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Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy. Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client's long-term objectives. Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds. Monitor the individual...
Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.
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.
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...
Provides quality administrative support in a timely and efficient manner to the President of Fort Washington Investment Advisors (FWIA). Works with some supervision and is responsible to make a minimal range of decisions, escalate to manager when appropriate and update manager on a regular basis.
Executes all aspects of the Vendor Management Program for the Contact Center, ensuring that vendor operations align with business objectives and service expectations. Responsible for developing and implementing enhancements to the vendor management program, ensuring it is appropriately scaled to meet the complexity and needs of the Contact Center. Provides leadership and strategic oversight of external third-party vendor relationships, ensuring adherence to performance standards, contractual obligations, and compliance requirements. Responsibilities include establishing and monitoring SLA's, tracking performance against contractual terms, and identifying areas for improvement to enhance vendor efficiency and effectiveness. Serves as the primary liaison between...
Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
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. Leads production support and development efforts for application programming and/or technology infrastructure team(s). In addition to normal managerial expectations, ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to executive-level associates only when appropriate.
Responsible for all performance and reconciliation functions, including the prioritization of projects and ad-hoc requests. Oversees the calculation and delivery of portfolio and composite performance on a daily, monthly and quarterly basis from Eagle Pace. Plays integral role in firm wide compliance with GIPS standards. Oversees daily and monthly reconciliation functions for Institutional and PCG business lines.
This position works onsite in our Fremont, MI office and 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.
Researches, analyzes, defines, designs, tests, checks and plans activities and application of new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.
The Vice President, Senior Portfolio Manager - Private Asset-Backed Finance (ABF) is responsible for developing, growing and managing a portfolio of Private ABF investments primarily for W&S insurance asset-liability management and surplus portfolios with the primary goals of income generation and capital preservation. The associate will partner with the public Securitized Fixed Income team with respect to both sector allocations and security selection.
Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.
Works in the dish room, covers shifts and assists the Kitchen Steward as needed. Cleans, sanitizes and stores all dishes, pots, pans, utensils and major equipment in the Cafeteria. Performs other general cleaning according to a daily Sanitation Log. Under direct supervision, is responsible for making a limited range of decisions, escalating to Lead worker and updating management as necessary.
Provides support to business and IT teams including security consulting for major corporate initiatives and information security projects. Performs risk assessments, security assessments and policy reviews of WSFG systems and third-party vendors to identify areas of noncompliance with established information security standards and regulations, and helps recommend mitigations strategies and countermeasures. Provides security guidance to other IT and project teams in the evaluation, design, or implementation of secure computing environments. Develops, reviews, and monitors information security policies and procedures and makes recommendations for improvement. Identifies and defines overall security requirements for the proper operation and design of business and IT applications to ensure...
Initiates, develops and maintains investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned territory. Grows third-party assets through business development efforts to meet established sales goals. Focuses on making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer. Strategizes with personnel that cover consultants to establish firm credibility and harvest potential prospects. Develops in-depth product and industry knowledge relating to investment products and financial services industry. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating...
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 (personal computer, LAN, mainframe, client server, etc.) 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.
Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...
The Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments to support Western & Southern profitability and product competitiveness in a risk efficient manner. Primary responsibilities include developing the investment pipeline, underwriting and recommending new investments, managing the existing portfolio, fulfilling reporting needs, and performing special projects to evolve Western & Southern's capabilities in this area.