5,655 Financial Sector jobs in the United States

**Req ID:** 297438
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
We are currently seeking a Transformation Executive Senior Director (Financial Services Sector) Remote to join our team in Chicago, Illinois (US-IL), United States (US).
**Transformation Executive, Senior Director:**
**Overview** - This is a newly created role that will be part of our Client Growth Office.
The Transformation Executive is a strategic door opener who can present NTT Data's holistic capabilities in a differentiated fashion. They are a storyteller who is expected to build credibility with client C-Suite and become a trusted advisor that helps shape the customer's technology strategy. The Transformation Executive has a proven background in transformational sales and an understanding of technological capabilities. This person could have been an Architect or even ex-CIOs, CTOs, and CDOs who have led a successful transformation of their organizations.
**This is not a typical sales** role **_but more of a business development role opening the doors for NTT to bring in solutions._** We want to help clients with solutions that will help them move forward in their industry proactively versus reactively. Someone that has experience has past experience working with solutioning like an Architect then moved into being part of the business development team responsible for solutioning ideas with key executives is an ideal candidate.
**Key qualifications:**
+ Proven **experience closing Mega Deals** _exceeding $40 million+_ **.** These could be multiple-year deals.
+ Proven "door opener" able to engage key executives (CEO's, CIO's) **_discussing current trends within the industry, technical expertise allowing this individual to understand capabilities across infrastructure, AI, and upcoming technologies._** Ultimately, how One NTT can bring solutions to improve efficiency and decrease costs.
+ The ability to travel to build these relationships.
The Transformation Executive will gain a broad understanding of NTT Data's offerings and possess an understanding of at least one of our key business verticals. Will work with key clients and partner with the broader NTT DATA team to create an account growth strategy, build a pipeline of transformational opportunities, and create compelling points of view on trends and art of the possible outcomes. As they build senior relationships, earn client trust and open doors, the Transformation Executive will work with and through the relevant members of our pursuit pods and help create and present relevant value propositions that solve client specific business problems.
**Responsibilities**
+ Earn the trust of customer C-Suite decision makers through a deep understanding of technology-driven business transformations.
+ Create and present Points of View on emerging technology trends (e.g. AI strategies, hybrid cloud solutions, digital experience transformation, etc.)
+ Craft outside-in value propositions that connect client business needs with technological trends.
+ Co-author account growth strategies along with matrixed sales teams. Manage both sides of the relationship as a trusted advisor.
+ Engage early with customer technology and business leaders to build relationships and gather a deep understanding of the customer's current needs and challenges.
+ Work collaboratively across multi-solution and cross-functional organization with Sales, Client Executives, Consulting Engagement Leads, Solution/Enterprise Architects, and Client Delivery, and Operations teams to ensure that solutions align with the customer's business goals and requirements.
+ Communicate effectively with customers, sales teams, delivery teams, and stakeholders to ensure alignment and clarity of the solution vision, scope, and value proposition.
+ Stay abreast of the latest trends, technologies, and best practices in the enterprise architecture domain and leverage them to create innovative and competitive solutions.
**Qualifications:**
+ Bachelor's degree in computer science, engineering, or related field, or equivalent work experience.
+ **_At least 12 years of experience in transformational sales, complex deal pursuit, or consulting sales roles, preferably in the IT services industry._**
+ Experience closing technology services Mega deals in excess of $0 million.
+ Demonstrated ability to create and execute strategic sales strategy at the C-Suite in Fortune 300
+ Proven record of accomplishment of managing and closing complex deal cycles that meet customer requirements and expectations.
+ World class communication, presentation, and interpersonal skills, with the ability to articulate complex concepts and solutions clearly and concisely.
+ Strong knowledge and experience in various technology domains, such as cloud, data, AI, security, network, infrastructure, applications, etc.
+ Ability to work effectively in a fast-paced, dynamic, and collaborative environment, with multiple stakeholders and teams.
+ Domestic travel required up to 60% - may include international based on client.
**Basic Required Qualifications:**
+ **Experience closing technology services deals in excess of 40 million.**
+ Enterprise architecture background is a plus.
+ Capable of executive discussions with one or two lines of business areas (HR, MFG, SCM, FIN)
+ Experience with large-scale, Fortune 300, IT systems crossing on premises and public cloud.
#LI-SGA
INDSALES
**About NTT DATA**
NTT DATA is a 30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over 3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.com ( DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team._**

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

The Data Scientist Lead will work closely with the Data Science Director to ensure that AI/ML modeling solutions are successfully developed and implemented. This will involve supervising multiple projects/initiatives, providing technical expertise, ensuring quality results, and mentor and leading Senior and Junior Data Scientists.

Through cross-team collaboration, the lead works to understand business problems to formulate and coordinate AI/ML solutions in the Consumer Lending, Bank Operations, and Automation space. A Lead Data Scientist is expected to have a consulting mentality and be a subject matter expert in model building, communication, and leadership.

As a dedicated Data Scientist Lead, you will translate business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. In collaboration with engineering partners, delivers solutions at scale, and enables customer-facing applications. The person will use database, cloud, and programming knowledge to build analytical modeling solutions using statistical and machine learning techniques. Collaborates with other data scientists to improve USAAs tooling, expanding the companys library of internal packages and applications. The incumbent will work with model risk management to validate the results and stability of models before being pushed to production at scale.

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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is available for this position.

What you'll do:

• Gathers, interprets, and manipulates complex structured and unstructured data to enable advanced analytical solutions for the business.
• Leads and conducts advanced analytics using machine learning, simulation, and optimization to deliver business insights and achieve business objectives.
• Guides team on selecting the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs.
• Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework.
• Composes and peer reviews technical documents for knowledge persistence, risk management, and technical review audiences.
• Partners with business leaders from across the organization to proactively identify business needs and proposes/recommends analytical and modeling projects to generate business value. Works with business and analytics leaders to prioritize analytics and highly complex modeling. problems/research efforts.
• Leads efforts to build and maintain a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are clear and based on the highest quality data.
• Assists team with translating business request(s) into specific analytical questions, driving analysis and/or modeling, and presenting outcomes to non-technical business colleagues with a focus on business action and recommendations.
• Leads project portfolio achievements, risks, and impediments. Anticipates potential issues that could limit project success or implementation and escalates as needed.
• Establishes and maintains standard methodologies for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards.
• Interacts with internal and external peers and management to maintain expertise and awareness of innovative techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies.
• Serves as a mentor to data scientists in modeling, analytics, computer science, eye for business, and other social skills.
• Participates in enterprise-level efforts to drive the maintenance and transformation of data science technologies and culture.
• Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelors degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative field; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years of experience in a predictive analytics or data analysis OR Advanced Degree (e.g., Masters, PhD) in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative subject area and 6 years of experience in predictive analytics or data analysis.
• 6 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models.
• 4 years of experience in one or more multifaceted scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models.
• Experienced ability to write code that is easy to follow, well documented, and commented where necessary to explain logic (high code clarity).
• Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, HQL, NoSQL, etc.
• Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc.
• Excellent demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics.
• Proven ability to assess and articulate regulatory implications and expectations of distinct modeling efforts.
• Project management experience that demonstrates the ability to anticipate and appropriately lead project achievements, risks, and impediments. Demonstrated history of appropriately communicating potential issues that could limit project success or implementation.
• Expert level experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic models, discriminant analysis, support vector machines, decision trees, forest models, etc.
• Expert level experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc.
• Demonstrated experience in guiding and mentoring junior technical staff in business interactions and model building.
• Demonstrated ability to communicate ideas with team members and/or business leaders to convey and present very technical information to an audience that may have little or no understanding of technical concepts in data science.
• A consistent track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent).
• Extensive technical skills, consulting experience, and business savvy to collaborate with all levels and subject areas within the organization.

What sets you apart:

• Extensive model building experience (preferably in banking) covering a variety of AI/ML and traditional statistical modeling approaches.
• Extensive hands-on experience preparing data and code for modeling.
• Experience with the entire model lifecycle, including conceptualization, development, implementation, validation, and ongoing performance monitoring.
• Experience working directly with clients, customers, or internal business partners.
• Experience leading client or customer relationships and expectations, including senior leadership.

Compensation range: The salary range for this position is: $164,780 - $314,960.

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 U

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

The Data Scientist Lead will work closely with the Data Science Director to ensure that AI/ML modeling solutions are successfully developed and implemented. This will involve supervising multiple projects/initiatives, providing technical expertise, ensuring quality results, and mentor and leading Senior and Junior Data Scientists.

Through cross-team collaboration, the lead works to understand business problems to formulate and coordinate AI/ML solutions in the Consumer Lending, Bank Operations, and Automation space. A Lead Data Scientist is expected to have a consulting mentality and be a subject matter expert in model building, communication, and leadership.

As a dedicated Data Scientist Lead, you will translate business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. In collaboration with engineering partners, delivers solutions at scale, and enables customer-facing applications. The person will use database, cloud, and programming knowledge to build analytical modeling solutions using statistical and machine learning techniques. Collaborates with other data scientists to improve USAAs tooling, expanding the companys library of internal packages and applications. The incumbent will work with model risk management to validate the results and stability of models before being pushed to production at scale.

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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is available for this position.

What you'll do:

• Gathers, interprets, and manipulates complex structured and unstructured data to enable advanced analytical solutions for the business.
• Leads and conducts advanced analytics using machine learning, simulation, and optimization to deliver business insights and achieve business objectives.
• Guides team on selecting the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs.
• Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework.
• Composes and peer reviews technical documents for knowledge persistence, risk management, and technical review audiences.
• Partners with business leaders from across the organization to proactively identify business needs and proposes/recommends analytical and modeling projects to generate business value. Works with business and analytics leaders to prioritize analytics and highly complex modeling. problems/research efforts.
• Leads efforts to build and maintain a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are clear and based on the highest quality data.
• Assists team with translating business request(s) into specific analytical questions, driving analysis and/or modeling, and presenting outcomes to non-technical business colleagues with a focus on business action and recommendations.
• Leads project portfolio achievements, risks, and impediments. Anticipates potential issues that could limit project success or implementation and escalates as needed.
• Establishes and maintains standard methodologies for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards.
• Interacts with internal and external peers and management to maintain expertise and awareness of innovative techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies.
• Serves as a mentor to data scientists in modeling, analytics, computer science, eye for business, and other social skills.
• Participates in enterprise-level efforts to drive the maintenance and transformation of data science technologies and culture.
• Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelors degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative field; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years of experience in a predictive analytics or data analysis OR Advanced Degree (e.g., Masters, PhD) in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative subject area and 6 years of experience in predictive analytics or data analysis.
• 6 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models.
• 4 years of experience in one or more multifaceted scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models.
• Experienced ability to write code that is easy to follow, well documented, and commented where necessary to explain logic (high code clarity).
• Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, HQL, NoSQL, etc.
• Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc.
• Excellent demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics.
• Proven ability to assess and articulate regulatory implications and expectations of distinct modeling efforts.
• Project management experience that demonstrates the ability to anticipate and appropriately lead project achievements, risks, and impediments. Demonstrated history of appropriately communicating potential issues that could limit project success or implementation.
• Expert level experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic models, discriminant analysis, support vector machines, decision trees, forest models, etc.
• Expert level experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc.
• Demonstrated experience in guiding and mentoring junior technical staff in business interactions and model building.
• Demonstrated ability to communicate ideas with team members and/or business leaders to convey and present very technical information to an audience that may have little or no understanding of technical concepts in data science.
• A consistent track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent).
• Extensive technical skills, consulting experience, and business savvy to collaborate with all levels and subject areas within the organization.

What sets you apart:

• Extensive model building experience (preferably in banking) covering a variety of AI/ML and traditional statistical modeling approaches.
• Extensive hands-on experience preparing data and code for modeling.
• Experience with the entire model lifecycle, including conceptualization, development, implementation, validation, and ongoing performance monitoring.
• Experience working directly with clients, customers, or internal business partners.
• Experience leading client or customer relationships and expectations, including senior leadership.

Compensation range: The salary range for this position is: $164,780 - $314,960.

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 U

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

The Data Scientist Lead will work closely with the Data Science Director to ensure that AI/ML modeling solutions are successfully developed and implemented. This will involve supervising multiple projects/initiatives, providing technical expertise, ensuring quality results, and mentor and leading Senior and Junior Data Scientists.

Through cross-team collaboration, the lead works to understand business problems to formulate and coordinate AI/ML solutions in the Consumer Lending, Bank Operations, and Automation space. A Lead Data Scientist is expected to have a consulting mentality and be a subject matter expert in model building, communication, and leadership.

As a dedicated Data Scientist Lead, you will translate business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. In collaboration with engineering partners, delivers solutions at scale, and enables customer-facing applications. The person will use database, cloud, and programming knowledge to build analytical modeling solutions using statistical and machine learning techniques. Collaborates with other data scientists to improve USAAs tooling, expanding the companys library of internal packages and applications. The incumbent will work with model risk management to validate the results and stability of models before being pushed to production at scale.

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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is available for this position.

What you'll do:

• Gathers, interprets, and manipulates complex structured and unstructured data to enable advanced analytical solutions for the business.
• Leads and conducts advanced analytics using machine learning, simulation, and optimization to deliver business insights and achieve business objectives.
• Guides team on selecting the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs.
• Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework.
• Composes and peer reviews technical documents for knowledge persistence, risk management, and technical review audiences.
• Partners with business leaders from across the organization to proactively identify business needs and proposes/recommends analytical and modeling projects to generate business value. Works with business and analytics leaders to prioritize analytics and highly complex modeling. problems/research efforts.
• Leads efforts to build and maintain a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are clear and based on the highest quality data.
• Assists team with translating business request(s) into specific analytical questions, driving analysis and/or modeling, and presenting outcomes to non-technical business colleagues with a focus on business action and recommendations.
• Leads project portfolio achievements, risks, and impediments. Anticipates potential issues that could limit project success or implementation and escalates as needed.
• Establishes and maintains standard methodologies for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards.
• Interacts with internal and external peers and management to maintain expertise and awareness of innovative techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies.
• Serves as a mentor to data scientists in modeling, analytics, computer science, eye for business, and other social skills.
• Participates in enterprise-level efforts to drive the maintenance and transformation of data science technologies and culture.
• Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelors degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative field; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years of experience in a predictive analytics or data analysis OR Advanced Degree (e.g., Masters, PhD) in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative subject area and 6 years of experience in predictive analytics or data analysis.
• 6 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models.
• 4 years of experience in one or more multifaceted scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models.
• Experienced ability to write code that is easy to follow, well documented, and commented where necessary to explain logic (high code clarity).
• Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, HQL, NoSQL, etc.
• Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc.
• Excellent demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics.
• Proven ability to assess and articulate regulatory implications and expectations of distinct modeling efforts.
• Project management experience that demonstrates the ability to anticipate and appropriately lead project achievements, risks, and impediments. Demonstrated history of appropriately communicating potential issues that could limit project success or implementation.
• Expert level experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic models, discriminant analysis, support vector machines, decision trees, forest models, etc.
• Expert level experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc.
• Demonstrated experience in guiding and mentoring junior technical staff in business interactions and model building.
• Demonstrated ability to communicate ideas with team members and/or business leaders to convey and present very technical information to an audience that may have little or no understanding of technical concepts in data science.
• A consistent track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent).
• Extensive technical skills, consulting experience, and business savvy to collaborate with all levels and subject areas within the organization.

What sets you apart:

• Extensive model building experience (preferably in banking) covering a variety of AI/ML and traditional statistical modeling approaches.
• Extensive hands-on experience preparing data and code for modeling.
• Experience with the entire model lifecycle, including conceptualization, development, implementation, validation, and ongoing performance monitoring.
• Experience working directly with clients, customers, or internal business partners.
• Experience leading client or customer relationships and expectations, including senior leadership.

Compensation range: The salary range for this position is: $164,780 - $314,960.

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 U

We're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us.
**The Team:**
The North America marketing team fuels customer success and market growth by building and increasing brand awareness, accelerating pipeline -- both independently and with our partners -- and cultivating a customer community of change makers. We amplify success stories through targeted campaigns and customer advocacy and drive engagement across industries, personas, and the entire customer journey, from prospecting to renewals.
This dynamic team, led by the VP of North America Marketing, includes Field Marketing, Partner Marketing, Customer Advocacy, and our Executive Briefing Center. As part of the GTM marketing organization, we thrive on cross-functional collaboration - working as one team, solving complex challenges, bringing innovative ideas to life, and creating customer value. This role reports directly to the Head of North America Industry Field Marketing.
At Celonis, we empower our people to do their best work, embrace a growth mindset, and build meaningful careers in a fast-paced, transformative environment.
**The Role:**
Field marketing acts as the 'CMO' of their industry, providing an end-to-end view of how marketing attracts, educates, engages, and converts the audience at scale. This pivotal role requires a strategic leader who can build and accelerate demand within the Public Sector and Financial Services. You will collaborate closely with GTM leaders, and global marketing teams to achieve ambitious pipeline and revenue goals.
**The work you'll do:**
+ Build the yearly industry demand generation plan, working closely with North America sales leaders to understand business goals and drive execution of marketing programs thru all contributors: account executives, business development representatives, partners, digital marketing and global programs team
+ Design and execute strategic marketing campaigns across a broad mix of tactics that achieve pipeline goals
+ Evaluating and selecting key industry events and roundtables for participation; owning the event strategy from creation to execution
+ Designing and executing Celonis-hosted webinars and in-person events to reach prospects and customers
+ Creating new programs for account-based marketing and pipeline acceleration
+ Scale demand creation with partners, leveraging their expertise to increase awareness, create pipeline and support the adoption of partner campaign toolkits
+ Collaborate with the global digital marketing team to execute campaigns via digital channels (email, LinkedIn, etc.)
+ Collaborate with partner marketing to scale demand creation with partners, leveraging their expertise to increase awareness and create pipeline
+ Work in tandem with global campaigns team to leverage and adapt global campaigns for use in Public Sector and Financial Services industry marketing
+ Work cross-functionally to create campaigns-in-a-box for Public Sector and Financial Services specific use cases that are not covered by the global campaigns team.
+ Work with corporate marketing and go-to-market teams to plan and host our flagship Process Intelligence event series to accelerate existing opportunities, generate new pipeline, and deepen our existing customer relationships.
+ Enable the Public Sector and Financial Services sales, BDR and partner teams on campaigns, key messages, and marketing programs
+ Lead demand generation reporting using marketing analytics to drive corrective action if needed to achieve demand generation targets of the territory or market and establish a regular reporting cadence with marketing and sales counterparts
+ Effectively spend marketing budget to drive new pipeline creation and accelerate pipeline and assess on an ongoing basis campaign effectiveness and ROI
**The qualifications you need:**
+ 7+ years experience in B2B Demand Generation or Field Marketing positions
+ Degree in marketing, communications, business, or related field
+ Proven track record of working with sales, partner teams, and customer success teams to create and execute campaigns that drive pipeline
+ Experience marketing to the Public Sector preferred
+ Knowledge of best practices in modern marketing: persona-centric demand generation, marketing automation, pipeline acceleration, demand generation funnel, etc.
+ Proven track record of using a wide variety of tactics like influencer networks, industry association partnership, account-based marketing, events, digital, email and partner marketing to drive demand
+ Ability to think strategically, prioritize tasks, execute with attention to detail, and consistently meet deadlines
+ Experience in Marketing Automation, Salesforce.com
+ Energetic, high performer with a willingness to take initiative and be resourceful
+ Creative thinker who is adept at working on multiple projects simultaneously in a fast-paced environment, and comfortable adding new ideas
+ Excellent presentation skills and confidence in communicating with senior-level sales VPs
+ Note: Travel will be required, approx 30% of the time
The base salary range below is for the role in the specified location, based on a Full Time Schedule.
Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.
The base salary range below is for the role in Washington, D.C. based on a Full Time Schedule.
$97,900-$169,100 USD
**What Celonis Can Offer You:**
+ **Pioneer Innovation:** Work with the leading, award-winning process mining technology, shaping the future of business.
+ **Accelerate Your Growth:** Benefit from clear career paths, internal mobility, a dedicated learning program, and mentorship opportunities.
+ **Receive Exceptional Benefits:** Including generous PTO, hybrid working options, company equity (RSUs), comprehensive benefits, extensive parental leave, dedicated volunteer days, and much more ( . Interns and working students explore your benefits here ( .
+ **Prioritize Your Well-being:** Access to resources such as gym subsidies, counseling, and well-being programs.
+ **Connect and Belong:** Find community and support through dedicated inclusion and belonging programs.
+ **Make Meaningful Impact:** Be part of a company driven by strong values ( that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future.
+ **Collaborate Globally:** Join a dynamic, international team of talented individuals.
+ **Empowered Environment:** Contribute your ideas in an open culture with autonomous teams.
**About Us:**
Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it with business context to give customers a living digital twin of their business operation. It's system-agnostic and without bias, and provides everyone with a common language for understanding and improving businesses. Celonis enables its customers to continuously realize significant value across the top, bottom, and green line. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide.
Get familiar with the Celonis Process Intelligence Platform by watching this video ( .
**Celonis Inclusion Statement:**
At Celonis, we believe our people make us who we are and that "The Best Team Wins". We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen.
**Your Privacy:**
Any information you submit to Celonis as part of your application will be processed in accordance with Celonis' Accessibility and Candidate Notices ( submitting this application, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Notice for the Application and Hiring Process ( .
Please be aware of common job offer scams, impersonators and frauds. Learn more here ( .

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

As a dedicated Advocacy Advisor-Intermediate , you will within defined guidelines and framework, provide timely , accurate and compliant responses for complaints identified and addressed to USAA's Executive Management Group, Chairman and Board of Directors, general consumers, and/or regulatory agencies. Considers the unique situation and provides an appropriate resolution that balances the need of the company and the individual.

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 or Tampa, FL. Relocation assistance is not available for this position.

Work Schedule: Monday-Friday 8:30 am-6 pm (Time zone based on your location)

What you'll do:

• Acquires and applies industry knowledge of products, services, and processes to serve as the primary point of contact in the resolution of complainant concerns, submitted to Advocacy for escalated handling.

• In accordance with business guidance and leadership oversight, examines the work performed by team members and vendor partners for any process or service failures identified within moderately sophisticated complaints that could encompass member harm concerns and/or failures.

• Completes the end-to-end lifecycle to resolve logged consumer complaints and delivers outcomes verbally or written to complainants, leadership, and, on occasion, to regulators defined by Bank Advocacy procedures, to include detailed documentation requirements.

• In collaboration with partners applies knowledge of Bank products, services, and processes to serve as a resource and advocate in the resolution of complaints of a routine nature.

• Identifies business process opportunities and develops summaries to mitigate risks and call out process gaps through proper internal channels for resolution.

• Communicates effectively in multiple platforms with complainants, executives, legal, other internal and external customers, and handles all interactions with professionalism and care.

• Maintains knowledge of applicable Enterprise and Bank policies, procedures, and regulatory guidelines.

• Optimally handles and prioritizes workload to consistently meet individual service level objectives .

• Ensures risks associated with business activities are optimally identified , measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelors degree: OR 4 years of related experience (in addition to the minimum years of experience required ) may be substituted in lieu of degree.

• 2 years of relevant customer service experience in a financial services, fraud, or insurance industry.

• 2 years of demonstrated experience in conflict resolution and documentation to include researching and resolving complainant issues and member customer concerns in financial services.

• Active CoSA specific licenses and state registrations as the need arises.

• Demonstrated experience in difficult verbal communications and developing written communications through open discussion and proactive business partner engagement.

• Experience multi-tasking and prioritizing in a fast-paced working environment ranging in complexity, while maintaining attention to detail

What sets you apart:

• Experience in complaint handling background with a large Bank.

• USAA banking experience (within the last 2-3 years).

• Experience with regulatory and consumer high risk complaint handling through verbal and written channels.

• Risk and Root cause analysis background (efficient and effective research capabilities-de-escalation background beyond live phone calls, i.e. outbound campaigns, remediation efforts, etc.).

• Technical writing skills and/or professional writing background with exposure, i.e. media, news.

• De-escalation skillset and ability in resolving complaints timely .

Salary: The salary range for this position is: $ 51,370 - $ 92,060 .

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.

Our client, a prominent investment firm specializing in the energy sector, is searching for a detail-oriented and analytical Energy Sector Financial Analyst to join their esteemed team in Miami, Florida, US . This role will be instrumental in evaluating investment opportunities, conducting market research, and providing critical financial insights to support strategic decision-making within the dynamic energy market. The ideal candidate will possess a strong foundation in financial modeling, valuation techniques, and a keen understanding of the economic drivers impacting the energy industry, including traditional and renewable sources.

Key responsibilities include developing and maintaining complex financial models for energy companies and projects, performing due diligence on potential investments, and analyzing financial statements and performance metrics. You will conduct in-depth market research and competitive analysis to identify emerging trends and risks. The Energy Sector Financial Analyst will prepare detailed financial reports, presentations, and investment memos for senior management and investment committees. Strong proficiency in data analysis tools and software, such as Excel, Bloomberg Terminal, and Capital IQ, is essential. You will collaborate with investment teams, legal counsel, and external advisors throughout the investment process. A thorough understanding of financial regulations and reporting standards applicable to the energy sector is also required. The ability to communicate complex financial information clearly and concisely, both verbally and in writing, is crucial. Our client offers a challenging and rewarding career path with excellent growth potential, a competitive salary, and a comprehensive benefits package. If you are passionate about finance and the energy industry, we invite you to apply and contribute to impactful investment strategies.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilizes functional expertise and knowledge of the business to support, develop, and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities:

1. Provides support for customers by handling inquiries via calls/emails/chats, demonstrating knowledge, understanding, and experience to handle volume of internal and/or external customer inquiries, which may include escalations.
2. Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.
3. Project Management: Initiates, executes, communicates, and documents projects as needed.
4. Acts as a liaison to other departments where follow-up is required to meet customers' needs.
5. Assists in identifying process improvement opportunities.
6. Engages, inspires, educates, and mentors new hires and incumbents.
7. Collaborates with other areas to identify, analyze, and improve processes.
8. Inputs and tracks data into the appropriate databases.

Supervisory Responsibilities: This job does not have supervisory duties.

Education and Experience:

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Certificates, Licenses, Registrations:

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)

Functional Skills:

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstate's systems required to perform the role
• Ability to sell and service policies (based on department requirements)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstate's billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need

This is a hybrid role where candidates are required to come into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people, and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems.

Job Description

• Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides, census, and plan information.
• Interprets plan provisions, product rules, and guidelines to process requests in accordance with plan and legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews, and analyzes errors and determines the best course of action for workable solutions. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow-up calls to service issues and questions, de-escalating complex customer requests, and providing outstanding care during resolution. Includes understanding topics that require insurance or securities licenses and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approves and processes business according to government regulations, contract provisions, and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.

May perform other responsibilities as assigned.

Reporting Relationships:

Reports to Operations Division Manager or Unit Manager.

Typical Skills and Experiences:

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate, and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, manage work independently, and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies, and experiences, may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Values:

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long-term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

#J-18808-Ljbffr

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.

Sales Assistant

This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.

Key Responsibilities

• Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
• Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
• Project Management: To initiate, execute, communicate and document projects as needed
• May act as a liaison to other departments where follow-up will be required to meet customers needs
• Assists in identifying process improvement opportunities
• Engages, inspires, educates and mentors, new hires and incumbents
• Collaborates with other areas to identify, analyze, and improve processes
• Inputs and tracks into the appropriate databases
  
  

Supervisory Responsibilities

This job does not have supervisory duties.

Education And Experience

• High School Diploma or GED (Preferred)
• 0-2 years experience (Preferred)
• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
  
  

Certificates, Licenses, Registrations

• Property & Casualty License (Preferred)
• SIE Exam and Series 6 and 63 Licenses (Preferred)
  
  

Functional Skills

• Advanced product knowledge and insurance regulations knowledge
• Excellent working knowledge of Allstate s systems required to perform the role
• Ability to sell and service policies (based on requirements of the department)
• Ability to diffuse customers and agents
• Excellent working knowledge of billing concepts and Allstate s billing systems
• Effective oral and written communication skills
• Intermediate problem-solving skills
• Ability to adjust schedule according to business need
  
  

This is a hybrid role where candidates are required to into the Boise Regional office twice a week.

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!

As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to Nationwide formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
  
  

May Perform Other Responsibilities As Assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager.

Typical Skills And Experiences

Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.

Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.

Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions

Overtime Eligibility: Non Exempt (Eligible)

Working Conditions: Normal office environment.

Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

Note To Employment Agencies

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Nationwide by 2x

Investment Planning Manager/Senior Manager Senior Finance Analyst (FP&A / G&A) - REMOTE

Caldwell, ID $77,969 - $41,371 3 hours ago

Senior Financial Analyst FP&A Productivity & Metrics Senior Associate, Negotiations & Deal Modeling

Boise Metropolitan Area 122,500 - 192,500 2 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr