Experience gathering requirements,designing, prototyping, testing and deploying solutions. Subject Matter Expertise in reporting including developing complex reports, layouts, and analytics for business purposes. All other requirements necessary for this position.
Required Skills: Ideally will have 10-20 years of pension actuarial experience. EA designation at a minimum with ASA/FSA being a big plus. Must have good client management and people management capabilities. Interest in working for a smaller firm with lots of room to grow. Team player.
Simplify, standardize, and globalize service and operations. Lead complex, cross-functional, process design and process improvement efforts. Qualifications Include: Strong general management business background. 7 years+ of relevant experience in continuous improvement management.
Design new business / revenue models for new ventures. Structure budgets for ventures and company deals. Assist with decision making related to new initiatives. Skills and Requirements Include: 3 - 5 years relevant experience in venture capital funds or similar.
3-5 years of relevant experience in the retail investment space. Previous experience working with an Investment Advisor or ETF/Fund company. Hold the Series 7 designation to provide financial advice to retail clients in the US. Proven record of high performance.
Skills and Requirements Include: Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA. NASD Series 7 and 63; within 6 months of hire. An excellent understanding of retirement plans, retirement plan marketplace, and key competition.
Work in a team setting and need to be willing to help out wherever needed. Skills and Requirements Include: 5+ Years of Individual Life Underwriting Experience. Must currently be with a Carrier Company. Minimum of $1M Sign Off. Designation in progress. Open to Internal Promotions.