Banking and Financial Services Jobs in Connecticut

Investment Accounting Manager

Financial Controllership Team

Full time

Boston, MA or Springfield, MA

This is an individual contributor role

The Opportunity

This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management.
• Actively participate in the implementation of the Company’s new ledger.
• Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
• Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
• Leads internal control efforts.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment of the Investment Controllership team.

The Minimum Qualifications

• Bachelor’s degree
• 6+ years of financial reporting experience with a track record of increasing responsibility
• 4+ years of financial reporting experience on Alternative Investments

The Ideal Qualifications

• 8+ years of financial reporting experience with a track record of increasing Responsibility
• CPA preferred
• Master’s degree or beyond
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries
• Experience with system implementations preferred
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

College Financial Representative, Internship Program at West Hartford & New Haven, CT

College Financial Representatives in the internship program at Northwestern Mutual West Hartford and New Haven, CT are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, have the unique opportunity to build a financial planning practice while engaging local and nationwide experts, selling exclusive financial products, and having the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off

Our internship program mimics our Full-time Financial Representative career, allowing you to:

• Learn how to prospect and network to build your business and client base

• Develop and execute on a business strategy

• Call on potential clients and set meetings to understand their financial goals

• Prepare plans and offer useful recommendations

• Gain exposure to proprietary planning software platforms

• Engage in weekly coaching, training, and development meetings

• Get licensed with your Life, Accident, and Health insurance license

• Build life skills that create future career opportunities

As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 or 7 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.

Are you a fit for this internship?

• Full-time student; juniors and seniors preferred

• Entrepreneurial ambitions and curiosity for sales

• Highly involved on campus (leader, athlete, campus orgs, student government, etc.)

• Excellent time-management skills

• Interest in financial literacy and planning

tools

• Business savvy and desire to increase critical thinking abilities

About Us

For over 169 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax

purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

• Fortune500® company

• Forbes' Best Employers for New Grads (2025)

• Top 100 Internship Programs, Yello x WayUp (2025)

• Northwestern Mutual is proud to share that we expect a record-setting dividend payout of $9.2 billion in 2026.

• 5.1+ million clients and growing

• Unsurpassed financial strength with total company assets of $366 billion

Compensation & Benefits:

• Performance-based earnings and revenue

• Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)

• Productivity Bonuses

• Support for insurance licensing (life, health, DI, LTC)

• Support for SIE, Series 6 or Series 7, Series 63 registrations (eligibility required)

1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.2 As of December 31, 20233 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

Be the point where digital service meets real connection.

At Dutch Point Credit Union, great member experiences don’t stop at the branch — they happen everywhere our members are. We’re looking for an eBranch Member Experience Consultant II to deliver confident, compassionate service through our digital channels and help members move forward with clarity and trust.

This role is ideal for someone who thrives in a fast-paced, tech-enabled environment, enjoys solving complex problems, and knows how to turn conversations into meaningful connections.

Why This Role Matters

Service Without Walls

You’ll be the voice and face of Dutch Point across phone, email, and Interactive Teller Machines (ITMs), helping members navigate their finances with ease — wherever they are.

Expert Guidance, Digitally Delivered

From account support to consumer lending, you’ll handle more complex inquiries and transactions while guiding members toward the right solutions for their goals.

Growth for Members — and for You

This is a role where curiosity, confidence, and continuous learning are encouraged. You’ll expand your digital banking expertise while helping members feel empowered and supported.

What You’ll Do

• Deliver exceptional service to members via phone, ITMs, and email — with professionalism, warmth, and accuracy.
• Resolve complex member inquiries and provide clear, thoughtful solutions.
• Support digital transactions including account inquiries, transfers, payments, and servicing requests.
• Educate members on products and services and proactively recommend solutions that align with their needs.
• Assist with opening and closing accounts, ensuring accuracy and compliance.
• Guide members through the consumer loan origination process (excluding real estate loans).
• Meet or exceed service and sales goals by identifying opportunities during digital interactions.
• Stay current on digital tools, financial products, policies, and compliance requirements.
• Collaborate with teammates to support branch goals and maintain a positive, high-performing culture.

What You Bring

• Experience in customer service, retail banking, or digital financial services, with confidence handling complex inquiries.
• Strong communication skills — especially in digital and virtual environments.
• Comfort with digital banking platforms, ITMs, and online tools.
• A member-first mindset with strong problem-solving skills.
• Ability to multitask, prioritize, and stay organized in a fast-moving environment.
• FiCEP and CCUFC certification (or willingness to obtain within 6 months).
• Willingness to work at least two Saturdays per month.

Why Dutch Point?

• A people-first culture grounded in education, service, and trust.
• Full benefits package including Health, Dental, Vision, 401(k) with match, paid holidays, vacation, and sick time.
• Free parking and a supportive, collaborative work environment.
• Ongoing training, development, and opportunities to grow your career in digital banking.

Apply today and join a team that’s redefining what exceptional digital member experiences look like — at every point of the journey.

Event Specialist

We are seeking an Event Specialist to support the planning and delivery of high-quality client and corporate events. This role partners closely with marketing, business teams, and external vendors to execute programs that align with brand standards and business objectives. The ideal candidate is organized, adaptable, and comfortable managing events from start to finish in a fast-paced environment.

Responsibilities

• Plan and execute in-person and virtual events across a variety of formats
• Manage end-to-end logistics, including venue sourcing, contracts, registration, communications, and on-site coordination
• Oversee timelines and budgets while balancing multiple projects simultaneously
• Serve as a primary point of contact for internal stakeholders and external partners
• Track event metrics and manage post-event follow-up and reporting
• Partner with compliance and internal teams to ensure all events meet regulatory requirements
• Build strong relationships with venues and third-party vendors

Qualifications

• Bachelor’s degree
• 3–7 years of professional event planning experience; financial services experience preferred
• Strong organizational skills and attention to detail
• Ability to adapt quickly in a dynamic, deadline-driven environment
• Professional presence and strong communication skills
• Collaborative, hands-on approach
• Proficiency in Microsoft Excel and PowerPoint
• Experience with event platforms such as Cvent or ON24 a plus
• Willingness to travel and work evenings or weekends as needed

A de novo bank focused on serving accredited investors through private credit and private equity investment activities is seeking a Chief Compliance & Legal Counsel. This executive leadership role is responsible for establishing and overseeing the bank’s legal and regulatory compliance framework from inception and serving as a trusted advisor to executive management and the Board of Directors.

Responsibilities

• Serve as the bank’s chief legal officer, advising the Board, executive management, and senior leadership on legal and regulatory matters.
• Interpret and apply federal and state banking laws and regulations applicable to a Federal Reserve–regulated banking institution.
• Advise on legal structures, documentation, and disclosures related to private credit, private equity, and alternative investment activities.
• Draft, review, and negotiate investment-related agreements, offering materials, subscription documents, and vendor and service provider contracts.
• Oversee corporate governance matters, including Board and committee materials, charters, resolutions, and regulatory correspondence.
• Manage relationships with external legal counsel, fund counsel, and regulatory advisors.
• Support regulatory interactions, chartering activities, and examinations with the Federal Reserve and other applicable authorities.
• Design, implement, and maintain a comprehensive compliance management framework aligned with the bank’s investment and investor-facing activities.
• Oversee compliance with applicable banking regulations, including BSA/AML, OFAC, privacy, conflicts of interest, and disclosure obligations.
• Establish and maintain policies and procedures covering investor onboarding, accredited investor verification, marketing and communications, and conflicts management.
• Monitor regulatory developments impacting private credit, private equity, and alternative investment activities within a Federal Reserve–regulated banking environment.
• Lead compliance oversight for regulatory examinations, audits, and remediation efforts.
• Develop and deliver compliance training for employees, management, and the Board.
• Partner with executive leadership to align legal and compliance frameworks with the bank’s strategic objectives.
• Build and scale the legal and compliance function, including future staffing and third-party oversight.
• Provide clear, practical guidance that supports growth while maintaining strong regulatory discipline.
• Prepare and present legal and compliance updates to the Board and relevant committees.

Qualifications

• Juris Doctor (JD) from an accredited law school; active bar membership in good standing.
• 10+ years of progressive legal and compliance experience within banking, alternative investments, or regulated financial institutions.
• Strong experience advising on private credit, private equity, or alternative investment structures for accredited investors.
• Deep knowledge of U.S. banking regulations and Federal Reserve supervisory expectations.
• Experience working directly with the Federal Reserve during examinations, chartering, or ongoing supervision.
• Proven ability to build compliance programs in a de novo or growth-stage institution.
• Executive-level communication skills with Boards, regulators, and senior leadership.
• Sound judgment, strong drafting skills, and a hands-on leadership approach.

POSITION SUMMARY:

Responsible for quality control review activities for the Bank’s loan portfolio. The Loan Servicing Quality Control Specialist will assist in creating and maintaining QC requirements related to loan operations. This will include validating system reports, follow-up for missing or inaccurate information, and performing other duties pertaining to the loans held, serviced, originated, or sold by the Bank. In addition, this candidate will monitor and review all necessary quality control tasks to ensure they are performed in compliance with Bank policies and procedures. The desired candidate will have a very strong attention to detail with the ability to quickly resolve any issues to mitigate both monetary and reputational risk.

ESSENTIAL FUNCTIONS:

• Performs reviews related to reports and/or loans in accordance with the department’s procedures to ensure customer and bank expectations are met.
• Maintains existing procedures/processes and coordinates implementation of new procedures/processes to ensure the Bank is in compliance with applicable regulatory requirements, as needed.
• Updates and maintains quality control log, note inventory log, and PIF log.
• Performs quality control reviews on all new loan files to include core system and documentation.
• Performs quality control activities on closed and denied/withdrawn loans as defined in policies and procedures.
• Reviews quality control departmental reports for maintenance activities, accuracy and completion.
• Follows up for any post-closing documentation items and escalates any time delays or issues related to quality control to appropriate management team to ensure items are resolved timely and accurately.
• Maintains industry knowledge, stays abreast of regulatory changes with regards to all loan origination and operation. Updates procedures as these environments change.
• Reviews daily rates to ensure accuracy on the core system.
• Reviews and mails all system generated notices.
• Completes internal file audits to ensure accuracy and originals are maintained per regulatory requirements.
• Prepares PIC posting sheets daily to ensure allocation of loans to appropriate GL.
• Supports document imaging initiatives.
• Balances DDA and GL accounts.
• Performs other related duties as required.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

• Post high school education with one (1) to three (3) years of mortgage loan servicing experience or some comparable combination of education and experience.
• Knowledge of all pertinent regulations related to Residential, Consumer, and Commercial lending.
• Excellent written and verbal communications skills.
• Strong customer service orientation.
• Proficient operation of the Bank’s loan servicing system and Microsoft software such as Word, Excel, and Outlook.
• Working knowledge of the Bank’s loan product offerings, Bank loan regulations and the Bank’s loan policies and procedures.
• Ability to interact with co-workers and customers in a positive manner.
• Ability to exchange information with others clearly and concisely: to present ideas, facts and technical information.
• Ability to perform under stress when confronted with critical timeline constraints and large work volumes.
• Ability to perform a variety of duties within the department, after receiving appropriate cross training, without the loss of efficiency or composure.
• Ability to receive guidance and supervision and follow work rules and procedures. Ability to meet deadlines, and to meet punctuality and attendance standards.
• Ability to systematically identify task requirements and monitor progress towards accomplishment.
• Ability to maintain relationships that facilitate task accomplishment, to cooperate and resolve conflicts, to recognize needs and be sensitive to others and to convince and persuade.
• Ability to work independently as well as in a team-based environment.
• Ability to learn quickly with a strong attention to detail and problem-solving.

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.

For consideration for this position, send resume to:

Windsor Federal Bank, 270 Broad Street Windsor, CT 06095

An Equal Opportunity Employer

Loan quality control review, new loan origination documentation review, loan compliance review

Job Title: Underwriting Solutions Consultant - P&C Insurance

Location: Hartford, Connecticut, United States (Onsite)

Job Type - Full Time

Experience Level – 5 to 8 years

About IntellectAI:

IntellectAI is the Insurtech business unit of Intellect Design Arena, delivering cutting-edge, AI-driven underwriting solutions for Commercial, Specialty, and E&S carriers and MGAs. Our digital underwriting ecosystem powers the entire underwriting value chain, from automated submission ingestion and data enrichment to a sophisticated underwriting workbench. Designed by seasoned insurance professionals, the underwriting ecosystem takes a unique, underwriter-first approach to drive efficiency and improve underwriting outcomes. IntellectAI helps our clients accelerate their transformation journey—seamlessly and intelligently.

Job Summary

The Underwriting Solutions Consultant will actively participate in the various stages of the sales and delivery lifecycle of our underwriting ecosystem, from initial discovery with client prospects to ongoing client support in production. Leveraging their own work experiences as an Underwriter, the Underwriting Solutions Consultant will play a crucial role in understanding a carrier or MGAs current underwriting process and pain points. The Underwriting Solutions Consultant will also conduct presentations, and live demonstrations of IntellectAI's underwriting ecosystem to illustrate the business value it creates.

Key Responsibilities:

• Participate in prospect discovery sessions to articulate current state challenges and pain points, identifying opportunities for our solutions to deliver business value.
• Plan and execute compelling new business demonstrations, coordinating with the Proof of Concept (POC) team to ensure specific underwriting processes requirements are met resulting in a higher number of contracts being signed.
• Consult with product managers, providing insights on product roadmap features based on observed market trends and prospect feedback ensuring our market competitiveness
• Attend relevant insurance events to stay informed about industry developments and network with potential clients.
• Participate in delivery kickoffs and collaborate with Business Analysts (BAs) to gather end-to-end solution requirements eliminating missing requirements, and clear production release objectives
• Support the Customer Success team by conducting cross-sell and new feature demonstrations to existing clients.

Required Experience and Skills:

• Mandatory: Minimum 5 to 8 years of underwriting experience within property and casualty, specialty, or excess and surplus lines. Underwriting management experience is a plus.
• Strong understanding of underwriting, rating, and quoting workflows.
• Excellent communication and presentation skills, with the ability to engage both executive and desk level stakeholders.
• Comfortable working in a fast paced environment, managing multiple priorities, and handling ambiguity.
• Strong interest in AI, technology and willingness to learn insurance technology platforms and tools.
• Willingness to travel within the United States for client meetings and industry events.

Note: The salary range provided is indicative. Final compensation will be determined based on the candidate’s years of experience, role alignment, internal equity, and market data. We are committed to ensuring fair, competitive, and equitable compensation practices aligned with industry standards.

HR Coordinator - Hedge Fund

Location: Greenwich, CT

A leading Private Credit firm is seeking a detail-oriented and proactive Human Resources Coordinator to support its People/Recruiting function. This role is ideal for someone who thrives in a collaborative environment, enjoys juggling multiple priorities, and brings a high level of professionalism and discretion to their work.

Responsibilities include:

• Coordinating a high-volume of interview logistics across virtual and in-person settings
• Supporting candidate experience throughout the interview and onboarding process
• Assisting with onboarding and offboarding activities, including employment documentation
• Maintaining accurate employee records and confidential files
• Providing administrative support to recruiting and HR initiatives
• Assisting with trainings, internal events, and team programs
• Managing scheduling, calendars, reporting, and ad hoc projects as needed

Qualifications:

• 3+ years of prior administrative experience required; HR or recruiting exposure is a plus
• Demonstrated experience handling extremely high-volume, fast-paced scheduling with competing priorities
• BA/BS Degree preferred
• Knowledge of Microsoft Office, Concur, Teams, and Workday a plus
• Strong organizational, communication, and time-management skills
• Exceptional attention to detail and ability to handle sensitive information
• Proactive, flexible, and resourceful approach
• Comfortable working in a dynamic, high-performance environment
• Proficiency with standard office tools; HR systems experience a plus

This is an excellent opportunity for someone looking to grow within HR while supporting a high-caliber team in a professional setting.

Job title: Customer Service Rep (Transfer Agent )

Duration: 3+ Years Contract

Location: Hartford, CT 06103

Pay Rate:

This will be on w2 with full benefits plus bonus.

Responsibilities:

We are seeking a detail-oriented and customer-focused Customer Service Representative (CSR) with a strong call center background in Healthcare, Banking, Financial Services, or Insurance domain.

The ideal candidate will handle high-volume inbound and outbound calls, resolve customer inquiries efficiently, and deliver exceptional service while ensuring compliance with industry regulations and company policies.

American Mortgage Investment Partners Management, LLC

Position: Managing Director, General Counsel

Department: Legal and Compliance

Report To: Managing Partners

Status: Full-Time / Exempt

Location: Full-Time in Office – CT

AMIP Management (“AMIP”) is an alternative asset manager specializing in the acquisition, securitization, and management of non-performing (“NPL”) and re-performing (“RPL”) residential whole loan mortgages and real estate owned (“REO”) properties for institutional and private investors.

Job Description:

We are seeking an experienced and business-oriented General Counsel to lead all legal and regulatory functions for our SEC-registered investment adviser specializing in mortgage-related investment strategies. The General Counsel will serve as a strategic advisor to executive leadership and the Board, overseeing regulatory compliance, fund formation, transactional matters, mortgage-related legal issues, and risk management.

The ideal candidate brings deep experience with the Investment Advisers Act of 1940, private fund structuring, and strong working knowledge of mortgage origination, servicing, secondary markets, and structured finance transactions.

Responsibilities:

Regulatory & Compliance Oversight

·        Oversee legal compliance for the SEC-registered investment adviser under the Investment Advisers Act of 1940.

·        Advise on regulatory matters including Form ADV, compliance policies, SEC examinations, and enforcement risk.

·        Partner with the Chief Compliance Officer (or serve in a dual role, if applicable) to maintain and enhance compliance frameworks.

·        Monitor regulatory developments affecting RIAs, private funds, mortgage investments, securitizations, and credit markets.

·        Provide guidance regarding marketing rule compliance, fund disclosures, and investor communications.

Fund Formation & Investment Structuring

·        Lead legal structuring and formation of private funds (e.g., 3(c)(1), 3(c)(7)).

·        Draft and negotiate Limited Partnership Agreements, Private Placement Memoranda, Subscription Agreements, and Side Letters.

·        Advise on ERISA, AIFMD (if applicable), and other cross-border considerations.

·        Provide counsel on valuation, fee structures, conflicts management, and governance.

Mortgage & Structured Finance Expertise

·        Provide legal oversight for whole loan acquisitions and sales, warehouse facilities, securitizations (RMBS/CMBS/CRT), and MSR acquisitions and transfers.

·        Advise on mortgage regulatory regimes (federal and state), including TILA, RESPA, ECOA, CFPB regulations, and state licensing considerations.

·        Support diligence and structuring of mortgage credit strategies, including non-QM, agency, and non-agency products.

Transactional & Corporate Matters

·        Negotiate and manage credit agreements, custodial and servicing agreements, ISDAs, hedging documentation, and vendor contracts.

·        Advise on M&A, joint ventures, and strategic partnerships.

·        Oversee litigation management and outside counsel relationships.

·        Manage corporate governance and Board matters, if applicable.

Risk Management & Strategic Advisory

·        Identify legal and regulatory risks across the platform.

·        Advise executive leadership on new product development and strategic initiatives.

·        Develop internal policies and governance best practices.

·        Manage legal department budget and external counsel spend.

Requirements:

·        Juris Doctor (JD) from an accredited law school.

·        Active bar membership in good standing.

·        10+ years of legal experience in investment management and mortgage finance.

·        Strong working knowledge of the Investment Advisers Act of 1940.

·        Experience with mortgage-backed securities, loan acquisitions, servicing, or structured products.

·        Demonstrated experience interacting with regulators (SEC preferred).

·        Experience managing outside counsel and complex transactions.

Preferred:

·        Experience serving as General Counsel or Deputy GC at an RIA, mortgage REIT, credit fund, or mortgage platform.

·        Experience with residential credit (origination and secondary), warehouse lending, and securitization platforms.

·        Dual legal/compliance background.

·        In-house experience is strongly preferred.

Key Competencies:

·        Strategic thinker with strong business acumen.

·        Ability to balance regulatory rigor with commercial practicality.

·        Executive presence and Board-level communication skills.

·        Strong drafting and negotiation capabilities.

·        Ability to operate in a fast-paced, entrepreneurial environment.

POSITION SUMMARY:

The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple branch locations. This position “floats” between various branches, as needed, supporting branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank’s products and services.

ESSENTIAL FUNCTIONS:

• Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis.
• Travels to assigned branches within a designated region to provide support.
• Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies.
• Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented.
• Builds and deepens relationships with customers to foster loyalty and retention.
• Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards.
• Supports branch operations, including handling escalations or assisting with administrative tasks.
• Guides customers in using digital banking tools and platforms.
• Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed.
• Performs other related duties as required.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

• High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience.
• Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player.
• Sales and relationship-building abilities. Strong customer service and communication skills.
• Reliable transportation and willingness to travel between Branches.
• Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software.
• Attention to detail, excellent organizational skills, adept in technology.
• Excellent problem solver with decision making ability.
• Ability to work flexible hours, including weekends as necessary.
• Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
• Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting.
• Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic.
• Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.

Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.

For consideration for this position, send resume to:

Windsor Federal Bank, 270 Broad Street Windsor, CT 06095

An Equal Opportunity Employer

The Opportunity

Join our team as an Enterprise Architect in an industry leading EA function that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions supporting the Corporate Technology Organization in Investment Management(Portfolio Management, Derivatives, Credit & Market Risk functions). This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API's. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.

The Team

The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.

The Impact:

This role will work with Corporate Technology Finance & Investment Management line of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:

• Technical evaluations and benchmarking of core application platforms, frameworks and technologies
• Specification and publication of standards around application design and software engineering best practices
• Thought leadership and active participation in conferences and research with strategic partners and academic institutions
• Partner with senior leaders to develop and maintain the Technology strategies & roadmap
• Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
• Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
• Engage in SA problem solving, snapshots and full architecture documents
• Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
• Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
• Stay abreast of emerging technologies

The Minimum Qualifications

• Bachelors degree in Computer Science, Engineering or related Technical degree
• 8+ years of related IT Solutions Architecture or Technical Lead experience

The Ideal Qualifications

• 10+ years of related IT Architecture or IT consulting experience
• 5 years of Investment Management and/or Finance experience
• Emerging Technologies in Investment Management including AI/ML
• Experience with IM Platforms: Eagle, Aladdin, Calypso, Murex or similar
• Experience in data management platform design and integrations, ABOR/IBOR data layer, data modeling for IM domain, data framework adoption, mastering solution design.
• Excellent communication, presentation, influencing and reasoning skills
• A team-focused mentality with proven ability to work effectively with diverse stakeholders
• Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
• Understanding of the impact of IT on business results
• Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
• Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
• Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
• AWS/Azure Cloud Certification
• Strong experience in Architecture and Design patterns
• Developed acumen in Domain Driven Design
• Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
• Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
• Track record of designing architectural reference material

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Enterprise Architecture team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits

#LI-RK1

The company is an equal opportunity employer.

The Chief Underwriting Officer (CUO) reports directly to the President/CEO of a W. R. Berkley Operating Unit (various locations) and is a key member of the executive leadership team for that business. The CUO is responsible for the strategic planning and overall management of the underwriting discipline to ensure profitable growth. In collaboration with other departments, this role will be responsible for developing and executing the Operating Unit's underwriting strategy, with the goal of maximizing shareholder value and risk-adjusted returns. Key functions include but are not limited to:

• Oversee the development and management of all aspects of underwriting strategy, aligning with the overall strategic plan, and translating the strategy into clear underwriting guidelines and limits of authority.
• Establish underwriting authority levels and referral processes that both streamline decision-making and ensure underwriting excellence.
• Develop pricing and underwriting strategies to attain and improve profitable growth.
• Develop an efficient set of processes that deliver creative, customized underwriting and risk management solutions while meeting the expectations of our partners.
• Set strategic process for identifying, evaluating and managing emerging risks.
• Develop and manage both internal and external relationships in a way that strengthens trust in the business partnership.
• Manage the portfolio to reflect an appropriate balance between segments and diversification of line of business.
• Devise strategies and protocols to grow profitably during all market cycles.
• Establish policies and direct the analysis of information to support the development of products, services, and/or new programs (i.e., research and identify target businesses, competitor information, analyze industry and economic factors, etc.)
• Lead, direct, and has management accountability for corporate underwriting team with emphasis on building organizational capability, talent management, and promoting a culture of superior portfolio management and product underwriting.
• Assist in the maintenance of forms and rate filings for specific segments of business.
• Development, implementation, and maintenance of authority statements. Drafting of authority for other department managers and any relevant relationships.
• Lead for internal underwriting audit.
• Responsible for underwriting document filings, accuracy of data entries to systems and contract integrity for accounts underwritten.
• Meet as needed with the Senior Leadership Team and President to analyze, recommend, and report on the progress of objectives.
• Provide the leadership mentoring and guidance necessary to build and sustain a high performing workforce.
• Anticipate and plan for the future, with the capacity to collaborate with other senior management team members in a way that fosters innovation.

• BA/BS degree in a related field is ideal.
• Minimum of 10 years commercial insurance underwriting experience including products, property, workers compensation and automobile.
• Demonstrated ability to provide strategic and tactical leadership to a team of talented professionals.
• Demonstrated organizational skills, working with integrity and great strategic foresight - challenging norms while working collaboratively with colleagues at all levels of the organization.
• Strong interpersonal relationship and communication skills, as well as a desire to collaborate, build rapport, add value and effectively problem-solve with their direct support teams and the teams of the company.
• Exhibits a track record for finding innovative ways to bring teams together to problem-solve for greatest efficiency and effectiveness. Supportive and dedicated to solving the strategic and tactical execution needs of each respective company.
• Agile and decisive; can work with an ambiguous, fast-moving environment while also leading to clarity and solutions; adapts quickly and effectively to change.
• Well-versed in presentations, accustomed to addressing agents, vendors, and partners.
• Ability to influence and persuade through advanced written and verbal communication skills.
• Ability to travel up to 20% of time if necessary.

Stamford, CT, United States and 4 more

Job Summary:

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.

Job Duties:

• Research
  • Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
  • Analyzes researched facts and the sources utilized
  • Prepares studies of tax implications and outlines alternative courses of action to clients
  • Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters
• Tax Compliance
  • Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
  • Manages engagements to ensure engagement metrics are achieved
  • Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings
• Tax Consulting
  • Handles all inquiries from federal and state agencies regarding all tax issues and questions
  • Drafts responses to examiner questions and challenges
  • Monitors implementations of work plans for tax consulting projects
  • Provides recommended solutions by combining tax knowledge and knowledge of business / industry
• Tax Controversy
  • Represents clients before any tax authority on contested issues
  • Responds to all questions from federal or state agencies
• Acts as industry expert in SALT
• Identifies cross-selling opportunities with other tax specializations
• Manages SALT services provided to assigned clients
• Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice
• Accounting for Income Taxes – SFAS109
  • Prepares tax accrual workpapers
• ASC740-10
  • Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
  • Recognizes, measures and documents financial benefits to clients
• Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
• Participates in relevant industry groups
• Leads marketing campaigns and external SALT initiatives
• Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product
• Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software
• Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff
• Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting or other relevant field required
• Master’s degree in Accounting, Taxation or other relevant field preferred
• Juris Doctorate preferred

Experience:

• Ten (10) or more years of prior SALT experience required
• Prior experience supervising tax professionals on a project or engagement basis required
• Prior experience preparing and/or reviewing tax provisions high preferred
• Prior experience with corporate taxation, consolidations and partnerships preferred

License/Certifications:

• CPA certification or other relevant certification preferred

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred
• Exposure to and familiarity with standard tax applications and research tools preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
• Advanced knowledge of sources of relevant information utilized in tax filings
• Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations 1055 Washington Blvd, Stamford, CT, 06901, US 626 Washington Pl, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US

AXA XL is an Equal Opportunity Employer.

New York, Stamford, London, Paris

AXA XL’s culture of profitable growth and disciplined underwriting is the strategic focus of the GCUO, Property. The main remit is the development of consistent underwriting standards, practices and procedures. As a member of the Global CUO Leadership Team, reporting directly to the AXA XL Global Chief Underwriting Officer, the Property GCUO will act as the Global Technical leader responsible for developing and assessing the core underwriting strategic direction and product profitability for the Global Property portfolio.

This role is predominately an internal technical position with opportunity for customer-facing interaction, working together with internal clients and meeting with key brokers to support the Global and Regional underwriting and marketing strategies. You will work closely with the Regional CUO’s and Regional Property Product Heads to achieve the Global and Regional financial objectives and will be responsible for all underwriting operations including pricing, policy language construction and underwriting guidelines.

Additionally, you will work closely with functional leaders such as Claims, Actuarial Finance and Reserving, Operations and Technology, Data and Pricing and Analytics.

• 
  
• In partnership with Regional CUOs, accountable for the Global Property line of Business P&L and management of the Global portfolio to set financial targets and ensure profitable growth
  
• Inspire a culture of underwriting excellence and relentless product performance management across the Global Property teams
  
• Work with Group and Divisional Ceded Re as well as the Regional Property Underwriting leaders to influence the purchase of effective treaty reinsurance protection for the Property portfolios.
  
• Promote the professional growth of a diverse and engaged underwriting community, whilst planning effectively to meet the succession needs of the organization
  
• Identify training needs and, in conjunction with the AXA XL Underwriting Academy, develop training programs designed to advance the technical skills of the Property Underwriting community
  
• Drive and monitor underwriting policies, rules, guidelines and procedures establishing the referral flow for technical oversight
  
• Cascading (and withdrawal) of Underwriting Authority levels to achieve underwriting quality, best practices, profitability and regulatory compliance goals
  
• Create and implement governance framework to ensure underwriting best practice through form Underwriting Reviews and quality controls, as necessary
  
• Represent line(s)/business unit(s) during, regulatory and FIC audits as needed and coordinate with line/Business Unit on internal and external requests for information
  
• Operational planning - Work with the Global Product Heads and Regional CUO’s to ensure we have effective operational plans to achieve strategic objectives
  
• Work with Finance, Actuarial, Heads of LOB to influence the development of Regional financial plans in support of the Global Property Strategy.
  
• Build and maintain robust links with the Global CUO function and leadership team to ensure alignment with product growth and strategic direction
  
• Align with AXA GI and other legal entities to collaborate and innovate where possible, proactively identifying new product opportunities to support product growth strategies
  
• Ensure Regional Property Underwriting teams are collaborating with the Global Chief Underwriting office and Internal Audit as appropriate
  

You will report to AXA XL’s Global Chief Underwriting Officer.

• 
  
• Bachelor’s degree preferred with extensive experience in global insurance, focusing on underwriting management and insurance operations
  
• Deep understanding of Property Insurance with a preference for experience leading a global portfolio
  
• Proven leadership and communication skills with an ability to influence across cultural differences
  
• An unwavering commitment to enable a variety of teams to achieve their best results
  
• Sound understanding of financial planning, analysis and reporting approaches
  
• Successful track record of profitable growth
  
• Ability to respond to a changing environment with flexibility and innovation
  
• Enable feedback loop with Claims and Reserving on strategy and appetite
  
• Close collaboration with Product specific GCUO, Regional CUOs and Regional Product Leaders as well as pricing, reserving actuaries, Risk Consulting and other Teams within the GCUO Organization and across AXA XL (e.g. Risk) and AXA Group (e.g. GIO/GRM)
  
• Engage with clients and brokers where product expertise can add value to the interaction
  

Inclusion

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It’s about helping one another — and our business — to move forward and succeed.

• 
  
• Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
  
• Robust support for Flexible Working Arrangements
  
• Enhanced family-friendly leave benefits
  
• Named to the Diversity Best Practices Index
  
• Signatory to the UK Women in Finance Charter
  

Learn more at /about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer.

Total Rewards

AXA XL’s Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.

We’re committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars:

• 
  
• Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
  
• Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
  
• Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
  
• AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.
  

For more information, see /sustainability.

The U.S. base salary range for this position is $375,000 to $425,000 USD.

AXA XL is a global Company. The salary range noted above is applicable only for US applicants. Actual pay will be determined based upon the individual’s skills, experience and location. We strive for market alignment and internal equity with our colleagues’ pay.

At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers.

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at