational Efficiency, People Management, Performance Management (PM), Product Development, Regulatory Requirements, Relationship Management, Retail Banking, Retail Lending, Risk Management {+ 4 more} Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-23 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

One Medical logo
One MedicalPhoenix, AZ
About Us One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform healthcare, which means improving the experience for everyone involved - from patients and providers to employers and health networks. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. In February 2023 we marked a milestone when One Medical joined Amazon. Together, we look to deliver exceptional health care to more consumers, employers, care team members, and health networks to achieve better health outcomes. As we continue to grow and seek to impact more lives, we’re building a diverse, driven and empathetic team, while working hard to cultivate an environment where everyone can thrive. The Opportunity The One Medical at Home (OM@H) Program is seeking an experienced, Remote, full-time Registered Nurse with a Care Management or Case Management background to join our team. This is a fully virtual role supporting patients in multiple states/markets. The OM@H RN will support the care of One Medical Senior Health patients enrolled in the OM@H program by working with internal and external care team members to coordinate patient care. The OM@H RN will create appropriate action plans, triage patient phone calls, and manage transitions of care to acute and post acute facilities. The ideal candidate is goal oriented, uses critical thinking and creativity to address challenges, and is comfortable with ambiguity. You are skilled in chronic disease education and care management, and passionate about Seniors’ health and demonstrate outstanding clinical aptitude and judgment when caring for a patient. Employment type: Full time 40 hours per week Must be able to work Monday through Friday, 8AM - 5PM in Pacific Time Zone What you’ll be working on: Participate in daily huddles and weekly rounding with your assigned market care teams to review overnight calls, previous day triages, complex patient care needs, new facility admissions, pending facility discharges, and provider daily schedules Address tasks assigned to you by various team members for your patient panel including, but not limited to, lab results, medication questions, short term education needs, action plan requests, and triage follow up Work together with other RNs to respond to incoming patient calls across all markets that require nursing triage Respond timely to multiple Slack channels where team members post urgent needs throughout the day Serve as the primary liaison between partner providers and the patient’s primary care provider (PCP) team during time of transition, engaging in action planning, medication reconciliation, pre- and post-discharge planning, and facilitating safe handoffs of care Manage assigned patients with the purpose of helping them be more effective at managing their own care, understand their medical conditions and medications, navigate the healthcare system and utilize resources appropriately Create a patient centered-action plan with each patient and consistently document planned interventions and patient self-management strategies Address and resolve post-discharge barriers and potential readmission factors including home health, durable medical equipment, and social determinants of health Communicate significant clinical information regarding assigned patients to other members of the healthcare team and especially to the patient’s PCP Attend care coordination rounds and team huddles to support and facilitate patient care collaboration Effectively navigate health insurance policies and guidelines related to primary care, specialist, acute, rehabilitation and long term care Develop a positive working relationship with sponsor care management staff Build strong relationships with health systems and facilities, including facilitating coordination and communication channels Education, licenses, and experiences required for this role: AZ Licensed Registered Nurse (RN) required and ability to obtain licensure or already be licensed in other states/markets (GA, TX, AZ, CO) as this fully virtual role and coverage requires it 5+ years preferred of RN experience with at least 1 year care coordination/case management experience within the past 5 years. Demonstrated experience in complex care settings, senior health, or case management experience (preferred), ideally with understanding of home based care services, hospitals/ SNF and long term care facilities. Knowledge of the local market healthcare community is also preferred Demonstrated skill in chronic disease education and care management, comprehensive clinical assessment and care plan development, coordination across health care settings on behalf of very complex patient needs Advanced knowledge of utilization management/ care management principles A goal-oriented, high energy, passionate perspective with a focus on living organizational values and able to set the tone for a positive work culture Demonstrates outstanding clinical aptitude and critical thinking under pressure, using sound judgment in caring for patient needs. Comfortable operating in ambiguity, uses flexibility and creativity to address challenges Ability to use core coaching and teaching techniques, including motivational interviewing and patient-centered communication to activate and empower patients and families. Excellent interpersonal communication skills with a variety of audiences via telephone, in person, and electronic means including exceptional listening skills, ability to use appropriate language and demonstrated writing skills Promote and sustain a culture of safety Understanding of Mac iOS, Google suite One Medical providers also demonstrate: A passion for human-centered primary care for our senior members The ability to successfully communicate with and provide care to individuals of all backgrounds The ability to effectively use technology to deliver high quality care The desire to be an integral part of a team dedicated to changing healthcare delivery An openness to feedback and reflection to gain productive insight into strengths and weaknesses The ability to confidently navigate uncertain situations with both patients and colleagues Readiness to adapt personal and interpersonal behavior to meet the needs of our patients This is a full-time virtual role. One Medical is committed to fair and equitable compensation practices. The base salary range for this role is $89,000 to $104,000per year. Total compensation packages may be based on factors unique to particular candidates, such skill sets, depth of experience, and work location. The total compensation package for this position may also include benefits. For more information, visit https://www.onemedical.com/careers/ One Medical offers a robust benefits package designed to aid your health and wellness. All regular team members working 24+ hours per week and their dependents are eligible for benefits starting on the team member's date of hire: Taking care of you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends and family Employee Assistance Program- Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues Competitive Medical, Dental and Vision plans Pre-Tax commuter benefits PTO cash outs- Option to cash out up to 40 accrued hours per year Protecting your future for you and your family 401K match Credit towards emergency childcare Company paid maternity and paternity leave Paid Life Insurance- One Medical pays 100% of the cost of Basic Life Insurance Disability insurance- One Medical pays 100% of the cost of Short Term and Long Term Disability Insurance In addition to the comprehensive benefits package outlined above, practicing clinicians also receive Malpractice Insurance- Malpractice fees to insure your practice at One Medical is covered 100%. UpToDate Subscription- An evidence-based clinical research tool Continuing Medical Education (CME) - Receive an annual stipend for continuing medical education Rounds- Providers end patient care one hour early each week to participate in this shared learning experience Discounted rate to attend One Medical’s Annual REAL primary care conference One Medical is an equal opportunity employer, and we encourage qualified applicants of every background, ability, and life experience to contact us about appropriate employment opportunities.One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster and Right to Work Poster for additional information.

Posted 1 day ago

CrossCountry Consulting logo
CrossCountry ConsultingSeattle, WA

$237,500 - $452,500 / year

By joining our rapidly growing Risk Advisory practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Managing Director at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development, leading and developing teams, and serving as a member of CrossCountry’s leadership team. This role offers significant opportunities for personal and professional growth. In this role, you will provide advisory services in one or more of the following risk domains: Financial and Compliance Risk (e.g., SOX and FIDICA compliance, ESG, regulatory reporting); Technology Risk (e.g., IT controls, cybersecurity, cloud, emerging technology); Strategic and Operational Risk (e.g., privacy, data governance, third party risk), and Enterprise-Wide Risk (e.g., Internal Audit, enterprise risk management programs, and risk transformation). What You'll Do Lead and deliver a broad range of Risk Advisory projects throughout their entire lifecycle (e.g., risk assessment, fieldwork, transformation analyses, and reporting), ensuring the creation of exceptional deliverables that surpass client expectations. Oversee teams and individual performance, monitoring and guiding to align with objectives while promptly addressing issues, risks, and conflicts as they arise. Provide senior account and project-level leadership that ensures exceptional delivery quality, exceeds client expectations, nurtures client relationships, and creates expansion opportunities. Take personal ownership of client engagements to deliver high-quality consulting services, ensuring that all deliverables are practical and impactful. Shape the strategic direction of the practice and the market by actively monitoring industry trends, identifying emerging opportunities, formulating strategy, and creating new services and solutions that meet market needs. Contribute to talent acquisition and retention efforts by attracting, interviewing, and hiring top talent who embody our core values. Lead business development efforts, marketing a full range of services to prospective clients and leveraging existing relationships to generate new opportunities. What You'll Bring 14+ years of experience advising public companies on financial, compliance, technology, strategic, operational, and/or enterprise-wide risk. Professional services experience in a client-facing role at an accounting or consulting firm. Expertise in key risk domain standards and frameworks (e.g., the Sarbanes-Oxley Act (SOX), COSO, PCAOB, the Institute of Internal Auditors (IIA’s) code of ethics, as well as technology and cybersecurity frameworks). Depth of subject matter expertise with the ability to share knowledge and enhance a team’s technical capabilities. Proven track record in account leadership, financial management of accounts, and client partnership building. Recognized for delivering the highest quality work to clients and sought after for technical acumen and leadership abilities. Proven ability to develop strategies that foster practice development and firm growth. Experience mentoring and developing junior team members and helping project teams resolve complex and multi-faceted issues. Proven record of building and developing strong client relationships with C-level executives that consistently yield results. Required Qualifications Bachelor’s degree from an accredited university. Relevant professional certifications such as CIA, CISA, CISSP, CIPP etc. For applicants located in San Francisco, CA and Seattle, WA CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $237,500- $452,500 per year + annual bonus + additional benefits. #LI-CC1 #LI-Hybrid

Posted 30+ days ago

Breeze logo
BreezeNew York City, New York
Are you passionate about solving complex challenges in the fintech space? We’re looking for talented individuals to join our dynamic startup, backed by Sequoia Capital. We’re building the universal payment layer to unify all currencies—fiat and crypto—so businesses and consumers can transact seamlessly. If you're passionate about creating innovative solutions in a dynamic, fast-paced environment, we want to talk to you. We’re hiring a Senior Risk Data Analyst to build and scale Breeze’s risk analytics function from the ground up. This is a founding role — you’ll help shape our data infrastructure, define metrics, and drive the insights that power our fraud prevention and merchant risk strategies. What You’ll Do Develop and track metrics to measure and monitor the performance of our risk products and strategies. Conduct in-depth analyses to uncover insights that reduce fraud and increase approval rates for our merchants. Partner directly with clients, translating complex data insights into clear, actionable recommendations. Build and experiment with machine learning models to identify fraudulent patterns and enhance detection capabilities. Work closely with engineers to ensure proper data instrumentation and high-quality data pipelines. Design and automate self-serve dashboards using BI tools (e.g., Tableau, Sigma, Metabase). Collaborate cross-functionally with Product, Engineering, and Business teams to translate requirements into data-driven solutions. Support the implementation and optimization of risk mitigation systems aligned with business goals. What We’re Looking For 5+ years of experience in data-focused roles such as product analytics, business analytics, or data science. Strong technical background with hands-on experience in SQL and Python . Proven experience in the Fraud/Risk domain , ideally within fintech, payments, or financial services. Expertise with BI tools such as Tableau , Sigma , or Metabase . Exposure to machine learning applications for business use cases (e.g., fraud detection, risk modeling). Ability to perform structured analysis (EDA, cohort analysis, etc.) and communicate insights clearly to both technical and non-technical audiences. Strong grasp of performance metrics, experimentation, and data storytelling. A creative problem solver who thrives in ambiguity and enjoys the pace of a startup environment. Must be okay working hybrid in either NYC or SF. Why Join Us Competitive salary + equity plan 21 days PTO Flexible benefits: annual medical allowance, productivity allowance, gym membership/personal well-being subsidy Annual team retreat trip Work alongside a world-class team backed by Sequoia Capital with a healthy runway Our Culture Fast-paced and dynamic – We adapt quickly to capture opportunities. Builder’s mindset – We value initiative, creativity, and ownership. Collaborative – Product, data, and operations work as one team. Continuous learning – We share expertise and push boundaries. Join us in shaping how the world transacts — one seamless payment layer at a time. Apply now and help us build the future of payments at a global scale!

Posted 1 day ago

Morgan Stanley logo
Morgan StanleyNew York, New York

$80,000 - $115,000 / year

We offer:- The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business- Work with and obtain in-depth knowledge of a wide range of financial products from plain vanilla products to the most exotic structured derivatives- Engagement with Morgan Stanley offices globally in an open minded and welcoming environment, including New York, London, Hong Kong and Tokyo- Professional development opportunities including access to Morgan Stanley's world-class internal trainings, financial and study-leave support for selected professional qualifications- Flexible working arrangements - core hours and opportunity to work from home- A competitive salary and benefits package, including eligibility for annual bonus, a fully funded sports package, healthcare plan, firm contribution to voluntary pension fund, and 16 weeks paternity leaveYou will:- Undertake Independent Price Verification (IPV) of a global portfolio of assets using external data sources and financial models- Debate IPV results and marking methodologies with front-office traders- Review valuation and risk models while working closely with model developers- Analyze pricing factors in complex financial products and comprehend market movements' impact on the portfolio and firm- Identify and eliminate control gaps within the pricing framework- Drive development on regulatory deliverables and automation projects using Agile You have:- Completed degree in Finance, Economics, Mathematics, Engineering, or Business related discipline- Deep knowledge of main financial products, their market context, and associated risks- Clear, structured communication and interpersonal skills- Willingness to adapt to new challenges in a dynamic environment with shifting priorities- Strong analytical, quantitative skills and proficient user of Excel- Knowledge of relevant pricing models and risk management techniques is an advantage- Ability to understand code in VBA/Python or another programming language commonly used in the financial industry is an advantageTeam Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, testing for adherence to such methodologies, evaluating internal valuation marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to senior trading and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure with a view towards global and cross-product standardization.About us: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center.Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $80,000and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted today

Caterpillar logo
CaterpillarEast Peoria, IL

$110,520 - $165,840 / year

Career Area: Legal and Compliance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. We are seeking an analytical, detail-oriented, and technically proficient IT Risk & Compliance Professional to join our Enterprise IT Controls team. The IT Risk & Compliance Professional acts as the primary subject matter expert and trusted advisor for Enterprise IT Controls compliance. Incumbents lead interactions with internal customers at all levels from staff to senior management across Caterpillar IT and Caterpillar Corporate Governing bodies such as Corporate Legal, Corporate Ethics & Compliance, and Corporate Internal Auditing & Compliance. Incumbent provides global support. What You Will Do: Provide Guidance on Execution of Enterprise IT Controls: Provide guidance and train teams on ownership, implementation, and execution of Enterprise IT Controls. Communicate, implement, and manage organizational change of IT control changes and ownership. Coordinate and lead training of Process Owners, Execution Owners, and Execution teams on IT Controls requirements. Develop strong relationships with Process Owners and Execution Owners. Overall key contact for IT controls and governance compliance. Provide Guidance on Remediation of IT Controls: Provide enterprise governance and consultation on IT controls policies, processes, deadlines, and testing. Ensure IT Control self-attestation participants understand results and make recommendations based upon implications. Provide guidance to execution teams to help ensure control issues are remediated timely. Challenge stakeholders on root causes of risk and effectiveness of remediation activities. Sustain Control Environment: Coordinate the scheduling, monitoring and management of internal self-attestations collaborating with Process Owners, Execution Owners and Execution teams across the enterprise. Train impacted Process Owners, Execution Owners and Execution Team Members on how to complete self-attestations. Lead risk assessment reviews of processes to ensure compliance, proactively manage risk, and contribute to the annual risk management process. Escalate non-compliance to controls or deadlines to IT Management. Ensure IT controls and governance tools and artifacts remain in alignment with the current organization and responsibilities. Engage with Process Owners to understand compliance for their process(es) and make process improvement recommendations. Lead teams in continuous improvement activities within the IT Control framework. Execute User Acceptance Testing (UAT) for changes/enhancements to the ServiceNow IRM module for the self-attestation process. Lead projects on the continuous improvement of the IT Controls methodology. Reporting: Identify and document reporting requirements to ensure relevant risk and compliance reporting to IT management. Communicate relevant risk and compliance status to appropriate Process Owners and/or Execution Owners. What You Have: A bachelor's degree or progressively complex experience, generally gained through assignments in Information Services and related areas (e.g., Cyber, Digital, Accounting, Engineering, Finance & Financial Products, Human Resources, Legal, Logistics, Manufacturing & Supply Chain, Marketing & Product Support, Purchasing & Procurement, etc.). A proficient level of understanding and experience from more than one IT business operation and/or process including but not limited to application development and support, and infrastructure implementation and support. Experience with processes, tools and techniques for assessing and controlling an organization's exposure to IT risks of various kinds, and ability to apply knowledge of risk management appropriately to diverse situations. Ability to understand multiple perspectives, evaluate effectiveness and efficiency of process(es), communicate appropriately, and make recommendation(s) with a strategic enterprise perspective. Preference for an auditing, compliance, cybersecurity, or risk management background and/or experience in managing risk through identification, assessment, and mitigation. Top Candidates Will Also Have: Prior experience(s) with identity and access management, role-based access control (RBAC), proactive risk identification, continuous control monitoring, and process maturity analysis. Hands-on experience with Governance, Risk, and Compliance (GRC) platforms, specifically ServiceNow Integrated Risk Management (IRM) and/or AuditBoard. Proven ability to configure, manage, and optimize workflows within these tools to support risk assessments, control monitoring, audit management, and compliance reporting. Familiarity with integrating GRC tools into enterprise environments and leveraging automation for continuous control monitoring. Hands-on experience with data analysis and visualization tools/platforms (Snowflake, SQL, Power BI, Tableau, Microsoft Excel, etc.) & techniques. Strong initiative, accountability, process focus, and communication skills. Experience in delivering difficult issues and messages to business partners and/or IT leadership while maintaining composure. Industry and professional certification(s) (e.g., CRISC, CISA, CISM, CISSP, CIA, CPA, etc.) or be willing to obtain one within one year of starting. Additional Info: The ideal location for this role is East Peoria- IL, Irving- TX, Nashville- TN This position may require 10% travel. About Caterpillar - Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. Summary Pay Range: $110,520.00 - $165,840.00 Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar. Benefits: Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits. Medical, dental, and vision benefits* Paid time off plan (Vacation, Holidays, Volunteer, etc.)* 401(k) savings plans* Health Savings Account (HSA)* Flexible Spending Accounts (FSAs)* Health Lifestyle Programs* Employee Assistance Program* Voluntary Benefits and Employee Discounts* Career Development* Incentive bonus* Disability benefits Life Insurance Parental leave Adoption benefits Tuition Reimbursement These benefits also apply to part-time employees This position requires working onsite five days a week. Visa Sponsorship is not available for this position. This employer is not currently hiring foreign national applicants that require or will require sponsorship tied to a specific employer, such as, H, L, TN, F, J, E, O. As a global company, Caterpillar offers many job opportunities outside of the U.S which can be found through our employment website at www.caterpillar.com/careers. Posting Dates: December 10, 2025 - December 21, 2025 Any offer of employment is conditioned upon the successful completion of a drug screen. Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply. Not ready to apply? Join our Talent Community.

Posted 1 week ago

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Albany Medical Health SystemAlbany, NY

$71,612 - $110,999 / year

Department/Unit: Risk Management Work Shift: Day (United States of America) Salary Range: $71,612.39 - $110,999.20 Claims Management: Develop litigation strategies for management of claims, work with outside counsel on engagement of experts, life care planners, structure brokers and settlement strategies. Establish claims files immediately Conduct all interviews within specified timeframes Work with outside counsel on gathering information for defense Respond to discovery demands Manage reserve process by reviewing case with Vice President Check adequacy of reserves by reviewing with defense counsel semi-annually Track the litigation, anticipate trial dates, discovery dates, disclosure dates, etc. in accordance with Litigation Management Guidelines Manage expert retention according to established process Scheduling, internal and external to the office for related ligation meetings, pre-depositions, depositions, trial related Data Management: Assumes day to day responsibility for data entry of all claims/suits/potentials in Stars Maintains regulatory compliance with reporting/updating all MMERS/MMDCS within DOH system Prepare clinical service reports for Vice President to present claims data to Department Chairmen Maintain accuracy of Sharepoint - litigation tracker for electronic requests and audit trails Complete PPR/Joint Commission standards in AMP system Administrative Responsibilities: Maintains current trial calendar Ensures timely notification of claims to insurance carriers Collaborate with IS/legal on Litigation Notification Response procedure Oversees service of summons, subpoenas, preservation requests and search warrants: Manage malpractice verifications and claims history requests Maintain file on Recall Notifications Education Bachelor's Degree BS in Business, Law related field - Required Master's Degree - preferred Thank you for your interest in Albany Medical Center! Albany Medical is an equal opportunity employer. This role may require access to information considered sensitive to Albany Medical Center, its patients, affiliates, and partners, including but not limited to HIPAA Protected Health Information and other information regulated by Federal and New York State statutes. Workforce members are expected to ensure that: Access to information is based on a "need to know" and is the minimum necessary to properly perform assigned duties. Use or disclosure shall not exceed the minimum amount of information needed to accomplish an intended purpose. Reasonable efforts, consistent with Albany Med Center policies and standards, shall be made to ensure that information is adequately protected from unauthorized access and modification.

Posted 3 weeks ago

PwC logo
PwCAtlanta, GA

$91,000 - $321,500 / year

Industry/Sector Not Applicable Specialism IFS - Risk & Quality (R&Q) Management Level Senior Manager Job Description & Summary At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. Those in enterprise risk management at PwC will focus on identifying and mitigating potential risks that could impact an organisation's operations and objectives. You will be responsible for developing business strategies to effectively manage and navigate risks in a rapidly changing business environment. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Risk and Compliance team you will negotiate risk, legal, and commercial terms in services contracts with PwC's clients. As a Senior Manager, you will lead large projects and innovate processes, focusing on achieving operational excellence while interacting with clients at a significant level to drive project success. This role offers the chance to leverage your knowledge in contract negotiations and build trust-based relationships with stakeholders, contributing to the overall success of our firm. Responsibilities Work with risk management and business teams to assess contract performance risks Educate stakeholders on contract provisions and compliance requirements Facilitate discussions with clients' legal and procurement teams during negotiations Develop and implement internal controls to promote adherence to contract terms Drive continuous improvement initiatives within the Risk and Compliance team What You Must Have High School Diploma At least 6 years of experience managing contract negotiations of increasing complexity What Sets You Apart Juris Doctorate preferred Demonstrating thorough team leadership abilities Leading complex commercial contract negotiations Reviewing and analyzing risk and legal terms Understanding managed services offerings and contract conditions Exercising problem-solving mentality in negotiations Communicating effectively to influence stakeholders Proactively spotting issues and driving projects forward 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: $91,000 - $321,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

Pacific Life logo
Pacific LifeNewport Beach, CA

$230,000 - $268,000 / year

Job Description: We're actively seeking a talented AVP - Chief Risk Officer, Workforce Benefits Division ("WBD") to join the Pacific Life Risk Management team. Pacific Life is headquartered in Newport Beach, CA; ideally this person will be based out of Newport Beach. This role is hybrid, with 4 days in the office. The AVP - WBD Chief Risk Officer will play a key role in Pacific Life's growth and long-term success. This successful candidate will work directly with business partners and key stakeholders to support the execution of the new and growing WBD strategy and key initiatives and assess and mitigate key risks across the Division. How you'll make an impact: Support the execution of the Workforce Benefits Division strategy to grow and scale a $1B revenue, profitable business in the Group Benefits market Work collaboratively with partners on a variety of new business and in force initiatives to identify, assess and mitigate key risks, including: New product development Rate development Renewal strategies Execution of Technology and Operations roadmaps Partner with Finance & Actuarial, Risk Management and WBD to tailor pricing and other risk policies and standards as needed for Group Benefits Oversee the implementation of underwriting and pricing methodologies, support assumption oversight and model risk governance activities within the Division Supervise operational risk management activities within the Division and coordinate 2nd lines of defense activities within the Division where needed (e.g., Risk, Compliance, CISO) Promote a risk-aware culture and drive consistent and effective management practices Develop and maintain division-level risk governance and reporting Remain engaged with the competitive landscape, providing an understanding of competitor risk practices to stakeholders Contribute to the development of enterprise-wide risk policies and standards and promote their adoption throughout the Division The experience you will bring: 10+ years of relevant Actuarial/Risk Management experience within the Workforce/Group Benefits industry Strong understanding of how insurance, operational, and strategic risks manifest in group benefits products Strong analytical capabilities with ability to apply analytical/critical thinking background to new situations Self-starter who can be trusted to take ownership of their work product Understanding of insurer financials, including Statutory and GAAP accounting, as well as how those frameworks are represented in product pricing Strategic, creative, and broadly focused thinker with demonstrated ability to be persuasive and collaborative What will make you stand out: Relevant credentials, including FSA or CFA, are a plus Consistent track record of effectively working with data to manage risk and process re-engineering, simplification, and streamlining Comfortable in ambiguity and an advocate for change Demonstrated ability to anticipate future consequences and trends accurately More reasons to join: At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife $230,000 - $268,000 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Posted 5 days ago

Buc-ees logo
Buc-eesPearland, TX
Overview The Claims/Risk Manager's primary duty is to receive and process the day-to-day operations of the claims department. NOTE: This is an IN-OFFICE opportunity only, located in the SH 288 and Hwy 518 area. 25 Days PTO Medical Dental Vision 401k 100% Match up to 6% The essential job functions include, but are not limited to: Manage claims adjusters daily workload Train incoming claims adjusters on database and handling of claims Continuously manage and update existing incidents and claims in database Assist in administering company liability insurance; read policies and advise on insurance Interact with external customers (claimants, insurance companies, vendors, auto body shops, car rental companies, law enforcement, law firm reps, etc.) Interact with internal staff (management, store, maintenance, accounting, environmental, facilities/maintenance, legal team, department heads, etc.) Research, prepare and provide reports (for management, store, maintenance, accounting, environmental, facilities/maintenance, legal team, department heads, etc.) Utilize video surveillance software Assess claims and apply preventive measures to minimize risk Apprise management of escalated risk Interview and record witness statements Draft, prepare and respond to correspondence Approve and deny claims Return phone calls and email Preserve video of customer-related matters, including personal injury, carwash, company property damage, customer property damage, environmental, video requests, subpoenas and miscellaneous requests, i.e. food issues, service complaints Prepare Victim's Statement to collect reimbursement for losses from criminal activity Collect reimbursement for losses from third-party damages Purge matters that have reached statute of limitations Create and maintain forms Offer feedback for placement and upkeep of camera system Communicate and update stores regarding claims procedures Field and respond daily to email and telephone inquiries from stores Act as Administrator of Mitratech/LawTrac It is an essential function of this job for the employee to work in office/in the employee's assigned work site. No remote work is available Employee must be able to perform essential functions of the job with or without reasonable accommodation Claims Adjusters create new database entries from incident and claim reports received daily which includes but not limited to property damage, customer property damage, personal injury, environmental, criminal activity and miscellaneous Review and maintain file on BBB reports Perform other duties as required and/or assigned Develop and implement risk management strategies, policies, and procedures Conduct risk assessments, identify potential risks and provide recommendations for risk mitigation Monitor and report on risk management activities, performance, and results Provide training and support to employees on risk management processes and procedures The position requirements include but are not limited to: Licensed by in each state where Buc-ee's has a store or multiple stores, as Adjuster-All Lines or will be required to obtain the license within 2-4 weeks. Proficient in reviewing/advising company liability insurance policies Minimum of 5 years of relevant claims experience Proficient in Microsoft Office Product Suite, Snagit, Adobe Acrobat, Avigilon Client and Player TeamConnect and TAP Software OfficeTrax Software Joining our team puts you on a path where opportunity for advancement is available. Buc-ee's, Ltd. is an Equal Opportunity Employer

Posted 6 days ago

B logo
BRP Group, Inc.Tampa, FL
The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm's insurance and risk management value proposition to support the clients' needs and passions. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. Create compelling content and execute drip campaigns to targeted companies that fit the firm's "ideal client profile." Help to coordinate and plan webinars and in person educational events for existing clients and prospects. Develop an understanding of our business development model and assist Partner in execution. Generate and execute long-cycle business development strategies, document meaningful activity and track results. Create unique and creative content to communicate proposed solutions to prospects and clients. Work with a mentor and participate in team meetings to review sales activities/results and learn about market trends, company goals, etc. Obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services and lead qualification. KNOWLEDGE, SKILLS & ABILITIES: Excellent written, verbal communication and presentation skills. Ability to clearly articulate value, influence others and motivate action. Time management skills and the ability to coordinate calendars with multiple stakeholders. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn any other appropriate program or software system used by the firm as necessary Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture EDUCATION & EXPERIENCE: High school diploma required; Bachelor's degree preferred 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred 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. Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.). OTHER: 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 accommodation to applicants and colleagues who need them for medical or religious reasons. #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 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$58,000 - $115,000 / year

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. The Vendor Risk Team within WM CDO works to ensure third-party relationships supporting WM are subject to appropriate risk management oversight. The team is seeking an Associate to support its efforts to ensure that vendor-related risks are inventoried, measured, and mitigated to the extent possible. Key responsibilities include supporting day-to-day risk management tasks such as: Facilitating the onboarding and due diligence process for new WM third-party relationships Reviewing and following up on the results of risk assessments conducted by due diligence and control groups, escalating issues for remediation/resolution within Service-Level Agreements (SLAs) Supporting WM third-party relationship managers with end-to-end lifecycle management Helping manage time-sensitive vendor-related incidents (e.g., data breaches), including tracking action items, preparing summaries for management, and coordinating post-incident "lessons learned" activities Developing and maintaining WM Vendor Risk desktop procedures and processes and creating and updating knowledge-sharing documentation Assisting with recurring and ad hoc reporting of Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) Assisting with the development of presentations for senior management and key stakeholders This Associate will also collaborate with Subject Matter Experts (SMEs) across WM and Morgan Stanley to coordinate and manage strategic initiatives, such as: Liaising with Operations and Technology counterparts to be sure that any third-party services directly supporting the WM business meet WM third-party risk management standards Overseeing resilience-related requirements for critical WM third-party service providers (e.g., contingency and exit plans and associated testing) Representing the WM perspective in enterprise-wide discussions about tooling related to third-party risk management, ensuring that WM requirements are clearly conveyed and implemented in line with expectations Tracking the destruction or return of WM data shared with third-party service providers once any stipulated retention requirements have been met Producing quarterly/biannual reporting to WM business areas on the nature of their third-party risk footprint along with strategic recommendations to consolidate vendor relationships or enhance supplier oversight activities Assessing emerging third-party risks and industry trends and advising the WM business on how risk management processes should adjust or scale to account for new risks Qualifications: Bachelor's degree 3-5 years of relevant risk management experience Excellent communication skills (verbal and written) Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities Strong organization and time-management skills, with the ability to swiftly transition between projects and tasks Ability to work independently, be self-motivated, and possess a strong sense of accountability/ownership Excellent MS Office skills (Excel, PowerPoint, Word) Ability to contribute to and collaborate with a global team Preferred Qualifications: Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Prior experience with third-party relationship management Experience with content and project management tools, including ProcessUnity, Jira, and ServiceNow Familiarity with visualization tools (e.g., Tableau, Dataiku) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Transunion logo
TransunionChicago, IL

$113,000 - $178,000 / year

TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius. Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology. What You'll Bring: 12+ years of experience in credit risk, financial services, or decisioning technologies, with leadership in global sales, strategy, or product. Proven success in leading specialist sales teams and driving enterprise-level growth. Deep understanding of credit risk modeling, scoring, regulatory compliance, analytic consulting, and portfolio management across regions. Strong consultative selling and executive engagement skills, with a focus on ROI and TCO-based value propositions. Experience influencing across a matrixed organization and driving cross-functional alignment. Strategic thinker with analytical acumen and a bias for action. Excellent communication, storytelling, and leadership presence. Bachelor's degree required; advanced degree preferred. Desirable Skills & Experience: Experience launching and scaling credit risk solutions globally across multiple industries. Track record of building high-performing teams and fostering talent development. Familiarity with credit decisioning platforms, alternative data, and AI-driven risk analytics. Understanding of evolving data privacy regulations and digital identity frameworks. Willingness for purposeful international travel. Impact You'll Make: As the Vice President, Sales Specialist Leader - Credit Risk Solutions, you will lead an International team of credit risk domain experts, direct and matrixed reporting lines, focused on consultative sales engagement across verticals and regions. You'll define and execute the strategic direction of the specialist sales function, partner with senior leaders across product, marketing, and vertical sales, and ensure alignment with enterprise and international goals. You will also align with and enable our regional sales teams to ensure our GTM strategy for our Credit Risk Solutions is supported and executed consistently. This role is critical in scaling our credit risk business and reinforcing TransUnion's leadership in predictive analytics and decisioning. Day-to-Day You'll Be: Leading and developing a high-performing global team of Credit Risk Sales Specialists. Defining and executing the strategic vision for credit risk-focused specialist sales engagement across verticals and international markets. Partnering with vertical GMs, regional sales leaders, and international stakeholders to identify growth opportunities and drive execution. Driving new business acquisition strategies and expanding existing client relationships through value-based selling. Overseeing account planning and engagement strategies for top-tier credit risk clients and Global Accounts as needed Collaborating with product, marketing, and market planning to launch GTM campaigns and support solution innovation. Championing the voice of the customer to inform product development and roadmap prioritization. Monitoring performance metrics, pipeline health, and market trends to guide strategic decisions. Representing TransUnion at credit risk industry events, advisory boards, and executive forums. Fostering a culture of collaboration, transparency, and continuous development across the team. Success Factors for Role: Enterprise Strategy & Vision: Develops a multi-year roadmap for Credit Risk Solutions growth, aligned with enterprise and international priorities. Anticipates regulatory shifts, economic trends, and evolving customer needs to shape proactive strategies. Connects insights across verticals and regions to inform scalable, cross-industry credit risk strategies. Works with senior leadership, strategy & planning and our markets to support geographic expansion initiatives, annual three-year planning cycle and forecasting of the business as needed. Leadership & Change Management: Builds and nurtures a high-impact specialist team with deep credit risk domain expertise. Drives organizational alignment around credit risk-focused initiatives and priorities. Leads change efforts with clarity, influence, and a focus on long-term value creation. Cross-Functional & Global Influence: Serves as a trusted advisor to senior leaders across product, marketing, and sales. Facilitates collaboration across matrixed and international teams to deliver cohesive client solutions. Communicates global sales activities and insights to key stakeholders with clarity and consistency. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management. Benefits: TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans. We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com. Pay Scale Information : The U.S. base salary range for this position is $113,000.00 - $178,000.00 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion's Internal Job Title: Sales VP, Sales Leadership Company: TransUnion LLC

Posted 3 weeks ago

Credit Karma logo
Credit KarmaOakland, CA

$173,500 - $234,500 / year

Intuit Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While we're best known for pioneering free credit scores, our members turn to us for everything related to their financial goals, including identity monitoring, applying for credit cards, shopping for insurance and loans (car, home and personal) and savings accounts and checking accounts* - all for free. Credit Karma has grown significantly through the years: we now have more than 1,700 employees across our offices in Oakland, Charlotte, Culver City, San Diego, London, Bangalore, and New York City. Banking services provided by MVB Bank, Inc., Member FDIC Intuit's Consumer Group, including TurboTax and Credit Karma, empowers millions of individuals to take control of their finances. TurboTax simplifies tax preparation and enables our customers to file with confidence. By harnessing the power of data and artificial intelligence (AI), we continuously innovate and evolve our consumer offerings to deliver even greater value. As we expand into Consumer Lending within the Consumer Group, Intuit Credit Karma is looking for an innovative, experienced, and hands-on Staff AI Scientist to join our Consumer Risk AI Science team. In this role, you'll develop cutting-edge credit risk AI/ML models for new lending products. Join a collaborative and inventive team of AI scientists and machine learning engineers where your work will have a direct impact on hundreds of thousands of customers. What you'll do: Contribute to the credit risk AI science initiatives for the new and evolving Money product offerings focusing on the lending domain, including complete hands-on ownership of the model lifecycle, sharing ownership of success and key results at the program-level, and driving the data strategy across all involved teams Design, build, deploy, evaluate, defend, and monitor machine learning models to predict credit risk for various short-term lending products (e.g., tax refund advances, BNPL, installment loans, single payment loans, and early wage access) Collaborate with credit policy, product and fraud risk teams to ensure models align with business goals and product offering to drive actionable lending decisions Build efficient and reusable data pipelines for feature generation, model development, scoring, and reporting using Python, SQL, and both commercially available and proprietary Machine Learning and AI infrastructures Deploy models in a production environment in collaboration with other AI scientists and machine learning engineers Ensure model fairness, interpretability, and compliance with FCRA, ECOA, and other relevant regulatory frameworks Contribute to the evolution of our data and machine learning infrastructure within the Intuit ecosystem to improve efficiency and effectiveness of AI science solutions Research and implement practical and creative machine learning and statistical approaches suitable for our fast-paced, growing environment What's great about the role: Solve hard, meaningful problems giving customers access to their hard-earned money alongside fun, smart people Experience professional growth and encourage growth throughout the team Work cross functionally (with executives, engineering, policy & rules, product, analytics, operations and other AI science teams) to ensure efficient and effective use of data science in ways that make an immediate, substantial, and sustainable impact Minimum Basic Requirements: Advanced Degree (Ph.D. / MS) in Computer Science, Data Science, AI, Mathematics, Statistics, Physics or a related quantitative discipline 6+ years of work experience in AI Science / Machine Learning and related areas Authoritative knowledge of Python and SQL Relevant work experience in fintech credit risk, with deep understanding of payment systems, money movement products, banking, and lending Experience leveraging credit bureau, tax and cash flow data in credit risk model development Experience with and deep understanding of developing, deploying, monitoring and maintaining a variety of machine learning techniques, including but not limited to, deep learning, tree-based models, reinforcement learning, clustering, time series, causal analysis, and natural language processing Deep understanding of credit risk modeling concepts, including PD calibration, reject inference, adverse action logic, and risk segmentation Ability to quickly develop a deep statistical understanding of large, complex datasets Expertise in designing and building efficient and reusable data pipelines and framework for machine learning models Strong business problem solving, communication and collaboration skills Ambitious, results oriented, hardworking, team player, innovator and creative thinker Proven experience defining and driving end-to-end modeling frameworks, methodologies, or best practices across multiple product teams or domains Demonstrated ability to evaluate and integrate emerging AI/ML technologies, contributing to the company's external technical visibility and innovation agenda Preferred Qualifications: Proficiency in deep learning ML frameworks such as TensorFlow, PyTorch, etc. Work experience with public cloud platforms (especially GCP or AWS) and workflow orchestration tools like Apache Airflow Strong background in MLOps infrastructure and tooling, particularly Vertex AI or AWS SageMaker, including pipelines, automated retraining, monitoring, and version control Experience with experimentation design and analysis, including A/B testing and statistical analysis Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position in Bay Area California is $173,500.00 - 234,500. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. Equal Employment Opportunity: Credit Karma is proud to be an Equal Employment Opportunity Employer. We welcome all candidates without regard to race, color, religion, age, marital status, sex (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity or gender expression, national origin, veteran or military status, disability (physical or mental), genetic information or other protected characteristic. We prohibit discrimination of any kind and operate in compliance with applicable fair chance laws. Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do. We believe that such an environment advances long-term professional growth, creates a robust business, and supports our mission of championing financial progress for everyone. We offer generous benefits and perks with a single eye to nourishing an inclusive environment that recognizes the contributions of all and fosters diversity by supporting our internal Employee Resource Groups. We've worked hard to build an intensely collaborative and creative environment, a diverse and inclusive employee culture, and the opportunity for professional growth. As part of the Credit Karma team, your voice will be heard, your contributions will matter, and your unique background and experiences will be celebrated. Privacy Policies: Credit Karma is strongly committed to protecting personal data. Please take a look below to review our privacy policies: US Job Applicant Privacy Notice UK Job Applicant Privacy Notice

Posted 30+ days ago

Weaver logo
WeaverDallas, TX
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for a Governance, Risk, and Compliance (GRC) Senior Associate to join our growing firm. This position is responsible for day-to-day project management of 1-6 concurrent engagements. Project management responsibilities include project planning, execution of engagement objectives, daily interaction and communication with client personnel, and performing the initial review of Senior Associate and Associate workpapers. This role requires the ability to supervise teams of 1 - 6 staff members on multiple concurrent engagements to ensure they receive feedback, direction, and resources in the event engagement issues arise. This requires a thorough understanding of the client's industry (i.e. inventory/distribution, oil and gas, financial institutions) or the ability to quickly learn and adapt to an unfamiliar industry. This position should have an advanced understanding of accounting and audit concepts, including internal control theory and internal audit standards. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting or related field CPA or CPA candidate, CIA, or CIA candidate with 2 - 4+ years of experience in public accounting Thorough understanding of GAAP, GAAS and IIA Proficient at Microsoft Excel, Word, Excellent written and verbal communication skills Team orientation and strong interpersonal skills Strong project management skills Thorough understanding of the COSO internal control framework, Internal Audit Standard, and the Sarbanes Oxley Act and the related requirements of Section Basic familiarity with GAAP and GAAS Additionally, the following qualifications are preferred: Master's degree in Accounting or related field Advanced understanding of financial reporting, transaction cycles, and business processes Ability to mentor and help develop less experienced staff Demonstrate independent thinking and strong decision making Weaver Benefits At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), a minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits. We also offer in-house CPE and learning opportunities through our internal L&D department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy and support. We are proudly an equal opportunity employer. What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you! Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Posted 30+ days ago

Gusto logo
GustoDenver, CO

$172,000 - $215,000 / year

About the Role: Are you ready to elevate the design vision for how small businesses interact with their money? As the Payments + Risk Design Lead, you'll own end-to-end product design for some of the most complex and mission-critical systems at Gusto. This is a senior individual contributor role that blends deep hands-on design craft with cross-functional leadership. You'll serve as a design leader alongside two other designers on the Payments + Risk team, helping elevate craft, drive alignment, and mentor teammates through mindful feedback and proficient collaboration. You combine systems thinking with remarkable UX and visual design skills, enabling you to craft scalable patterns, explore new interaction models, and raise the overall quality of our product experiences. You'll shape seamless and credible money-movement experiences across Gusto's products-ensuring reliability, security, and simplicity at scale. About the Team: The Payments and Risk Platform is the foundation of Gusto's success. We ensure money moves seamlessly and securely between businesses, partners, employees, government entities, and Gusto itself. We enable rapid and proficient money movement while protecting our platform from financial risk. Our work spans re-architecting Gusto's core payment systems, reducing false positives in fraud detection, and building credit and debt-collection systems. Our mandate: enable fast, reliable payment flows and protect the platform, all while delivering great experiences at scale. Here's what you'll do day-to-day: Design end-to-end product experiences across complex financial workflows as a hands-on senior IC. Define and drive the long-term UX vision for Payments + Risk, aligned with Gusto's strategy for money movement, trust, and risk. Lead design strategy within your focus area, partnering closely with Product, Engineering, and Risk to create alignment and clarity. Elevate the visual and interaction design quality of Payments + Risk experiences, ensuring clarity, polish, and usability. Explore and define new UX/UI patterns for sophisticated workflows-especially where no patterns currently exist. Evolve and maintain the design system, shaping scalable components and interaction models that support critical customer journeys. Influence product and technical roadmaps by advocating for customer needs, design quality, and long-term system health. Collaborate with Research to uncover and interpret user insights that inform product direction and UX strategy. Mentor other designers through feedback, pairing, and shared problem-solving, helping raise the overall craft bar. Contribute to Gusto's design leadership community, shaping standards, processes, and design excellence across the organization. Here's what we're looking for: 8-10+ years of product design experience, including time spent in complex, technical, or large-scale product domains. A portfolio demonstrating extraordinary UX and visual design craft, with high-quality, polished product work. Proven ability to lead design direction, drive alignment, and influence cross-functional partners. Experience designing for deeply technical systems, financial workflows, or other complex problem spaces. Expertise in systems thinking, with the ability to translate complexity into clear, elegant, and scalable experiences. Experience contributing to or evolving a design system-components, patterns, interaction models, and visual standards. Ability to define net-new patterns and interaction models in ambiguous or emerging product areas. Comfort operating in ambiguity while balancing long-term vision with rapid iteration and execution. AI fluency-knowledge of tools and workflows that enhance exploration, prototyping, or operational efficiency. A deep affinity for Gusto's mission to empower small businesses through modern, credible financial tools. Compensation Details At Gusto, we strive to provide rewards that empower employees to achieve their financial and personal goals. We offer competitive compensation packages with a strong emphasis on equity based compensation (ownership in Gusto). To learn more about Gusto's compensation philosophy and benefits offerings please view our Total Rewards Approach page. Our cash compensation range for this role is $172,000/yr to $215,000/yr in Denver & most remote locations, and $202,000/yr to $253,000/yr in San Francisco, Seattle & New York. Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above.

Posted 1 week ago

Aritzia logo
AritziaPittsburgh, PA
THE DEPARTMENT Our Enterprise Risk Management department is responsible for minimizing loss while respecting people, brand and operations. THE OPPORTUNITY With a special focus on merchandise security, our Risk Associate supports the Store team in delivering an outstanding customer experience while encouraging a safe and secure store environment. THE JOB As the Risk Associate, you will: Support a safe and secure working environment Minimize the loss of merchandise from all internal and external avenues Champion and coach the store team on the importance of inventory accuracy Safeguard the loss of financial, information and physical assets QUALIFICATIONS As the Risk Associate, you have: 1+ year experience in Loss Prevention / Risk Retail experience is an asset Post-secondary education in a related field THE PERKS Some of the industry-leading benefits you will receive working at Aritzia: Employee Assistance Program- 24/7 support, resources, and information available to you and your family Aspirational Workspace- Every detail is considered to connect to the energy of the culture Talent Mobility Program- From out of town? no problem - we offer a highly supportive relocation program Competitive Pay Packages- A commitment to performance based pay increases and career progression Product Discount- Our famous product discount, online and in store Health Benefits- Comprehensive health, vision and dental packages for eligible employees Extras- A multitude of other perks like dry-cleaning, hotel and restaurant discounts, self-care promos, on-site medical care and more. Health & Safety- Industry-leading health and safety precautions, including on-site screenings, mask and distancing protocols, and cleaning supplies ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Posted 30+ days ago

Morgan Stanley logo

U.S. Banks Affiliate Risk Oversight Execution VP

Morgan StanleyPurchase, New York

$110,000 - $190,000 / year

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Job Description

Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments— Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides a wide variety of products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions, and individuals. Institutional Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services.

Our U.S. banking subsidiaries, Morgan Stanley Bank, N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), each, a “Bank” and collectively, the “U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals, and invest in securities. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes secured lending facilities and commercial real estate loans. Lending activity recorded in the U.S. Banks from the Wealth Management business segment primarily includes securities-based lending, which allows clients to borrow money against the value of qualifying securities, and Residential real estate loans.

Description: The Vice President (VP) in Affiliate Risk Oversight (ARO) serves as a key member of 1L Operational Risk within U.S. Banks Business Risk and is responsible for supporting the U.S. Banks’ Internal Affiliate program.

This role is responsible for identifying, measuring, monitoring, controlling, and reporting operational risks, while enabling consistent execution of risk management practices across the Banks. The VP will work closely with business owners to ensure accountability for risks created within their respective lines. This role is vital for maintaining appropriate affiliate relationships and mitigating risk. The goal of this position is to strategically organize, lead and drive change to continue to educate and improve on the ARO structure and value. The program’s framework includes the following areas of responsibility:

Key Responsibilities:

  • Ensure key regulatory guidance and requirements, particularly Office of the Comptroller of the Currency (OCC) Bulletin on Third Party Relationships and Regulation W, are adhered to for U.S. Banks’ Affiliate Task Orders

  • Collaborate with stakeholders to facilitate the oversight the execution and performance of Bank Affiliate Task Orders—leading discussions with stakeholders in support of oversight of internal Affiliate lifecycle management, including agreement creation with appropriate process level descriptions, cost and service levels, periodic risk monitoring, and contract termination

  • Complete ongoing affiliate SLA Criticality Assessments with stakeholders

  • Provide oversight and training to ensure adherence to the Banks’ Inter-Affiliate Management Policies and Procedures

  • Prepare and present results of monitoring assessments, identified risks and remediation progress, and escalation of issues to senior bank management

  • Support the execution of the First Line of Defense Oversight and monitoring program—identifying, measuring, and reporting emerging risks

  • Drive Institutional risk related initiatives to ensure products are connected to firm-wide or Bank-wide programs, including being able to identify the need for technology and process changes within the products.

  • Support execution across various Operational Risk frameworks in accordance with Firm and U.S. Bank requirements, including:

    • Issue and incident management

    • Risk and Control Self-Assessment (RCSA)

    • Control validation

    • Risk assessments and metrics

    • Exam and audit support

    • New product approval and product change management

  • Collaborate with Risk partners (Legal, Compliance, Central Business Risk, 2nd Line Risk Groups) to resolve issues and obtain guidance.

  • Perform and oversee tasks related to Risk Control Self Assessments (RCSA), including evaluating risks, impacts, and mitigating controls, engaging with business partners, and documenting results.

  • Support U.S. Banks Institutional Businesses during internal and external audits, including document reviews and participation in exam meetings.

  • Manage the production of management reporting materials and prepare for monthly risk meetings

  • Perform data analysis and produce Excel reporting as needed.

Experience and Knowledge:

  • Minimum 7+ years of professional experience in financial services; operational risk, enterprise risk management, finance, compliance or audit

  • Bachelor’s degree in Finance or Accounting or a related discipline.

  • Banking experience is preferred

  • Proven experience in operational risk management within financial services.

  • Strong understanding of regulatory frameworks and risk governance.

  • Experience with risk assessments and exams (Regulator, Internal Audit, Operational Risk, and Compliance).

  • Understanding of RCSA or similar operational risk management frameworks.

  • Experience working with cross-functional teams.

  • This is a hybrid role and requires work from the office 4 days per week.

Skills:

  • Ability to demonstrate experience with Institutional financial products inclusive of derivatives

  • Strong knowledge of banking risk, regulatory and/or compliance rules and regulations

  • Strong interpersonal, verbal and written communication skills; capable of clear and concise writing, making presentations to an internal audience and interacting with upper Management, colleagues and clients
  • Proven track record of working across organizational boundaries and having the ability to work in a matrixed organization; leveraging resources across the organization to complete deliverables.
  • Proficient in creating PowerPoint presentations and performing Excel data analysis.
  • Familiarity with SharePoint, Microsoft Windows, and Microsoft Office software.
  • Strong project management, execution, and reporting skills
  • Confident, proactive, and independent self-starter.
  • Strong organizational skills and ability to prioritize tasks.
  • Ability to work in fast paced, high-demand environment, both independently and as part of team
  • Consistent attention to detail with strong analytical, quantitative, and investigative problem-solving abilities

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $ 110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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