21 jobs in Western & Southern Financial Group
VP, Sr Portfolio Manager - Private Asset-Backed Finance
Posted 1 day ago
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Job Description
Overview
The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is responsible for developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and surplus portfolios with the primary goals of income generation and capital preservation. The associate will partner with the public Securitized Fixed Income team with respect to both sector allocations and security selection.
Responsibilities What you will do:- Manages and prioritizes a pipeline of private ABF opportunities through a developed and approved business strategy.
- Manages all transactional aspects of the end-to-end process of negotiating, structuring and closing asset-based finance transactions
- Presents and reinforces the rationale for the investment to the Investment Committee
- Leads and participates in pitching, evaluating, structuring, executing, managing and closing all aspects of ABF transactions.
- Provides ABF execution expertise/guidance to other members of the investment team.
- Drives issuer engagement and originates opportunities.
- Develops and maintains relationships with external counterparties and internal partners.
- Identifies, researches and analyzes potential new asset classes.
- Drives effective monitoring and reporting of the private asset backed ABF portfolio.
- Liaises with Legal, Accounting, Operations, Compliance and Risk departments on various transactions
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree Finance or quantitative related field - Required
- Master's Degree Finance or quantitative related field - Preferred
- Typically, 10+ years of experience in banking, investment banking, insurance, investment advisory and/or capital markets with specific experience structuring and executing private ABF transactions. - Required
- Proven experience in cashflow modeling and structuring across multiple ABF sectors. - Required
- Strong working experience with credit rating agencies and legal teams used in ABF financings and underwritings. - Required
- Experience across various ABF collateral types (commercial and consumer) - specifically structuring to achieve long-term capital efficiency for insurance clients. - Required
- Prior and successful experience generating collateral performance assumptions, evaluating credit risk and negotiating deal terms. - Required
- Strong public, 144a, 4a2, and loan deal execution performance history and credit underwriting skills. - Required
- Developed effective relationships and management skills within private asset backed sectors. - Required
- Demonstrated excellent in-person presentation skills, both oral and written. - Required
- Proven team player with the ability to be a leader and manager for the sector and team on multiple transactions at any one time. - Required
- Superior and proven organizational skills in order to handle multiple complex transactions simultaneously. - Required
- Demonstrated ability to successfully interact effectively with senior executives inside and outside our organization. - Required
- CFA - Preferred
Work Setting/Position Demands:
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
- Associate must be able to travel via airplane
- Associate must be able to travel via car
- Routine and/or extended after hours work needed
Travel Requirements:
- 5% travel
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Vice President, DTC Marketing & Media Strategy
Posted 6 days ago
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Overview
The Vice President of Media Strategy will be responsible for driving insights and aiding overall media transformation for Gerber Life, the DTC marketing engine of Western & Southern Financial Group. The VP of Media Strategy is a key strategic leader within the Gerber Life marketing organization, responsible for shaping and operationalizing marketing messages through media excellence and execution. This role partners closely with the SVP of DTC Marketing, and cross-functional executive stakeholders such as Director Brand and Creative Strategy, and the VP Data & Analytics & MarTech to deliver high-impact strategic projects, brand‑building programs, and performance‑driven media investments to over‑deliver on operating plans. This leader oversees Gerber Life's integrated campaign development, media strategy and planning, and is a key member of the Go‑To‑Market team who spearhead the execution of transformative special projects that drive growth and enhance brand value and support enterprise growth priorities. This role will oversee Pillars of Growth Marketing, Lifecycle and Brand activations to deliver on both brand and performance goals. This includes focus and management to profitability/VNB (Value of New Business) metrics at a product level and oversight of a multi‑million dollar budget.
ResponsibilitiesWhat you will do:
- Oversee enterprise‑wide DTC media strategy leading the Growth & Lifecycle Marketing teams, planning, and optimization across paper/direct mail, digital video/TV, social, search, programmatic, and emerging channels.
- Program and Initiative based media frameworks that drive efficient full‑funnel acquisition, brand visibility, and customer engagement, including measurement and accountability.
- Partner with analytics and agency teams to evaluate audience/journey‑based, as well as channel performance, attribution, mix modeling, and ROI insights that guide investment decisions.
- Ensure that media investments align with brand strategy, business goals, and enterprise customer growth priorities.
- Ability to manage both performance based accountable media measured at an audience level, as well as strategic brand investments.
- Monitor ongoing spending, track expenses, and project future budget requirements to ensure efficient use of resources and alignment with overall business goals.
- Partner with business and technology leaders to drive innovation in digital marketing solutions, enabling seamless omnichannel capabilities and ensuring the adoption of best‑in‑class tools and platforms.
- Collaborate with the MarTech team to architect and integrate a comprehensive digital marketing ecosystem, leveraging platforms (e.g., Salesforce Marketing Cloud, Google Analytics, etc) to enable data‑driven decision‑making and campaign execution.
- Work with Marketing Operations Director to help establish and enforce governance standards for marketing operations, ensuring compliance, data integrity, and best practices across all channels.
- Manage relationships with external agency partners, conducting regular agency reviews to ensure high performance and alignment with brand standards and KPIs.
- Lead, mentor, and develop a diverse, high‑performing team of digital marketing professionals, providing training, resources, and ongoing support to foster growth and excellence within the team.
- Leverage advanced analytics, AI‑powered insights, and performance metrics to continuously monitor, evaluate, and optimize digital marketing campaigns across channels.
- Establish clear, measurable objectives for digital performance and brand health, defining KPIs and multitouch attribution methodologies.
- Leverage integrated data from across the MarTech stack, including CRM, CDP, automation platforms, and web analytics, to create a unified view of customer behavior and campaign impact.
- Partner with analytics team to understand and take action on clear insights from digital and traditional marketing performance, contextualizing findings within the broader business environment to enable senior stakeholders to make informed strategic decisions.
- Serve as part of the Marketing Go-To-Market team (Media + Brand + Analytics) to help lead cross‑functional special projects that directly support enterprise growth, brand value creation, and modernization efforts—as assigned by the SVP of DTC Marketing.
- Drive strategic initiatives such as integrating new brand platforms into media campaigns, introducing new product go‑to‑market strategy, agency model evolution, major media partnerships, and strategic sponsorships.
- Serve as a strategic advisor to the SVP, helping frame enterprise priorities, assess market opportunities, and advance the long‑term vision for the Gerber Life brand.
- Collaborate with Product, Media, Analytics, CRM, Agency, and Customer Experience teams to align brand and media strategy with in‑market execution.
- Build strong relationships with internal leaders and external agency partners to deliver integrated strategies and cohesive execution across channels.
- Help steward a customer‑centric culture rooted in insights, creative excellence, and brand consistency.
- Deliver brand experience both internally and externally through partnership with HR and Cross‑functional leadership teams.
- Lead and develop a team of Media Directors (Growth & Lifecycle) and their respective teams of media planners, leaders (approximately 2 direct reports, and a team of 6 total internally, yet dozens with oversight of agencies and contractors).
- Foster an environment of innovation, accountability, and high performance.
- Strengthen organizational brand and media capabilities through talent development, process improvement, and strategic investment in partners and tools.
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree - Required
- Master's Degree MBA - Preferred
- 10 to 15+ years of progressive leadership experience leading a team of 5-10 in DTC media strategy, integrated marketing, financial services and insurance or related fields. - Preferred
- 15+ years direct to consumer marketing experience; Significant experience managing product marketing across channels (online and offline) with a record of driving results with marketing innovation/growth - Required
- P&L Management experience - Required
Work Setting/Position Demands:
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
Travel Requirements:
- Some (5-10%) for visits to operations and contact center teams, periodic conferences, etc.
The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.
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VP, DTC Growth Marketing & Media Strategy
Posted 6 days ago
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Job Description
Western & Southern Financial Group seeks a Vice President of Media Strategy to lead DTC marketing efforts for Gerber Life. This role involves driving insights, shaping marketing messages, and overseeing a multi-million dollar budget. The VP will collaborate with senior executives to deliver high-impact projects and enhance brand value.
Candidates should have extensive experience in DTC media strategy, product marketing, and analytics, as well as strong leadership skills.
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Senior Financial Analyst
Posted 6 days ago
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Job Description
Join Western & Southern – Somewhere You Want to Be
Western & Southern is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 137 years, our long-term success has been fueled by a deep commitment to customer service and our community.
Headquartered in Cincinnati, W&S is a Fortune 500 company recognized as one of America’s Best Midsize Employers by Forbes. Our commitment to career growth and employee development earned us a top 100 ranking on the American Opportunity Index (AOI). We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day in the Life of a Senior Financial Analyst
As a Sr. Financial Analyst, you will provide business planning, decision support analysis and measurement reporting for an assigned business unit. You will prepare financial budgets, balance sheets, forecasts and various business case financial models, and perform special projects. You will develop, implement and maintain profitability models, cost benefit analysis models and business unit performance measures. You will perform variance analyses monthly and quarterly for key management reports.
Key Responsibilities:
- Constructs yearly financial plans (budgets) and quarterly forecasts.
- Identifies and implements process and cost improvements.
- Prepares variance analyses to budget monthly for key management reports.
- Creates and develops analyses to assist in the pricing of products.
- 4 to 6 years of relevant experience with a Bachelor's degree or 1 to 3 years of relevant experience with an MBA (or equivalent degree) - Required
Premier Benefits to Support You
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at
Job function
- Accounting/Auditing, Analyst, and Finance
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Software Developer II- Customer Experience and AI Platforms
Posted 6 days ago
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Job Description
We’re looking for a Software Developer to join our growing Customer Experience technology team, supporting and expanding our enterprise NICE platform and next-generation AI-driven solutions.
This role sits at the intersection of software development, AI innovation, and customer experience transformation. You’ll help design and build solutions that power contact center operations, improve agent effectiveness, and enhance customer interactions across the enterprise.
If you enjoy solving complex problems, building scalable solutions, and working with emerging technologies like Agentic AI, automation, and knowledge management systems, this is a high-impact opportunity.
What You’ll Do- Design, develop, and enhance solutions within the NICE CX platform ecosystem
- Build and customize capabilities beyond out-of-the-box functionality to meet business needs
- Support day-to-day platform operations, including troubleshooting and continuous improvement
- Partner with business stakeholders to translate requirements into scalable technical solutions
- Develop and support integrations with tools such as knowledge management systems, AI-powered agent assist solutions, workflow automation tools and Outbound Dialer programs.
- Participate in innovation initiatives involving Agentic AI, Next Best Action, intelligent workflows and how these and others can drive internal and external experience.
- Help evaluate and pilot new technologies
- Improve system reliability, scalability, and performance
- 2–5+ years of experience in software development (.net, Python and similar)
- Experience building and supporting enterprise platforms or customer-facing systems
- Strong problem-solving skills
- Experience with APIs, integrations and cloud platforms
- Interest in AI/ML, automation, or conversational AI
- Strong collaboration and communication skills
- Strong Database experience – SQL preferred
- Experience with NICE CXone or similar platforms (preferred)
- Familiarity with low-code/no-code platforms
- Work on cutting-edge AI and customer experience technologies
- Play a key role in scaling a mission‑critical platform
- Influence innovation across business units
- Competitive compensation and benefits
Your work will directly improve how we serve customers both internal and externally by enabling smarter, faster, and more personalized interactions.
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Software Developer II - AI-Driven CX Platform
Posted 6 days ago
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Senior Contact Center Engineer
Posted 6 days ago
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Job Description
A Day in the Life of a Senior Contact Center Engineer
We are seeking a highly skilled Senior Contact Center Engineer / Architect to help modernize and scale our contact center platforms. This role is critical in delivering innovative, customer‑centric solutions that enhance sales, service, and operational efficiency across the enterprise.
You’ll work at the intersection of cloud, telephony, and software engineering , designing and evolving next‑generation contact center capabilities including omni‑channel routing, intelligent automation, agentic and real‑time customer engagement.
What You’ll Do- Design, build, and enhance enterprise contact center solutions across voice, chat, email, and workflow channels
- Advance ACD, IVR, and predictive dialer capabilities to support blended inbound/outbound strategies
- Lead development of intelligent routing, NLP-driven IVR, and automation solutions
- Deliver CTI integrations and screen‑pop solutions to improve agent experience and customer outcomes
- Partner with cross‑functional teams to translate business needs into scalable technical solutions
- Contribute to and occasionally lead Agile delivery efforts , including backlog management and sprint execution
- Mentor junior engineers and promote engineering best practices and continuous improvement
- Ensure solutions meet security, compliance, and performance standards
- Evaluate and implement emerging technologies to keep the platform competitive and future‑ready
- 7–10 years of experience in medium‑to‑large scale contact center environments
- 3–5 years of hands‑on experience in contact center platform development
- Deep expertise in platforms such as Genesys, NICE, or Five9
- Strong understanding of ACD, IVR, CTI, speech/NLP, and dialer technologies
- Familiarity with cloud platforms (AWS preferred)
- Proven ability to simplify complex systems and communicate effectively with business stakeholders
- Strong collaboration skills with the ability to lead and influence across teams
- Agile mindset with a passion for innovation and continuous improvement
- Leadership experience in contact center engineering teams
- Telecommunications background
- NICE Certified Application Professional (NCAP) or similar certification
- Experience with Agentic/Conversational AI platforms
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4‑week transition back to work.
- Access to on‑site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
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Senior Contact Center Architect AI Routing & Cloud
Posted 6 days ago
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Job Description
Western & Southern Financial Group is seeking a Senior Contact Center Engineer to modernize their contact center platforms. This critical position will enhance customer-centric solutions across sales and operations.
The role involves designing and evolving next-generation contact center capabilities, mentoring junior engineers, and ensuring solutions meet security and compliance standards.
Candidates should have extensive experience in contact center environments and a strong understanding of technologies like ACD and IVR.
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Executive Director, Information Security & IAM
Posted 6 days ago
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Software Developer II
Posted 6 days ago
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Job Description
Overview
Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
ResponsibilitiesWhat you will do:
- Researches, designs, defines, develops, tests, documents and implements new computer applications or changes to existing applications following Western & Southern Financial Group (W&SFG) standards.
- Installs software packages and/or personal computer software.
- Assures that hardware and software operate efficiently.
- Utilizes programming tools effectively to ensure accuracy and enhance productivity.
- Assembles and analyzes data relating to processing problems, soliciting help as needed from IT and business unit associates.
- Consults and/or advises business unit associates by written and/or oral communication on inquiries concerning existing or proposed systems.
- Participates in committee meetings on developmental projects, large-scale improvement projects and internal IT technical committees. May chair committees and/or subcommittees.
- Provides training to other programming staff or business unit associates on technical topics or systems definition.
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree Or commensurate selection criteria experience. - Required
- Proven programming experience (e.g., research, design, gathering requirements, working with business units, developing programs, testing, documentation, production support). Cite examples demonstrating this experience. - Required
- Demonstrated experience working effectively within a team. Provide examples of motivating co-workers in difficult situations. - Required
- Proven strong analytical skills, including demonstrated experience identifying, defining and quantifying problems; collecting or interpreting data, establishing facts, and providing effective solutions. Cite examples of good decision-making skills when dealing with multiple alternatives. -
- Possesses and displays excellent verbal and written communication skills; occasionally conveys information to internal and external customers in a clear, accurate, focused and concise manner. -
- Proven examples of working under multiple deadlines with minimal supervision. Cite examples of successfully organizing and effectively completing projects where given little or no direction. -
- Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format, demonstrating use of the English language to include exemplary knowledge, in verbal and written format, of the elements of grammar, punctuation, diction and spelling proficiency. -
- Continually performs an activity such as transcribing, viewing a computer terminal and extensive reading. Visual acuity is required to determine accuracy, neatness and thoroughness of work assigned. -
- Proficient in specific programming languages required by the individual business unit. -
- Proficient in word processing and spreadsheet applications. -
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
- None
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