Banking and Financial Services Jobs in Garland, TX

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

The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
• Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
• Collaborates with team members to resolve issues and to identify appropriate issues for escalation.

Work Hours:

• Monday – Friday / 7:30am – 7:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in a team environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• 2+ years experience working in Sales with life insurance
• 1+ years experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $51,340 - $86,630.

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

As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.

For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
• Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
• Documents relevant information as it relates to building a retirement income portfolio.
• Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
• Develops and communicates appropriate retirement income strategies based on individual member needs.
• Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
• Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
• Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
• Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
• Integrate risk management tools, products, and strategies to create an effective retirement income plan.
• Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
• Guides and influences less experienced team members.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.
• Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
• Required maintenance of FINRA Series 7 license.
• Required maintenance of FINRA Series 66 (or 63 and 65) license.
• Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
• 4 years of financial industry and/or sales experience.
• Experience delivering frequent written and oral communication.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment.
• Experience participating in or leading teams.
• Successful completion of a job-related assessment may be required

What sets you apart:

• US military experience through military service or a military spouse/domestic partner.
• 3+ years of direct Annuity Sales Experience
• Experience working in an Inbound/Outbound Call Center
• Retirement Income Certified Professional Designation (RICP)

Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.

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

The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.

We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.

What you'll do:

• Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
• Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
• Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
• Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
• Monitors legislative initiatives that may impact economy, society, and personal financial situation.
• Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
• May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.

Work Hours:

• Monday – Friday / 7:30am – 8:00pm (Central)
• An 8 hour shift will fall within these hours
• This role is required to be in office, with potential hybrid opportunity after 6 months.

What you have:

• High School diploma or GED
• Required maintenance of Life/Health license and/or acquisition within 90 days
• Required annual completion of AHIP and Broker/Carrier appointments when applicable.
• Up to 1 year of financial industry and/or life sales experience
• Experience delivering frequent written and oral communication
• Experience acquiring and applying new concepts and information
• Experience processing and analyzing information
• Experience fulfilling requests and meeting deadlines
• Experience resolving conflict and negotiating
• Experience multi-tasking in an operating systems environment
• Experience participating in a team environment
• Successful completion of a job-related assessment may be required

What sets you apart:

• Active Group 1 Life and Health license
• 1+ yrs experience working in Sales with life insurance or financial services products
• 1+ yrs experience working in a call center environment
• CLU - Chartered Life Underwriter or comparable designation
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $48,290 - $81,490.

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

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

• Independently applies actuarial methodologies to complete structured projects (e.g.)
• Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).
• Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques.
• Proactively resolves technical issues and identifies appropriate issues for escalation.
• Assists others with troubleshooting issues.
• Creates instructions and training materials for actuarial tools and processes.
• Mentors new team members.
• Apply business acumen to provide actionable insights that help solve business problems.
• Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor's degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 2 years of actuarial or analytical business experience.
• 3 Casualty Actuarial Society (CAS) exams.
• Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.
• Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

• Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).
• Demonstrated experience with basic actuarial pricing methodologies.
• Demonstrated experience aggregating and analyzing data to solve problems.
• Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.
• P&C Personal Lines pricing experience.
• Familiarity and experience with industry pricing software such as Earnix.
• US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $77,120 - $138,810.

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, 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.

Position: Amazon Connect Developer

Location: Richardson TX or Boston MA

Duration: Long Term Contract

We have very urgent requirement for AWS Connect+Lex strong senior hands on profile who has exposure in Voice AI – with AWS Nova2Sonic or any other platform

Responsible to develop a POC for customer using tech stack of – AWS Connect/Lex and Nova2sonic.

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.

Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to:

• Managing travel & expenses, including making travel arrangements and processing expenses for team members
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors
• Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

• Proficiency in Word, Excel, PowerPoint and Outlook required
• Bachelor's degree preferred
• A minimum of 2 years of work experience in a professional corporate environment
• New graduates who have a desire to be in the financial services industry are also encouraged to apply
• Strong written and verbal communication skills
• Enjoys working in a team environment
• Polished communication skills
• Ability to multi-task and work in a fast-paced environment
• Business professional environment and attire
• Possess critical thinking skills and good judgment
• Displays personal pride in work, always striving to do his/her best
• Chooses to always operate with integrity and transparency

*This is an onsite position in our office in Richardson, Texas

JOB SUMMARY

The Business Analyst (BA) is responsible for analyzing business needs, gathering and documenting requirements, and collaborating with stakeholders to design effective solutions or the Financial Services Industry. This role collaborates across departments, including project managers, product managers, SDLC staff (development, quality assurance, UX), and other Line of Business product management on cross-LOB initiatives. , Contributes to the full product lifecycle—from ideation and design to implementation and enhancements. The role scales in responsibility and complexity based on experience level, from entry-level to leadership.

TIME ALLOCATION

• Requirements Gathering & Analysis - 35%
• Solution Design & Documentation - 30%
• Stakeholder Collaboration & Communication - 20%
• Testing Support & Validation - 10%
• Process Improvement & Team Support - 5%

EXPECTED WORK AND PERFORMANCE (ESSENTIAL FUNCTIONS)

Job duties and responsibilities include the following for customer implementation and internal R&D projects. Other duties may be assigned as needed.

• Gather, analyze, and document business, functional, and non-functional requirements.
• Translate business needs into clear, actionable specifications.
• Create use cases, process flows, and functional solution designs.
• Collaborate with subject matter experts (SMEs), developers, and QA teams.
• Facilitate and participate in scope and design sessions.
• Validate requirements with stakeholders and obtain approvals.
• Maintain traceability of requirements throughout the project lifecycle.
• Contribute to or lead process improvement initiatives.

QUALIFICATIONS

• Bachelor’s degree in Business, Computer Science, Information Systems, or a related field.
• Retail Banking work experience and / or Business Analyst experience
• Experience in financial services or banking, retail banking preferred.
• Prior programming or technical background is a plus.
• Able to travel to customer sites or industry events up to 15% of the time.

REQUIRED SKILLS/EXPERIENCE/KNOWLEDGE

• Proficiency in requirements gathering, analysis, and documentation.
• Understanding of SDLC and methodologies.
• Strong analytical thinking and problem-solving skills.
• Effective verbal and written communication skills.
• Ability to work independently and collaboratively.
• High degree of IT Automation literacy including:
• The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing
• A general understanding of data constructs (where is data stored, what systems “own” the data, what is the availability of data and KPI’s numerical interpretation)
• Analytical Skills - strong quantitative analytical and critical thinking skills

ATTENDANCE/WORK LOCATION

The position is based in our Richardson, TX Headquarters . Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. The employee is required to evaluate, edit, revise, update, and provide solutions to critical data development and solutions. While performing their duties the candidate must be able to travel overnight, including occasional weekends.

DISCLAIMER

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

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.

JOB SUMMARY

The Marketing Analyst job is customer-facing and focuses on expanding customer acquisition and engagement capabilities for ARGO’s Connects product suite for the Financial Services industry.

The Marketing Analyst role encompasses ensuring ongoing product suite market competitiveness and solution delivery readiness to Argo’s Financial Services customers. The Connects solution extends customer experience and engagement throughout the customer's journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world.

The Marketing Analyst will be responsible for working with Argo’s client’s to optimize their usage of the Connects solution for customer engagement campaigns through all stages of the customer journey from a lead thru conversion using insightful analytics to help better understand the client’s end users and reporting back with easy to understand data visualization and clear solutions. Your role will continue post client implementation to ensure our clients are getting the full value of our solutions.

EXPECTED WORK AND PERFORMANCE

Job duties and responsibilities include the following. Other duties may be assigned as needed.

1. Marketing Plans

a. Have an in-depth understanding and the application of customer journey stages, especially how our solution generates earlier engagement in the Awareness and Consideration phases of the journey.

b. Create best practice methods and specific customer engagement campaign models using scientifically proven engagement methods.

c. Plan, develop, and monitor digital (email and SMS) campaign performance and channel tracking.

d. Translate requirements into technical specifications for development, data, and reporting teams and, conversely, technical approaches into easily digestible insights.

2. Client (Customer) Engagement

a. Define, design, and communicate storyline and demonstration on value proposition to customers.

b. Create best practice-based templates to facilitate rapid customer implementation.

c. Define and design campaigns for each stage of the customer journey, from prospect nurturing through awareness, influencing conversion, onboarding, soliciting feedback, customer management, retention, and relationship expansion,

which are automated, and staff led to optimize use of staff?

d. Recommend campaign optimizations to reduce customer friction and increase customer engagement.

e. Devise and evaluate methods for collecting data, such as surveys, questionnaires, focus groups, opinion polls, etc., interpret, organize, and present actionable findings to clients.

f. Serve as the voice of our customers, understanding their needs for topics including surveys and campaigns and communicate those to both Argo and Client teams.

3. Marketing Research

a. Research and recommend marketing constructs that will benefit both Argo and client (Relevance by market segment, etc.)

b. Conduct competitive research, analyze benchmarking data, and provide value add recommendations.

c. Analyze current/ongoing targeting strategies to define and implement new opportunities for media optimization, including A/B testing of delivered content and success ratios.

d. Content types and uses for Awareness and Consideration – effectiveness research – video, text, pictures, infographics (what should we consider for product knowledge and education)

e. Research, recommend, and obtain digital marketing certifications for our staff that increase our value proposition to customers as directed.

4. Marketing Automation

a. Oversee the marketing automation strategy inclusive of customer journey framework, customer data platform (CDP), segmentation and customer preference management, content and creative, targeting and list management in collaboration with technical teams.

b. Define marketing process around single and multifunctional campaigns across multiple channels, Including A/B testing. campaigns for prospect nurturing and lead generation i.e. conversion to customer.

c. Create and document best practices for customer delivered content (Email, SMS) with a focus on creating compelling calls to action (CTA)

d.

e. Ensure marketing automation tools are intuitive and easy to use.

f. Research and document plans for integration to third-party advertising such as Google – relevant methods, integration, documenting relevance to Argo solutions for customer engagement solutions and how Argo would utilize.

g. Linked In – research for business customer segment, and document relevance and potential integration into Argo solutions.

h. Research use and relevant of Social Media platforms to Argo solutions – research, pros, cons, relevance for us to consider. Document universe of “applicable” integration points

5. Performance Results - Reporting and Analysis

a. Evaluate target demographics, appropriate distribution channels and marketing outlets.

b. Interpret performance results using data science models, draw conclusions about findings.

c. Measure, evaluate and report on the effectiveness and ROI of marketing channels, methods, strategies, and digital marketing campaigns.

d. Have knowledge of customer segments, collect, and analyze data regarding customer preferences, demographics, buying patterns, habits, and needs to better identify market potential and factors influencing product demand.

e. Study and understand the behavior and expectations of online users with ability to communicate out the customers experience and behaviors. Such as customer intent and effectiveness of the sales funnel.

f. Create and communicate informative reporting that highlights marketing KPI’s like leads, conversion rates, website traffic and social media engagement and highlights relevant business trends and opportunities for improvement.

g. Measure results from customer Net Promoter Score (NPS) and satisfaction questionnaires across customer segments to drive an active feedback loop for marketing strategies.

QUALIFICATIONS

• 5+ years of marketing experience with a minimum of 3+ years of digital marketing experience in sales campaign execution, online commerce, survey tools or related fields

o Experience in Financial Services preferred.

o Experience and responsibility for direct-to-consumer marketing through digital and retail channels such as consumer goods, financial services, with direct-to-customer experience in acquisition, relationship, and retention management.

o Knowledge of the psychology of consumer buying patterns and behaviors

• Education - Bachelor’s Degree with studies in Marketing, Market Research, Business Administration or similar

• Able to travel to customer sites or industry events up to 15% of the time.

REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE

The Marketing Analyst is a subject matter expert with direct-to-consumer sales and marketing experience.

Candidate should have detailed knowledge of:

• Marketing campaign execution

• Customer Journey Mapping and experience optimization

• Customer survey and measurement programs including Voice of Customer NPS

• Data visualization tools

• Knowledge of common CRM programs such as SalesForce

Candidate should have a good balance of knowledge in areas such as:

• Working knowledge of search engines, web analytics and business research tools

• Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management.

• Analytical skill to convert data into presentable and consumable formats, strong quantitative analytical and critical thinking skills.

• High degree of IT Automation literacy including:

o The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing.

o A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions.

o A general understanding of data constructs (where is data stored, what systems “own” the data, system of record) what is the availability of data and KPI’s numerical interpretation)

ATTENDANCE/WORK LOCATION

The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.

DISCLAIMER

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.