6,643 Financial Technology Consultant jobs in the United States

1. *Responsible for any or all phases of systems analysis, design, integration, technical development, implementation, and on-going support of administrative or academic information system projects as assigned.
2. *Through participation in formal and informal training and via independent reading to maintain an industry - current technical knowledge and strong hands-on skill in the use of software tools and/or packages upon which the District's information technology resources and systems are based.
3. *Maintains a general knowledge of information system technical components such as operating systems, database management systems, web design/development tools, networking hardware/software, micro/mid/large computer hardware systems, etc.
4. *Researches and evaluates new software to determine applicability to present and future institutional needs; makes recommendations for implementation.
5. *Experience with Ellucian Colleague suite of products such with an emphasis on Financial Aid.
6. *Consults with user clients in assigned administrative or academic areas regarding information needs, existing system problems, training requirements, etc.
7. *Provides on-going support for existing assigned administrative or academic application systems; investigates and resolves problems involving these systems, addresses data integrity concerns, provides integration of business rules with information systems.
8. *Develops application system documentation and provides associated training for user client staff on information system operation.
9. *Maintains awareness of District's information system and technology needs and developments through participation in user advisory committees and departmental meetings.
10. *Confers with other division staff. Confers with supervisor regarding problems or unusual events; keeps supervisor informed of the status of assigned projects and activities.
11. *Acts as primary contact with vendors for products and services.
12. *Participates in in-service training, workshops, and other educational activities as required or assigned.
13. Performs related duties as required or assigned.

1. Requires an Associate Degree in Computer Information Systems or related field.
2. A Bachelor's Degree in Computer Information Systems or related field is preferred OR an equivalent combination of education and experience. In lieu of a degree, 8 years of work experience in the Information Technology field.
3. Two years of experience in Web programming / development and/or (2) years of experience working with Ellucian products and solutions for customers in the higher education sector and occupational experience in business systems analysis, design, integration, technical development, and implementation.
4. Experience as a project leader for a systems implementation project in an educational environment is desirable; or any equivalent combination of experience and training which provides the necessary knowledge, skills, and abilities to include the following
   
   1. Colleague experience crucial. Colleague system administration experience, and experience with Colleague Web API, including ELF imports.
   2. Experience in SQL environments.
   3. Experience programming in such languages as C# or .NET
   4. Experience working with Ellucian Colleague products/components including UI, WebAdvisor, E-Commerce, Portal, Self Service, Student Planning, and Mobile
   5. Experience with Colleague Studio, UniData, and Microsoft SQL Server.
   6. Knowledge of client side development using JavaScript, JQuery, HTML5, and CSS
   
   
   
   

• Helping clients better manage risks associated with their use of technology, to protect and lead enterprise value.

• Innovation: new ways of thinking and new ways of doing.

• Technology enablement: analytics, automation and other new tools and methods.

• Staying current: building skills in all areas of evolving technology.

• IT General Controls (ITGC)

• IT Frameworks

• Cybersecurity

• Cloud Audit

• Data Governance & Privacy

• Enterprise Applications

• Technology Resilience

• Disaster Recovery

• IT SOX

• Analytics

• Emerging Technologies

• Control programs

• Technology Enablement

• You enjoy identifying areas of business and technology risk, and opportunities to improve efficiency, increase performance, and help clients better utilize all technologies.

• You are motivated to learn and interested in all things related to data and technology, including the latest trends and developments.

• You are passionate about building relationships with clients and providing clients with exceptional experiences.

• You have an inherent interest in project management and team leadership.

• You contribute to a positive team culture that fosters open communication among all engagement team members.

• You create development opportunities for others and ways for your team to improve our clients and communities.

• You have interest in working with a diverse portfolio of clients across the financial services industry.

• Experience with or understanding of:

• IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.

• Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.

• Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.

• Financial services industry regulations.

• Exposure to and/or interest in:

• The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.

• Analytics and technology enablement (automation, AI/ML etc.).

• Evaluating, summarizing, organizing, and interpreting data.

• Establishing and cultivating business relationships and a professional network.

• Ability to translate and communicate technology topics and audit issues to client personnel, including executives.

• Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.

• Experience performing documentation of findings and summarizing recommendations.

• Bachelor's degree in a relevant discipline (e.g., Accounting, Finance, Information Technology, Cybersecurity, or business-related field).

• 2+ years working in internal audit, consulting, assurance services, risk and control programs, or related field, either in professional services or within the financial services industry.

• Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on Visio and Access.

• Proficiency in PowerBI, Tableau, Alteryx, SQL, Python, and/or RPA Solutions a plus.

• Professional certification such as CIA, CRMA, CISA, CISM, CISSP, or similar preferred.

• The specific accommodation requested to complete the employment application.
• The location(s) (city, state) to which you would like to apply.

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.

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.

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.

• 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.

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

• 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.

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.

• 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.

Reports to Operations Division Manager or Unit Manager.

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.

Regularly and consistently demonstrates the Nationwide Values.

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.

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.

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
  
  

• 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.
  
  

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

• 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
  
  

• 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
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at Nationwide by 2x

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

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.

• Base Salary plus Commission
• SIMPLE IRA retirement match up to 3%
• PTO: 3 weeks every year with unlimited carryover
• 2k raise to base salary every 4-6 months for meeting a high level of production
• Valuable experience
• Health insurance
• Training & development

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
• - if not, I can help you obtain these)
• Conduct financial reviews and recommend appropriate products.

• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Must be able to obtain relevant licenses.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication & interpersonal skills.
• Successful track record of meeting sales goals/quotas preferred.
• FINRA Series 6, 63 and 65 licenses preferred.

PIcbe39e2d4361-34600-36893171

2 days ago Be among the first 25 applicants Direct message the job poster from Strength & Honor Financial, LLC Strength & Honor Financial, LLC a member of Invictus Financial Solutions ABOUT US: Our firm is a leading force in the financial services industry and we are rapidly expanding. We are a non-captive broker dealer, partnered with top companies like Prudential, Fidelity & Guarantee, Corebridge, John Hancock, and more. We market and represent these products and services. Financial professionals are ranked as the #1 growing career by the U.S. Department of Labor. During times of economic distress and retirement losses, our services are more essential than ever. Our firm stands out for its diverse services and educational approach, helping clients make better financial decisions for their families. WHO WE'RE LOOKING FOR: No experience is necessary. We seek hard-working, dedicated individuals willing to undergo training as financial professionals and develop into management and leadership roles (promoting from within). You will learn to discuss financial goals with clients and create plans using our products (retirement, college planning, investments, insurance). OUR COMPANY OFFERS: Remote work Full, in-depth training & mentorship Flexible schedule Part-time and full-time positions Exciting environment Unlimited growth potential Stability and security QUALIFICATIONS: Excellent communication skills Teamwork ability Detail-oriented with follow-up skills Ability to work under pressure with a positive attitude Multitasking and time management skills BENEFITS: Flexible schedule Work from home SALARY: Bonus opportunities WORK LOCATION: Remote Additional Information: Seniority level: Internship Employment type: Part-time Job function: Finance and Sales Referrals increase your chances of interviewing at Strength & Honor Financial, LLC by 2x. Related roles: Analyst II, Credit Risk - Portfolio Monitoring and Direct to Consumer Southwest Territory Manager - Veteran's Affairs Specialist Legal Administrative Assistant - Detail-Oriented Pro Location: Tijuana, Baja California, Mexico, 1 month ago #J-18808-Ljbffr

2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $40,000.00/yr - $5,000.00/yr Direct message the job poster from Bankers Life Connecting Top Talent with Opportunities | Recruitment & Talent Acquisition Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals in the greater Miami area. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you. First year agents average between 40,000 and 65,000 in paid commissions Passive income opportunities and quarterly bonus programs Fully paid insurance pre-licensing course, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance, Sales, and Customer Service Industries Insurance, Financial Services, and Insurance Agencies and Brokerages Referrals increase your chances of interviewing at Bankers Life by 2x Sign in to set job alerts for “Financial Services Professional” roles. Miami Beach, FL $125 000.00- 200,000.00 1 year ago Miami, FL 65,000.00- 75,000.00 5 days ago Miami, FL 80,000.00- 100,000.00 1 week ago Miami, FL 80,000.00- 100,000.00 1 week ago International Private Bank, Investment Professional , Analyst Miami-Dade County, FL 150,000.00- 250,000.00 3 weeks ago Miami, FL 70,000.00- 90,000.00 3 days ago Relationship Officer | Client Management Miami, FL 66,200.00- 121,800.00 2 weeks ago Miami, FL 100,000.00- 110,000.00 22 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas • Must have effective relationship management skills • Must have the ability to successfully network and prospect for new clients Compensation: $75,000 - $25,000 yearly • Compensation: $7 ,000- 125,000 per year #J-18808-Ljbffr