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Serves as the face of the Company with candidates and new associates. Supports the new associate onboarding process by scheduling drug tests, background checks, coordinating completion of new hire paperwork, and monitoring the processes to completion. This position also provides information and answers questions from candidates, associates and management to facilitate the onboarding processes and completion of required employment documents. Organizes and completes all administrative functions associated with the day-to-day operation of the talent acquisition function. Supports Talent Acquisition management and staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and...
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This position leads enhancements to data quality management platform and analyzes data for accuracy. Responsible for implementing business solutions that use data to streamline processes. Uses data profiling of additional data sources in determining accuracy and identifying automation opportunities. Independently partners with business users and IT to document business requirements and translates into actionable data modeling, data movement and translation programs. Works under minimal supervision and escalates to manager when appropriate.
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Manages, reviews, and processes life insurance applications during the new business process. Establishes and proactively maintains relationships with agents/producers and internal and external clients. Effectively answers questions about the insurance all aspects of the application process, providing accurate, detailed, and complete information. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates regularly.
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Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.
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The Talent Development Learning Experience Designer is responsible for developing and delivering training content to upskill associates across the organization in technical skills. Additionally, this role is also responsible for facilitating the gathering of critical knowledge from manuals, training materials, and subject matter experts (SMEs) across impacted Business Units, and structuring that knowledge for access in the flow of work. This role acts as a liaison between Human Resources, Shared Services, and Business Units to support the effective use of software and web applications by end users. This is a consultative role responsible for designing and delivering successful knowledge management (KM) and learning and development (L&D) interventions to increase adoption and remove...
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A Brief Overview
The Security Architect is responsible for executing a defined vision, guiding principles and strategy that enables the enterprise to implement and deploy security solutions and capabilities that are clearly aligned with business, technology and threat drivers. Provides leadership to project teams and leads security consultations for enterprise initiatives, delivering convincing recommendations to business and IT stakeholders. Responsible for helping develop security strategic plans and roadmaps based on sound enterprise architecture practices. Develops and maintains security architecture artifacts (e.g., models, templates and architectural diagrams) that can be used to drive security capabilities in projects and operations. Works with Senior...
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Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Lead and develops a team of skilled personnel, and/or managers, responsible for production support and development efforts across a broad spectrum of technical responsibilities and several business units, including all phases of the systems development and implementation process. While working closely with the business unit, effectively translate business strategy and objectives into technological capability to ensure best in class solutions that are of high quality, cost-effective, sustainable and market...
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Places mutual fund trades for the firm's registered reps via the brokerage platform. Rebalances and places model trades for client accounts held by the firm's Registered Investment Advisor. Monitors all daily trade activity firmwide, ensuring trades are entered and processed in accordance with published firm rules and industry regulations. Processes and documents trade error and trade correction requests. Serves as a point of contact and subject matter expert for the brokerage platform performing account paperwork review and opening, maintenance, cashiering requests, transfers and additional follow up as needed. Works with some supervision and is responsible to make an established range of decisions, escalating to the manager when appropriate.
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Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis with a focus on accuracy, compliance, and continuous improvement. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting in compliance with U.S GAAP, statutory and regulatory requirements. Prepares financial analysis, presenting results to departmental and shared service leadership. Contributes to enterprise-wide financial initiatives including implementation of new accounting standards, assessment of emerging accounting issues, and improvement of reporting processes. Serves as a subject matter resource on accounting topics, collaborating with operations,...
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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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Provides oversight and leadership of operational and technology aspects of the transaction processes and systems within Fort Washington Investment Advisors (FWIA), including the trading system, and settlement and cash desk functions. Implements infrastructure to support the growth projections and enhanced complexity of new product offerings and asset class investments made by FWIA, including derivatives, international securities and bank loans. This includes recommending appropriate accounting and ensuring compliance with Dodd-Frank and other regulatory requirements. Independently leads process redesign and enhancements, including trade flow modernization, optimization of processes, and software selection and upgrades. Effectively trains new associates within assigned functions to...
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Examines, investigates and evaluates information from policyholders, attorneys, physicians, hospital personnel, police departments, employers, State Medicaid personnel, funeral homes, Probate courts and other professionals needed to determine the disposition of life, annuity, health and disability claims within authority limits. Benefit and coverage decisions made are susceptible to litigation and/or significant monetary damages. In addition to claim handling, handles second-level support calls from the Client Relationship Center (CRC) and direct customer support to clients and financial representatives (i.e. outbound calls to settle express claims). Provides prompt and courteous customer service to external and internal customers and provides job-specific training...
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Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. 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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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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Partners with Gerber Life Group Benefits medical stop loss and specialty lines underwriters to evaluate and select risk, monitor results, and develop/execute on strategies for continuous improvement in underwriting performance. Position is responsible for developing and strengthening relationships with distribution partners to effectively direct processes such as facultative reviews, among others, to ensure profitability targets are achieved.
Please note this position is located in Cincinnati, OH.
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A Brief Overview
Produces or modifies computer programs of simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. 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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Designs and facilitates training programs and workshops that support the guiding principles and objectives of the organization. Primary responsibilities are weighted equally between instructional design of training courses and faciltation of both in-person and virtual training sessions. Provides research, consulting and training services in a variety of areas including product specific, technical and soft-skill training. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
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Provides strategic leadership in the development of Western & Southern Financial Group's (WSFG) Information Security management program to support the business objectives of W&SFG. Leads the Information Security Risk Management and Identity & Access Management (IAM) teams. Additionally, ensures efficient, cost-effective operation, and oversees project development and implementation, in addition to normal managerial expectations. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
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A Brief Overview
Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. 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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Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans. Completes and coordinates regulatory reporting and mailings related to retirement plans by established deadlines. Coordinates with vendors and internal partners involved with supporting retirement plans. Gathers business requirements, develops and documents test matrices and testing scenarios, and executes user acceptance testing and validation for changes impacting retirement processes and systems. Provides technical consultative support to the Retirement Specialists. Administers daily...