Summary of Responsibilities: 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.

Summary of Responsibilities: Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.

Summary of Responsibilities: 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.

Summary of Responsibilities: As a Programmer Consultant you will support Robotic Process Automation initiatives across the Enterprise. You will be a member of the Center of Excellence specializing in Robotic Process Automation (RPA), participating in discovery, design, development and testing phases of the software development lifecycle. You will be proficient in understanding coding techniques, testing strategies, and application implementations while staying current in application development trends of RPA. You will be responsible not only for developing automations, but for general consulting on automation ideas as they are presented from the business. In addition, you will handle infrastructure support and maintenance of the servers and automation tools (UiPath), as well as provide support and guidance to other RPA developers. Other desired qualities include strong communication, project management and collaboration skills while working directly with a variety of business partners.

Summary of Responsibilities: Manages deal teams and work streams including the analysis, underwriting and execution of unitranche or mezzanine debt investments and corresponding equity co-investments toward the achievement of the management objectives of the Company.  Targets privately held companies in the continental US seeking unitranche or mezzanine debt investments and corresponding equity co-investement. Interacts directly with private equity groups, the management of portfolio companies, target companies, and investment banks. Conducts negotiations in regards to pricing and structure, and sources deals. Establishes a strong reputation in the market and targets deals in the $20 million to $50 million range, eventually producing 3 to 6 deals annually. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to Managing Director when appropriate.

Summary of Responsibilities: Executes web content and projects related to internal and external websites, email marketing initiatives, including the management of brand and development, distribution strategy, contact database management, SPAM requirements and compliance with the Marketing & Digital Center of Excellence (M&DCOE) best practice standards for format and cross browser/platform compatibility. Implements and executes initiatives related to digital marketing strategies on behalf of the Business Units. In conjunction with the M&DCOE, develops reports that provide email statistics, digital metrics and web analytics. Works under minimal supervision and is responsible to independently make a range of established decisions, escalating issues to Manager as appropriate..

Summary of Responsibilities: Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

Summary of Responsibilities: Provides legal advice and counsel on insurance and annuity matters to all Western & Southern Financial Group business and shared service units.  Provides legal advice on both a preventive basis and after issues have arisen.  Manages insurance and annuity litigation and disputes directly and/or through outside counsel.  Works with minimal supervision and escalates to Law and business unit management as appropriate.

Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.

Summary of Responsibilities: Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the Team Lead or Manager when necessary and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.

Summary of Responsibilities: Responsible for creating the content strategy for Touchstone Investments.  Develops and executes upon a detailed plan for the creation, management and promotion of engaging content in the form of product-related content (fund fact sheets and commentaries), sales presentations, events, email, social media posts, blogs, webpages, and similar. This strategy will support the business’ sales goals by identifying the types of content that will help pursue those goals, and by tracking usage performance. The content is expected to both drive traffic to our online platforms, and sales teams, while providing value to customers and prospective customers.  - Proactively collaborates with internal customers/sales and product management to define and deliver business and/or project needs. - Oversight responsibility for agencies, internal/external writers, videographers, voice-over artists, and graphic designers to ensure that all content meets standards of quality, matches the in-house style guide, and is completed before the deadline. - Serves as subject matter expert for content creation

Summary of Responsibilities: 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 medium-to-large, semi‑complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business.  Acts as a liaison between the business customer and InformationTechnology (IT) project team(s) by building cooperative, constructive, effective working relationships with internal and external customers.  Ensures IT understands the business and stakeholder requirements and resolves any gaps in understanding.  Guides and advises less-experienced BAs.  Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis. 

Summary of Responsibilities: Oversees some construction projects managed by the Facilities Services group at the Home Office campus and field offices.  Field office projects include renovations, new buildouts (relocations), and maintenance averaging up to 50% travel monthly.  Supports the Home Office Facilities Services group by performing a variety of maintenance jobs and being the modular furniture SME. Works independently 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.

Summary of Responsibilities: The Client Portfolio Manager interacts with investment management, sales, marketing and client service to effectively communicate with external stakeholders (clients/consultants) and assist in the ongoing marketing of fixed income and multi-asset strategies.  Works to competitively position strategies by being actively involved in marketing initiatives, institutional client service and new business development efforts.  Represents investment teams by acting as a specialized source of strategy and market knowledge and as an internal resource on non-investment related activities. Enables the firm to develop a more proactive approach to marketing, sales, relationship management and product development on specific strategies and/or asset classes.

Summary of Responsibilities: Answers inquiries primarily through telephone communications with a high level of quality customer service. Prepares pre-notification documentation for medical procedures and various prescription drugs. Maintains benefit eligibility information for associates and retirees in multiple systems. Handles all responsibilities in accordance with the Plan provisions, department policies and various Department of Labor regulations. 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.

Summary of Responsibilities: Maintains refrigeration units, heating and cooling controls, pumps and equipment in good operating order for the properties managed by Eagle Realty Group. Repairs and recalibrates electrical and heating and cooling controls. Dismantles and reassembles large and heavy equipment. Works mostly independently with some minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis. Prepares estimates for equipment replacement and installation cost. Supervises external contractors/vendors and manages HVAC-related projects.

Summary of Responsibilities: Administers, supports and maintains the relational database environment on the client-server platform. Provides technical expertise to application teams in designing, implementing and troubleshooting online and batch applications and overnight processing. Works under minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.

Summary of Responsibilities: Installs, maintains and repairs heating, ventilating, air conditioning, refrigeration systems, control systems and a variety of electrical and mechanical equipment in properties managed by Eagle Realty Group. Will be skilled in cleaning, adjusting and repairing systems. Responsible for air quality systems from installation to end-of-life by performing maintenance, warranty and emergency repairs. 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. Assists manager and/or SR HVAC Service Technician with estimating equipment replacement and installation cost. Supervises external contractors/vendors as needed.

Summary of Responsibilities: Individual contributor that works under limited supervision. Applies subject matter knowledge; requires capacity to understand specific needs or requirements to apply skills/knowledge. Project facilitator who guides cross-functional teams in executing the principles of the Agile Scrum and Kanban framework. Provides servant leadership to a team or teams and facilitates planning, team learning in the form of reviews and retrospectives, and adaptation of the process to ensure quality of team/solutions.  Provides training and mentorship to new teams and junior Scrum Masters. Champions Agile principles and the framework to the organization.  Ensures the tracking and reporting of daily activities. Responsible for removing impediments that prevent a team from completing the work it has negotiated for a given sprint. Works closely with the Product Owner(s) to ensure high velocity and high quality of delivery, while identifying and helping to resolve issues that emerge throughout the product development cycle 

Summary of Responsibilities: Manages the organization and use of client, policy/product, producer, and externally sourced data in collaboration with the Data & Analytics COE to conduct marketing analytics for W&S Agency. Extracts, curates, transforms and stores data for business intelligence, and identifies opportunities to increase the effectiveness and profitability of sales, service, recruiting and retention activities for Agency’s field and contact center. Works with minimal supervision and is responsible to make an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.