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.

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.

Provides financial accounting services for the Touchstone Mutual Funds and corresponding impact to Touchstone's business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds, including the preparation and review of the quarterly, semi-annual, and annual financial statements, management reporting and board reporting materials. Assists with the day-to-day oversight of Fund Accounting and Financial Reporting functions by interacting with third-party service providers and external auditors of the funds. Builds relationships with external service providers and external auditors. Participates with management as a business partner in the regulatory operations of the funds and the Touchstone Business Unit. Assists with potential...

Calculates the daily investable cash position for 20+ companies/portfolios. Analyzes and interpretes various data feeds, reconciling previous day bank activity against projections and making decisions regarding the ultimate investment potential of the cash flows. Protects corporate assets through the use of strong monetary controls, financial judgment skills, an understanding of accounting principles and reconcilement. Maximizes the investment return for Western & Southern Financial Group. Maintains strong relationships with bank representatives, Fort Washington Investment Advisors (FWIA) Portfolio Managers, System Managers and FWIA and Controller (Investment Records & Accounting [IR&A] and Accounting Operations) support staff Provides consulting,...

Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to...

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.

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 will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our customers.

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 calls and outbound...

Under the direction of the Manager, Treasury Systems and Compliance, this position plays a key role within the Treasury department. Ensures that departmental operations and processes are implemented and executed in compliance with Enterprise policies and procedures as well as best-in-class Treasury practice. This associate also performs key tasks with respect to the administration of hundreds of bank accounts, the Enterprise corporate card program, system user administration across 25+ unique systems, and measuring Treasury department KPIs. Updates manager on an as-needed basis and identifies issues for escalation directly to area impacted and ensures remediation takes place.

Directs and manages outsourced tax compliance process in determining Western & Southern Financial Group's income tax liability for financial statement and legal compliance purposes, primarily federal tax. Responsibilities also include the timely completion and filing of all federal tax returns for W&SFG, controlled partnerships and tax-exempt entities. Directs the implementation of changes in tax legislation as they impact the Enterprise's tax and operations; federal, audits; tax cash flow planning and projections; and research on various issues received from the Vice President, Tax, or that arise in the compliance process. Provides assistance on accounting and tax planning for corporate joint ventures, acquisitions, formations, dispositions and...

Overall responsible for all performance and attribution information and delivery. Oversee the daily, monthly and quarterly production of accurate and timely portfolio and composite performance results and associated reporting. Review and distribute all equity and fixed income attribution data and reports. Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS). Assist or lead projects as needed. Establish, implement and manage daily policy and procedures of the performance department to meet the needs of portfolio management, marketing and senior management in a manner which is compliant with SEC, GIPS and related regulatory rules, laws and requirements. Document all activities to...

Supervision of on-site or remote employees that are part of an Inbound Service Contact Center. Responsible for effective service team management in an on-site or virtual environment that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators.

Scans and indexes paper documents into the imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a timely and quality manner. All documents are to be handled in accordance with departmental standards including established time service and quality standards. Applies the correct indexing schema to each document to ensure appropriate downstream processes trigger if applicable.

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...

Analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and...

We are seeking a skilled and forward-thinking developer to join our GenAI development team, contributing to the advancement of a Retrieval-Augmented Generation (RAG)-based platform that supports a variety of knowledge tasks. This system is a cornerstone of our internal GenAI innovation efforts—designed to capture, store, and generate knowledge from a wide range of sources including documents, databases, web content, and data services. The ideal candidate will have experience building generative AI applications using APIs to large language models (LLMs) such as OpenAI GPT, Llama, Gemma, and similar. Full-stack development experience is highly desirable, with strong proficiency in Python, SQL, and React. Deep familiarity with LLM prompting best practices is...

Participates in the design, development, testing, implementation and subsequent maintenance of Lafayette Life's life insurance and annuity products on their administration and illustration system platforms. Works with the Project Management Office to promote the timely completion of new product development projects. Ensures that calculations are accurately performed and kept with the intended and approved product design. Leads efforts to research and solve product problems. Coordinates programming change request process and supports testing of revised code. This position is expected to be able to work independently and escalate issues appropriately.

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.

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.

The Administrative Assistant's primary role is providing administrative support to the Gerber Life Insurance Contact Center Team. As needed, the Administrative Assistant also provides administrative support to the Operations Management Team  and White Plains personnel.