Banking and Financial Services Jobs in Roseville, MN

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

Job summary

The Business Banking Specialist maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash management, and services new and existing customers in a manner consistent with the sales, service, and operational goals of the bank. The Business Banking Specialist support the commercial banking team by preparing commercial loan documents, loan closings, and providing superior customer service.

Schedule: 40 hours per week, Monday through Friday 8:00am-5:00pm

Essential Job Duties & Responsibilities

• 
  
• Prepares and processes commercial loan documents for Commercial Bankers in preparation for loan closing and forwards file to the Loan Operations Department.
  
• Performs special projects as assigned such as business development reports, loan status reports, loan quality control reports/monitoring, and/or risk based capital reports.
  
• Preparation of various documents including subordination agreements, modification agreements, extension agreements and deeds of reconveyance.
  
• Answers customer inquiries regarding balances, payoffs, collateral, etc. Maintains thorough working knowledge of the products and services, including cash management designed for business & non-profit clients, bank/branch goals, policies, and operating procedures, as well as all current promotions.
  
• Originates consumer and small business loans for business clients. Processes advances on loans and manages loan activity.
  
• Interviews clients and sets up products and services specifically designed to meet the needs of the business and non-profit customers. Calls on existing customers to develop new and/or additional business and to protect and strengthen existing profitable customer relationships. Opens commercial, non-profit and personal deposit accounts, to include preparing signature cards, corporate resolutions and account documentation.
  
• Review daily overdraft report and work with Lender to decision whether to pay or decline check.
  
• Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
  
• Other duties as assigned.
  

Experience and Education

• 
  
• 2+ years in banking experience, preferably commercial lending, lending administration or as a Personal Banker.
  
• High school graduate or equivalent.
  
• Possess knowledge of lending and bank operations.
  
• Ability to communicate both oral and written in a courteous and professional manner.
  
• Strong attention to detail with the ability to compare data from two sources and locate discrepancies.
  
• Ability to work with minimal supervision.
  

The expected starting range for this role is $23.00-$40.38 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.

Securian's Asset Management team is dedicated to enhancing our investment portfolios while effectively managing risks. We are a part of Securian Financial Group, a company committed to helping customers build secure tomorrows through insurance, investments and retirement solutions.

We are seeking a highly skilled and motivated Investment Risk Manager to join our dynamic team. In this role, you will be responsible for building an investment risk framework that allows us to identify, assess, and mitigate risks associated with our investment portfolios. You also will oversee the risk in portfolios related to our reinsurance trusts and other third-party managers.

As the Investment Risk Manager, you'll be required to have a deep understanding of investment risk principles and investment strategies, strong analytical skills, and the ability to communicate effectively and work collaboratively with various departments across Securian Asset Management and its parent company, Securian Financial Group.

• Collaborate with the investment, data, technology, and leadership teams to build an investment risk monitoring framework that will enable efficient monitoring of identified attributes at defined intervals.

• Utilize the investment risk monitoring framework to monitor risks within specific asset classes and across the entire client portfolio.

• Lead discussions among investment professionals and leadership on which risk attributes to monitor and appropriate guidelines for each attribute.

• Initiate notification processes when risk attributes fall outside of established guidelines.

• Conduct stress testing and scenario analysis to evaluate potential impacts on portfolios.

• Raise concerns with portfolio teams and leadership where investment risks fall outside of established guidelines or in anticipation of potential movement outside of guidelines.

• Partner with Securian's Enterprise Risk Management Team to incorporate investment risk controls into our broader enterprise risk management view.

• Maintain knowledge of industry best practices on investment risk oversight.

• Produce ad hoc reporting in support of the CIO, Securian AM leadership, and enterprise partners to provide transparency on investment risk attributes on an as-needed basis.

• Represent the investment risk function when appropriate at various forums (i.e., enterprise committees, fund boards, corporate committees, and corporate boards).

• Develop oversight framework tailored to individual 3rd party relationships, including specific investment guidelines.

• Monitor investment risk attributes of externally managed portfolios.

• Coordinate with enterprise partners on comprehensive 3rd party investment management oversight process.

• Consult with enterprise partners on investment risk considerations for potential new relationships.

Qualifications:

• Bachelor's degree in finance, economics, or a related field

• Minimum of 5 years of experience in risk management within the asset management or insurance industry, with a focus on credit risk

• Strong analytical and quantitative skills

• Demonstrated aptitude for leveraging data and systems to produce effective monitoring and reporting

• Understanding of asset risk theory, relevant analytical and numerical modeling techniques, and industry-standard risk metrics that quantify various dimensions of asset risk

• Excellent communication and presentation skills

• Ability to collaborate and gain buy-in across various teams within Securian AM and the Securian enterprise

• Ability to stand firm in risk management principles and make tough decisions

Preferred Qualifications:

• Advanced degree (e.g. MBA) or professional certification (e.g. CFA, FRM)

• Experience with Clearwater, Bloomberg, Factset, Snowflake, Tableau, Power BI

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules. #LI-Hybrid

*Internal Securian Financial job title for this position is Risk Management Sr. Consultant*

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

At Securian Financial the internal title for this position is Product Sr Analyst or Product Consultant. The title and salary will be determined based on experience and applied skills.

Position Overview

The Risk, Compliance and Law Technology Product Consultant is responsible for driving product direction, defining requirements, and delivering measurable value for products supporting the Risk, Compliance, and Law (RiCoLaw) domain. This role aligns business objectives, customer needs, regulatory requirements, and enterprise risk priorities to deliver reliable, user-friendly, and sustainable technology solutions.

Serving as an agile champion, this role focuses on solving business and customer problems through thoughtful product strategy, backlog prioritization, and data-driven decision making. The Analyst partners closely with stakeholders to define outcomes, identify key performance indicators, and ensure delivery of solutions that support risk-informed decisions and enterprise governance objectives.

This role also serves as a workstream lead across RiCoLaw programming and support systems, contributing to medium to large initiatives and portfolio efforts. By leveraging domain expertise and strong stakeholder engagement, the Analyst helps protect employees, customers, and enterprise value..

Responsibilities include but are not limited to:

Maintenance and System Support (60%):

• Serve as a subject matter expert for Integrated Risk Management tooling, collaborating with cross-functional teams to ensure effective system configuration, alignment with the Common Risk Framework and business strategy, and data quality. This will include development and administration activities within tools.

• Take a consultative approach to create requirements documents for system builds or changes, empowering teams to develop solutions and internal documentation with guidance and knowledge transfer.

• Act as a liaison between vendors and internal customers to identify requirements and implement necessary system changes.

• Oversee releases by reviewing new features, facilitating testing, and developing documentation and communication materials for large implementations.

• Ensure system security through role creation, security groups, and compliance with legal requirements and internal standards.

• Ensure quality, managing ET Standards quality assurance activities, test case creation and documentation.

• Manage team SLA adherence to ET department standards.

• Develop and maintain technical documentation and training materials of system processes

System Enhancements and Optimization (40%):

• Provide leadership and subject matter expertise to a diverse set of stakeholders from the business, portfolio management, governance teams (Enterprise Architecture, ECS, etc.), and technical areas to articulate the business need and ensure technical solutions meet business objectives and goals. (Business case development and value optimization)

• Collaborate with Module Leads and Business Owners, leadership, and the RiCoLaw/Corporate Services Technology team to understand end-user needs, evaluate processes, and identify automation opportunities across functional areas.

• Act as a change agent for systems in our portfolio, enhancing capabilities to drive adoption, improve efficiency, and enhance user experience.

• Provide assessment and impact analysis of feature releases and lead optimization projects to maximize system potential for business users.

• Assist the Product Owner in developing the product roadmap, aligning capabilities with business objectives, and recommending improvements to streamline processes and enhance the end-user experience.

• Serve as a technology lead to ensure the success, adoption and innovation of current and future technology solutions

Other duties:

• Perform project management activities as needed to drive technology solutions that meet business outcomes. Manage small to medium sized projects. Drive decisions related to project planning, execution and closure. Assist with the research, selection, implementation and management and roll out of new technology solutions. Continually assesses business needs and implements solutions that will ensure customer expectations are met or exceeded by enhancing system capability and performance. Contribute to the ongoing change review process and advises on priority, impact, and cost of new change requests. Serves as system administrator for required platforms and ensures our systems are ran safely and securely. Enforce ET operating principles into business strategies

• Manage the requirements effort on small, less complex assignments. Utilize knowledge and experience from requirements reviews and testing activities to produce requirements used as a guideline for application development and test planning. Apply the appropriate requirements techniques, tools and templates based on the Solution Delivery Approach (e.g., traditional or Agile), project complexity and size.

  • Develop and communicate the requirements plan.

  • Identify resources for elicitation, capture the business need, document elicitation results and confirm expressed stakeholder requirements and concerns.

  • Produce quality requirements which meet the business needs, objectives and acceptance criteria to be used for design, development, testing and user acceptance.

  • Manage the requirements approval, baseline, solution validation and change management activities.

  • Finalize and archive all requirements related documentation.

• Responsible for providing leadership to all project stakeholders to coordinate decisions related to planning, development, design, testing and implementation of business solutions. This requires extensive knowledge of multiple division products and plans, proprietary business processes and systems, business workflow, vendor systems, contractual, client and\or regulatory requirements.

Qualifications

• Bachelor's Degree or an equivalent combination of education and directly related work experience required.

• In-depth understanding of Governance, Risk, and Compliance (GRC) or Integrated Risk Management (IRM) domains and work experience.

• Experience in system life-cycle phases, requirements elicitation, analysis, design (which includes Securian Governance processes), quality assurance testing, implementation, deployment, and system upgrades.

• Ability to effectively present technical and functional information in a manner that is understandable to all levels of the organization.

• Project management experience with demonstrated ability to multi-task and prioritize.

• Advanced analytical skills including excellent problem-solving skills with an understanding of core Integrated Risk Management business practices

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

#LI-hybrid **This position will be in a hybrid working arrangement.**

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

To view our privacy statement click here

To view our legal statement click here

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.

Our client is seeking a Custody Operations Analyst looking to grow their career in the banking industry and join their Reference Data Support team of 6 in St. Paul, MN. This person will be inputting coding data for other teams to utilize in their system. This involves working in a shared inbox and out of queue to input codes into multiple applications as well as back end processing and running reports, while confirming accuracy. The volume of requests can vary around 20-40 a day with same day deadlines and action items. The team will run reports and searches for reconciliation and accuracy. Therefore, the ideal candidate has experience working with deadlines, maintaining a strong attention to detail, great communication, work ethic and comfortable with repetitive tasks.

Required Skills & Experience:

• Bachelor's Degree or Associates with 2 years of experience
• Corporate Office Experience / Microsoft Office Products
• Strong Attention to Detail
• Microsoft Office Products: Excel - Pivot Tables - V-Look Ups - Knowledge of Macros
• Great communication, energy, and work ethic

Nice to Have Skills & Experience:

• Accounting, Finance, Science, Business Admin (background/ education)
• Experience working with task management

Pay Rate: $18-19/hour depending on experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience

• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)

• Paid sick leave as determined by state or local ordinance, prorated based on start date

• Paid holidays (7 days per year, based on start date)

• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Role Summary

The Marketing Specialist on the Distribution Marketing Team plays a critical role in supporting TFL’s growth strategy by helping brokers and agents succeed. This associate works closely with the Marketing Manager and the Distribution team to execute marketing plans, manage sales email campaigns and webinars, and deliver content and tools that drive leads, support sales conversion, and recruit independent brokers.

This role is ideal for someone who is energized by marketing that drives measurable results. The associate will be a strong writer, tech-savvy, and collaborative, with the ability to write content, make website updates, manage email campaigns and webinars, create social content, and generate creative ideas that help producers sell more effectively.

Key Accountabilities

• Support the Distribution Marketing Team Lead with marketing plan execution, lead-gen program development and campaign coordination.
• Take ownership of program logistics: scheduling, content collection, coordination, and execution for public-facing workshops and webinars.
• Proofread, write, and edit content for broker/agent communications; conduct research and reporting as assigned.
• Develop social media (primarily LinkedIn) and other marketing content that supports broker engagement and recruitment.
• Manage sales email, workshop and webinar communications, ensuring timely, accurate, and brand-aligned messaging to brokers and agents.
• Measure and report on campaign performance, providing insights for improvement.

Qualifications & Skills

• Bachelor’s degree in Marketing, Advertising, Communications, or related field (or equivalent experience).
• 3-5 years of experience in marketing or communications preferred. Life insurance, insurance, or financial services experience a plus.
• Strong writing, editing and proofreading skills with attention to detail.
• Familiarity with social media platforms (LinkedIn required) and email marketing tools; ability to manage campaigns end-to-end.
• Tech-savvy with experience in website CMS editors and an interest in marketing automation and analytics.
• Ability to analyze campaign performance and prepare reports.
• Collaborative mindset and ability to work closely with sales and marketing teams.
• Self-starter with strong problem-solving skills; able to work independently and create solutions without step-by-step guidance.
• Interest in learning about financial products and distribution channels.