Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Investment Operations Director overseeing a team of specialists in financial services. Ensuring compliance, maintaining service levels, and supporting strategic initiatives for product offerings.
Responsibilities
- Oversee a team of Investment Specialists, Consultants, and Principals
- Demonstrate accountability, agility, and inclusion
- Support strategic initiatives for new product offerings
- Ensure processing service levels are consistently maintained
- Collaborate with the team to establish clear strategic and personal goals
- Provide feedback and partner with direct reports on developmental opportunities
Requirements
- High School Diploma
- Series 7 and Series 24 licenses required at time of application
- 5+ years Financial Services / Investments experience
- 1+ year leadership or 1:1 coaching/mentoring experience
- Strong analytical/Problem solving skills
- Strong written, verbal, and interpersonal communication skills
- Listening skills
- Organization navigation skills
- Time Management (multi-tasking SME in multiple functions and proficient in most functions)
Benefits
- Regular meetings with the MMLIS In-Force Operations Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
Corporate Strategy & Finance Manager driving financial decision - making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.
Implementation Training Consultant providing training on Homecare Homebase's financial software. Supporting healthcare organizations in successful software adoption and operational efficiency.
Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
Consultant providing strategic advice and technical assistance to facilitate Gender Lens Investing initiatives. Collaborating with project teams in Sri Lanka for gender equality and financial inclusion.
Financial Analyst supporting the MedTech EP & Neurovascular business across LATAM. Responsibilities include financial leadership and strategic support, with an emphasis on profitability optimization.
Digital Finance Specialist at Forcit Group developing digital financial solutions for decision making. Collaborating with finance, IT, and business units to ensure data quality and support growth.
Senior NetSuite Finance Consultant at Greenstep supporting clients with financial processes, system development, and NetSuite implementations. Join a tech - oriented, global growth company.