Alt Alpha Financial Technologies Jobs in Usa

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• Track, gate, and reconcile external spend vs contracted amounts.
  
• Resolve payment issues and manage outstanding balances.
  
• Utilize internal systems to create, collect, summarize, analyze, and consolidate payment history and reconcile with plans.
  
• Accurately enter plan and track actuals for invoice payments and milestone schedules.
  
• Work with cross-functional partners to ensure accurate spend tracking.
  
• Review contracts, purchase orders (POs), and vendor invoices to support financial tracking and invoice resolution.
  
• Support third-party vendors, outsourcing partners, and internal research teams.
  
• Coordinate across multiple projects, departments, and stakeholders.
  
• Challenge the status quo and ensure accuracy of final deliverables.
  
• Contribute to process improvement and operational efficiency initiatives.
  
• Maintain clear communication with internal teams and external partners regarding payments, invoices, and contracts.
  

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• Bachelor's or Associate's degree preferred. High School diploma considered if 5+ years of relevant experience.
  

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• 1-2+ years with Associate/Bachelor's degree OR 5+ years with High School diploma.
  
• Strong experience in SAP, preferably SAP S/4HANA.
  
• Strong proficiency in Excel (minimum 2+ years), including formulas, VLOOKUPs, and pivot tables.
  
• Experience with purchase orders, invoices, and vendor contracts.
  
• Background in contract financial management and spend reconciliation.
  
• Experience in invoice resolution and payment discrepancy handling.
  
• Familiarity with procurement processes and milestone-based vendor payments.
  

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• Strong analytical, organizational, and team skills; ability to work independently in a matrix environment.
  
• Excellent communication and coordination skills; comfortable interacting with multiple stakeholders.
  
• Ability to multi-task and adapt quickly to change.
  
• Familiarity with financial/accounting principles, budgets, and contracted spend.
  
• Strong attention to detail and accountability for accuracy.
  
• Comfortable reading and interpreting contracts.
  

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• Exposure to SAP S/4HANA, shopping cart creation, and purchase requisitions.
  
• Experience working in procurement, outsourcing, or business operations finance.
  
• Experience supporting scientific or research teams in a financial capacity (science knowledge not required).
  
• Familiarity with financial reporting tools.
  

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• Forecasting responsibilities are limited to invoice timing and milestone payments, not budget creation or financial planning.
  
• The role requires professional communication with scientists and other stakeholders to gather financial data for tracking and milestone forecasting.
  
• Industry experience is flexible-candidates from healthcare, pharma, or other industries with procurement, invoicing, and financial process experience are welcome.
  
• Strong purchasing experience can compensate for limited SAP shopping cart experience; training will be provided.
  

Company Overview:

Our client is a Dallas-based, privately held real estate investment firm with a national footprint and a long-standing focus on middle-market, value-oriented strategies. The firm specializes in complex recapitalizations, structured equity solutions, and operationally driven repositionings across multiple commercial real estate asset classes, with a primary emphasis on high-growth Sunbelt markets. Since inception, the platform has acquired and managed over $11B+ of real estate assets through a series of fully discretionary investment vehicles and currently oversees approximately $2B of assets under management. The firm is an active owner and investor across the capital stack, often in situations requiring creative structuring, institutional judgment, and hands-on execution, with a consistent focus on capital preservation and long-term value creation. Our client primarily invests in retail (open-air, high-traffic), residential (multifamily, single-family, lot development in Sunbelt markets), and industrial (infill, older vintage) sectors.

Position Overview:

The Chief Financial Officer will serve as a pivotal member of the executive leadership team, acting as the primary architect of the firm’s financial strategy and operational framework. This role demands a sophisticated, hands-on leader who can seamlessly bridge the gap between high-level capital planning and technical execution across all fund, partnership, and management entities. Beyond overseeing institutional-grade reporting and internal accounting functions, the CFO will be a proactive strategic partner, leveraging deep industry expertise to anticipate market shifts and optimize the firm’s financial technology and service provider relationships. This is a definitive opportunity for an ascending executive to take ownership of a premier platform and drive the long-term fiscal health and scalability of our client’s investment operations.

Responsibilities:

Fund Management & Investor Reporting

• Oversee quarterly financial reporting for all funds and partnerships, ensuring accuracy, consistency, and institutional-quality delivery.
• Manage capital planning and liquidity across the platform, including capital calls, distributions, subscription lines, fee calculations, carried interest allocations, and GP/LP waterfall mechanics.
• Coordinate annual audits and tax filings, ensuring timely delivery of K-1s and compliance with LP and side-letter obligations.
• Support investor information requests and DDQs in partnership with senior leadership (not a front-facing fundraising role).

Corporate Finance & Strategic Planning

• Lead budgeting, forecasting, headcount planning, and long-range financial planning for the management company.
• Provide CFO-level input on fund formation, co-invest structures, GP commitments, and credit facilities.
• Support senior leadership with scenario analysis, financial modeling, and strategic decision-making.

Accounting, Treasury, Risk & Compliance

• Oversee GAAP-compliant accounting across multiple funds and the management company.
• Strengthen internal controls, policies, and procedures while preserving an entrepreneurial operating environment.
• Manage treasury functions, cash planning, and intercompany activity.
• Oversee SEC compliance as a registered investment advisor, including reporting, testing, and policy administration.
• Lead relationships with auditors, tax advisors, legal counsel, and insurance providers.

Systems, Infrastructure & Team Leadership

• Oversee financial systems, fund administration, reporting tools, and Excel-based capital planning models.
• Drive process improvement, automation, and scalability as AUM and transaction complexity grow.
• Lead and develop a lean, high-performing finance and accounting team, working closely with a long-tenured accounting lead who manages day-to-day reporting.

Qualifications:

• 12–20+ years of senior finance and accounting experience within real estate private equity, investment management, or a similar alternative asset platform.
• CPA required; MBA or other advanced degree preferred.
• Deep expertise in real estate fund accounting, partnership structures, promote waterfalls, and institutional LP reporting.
• Experience operating in lean, entrepreneurial environments where senior leaders remain hands-on.
• Strong judgment, attention to detail, and the ability to proactively manage complexity across multiple funds and entities.
• Trusted partner to senior leadership with the presence and credibility to influence without bureaucracy.
• Ideally Dallas-based or with strong ties to the market.

Company Overview

DTS is an independent, locally owned and operated technology solutions provider headquartered in Bloomington, MN. Our unique approach involves improving the business of our clients and enhancing the lives of our employees. We believe this philosophy leads to success for everyone. DTS offers a chance to work in an environment that provides for personal growth and development, working with team members who take pride in producing high quality results.

Summary

DTS is seeking motivated, results-driven sales professionals to generate new business revenue across the Twin Cities metro area. In this role, you will drive office technology sales growth by engaging with prospects and positioning our innovative solutions, while maintaining ongoing client relationships to support account growth and long-term success. You will play a key role in supporting our commitment to solving technology challenges through IT, Print, Voice, Cloud, and Security solutions. We offer a competitive salary, excellent commission plan, and outstanding benefits. DTS is an Equal Opportunity Employer.

What We Offer

• Incredible culture! We celebrate your wins and will help you get more! 
• Base salary plus variable commission and bonuses
• All-inclusive Eagle’s Club trip for top performers
• Comprehensive benefits package including paid time off, 401k, and auto allowance
• Proven sales process and dedicated pre-sales support

Responsibilities

• Prospect and generate leads through cold outreach, networking, and referrals
• Conduct discovery meetings to understand client environments and pain points
• Drive the sales process by turning client meetings into proposals, and proposals into deals
• Conduct product demonstrations and showcase the benefits of our technology solutions
• Own the sales cycle from discovery to close
• Develop and execute on territory plans to exceed sales targets
• Maintain accurate records in CRM and provide regular forecasts
• Collaborate with internal teams to support post-sale activities
• Build client relationships, support account growth, and ensure long-term success

Qualifications

• Proven experience in outside sales or similar role, preferably in technology solutions
• Proven success in meeting or exceeding sales quotas
• Strong business acumen and understanding of technology solutions
• Excellent communication, presentation, and negotiation skills
• Familiarity with Salesforce or similar CRM software is a plus

Requirements

• Valid driver's license
• Ability to sit and stand for extended periods
• Ability to lift and carry up to 20 pounds
• Frequent use of a computer, including keyboard and mouse
• Typing proficiency of 40+ words per minute

If you are ready to take your sales career to the next level and make a significant impact at DTS, we invite you to apply today!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Travel reimbursement
• Vision insurance

Compensation Package:

• Base salary + auto allowance
• Commission pay
• Monthly, quarterly and annual bonuses
• Eagles Club trip for top performers

Schedule:

• Monday to Friday

Work Location: In person

*Securian Financial Groups internal position title isEngineering Senior Analyst. It is eligible to be hired at the Senior Analyst or Consultant levels depending on the skills, experience, and qualifications of the candidate.

Position Summary:

Securian Financial is seeking a motivated Financial Systems Engineer to join our Financial Product Ecosystem (FPE) team, where you'll help shape the future of the enterprise-wide SAP financial system. In this hybrid role, you'll collaborate with cross-functional teams to define requirements, enhance systems, and drive innovation in an agile environment. Ideal for someone with a background in software development and a passion for continuous learning, this position offers the opportunity to grow expertise in SAP technologies while making a tangible impact on financial operations and decision-making.

Responsibilities include but not limited to:

Product & Stakeholder Collaboration

• Partner with Product Owners, System Architects, and business stakeholders to define user stories and deliver effective solutions in an agile environment.
• Own and manage incoming projects, ensuring alignment with business goals and timelines.

System Enhancement & Support

• Lead enhancements and troubleshoot issues across the SAP ecosystem.
• Support batch process resolution, including job setup, updates, and root cause analysis. This includes participation in an overnight on-call rotation quarterly for a total of approximately 2-3 weeks a quarter, supported by a collaborative team structure.

Quality & Documentation

• Ensure deliverables are testable, well-documented, and meet the needs of both technical and non-technical audiences.
• Assist with audit and security activities to maintain data integrity and compliance.

Technology Leadership & Learning

• Serve as a technical thought leader for current and future solutions, driving adoption and innovation as well as bridging the gap between technical work and business functional knowledge.
• Build expertise in SAP technologies including:
• Core SAP Tools: ABAP and FPSL (Financial Product Sub-Ledger)
• Programming & Integration: Java, Python, REST, SOAP, ABAP, HANA SDI
• Scheduling & Reporting: Control-M, SAP Fiori Tiles

Continuous Improvement

• Stay ahead of evolving technologies and proactively identify opportunities to improve system performance and user experience.

Qualifications:

• Previous experience working with financial systems such as SAP.
• Hands-on software development experience, including configuring and debugging enterprise applications using technologies such as Java, Python, REST, and SOAP.
• Familiarity with platforms such as AWS, ABAP, and HANA SDI, with a demonstrated ability to quickly ramp up in new tools.
• Strategic and analytical thinker with strong creative problem-solving skills and attention to detail.
• Experienced in agile methodologies with the ability to adapt to shifting priorities and manage multiple tasks under pressure.
• Advanced communication, facilitation, and interpersonal skills to engage diverse stakeholders and lead discussions effectively.
  

Preferred Qualifications:

• 3-6 years of experience as an engineering or product analyst, with a proven track record of delivering measurable business outcomes.
• Hands-on experience with SAP modules such as ABAP and FPSL.
• Bachelor's degree in Computer Science, Finance, Business, or a related field.
• Proficient in Control-M for batch scheduling and SAP Fiori Tiles for operational reporting.
• Strong understanding of batch processing, auditing practices, and financial/operational reporting workflows.
• Proven ability to communicate effectively with customers and stakeholders to ensure alignment with business goals.
  

#LI-Hybrid**This position willhave a hybrid working arrangement, workingin-officefor a minimum of3days aweek.**

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. Ifyou'reina commutable distance (90 minutes)you'lljoin 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.

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

Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.

About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.

Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.

Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.

Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.

The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.

Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.

Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.

Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.

Job Duty 4 -
Manage the maintenance of unit financial related files and records

Job Duty 5 -
Monitor and maintain records of unit purchases.

Job Duty 6 -
Supervise, train and develop unit financial staff

Job Duty 7 -
Advise unit management regarding financial issues.

Job Duty 8 -
Perform other duties as assigned

Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience

Required Experience
Five to six years of job related experience

• Higher Education Experience
• Workday Financial Systems
• Research Administration/Post Award Support
• Certified Research Administrator (CRA)
• Business Analyst Experience

SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.

The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.

The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.

Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.

Salary range: $80,000.00 to $88,000.00 Based on Experience and Education

Location: Atlanta, GA

Job grade: G08

This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.

A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening

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

Sr. Financial Systems Analyst

Chicago, IL (Hybrid)

The American Medical Association (AMA) is the nation's largest professional Association of physicians and a non-profit organization. We are a unifying voice and powerful ally for America's physicians, the patients they care for, and the promise of a healthier nation. To be part of the AMA is to be part of our Mission to promote the art and science of medicine and the betterment of public health.

At AMA, our mission to improve the health of the nation starts with our people. We foster an inclusive, people-first culture where every employee is empowered to perform at their best. Together, we advance meaningful change in health care and the communities we serve.

We encourage and support professional development for our employees, and we are dedicated to social responsibility. We invite you to learn more about us and we look forward to getting to know you.

We have an opportunity at our corporate offices in Chicago for a Sr. Financial Systems Analyst on our Finance team. This is a hybrid position reporting into our Chicago, IL office, requiring 3 days a week in the office.

As a Sr. Financial Systems Analyst, you will provide administrative
and functional maintenance and support for AMA's financial applications,
including Infor/Lawson, Oracle EPM (Hyperion), Blackline, Ironclad, Concur, and
other Finance-led systems. Focus on business process management, system
utilization, and ensuring data integrity across Finance. Liaise
with internal customers, functional areas and IT resources as well as external
vendors including hosting and SaaS providers.

RESPONSIBILITIES:

Financial Systems Management

• Provide functional support for month-end closing activities, monitor interfaces, troubleshoot user issues, meta-data maintenance, and financial systems operation.
• Perform requirement gathering, analysis, documentation, and coordination of system enhancements or configuration changes based on Finance business needs.
• Conduct testing and user acceptance for system changes.
• Identify system issues by understanding Finance business processes and develop solutions to resolve the issues.
• Collaborate with internal customers, functional areas, and IT resources to evaluate opportunities for system optimization.
• Participate in troubleshooting sessions for system issues, proposing business-side solutions and providing subject matter expertise.
• Maintain the security, confidentiality, and integrity of data on all AMA financial systems.

Documentation, Process, and Project Management

• Document and analyze business processes, system configuration, and user procedures.
• Support transition planning, system upgrades, and releases in conjunction with IT and vendors, providing business-side expertise and functional testing.
• Provide input on changes requests and assist in evaluating system impacts.
• Prepare training materials and support end users.
• Work on cross-departmental initiatives to streamline processes/workflows to improve efficiency of monthly financial closes.

Technical Collaboration

• Perform limited hands-on scripting, including simple SQL queries,
• Collaborate with IT teams for complex technical tasks, integrations, and technical troubleshooting.
• Work with system vendors and IT to support system upgrades, enhancements, and drive issue resolution.
• Document data flows between Finance systems and assist in defining requirements for integrations.

May include other responsibilities as assigned

REQUIREMENTS:

1. Bachelor's Degree in Finance, Accounting, Information Systems,
   or a related field required.
2. 5+ years of experience working on finance business processes and
   a suite of financial applications including Infor/Lawson or similar ERP systems
   required.
3. In depth expertise with multiple financial system cycles including
   accounts receivable, accounts payable, general ledger and bank settlement
   processes.
4. Demonstrated ability to gather and document business
   requirements, assist with solution configuration / design, and coordinate user
   acceptance testing.
5. Strong collaboration skills with IT and vendors.
6. Working knowledge of both relational and multi-dimensional data
   modeling concepts and processes using Microsoft SQL.
7. Strong analytical and problem-solving skills, with the ability
   to understand complex financial definitions and information and grasp
   technology concepts.
8. Demonstrated experience supporting, configuring, and
   administering financial systems, ideally Oracle Lawson, Hyperion, Concur, or
   similar ERP platforms, including coordinating enhancements with IT and vendors.
9. Excellent written and oral communication skills to translate
   business needs into clear requirements for IT partners.

The American Medical Association is located at 330 N. Wabash Avenue, Chicago, IL 60611 and is convenient to all public transportation in Chicago.

This role is an exempt position, and the salary range for this position is $87,394-$115,797. This is the lowest to highest salary we believe we would pay for this role at the time of this posting. An employee's pay within the salary range will be determined by a variety of factors including but not limited to business consideration and geographical location, as well as candidate qualifications, such as skills, education, and experience. Employees are also eligible to participate in an incentive plan. To learn more about the American Medical Association's benefits offerings, please click here.

We are an equal opportunity employer, committed to diversity in our workforce. All qualified applicants will receive consideration for employment. As an EOE/AA employer, the American Medical Association will not discriminate in its employment practices due to an applicant's race, color, religion, sex, age, national origin, sexual orientation, gender identity and veteran or disability status.

THE AMA IS COMMITTED TO IMPROVING THE HEALTH OF THE NATION

40

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay Range: $37.19 - $46.88

Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.

Business development and client relationship building

• 
  
• Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  
• Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  
• Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  
• Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  
• Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  
• Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  
• Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
  
• Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
  

Cultivate and maintain productive working rapport with credit union personnel on all levels

• 
  
• Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  
• Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  
• Serve as subject matter expertise
  
• Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  
• Mentor licensed Bankers and FC1 within assigned market
  

Personal and professional development

• 
  
• Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  
• Maintain industry education and work toward advanced designations (CFP, ChFC)
  

Maintain excellent compliance and operational standards.

• 
  
• Understand and adhere to all internal written supervisory principals
  
• Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  
• Timely completion of all required regulatory continuing education
  
• Proficiency with all paperwork and processes
  

• 
  
• Bachelor's degree or 4 years of equivalent directly related experience
  
• Minimum of 6 years directly related experience
  
• Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  
• Must have experience in providing planning and implementing strategies (software and product solution expertise)
  
• Strong Knowledge of investment and insurance products
  
• Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper
  

• 
  
• CFP, ChFC
  
• Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.

Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.

The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.

The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:

• 
  
• Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
  
• Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
  
• Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
  
• Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
  
• Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
  
• Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
  
• Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
  
• Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
  
• Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
  
• Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
  
• Identify opportunities for new or follow‑on business and assists in creating change orders.
  
• Provide thought leadership to the growth of the Practice
  
• Participate in strategic planning activities and business case development.
  
• Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
  
• Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
  
• Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
  
• Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
  
• Maintains knowledge of technologies, industry trends, standards and design techniques.
  

• 
  
• 10+ years ERP implementation experience
  
• Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
  
• Public Sector domain (city/state/local/county government) experience considered an asset
  
• Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
  
• Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
  
• Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
  
• Ability to work in a fast‑paced environment with a diverse group of people
  
• Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
  
• Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
  
• Organized and detailed oriented
  
• Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
  
• Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
  
• Ability to work on multiple projects concurrently
  
• 4‑year Bachelor degree (or equivalent experience)
  

IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.

Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.

This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.

About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.

You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.

This is a true growth opportunity.

You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.

What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392

The Miami, Ft. Lauderdale and Tampa offices of Akerman LLP seek Associates with 3 to 5 years of experience in commercial litigation for the Consumer Financial Services, Data and Technology Practice Group. Excellent legal research, writing and analytical skills, as well as federal and state court experience are required. Financial institutions litigation experience is preferred. Must possess a Juris Doctor degree from an ABA accredited law school and be a member of The Florida Bar.

About the Firm

Founded in 1920, Akerman is recognized as one of the country's premier law firms, with more than 700 lawyers in 25 offices throughout the United States. To learn more about our firm, please visit us at Recognitions

• Top 100 U.S. Law Firms (The American Lawyer)
• Among the Most Innovative Law Firms (Financial Times)
• Ranked among 100 Most Prestigious U.S. Law Firms (Vault)
• Ranked among the Top Large Law Firms for Diversity (Law360)
• Ranked among the Top 30 Large Law Firms for Gender Equity (Law360)
• Leadership Council on Legal Diversity, 2023 Top Performer

Equal Employment Opportunity Policy

We are committed to providing a supportive and inclusive environment where all individuals can reach their full potential, no matter their race, color, sex, religion, national origin, age, disability, marital status, gender identity/expression, sexual orientation or genetic makeup.

Note to Search Firms

Akerman LLP will not accept unsolicited resumes or other unsolicited candidate information from Search Firms. Submissions will only be considered when a fully executed fee agreement is in place. Search firms should contact for additional information.

Are you a leader who has the following traits?

• Competitive
• Business-minded
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

We're proud to be recognized by the following organizations6

• Fortune 2024: World's Most Admired Companies
• Handshake 2025: Early Talent Award
• Forbes 2024: America's Best Employers for Diversity
• Seramount: 2024 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide clients

• 5.1 million LIVES PROTECTED.
• Includes all owners of individual life insurance and annuity policies.
• $983 million LIFETIME ANNUITY INCOME PAID.
• Includes all payouts on individual income annuity products.
• $6 billion IN LIVING BENEFITS AWARDED.
• Includes life and annuity cash value accumulation and qualifying policy dividends paid.
• Dividends are not guaranteed.
• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
• Includes term, whole, and universal life.

$120,555

• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
  
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
  
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
  
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
  
• Develop and deliver risk management strategies for each customer based on their risk profile
  

What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.

You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. 

• High school diploma required; bachelor’s degree preferred
  
• Some experience with accounting or sales lead software is beneficial
  
• Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
  
• Some computer skills with ability to use Microsoft Office is required
  

• Experience in financial services or insurance industry is preferred, but not required.
• Ability to build and maintain strong client relationships through effective communication and trust-building.
• Proven track record of meeting or exceeding sales targets and quotas.
• Strong analytical skills to assess client needs and develop tailored financial solutions.
• Ability to stay informed about industry trends and regulatory requirements.
• Excellent organizational skills to manage multiple client accounts and documentation efficiently.
• Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

Compensation details: 12 Yearly Salary

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