Carson Wealth Address Jobs in Usa

The Personal Lines Risk Manager is responsible for working directly with our Wealth Managers and their clientele to provide a comprehensive insurance approach to their personal insurance needs. They will provide quotes, explain coverages, and communicate with clients to determine how we can best serve them from a personal insurance standpoint.

The Personal Lines Risk Manager has a service‐driven personality and is experienced at marketing complex personal insurance risks. They will determine appropriate markets and work directly with companies to place personal insurance plans ranging from home, auto, umbrella, collections, boats, and secondary dwellings.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Promptly address requests received from Wealth Managers, clients, and carriers regarding insurance quote status, coverage, claims, or administrative issues.
• Creates ACORD and various other company applications as needed to place coverages requested.
• Submits applications, loss runs, etc. to various markets to obtain quotes as quickly as possible.
• Reviews quotes and resolves any discrepancies directly with the underwriter and communicates final quotes to clients.
• Prepares summaries of insurance, schedules and proposals for Customers as needed.
• Confirms binding of coverage with carriers and issues binders.
• Issues Auto IDs for new business policies as needed.
• Invoices agency‐billed policies and executes premium finance agreements as needed.

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Property and Casualty Insurance Agents License in Kansas or Missouri.
• Able to market and place insurance coverage promptly and independently –
• identifies appropriate markets, submits risks for quotes, presents quotes to insured, and binds coverage as elected.
• Strong communication skills and the ability to receive, interpret, and respond to complex issues.
• An ongoing effort to obtain professional designations such as CISR, CIC.
• Strong relationship‐building skills with Wealth Managers, companies, clients, and colleagues.
• Ability to be a team player and adapt to a fast‐paced, ever‐changing work environment with a positive attitude.
• High‐level multi‐tasker

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below:

· You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters –

o Drafting and implementing robust estate plans tailored to each client's financial and personal objectives;

o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth;

o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and

o Working closely with clients' broader advisory team (financial planners, accountants) and alongside the firm's tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates.

· With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals.

· This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance).

· Elevation typically occurs in the 10th year of practice.

· Cravath-scale salary.

· Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice).

*Current experience as a trust & estate associate at an AmLaw firm is required*

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.

THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.

You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.

WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

• Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
• Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
• Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
• Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
• Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
• Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
• Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions

Relationship Management & Business Development

• Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
• Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
• Participate in client reviews, strategic account planning, and new business presentations
• Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
• Drive client acquisition through referrals and exceptional service delivery

Risk Assessment & Strategy Development

• Design tailored risk management and loss control strategies aligned with client objectives
• Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
• Develop evaluation frameworks, risk management deliverables, and issue identification protocols
• Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
• Create strategies to build resilience, improve insurability, and enhance overall risk performance

Emergency Planning & Preparedness

• Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
• Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
• Work with Yacht Practice on marine emergency and evacuation planning
• Build crisis readiness programs for high-value residences and assets

Training, Education & Thought Leadership

• Develop site-specific training plans with clients and carrier partners
• Create and deliver national and regional educational webinars supporting marketing efforts
• Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
• Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
• Support media interviews and speaking opportunities at industry events

Compliance & Carrier Relations

• Review and analyze carrier risk management and loss control requirements
• Assist clients with compliance planning and implementation
• Develop and manage strategic relationships with insurance carrier and vendor partners

Dashboard & Tracking

• Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
• Measure and report on consulting impact, client satisfaction, and program effectiveness

Communication & Collaboration

• Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
• Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
• Proactively communicate with stakeholders, address concerns, and set clear expectations
• Contribute to strategic account reviews and continuous growth planning for our consulting practice

Additional Responsibilities

• Lead risk management initiatives using accepted project management and consulting best practices
• Contribute to internal crisis management team activities
• Support special projects as assigned

WHAT YOU BRING

Required Experience & Education

• Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
• Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
• Deep understanding of personal lines coverages and risk analysis
• Strong client-facing presence with consultative mindset
• University degree required, Master's degree in relevant field preferred

Professional Development

• Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
• Commitment to ongoing professional development and industry knowledge

Skills & Competencies

• Exceptional analytical and problem-solving capabilities
• Strong project management skills with ability to manage multiple complex engagements
• Excellent written and verbal communication skills in English
• High attention to detail and accuracy
• Ability to work under pressure and consistently meet deadlines
• Proficient with Microsoft Office suite
• Highly self-motivated with demonstrated ability to work independently with limited supervision
• Varied industry experience across multiple sectors desirable

Travel & Work Requirements

• Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
• Flexibility to work beyond normally scheduled workweek as necessary

WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

• Comprehensive health and wellness benefits
• Professional development and continuing education support
• Career advancement opportunities within a top-5 global broker
• Collaborative, high-performance culture
• Access to cutting-edge risk management tools and resources

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position supports senior bank and department management to be compliant with bank and investor guidelines with portfolio and investor mortgage loans, by conducting legal servicing (foreclosure and bankruptcy) functions.

Essential Responsibilities:

• Supports CRES management in conducting legal servicing functions, in order to effectively protect bank and investor collateral by, but not limited to:
  • Foreclosure, from referral to sale/auction
  • Bankruptcy, from filing/proof of claim to discharge/dismissal
  • Administrative, from investor to protective advance workflows
  • Insurance claims, from mortgage guarantee to total loss claims
  • Legal servicing requests
• Develops, maintains, and administers policies and procedures established and guided by the bank, investor, and/or regulatory agencies, to remain in compliance
• Collaborates with:
  • All CRES staff to ensure borrowers are properly addressed regarding:
    • Remedying foreclosure actions
    • Handling bankruptcy accounts
  • Home retention (collections and loss mitigation) staff for:
    • Deed-in-lieu of foreclosures
    • Short sales
  • Other departments and branches to improve or develop effective practices, address needs, and expand on opportunities
  • Investors as applicable for secondary market accounts
• Performs all collection and servicing staff duties as needed
• Other duties as assigned

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the CRES Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• Bachelor's Degree or equivalent specialized training and work experience required
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing, and grammar skills
• Excellent mathematical skills
• Proficient communicative skills.
• Must be able to demonstrate ability to analyze data from reports/workbooks and have thorough knowledge of Excel
• Ability to create, implement, and maintain workflows bases on regulatory guidelines
• Highly organized; results driven with competency to meet demands of proficiency, effectiveness, and efficiency.
• Must be collaborative, have the ability to adapt and reprioritize, and have an independently objective mindset
• Must be able to consistently demonstrate the Company's core values; integrity, excellence, and teamwork

Experience:

• Minimum of two (2) years with collections, foreclosure, bankruptcy, loss mitigation, finance, accounting, legal, or real estate fields strongly preferred.

Hours: 40 hours/week (some OT including night, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position supports senior bank and department management to be compliant with bank investor guidelines with portfolio and investor mortgage loans, by conducting loss mitigation functions.

Essential Responsibilities:

Supports CRES management in conducting loss mitigation functions, in order to effectively assist borrows to maximize home retention, and protect bank and investor collateral and interests by, but not limited to:

• Working directly with distressed borrowers to assess their situations and discuss potential loss mitigations options
• Processing and administering loss mitigation plans once appropriate reviews and approvals are provided, which includes but not limited to: reinstatements, forbearances, repayment plans and modifications

Develops, maintains and administers policies and procedures established and guided by the bank, investor, and/or regulatory agencies, to remain in compliance

Collaborates with:

• All CRES staff to ensure borrowers are properly addressed regarding loss mitigation options, inquires, and assistance
• Other departments and branches to improve or develop effective practices, address needs, and expand on opportunities
• Investors as applicable for secondary market accounts

Supports CRES management in determining the best financial and integral course of action for default accounts or miscellaneous mortgage servicing requests

Performs all collection and servicing staff duties as needed

Other duties as assigned or directed

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the CRES Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• A.A. or A.S. degree required
• B.S. degree strongly preferred
• Business field of study strongly preferred
• Work evenings, holidays and weekends as needed
• All applicants must be 18 years of age or older

Skills:

• Proficient reading, writing and grammar skills
• Excellent mathematical skills
• Thorough knowledge of Excel
• Proficient communicative skills
• Ability to create, implement and maintain workflows based on regulatory guidelines
• Highly organized; results driven with competency to meet demands of proficiency, effectiveness and efficiency
• Demonstrated ability to analyze data from reports/workbooks
• Must be collaborative, have the ability to adapt and reprioritize, and have an independently objective mindset

Experience:

• Minimum of two (2) years with collections, foreclosure, bankruptcy, finance, accounting, legal or real estate fields strongly preferred

Hours: 40 hours/week (some OT incuding night, weekends & holidays)

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your key responsibilities

A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations
• Incumbent has specialized depth and/or breadth of expertise
• Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
• Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
• Experience managing budgets, people, and projects
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

We are currently seeking Full Time, BE/BC Internal Medicine Residency Trained Physicians to join a very busy, established, Out-Patient, Internal Medicine Clinic. Candidates will be busy from the start! These are Full Time positions, M-F, Days.

Incentives:

• Competitive Annual Compensation
• Generous Sign on Bonus
• Educational Loan Assistance
• Relocation Assistance
• PTO
• Full Benefits (Medical, Dental, Vision)
• CME Reimbursement
• Excellent Support Staff
• Clinic Call Only - Hospital has an excellent Hospitalist Team
• Clinic located in Medical Office Building connected to the Hospital

About the Hospital:

The Hospital is a 116-bed modern medical facility located in Southwestern Virginia. It s the first green hospital in Southwest Virginia certified by LEED and Energy Star. The facility offers a wide range of services including a 24-hour interventional cardiology program, critical care services, diagnostic imaging services, emergency services, a family birth center with a full-time pediatric hospitalist team, women s services, laboratory services with direct access testing, outpatient rehabilitation services, palliative care, a sleep center and surgical services including an Outpatient Surgery Center. The Hospital is also home to a Regional Cancer Center, which provides comprehensive cancer treatment that includes medical and radiation oncology, diagnostic radiology, and laboratory services. The Hospital prides itself on addressing the primary care needs throughout the region through its Family Medicine Residency Program and Internal Medicine Residency Program, as well as an Advanced Education in General Dentistry residency program, which supports the Dental Center.

Community:

Nestled in the Virginia Highlands, the area is within driving distance of Knoxville and Nashville and is home to an excellent school system and a wealth of social, community, and religious organizations. This small town is known for bigger-city amenities. If you are seeking the perfect balance of personal and professional growth, you won't find a better home than our Hospital.

APPLY NOW or TEXT Position ID # & email address to for more details.

We have openings nationwide, so when applying please include your CV, all states of interest, and citizenship status: US Citizen, Green Card, J1, or H1 visa.

Position ID: MW215405

Investments Accounting Associate II - Securities

Investment Controllership

Full-Time

Boston, MA or Springfield, MA

About the Corporate Controller Organization:

The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making.  This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.

We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.  We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.

The Opportunity

This Investments Accounting Associate role is a newly created position that will be a key addition to our Investment Controllership team within the Controllers organization.  The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investments Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes.  We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

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

The Impact:

• Thrives in a complex corporate structure and adapts to changing circumstances.

• Plays a key role in a collaborative and inclusive culture by working closely with Investment Management.

• Actively participate in the implementation of the Company’s new ledger and other key projects.

• Collaborate with various areas of the business executing appropriate remediation.

• Performs or reviews reconciliations of investment data for ledger tie outs. Reviews periodic journal entries.

• Participates in creating or reviewing and analyzing monthly financial analysis reports.

• Collaborate with internal teams to resolve items and address investment-related issues.

• Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles.

• Analyze financial reports and investment data for trends and impacts to investment values and P&L activity.

• Support annual regulatory financial statement audit requests.

• Participating in problem solving to improve quality, cycle times, and increase efficiencies.

• Makes recommendations to continuously improve the overall control environment of the Securities team.

• Participate in the research and implementation of new statutory and GAAP investment accounting.

The Minimum Qualifications

• Bachelor’s degree in Accounting, Finance or related major

• At least 4 years of accounting or finance experience in a corporate environment

• Knowledge of GAAP and STAT accounting

The Ideal Qualifications

• CPA or CFA progress towards preferred

• Knowledge and experience of investments

• Prior exposure to investments, investment accounting, subsidiary ledger processing and related investment matters a plus!

• Strong analytical skills: ability to analyze financial data sets and tell the story of the data.

• Experience in identifying internal control issues and remediation efforts

• Able to build and maintain strong working relationships across cross-functional groups

• Excellent verbal and written communication skills with the ability to express ideas and articulate in an organized and persuasive manner

• Ability to partner with business leaders and peers in investment process redesign and improvements

• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

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

#LI-CR37

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position is responsible for collecting delinquent loan accounts following standard policies and procedure while working under general supervision. Collector interacts with employees within Collections and other departments as well as branches to provide quality service, solve problems, and achieve goals.

Essential Responsibilities:

• Prioritize delinquent accounts and determine the most efficient contact method. Discuss account with customers, secure payment or set up payment arrangements as necessary.
• Coordinate with branches and loan officers to solve account problems and achieve goals.
• Review payment histories to ensure payments are correctly posted and generate PC forms to correct errors as needed.
• Perform research as necessary to locate valid phone numbers/addresses for customers.
• Identify accounts to be sent collection correspondence, generate form letters verifying accuracy of details, mail and note customer accounts.
• Process phone payments for delinquent customers using available technology.
• Handle incoming calls from the call queue and assist customers as appropriate.
• Cooperate with Collections Team to achieve department goals.
• Investigate and follow through on promised payments.
• Review and waive late charges on installment loans as needed.

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Ancillary Duties:

As an integral member of the Collections Department, this position is also responsible to provide assistance wherever necessary to help the Collections Department and the Bank in achieving their annual goals.

Education, Training and Requirements:

• High school diploma or equivalent required.
• All applicants must be 18 years of age or older.

Skills:

• Strong attention to detail, ability to multi-task and to work under pressure in a time sensitive environment.
• Strong typing and computer skills specifically with Microsoft Word and Excel required.
• Excellent customer service and communication skills and moderate writing skills are necessary.

Experience:

• Two (2) years collection/banking or equivalent experience preferred.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.