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This position is responsible for successfully leading and coordinating all foundation and endowment ( F&E ) client acquistion and support services offered to current and prospective clients resulting in high client loyalty and significant growth in revenue for the organization. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to more senior management when necessary.
Manages the planning, organizing and directing of Human Resources' activities in support of assigned business unit(s). Acts as business partner with business units to maximize human resource assets in the areas of employment, compensation, associate relations and performance management. Conducts Guilford Institute training programs for associate development. Works with minimal supervision and is responsible to make an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
PLEASE NOTE: This is a 3rd shift position
Operates a variety of computer systems including Z/OS Enterprise Server, Window Server, high-speed Xerox laser printers and other computer operations tasks to ensure efficient computer center operations. Near constant attention in monitoring our equipment using tools such as MAINVIEW MVS/MAINVEW CICS, CA7 and ORION. Racking/Un-racking Data Center devices and the ability to lift up to 70 lbs. The Operator will need to run cables under the Data Center floor from device to device. Primary work contacts include the Data Center...
Collaborates with stakeholders to identify and articulate business and stakeholder requirements for the entire Salesforce suite of products, 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 Salesforce 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,...
Provides administrative support to the Sr. Vice President (SVP), Human Resources, and Sr. Vice President, Compensation & Benefits. Maintains calendar, schedules appointments and governs time for both SVPs. Expedites work through proper channels in the absence of the SVPs; maintains regular and follow-up files and confidential data. Arranges travel plans as directed, independently prepares correspondence; maintains records and creates and maintains presentations, charts, graphs, spreadsheets and databases. Works with minimal supervision and is responsible for making an established range of decisions, escalating to the SVPs when necessary and updating him/her on a regular basis.
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.
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.
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.
In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge. This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.
Facilitates day-to-day functions with key Touchstone Fund service providers - custodian, liquidity vendor, 22c2 vendor, fund accountant, transfer agent, sub-advisors, prime broker, commission recapture vendors and sub-administrator. Coordinates problem resolution with and between Touchstone service providers. Works closely with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market registration, maintain oversight on custody account balances and the Securities Lending program. Helps to facilitate operational aspects of various Touchstone strategic product initiatives. Assists with regulatory oversight of Touchstone's third party broker-dealer omnibus relationships to ensure adherence to the industry and firm's policies...
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.
Manages and executes the monthly, quarterly, and annual accounting processes as they relate to a one million square foot Class A office, retail and parking garage development, known as Queen City Square. Manages and executes the budgeting, reporting and forecasting as well as the day-to-day financial operations relating to the property. Manages and executes the processes used to allocate costs between the office, garage and retail components of the property. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP and director when necessary and updating AVP and director on a regular basis.
The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative...
Responsible for administering all the functions required to appoint and maintain external agencies and agents with Gerber Life in order to sell insurance products.
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 ideation/conceptualization,...
Researches, analyzes, defines, designs, tests, checks and plans activities and applications 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, relational databases, 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...
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 large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of...
The Associate, Private Equity is a member of the private equity team with responsibilities relating to administration of investment opportunities through the investment process. The associate, private equity works on deal teams with other investment professionals, including detailed evaluation of investment opportunities and serves on deal teams for due diligence. In addition, the associate prepares documentation, reports and analysis to aid the investment managers and deal teams in managing the process from deal screening through investment recommendation and reporting to limited partners. Works with 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:
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...
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.