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The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions. Reporting and fund administration responsibilities include reviewing the quarterly report production process, monitoring and managing fund cash needs, and implementing processes necessary to launch new funds, create new products and grow the private equity business. Operational responsibilities include ensuring timely processing of all capital calls and distributions made by the funds' underlying investments as well as those by the funds to their limited partners. Oversees all reconciliations between Private and the underlying funds. Calculates and reviews net of fee IRR calculation and public...
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The VP, Senior Relationship Manager (VP, RM) is responsible for the strategic development, implementation, and maintenance of a comprehensive relationship management program for the largest and most complex base of Fort Washington Institutional clients and their corresponding consultants. The VP, RM builds and maintains executive-level relationships with CIOs, investment committees, and board members in order to retain business and grow third-party revenue through cross-selling of all Fort Washington investment strategies. The VP, RM is also responsible for investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. The position is responsible for growing third-party assets by proactively sourcing and pursuing new...
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Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis. Works with some supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis. Correctly applies actuarial principles to practical problems.
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Operates high-speed digital copiers utilizing the various digital front ends to each machine. Works with Graphic Designers and other customers to produce quality documents and forms used by customers and Enterprise associates. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager or assistant manager when appropriate and updating manager or assistant manager on a regular basis.
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Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.
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A Brief Overview
Responsible for the day-to-day coordination and completion of enterprise level projects within Western & Southern Financial Group (WSFG) using a combination of disciplines (process, change, and business, technical). Manages a variety of medium to large scale, Enterprise-wide initiatives simultaneously while serving as the single point of contact for those initiatives. Leads/coordinates all aspects of projects including but not limited to planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management, and quality management through all portions of the project and development lifecycles such as...
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The Organizational Development Consultant works closely with Human Resources and business units to design and implement best practice talent management methodologies to increase engagement, hiring, retention and performance of high-quality associates. Serves as lead member of Human Resources on corporatewide initiatives ensuring the design and implementation of such initatives aligns with the organization's culture, and both business unit and human resource strategies and goals.Drives the Company's organizational change management discipline and partners with business areas across the Company to ensure successful adoption and ownership of change initiatives. Partners with business areas to create a change management plan that is consistent, best-in-class, and increases associates...
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Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements to support multiple...
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A Brief Overview
Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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Operates a variety of computer systems, including z/OS Enterprise Server, Windows Server, and high-speed Xerox laser printers, while performing additional tasks required to maintain efficient data center operations. Maintains near-constant system monitoring using z/OS monitoring and job scheduling tools, as well as Windows Server monitoring solutions. Performs physical data center activities such as racking and unracking equipment and running cables beneath the data center floor between devices. Interacts primarily with Data Center Operations staff and their customers, with secondary engagement involving technical services, application support teams, and external equipment repair personnel. Works as part of a team of operators and a manager to support daily computer operations for...
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Leads and manages a team of exempt and nonexempt individuals responsible for the accounting of the overall Western & Southern Financial Group (W&SFG), life insurance subsidiaries (both statutory and GAAP) and certain non-life insurance subsidiaries. Coordinates the execution and delivery of the monthly GAAP consolidation results. Owns, executes and manages all organizational efforts related to expense budget, cost allocations and expense analysis. Actively communicating with senior leadership related to results and the projected impact of business activities on operating expenses.Leads and monitors organizations regulatory processes related to intercompany agreement transactions. Partners with Compliance Department and business unit stakeholders to ensure regulatory...
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Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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A Brief Overview
Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements...
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Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees and issues parking tickets/liability waiver, checks for proper parking tags, and cleans floors, offices and rest rooms. Washes company and executive vehicles as required. Utilizes our gas pump to gas all vehicles as required. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis
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Develops and modifies models needed to analyze risk and profitability of products in force and under development. Assists with analysis of results of these models and implements new products and financial reporting systems. Works with some supervision and is responsible for making a moderate range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis.
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Processes and reviews underwriting requirements by conducting customer interviews to gather non-medical and medical information. Works with some supervision but is empowered to approve applications and other decisions within the limits of authority level, and coordinates workflow of cases outside authority limits with Senior Case Specialist. Completes appropriate amendments, and thoroughly reviews and validates output to ensure accuracy. Ensures compliance rules regarding all requirements and procedures are completed. Research inquiries and provide prompt and accurate service to internal and external customers. Supports the overall goals of the department by meeting or exceeding department time service, production goals, quality standards and underwriting requirements.
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The Supervisor Agency Support leads and develops a team of Agency Support Specialists to deliver exceptional service to independent agents and agencies. This role is responsible for driving performance, improving operational efficiency, and ensuring consistent service quality across agency support functions. The Supervisor partners cross-functionally, analyzes call data, and implements process improvements that enhance the overall agent experience.
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
*This position is remote in these states only at this time: IN, WI, FL, GA, NC, SC, TX
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Leads, motivates, and manages team of licensed life insurance professionals to meet and/or exceed annual sales targets using established sales practices. Sets and maintains high standards of ethical conduct and performance for life insurance professionals when providing customer service or providing sales advice. Develops and implements strategies and marketing promotions, support processes and productivity tracking. Directly supervises associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Provides support to CRC upper management with all strategic initiatives and projects impacting the team. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager...
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This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.