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Empower Retirement
Most recent job postings at Empower Retirement
via JobLeads
posted_at: 2 days agoschedule_type: Full-time
Quality Assurance Specialist - Empower Personal Wealth page is loaded Quality Assurance Specialist - Empower Personal Wealth
Apply remote type Remote locations Colorado Remote time type Full time posted on Posted 7 Days Ago job requisition id R.0040554
...
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes
Quality Assurance Specialist - Empower Personal Wealth page is loaded Quality Assurance Specialist - Empower Personal Wealth
Apply remote type Remote locations Colorado Remote time type Full time posted on Posted 7 Days Ago job requisition id R.0040554
...
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The primary responsibility of the Quality Assurance Specialist - Empower Personal Wealth is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with policies and procedures, rules and regulations of the financial services industry.
What you will do
• Provide continuous call evaluation feedback to representatives and advisors through written evaluations and review with their managers.
• Document and escalate call monitoring issues to management as necessary.
• Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level.
• Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, EPW Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support.
• Review and update call evaluation methodologies based on industry and/or internal process changes.
• Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary.
What you will bring
• Bachelor’s Degree in related discipline or 5 years industry experience
• FINRA SIE and Series 7 required within established timelines.
• FINRA fingerprinting required.
What will set you apart
• Working knowledge of retirement plan and retail investment and advisory products preferred
• Intermediate skills using Microsoft Office products
• Sound reasoning and critical thinking
• Excellent written and verbal communication skills
#LI - Remote
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 49,800.00-68,400.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Interested in staying connected? Join our Talent Community.
Joining our talent community will allow you to stay connected via email and receive news and updates.
Empower a Great Place to Work
Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency .
Empower has built a culture around the words we live by:
About Us
Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually.
Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor.
Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home.
When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go.
Equal opportunity employer • Drug-free workplace
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Follow Empower
Facebook , LinkedIn, Twitter, Instagram, & Glassdoor Show more details...
Apply remote type Remote locations Colorado Remote time type Full time posted on Posted 7 Days Ago job requisition id R.0040554
...
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The primary responsibility of the Quality Assurance Specialist - Empower Personal Wealth is to monitor and provide feedback on the quality of phone interactions with participants by evaluating calls of representatives and advisors. This is to ensure compliance with policies and procedures, rules and regulations of the financial services industry.
What you will do
• Provide continuous call evaluation feedback to representatives and advisors through written evaluations and review with their managers.
• Document and escalate call monitoring issues to management as necessary.
• Evaluate representatives and advisors calls using the quality monitoring data management system to compile and track performance at an individual level.
• Extract and organize metrics to create month-end reporting and analysis on call monitoring results for internal quality reports, including the following: facilitate call calibration exercises to validate that calls are monitored consistently among the Quality Assurance Specialists. Partner with internal resources (Compliance, Legal, Supervision, EPW Training) to ensure training, resources and feedback includes thorough and accurate information; identify performance gap trends, conduct need/skill gap analysis, contribute to appropriate learning solutions and documentation support.
• Review and update call evaluation methodologies based on industry and/or internal process changes.
• Participate in various projects by assisting with organization of training related projects, which includes developing training materials, attending meetings, facilitating training for new representatives, advisors and managers as it relates to call evaluation methodology or other topics as necessary.
What you will bring
• Bachelor’s Degree in related discipline or 5 years industry experience
• FINRA SIE and Series 7 required within established timelines.
• FINRA fingerprinting required.
What will set you apart
• Working knowledge of retirement plan and retail investment and advisory products preferred
• Intermediate skills using Microsoft Office products
• Sound reasoning and critical thinking
• Excellent written and verbal communication skills
#LI - Remote
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 49,800.00-68,400.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Interested in staying connected? Join our Talent Community.
Joining our talent community will allow you to stay connected via email and receive news and updates.
Empower a Great Place to Work
Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency .
Empower has built a culture around the words we live by:
About Us
Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually.
Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor.
Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home.
When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go.
Equal opportunity employer • Drug-free workplace
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Follow Empower
Facebook , LinkedIn, Twitter, Instagram, & Glassdoor Show more details...
via Salary.com
schedule_type: Full-time
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Retirement Plan Advisor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This position must be based in Charleston and will work with a major government employer in the area.
What you will do
Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
• Develop strategic partnerships with key contacts in each location and agencies within assigned territory
• Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
• Create dynamic business plan and strategy to maximize impact on participants in assigned territory
• Define a variety of dynamic needs and challenges by using thoughtful analytics
• Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
• Satisfy service level agreements for the plan as well as achieve business results
• Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
• Bachelor's degree in Business or Finance; or equivalent work experience
• 2 years related experience
• Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• Experienced and effective public speaker
• FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred
• FINRA fingerprinting upon hire
What will set you apart
• Experience with retirement planning/financial planning software
• Proficient in MS Word, Excel, PowerPoint
• Good working knowledge of the firm's products, the defined contribution business and ERISA
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 58,800.00-83,025.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Retirement Plan Advisor helps individuals using Empower as their retirement provider through their employer build a healthy retirement and plan their financial future. This role uses strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
This position must be based in Charleston and will work with a major government employer in the area.
What you will do
Elicit actions to help individuals secure a healthy retirement and plan their financial future. Use your strategic thinking to achieve business results and lead impactful conversations while meeting service level agreements.
• Develop strategic partnerships with key contacts in each location and agencies within assigned territory
• Conduct Retirement Readiness Reviews, individual meetings and periodic group presentations with targeted participants, using consultative expertise to improve retirement outcomes
• Create dynamic business plan and strategy to maximize impact on participants in assigned territory
• Define a variety of dynamic needs and challenges by using thoughtful analytics
• Document interactions in Salesforce and collect required enrollment information to adhere to Compliance guidelines
• Satisfy service level agreements for the plan as well as achieve business results
• Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
• Bachelor's degree in Business or Finance; or equivalent work experience
• 2 years related experience
• Reliable personal transportation to cover the assigned territory (mileage reimbursement provided)
• Strategic thinker who can work independently
• Strong relationship building and territory management skills
• Experienced and effective public speaker
• FINRA Series 6, 63, 65 registrations obtained within 90 days of hire date - current FINRA registrations strongly preferred
• FINRA fingerprinting upon hire
What will set you apart
• Experience with retirement planning/financial planning software
• Proficient in MS Word, Excel, PowerPoint
• Good working knowledge of the firm's products, the defined contribution business and ERISA
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 58,800.00-83,025.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
via Salary.com
posted_at: 11 days agoschedule_type: Full-timework_from_home: 1
Job Description:
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience
Job Description:
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Gathers and analyzes information to determine learning needs. Evaluates training programs and materials as well as trainee performance. Facilitates and delivers internal learning solutions and develops in-house training programs as assigned. What you will do Facilitates learning solutions, preparing plans according to adult learning theory and providing a high-impact, interactive environment. Identifies learning needs within assigned business units. Develops professional, collaborative... relationships with business unit leaders. Develops and implements learning curriculum that is consistent with current trends and best practices. Utilizes internal and external resources as necessary to achieve goals. Collaborates with training team to assess, design, develop and maintain training solutions and components. Tracks and analyzes learning curriculum effectiveness through various evaluation techniques, including the evaluation of individual performances. Provides reporting to business area and training management. Assists in educating employees on the use of the Learning Management System. Communicates effectively and proactively with subject matter experts, business partners, and design team. With supervision, manages project resources (people and material) to ensure deliverables are completed in scope and on schedule. Maintains current business knowledge; stays abreast of market events, investment product enhancements, and successful sales techniques in order to be up-to-speed on potential training topics. Assumes responsibility for ongoing development, researching training industry standards and best practices and embracing new technologies. Coordinate logistics of training to include training room, attendance tracking, passwords, materials and supplies. Designs and/or delivers additional content, as assigned, to support any training needs identified for the business. What you will bring Bachelor's Degree in Business or related field, or equivalent work experience FINRA Series 7 registrations required within corporate-established timelines. FINRA fingerprinting required. What will set you apart Certification in training and/or organizational development preferred 2-3 years of practical business experience with developing and delivering training solutions Knowledge and experience in contemporary adult learning Intermediate skill level MS Word, MS Excel, and MS PowerPoint Aptitude and desire to learn new tools and techniques quickly Demonstrated success in developing learning curriculums Strong motivational and interpersonal skills Strong presentation and classroom management skills Demonstrated ability to work both independently and within a collaborative team environment #LI - Remote What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 59,000.00-83,375.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
Are you interested in this job? Please apply from Salary.com
Job ID: j202304231031029724911
Recommended Job Skills: Concept Development, Conceptual Design
Average Estimate Salary for a Trainer - Empower Personal Wealth: $78,543 to $105,910
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. Gathers and analyzes information to determine learning needs. Evaluates training programs and materials as well as trainee performance. Facilitates and delivers internal learning solutions and develops in-house training programs as assigned. What you will do Facilitates learning solutions, preparing plans according to adult learning theory and providing a high-impact, interactive environment. Identifies learning needs within assigned business units. Develops professional, collaborative... relationships with business unit leaders. Develops and implements learning curriculum that is consistent with current trends and best practices. Utilizes internal and external resources as necessary to achieve goals. Collaborates with training team to assess, design, develop and maintain training solutions and components. Tracks and analyzes learning curriculum effectiveness through various evaluation techniques, including the evaluation of individual performances. Provides reporting to business area and training management. Assists in educating employees on the use of the Learning Management System. Communicates effectively and proactively with subject matter experts, business partners, and design team. With supervision, manages project resources (people and material) to ensure deliverables are completed in scope and on schedule. Maintains current business knowledge; stays abreast of market events, investment product enhancements, and successful sales techniques in order to be up-to-speed on potential training topics. Assumes responsibility for ongoing development, researching training industry standards and best practices and embracing new technologies. Coordinate logistics of training to include training room, attendance tracking, passwords, materials and supplies. Designs and/or delivers additional content, as assigned, to support any training needs identified for the business. What you will bring Bachelor's Degree in Business or related field, or equivalent work experience FINRA Series 7 registrations required within corporate-established timelines. FINRA fingerprinting required. What will set you apart Certification in training and/or organizational development preferred 2-3 years of practical business experience with developing and delivering training solutions Knowledge and experience in contemporary adult learning Intermediate skill level MS Word, MS Excel, and MS PowerPoint Aptitude and desire to learn new tools and techniques quickly Demonstrated success in developing learning curriculums Strong motivational and interpersonal skills Strong presentation and classroom management skills Demonstrated ability to work both independently and within a collaborative team environment #LI - Remote What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 59,000.00-83,375.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
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Job ID: j202304231031029724911
Recommended Job Skills: Concept Development, Conceptual Design
Average Estimate Salary for a Trainer - Empower Personal Wealth: $78,543 to $105,910
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
via Salary.com
posted_at: 22 days agoschedule_type: Full-time
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Investment Control Reconciler reconciles assigned accounts on a daily basis and ensures that variances are identified, researched and resolved in a timely manner.
What you will do
• Review assigned accounts to identify outstanding issues/variances and researches to identify root issues
• Open correction requests/tickets to appropriate areas
• Follow up on outstanding items to ensure they are resolved in a timely manner
• Process activity/transactions as instructed
• Complete reporting as necessary
What you will bring
• Bachelor's degree in Accounting, Finance, related field, or equivalent work experience
• Detail oriented
• Strong analytical/problem solving skills
• Strong organization, written and verbal communication skills
• Ability to work within prescribed deadlines and in a team environment
• MS Excel - intermediate level
• FINRA fingerprinting upon hire
What will set you apart
• 1-2 years of experience in mutual fund operations
• MS Access - basic to intermediate level
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 45,200.00-62,225.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Investment Control Reconciler reconciles assigned accounts on a daily basis and ensures that variances are identified, researched and resolved in a timely manner.
What you will do
• Review assigned accounts to identify outstanding issues/variances and researches to identify root issues
• Open correction requests/tickets to appropriate areas
• Follow up on outstanding items to ensure they are resolved in a timely manner
• Process activity/transactions as instructed
• Complete reporting as necessary
What you will bring
• Bachelor's degree in Accounting, Finance, related field, or equivalent work experience
• Detail oriented
• Strong analytical/problem solving skills
• Strong organization, written and verbal communication skills
• Ability to work within prescribed deadlines and in a team environment
• MS Excel - intermediate level
• FINRA fingerprinting upon hire
What will set you apart
• 1-2 years of experience in mutual fund operations
• MS Access - basic to intermediate level
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 45,200.00-62,225.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
via Salary.com
posted_at: 18 days agoschedule_type: Full-time
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
This position is responsible for being the primary relationship manager overseeing an established book of business within assigned territory.
Candidate must reside in the Greater Philadelphia area.
What you will do:
• Responsible for providing relationship management and overseeing 85 small plans, generally in the $10M - $25M range.
• Responsible for client retention and growing our existing plans.
• Responsible for sole relationship with client, education strategies, plan review, asset diversification.
• Responsible for assisting with the sales team on developing new business and attending finals presentations.
What you will bring:
Bachelor's Degree in Business or related discipline
CERTIFICATIONS/REGISTRATIONS:
• FINRA 6 & 63 registrations required within corporate-established timelines
• FINRA fingerprinting required
What will set you apart:
• 4-7 years financial services experience
• Previous experience presenting to large groups and individuals Advanced 401k, compliance, plan documentation and investment knowledge
• Will travel majority of the time (50-70%) travel within Eastern PA using personal vehicle to go to local meetings with plan sponsors and brokers
• Normal Office Working Conditions typically from a home office
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 78,600.00-111,000.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
This position is responsible for being the primary relationship manager overseeing an established book of business within assigned territory.
Candidate must reside in the Greater Philadelphia area.
What you will do:
• Responsible for providing relationship management and overseeing 85 small plans, generally in the $10M - $25M range.
• Responsible for client retention and growing our existing plans.
• Responsible for sole relationship with client, education strategies, plan review, asset diversification.
• Responsible for assisting with the sales team on developing new business and attending finals presentations.
What you will bring:
Bachelor's Degree in Business or related discipline
CERTIFICATIONS/REGISTRATIONS:
• FINRA 6 & 63 registrations required within corporate-established timelines
• FINRA fingerprinting required
What will set you apart:
• 4-7 years financial services experience
• Previous experience presenting to large groups and individuals Advanced 401k, compliance, plan documentation and investment knowledge
• Will travel majority of the time (50-70%) travel within Eastern PA using personal vehicle to go to local meetings with plan sponsors and brokers
• Normal Office Working Conditions typically from a home office
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 78,600.00-111,000.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
via Salary.com
posted_at: 18 days agoschedule_type: Full-time
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Analyst will work with portfolio managers and other team members to seek out attractive risk-adjusted investment opportunities in Non-Agency CMBS and RMBS securities for a variety of investment strategies with a focus on capital preservation. The Analyst is expected to perform comprehensive credit analysis, evaluating both the collateral and the capital structure to identify risk and seek out specific investment opportunities. The Analyst will be responsible for conducting credit surveillance of existing positions, maintaining awareness of macroeconomic, market and industry developments and effectively communicating findings to portfolio managers and other team members.
What you will do:
• Conduct regular credit surveillance on all holdings which would include monitoring emerging credit and performance trends as well as designing and conducting various scenario analyses.
• Monitor and analyze fundamental and technical trends in CMBS and RMBS as well as broader Commercial Real Estate and Residential Mortgage markets.
• Analyze investment opportunities across primary and secondary markets, generate trade ideas and make specific trade recommendations.
• Develop and maintain a strong professional network which would include sell-side sales and research as well as other industry experts within your sectors.
• Maintain strict compliance with all investment policies and company specific guidelines.
• Assist in the effort to continuously review and improve team processes.
• Develop and maintain loss models used to evaluate potential and existing investments.
• Review model results and reconcile with actuarial and accounting records.
• Conduct reviews as prescribed by the group's portfolio monitoring guidelines and communicate findings to the investment team. Maintain a database for the group's monitoring history.
• Other duties as assigned, including assisting with Board investment summaries, quarterly reporting packages, credit ratings change memos, and other ad hoc reporting.
What you will bring:
• Candidate must possess at least a B.A. or B.S. degree in Finance, Economics or other quantitative field and either have or are making progress toward obtaining CFA charter.
What will set you apart:
• 1-3 years of relevant investment experience in fixed-income markets focusing on securitized products, experience specific to CMBS/CRE preferred.
• Experience working with Bloomberg, Intex and CoStar is strongly preferred.
• Capable of effectively working in a team-based investment environment.
• Proven ability to organize, process and analyze large data sets and draw well-reasoned conclusions.
• Strong technical and quantitative skills (High proficiency in Excel and programming skills desired).
• Excellent written and verbal communication skills.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 95,100.00-134,325.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
The Analyst will work with portfolio managers and other team members to seek out attractive risk-adjusted investment opportunities in Non-Agency CMBS and RMBS securities for a variety of investment strategies with a focus on capital preservation. The Analyst is expected to perform comprehensive credit analysis, evaluating both the collateral and the capital structure to identify risk and seek out specific investment opportunities. The Analyst will be responsible for conducting credit surveillance of existing positions, maintaining awareness of macroeconomic, market and industry developments and effectively communicating findings to portfolio managers and other team members.
What you will do:
• Conduct regular credit surveillance on all holdings which would include monitoring emerging credit and performance trends as well as designing and conducting various scenario analyses.
• Monitor and analyze fundamental and technical trends in CMBS and RMBS as well as broader Commercial Real Estate and Residential Mortgage markets.
• Analyze investment opportunities across primary and secondary markets, generate trade ideas and make specific trade recommendations.
• Develop and maintain a strong professional network which would include sell-side sales and research as well as other industry experts within your sectors.
• Maintain strict compliance with all investment policies and company specific guidelines.
• Assist in the effort to continuously review and improve team processes.
• Develop and maintain loss models used to evaluate potential and existing investments.
• Review model results and reconcile with actuarial and accounting records.
• Conduct reviews as prescribed by the group's portfolio monitoring guidelines and communicate findings to the investment team. Maintain a database for the group's monitoring history.
• Other duties as assigned, including assisting with Board investment summaries, quarterly reporting packages, credit ratings change memos, and other ad hoc reporting.
What you will bring:
• Candidate must possess at least a B.A. or B.S. degree in Finance, Economics or other quantitative field and either have or are making progress toward obtaining CFA charter.
What will set you apart:
• 1-3 years of relevant investment experience in fixed-income markets focusing on securitized products, experience specific to CMBS/CRE preferred.
• Experience working with Bloomberg, Intex and CoStar is strongly preferred.
• Capable of effectively working in a team-based investment environment.
• Proven ability to organize, process and analyze large data sets and draw well-reasoned conclusions.
• Strong technical and quantitative skills (High proficiency in Excel and programming skills desired).
• Excellent written and verbal communication skills.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 95,100.00-134,325.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
via Salary.com
posted_at: 14 days agoschedule_type: Full-timework_from_home: 1
Job Description:
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly
Job Description:
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Feedback Analyst is responsible for supporting Payroll Consultants, Implementation, and Retirement Plan Services in the successful setup of feedback files in the CSAS (AKA Next Gen Feedback) and OEWS systems, for new and existing retirement plans. Feedback files include: Deferral, Loan, and Prior Plan Contribution Files. The Feedback Analyst will communicate with internal contacts, clients, and payroll vendors to communicate best practices, coordinate collection of business/technical... requirements, set up feedback templates and schedules, coordinate required system builds through systems contacts, participate in required testing in UAT, and complete required validations including first and second occurrence review. What you will do Responsible for the successful setup of payroll feedback integration during the installation of standard/non-complex, repeatable feedback implementation Act as the Feedback contact for Empower for feedback related matters. Coordinate the integration and set up of feedback files with the plan sponsor/payroll vendor to Empower. Attend Payroll Feedback conference calls on assigned projects and consult with various client contacts including plan sponsors, plan sponsor IT staff, payroll vendors, relationship/client service managers, and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall Feedback project management. Identify and gather required data to support the Feedback file processes. Create feedback test files for client using Alteryx or through UAT when client testing is required Meet established internal deadlines and timelines associated with payroll feedback activity Coordinate with internal teams to facilitate sFTP (Secure File Transfer Protocol) connections with payroll vendors/clients using direct FTP. Work with network payroll vendors for plans transferring to our Payroll Bridge product. Complete feedback set up in OEWS. Coordinate with internal departments for issue resolution of outgoing Feedback files. Work with internal departments to ensure data load is accurate and to confirm which records should report on the first occurrence deferral and loan feedback files. Set up Feedback templates according to agreed upon, approved file specifications Set up ongoing Feedback files per client schedule and in support of the participant web functionality Produce quality work on assigned through various quality assurance measures. Follow established procedures designed to minimize market risks and gain/loss situations. What you will bring Associates Degree, preferably in Business, Finance or a related field or equivalent related experience. FINRA fingerprinting required Must be willing to work extended hours and overtime during peak seasons or high volume. 2-3 years of experience in financial industry, with payroll processing knowledge preferred What will set you apart Experience working with EASY or other recordkeeping software and knowledge of defined contribution plans preferred. Proficient knowledge of ERISA and various IRS codes; 457, 401(k), 403(b), 401(a), etc. Proficient knowledge of IRS/DOL reporting knowledge Proficient regulatory compliance and plan document knowledge Proven decision making: Analyze situations from different points of view and considers alternative solutions before making decisions; makes decisions in a timely manner based upon analysis, experience and judgment Results oriented: Take decisive action on opportunities to achieve specific outcomes; conveys a sense of urgency when appropriate; persists in the face of obstacles; drives to outcomes that reflect meeting or exceeding a standard of excellence What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 56,200.00-79,375.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you'll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
Are you interested in this job? Please apply from Salary.com
Job ID: j202304201035316110451
Recommended Job Skills: Distributed Computing, Domain Management
Average Estimate Salary for a Feedback Analyst: $82,170 to $109,441
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
Grow your career with a growing organization Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Feedback Analyst is responsible for supporting Payroll Consultants, Implementation, and Retirement Plan Services in the successful setup of feedback files in the CSAS (AKA Next Gen Feedback) and OEWS systems, for new and existing retirement plans. Feedback files include: Deferral, Loan, and Prior Plan Contribution Files. The Feedback Analyst will communicate with internal contacts, clients, and payroll vendors to communicate best practices, coordinate collection of business/technical... requirements, set up feedback templates and schedules, coordinate required system builds through systems contacts, participate in required testing in UAT, and complete required validations including first and second occurrence review. What you will do Responsible for the successful setup of payroll feedback integration during the installation of standard/non-complex, repeatable feedback implementation Act as the Feedback contact for Empower for feedback related matters. Coordinate the integration and set up of feedback files with the plan sponsor/payroll vendor to Empower. Attend Payroll Feedback conference calls on assigned projects and consult with various client contacts including plan sponsors, plan sponsor IT staff, payroll vendors, relationship/client service managers, and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall Feedback project management. Identify and gather required data to support the Feedback file processes. Create feedback test files for client using Alteryx or through UAT when client testing is required Meet established internal deadlines and timelines associated with payroll feedback activity Coordinate with internal teams to facilitate sFTP (Secure File Transfer Protocol) connections with payroll vendors/clients using direct FTP. Work with network payroll vendors for plans transferring to our Payroll Bridge product. Complete feedback set up in OEWS. Coordinate with internal departments for issue resolution of outgoing Feedback files. Work with internal departments to ensure data load is accurate and to confirm which records should report on the first occurrence deferral and loan feedback files. Set up Feedback templates according to agreed upon, approved file specifications Set up ongoing Feedback files per client schedule and in support of the participant web functionality Produce quality work on assigned through various quality assurance measures. Follow established procedures designed to minimize market risks and gain/loss situations. What you will bring Associates Degree, preferably in Business, Finance or a related field or equivalent related experience. FINRA fingerprinting required Must be willing to work extended hours and overtime during peak seasons or high volume. 2-3 years of experience in financial industry, with payroll processing knowledge preferred What will set you apart Experience working with EASY or other recordkeeping software and knowledge of defined contribution plans preferred. Proficient knowledge of ERISA and various IRS codes; 457, 401(k), 403(b), 401(a), etc. Proficient knowledge of IRS/DOL reporting knowledge Proficient regulatory compliance and plan document knowledge Proven decision making: Analyze situations from different points of view and considers alternative solutions before making decisions; makes decisions in a timely manner based upon analysis, experience and judgment Results oriented: Take decisive action on opportunities to achieve specific outcomes; conveys a sense of urgency when appropriate; persists in the face of obstacles; drives to outcomes that reflect meeting or exceeding a standard of excellence What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 56,200.00-79,375.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you'll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
Are you interested in this job? Please apply from Salary.com
Job ID: j202304201035316110451
Recommended Job Skills: Distributed Computing, Domain Management
Average Estimate Salary for a Feedback Analyst: $82,170 to $109,441
This data is calculated using netizen feedback data. To get the most accurate number for your company jobs in your locations, use our subscription products: https://www.salary.com/companalyst Show more details...
via MilwaukeeJobs.com
posted_at: 15 days agoschedule_type: Full-time
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
Empower is seeking an Senior Counsel to join the Employee Benefits legal team which provides legal advice and guidance to Empower and its affiliated companies with respect to a broad range of complex legal matters relating to Empower's full-service recordkeeping and administration of corporate, not-for-profit and governmental defined contribution and defined benefit employee benefit plans across tax codes, including 401(a), 401(k), 403(b), 457 and 409A non-qualified plans.
What you will do
• Advise on recordkeeping, trust/custody and administrative support services and investment products offered to employee benefit plans and participants, including analysis of ERISA, tax and regulatory compliance issues.
• Advise on plan administration issues, including operational and fiduciary error correction under IRS and DOL voluntary compliance programs.
• Partner with Empower business groups and leaders to identify and address legal issues, including product development, sales, operations, client service, plan documents, call center, marketing and education teams.
• Support the negotiation of Empower contractual arrangements with plan sponsor clients and engage with plan sponsor counsel to resolve audit and complaint matters.
• Interact with IRS and DOL examiners and assist with the responses to regulatory inquiries.
The position requires the following skills and expertise:
• efficiently identify and analyze the legal aspects of a business problem and provide practical, actionable legal advice;
• engage and build relationships with business clients at all levels of seniority as a trusted legal advisor;
• ability to communicate complex legal concepts clearly and efficiently verbally and in writing to non-lawyers and provide risk-based compliance approaches;
• ability to work as a team member, both within the Employee Benefits legal team and with other legal department colleagues, including mentoring and providing guidance to less experienced counsel; and
• ability to work independently to manage multiple, competing priorities and attain results by exercising appropriate judgment to manage matters through ambiguity and to completion
What you will bring
• Law Degree
• Current required license to practice law
• 3+ years of relevant legal experience
What will set you apart
• In-house experience at an insurance company, trust company, asset manager, recordkeeper or other financial services company with experience in advising on retirement plan recordkeeping operations administration, investment products and management services strongly preferred
• Experience with administration of Individual Retirement Accounts (IRA) and retail mutual fund and brokerage account is a plus
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 130,000.00-188,500.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes... that matter to you and experience a truly inclusive work environment. Your future starts now.
Empower is seeking an Senior Counsel to join the Employee Benefits legal team which provides legal advice and guidance to Empower and its affiliated companies with respect to a broad range of complex legal matters relating to Empower's full-service recordkeeping and administration of corporate, not-for-profit and governmental defined contribution and defined benefit employee benefit plans across tax codes, including 401(a), 401(k), 403(b), 457 and 409A non-qualified plans.
What you will do
• Advise on recordkeeping, trust/custody and administrative support services and investment products offered to employee benefit plans and participants, including analysis of ERISA, tax and regulatory compliance issues.
• Advise on plan administration issues, including operational and fiduciary error correction under IRS and DOL voluntary compliance programs.
• Partner with Empower business groups and leaders to identify and address legal issues, including product development, sales, operations, client service, plan documents, call center, marketing and education teams.
• Support the negotiation of Empower contractual arrangements with plan sponsor clients and engage with plan sponsor counsel to resolve audit and complaint matters.
• Interact with IRS and DOL examiners and assist with the responses to regulatory inquiries.
The position requires the following skills and expertise:
• efficiently identify and analyze the legal aspects of a business problem and provide practical, actionable legal advice;
• engage and build relationships with business clients at all levels of seniority as a trusted legal advisor;
• ability to communicate complex legal concepts clearly and efficiently verbally and in writing to non-lawyers and provide risk-based compliance approaches;
• ability to work as a team member, both within the Employee Benefits legal team and with other legal department colleagues, including mentoring and providing guidance to less experienced counsel; and
• ability to work independently to manage multiple, competing priorities and attain results by exercising appropriate judgment to manage matters through ambiguity and to completion
What you will bring
• Law Degree
• Current required license to practice law
• 3+ years of relevant legal experience
What will set you apart
• In-house experience at an insurance company, trust company, asset manager, recordkeeper or other financial services company with experience in advising on retirement plan recordkeeping operations administration, investment products and management services strongly preferred
• Experience with administration of Individual Retirement Accounts (IRA) and retail mutual fund and brokerage account is a plus
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 130,000.00-188,500.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
• **For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection Show more details...
via Salary.com
schedule_type: Full-timework_from_home: 1
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Senior Business Analyst is accountable for understanding the work requested and defining Stories with requirements and acceptance criteria that is understood and actionable by the Development Team. These BAs bring business and technology together by understanding the needs of both and turning them into actionable solutions and designs. What you will do: Collaborate with other analysts, developers and designers to help ensure system functionality aligns with business requirements and compliance... standards Analyze, transform, and resolve existing business problems by using technology Walk others users through the software as a form of testing to showcase how the solution would work in a real life situation Understand and break down large components of work into smaller, actionable units Convert raw business requirements into technical business artifacts Ensure all necessary information and requirements are given and documented before work is started Document and maintain requirements and business specifications in a clear and concise manner Review requirements, write test plans, create and execute test cases, run the test applications and verify and document results of the test Assist with leading and facilitating cross departmental teams to transform business requirements into user and functional requirements Guides the Subject Matter Experts through successful requirements building, particularly emphasizing impacts on other stakeholders and the end users. Assist with ensuring that requirements are understood by development team and perform functional analysis when detail is needed Verify technical design specifications meet user requirements. Assist with creating user scenarios for development and user acceptance testing Over time, develop deep domain knowledge on key applications Helps the Scrum Master determine project task estimates, deadlines and deliverables, simultaneously working on multiple projects Perform gap analysis and define gap closure strategies Works to gain consensus and approval on final requirements Responsible for requirements management and verification through-out project lifecycle What you will bring: 4 – 6 years’ experience soliciting and documenting requirement for business solutions Strong verbal and written English language fluency skills. Minimum of C1/C2 Level of English Proficiency. Working knowledge of Agile software development methodologies in particular, SCRUM 3 – 5 years’ experience using Jira for software development Experience managing requirements with Use Cases Experience creating Software Requirements Specifications Strong experience creating User Stories and defining business needs Strong written, listening and verbal communication skills Must be able to communicate effectively with both technical and non-technical project team members Must be able to interview and develop rapport with others Ability to effectively present information and respond to questions from management and end users Ability to define problems, assemble and analyze data, establish facts, draw valid conclusions and make recommendations Must be highly analytical and detail oriented Ability to work independently and as a team member Knowledge of software development and IT Tools and Services Experience in analyzing, describing, and evaluating complex use cases Strong critical thinking and problem-solving skills Experience with Systems analysis and determining and developing solutions to complex, business problems Ability to explain in detail how a given technological solution would meet a given business requirement Ability to breakdown a technological solution into smaller components that can be understood and developed in a logical fashion Experience in developing user acceptance tests and quality assurance tests Understanding of systems integration and testing What will set you apart: Scrum Master Certification Experience architecting and building IT Infrastructure and Tools, especially Jira, Gitlab, Jenkins, Google Analytics, and Docker Experience building and maintaining software equipment such as laptops, virtual desktops and ServiceNOW Experience implementing automation with third party plugins and webhooks What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 82,300.00-116,275.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
Show more details...
via Salary.com
schedule_type: Full-timework_from_home: 1
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive
Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Investment Control Reconciler reconciles assigned accounts on a daily basis and ensures that variances are identified, researched and resolved in a timely manner. What you will do Review assigned accounts to identify outstanding issues/variances and researches to identify root issues Open correction requests/tickets to appropriate areas Follow up on outstanding items to ensure they are resolved in a timely manner Process activity/transactions as instructed Complete reporting as necessary What you will... bring Bachelor's degree in Accounting, Finance, related field, or equivalent work experience Detail oriented Strong analytical/problem solving skills Strong organization, written and verbal communication skills Ability to work within prescribed deadlines and in a team environment MS Excel - intermediate level FINRA fingerprinting upon hire What will set you apart 1-2 years of experience in mutual fund operations MS Access - basic to intermediate level What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities. The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales 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 offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Base Salary Range $ 43,100.00-59,225.00 We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Joining our talent community will allow you to stay connected via email and receive news and updates. Empower has built a culture around the words we live by: Doing the right thing includes giving back through our ACT (Associates. Communities. Together.) Program in personal ways that matter most to our associates. And Empower supports their passion to help through a dollar-for-dollar charitable donation match and two paid volunteer days annually. Being inclusive means celebrating our differences, which is driven by our diverse mix of Business Resource Groups (BRGs) and the activities and events they sponsor. Continued growth is achieved through partnerships with professional football and soccer teams as well as PGA and LPGA Tour professional golfers. These relationships that further reinforce and promote our brand are headlined by Empower Field at Mile High — our exclusive naming rights to the place the Denver Broncos call home. When you choose to work at Empower, you’ll experience a unique opportunity to take your career wherever you want it to go. Equal opportunity employer • Drug-free workplace For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection. Follow Empower Facebook, LinkedIn, Twitter, Instagram, & Glassdoor
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