1,829 Financial Expertise jobs in the United States

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

USAA is seeking a talented Financial Institutions Relationship Manager Senior to manage and provides operational oversight of USAAs external annuity distribution and select technology service providers. Responsible for delivering end-to-end operational, process, and service excellence through ongoing management and oversight of annuity operations, service and technology suppliers. Ensures timely and satisfactory resolution and communication of new business, post issue and service to include escalations, and exceptions.

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

What youll do:

• Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.

• Participates as a subject matter expert on new distributor implementation and launch.

• Participates in monthly operations business review meetings supplier and service provider firms to review service level targets, identify business trends and to uncover opportunities to develop operational and business process efficiencies.

• Responsible for timely and appropriate resolution of escalations from external distribution partners.

• Identifies opportunities to document and facilitate improvements to processes. Assists with developing functional policies, procedures, and guidelines.

• Participates in periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop operational efficiencies.

• Responsible for new account implementation and business development with external distributors.

• Identifies and manages business operational controls to ensure adherence to appropriate risk level.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

What you have:

• Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without Bachelors Degree)

• 6 years of experience in annuity product sales, relationship management, and/or annuity operations.

• 3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms.

• Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.

• Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.

• High level knowledge of investments, annuities and/or life insurance products.

• Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.

• Strong issue resolution and follow-up skills.

• Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.

• 10% travel may be required

What sets you apart:

• US military experience through military service or a military spouse/domestic partner

• 3 or more years technical experience working with Zinnia Solution (Formerly Annuity Net), Firelight, DTCC, iPipeline

• 3 or more years annuity operations experience with working knowledge of annuity products and the third-party distribution sales process

• 3 or more years of experience in annuity operations support and service, preferably within a broker-dealer or insurance company utilizing third-party annuities distribution.

• 2 or more years of experience working with a business process outsourced (BPO) firm.

Compensation range: The salary range for this position is: $114,080 - $218,030.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Benefits:

Stipend

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Why Transition Your Entertainment Background into Financial Services:

Strong Communication Skills: Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.

Adaptability Under Pressure: The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.

Relationship Building: Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.

Problem-Solving: Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.

About Us: At Beer Financial Group (BFG), we empower professionals to create lasting impacthelping clients achieve financial security while building a purpose-driven career. Backed by Northwestern Mutual, a Fortune 500 company with industry-leading financial strength, BFG offers expert mentoring, advanced training, and the tools to grow your business. As part of our inclusive, high-performance team, youll have the freedom to pursue both personal and professional goalswhile making a difference in your community and earning the potential for $150K+ in your first year.

Our growing network office is located:

Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA

Remote representatives serving Greater Palm Desert, CA

Meet Our Local Leaders:

Mitchell Beer - Managing Partner:

How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.

Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.

Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

Christopher Ardoin - Financial Advisor, Director of Early Productivity:

How long with NM? Joined Northwestern Mutual in October 2010.

Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.

Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

Rojia Rashidfarrukhi - Chief Recruitment Officer:

How long with NM? Joined Northwestern Mutual in January 2020.

Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.

Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

Janice Brodin - Financial Advisor, Growth Development Director:

How long with NM? Joined Northwestern Mutual in 2008.

Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP.

Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

Desired Candidate Characteristics:

Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.

People who prioritize understanding the "who, why, and how" behind actions more than just the "what."

Savvy communicators who find joy in simplifying complex decisions for others.

Generous souls who gladly treat others without hesitation.

Ambitious thinkers who embrace boundless opportunities and possibilities.

Advocates for teamwork and cooperation, where everyone contributes equally.

Passionate about their work, yet approachable and good-natured in their demeanor.

Position Requirements:

Strong communication and interpersonal skills.

Goal-oriented with a desire to succeed.

Life insurance license and FINRA certifications (or willingness to obtain).

Position Perks:

Significant bonus opportunity commensurate with outcomes

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support and positive recognition

About the Role:

At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Our Unique Angle: Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mitchell Beer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Job Description

Benefits:

• Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Strong Communication Skills : Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.
• Adaptability Under Pressure : The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.
• Relationship Building : Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.
• Problem-Solving : Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.

• Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
• Remote representatives serving Greater Palm Desert, CA

• How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
• Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
• Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

• How long with NM? Joined Northwestern Mutual in October 2010.
• Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.
• Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

• How long with NM? Joined Northwestern Mutual in January 2020.
• Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
• Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

• How long with NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP.
• Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Flexible work from home options available.

Job Description

Benefits:

• Stipend
• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Strong Communication Skills : Professionals from the entertainment industry are skilled at connecting with diverse audiences, simplifying complex ideas, and building trust.
• Adaptability Under Pressure : The entertainment world demands quick thinking, problem-solving, and maintaining composure in high-stakes situations, all of which translate well to navigating the fast-paced, ever-changing financial landscape.
• Relationship Building : Entertainment careers often involve networking and maintaining relationships with various stakeholders, a valuable skill for cultivating long-term client relationships and growing a financial portfolio.
• Problem-Solving : Entertainment professionals are accustomed to thinking outside the box to overcome challenges, which can bring innovative approaches to financial planning, investment strategies, or marketing financial services.

• Immersive in-person culture offered at 21800 Oxnard Street, Suite 800, Woodland Hills 91367, CA
• Remote representatives serving Greater Palm Desert, CA

• How long with NM? Joined Northwestern Mutual in 1989, serving as Managing Partner since January 2006.
• Prior Experience? Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
• Passionate About? Building high-performing teams and supporting financial representatives in achieving excellence.

• How long with NM? Joined Northwestern Mutual in October 2010.
• Prior Experience? Former collegiate swimmer and team captain at Cal State Northridge; recognized for reaching 100+ lives for 7 years and consistent New Client bonuses.
• Passionate About? Coaching advisors, family time with his wife and daughters, and cheering on Bay Area sports teams (Golden State Warriors and San Francisco Giants!).

• How long with NM? Joined Northwestern Mutual in January 2020.
• Prior Experience? Holds an MBA in leadership from Pepperdine University and has over 15 years of community volunteer experience.
• Passionate About? Community enrichment, empowering individuals in career growth, and her love for soccer (GO Argentina!), painting, hiking, and coffee.

• How long with NM? Joined Northwestern Mutual in 2008.
• Prior Experience? Holds a degree in Business and Financial Management, CLF leadership designation, and is pursuing her RICP.
• Passionate About? Coaching and developing advisors, financial planning, and enjoying an active lifestyle with her husband and furry friends.

• Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
• People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
• Savvy communicators who find joy in simplifying complex decisions for others.
• Generous souls who gladly treat others without hesitation.
• Ambitious thinkers who embrace boundless opportunities and possibilities.
• Advocates for teamwork and cooperation, where everyone contributes equally.
• Passionate about their work, yet approachable and good-natured in their demeanor.

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Flexible work from home options available.

• Experience in a specialized, highly regarded consulting practice;
• Exposure to sophisticated companies;
• A unique learning experience in 3-statement financial modeling, incorporating cash flow/liquidity;
• Insight into operational and corporate strategies, revenue drivers, profitability improvement, cost savings, KPI analysis, etc.;
• Draw upon your accounting/finance fundamentals and apply them to real-life situations;
• Contribute to a customized work product with tangible results and actionable recommendations;
• Participate in diverse engagements, with exposure to a variety of industries;
• Become a more well-rounded professional, developing soft and technical skills;
• Work directly with experienced Partners;
• Join a team committed to investing in your development.
• Occasional travel within the USA.

• 1-5 years of relevant experience (CPA Audit, FP&A)
• Proficient in Excel and PowerPoint (Alteryx or Power Query/Pivot a plus);
• Strong aptitude for quantitative and qualitative analyses;
• Advanced analytical and problem-solving skills;
• Willingness to learn and adapt in a changing environment;
• Desire to develop new skills;
• Excellent communication (written and verbal), presentation, and organizational skills;
• A positive and energetic attitude.

The MIL Corporation is seeking a Senior Financial Analyst to support a federal government client in Washington, DC. This role supports the operations and improvement of federal financial systems by gathering requirements, conducting functional analysis, and developing custom reports. The position also includes delivering user training, monitoring financial data for accuracy, performing A-123 internal control reviews, and supporting compliance with federal policies and Treasury requirements. This position currently requires a remote schedule, with the ability to travel to site as needed. Schedule is subject to change based on company/contract requirements. This position is currently unfunded and is being posted in anticipation of a future contract award and funding approval. We are proactively identifying and engaging with qualified candidates. While candidates may be contacted for pre-screening, any hiring decisions will be contingent upon funding availability and final program requirements or client approval.

Responsibilities:

• Gather and analyze user requirements
• Conduct functional analysis and create design documents
• Analyze reporting needs and create and test custom reports
• Design and deliver financial system training sessions
• Analyze Treasury-compliant General Ledger balances to address discrepancies
• Monitor and address financial data issues
• Support development of financial policies, standards, and procedures
• Design and conduct A-123 Internal Control Reviews
• Report on implementations of federal policy

Required Qualifications:

• 7+ years of professional work experience
• Experience in the operations and management of federal financial systems
• Experience in a US federal agency performing the activities listed for this role
• Strong communications skills for both financial and business information
• Strong analytical skills and attention to detail
• Experience working with stakeholders and users on financial issues

Desired Qualifications:

• Expertise with federal financial management systems and reporting tools
• In-depth knowledge of federal accounting standards and compliance frameworks

Education: BA/BS

Clearance: Public Trust

Compensation: The MIL Corporation values your contributions and offers a range of benefits to support your overall well-being. We are pleased to offer a comprehensive range of benefits to our full-time employees which include health, life, disability, and retirement plans, as well as paid time off, opportunities for professional growth and tuition assistance. Additional benefits and incentives may also apply, which will be communicated during the hiring process. For this position, the projected compensation range is $140,000 - $150,000 per year. This estimate represents the typical salary range and is just one part of MIL's complete compensation package. Final salary for this position is determined based on factors such as individual qualifications, education, experience, and contractual limitations.

Why MIL?

The MIL Corporation (MIL) is a dynamic workforce of industry professionals who deliver world-class solutions in cyber, engineering, financial management, and information technology - and we are looking for candidates like you! Whether you're fresh out of college, the military, or well into your professional services career, MIL has great job opportunities that might be a great fit. Here at MIL, we pride ourselves on the family-like environment instilled amongst our team. Our employees love working here, and it truly shows through our various recognitions & awards. Some of our most recent awards include:

• 2021-2024, Top Workplaces USA award (Energage)
• 2017-2024 Top Workplaces Award, Greater Washington Area (The Washington Post)
• 2018-2025 Certified Great Workplace, Great Place to Work
• 2021 - 2024, Best Workplaces in Consulting & Professional Services
• 2021 Fortune Best Workplaces for Millennials
• 2018 Fortune, Great Place to Work: Best Place to Work for Diversity
• 2020- 2024, 2017, Top Workplace Award, South Carolina (Greenville Business Magazine, Columbia Business Monthly, and Charleston Business Magazine)
• 2024 Patriot Award, Employer Support of the Guard and Reserve (ESGR), Department of Defense
• 2022 Freedom Award, Employer Support of the Guard and Reserve (ESGR), Department of Defense
• 2018, Above & Beyond Award, Employer Support of the Guard and Reserve (ESGR), Department of Defense

If your goal is to help the federal government deploy leading technologies, improve financial management, or defend the nation in cyberspace, MIL welcomes you. Become a part of something greater, where you, the people, make the difference.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.

The MIL Corporation is seeking a Senior Financial Analyst (Financial Consulting, Associate) to support a federal government client in Washington, DC. This role supports the operations and improvement of federal financial systems by gathering requirem Financial, Financial Analyst, Associate, Analyst, Senior, Operations, Technology

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

RSM is looking for a Senior Associate to join our Accounting and Finance Consulting practice with our Finance as a Service for our team. Changing economies, new accounting policies and evolving tax regulations mean that business and professional services firms face an ever-changing business landscape. With more than 80 years of industry expertise, RSM has helped thousands of firms to achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology, life sciences, and manufacturing to name just a few. Experienced in serving clients with a local, national, or international presence, and a number of diverse organizational structures, our professionals can help develop meaningful solutions for your business.

• Participate in multiple engagements within the Accounting and Finance Consulting practice to provide technical accounting and financial or business advisory guidance to clients related to finance team augmentation, financial reporting, financial planning and analysis (FP&A), revenue policies and accounting, lease administration and accounting, and business combinations
• Provide timely, high quality client service that meets or exceeds client expectations
• Collaborate directly with the engagement leader and partner and the client
• Understand RSM's service lines and work as a team in providing an integrated service delivery
• Willingness to travel up to 25% of the year, depending on clients

• High school diploma
• 2+ years of experience working in a face paced setting
• Ability and willingness to collaborate and work in team settings within in AFC and other RSM service lines
• Advanced written and verbal communication skills
• Basic understanding of general accounting functions
• Ability to understand the business objectives, people, and processes with our clients
• Advanced Microsoft Excel skills

• Experience managing multiple projects
• Some college coursework in accounting or related field
• Previous client service experience

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients. Learn more about our total rewards.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

RSM does not intend to hire entry level candidates who will require sponsorship now or in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $69,800 - $132,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.