Jobs at Prudential Financial
545,482 open positions
Prudential Financial, headquartered in Newark, New Jersey, is a global insurer and wealth‑management firm that has embraced digital transformation. The company invests heavily in cloud, data analytics, and AI to streamline underwriting, claims processing, and personalized financial advice.
Hiring spans software engineers, data scientists, cybersecurity specialists, product managers, and cloud architects. Candidates can expect rigorous technical interviews, collaborative cross‑functional teams, and opportunities to work on real‑time risk models and scalable microservices.
Job Transparency provides exact salary ranges and employee sentiment for each role, letting you benchmark compensation against industry peers and understand team culture before applying.
Business Development Representative
Company: Greenlight Financial Technology
Location: Atlanta, GA
Posted Apr 28, 2024
<p>Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids We proudly serve more than 6 million parents and kids with our awardwinning banking app for families With Greenlight parents can automate allowance manage chores set flexible spend controls and invest for their familys future Kids and teens learn to earn save spend wisely and invest <p> <p><br ><p> <p>At Greenlight we believe every child should have the opportunity to become financially healthy and happy Its no small task and thats why we leap out of bed every morning to come to work Because creating a better brighter future for the next generation depends on it<p> <p><br ><p> <p>Greenlight is looking for a <b>Business Development Representative<b> to add to our rapidly expanding sales organization From facilitating initial conversations to developing team wide best practices you will be an integral member for our Sales team In this role youll be responsible for creating excitement amongst banks and credit unions for Greenlights innovative family banking solutions Youll get to work alongside talented sales and enablement professionals that are growing a new category with a huge addressable market<p> <p><b>Your daytoday<b> <p><ul><li>Developing new business leads and enhancing existing relationships<li> <li>Utilizing prospecting and research tools coordinating with assigned reps to qualify opportunities preparing for and booking pitch meetings with target prospects<li> <li>Strategizing with team members to innovate amp improving the overall sales development process<li> <li>Conducting sales development best practices with email phone and social drips using enablement technology to connect with new prospects<li> <li>Working closely and collaboratively with the sales team to develop and implement appropriate prospect communication plans<li> <li>Working internally with other departments to ensure proper quality and quantity of demonstrations<li> <ul><p><b>What youll bring to the team<b> <p><ul><li>BSBA required<li> <li>Excellent written and oral communication organizational and analytical skills<li> <li>Very strong work ethic with confidence to work autonomously<li> <li>Highly motivated to succeed both individually and with a young and fast growing company<li> <li>Prior Startup sales experience a huge plus<li> <p><br ><p> <p>Not sure this ones for you Dont count yourself out Show us what youve got and well reach out if theres a great fit <p> <ul><p><b>Work perks at Greenlight<b> <p><ul><li>Medical dental vision and HSA match <li> <li>Paid life insurance ADampD and disability benefits <li> <li>Traditional 401k with company match and Roth IRA<li> <li>Unlimited PTO <li> <li>Paid company holidays and popup bonus holidays <li> <li>Wellness amp professional development stipends<li> <li>Mental health resources <li> <li>11 financial planners<li> <li>Fertility healthcare<li> <li>100 paid parental and caregiving leave plus cleaning service and meals during your leave<li> <li>Flexible WFH both remote and inoffice opportunities<li> <li>Fully stocked kitchen catered lunches and occasional inoffice happy hours<li> <li>Employee resource groups<li> <ul><p> <p><p><b>Who we are<b><p> <p>It takes a special team to aim for a neverbeendonebefore mission like ours Were looking for people who love working together because they know it makes us stronger people who look to others and ask How can I help and then How can we make this even better If youre ready to roll up your sleeves and help parents raise a financially smart generation apply to join our team<p> <p><br ><p> <p>Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age race color national origin gender gender identity or expression sexual orientation religion physical or mental disability medical condition including pregnancy childbirth or a medical condition related to pregnancy or childbirth genetic information marital status veteran status or any other characteristic protected by federal state or local law<p> <p><p>
Senior Project Manager
Company: Ameriprise Financial Services, LLC
Location: Minneapolis–Saint Paul, MN
Posted Apr 28, 2024
<p>Endtoend ownership of one or more business projects or releases Plan and effectively manage all aspects of assigned projects or small to medium size programsreleases including cost schedule scope quality and project resources following the appropriate methodologies <p> <p><b>Key Responsibilities<b> <p> <p><b>Major areas of accountability<b> <p> <p>Manage Project Life Cycle ~~ Develop Project ~~ Manage Project Resources ~~ Manage Expectations ~~ Reporting ~~ PM Champion ~~ Financial Accountability Indirect Expense $510MM <p> <ul><li>Deliver an annual portfolio of highprofile business projects in terms of complexity risk andor business criticality with overall budgets ranging from approximately $5MM to $10MM+ through effective management of budget schedule scope quality and risk Accountable for project communications milestone tracking resource planning financials risk assessment and contingency planning and escalation and resolution of critical issues to project sponsorsowners<li> <li>Develop the overall project vision approach objectives and key deliverables identifytrack key measures of success Develop a comprehensive project plan incorporating deliverables resource plans milestones accountabilities communication plan and timelines Ensure project tracking and status are maintained appropriately Provide regular status reporting on plan progress and ensure all company standards are followed Ensure appropriate testing and quality reviews are conducted and receive signoff<li> <li>Identify and align project resource requirements including onshore offshore employee and contractor resources and work with plan sponsors to ensure adequately skilled resources are available to deliver on project commitments and ensure successful project delivery Provide effective leadership to project resources in a manner that ensures timely delivery on commitmentstasks in support of broader project deliverables through informal performance feedback coaching and skill development etc<li> <li>Work effectively with business partners vendors and staff to develop the project agenda and ensure agreementadoption of project objectivesdeliverables by affected constituencies Provide proactive project communication to project owner Work to identify crossorganizational interdependencies and ensure appropriate integration to project plan Effectively manage client expectations and resource requirements to ensure ownership and success<li> <li>Create and manage the overall project readiness plan and communicate impacts to appropriate stakeholders Lead and participate in regular postimplementation reviews and present project metrics to assist with evaluation of project quality Provide regular status reporting for assigned releases Log track and escalate high priority project issues that may impact ability to deliver a quality project according to plan<li> <li>Actively champion and contribute to the continuous improvement of project management best practices using innovative ideas to increase effectiveness of the overall PM organization Provide subject matter expertise in areas including project scope definition risk identification project methodology resource allocation facilitation and other areas of expertise based on established project management techniques Proactively mentor Project Managers and Project Coordinators<li> <ul><p><b>Required Qualifications<b> <p> <ul><li>Bachelors degree or equivalent 4years in Computer Science Business or related field or equivalent work experience<li> <li>710 years of relevant experience required <li> <li>7+ years across all phases of software development life cycle<li> <li>Expert level understanding of business functional areas business management issues and the IT organizations systems and capabilities<li> <li>Demonstrated ability to deal with ambiguity and to effectively manage within it<li> <li>Superior written and verbal communication skills including executive level presentations<li> <li>Successful track record of delivering projects that meet business objectives as well as time budget and quality guidelines<li> <li>Proven success managing largescale technology projects with an exceptional track record meeting schedule and budget expectations<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Certifications Preferred PMP PMIACI PMIRMP PMISP<li> <li>Experience in financial services<li> <li>Strong analytic and problemsolving skills<li> <li>Proven ability to work effectively with onshore and offshore employee and contract resources<li> <li>Ability to formally present project related information in a clear concise and persuasive manner<li> <li>Expert skills in project management methodologies processes and industry standard tools <li> <li>Successful experience driving crossfunctional and crossorganizational teams to meet project objectives <li> <li>Ability to relate well at all levels of the organization building rapport and maintaining collaborative relationships<li> <ul><p><b>About Our Company<b> <p> <p>Were a diversified financial services leader with more than $1 trillion in assets under management and administration Our team of 20000 people in more than 20 countries advise manage and protect the assets and income of more than 2 million individual small business and institutional clients We are a longstanding leader in financial planning and advice a global asset manager and an insurer Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial Services Columbia Threadneedle Investments and RiverSource Insurance and Annuities Here we foster meaningful careers invest in the future and make a difference for clients institutions and communities around the world <p> <p>Ameriprise Financial is an equal opportunity employer We consider all qualified applicants without regard to race color religion sex national origin genetic information age sexual orientation citizenship gender identity disability veteran status marital status family status or any other basis prohibited by law <p> <p><b>FullTimePartTime<b> <p> <p>Full time <p> <p><b>ExemptNonExempt<b> <p> <p>Exempt <p> <p><b>Job Family Group<b> <p> <p>Technology <p> <p><b>Line of Business<b> <p> <p>AWMBD Advice and Wealth Mgmt and Business Development<p>
Business Development Director & Head of Enterprise Sales
Company: Covr Financial Technologies
Location: Hartford, CT
Posted Apr 28, 2024
<p><br ><span><span><span><span><b><span lang=en xmllang=en xmllang=en><span>Business Development Director and Head of Enterprise Sales <span><span><b><span><span><span><span><p> <p><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>REPORTS TO <span><b><span lang=en xmllang=en xmllang=en>CMO<span><span><span><span><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>DEPARTMENT <span><b><span lang=en xmllang=en xmllang=en>Business Development<span><span><span><span><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>FLSA STATUS <span><b><span lang=en xmllang=en xmllang=en>Exempt<span><span><span><span><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>TRAVEL <span><b><span lang=en xmllang=en xmllang=en>None<span><span><span><span><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>WORK SCHEDULE <span><b><span lang=en xmllang=en xmllang=en>MF may need to flex according to business needs<span><span><span><span><br ><span><span><span><b><span lang=en xmllang=en xmllang=en>LOCATION<span><b><span lang=en xmllang=en xmllang=en> Hybrid 4 days in1 days remote Hartford CT <span><span><span><span><br ><span><span><span><span><b><span><span>COMPANY OVERVIEW<span><span><b><span><span><span><span><br ><span><span><span><span><b><span><span>Covr is listed as one of Forbes Top 500 Start Up Companies of 2021 <span><span><b><span><span> Covr is a digital life insurance platform that makes it easy to protect what matters most you and your family Covr partners with financial institutions that share the belief that life insurance should be simple and transparent and part of a total financial plan Through Covrs technology financial advisors and their customers can research and purchase affordable life insurance from wellknown insurance companies without the hassles of the traditional process all within a matter of minutes Our employees enjoy a casual dress code flexible hours great benefits package competitive wages and more We have a strong culture based on our core values <b>Client First Integrity Innovation Collaboration Fun<b><span><span><span><span><span><span><br ><span><span><span><b>Description of Role<b><span><span><span><br ><span><span><span>The Business Development Director will take the lead in finding and closing new enterprise relationships for Covr Covr operates in the financial institutions channel and targets wire houses banks credit unions broker dealers RIAs publishers robos and agencies as its partners Current clients include Citi Morgan Stanley ETrade investopediacom and 50 other FIs and is looking to expand new partnerships by 1015 per year <span><span><span><br ><span><span><span><b>Job Functions<b><span><span><span> <p><ul><li><span><span><span>Spearhead outreach to potential accounts conduct demos and present Covrs value proposition<span><span><span> <span><span><span>to target firms<span><span><span><li> <li><span><span><span>Identify customer requirements and align them with our suite of products and platforms to drive<span><span><span> <span><span><span>sales and revenue growth<span><span><span><li> <li><span><span>Develop proposals SOWs and contract terms including pricing negations <span><span><li> <li><span><span>Represent Covr at industry events to network showcase capabilities and generate leads<span><span><li> <li><span><span>Work closely with onboarding and customer success teams to ensure seamless configuration launch processes and customer satisfaction<span><span><li> <ul><p><br ><span><span><span><b>Education and Experience<b><span><span><span> <p><ul><li><span><span><span>Bachelors degree in a related field focused on marketing or related field<span><span><span><li> <li><span><span>5 years of enterprise sales experience in the financial institutions market<span><span><li> <li><span><span>Strong knowledge of life insurance Insurtechembedded insurance and Covrs targeted distribution channels<span><span><li> <li><span><span>Prior experience in customer service and account engagement<span><span><li> <ul><p><br ><span><span><span><b>Knowledge and Skills<b><span><span><span> <p><ul><li><span><span>Proven track record of highperformance sales activity<span><span><li> <li><span><span>Exceptional interpersonal skills with a positive phone presence<span><span><li> <li><span><span>Strong verbal communication skills to build relationships and articulate value propositions effectively<span><span><li> <li><span><span>Proficiency in Microsoft Outlook Word Salesforce and Excel<span><span><li> <li><span><span>Proficiency with contract terms pricing and product demos<span><span><li> <li><span><span>Ability to thrive in a fastpaced environment with a strong work ethic and personal integrity<span><span><br > <li> <ul><p><span><span><span><b>Compensation and benefits<b><span><span><span> <p><ul><li><span><span>Salary and Bonus $100000 plus uncapped bonus opportunity targeted at 100 of base salary <span><span><li> <li><span><span>Equity equity grant in Covr in the form of stock options <span><span><li> <li><span><span><span>Paid holidays 11 days<span><span><span><li> <li><span><span><span>Medical Dental and Vision 80 of monthly premium paid by Covr for all fulltime employees<span><span><span><li> <li><span><span><span>Adult and child orthodontia<span><span><span><li> <li><span><span><span>Health Savings Account HSA with quarterly company contributions<span><span><span><li> <li><span><span><span>ShortTerm and LongTerm Disability<span><span><span><li> <li><span><span><span>NEW Pet insurance for cats and dogs<span><span><span><li> <li><span><span><span>401k with company match<span><span><span><li> <li><span><span><span>Company paid Life and ADampD insurance for all fulltime employees<span><span><span><li> <li><span><span><span>Supplemental Life and ADampD insurance up to 5xs salary for employee<span><span><span><li> <li><span><span><span>Supplemental Life and ADamp D plans offered for spouse and dependents<span><span><span><li> <li><span><span><span>Flexible Spending Accounts FSAs medical dependent parking and transit<span><span><span><li> <ul>
Sr Software Engineer
Company: Principal Financial Group
Location: Des Moines, IA
Posted Apr 28, 2024
<p><strong>What Youll Do<strong> <p> <p>Were looking for a Sr Software Engineer to join our WSRS technology team In this role youll design develop and implement workflow and process orchestration solutions to enhance operational efficiency and drive business success Your expertise in analyzing modeling and optimizing business processes will be crucial in identifying areas for improvement You will have the opportunity to <p> <ul><li>Lead the endtoend design and implementation of business process management solutions<li> <li>Take the lead in crafting executable architecture roadmaps that drive our business forward<li> <li>Collaborate with engineers and architects across the organization to champion a unified and consistent approach to software engineering ensuring efficiency and quality while pioneering the latest techniques<li> <li>Lead the way in highimpact decisionmaking influencing the direction of our business<li> <li>Be the trailblazer who carves innovative pathways not just to overcome challenges but to significantly raise the bar leaving a lasting positive impact<li> <ul><p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>You have an Associates or bachelors degree preference in a computer science technology engineering or mathrelated field and 8+ years work experience or equivalent experience<li> <li>You have strong strategic understanding of process orchestration concepts citizen developer concepts and human task management concepts<li> <li>You are committed to lifelong learning and encouraging others to build their skills and try new things<li> <li>You are customercentric and work well with internal and external customers<li> <ul><p><strong><strong>Skills That Will Help You Stand Out<strong><strong> <p> <ul><li>Expertise in software development especially in languages such as Java and Python<li> <li>Proficiency in process orchestration tools like Camunda IBM BAW Appian Pega or similar frameworks<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$123000 $167000 year <p> <p><strong>Time Off Program<strong> <p> <p>Flexible Time Off FTO is provided to salaried exempt employees and provides the opportunity to take time away from the office with pay for vacation personal or shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Pension Eligible<strong> <p> <p>Yes <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Our Engineering Culture<strong><strong> <p> <p>Through our productdriven AgileLean DevOps environment weve fostered a culture of innovation and experimentation across our development teams As a customerfocused organization we work closely with our end users and product owners to understand and rapidly respond to emerging business needs <p> <p>Collaboration is embedded into everything we do from the products we develop to the quality service we provide Were driven by the belief that diversity of thought background and perspective is critical to creating the best products and experiences for our customers <p> <p><strong><strong>Work Environments<strong><strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements only if residing more than 30 miles from Des Moines IA or Charlotte NC Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong><strong>Work AuthorizationSponsorship<strong><strong> <p> <p>At this time were not considering applicants that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p><strong>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants<strong> <p> <p><strong><strong>Investment Code of Ethics<strong><strong> <p> <p>For Principal Asset Management positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong><strong>Experience Principal<strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled future for financial services and that starts with you Our success depends on the unique experiences backgrounds and talents of our employees And we support our employees the same way we support our customers with comprehensive competitive benefit offerings crafted to protect their physical financial and social wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer<strong><strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>1252024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>1252024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Human Resources Business Partner II
Company: Desert Financial Credit Union
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 28, 2024
<p>The Human Resource Business Partner II HRBP II plays a crucial role in driving organizational effectiveness and business success The HRBP II will collaborate with stakeholders to implement HR strategies aligned with business goals foster positive employee relations create and champion change initiatives coach leaders on talent management integrate HR solutions utilize data for decisionmaking build strategic partnerships with executives and stakeholders and identifies root causes of organizational challenges for targeted solutions <p> <p><strong>What you will do here<strong> <p> <p>Employee Relations <p> <p>Manage and foster positive employee relations by promptly addressing employee concerns grievances and conflicts fairly and consistently <p> <p>Partner with lines of business leadership to promote a respectful and inclusive work environment ensuring compliance with relevant employment laws policies and procedures <p> <p>Conduct effective investigations into employee relations issues including claims complaints and conflicts and provide recommendations and solutions to mitigate risks and enhance employee engagement <p> <p>HR Program Management <p> <p>Implement HR programs that align with business goals and enhance organizational effectiveness such as performance management talent development succession planning and employee engagement initiatives <p> <p>Support the implementation and evaluation of HR programs and initiatives ensuring they are aligned with best practices compliance requirements and organizational values <p> <p>Monitor and analyze program effectiveness through metrics data analysis and feedback mechanisms making datadriven recommendations for continuous improvement for assigned areas <p> <p>Talent Coaching <p> <p>Lead the deployment and execution of HR initiatives focused on employee engagement retention and career development pathways <p> <p>Provide coaching to leaders on effective people management leadership capabilities and performance enhancement strategies <p> <p>Develop leaders skills in fostering employee growth learning performance management and talent development <p> <p>Solutions Integration <p> <p>Work with lines of business leadership to design and implement optimized organizational structures and operating processes facilitating business alignment and resource allocation <p> <p>Collaborate with HRIS and HR Operations to integrate specialized knowledge resources and services into comprehensive HR solutions <p> <p>Design develop and implement endtoend solutions that address root causes and achieve desired business outcomes effectively <p> <p>StakeholderCrossfunctional Partnerships <p> <p>Establish and nurture credible relationships with a diverse range of internal and external stakeholders including employees managers HR teams and external partners <p> <p>Foster collaboration and mutual understanding among stakeholders ensuring alignment with organizational values goals and priorities <p> <p>Leverage strong communication and interpersonal skills to engage stakeholders in HR initiatives drive consensus and achieve collective goals for organizational success <p> <p>Change Leadership <p> <p>Proactively identify areas for beneficial organizational change and champion positive transformation efforts <p> <p>Partner with executives to anticipate and manage change pressures guiding effective change management through clear communication and actionable implementation plans <p> <p>Embody and promote the credit unions culture values and leadership principles influencing stakeholders to embrace and drive meaningful change <p> <p>Perform other jobrelated duties as assigned <p> <p><strong>What you will need<strong> <p> <p>Business Management Human Resources Management or related field <strong>preferred<strong> or equivalent combination of education and experience <strong>required<strong> <p> <p>5+ years experience as an HRBP with progressively increasing responsibility for areas such as Employee Relations Talent Acquisition Total Rewards Learning and Development and Talent Management <strong>required<strong> <p> <p>1+ years experience in Retail Banking andor Financial Services Environment <strong>preferred<strong> <p> <p>Effective relationship building skills <strong>required<strong> <p> <p>Demonstrated expertise in integrating both qualitative and quantitative data sources to make recommendations decisions and appropriately influence leaders <strong>required<strong> <p> <p>Sound decisionmaking skills <strong>required<strong> <p> <p>Strong internal and external customer service focus <strong>required<strong> <p> <p>Demonstrated ability to manage multiple priorities simultaneously orientated on results <strong>required<strong> <p> <p>Excellent organizational and interpersonal skills <strong>required<strong> <p> <p>Demonstrated capability of working in a fastmoving highworkload environment <strong>required<strong> <p> <p>Demonstrated strong business acumen <strong>required<strong> <p> <p>PHR Professional Human Resources Certification <strong>preferred<strong> <p> <p>We are proud to be an EEOAA employer MFDV We maintain a drugfree workplace and perform preemployment substance abuse testing <p> <p>For additional information about our organization careers and benefits visit httpwwwdesertfinancialcomcareers <p> <p>IND456 <p> <p>LIHybrid<p>
Managing Director - Miami; Principal Financial Network
Company: Principal Financial Group
Location: Miami, FL
Posted Apr 28, 2024
<p><strong>What Youll Do<strong> <p> <p>This role leads and consults with financial professionals to help them build their skills and grow their practice Youll also attract and develop toptier talent to our Miami team It is a great opportunity to build an intentional culture <p> <p><strong>Here are few examples of what youll do<strong> <p> <ul><li>Develop a profitable business center by attracting training motivating and retaining advisors<li> <li>Achieve specified goals in recruiting and retention of advisors production persistency business conduct and expense management in accordance with business center and company key objectives<li> <ul><p>In April we were named to the Forbes list of Americas Best Employers for Diversity in 2023 This is our fourth year on the list <p> <p>Heavy incentive component in addition to salary listed <p> <p>Join us <p> <p><strong>Who You Are<strong> <p> <ul><li>Requires bachelor degree or eight years of equivalent experience<li> <li>4+ years related work experience including sales and management<li> <li>Must have a broad knowledge of sales techniques as well as regulations governing insurance and security sales<li> <li>Must have good oral and written communication skills as well as good presentation skills<li> <li>Must have ability to recruit select train lead manage and supervise a diverse group of producers to meet the goals of the business center<li> <li>Must be able to develop and maintain community relations<li> <li>Chartered Life UnderwriterChartered Financial Consultant CLUChFC Certified Financial Planner CFP or Chartered Leadership Fellow CLF designations desired<li> <li>Some travel required including overnight stays up to 15<li> <ul><p><strong>Licenses andor exams necessary for this position include<strong> <p> <ul><li>Resident state LifeHealth and Variable Annuity license nonresident state LifeHealth and Variable Annuity licensing for all nonresident states in which business will be conducted<li> <ul><p><strong>Securities exams and IAR appointment include<strong> <p> <ul><li>Series 7 and 63 or equivalent 24 65 andor 66 as required by applicable state law to become IAR with Principal Securities Incs RIA <li> <li>Refer to Principal Financial Network LicensingExam Policy for the time frame allowed to obtain the required licenses appointments and pass exams<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$91000 $152000 year <p> <p><strong>Time Off Program<strong> <p> <p>Flexible Time Off FTO is provided to salaried exempt employees and provides the opportunity to take time away from the office with pay for vacation personal or shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Pension Eligible<strong> <p> <p>Yes <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Job Level<strong><strong> <p> <p>We are open to hiring up to Sr Managing Director for the right skills and experiences <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Global Investors positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>While our expertise spans the globe were bound by one common purpose to foster a world where financial security is accessible to all And our success depends on the unique experiences backgrounds and talents of our employees individually and all of us together Explore our core values benefits and why were an exceptional place to grow your career <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>312024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>312024 <p> <p><strong>LinkedIn Hashtag<strong> <p> <p>LIBS1<p>
Regional Sales Manager
Company: Ameriprise Financial Services, LLC
Location: Minneapolis–Saint Paul, MN
Posted Apr 28, 2024
<p>The Regional Sales Manager RSM is responsible for engaging and coaching advisors to grow their businesses organically through client acquisition financial advice net flows and general practice management techniques The RSM partners with a given field leader or field leaders to drive results across the entire geography or territory via cohorts multiple learning labs blended approach to training coaching and proactive contact with advisors across their span of responsibility with the use of technology <p> <p><b>Key Responsibilities<b> <p> <ul><li>Provide proactive support to all advisors in a territory or region focused on a growth topic client acquisition financial planning net flows practice management Meet a service level agreement of minimum contact per coached advisor via various mediums teams calls chats etc Analyze data for reasons to call to drive sales results and behavior change Influence advisors to grow faster or course correct where required<li> <li>Build cohorts of likeminded advisors focused on growth in a key area client acquisition net flows advice practice management Curate content to generate discussion in the group Drive the Four Disciplines of Execution via monthly calls focused on commitments and leading and lagging indicators Facilitate dialogue among peers Effectively influence behavior change<li> <li>Engage advisors in growth coaching via business planning town halls leader one on ones or other methods Assess advisor needs and provide a personalized tailored growth plan Partner to determine key leading and lagging indicators of growth Build a pathway that focuses on technical expertiseupskilling and behavior change elements to drive growth<li> <li>Develop technical learning labs on the key aspects of growth topics alongside growth labs focused on how to use the technology at the firm to drive growth in their practice Develop advisor champions and partner with them to deliver content Work with field leadership to align messages Deliver content regionally and nationally aimed at driving growth and behavior change<li> <li>Travel with Field Leaders and team members to territory and national functions Leverage knowledge base as a Subject Matter Expert SME to influence uptake in areas of focus and present to group of advisors either virtually or at local leadership functions<li> <ul><p><b>Required Qualifications<b> <p> <ul><li>Bachelors degree or equivalent<li> <li>3 5 years relevant experience required<li> <li>Active Series 7 or ability to obtain within 90 days<li> <li>Active State securities agent registration S63 orS66 or ability to obtain within 90 days<li> <li>Active State IAR registration S65 or S66 or ability to obtain within 90 days<li> <li>Strong written and verbal communication skills including a demonstrated ability to interact effectively with all levels of the organization<li> <li>Demonstrated ability working in a fastpaced environment and previous experience successfully managing multiple competing priorities<li> <li>Previous experience working collaboratively with a wide variety of partners<li> <li>Knowledge of financial planning principles and process as well as knowledge of advisor practice management processes and systems Ability to influence advisor and field leader behavior<li> <li>Strong communication coaching training and general presentation skills<li> <li>Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advicebased practice<li> <li>Ability to collaborate develop and maintain relationships and influence field sales leaders and advisors to drive results<li> <ul><p><b>Preferred Qualifications <b> <p> <ul><li>Previous experience in financial services industry strongly preferred<li> <li>Previous salesmarketing experienced preferred<li> <li>Selfdriven and accountable<li> <ul><p><b>About Our Company<b> <p> <p>Were a diversified financial services leader with more than $1 trillion in assets under management and administration Our team of 20000 people in more than 20 countries advise manage and protect the assets and income of more than 2 million individual small business and institutional clients We are a longstanding leader in financial planning and advice a global asset manager and an insurer Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses Ameriprise Financial Services Columbia Threadneedle Investments and RiverSource Insurance and Annuities Here we foster meaningful careers invest in the future and make a difference for clients institutions and communities around the world <p> <p>Ameriprise Financial is an equal opportunity employer We consider all qualified applicants without regard to race color religion sex national origin genetic information age sexual orientation citizenship gender identity disability veteran status marital status family status or any other basis prohibited by law <p> <p><b>FullTimePartTime<b> <p> <p>Full time <p> <p><b>ExemptNonExempt<b> <p> <p>Exempt <p> <p><b>Job Family Group<b> <p> <p>Sales <p> <p><b>Line of Business<b> <p> <p>AFG Ameriprise Franchise Group<p>
Social Responsibility Program Manager II
Company: Desert Financial Credit Union
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 28, 2024
<p>The Social Responsibility Program Manager II is responsible for recommending and executing social impact activities by engaging the Passion to Help of our team members related to random acts of kindness and teacher appreciation initiatives employee engagement volunteering dollars for doers volunteer time off and special projects and corporate giving causerelated event sponsorships and special projects as assigned This role focuses on key programs and initiatives that advance Desert Financial Credit Union and its subsidiaries performance and recognition as a responsible corporate citizen within its social impact priorities of Education amp Workforce Development Financial Wellness Health amp Wellness Hunger amp Food Insecurity Housing amp Homelessness amp Youth Development <p> <p><strong>What you will do here<strong> <p> <p>Programs Project and Event Management <p> <p>Plan lead and manage the execution of existing medium and largesized programs events and activities for employees leaders and local community in collaboration with other Program Managers and Coordinators <p> <p>Design and implement the enhancement of existing social impact programs projects and events by working collaboratively with all stakeholders to ensure alignment with the credit unions social impact priorities <p> <p>Support the development of communications content production and purchasing of collateral to support timely program execution in collaboration with the Communications Program Manager Marketing and Purchasing teams <p> <p>Support grand openings and statewide expansion in alignment with corporate strategy including identification of nonprofits <p> <p>Lead Foundation Scholarships application process in alignment with our education priority as designated by the Desert Financial Foundation Board <p> <p>Develop coordinate and execute sustainable fundraising initiatives including internal and external solicitation and donor cultivation <p> <p>Annually draft grant recommendations solicit inviteonly interest form determine nonprofits that move on to full grant application review and score applicants with the committee share receipt of award with nonprofits develop recognition events with leadership <p> <p>Monthly review charitable event submissions and execute approved event deliverables such as program advertisements guest invites and talking points for speaking engagements <p> <p>Lead governance and compliance activities for Desert Financial Foundation <p> <p>Relationship Cultivation and Communication <p> <p>Build strong employee engagement elements by working with internal stakeholders and leaders to continue to build an internal ecosystem of volunteering <p> <p>Serve as a mentor coach and projectbased supervisor for the Volunteer Captains committee members and team Coordinators <p> <p>Lead manage and inspire a crossfunctional team of internal volunteers for multiple programs including recruitment training evaluation and volunteer appreciation <p> <p>Serve as a primary contact to coordinate with beneficiaries regarding project plans and ensuring compliance with contest rules <p> <p>Maintain stakeholder relationships with internal team members nonprofit organizations and Foundation Board Members <p> <p>Reporting amp Budgeting <p> <p>Collaborate on program budgets and then successfully administer and operate within that approved budget to optimize financial efficiency <p> <p>Provide data for monthly reporting and budgeting to successfully communicate the impact of programs internally and externally <p> <p>Other duties as assigned <p> <p><strong>What you will need<strong> <p> <p>High School Diploma or GED <strong>required<strong> <p> <p>Bachelors degree in Community or Public Relations Social Work SociologySocial Science Marketing Business or related field <strong>preferred<strong> or Equivalent combination of education and experience <strong>required<strong> <p> <p>4+ years of Program Management experience <strong>required<strong> <p> <p>4+ years of Community Relations Social Responsibility or related experience <strong>required<strong> <p> <p>Budget Planning experience <strong>required<strong> <p> <p>Strong written and verbal communication skills and strong presentation skills Ability to communicate and make effective presentations to internal and external leadersbusiness partners and external audiences represents the department across all levels of the business <strong>required<strong> <p> <p>Good timemanagement skills Ability to work efficiently in pressure situations and demonstrate a highlevel of flexibility in a rapidly changing environment and handling multiple assignmentsprojects simultaneously to meet deadlines <strong>required<strong> <p> <p>Demonstrated ability to develop positive relationships and lead through influence with internal and external partners and prioritize action and results <strong>required<strong> <p> <p>Good Project management skills with demonstrated ability to support concurrent projects while ensuring successful completion <strong>required<strong> <p> <p>Demonstrated expertise planning and successfully executing medium to largesized events independently with ability to stay calm and organized while managing details<strong>required<strong> <p> <p>Strong budget management experience demonstrating the ability to effectively plan recommend and adhere to approved program and event budgets <strong>required<strong> <p> <p>Strong critical thinking and decisionmaking skills with the ability to analyze complex issues evaluate multiple options and make wellinformed decisions <strong>required<strong> <p> <p>Strong reporting skills with the ability to generate accurate and concise reports including financial and performance analysis <strong>required<strong> <p> <p>Proficiency with MS Office Suite Outlook Word Excel PowerPoint <strong>required<strong> <p> <p>Ability to travel up to 20 and provides support and oversight in a high volume of community activities and events that occur outside of traditional work hours <strong>required<strong> <p> <p>Valid Arizona driver license Motor vehicle record will be screened and the incumbent must meet Company guidelines <strong>required<strong> <p> <p>We are proud to be an EEOAA employer MFDV We maintain a drugfree workplace and perform preemployment substance abuse testing <p> <p>For additional information about our organization careers and benefits visit httpwwwdesertfinancialcomcareers<p>
Customer Service Specialist
Company: Greenlight Financial Technology
Location: Atlanta, GA
Posted Apr 28, 2024
<p>Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids We proudly serve more than 6 million parents and kids with our awardwinning banking app for families With Greenlight parents can automate allowance manage chores set flexible spend controls and invest for their familys future Kids and teens learn to earn save spend wisely and invest <p> <p><br ><p> <p>At Greenlight we believe every child should have the opportunity to become financially healthy and happy Its no small task and thats why we leap out of bed every morning to come to work Because creating a better brighter future for the next generation depends on it<p> <p><br ><p> <p>We are seeking a <b>Customer Support Specialist <b>to help us continue to provide outstanding support to our customers You will assist customers over the phone and email with any issues or questions regarding the Greenlight card and mobile application The successful Customer Support Specialist will be passionate about helping customers and ensuring they are satisfied after every customer support interaction <p> <p><br ><p> <p>This role will report to the Customer Service Manager<p> <p><b>Who you are<b> <p><ul><li>Professional confident and resourceful<li> <li>Someone who can be a creative problemsolver while troubleshooting customer issues<li> <li>Patient and kind while addressing customer questions and concerns<li> <li>An active listener who can demonstrate genuine empathy to our customers<li> <li>Responsible and able to selfmanage work from home<li> <li>Proficiency in multitasking and maintaining accountability for meeting daily productivity goals<li> <li>Able to quickly learn about Greenlights products services and policies<li> <ul><p><b>What you will be doing <b> <p><ul><li>Provide support over the phone and email to address customer questions or problems regarding use of the Greenlight card or registration<li> <li>Actively listen to customers to confirm and clarify information and diffuse potential escalations<li> <li>Build strong relationships with Greenlight colleagues and effectively relay product feedback to the product and engineering teams<li> <li>Focus on efficiency and speed while ensuring that customer satisfaction remains the top priority<li> <li>Effectively utilize software and internal tools to navigate customer accounts and solve issues<li> <li>Continuously engage in training and other learning opportunities to expand knowledge of the company product and role<li> <li>Adhere to all company policies and procedures<li> <ul><p><b>What you should bring<b> <p><ul><li>High School Diploma or equivalent<li> <li>Exceptional customer service active listening and verbal and written communication skills<li> <li>Proficiency with software ideally CRM software and strong typing skills<li> <ul><p><b>Shift<b> <p><ul><li>This position will require nights and weekends The schedule may vary depending on business needs Hiring shift will be afternoons anywhere from Noon to 11pm on weekdays and weekends<li> <li>Customer support specialist is a hybrid role which requires 1 in office day a week<li> <ul><p> <p><p><b>Who we are<b><p> <p>It takes a special team to aim for a neverbeendonebefore mission like ours Were looking for people who love working together because they know it makes us stronger people who look to others and ask How can I help and then How can we make this even better If youre ready to roll up your sleeves and help parents raise a financially smart generation apply to join our team<p> <p><br ><p> <p>Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age race color national origin gender gender identity or expression sexual orientation religion physical or mental disability medical condition including pregnancy childbirth or a medical condition related to pregnancy or childbirth genetic information marital status veteran status or any other characteristic protected by federal state or local law<p> <p><p>
Accountant- Investments/ACA
Company: Principal Financial Group
Location: Des Moines, IA
Posted Apr 28, 2024
<p><strong>What Youll Do<strong> <p> <p>Were looking for an Accountant to join our Asset Management Investment Accounting ACA team In this role youll deepen your knowledge of investments and collaborate with team members in a fastpaced environment This role will also assist in developing encouraging and empowering a growth mindset <p> <p>The Investment Accounting team is responsible for the daily and monthly accounting for our consolidated General Account derivatives fixed income direct lending and alternative investments Functions on the team include daily processing at an asset level reconciliations valuation corporate actions security builds and impairments <p> <ul><li>Demonstrate awareness and knowledge of applicable professional accounting standards Review the accuracy and legitimacy of recorded financial transactions and related reports<li> <li>Using indepth knowledge and experience perform accounting analysis and reporting of financial transactions of moderate complexity in accordance with generally accepted accounting principles GAAP statutory accounting principles SAP tax regulations or other regulatory guidance<li> <li>Compliance and Controls using knowledge of internal policies identify interpret and apply control guidelines and requirements on new or existing procedures andor system changes<li> <ul><p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree in Accounting or Finance or 8+ years equivalent experience required<li> <li>4+ years of relevant Accounting experience required<li> <li>CPA or other applicable certifications preferred<li> <li>Proficient working knowledge of Excel and the ability to learn new technologies preferred <li> <li>Knowledge of investments and the system PAM for Investments is a plus<li> <ul><p><strong>Skills That Will Help You Stand Out<strong> <p> <ul><li>Meeting deadlines control focused attention to detail as well as balancing multiple priorities and tasks will be key in this role<li> <li>The right candidate will be energized by challenging the status quo collaborating closely with other team members and generating new ideas to continue to advance automation<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$71250 $84000 year <p> <p><strong>Time Off Program<strong> <p> <p>Flexible Time Off FTO is provided to salaried exempt employees and provides the opportunity to take time away from the office with pay for vacation personal or shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Pension Eligible<strong> <p> <p>Yes <p> <p><strong>Additional Information<strong> <p> <p><strong>Work Environments<strong> <p> <p>This role offers inoffice and hybrid blending at least three office days in a typical workweek work arrangements Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong>Work AuthorizationSponsorship<strong> <p> <p>At this time were not considering applicants that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong>Investment Code of Ethics<strong> <p> <p>For Principal Asset Management positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong>Experience Principal<strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled future for financial services and that starts with you Our success depends on the unique experiences backgrounds and talents of our employees And we support our employees the same way we support our customers with comprehensive competitive benefit offerings crafted to protect their physical financial and social wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong>Principal is an Equal Opportunity Employer<strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>2272024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>2272024<p>
Director, Product Management (Remote)
Company: Inspira Financial
Location: Chicago, IL
Posted Apr 28, 2024
Inspira Financial is seeking a Director of Product Manager for the Medicare One Card (MOC) program. The role involves leading client relationships, vision, and strategic roadmap for the MOC. The ideal candidate will have a strategic, innovative, and creative mindset with a solid analytic foundation. They should have experience in retirement services, alternative strategies, or custody services, and a background in Financial Services and Fintech is preferred. The role requires strong communication, facilitation, and interpersonal skills, as well as the ability to work with minimal direction and adapt to shifting priorities. Inspira Financial is a growing company that values diversity and offers a collaborative, fun environment with opportunities for career development.
Hyperion Developer
Company: Bread Financial
Location: Columbus, OH
Posted Apr 28, 2024
<p><strong><b><b>Every career journey is personal Thats why we empower you with the tools and support to create your own success story <b><b><strong> <p> <p><strong><b>Be challenged Be heard Be valued Be you be here<b><strong> <p> <p><strong><b>Job Summary<b><strong> <p> <p>The Hyperion Developer designs develops and maintains Oracle EPM Hyperion applications including onpremise Essbase and Planning This role collaborates with business users analysts and other developers to deliver highquality solutions that meet the needs of our internal customers This role is a part of our Financial Applications team which is a BusinessLed IT model that is embedded within the CFO organization for Bread Financial This team serves as subject matter experts on finance technology and is responsible for all financeowned software applications including functional support code development user administration technical control and policy compliance This team plays an important key role in the CFO organizations pursuit of Operational Excellence by deploying technology and reporting solutions that help simplify automate and improve finance and accounting processes <p> <p>The Hyperion Developer also performs production support of all Essbase and Planning applications from data ingestions to end user support This role works with Financial and Accounting teams to acquire internal and external datasets to support reporting analysis modeling forecasting and benchmarking needs Additionally this Developer works as part of a crossfunctional team to implement new clients system enhancements and documentation of internal and external systems and processes <p> <p><strong><b>Job Description<b><strong> <p> <p><b>Essential Job Functions<b> <p> <ul><li><b>Business Process <b> Translate business requirements into technology solutions Serve as the primary point of contact for the Hyperion Financial Report Studio and Hyperion SmartView Reporting applications Demonstrate deep understanding of both finance business team processes and understanding of upstream and downstream processes use of data<li> <li><b>Process Development<b> Perform coding andor configuration changes to enhance and maintain the existing Oracle EPM Hyperion applications including onpremises Essbase BSO and ASO and Planning Develop implement document and test changes to the EPMHyperion platform and infrastructure Serve as the primary support contact for the Hyperion Essbase Financial cubes and Hyperion Planning applications Develop monitor and maintain security management process controls task flows business rules scripts member lists journal module objects Webforms Grids Task lists consolidation and data clearing procedures and metadata updates Engage in technical discussions with business users analysts and other developers Use SQL DRM EBPCS and Oracle platform integration skills to create and maintain data sources and connections Utilize EPM Automation scripting Hyperion Business Rules and Essbase Calculation scripts with Calculation Manager Display familiarity with Oracle Hyperion tools like FDMEE Application security and other interface tools<li> <li><b>Project Management <b> Demonstrate ability to organize and prioritize work on multiple projects simultaneously Operate successfully in a highly matrixed rapidly evolving environment and effectively prioritize shifting priorities and changing processes Demonstrate organizational skills strong attention to detail Operate with flexibility and willingness to do both detail work as well as conceptual work Participate in EPM Hyperion systems planning scheduling and implementations<li> <li><b>Leadership <b> Proactively identify and effectively assess improvement opportunities productivityefficiency gains cost savings Employ knowledge of Essbase to facilitate better deployment of Planning application security and other interface tools<li> <ul><p><b>Reports To<b> Director Financial Applications Hyperion <p> <p><b>Direct Reports <b>None <p> <p><b>Working ConditionsPhysical Requirements<b> <p> <ul><li>This position is hybrid with an onsite schedule of 34 days per month Inoffice requirements are subject to change based on business needs This position is currently available to candidates that reside within 60 miles of Columbus OH or Plano TX<li> <li>Some travel may be required<li> <ul><p><b>Minimum Qualifications<b> <p> <ul><li>High School Diploma or GED<li> <li>5+ years of work experience leading developing and supporting Hyperion Essbase andor planning applications<li> <li>Experience with Hyperion Essbase Planning and SQL<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Bachelors degree in information technology computer science business information systems management information systems finance accounting business or related field of study<li> <li>Certification in EPM Oracle Essbase andor Planning<li> <li>Experience developing and supporting Hyperion Essbase cubes in a Financial Services business<li> <li>Experience supporting forecast and budget processes for a finance organization or implementing technology to support forecast and budget processes<li> <li>Experience supporting accountlevel profitability for a credit card business<li> <li>Experience as senior IT developer and solution delivery preferably in projects involved in implementation of enterprise performance management solutions management reporting budgeting forecasting planning analytics<li> <ul><p><b>Knowledge Skills and Abilities<b> <p> <ul><li>SmartView Excel AddIn<li> <li>EssbasePlanning Calculation scripts Reports scripts MAXL scripts smartlists and Load Rules<li> <li>Design and implementation of an onpremise Hyperion Planning applications including the Essbase model Web forms Business Rules Application security workflow and Data Integration<li> <li>Knowledge of performance optimization techniques in Planning Business Rules and Oracle Essbase performance tuning for ASO and BSO onpremise applications<li> <li>BankingFinancial ServicesCredit card verticals<li> <li>Knowledge of EPM Automation scripting Hyperion Business Rules and Essbase Calculation scripts utilizing Calculation Manager<li> <li>Knowledge of Oracle Hyperion tools like FDMEE Application security and other interface tools<li> <li>Communication analytical problemsolving and troubleshooting skills<li> <ul><p>This job description is illustrative of the types of duties typically performed by this job It is not intended to be an exhaustive listing of each and every essential function of the job Because job content may change from time to time the Company reserves the right to add andor delete essential functions from this job at any time <p> <p><b>Typical Starting Range <b> <p> <p>$9790000 $17740000 <p> <p><b>Full Salary Range for position<b> <p> <p>California $11260000 $22180000 <p> <p>Colorado $9790000 $18630000 <p> <p>New York $10770000 $22180000 <p> <p>Washington $10280000 $20400000 <p> <p>The actual base pay within this range may be dependent upon many factors which may include but are not limited to work location education experience and skills <p> <p>Bread Financial offers medical prescription drug dental vision and other voluntary benefits including basic and optional life insurance supplemental medical plans and short and longterm disability to eligible associates regular fulltime associates scheduled to work 30 hours per week or more and their spousesdomestic partners and children under the age of 26 New associate elected coverage begins on date of hire with the exception of disability coverage which has a 6month waiting period Six weeks of 100 paid parental leave for eligible parents is available after a 180day waiting period Hired associates can immediately enroll in Bread Financials 401k plan <p> <p>All associates receive 11 paid holidays Associates have discretion in managing their time away from work through the Flexible Time Off FTO program and may need to notify and receive approval from their manager prior to taking the time off Associates except those located in Illinois receive 80 hours of Paid Sick and Safe Time PSST upon hire and at the beginning of each subsequent calendar year Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO <p> <p>Hired associates will be able to elect the purchase company stock during offering periods in June and December You will be eligible for an annual incentive bonus based on individual and company performance <p> <p>Click here for more Benefits information <p> <p><b>About Bread Financial <b> <p> <p>At Bread Financial youll have the opportunity to grow your career give back to your community and be part of our awardwinning culture Weve been consistently recognized as a best place to work nationally and in many markets and were proud to promote an environment where you feel appreciated accepted valued and fulfilledboth personally and professionally Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and nontraditional career progression <p> <p>Bread FinancialTM is a techforward financial services company providing simple personalized payment lending and saving solutions The company creates opportunities for its customers and partners through digitally enabled choices that offer ease empowerment financial flexibility and exceptional customer experiences Driven by a digitalfirst approach data insights and whitelabel technology Bread Financial delivers growth for its partners through a comprehensive suite of payment solutions that includes private label and cobrand credit cards and Bread Pay™ buy now pay later products Bread Financial also offers directtoconsumer products that give customers more access choice and freedom through its branded Bread CashbackTM American Express® Credit Card and Bread SavingsTM products <p> <p>Headquartered in Columbus Ohio Bread Financial is powered by its approximately 7000 global associates and is committed to sustainable business practices <p> <ul><li>Bread Financial offers competitive pay a comprehensive selection of benefit options including 401k<li> <li>The Company is an Equal Opportunity Employer<li> <li>Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company<li> <li>The Company participates in EVerify<li> <li>The Company will consider for employment all qualified applicants including those with a criminal history in a manner consistent with the requirements of all applicable federal state and local laws including the Los Angeles Fair Chance Initiative for Hiring Ordinance the San Francisco Fair Chance Ordinance and the New York City Fair Chance Act Applicants with criminal histories are encouraged to apply<li> <li>The Company complies with the Americans with Disabilities Act ADA as amended and all applicable statelocal laws The Company will provide accommodations to applicants needing accommodations to complete the application process Applicants with disabilities may contact the Company to request and arrange for accommodations If you need assistance to accommodate a disability you may request an accommodation at any time Please contact the Recruiting Team at TaOpsbreadfinancialcom<li> <ul><p><b>Job Family <b> <p> <p>Finance amp Accounting <p> <p><b>Job Type <b> <p> <p>Regular<p>