Banking and Financial Services Jobs in Connecticut

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:

Pay Range - End:

Geographic 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.

Information 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

We’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

Overview

The Women’s Business Development Council (WBDC) is seeking a driven and passionate part-time HR Coordinator to The HR Coordinator provides administrative and coordination support to the Chief Financial & People Officer. This role supports internal HR operations while assisting with the coordination of outsourced HR and payroll activities, ensuring timely information flow, data accuracy, and compliance support. This position is administrative in nature and does not provide legal advice or independent HR decision-making.

This part time role would work up to 24 hours a week. At least one day/week will be worked from our offices in Stamford, Hartford or Waterbury, and the remaining days can be done remotely. Travel around the state and to our offices (Stamford, Hartford, Waterbury and New London) may be required. The salary range for the role is $22-$27 hour, commensurate with experience.

Duties and Responsibilities

Internal HR Support

• Support day-to-day HR administrative operations under direction of the Chief Financial & People Officer

• Coordinate onboarding and offboarding processes, including documentation and system setup

• Maintain employee personnel files and HRIS records

• Assist with benefits administration support and employee inquiries

• Assist with HR communications and internal reporting

• Schedule HR meetings and maintain calendars and task tracking for the Chief Financial & People Officer

• Coordinate exchange of employee data, payroll changes, and benefits information

• Assist with onboarding/offboarding submissions

• Prepare payroll in conjunction with HRCG

• Support audits, reconciliations, and data validation as requested

• Escalate discrepancies or complex issues to the Chief Financial & People Officer

Compliance & Confidentiality

• Ensure timely and accurate completion of HR documentation

• Maintain strict confidentiality of employee and client information

• Support compliance tracking under direction of the Chief Financial & People Officer (e.g., policy acknowledgments, required forms)

• Follow internal controls related to onboarding, offboarding, payroll, benefits, and data security

Qualifications

• 2–4 years of HR administrative or coordinator experience preferred

• Familiarity with HRIS and payroll systems (e.g., iSolved, ADP, Paychex, UKG, etc.)

• Strong organizational, follow-up, and documentation skills

• Ability to manage multiple stakeholders and deadlines

• Proficient in Microsoft Office and collaboration tools (Teams, SharePoint, etc.)

• High attention to detail and accuracy

• Professional discretion and confidentiality

• Strong written and verbal communication

• Ability to prioritize and work independently

• Service-oriented and responsive

• Ability to interact professionally with individual at all levels of the organization

About Us

Headquartered in Stamford with regional offices in Hartford, Waterbury and New London, the Women’s Business Development Council (WBDC) is a nationally recognized nonprofit organization driving economic equity for women across Connecticut. For nearly 30 years, WBDC has empowered women entrepreneurs through training, advising, access to capital, and advocacy—serving more than 22,000 women and helping to launch or grow more than 16,500 businesses. With statewide locations and deep partnerships across the corporate, philanthropic, and government sectors, WBDC is an influential force for women’s economic advancement. Visit for more information.

WBDC offers a competitive benefit package including health, dental, vision, and life insurance, a retirement plan, paid time off, and holidays, in a supportive working environment.

How We Operate

We are a team of 40 talented individuals who collectively deliver outstanding results through a high level of passion and commitment.

Please apply if you:

• Possess an Entrepreneurial Mindset – creative, motivated, enthusiastic, and energetic

• Seek to inspire and empower those around you, whether they are clients or colleagues

• Thrive in a fast-paced environment, and are comfortable with change

• Take initiative, and are willing to go above and beyond to achieve results

• Are highly detailed, and demonstrate a sense of urgency in setting and meeting deadlines

• Can work independently, and see the big picture while working in the day-to-day

• Prosper in a culture of teamwork and growth, and value collaboration

• Are passionate about supporting women entrepreneurs and small business owners

How to Apply

Interested candidates should email their cover letter, and resume to Please list HR Coordinator in the e-mail subject line. No phone inquiries.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position.

WBDC, Inc. Equal Employment Opportunity Statement

WBDC is committed to creating a diverse environment and is proud to be an equal opportunity employer. We welcome qualified applicants to receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Title: Wordings Manager - Specialty Risks

Division: Specialty Risks

Reports To: As per Beazley's organisation chart

Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders

Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.

FLSA Status: Exempt

Key Responsibilities:

Wordings:

* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.

* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.

* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.

* Providing support on underwriting, product development, and coverage issues.

* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.

* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).

* Managing the NDA process and manage and train wordings analysts work with NDAs.

* Managing the Endorsement process in the US and RoW.

* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.

* Manage the US admitted filings and supporting the filing process for wordings and endorsements.

* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.

* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.

* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.

* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.

* Monitor claims developments and impact of wording on claims.

General

It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:

* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.

* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.

* Display business ethics that uphold the interests of all our customers.

* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.

* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.

* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Education & Qualifications

* Undergraduate degree or Law degree preferred

Skills & Abilities

* Organized and detailed oriented

* Computer skills - good working knowledge of MS office

* Ability to communicate effectively with others, both verbally and in writing

* Self-motivated team worker who is also able to work on own initiative

* Proven ability to manage time, meet deadlines, and prioritise

* Able to maintain standards and professionalism during periods of fluctuating workloads

Essential Criteria

* Relevant professional level experience required

* Insurance-related experience preferred

* Strong client service skills required

Aptitude & Disposition

* Task-focused, self-motivated and flexible

* Consistently professional approach

* Able to successfully interact with managers/underwriters/colleagues/external suppliers

* Positive, enthusiastic and service oriented

Competencies

* Achievement orientation

* Analytical thinking

* Information seeking

* Customer focus

* Team working

* Initiative

* Problem solving

* Detail oriented

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

• Be bold
• Strive for better
• Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

• Beazley RACE - Including, understanding and celebrating People of Colour
• Beazley SHE - Successful, High potential, Empowered women in insurance
• Beazley Proud - Our global LGBTQ+ community
• Beazley Wellbeing - Supporting employees with their mental wellbeing
• Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

• Internal Pathways (helping you grow into an underwriting role)
• iLearn (our own learning & development platform)
• LinkedIn Learning
• Mentorship program
• External qualification sponsorship
• Continuing education and tuition reimbursement
• Secondment assignments

The Rewards

• The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
• Attractive base compensation and discretionary performance related bonus
• Competitively priced medical, dental and vision insurance
• Company paid life, and short- and long-term disability insurance
• 401(k) plan with 5% company match and immediate vesting
• 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
• Up to $700 reimbursement for home office setup
• Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
• Up to 26 weeks of fully paid parental leave
• Up to 2.5 days paid annually for volunteering at a charity of your choice
• Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

Assistant General Counsel

Greenwich, CT *5 days in office

A privately held alternative asset management firm is seeking an Assistant General Counsel to join its legal team. This role offers a unique opportunity to support both the firm’s investment advisory platform and family office matters for the firm’s Principals.

The Assistant General Counsel will report directly to the General Counsel and work closely with senior management, investment professionals, accounting, tax, investor relations, and compliance teams. This is a highly visible position suited for a business-minded attorney who wants meaningful responsibility and exposure within a dynamic investment environment.

Key Responsibilities:

• Support transactional matters and corporate initiatives
• Draft, negotiate, and interpret a wide range of agreements
• Interface with outside counsel, auditors, tax advisers, fund administrators, and other service providers
• Advise on legal and regulatory compliance matters
• Assist with employment/HR and insurance-related issues
• Provide practical legal guidance aligned with business objectives

Qualifications:

• J.D. with strong academic credentials and active bar membership
• 2–4 years of experience in corporate/M&A, restructuring, securities, or similar transactional practice, ideally with some exposure to asset management or investment advisory work
• Strong contract drafting and negotiation skills

A leading alternative asset manager is seeking an Investment Funds & Corporate Paralegal to join its Legal team. Known for its strong culture and long-term employee retention, the firm offers excellent benefits and a collaborative, intellectually rigorous environment.

This role supports the Legal team across a broad range of corporate, governance, and investment fund–related matters. The paralegal will work closely with internal stakeholders to support the formation, operation, and ongoing maintenance of both registered and unregistered investment vehicles, as well as the firm’s corporate entities. Responsibilities include preparing and coordinating legal documentation, supporting regulatory and filing workflows, maintaining fund and corporate records, and assisting with investor and service-provider requests.

The ideal candidate is a career paralegal with at least 5+ years of experience, ideally coming from a law firm or an in-house role within asset management or financial services. Experience supporting corporate entities and investment funds is important, along with strong organizational skills and attention to detail.

47847

POSITION SUMMARY:

At Windsor Federal Bank, the Residential & Consumer Mortgage Loan Originator serves as a trusted advisor and lending expert, guiding clients through the stages of the mortgage and consumer loan process - from initial inquiry to successful closing. This role is pivotal in helping individuals and families realize their homeownership and borrowing goals by providing tailored advice, timely communication, and exceptional customer care throughout the pre-approval, application, and closing phases.

This position is responsible for developing and maintaining strong relationships with a wide range of referral sources - including real estate agents, attorneys, financial advisors, and internal partners - to generate new business and meet both individual and organizational lending goals. The Loan Originator also represents Windsor Federal Bank in the community by participating in outreach efforts and financial education initiatives.

ESSENTIAL FUNCTIONS:

• Originate and Advise: Guide potential borrowers through the residential and consumer loan process, offering personalized advice and financial education at every step—from initial inquiry and pre-qualification through application, underwriting, and closing.
• Build Referral Relationships: Proactively develop and nurture referral relationships with real estate professionals, attorneys, investment advisors, internal bank employees, and community organizations to drive loan originations.
• Client Engagement: Conduct in-person, phone, and or virtual meetings to evaluate borrowers' financial profiles and lending needs, ensuring a positive and informed customer experience.
• Loan Application Management: Prepare and submit complete, accurate loan applications and ensure timely delivery of all required disclosures and documentation in compliance with regulatory guidelines.
• Customer Follow-Up: Maintain regular and proactive communication with clients, referral partners, and internal departments to ensure timely updates and an efficient closing process.
• Market Expertise: Stay informed about current real estate and lending trends, local market conditions, and changes to federal and state regulations affecting residential and consumer lending.
• Community Involvement: Represent the bank at real estate and community events, homebuyer seminars, and local business activities to promote awareness and increase visibility of Windsor Federal’s mortgage offerings.
• Cross-Selling: Identify opportunities to recommend complementary financial products such as deposit accounts, home equity loans, and consumer lending services.
• Performs other related duties as assigned.

REQUIRED EDUCATION / EXPERIENCE / SKILLS:

• Minimum of five (5) years of experience in residential lending, with a proven track record of $20 million or higher in annual mortgage originations or equivalent underwriting expertise in accordance with secondary market standards.
• In-depth knowledge of conventional, FHA, VA, CHFA and proprietary loan programs, along with compliance regulations including HMDA, ECOA, TILA, and RESPA.
• Strong financial analysis skills, particularly in evaluating personal and business tax returns.
• Proficiency in using mortgage lending software (preferably Encompass LOS) and related technology platforms.
• Valid state driver’s license and reliable transportation for making outside sales calls and/or to meet loan applicants as needed.
• Requires the National Mortgage Licensing System (NMLS) Registration.
• Ability to work independently while collaborating effectively with colleagues and leadership.

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, qualified applicants may email a cover letter and resume to:

Windsor Federal Bank 270 Broad Street, Windsor, CT 06095

An Equal Opportunity Employer

Responsibilities:

• Evaluate third-party data sources and emerging technology solutions to assess legal, regulatory, and risk considerations.
• Develop, update, and operationalize internal standards governing responsible data usage and advanced analytics technologies.
• Partner closely with technical, research, and business teams to provide practical guidance throughout development and implementation processes.
• Track changes in the legal and regulatory landscape and translate implications into actionable recommendations for internal stakeholders.
• Contribute to enterprise risk management, oversight frameworks, and internal control initiatives related to information and technology use.

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.

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.

Customer Accounts Advisor

The salary range for this role is $18.00 to $19.00 per hour*. This position is also eligible for incentive pay based on performance.

Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  

• 
  
• Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  
• Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  
• Sell customers on the benefits of timely lease agreement renewal payments 
  
• Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  
• Assist with merchandise returns and guest deliveries as directed by management 
  
• Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  
• Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  
• Load, secure and protect product in company vehicle 
  
• Safely operate company vehicle 
  
• Assist the Sales Team as needed
  
• Any reasonable duties requested by management 
  

Requirements

• 
  
• United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  
• Must meet DOT requirements to obtain certification in required states (United States)
  
• Ability to work schedule of hours varying from 8 am to 9 pm
  
• Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  
• Two years of retail/customer service experience preferred
  
• High School diploma or equivalent preferred
  
• Excellent interpersonal and communication skills
  
• High energy with the ability to effectively perform all functions of the store and multitasking effectively
  
• Proper telephone etiquette
  
• Uphold the Aaron’s Brand and protect company assets
  
• Maintain a professional appearance
  
• Proficient computer skills
  
  

Aaron’s Total Rewards 

Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 

• 
  
• Paid time off, including vacation days, sick days, and holidays  
  

• 
  
• Medical, dental and vision insurance  
  

• 
  
• 401(k) plan with contribution matching  
  

*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 

**Benefits vary based on FT and PT employment status.

To be part of our organization, every employee should understand and share in the Yale New Haven Health System Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

• Flexible schedules to ensure work-life balance. Keeping the patient at the center of everything we do, we focus on improving clinical care, outcomes, patient satisfaction, safety, value, clinical research, and education. Our efforts reach beyond the walls of our hospitals to care for our communities, too.

• Unlock your potential and embrace exciting opportunities for professional growth and career advancement within our esteemed healthcare system!

• Enjoy an enhanced compensation package. If you're looking for a challenging and rewarding career where you can make a real difference, we want you on our team.

• We recognize how vital a smooth transition is, and with our relocation assistance, your journey can be seamless.

• Employee wellness initiatives and support programs. Professional development and continuing education opportunities. Yale New Haven Health includes Yale New Haven, Bridgeport, Greenwich, Lawrence + Memorial, and Westerly hospitals; several specialty networks; and Northeast Medical Group, a physician-led multi-specialty group with over 1,000 physician. Intriguing cities with something for everyone, whether you love arts, history, parks or delicious food.

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

Provides exceptional patient care in collaboration with anesthesiologists, surgeons and other physicians to deliver anesthesia for medical and surgical procedures. Cultivates a patient centric environment which focuses on the whole individual inclusive of physical, psychosocial, spiritual and functional needs of the patient, family, and significant others. Serves as the focal professional for the continuity of care in patient care within scope of practice standards, as well as specialty specific standards to address and resolve problems that may arise. Overview: A call CRNA is part of a core team of dedicated CRNAs who provide timely anesthetic and emergency care for patients in a 24/7 model. This position is full-time and distinguished from non-call CRNAs who have a regular, patterned schedule. A call CRNA position entails a flexible, non-pattered schedule with in-house call responsibilities including off-shifts, weekends, and holidays. A call CRNA possesses excellent clinical skills, a commitment to patient safety, and the ability to work effectively in a fast-paced environment. A call CRNA is eligible for the call compensation program in recognition of the position and commitment to the core team. Schedule Requirements: Availability to work off-shifts, weekends, and holidays as part of the restricted in-house call rotation in partnership with other members of the core call team. Willingness to respond to emergency calls and provide anesthesia services within the hospital setting. Required to give 90 days? notice when transitioning or resigning from the call team.

• • Clinical Care
  • 1.1 The Certified Registered Nurse Anesthetist (CRNA) implements accurate, safe, patient centric anesthetic care.
  • Professional Skill
  • 2.1 Understands physiologic implications and anesthetic considerations of surgical procedures, constantly monitors vital signs, capnography, and pulse oximetry during anesthesia according to ASA guidelines.
  • Information Management
  • 3.1 The CRNA ensures appropriate documentation within the accordance of hospital and regulatory requirements and protects information of all forms, whether computer-based, paper, film, voice, or other media from unauthorized access modification, destruction, or intentional or accidental disclosure.
  • Quality Management
  • 4.1 The CRNA is expected to demonstrate a high standard of moral and ethical behavior, professionalism, compassion, and commitment to patient care.
  • Professional Development
  • 5.1 The CRNA continuously engages in projects that maintain and advance professional competency.

EDUCATION

Certified Registered Nurse Anesthetist Completion of Certified Nurse Anesthetist Training Program Graduate of a Nurse Anesthesia Educational Program accredited by the American Association of Nurse Anesthetist Council on accreditation of Nurse Anesthesia Programs. Current State of Connecticut Nursing License, Advanced Practice Registered Nurse (APRN) licensure in the State of Connecticut.

EXPERIENCE

Prefer clinical working experience as a CRNA within the given specialty/service line recommended, but none required. APRNs, PAs, CRNAs and CNMs are required to be appointed to the Affiliated Medical Staff of a YNHHS Hospital and credentialed through the Medical Staff process. Evidence of current competence to practice as {an APRN, PA, CRNA, CNM} via appropriate reference letters from physicians and other practitioners must be able to be obtained during the Medical Staff appointment process in order to be eligible.

LICENSURE

Certified Registered Nurse Anesthetist AANA Certification, State of CT RN and APRN License, ACLS DEA Registration and State of CT Controlled Substance Registration

SPECIAL SKILLS

CRNA's must have sharp concentration and focus, along with the ability to stay calm under stressful conditions. CRNAs must be able to communicate clearly and effectively with surgeons and the surgical support team, as well as with patients and their families. A calm and reassuring manner is one way to inspire trust in patients, who may be apprehensive about surgery, as well as the surgical team. Anesthetic patient management must be immediate and responsive. Flexibility and adaptability are required.

PHYSICAL DEMAND

A CRNA must be able to demonstrate intellectual-conceptual, integrative and quantitative abilities; skills in observation, communication and motor functions; and mature behavioral and social attributes. Sensory- CRNA must be able to detect and interpret changes in monitoring alarms and equipment. Functional vision, hearing. no impairment of sense of smell and tactile sensation must be adequate. CRNA must be able to observe a patient accurately at a distance and close.Communication-CRNA should be able to speak, hear and observe. CRNA must be able to communicate effectively- includes speech, reading and writing.Motor -CRNA should have sufficient motor function to elicit pertinent information. CRNAs should be able to stand for long periods of time and wear lead as needed for fluoroscopy, X-Ray cases. CRNAs must have the ability to lift 25 pounds and reach above and below shoulder height. CRNA must be able to negotiate patient care environments and be able to move self/patients between anesthesia locations. Coordination of both gross and fine muscular movements, equilibrium, and functional use of the senses of touch and vision is required. Intellectual-Conceptual, Integrative and Quantitative Abilities-Abilities include measurement, calculation, reasoning, analysis and synthesis. Problem-solving, the critical skill demanded requires all of these intellectual abilities. CRNA should be able to comprehend 3-dimensional relationships and understand the spatial relationships. Behavioral and Social Attributes -CRNA must possess the emotional health required for full utilization of intellectual abilities, the exercise of good judgment, the prompt completion of responsibilities. CRNA must be able to tolerate physically taxing workloads and to function effectively under stress and able to adapt to changing environments, display flexibility and learn to function in the face of uncertainties inherent in the clinical problems of many patients.

To learn more, please email or schedule an interview with our In-House Provider Recruiter:

James Hammell -

EEO/AA/Disability/Veteran

YNHHS Requisition ID

134457

A leading global multi-strategy investment firm is seeking a Trading Documentation Negotiator to join its in-house legal and transaction management function. This role supports the firm's global flow trading business, working closely with attorneys, traders, and internal stakeholders across discretionary, quantitative, and macro strategies.

The position offers broad product exposure, a true buy-side perspective, and hands-on involvement in the negotiation, execution, and lifecycle management of trading documentation across asset classes.

Core Responsibilities

• Negotiate a wide range of trading and financing agreements, including:
• ISDA Master Agreements
• Repo Agreements
• FX Prime Brokerage Agreements
• MSFTAs
• Futures and OTC Clearing Agreements
• Support equity prime brokerage negotiations, including:
• Term commitments
• Pricing provisions
• Margin schedules
• Draft, confirm, and execute derivative confirmations, including bespoke trades and transactions without MCAs
• Maintain and manage trading documentation databases and tracking tools
• Prepare and manage signoff sheets, execution checklists, and status reports
• Coordinate document execution and circulate status updates to internal stakeholders
• Assist with regulatory filings (including SEC and NFA-related documentation)
• Run ISDA Protocol reviews and adherence
• Oversee custodial and bank account documentation
• Handle:
• Exchange memberships
• SEF agreements
• Electronic trading access and software documentation
• Support KYC and onboarding processes with brokers and counterparties
• Partner with Treasury, Finance, Operations, Investor Services, and Tax
• Assist with process improvements and implementation of documentation technology solutions

Required Qualifications

• 3+ years of experience in trading documentation, negotiation, or a similar role
• Buy-side or sell-side experience strongly preferred
• Hands-on familiarity with:
• ISDA documentation
• Prime brokerage and financing agreements
• Derivatives and clearing documentation
• Strong proficiency in Microsoft Word and Excel
• Highly organized, detail-oriented, and process-driven
• Ability to manage multiple priorities under pressure
• Strong written and verbal communication skills
• Comfortable working independently while coordinating across teams
• High ethical standards and professional judgment

Note: J.D. is not required — this is a negotiator / documentation professional role.

COCC is recruiting on behalf of our client, a long established community bank in Middlesex County. This is an opportunity to join a tight-knit, community-focused bank where collaboration and mutual success are at the heart of everything they do. The team takes pride in supporting each other and the local community. Employees are encouraged to get involved in civic activities and represent the bank in a positive, impactful way.

The Commercial Loan Officer will play a key role in developing and managing business lending relationships while maintaining a strong share of the existing loan portfolio. Reporting to the Chief Lending Officer, this individual will evaluate, authorize, or recommend approval of commercial loan applications and ensure compliance with all regulatory and internal standards.

Key Responsibilities:

• Originate and Manage Loans:
• Interview commercial applicants and originate loans across all commercial products offered by the bank.
• Prepare and organize credit and loan documentation, including financial data, credit histories, and collateral details.
• Perform underwriting analysis, calculate ratios, review credit reports and appraisals, and collaborate with loan administration and credit teams.
• Approve loans within delegated authority or refer for higher-level approval.
• Conduct periodic reviews of existing commercial loan customers within the bank's portfolio.
• Relationship Building & Business Development:
• Provide consultative selling and exceptional customer service.
• Promote and cross-sell other bank products and services.
• Conduct regular business calls to prospects, centers of influence, and existing customers.
• Compliance & Risk Management:
• Ensure adherence to federal and state regulations and internal credit/documentation standards.
• Maintain current knowledge of policies and procedures.
• Community Engagement:
• Represent the bank at business and trade associations, civic functions, and community events.
• Actively promote the bank's positive image and commitment to local communities.

Qualifications

• Minimum 7 years of related experience or equivalent combination of education and experience.
• Proficiency in spreadsheet software, Windows-based applications, and service bureau programs.
• Strong verbal, written, and negotiation skills.
• Proven ability to build and maintain strong business relationships.

Why Join This Bank?

• Collaborative Culture: Work with a team that values mutual success and support.
• Flexibility: Choose to work from the corporate office or any branch location.
• Community Impact: Be encouraged and supported to participate in local events and initiatives.

The salary range for this role is $115,000 - $150,000

Company. Burnham Sterling & Company LLC (or registered affiliates thereof) (“Burnham”, the “Firm” or the “Company”) is a financial services firm focused capital raising for aviation and other asset intensive industries and is located in Greenwich, CT. The firm enters into engagement agreements with US and non-US ultra-large corporates and places the investments with investors globally. The Firm is currently in expansion mode, and Burnham is unusual in that it benefits from committed multi-year cash flows to support its expansion.

Business. The Firm (itself and through affiliates) structures and places leases, secured debt, tax-leases and provides financial analysis and other related advisory services. The Firm’s professionals work across borders, and the majority of its revenue is from non-US clients. Clients are generally Global Fortune 500 companies. In addition, the Firm recently started an emerging alternative asset manager business with a focus on energy transition investing.

Regulatory. The Firm operates an SEC-registered broker-dealer to effect securities transactions and a registered investment advisor with respect to its fund business.

Workplace Environment. People who do well at the Company have a strong work ethic, participate and contribute 150%. The Company is unusually team oriented, focused on pleasing its customers and generating repeat business.

Position. This is a full-time position to act as general counsel to the Firm and transaction counsel on deals. Any legal support would come from external sources. Matters will include: confidentiality agreements, term sheets, engagement letters, investor development agreements, Burnham’s compensation imbedded into customer financing agreements, litigation matters, employment-related items, tax structuring, transaction documentation, company documentation and records, transaction management, etc. In addition, you will provide training to other team member in term sheet and confidentiality related matters and you will coordinate the relationships the company has with external counsel. You will also interact with customers and investors.

This position offers an ability to be highly visible internally and in the marketplace. Significant domestic and international travel is required. You will be required to attend client meetings and conferences, etc. You will also be responsible to manage relationships with major US and global law firms (where they are representing—or seeking to represent—Burnham or clients or investors in Burnham Sterling-arranged transactions) and seek to facilitate introductions by such law firms to target Burnham Sterling clients.

The firm is 100% in-office in Greenwich, Connecticut.

Experience. You will come from a major law firm or an in-house position at a company with significant capital markets activities. You will have at least 7-years of work experience as an attorney. Minimum of a JD. Candidates with finance experience (on the business side, including investment banking and/or private equity) and/or an MBA are preferred.

Career Development. This position is a top position at the company.

Salary and Benefits. A base salary, an annual discretionary bonus (based on performance), and a comprehensive benefit package, including medical, dental, retirement plan, Greenwich Water Club membership and a paid 3-month sabbatical every 6 years, is offered.

FINRA Licenses. None required for this position.

Administrative Assistant – Legal & Compliance

A leading investment firm is hiring for an Administrative Assistant to support a legal & compliance team in their wonderful and collaborative team department.

Location: Greenwich, CT

Hybrid: 3-5 days in the office – flexibility as needed to come in if there is a deposition in the office, etc.

Hours: Core hours are 8:30-5:30 pm, flexibility for overtime as needed

Salary commensurate with experience - $70-85k base range+ paid overtime (5-8 hours/week that will add up!) + bonus + top benefits package

Responsibilities:

• Heavy calendar management via Outlook
• Handle billings, invoices, agreements, and contract management - this is really working in their legal systems and legal processing
• Provide back-up support to other legal admins on the team as needed
• Provide back-up support/coverage to reception as needed with 7:30-5:30 pm onsite hours

Skills and Requirements:

• 2-3+ years of experience - legal administrative support is highly preferred
• BA/BS preferred with solid academic performance
• Knowledge of Microsoft office products
• Exceptional organizational skills and attention to detail
• Ability to maintain process and meet deadlines
• Excellent judgement and someone who takes pride in their work
• Maturity and high degree of professionalism

Please submit your resume for consideration!

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Key Responsibilities

Legal & Fund Documentation

• Assist with preparation and organization of legal documentation related to private funds, investment vehicles, and separately managed accounts.
• Maintain and organize fund governing documents including LPAs, operating agreements, subscription agreements, and side letters.
• Coordinate execution and tracking of legal documents across investors, internal teams, and external counsel.
• Support the formation of new investment vehicles and special purpose entities.

Regulatory & Compliance Support

• Assist with regulatory filings and compliance requirements related to the Investment Advisers Act of 1940.
• Support preparation and updates to compliance policies, procedures, and internal documentation.
• Help coordinate materials for regulatory examinations and compliance reviews.
• Maintain legal and compliance records in accordance with SEC recordkeeping requirements.

Transaction & Real Estate Support

• Assist with legal documentation and diligence related to real estate acquisitions, financings, and dispositions.
• Coordinate due diligence materials and closing documentation with internal teams and outside counsel.
• Track key legal deliverables and deadlines for investment transactions.

Corporate & Administrative Legal Support

• Maintain corporate records for fund entities and portfolio companies.
• Assist with service provider agreements, NDAs, and vendor contracts.
• Coordinate with external counsel on various legal matters as needed.
• Support legal research and special projects.

#48132

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Financial Representative

A career with Northwestern Mutual brings mutual success!

You bring your:

-Talent

-Hard work experience

We offer the:

-Training

-Mentorship

-Resources

We help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.

Role:

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice as a representative then advisor, you bring together the right insurance and investment strategies for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents.

Our commitment to our career changers exploring this opportunity is providing the top Financial Advisor training program in the nation as well as mentorship for the first five years of your career from industry experts and top-rated Forbes Advisors.

We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have:

• Bachelors degree from a four year Institution
• Prior sales and/or business experience preferred
• Possess a history of personal and professional success

Why Join Us:

• Built In New York's Top Places to work 2025
• Crain's Best Places to work 2024, 2025
• Award winning AND top producing office on National Scale
• Top Training program in the nation for FA role

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation:

Performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression:

In Office position full time for first year, flexible schedule afterwards

Clinton Investment Management, LLC (“CIM”), an SEC registered investment adviser with $4 billion in AUM, specializes in the professional management of municipal bond portfolios on behalf of High-Net-Worth, Ultra-High-Net-Worth, and Institutional investors. Our firm's goal is to be a leading provider of municipal bond investment solutions by offering world class investment management solutions, superior value-added thought leadership, and preeminent client service for our advisors and investors.

The Role:

Due to a rapid growth trajectory, CIM is seeking a Head of National/Key Accounts to expand and support CIM’s brand presence and awareness across the broker/dealer, RIA, bank, trust company and family office distribution channels, throughout the U.S.

Key Responsibilities:

· Report directly to the Chief Executive Officer.

· Increase investor access to CIM’s investment products by expanding CIM’s selling agreements/approvals across an array of distribution channels including broker/dealers, RIAs, banks, trust companies and family office groups.

· Develop, foster and maintain relationships with relevant influencer/gatekeepers throughout the various distribution channels via effective communication and relationship building.

· Meet with primary contacts at least annually and develop a strategic account plan with each firm.

· Strive to position CIM’s investment products on any available “preferred,” “select,” “recommended,” or similarly categorized preference lists, while proactively and preemptively supporting metrics to retain existing approval, platform availability and assets.

· Actively source home office data to create targeted efficiency for CIM team’s engagement and grow sales.

· Act as a subject matter expert representing the CIM platform and investment solutions.

· Develop and implement business plans, budgets, and recommend marketing and sales initiatives to achieve goals.

· Work with CIM team members to establish new selling agreements/approvals, drive and monitor progress and ensure compliant documentation process is adhered to.

· Employ interpersonal relationship skills to efficiently partner and collaborate with CIM wholesaling team to develop relationships with new and existing platforms in order to drive sales.

· Update accounts quarterly on key performance indicators including year over year sales, top producers, current offerings, commissions paid, and sales team activity.

· Attend and present at internal meetings.

· Provide updates on sales goals, status of selling agreements, and provide training on new Broker Dealer relationships, including creating robust platform overview cheat sheets/deliverables to build streamlined awareness and credibility with external clients.

· Source targeted branding opportunities and serve as a CIM representative by speaking at relevant industry conferences.

· Travel on a consistent basis to uncover opportunities to increase sales, gain additional product approval, strengthen relationships, and build trust through in person meetings.

Qualifications:

·        Proven relationships with key players including gatekeepers, research analysts and business contacts at broker/dealers, registered investment advisors, banks, trust companies and family office groups.

·        Minimum 5-7 years investment management Key/National Account experience.

·        Bachelor’s degree and strong academic background.

·        Excellent verbal communication and presentation skills.

·        Demonstrated knowledge of fixed income/municipal bonds and competitive landscape preferred.

·        Proven understanding of selling agreements, RFPs and onboarding requirements across financial intermediary space.

·        Strong organization and time management skills and strong independent work ethic.

·        Established process to continue to update personal value proposition.

·        Strong interest in sales, pipeline maintenance, and the financial markets.

·        Series 65 registration required.

Client Relationship Coordinator

 If you are a go-getter who is strong at using persuasive language, asking in-depth questions, and getting our prospects engaged, and if you want to be part of a driven financial organization with great initiatives, we want to hear from you! Johnson Brunetti is a leading retirement and investment firm with offices in Connecticut, Massachusetts and Georgia. This position is based in our Wethersfield, CT office.

We are looking for a driven candidate who can grow a sales pipeline by coordinating multiple schedules and filling the calendars of our financial advisors in multiple offices.

This position requires that you possess the following skills:

• High level of communication and follow-through skills

• Strong persuasive phone skills to motivate prospects to set and keep appointments

• Previous experience in a relatable appointment scheduling or inside sales role

• Strong organizational skills

• Strong ability to follow through the entire process of converting prospects to clients

• Motivated and driven by reaching goals and growth

• Financial Industry knowledge/experience preferred

• Experience with MS Office and Salesforce preferred

● Telephone or inside sales experience is a plus

● 4 Year college degree

● Ability to work some evenings for events

Responsibilities/Tasks:

• Ability to fill the Financial Advisors’ schedules with qualified appointments through marketing efforts

• Calling, qualifying and scheduling prospects

• Consistent follow-up with prospects and clients

• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)

• Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts

• Work independently and proactively to meet business & department goals