Banking and Financial Services Jobs in Chicago Il Online
199 positions found
Manager, Systemic Well-Being
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Benefit Plans
Date Needed by:
5/4/2026
Recognized nine times as a Chicago's Best and Brightest Companies to Work For and eight times as a National Best and Brightest Companies to Work For, Wespath Benefits and Investments (Wespath) is seeking an individual who is passionate about clergy well-being to join our organization in a new partially grant funded role of Manager, Systemic Well-Being.
Serving The United Methodist Church (UMC) for over a century; Wespath cares for those who serve by providing benefits to clergy and lay employees. This also includes more than a decade of work and research examining the physical, emotional, financial, social and spiritual dimensions of the clergy who serve the UMC. Wespath recently committed to partnering with Garrett Evangelical-Theological Seminary's Faith Leadership Collaborative to lead the development of a Holistic Clergy Well-Being Hub. This work is funded by a Lilly Endowment grant recently awarded to Garrett.
In this role, you will work across the UMC to develop and implement denomination-wide strategies that promote holistic well-being within the UMC. Responsibilities include building relationships with stakeholders, gathering and sharing data, identifying and overseeing comprehensive initiatives, and fostering a culture of well-being across all levels of the Church.
Reporting to the Director of Health and Well-Being, you'll be responsible for:
- Developing and executing a multi-year strategy for enhancing the well-being of those who serve the Church, using various types, sources, and levels of data to identify gaps, strengths, and opportunities.
- Establishing and cultivating relationships with key church leaders and subject matter experts on well-being within the UMC and other denominations; determining how Wespath can best interact with these leaders to achieve mutual objectives around well-being and support creation of a culture within the UMC that actively supports and values the health and well-being of clergy and lay workers, aligning touchpoints at the local church, conference, agency, and denominational level.
- Suggesting and monitoring relevant analytics to understand individual behavior and systemic factors that influence behavior and identify trends in well-being over time; leveraging data to identify gaps and needs within the denomination.
- Overseeing development of communication campaigns across the denomination to bolster individual and systemic well-being efforts and initiatives, including delivery of presentations regarding data, strategies, and impact to a variety of audiences, including senior management and church leaders.
- Collaborating with Wespath and UMC stakeholders to identify gaps between educational training and actual work environment and to help align expectations across multiple levels, which may include work with peer organizations via the Church Benefits Association.
- Leading Wespath's effort in creation and execution of the Holistic Clergy Well-Being Hub for the Faith and Leadership Collaborative with Garrett-Evangelical Theological Seminary; collaborate with all stakeholders to ensure mutual benefit and achievement of key grant objectives.
- Supporting the Manager, Health and Well-Being in promoting available Wespath well-being programming across the church and identifying opportunities for additional programming to meet unmet needs and align with the desires of constituencies; contributing to Wespath's ongoing clergy financial well-being efforts and strategy, including supporting upgrade and promotion of the Saving Grace program.
- Training and supporting leaders within the UMC to effectively promote well-being, recognizing the impact of leaders at various levels (church, conference, agency) on the mental health and work-life balance of those who serve the church.
- Working with other Wespath departments including Church Relations, Plan Sponsor Relations, and Benefits Education to resource meetings and events where clergy well-being is on the agenda or should be addressed and to identify and make connections with Church leaders or other individuals of interest to Wespath.
Manager, Systemic Well-Being - Compensation and Benefits:
The compensation range for this position is $120,000-$130,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant's qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.
- Medical, dental, vision and well-being benefits from HealthFlex on day one!
- 8% employer contribution to retirement plan with an additional match up to 2% on day one!
- 22 days of PTO + 12 paid holidays
- Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed. Open to considering fully remote for a non-local candidate with strong skills and past experience.
- Free financial planning assistance from EY
- Paid parental leave
- Tuition reimbursement and other development opportunities
Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
#LI-JR1 #LI-Hybrid
Minimum Requirements/Qualifications:
- Bachelor's degree in related field; or equivalent work experience.
- Ability and willingness to travel (primarily within the U.S.) an average of 30%, but up to 40% in certain months.
- Intermediate Microsoft Office Suite skills, especially in Power Point (presentations) and Excel (data analysis).
- 5+ years of work or volunteer experience in the United Methodist Church, including collaborating with annual conferences and agencies, beyond the local church.
- Demonstrated knowledge and understanding of clergy and U.S. population well-being trends.
- Demonstrated knowledge and understanding of behavioral and systemic factors that influence well-being and health and wellness promotion principles.
- Experience leading or guiding teams of colleagues or volunteers in the successful accomplishments of projects and initiatives.
- Experience interacting with external customers and senior leaders via written communications, presentation to varied size groups, and interpersonal conversations and relationship development.
- Self-managing-able to work a variety of projects and initiatives with minimal day-to-day management and oversight.
Preferred Requirements/Qualifications:
- MPH, MHA or Masters Degree in health-related field
- Work, volunteer, or life experience with diverse communities and cultures.
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.
Bel, makers of iconic brands including Babybel, The Laughing Cow, Boursin, and GoGo squeeZ is a growing global company that values your contributions, strives to create a sense of belonging for everyone and offers career growth and development opportunities, as well as competitive total compensation and meaningful well-being benefits from day one. For All, For Good, our company signature, reflects Bel's commitment to Purpose*Full Snacking which unlocks nourishment, joy, and the future of food by providing fruit, veggie and dairy goodness - for all.
The company has headquarters in Chicago (Bel USA) and New York City (Materne North America) and operates 4 manufacturing plants in Little Chute, WI; Brookings, SD; Traverse City, MI; and Nampa, ID.
Conduct monthly variance analysis on volume, gross sales, and trade versus prior forecasts to ensure accuracy.
Support month-end closing SAP activities such as trade IO settlements and to-down processes.
Lead monthly Trade Forecast Accuracy meetings with Sales team members.
Customer & Specialized Financial Support
Support adoption of Power BI and other digital tools.
Qualifications and Competencies
Experience with SAP and BPC reporting systems.
Ability to manage multiple deadlines and priorities.
Human Resources Manager
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Human Resources
Date Needed by:
4/6/2026
Primary Duties and Responsibilities:
You bring the motivation, teamwork, and integrity and we will
provide the collaborative culture, professional development, and respect you
deserve. And if you are good at what you do, you will have a career at Wespath. Join our team in Human Resources - and, if you like,
teams such as our DEI Council and Green Team on environmental sustainability - and make an impact through your work!
Wespath,
recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For
and a 2018-2025 National Best and Brightest Companies to Work For, has an
opportunity for a Human Resources Manager (HRM) to work in close collaboration with the Managing Director of Human Resources to
develop HR strategies for the organization and with hiring managers in assigned
business units to fulfill a wide scope of HR-related needs. The HRM provides advice, assistance and
follow-up on the development and revision of the organization's policies and
procedures. Although the HRM does not have direct reports, the role manages employee
relations issues with people-managers, coordinates the resolution of specific policy-related and
procedural problems and inquiries, and provides consultative services to and
advises managers and employees in the daily management of human resources
issues. The HRM keeps abreast of HR
legislation and trends and ensures best practices and compliance with local,
state and federal employment laws and regulations.
Specifically, the HRM:
Manages recruitment process at alllevels of the organization, leveraging the organization's applicant tracking
system. Writes/places ads; screens
resumes; schedules interviews; conducts phone interviews; leads panel
interviews; advises candidates and managers about recruitment and selection
practices and requirements; maintains accurate records.Assists
in the implementation of the performance management process, including but not
limited to providing feedback to managers about the quality of their
performance reviews, advising managers about goal setting and measurements,
tracking compliance to deliverables, reporting and making recommendations for
improvements.Provides
leadership and coaching support to managers regarding HR initiatives, policies,
processes and practices including employee relations/engagement, performance
management, compensation and benefits, compliance, etc. Identifies
opportunities, takes initiative and formulates and maintains metrics, develops
policies and services to improve the effectiveness of current HR processes and
practices and makes recommendations to manager.Provides
guidance to employees within scope of position; assists in the investigation
and resolution of employee relations issues; acts as a liaison to managers and
advises them on how to reach proper resolution.Leads managers through an annual talent assessment and succession planning process; subsequently coaches employees through succession development planning to help ensure continuous learning toward targeted successor position(s).Supports
and brings value to HR team by leading or participating in projects.Ensures
compliance with State and Federal laws and regulations. Reviews and keeps informed about recent and
changing employment related laws, guidelines and trends and recommends changes
in policy/procedures or new initiatives that support Wespath's business
practices.Conducts
new employee orientation and new manager training. Works with hiring managers
and Learning and Development to ensure 90-day on-boarding goals are identified.Develops
and maintains relationships with vendors, especially recruiting vendors and
talent management vendors.Conducts
exit interviews to identify issues, trends, and areas for improvement.
Benefits and Compensation
Choose the medical, dental, vision, and well-being benefits that best fit your needs from day one.8% employer contribution to retirement plan with an additional match up to 2% on day one.22 days of PTO + 12 paid holidays.Hybrid working arrangement.The compensation range for this position is $112,000 - $132,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant's qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shown.Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
#LI-CW1 #LI-hybridMinimum Requirements/Qualifications:
MINIMUM QUALIFICATIONS
- Bachelors'
degree in human resources management, business, or related discipline; or
equivalent work experience - 10
years of progressive experience in human resources - Strong
HR generalist knowledge with exposure to all areas of HR functions, with
specialist experience in recruiting, performance management or employee
relations - Proven
ability to discern issues, develop solutions and implement appropriate plans - Knowledge of state and federal employment laws and legal compliance requirements
- Ability
to handle sensitive and confidential information
PREFERRED REQUIREMENTS/QUALIFICATIONS - Masters'
degree in related discipline - PHR
or SPHR certification - Benefit administration or financial services industry experience
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a10b2ebd-4966-463a-ba08-a07fac311339
Communications Content Manager
Location:
1901 Chestnut Ave
Glenview, Illinois, 60025
United States
Category:
Communications
Date Needed by:
4/6/2026
Primary Duties and Responsibilities:
You bring the motivation, teamwork, and integrity and we will provide the collaborative culture, professional development, and respect you deserve. And if you are good at what you do, you will have a career at Wespath Benefits and Investments. Join our team in Communications, and if you like, teams such as our DEI Council or our Green Team on environmental sustainability - and make an impact through your work!
Wespath is an Equal Opportunity Employer that is committed to a diverse and inclusive company culture and does not discriminate against applicants and employees because of disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under the law.
Wespath, recognized as a 2017-2025 Chicago's Best and Brightest Companies to Work For and a 2018-2025 National Best and Brightest Companies to Work For, has an opportunity for a Communications Content Manager that develops and implements communication strategies and tactical work plans for their internal business partners (clients). In this work, the Content Manager establishes and manages project schedules, the internal review process through final approvals, and partners with design and production staff to deliver communication projects from concept through execution.
More specifically, as a Communications Content Manager you will have the following key responsibilities:
Communication Strategy: Plan, develop, coordinate, and maintain communication strategies and work timelines for client departments. Serve as the lead content manager for Human Resources (HR) and Information Technology (IT), partnering closely with department leadership and business owners to understand priorities, gather input, and deliver effective communications for employees. Provide communication support for other internal business partners-including Legal, Accounting & Finance, Customer Service, and Plan Sponsor Relations. Drive employee awareness, understanding and enthusiasm around organizational priorities, changes, and corporate culture as an inclusive and learning-forward employer. Internal Communication Production and Channel Management: Provide broad support for internal communication channels and recurring organizational workflows. This includes developing and distributing employee-facing content on a twice-weekly, bimonthly and as-needed basis, supporting regular communication cycles and project-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. facing content-based initiatives, and ensuring timely, accurate, and consistent execution of internal communication deliverables. Storytelling and Content Creation: With a mindset of curiosity, and with guidance from Communication Managers and clients, develop stories that help advance the client's business objectives, support the organization and promote our culture as an employer. Write, edit and proofread digital and print content for client department projects and organizational projects; work closely with the Multimedia team on design and overall execution of materials including videos. Partner with DEI Council to champion Wespath's diversity-focused programming. Project Management: Manage and support projects as delegated and directed by the Communications Manager and/or Managing Director. Leverage the department's project/production management platform ( ) to manage all communication aspects of projects. Manage client communication process and project elements, including the internal review process. Meeting and Event Content: Provide tactical support as assigned for external organization events (educational forums, training, webinars, etc.), whether in person, virtual or hybrid. Includes development of relevant content and materials. Support photography of internal events (with Multimedia team and social media manager). Web and Social Content Support: Partner with the Website Manager and Social Media Manager to leverage these vehicles as an audience engagement tactic supporting Wespath's brand as an employer of choice. Use data-driven insights to optimize content. General Communication Department Support: Provide peer review (editing and proofreading) for Communication department project materials. Central Repository (CR) Coordination and Document Management: Serve as a CR coordinator by maintaining the central document management system-checking documents in and out, assisting with edits, ensuring adherence to review and update requirements, coordinating the monthly CR document review cycle with IT and business partners, and producing and distributing monthly CR document status reports by department.Communications Content Manager Benefits and Compensation:
Medical, dental, vision and well-being benefits from our HealthFlex Exchange on day one.8% employer contribution to retirement plan with an additional match up to 2% on day one.22 days of PTO + 12 paid holidays.Hybrid working arrangement.The compensation range for this position is $93,000 - $115,000 with a bonus opportunity and customary benefits. Final compensation will be set based on the hired applicant's qualifications (education, training, and/or experience related to this role), and as such, may fall outside the range shownMinimum Requirements/Qualifications:
- Bachelor's degree in communications,
Journalism, English or equivalent work experience. - 7 years as a communication professional in a corporate or
similar environment. - Ability to articulate the communications process from concept
through production. - Proven experience producing high-quality, integrated
communications from concept through production, including experience
writing for print, video, podcasting, the web, social media and
other electronic media. - Excellent project management skills,
including ability to create and maintain ongoing
project schedules and deliver to established deadlines. - Skilled
in adapting to changing requirements as needed.
Preferred Qualifications
- Strong written and verbal communications skills, with demonstrated portfolio of communication materials.
- Demonstrated knowledge of PowerPoint, graphic design (Canva and/or InDesign) and production processes.
- Experience
within the financial services industry; banking; investments; benefits firms
preferred.
Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-a12b5fa1-53 ae-b6ee86817fbf
Responsibilities include assisting in security investigations, conducting forensic analysis, and collaborating with team members.
Candidates should have a degree in Cybersecurity or related field, a strong understanding of operating systems, and experience with forensic tools.
This role offers career growth and competitive compensation.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .
Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)
Pay Range: $38.46/hr- $48.08/hr
Position Summary
The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.
This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.
The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).
Key Responsibilities:
Intake and Workflow Management
- Review incoming compensation plan requests for completeness and policy alignment.
- Enforce structured intake requirements.
- Communicate with requesters to obtain missing or unclear information.
- Route matters to appropriate legal or compliance reviewers.
Template-Based Drafting and Document Preparation
- Prepare standard compensation plan documents and addendums using approved templates.
- Insert variable business terms into controlled document sections.
- Maintain consistency with company-approved language.
- Ensure documentation follows internal governance standards.
Process Improvement
- Identify recurring workflow bottlenecks.
- Suggest improvements to intake forms and template structures.
- Support reporting on turnaround time and workflow metrics.
Required Qualifications:
Education and Experience
- Associate or Bachelor’s degree required.
- 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.
Core Skills
- Strong attention to detail.
- Ability to follow structured workflow procedures.
- Comfortable using document management systems.
- Professional written and verbal communication skills.
- Ability to work in high-volume environments.
- Proficiency in Microsoft Office (Outlook, Word, Excel)
Preferred Qualifications (Highly Valuable)
- Experience with contract lifecycle management systems.
- Exposure to financial services, mortgage, or compensation structures.
- Familiarity with workflow automation concepts.
- Basic understanding of regulatory or compliance review processes.
- Data organization or reporting experience.
Work Style Characteristics (Important for Success)
The ideal candidate should be:
- Process-oriented
- Comfortable with repetitive high-accuracy work.
- Able to enforce intake standards politely but firmly.
- Interested in operational efficiency.
What Success Looks Like in This Role
- Reduced attorney time spent on routine drafting.
- Faster compensation plan cycle times.
- Improved request completeness at intake.
- Reliable document execution tracking.
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).
Applications are being accepted on an ongoing basis.
Job Title: Assistant General Counsel
About Rate Companies:
As a titan in mortgage lending and digital financial solutions, Rate Companies proudly operates with more than 6,400 employees stationed across over 800 branches nationwide, including Washington, D.C. Founded in the year 2000, we've assisted more than 1 million homeowners with their home purchase loans and refinances. In 2022 alone, we managed a total loan volume exceeding $33 billion. But we’re more than just numbers; we’re about innovation, offering competitive rates, and delivering customer service that's second to none. Our accolades include Inside Mortgage Finance's Second Largest Retail Originator for 2023, Chicago Agent’s Lender of the Year for the 7th consecutive year, Scotsman's Guide 2022 ranking for having more top originators than any other lenders, NerdWallet’s Best Lenders for Low and No-Down-Payment Mortgages of 2022, and Forbes' Best Online Lender for First-Time Homebuyers in 2022. For more information, visit .
What's the role:
Rate is building a winning team to reinvent the mortgage experience through innovation, technology, and a relentless focus on providing industry-leading mortgage products and superlative customer service. You will embrace and support these efforts by working to pursue claims and resolve disputes as appropriate through negotiation, arbitration, or litigation. This is not a traditional in-house litigation management role. The Company’s litigation team regularly handles a wide variety of litigation matters with little or no outside counsel involvement. When outside counsel is engaged, you will work in close partnership with outside counsel both supervising their efforts and creating legal work-product. The ideal candidate will be ready to litigate on day one and will work independently, solve problems creatively, prioritize among multiple assignments and matters, exercise sound business judgment, and operate with a sense of urgency to get things done. Accordingly, you must be experienced and ready to quickly assume responsibility for litigation matters. You will work closely with leadership and support all levels of management. This role will be both an individual contributor and manager, supervising one or more members of the litigation team.
Job Responsibilities:
- Represent the Company in hearings, administrative proceedings, arbitrations, litigation, and settlement negotiations.
- Conduct legal research and draft memoranda, position statements, complaints, answers, briefs, motions and other litigation and arbitration filings.
- Handle all aspects of discovery, including drafting and responding to discovery requests, collecting, and reviewing documents, and taking and defending depositions.
- Draft and respond to cease and desist letters and demand letters.
- Negotiate and resolve pre-litigation disputes.
- Assess, manage, and mitigate risk, as needed.
- Conduct internal investigations, as appropriate.
- Manage outside counsel for required expertise and more complex litigation matters.
- Flag and escalate appropriate matters to other subject matter experts at the company, including the regulatory compliance team.
- Handle other legal matters as assigned by senior management.
Experience/Qualifications/Skills:
- At least 8 years of hands-on litigation experience, including courtroom and arbitration experience.
- Experience litigating one or more of the following is strongly preferred: restrictive covenant matters, employment matters, commercial contracts, customer disputes, unfair competition.
- Prior financial services or real estate industry experience, especially with mortgage transactions and regulatory investigations, is a significant advantage.
- Experience managing other attorneys and legal professionals.
- Positive, team-first attitude.
- Can-do “roll up your sleeves” mindset.
- Willingness to learn the business and build strong relationships with internal stakeholders.
- Understanding of business priorities and adapting strategy to meet those priorities.
- Detail-oriented with excellent organizational and writing skills.
- Self-motivated with a strong work ethic and an intense desire to win.
- Clear, concise and persuasive oral and written communication skills.
- Ability to work constructively, collaboratively and cross-functionally.
- Proven track record of working efficiently and effectively with changing priorities.
- Strong analytical and problem-solving skills.
- Resilient with a sense of humor.
Minimum Requirements:
- J.D. degree from an ABA-approved law school.
- Licensed to practice law in Illinois.
- Writing sample between 5-15 pages required.
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).
Please click this link to learn more about our benefit offerings for Washington State: are being accepted for the next 30 days.
Guaranteed Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
The Company
YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.
For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list—a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.
The Position
We’re seeking an experienced, business-minded Legal Counsel to establish and lead YCharts’ legal function out of our Chicago office. This is a foundational hire—our first in-house legal expert—who will build the legal framework that supports a fast-growing SaaS business.
Reporting directly to the COO/CFO, you’ll serve as both advisor and hands-on counsel, guiding leadership through complex commercial, employment, regulatory, and corporate matters. You’ll handle everything from negotiating enterprise contracts to designing scalable legal processes that position YCharts for long-term success.
The ideal candidate is comfortable rolling up their sleeves as an individual contributor and has the vision, judgment, and experience to utilize AI tools to accelerate and scale the function.
Key Responsibilities
- Establish YCharts’ in-house legal function from the ground up, creating the foundation for scalable, efficient, and business-enabling legal operations.
- Serve as principal legal advisor to the CEO, COO/CFO, and leadership team on all corporate, commercial, regulatory, and employment matters.
- Draft, review, and negotiate a wide variety of contracts—including customer MSAs, data processing addenda, NDAs, vendor and licensing agreements, privacy and information security requirements and employment documentation.
- Partner with HR on employment law, equity documentation, and multi-state compliance issues, ensuring policies remain up to date and compliant.
- Design and implement standardized playbooks, templates, and approval workflows to streamline deal velocity while managing risk.
- Collaborate with Information Security, Operations, and Product teams to align regulatory and data privacy programs (SOC 2, CCPA, DORA, etc.) with business strategy.
- Advise on corporate governance and Board matters, including consents, minutes, and entity management.
- Manage and strategically deploy outside counsel as needed; serve as the primary point of contact for all external legal partners.
- Support strategic transactions such as M&A, partnerships, and capital events.
- Stay ahead of emerging legal and regulatory trends affecting SaaS, data, and fintech businesses; proactively recommend changes that balance innovation and compliance.
- Heavily utilize AI to streamline and scale the function for the long term.
Qualifications
- J.D. from an accredited law school; active bar membership in good standing (Illinois preferred).
- 6+ years of legal experience, including in-house counsel experience within SaaS, technology, or fintech businesses.
- Proven success operating as both strategic advisor and hands-on legal practitioner.
- Deep expertise in commercial contracting, employment law, and data/privacy compliance for software or data businesses.
- Demonstrated ability to design scalable legal frameworks and build organizational process maturity.
- Strong cross-functional collaboration skills, with an ability to translate complex legal concepts into practical, business-oriented guidance.
- Exceptional written and verbal communication, negotiation, and executive presence.
- Entrepreneurial mindset—comfortable operating autonomously in a fast-paced, high-growth environment.
Benefits & Perks
- 100% employer-paid health, dental, and vision insurance.
- 401(k) match to support your financial future.
- Opportunities for internal mobility and cross-functional collaboration.
- Flexible time off, vacation days, sick days, and a celebration day.
- Paid parental leave to support work-life balance.
- Professional development stipend to help you grow in your career.
- Hybrid work schedule with flexibility to work both in-office and remotely.
- Summer hours so you can enjoy more sunshine.
- Recognition programs to celebrate contributions and milestones.
- Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
- Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
Compensation
At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements. The total Cash Compensation ranging from $130,000 - $185,000 inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts
YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.
Our award-winning culture reflects that commitment:
- Inc. 5000 Fastest Growing Companies (nearly a decade running)
- Crain’s Best Places to Work in Chicago
- Inc. Best Places to Work
- Built In Chicago Best Places to Work
- American Banker Best Fintechs to Work For
At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.
YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.
Be part of the team transforming how the wealth management industry makes and communicates investment decisions.
LHH Recruitment Solutions has partnered with a growing organization, and they are seeking a motivated Executive Assistant -- Investment Banking to join their team. This is an excellent opportunity for an administrative professional who is sharp, upbeat, highly organized, and comfortable operating at speed in a high‑volume environment. This role is ideal for someone who enjoys being at the center of activity—keeping leaders organized, managing logistics, and serving as a trusted partner to a busy team. If you thrive in an energetic office setting where priorities shift quickly and professionalism matters, this could be a great next step.
Key Responsibilities:
- Provide day‑to‑day administrative support to an active Investment Banking team.
- Manage complex calendars and coordinate a high volume of meetings.
- Arrange domestic and international travel, including itineraries and last‑minute changes.
- Process and reconcile expenses using tools such as Concur.
- Maintain and update the CRM and assist with tracking team activity.
- Screen calls and manage communications, serving as a professional point of contact.
- Support onboarding, internal events, and special administrative projects.
- Handle general office support responsibilities, including ordering supplies and snacks.
Qualifications and Skills:
- Bachelor’s Degree in Business Administration or a related field.
- 1+ year of Administrative Assistant or Executive Assistant experience.
- Strong calendar management, scheduling, and coordination skills.
- Clear, confident verbal communication with the ability to communicate quickly and effectively.
- Comfortable learning new systems and working with technology.
- Proficient in MS Office (Word, Excel, PowerPoint, and Outlook).
- Experience using a CRM.
- Exposure to Concur or similar expense reporting tools.
- Background supporting teams in finance, professional services, or other fast‑paced environments.
- Approachable, upbeat, and positive demeanor.
- Flexible team player who can adjust priorities throughout the day.
- Highly organized, detail‑oriented, and proactive.
- Able to remain composed and professional in a busy, high‑volume office.
Compensation Range: $75,000 - $90,000
Benefits Offered: 3 weeks of vacation, paid sick leave where applicable by state law, Medical Insurance, Dental Insurance Vision Insurance, 401K, and Life Insurance.
If you are a passionate Executive Assistantlooking for anew and rewarding career, please apply today! You don’t want to miss out on this opportunity!
LHH is a leader in permanent recruitment—and in the placement of top talent. Our areas of specialty include office administration, customer service, human resources, engineering, and supply chain and logistics. Please feel to check us out and apply for other opportunities if this role isn’t a perfect match.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit
Title: Sr SQL DBA
Location: Chicago, IL (hybrid)
Pay Rate: $125,000 - $135,000
Duration: Permanent
Interview Process: 3 Rounds
This is production support + consistence "business as usual" work, but main focus is to analyze the performance issues via the code and give developers feedback
- You need to build this index to improve your query
- Explain why he is recommending that
-Automation and IDS, PowerShell
-Azure SQL - day to day support and migration
-Azure Managed Instance
-Design tables
-Proactive monitoring of tickets
As a Database Administrator /Programmer you will be responsible for application support, analyzing the performance issues and code, deployment, migration, implementation, and administration of databases and support of all database environments and related applications on on-prem and Azure SQL Databases. You will do performance monitoring, security, troubleshooting, backups, error checks, and replication and works directly with developers to solution, triage and troubleshoot on escalating issues. You will make installs, configure, maintain and patch SQL Servers, test backup/recovery, replication, failover, and disaster recovery, deploy new database and code per change requests and provides troubleshooting and support including after-hours support.
• 8+ years of experience in SQL database administration and development/programming.
• Experience with Azure SQL and knowledge of Azure Data Lake, Databricks, Data Factory is desired.
• Strong experience with backup strategies, replication, and DR solutions for SQL, monitoring and tuning MS SQL Server databases for optimum performance and a deep knowledge of indexes, index management, statistics, performance tuning. • Strong PowerShell scripting and automation skills
• Some Python knowledge and familiarity with SQL Integration Services, Postgres and Oracle.
• Ability to analyze database code and issues to create solutions for developers.
Compensation:
$125,000 to $135,000 per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
Life Insurance Signature / Authority Limits
1M Signature / 5M Authority.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.
Job Summary
Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Primary Duties & Responsibilities:
Field & Client Experience
Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.
Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal
Responsible for prescreen inquiries.
Underwriting
Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes.
Develops and demonstrates change agility while maintaining mortality and morbidity expectations.
Demonstrates continuous learning through the early adoption of new ways of underwriting.
Develops proficiency with Reinsurance programs and determining where to best place a case.
Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance.
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement.
Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.
Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.
Discusses cases with peer reviewers with medical and technical staff, as needed.
Understands and meets all quality, service, and production goals.
Solves issues & escalations, with guidance as needed.
Partners with Underwriting Support for case management
Cross-functional leadership
May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. Participates in other projects as needed.
Qualifications
A bachelor's degree or equivalent combination of education and experience is preferred.
1.5 years of traditional underwriting experience.
Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.
Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.
Proficient in computer skills and using various software packages.
Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.
Highly organized with the ability to establish priorities and meet deadlines.
Displays agility to manage multiple tasks and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsInformation Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Remote working/work at home options are available for this role.
Do you desire a Change? Check out Diamond where we to blend hard work and FUN!
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.
Supervisory Responsibilities:
No direct reports
Essential Functions:
- Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
- Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
- Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
- Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
- Negotiate terms and conditions of real estate loans with borrowers.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Must meet loan originator standards under the Truth in Lending Act.
- Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
- Ability to pass FBI background check.
- Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
- Strong sales skills.
- Ability to function well in a high volume, fast paced environment.
- Ability to work through member situations and provide effective and accurate resolutions.
- Strong organizational skills and attention to detail.
- Proven ability to meet deadlines.
- Proficient with Microsoft Office Suite and mortgage origination systems.
- Ability to travel.
- Ability to network with realtors if the opportunity presents itself.
- Ability to participate in member educational activities.
- Knowledge and understanding of different loan types and products.
Education / Experience:
- Bachelor's degree in business administration or related discipline or equivalent experience.
- Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
- Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
- Experience in using an automated loan origination systems including automated underwriting platforms.
- Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
- Experience with government programs such as FHA/VA is a plus.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.
Position Summary:
Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
- Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
- Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
- Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
- Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
- Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
- Coordinate, test and update the Credit Union's business continuity plan.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Advanced research, analytical and problem-solving skills.
- Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
- Ability to travel.
Education / Experience:
- Bachelor's degree in business, related discipline, or equivalent experience.
- Four plus years of compliance experience in the financial industry.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
Remote working/work at home options are available for this role.
This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.
The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.
The position offers flexibility to work from anywhere in the US.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.
With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.
The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Remote working/work at home options are available for this role.
