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The Counsel - Investments will serve as the primary legal counsel to Fort Washington Investment Advisors ("FWIA") on transactional, securities and regulatory matters relating to the registration and operation of the investment advisor and compliance with Investment Advisors Act of 1940, and associated rules. Duties include providing advice and legal support to FWIA's Private Equity and Private Debt strategies, including fund formation; compliance with Securities Act of 1933, and associated rules; structured finance/CLOs; fundraising and marketing; SEC compliance; and other investment transactions and fund operation activities. Provides general corporate legal services, including mergers/acquisitions support related to the Enterprises' many corporate entities.
This role is critical for accelerating end-end life insurance processing and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, well-rounded senior leader of software engineering by trade specializing in COBOL application development and mainframe modernization to run end-end life insurance policy administration.
The ServiceNow CMDB Analyst II will be part of the Service Management Office (SMO) ServiceNow IT Asset Management (ITAM) team supporting the Configuration Management Data Base (CMDB) utilizing the ServiceNow platform. The ServiceNow CMDB Analyst II will have strong impacts on the IT Asset Management, Incident, Service Interruption and Change processes and maintain partnerships with the Application, Database, Enterprise Architecture, Network and Server teams for the installation and maintenance of the Applications and Services they run. Responsible for defining, implementing and maintaining the ServiceNow CMDB and ensuring strategic alignment and ongoing process health in support of Business and IT goals. Partners with the ITAM, ITSM and ServiceNow Platform teams to drive the...
Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and...
The Senior Manager, Enterprise Speech Analytics, is responsible with optimizing institutional knowledge across the enterprise by establishing and leading a Nexidia Speech Analytics team. This team will collaborate closely with distinct business units within multiple organizations to deliver business outcomes and synergies through strategic investments in the NICE/Nexidia/Enlighten Ecosystem and related technologies. The role demands strategic vision, leadership, and a profound understanding of speech analytics to ensure that insights derived from associate and customer data translate into actionable improvements, enhancing operational processes, regulatory compliance, sales, and customer satisfaction.
Holds direct accountability for Contact Center service levels managing approximately 250 phone agents for Customer Service, PST, Agency, IB and OB Sales. Responsible for monitoring the Contact Center staffing and workload on a real-time basis to identify the need for any adjustments, then create and execute plans for correction. Monitors call queues to ensure call routing systems are utilizing proper distribution rules and manages the queues via profile and workgroup changes. The Contact Center hours vary by department, is a one-site operation, with a mixture of onsite, work-at-home, full-time, part-time and third-party employees.
This role is critical for accelerating marketing, sales and servicing gains and the company's industry leading position by bringing incremental software changes to market. The ideal candidate is an industry-proven, hands-on, large-scale, senior leader of DevOps and Cloud Engineering by trade specializing in, containerization, serverless architecture, cloud migration and the automation of CI/CD pipelines for unimpeded high velocity deployment of software changes for the entire company.
The Customer Service & Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.
This role is critical for accelerating marketing, sales and servicing gains and the company's industry leading position by bringing incremental web changes to market. The ideal candidate is an industry-proven, hands-on, senior leader of web engineering by trade specializing in life insurance direct marketing and agency digital distribution.
Supervises building services of the 400 Broadway building and other local properties managed and leased by the company. Supervises general maintenance staff, as well as assigns work orders and ensures work is performed in a timely and quality manner. Areas include general maintenance, painting, carpentry, janitorial, laundry, groundskeeping, moving and other related operations. Coordinates activities with other shifts, outside contractors and other departments within Western & Southern Financial Group (W&SFG). 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
Our MBA Leadership Development Program (LDP) empowers top MBA talent to become exceptional leaders who drive impact at Western & Southern and in the community. Through strategic assignments and direct collaboration with senior leaders, LDP interns contribute meaningfully from day one.
Our Leadership Development Program is designed to...
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.
The Credit Analyst II (Leveraged Credit) is responsible for the ongoing analysis of assigned sectors within the Fort Washington corporate bond and loan portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning and security-specific trade ideas that support the overall client mandate.
The Part-Time Non-Licensed Service Consultant represents the Enterprise Engagement Center (EEC) and supports Gerber Life providing exceptional service to existing customers. Processes transactions and ensures customers' needs are met via inbound and outbound calls.
Schedules: We are currently looking for students who are available to work part-time, approximately 15 hours per week, preferably during the days of Tuesday, Thursday, and Friday, between 10:00 AM and 7:00 PM.
The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.
Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant.Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of the underwriting...
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...
Establishes with clients by researching, analyzing and resolving service requests and complaints. 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. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources.
Provides advanced markets sales and technical support to all Enterprise distribution channels with primary responsibility for the Integrity Companies. Includes complex tax and legal strategies related to creative and unique case design with Enterprise products in areas such as estate planning and conservation, wealth accumulation and distribution, retirement planning and business succession planning techniques.
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.