USAA jobs

- 3,452 Jobs
  • Business Insurance Agent - Intermediate

    USAA 4.7company rating

    USAA Job In Phoenix, AZ Or Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Use a consultative approach to resolve customer needs, establish trust, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Build and maintain relationships between members and nonmembers and insurance carriers, exercising technical knowledge and communicating solutions. Use understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through accurate documentation. Classify member's and/or non-members business and provide accurate risk management and risk mitigation solutions. Research industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Use Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to appropriately select product and carrier offerings. Calculate Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of insurance sales and service experience and/or experience working in a commercial insurance, high value, or broker agency setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. Successful completion of a job-related assessment may be required. What sets you apart: 2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 2 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.7k-76.6k yearly 4d ago
  • Actuary Lead

    USAA 4.7company rating

    USAA Job In Phoenix, AZ Or Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Credentialed Actuary Lead you will leverage expert, broad actuarial knowledge in at least one actuarial practice area (pricing, reserving, modeling, catastrophe risk, claims analytics, product management, etc.) to identify, define, and design solutions for complex, thought-provoking problems that drive business results at the LOB level. This Actuary Lead will be part of the Property Pricing State Team with responsibilities mainly focused on Homeowners pricing efforts including coordinating, preparing, and performing advanced actuarial analyses required to project future results, reprice existing products, and determine financial strength. This individual will have end-to-end Homeowners pricing ownership This position can work remotely in the continental U.S. with occasional business travel.What you'll do: Apply deep and broad actuarial knowledge to identify, define, and design solutions to complex problems with ambiguous requirements (e.g., end-to-end design of rate level indications process for a new product; independently shapes and transforms all aspects of machine learning and AI for a product: (data selection, model selection, stakeholder communications, performance monitoring, etc.); independently runs catastrophe models for advanced ad-hoc analyses; provides guidance and training to peers for running and validating the catastrophe models; enhances current methodologies to tailor catastrophe model results to better represent USAA's risk; designs and performs broad and complex actuarial analyses that produces actionable insights for company-level decision-making designs reserving methodology and technical platform for new product. Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product, methodologies, and procedures. Lead special actuarial projects, such as the development of new pricing methodologies or reporting tools to impact LOB-level initiatives. Provide thought and/or technical expertise on complex topics and influences key stakeholders on business decisions. Lead cross-functional actuarial initiatives. Strategically partner with IT to influence the design, alignment, and implementation of technical business standards. Manage USAA vendor relationship(s). Assist the business unit with translating strategic objectives into tactical solutions. Maintain current knowledge of market trends and emerging risks and proactively develops strategies, policies, and processes to address them. Develop written communication and presentations that effectively to convey data-driven solutions to broad audiences including cross-functional executive leadership. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of Actuarial or analytical business experience + Associate of the Casualty Actuarial Society (ACAS) Credential held for 3 years; OR 6 years of Actuarial or analytical business experience + Fellow of the Casualty Actuarial Society (FCAS) Credential. Demonstrated expertise with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making. Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Demonstrated experience communicating complex solutions and analysis to cross-functional audiences, including executive leadership. What sets you apart: Property pricing experience Rate filing experience in a variety of regulatory environments Experience in using a variety of pricing methodologies and models Experience leading teams through effective communication, learning, and mentorship A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Experience working on multiple projects, managing competing priorities, and prioritizing workflow through strong partnerships with multiple business partners. Expert problem-solving, critical thinking, and analytic skills Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $78k-100k yearly est. 4d ago
  • Product Director - Artificial Intelligence/ Machine Learning

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX Job

    and 3 more Job Identification 210639018 Job Category Product Business Unit Consumer & Community Banking Posting Date 06/20/2025, 08:21 PM Locations 8181 Communications Pkwy Ste C, Plano, TX, 75024, US 7255 Baymeadows Way, Jacksonville, FL, 32256, US 100 W University Dr, Tempe, AZ, 85281, US 3415 Vision Dr, Columbus, OH, 43219, US Job Schedule Full time Job Description The Consumer & Community Banking (CCB) division at JPMorgan Chase serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. As a Product Director in Home Lending, you will lead the charge in creating products and features that captivate and delight customers. You will harness your expertise to challenge the status quo, eliminate obstacles, and cultivate a culture of continuous innovation. You'll partner with cross-functional teams to deliver transformative solutions and deliver best-in-class products. The Product Director will build and manage teams to oversee these three initiatives for Home Lending Production (sales), Operations (loan processing and fulfillment), and Servicing: Document Automation, Voice Automation and Product and Technology Automation. He/she will leverage JPMC enterprise tools utilizing Large Language Models, Generative AI, and Agentic AI to create models that streamline processes in a compliant manner. Join us in redefining the future of Home Lending! Job Responsibilities Work with stakeholders to gather requirements, define user stories, and prioritize the product backlog to ensure alignment with business goals and customer needs. Engage daily with engineering and design teams to set strategy, clarify requirements, provide feedback, and ensure that product increments are delivered on time and meet quality standards. Organize and participate in user research sessions and usability testing to gather insights and validate product features, iterating based on feedback. Lead and participate in agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure effective team collaboration and continuous improvement. Analyze product performance metrics and user feedback to identify areas for improvement and make data-driven decisions to enhance the product. Regularly update stakeholders on product progress, challenges, and upcoming priorities, ensuring transparency and alignment across the organization. Create and maintain product roadmaps that outline the strategic direction and key milestones, ensuring they are communicated and understood by all relevant parties. Continuously research and stay informed about industry trends, competitor products, and emerging technologies to identify opportunities for innovation and differentiation Required qualifications, capabilities, and skills 8+ years of experience or equivalent expertise successfully delivering products, projects, or technology applications. Customer-Centric Mindset: Demonstrate a deep understanding of customer needs and pain points, uncovering root cause, and use this knowledge to guide product development and prioritize features that deliver maximum value. Visionary Leadership: Ability to articulate a clear product vision and strategy that aligns with the company's goals, and inspire cross-functional teams to work towards achieving it. Data-Driven Decision Making: Proficiency in using data and analytics to inform product decisions, measure success, and iterate on product features to improve user experience and business outcomes. Collaboration and Communication: Strong skills in collaborating with engineering, design, and business teams, and effectively communicating product goals, priorities, and progress to stakeholders at all levels. Technical Acumen: A solid understanding of the technical aspects of product development, enabling effective collaboration with engineering teams and informed decision-making regarding technical trade-offs. Agile Methodology Expertise: Experience in working within agile frameworks, such as Scrum or Kanban, to manage product backlogs, plan sprints, and ensure timely delivery of high-quality product increments. Problem-Solving Skills: Ability to identify root cause over symptom problems, formulate real problem statements and address product challenges creatively and efficiently, ensuring that solutions align with both user needs and business objectives. Market and Competitive Analysis: Conduct thorough market research and competitive analysis to identify opportunities for differentiation and innovation, and incorporate these insights into the product roadmap. Preferred qualifications, capabilities, and skills Bachelor's Degree in a Relevant Field: A degree in Business, Computer Science, Engineering, or a related field, or equivalent practical experience. Previous experience in user experience design and solution design Proficient in Figma, JIRA, JIRA Align, Excel, PowerPoint, Process Mapping Tools To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT). About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey. #J-18808-Ljbffr
    $124k-158k yearly est. 7d ago
  • Data Scientist Senior

    USAA 4.7company rating

    USAA Job In Phoenix, AZ Or Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Bank AI/ML team is looking to fill several Senior Data Science positions. Candidates with backgrounds in model development for credit risk, marketing, or everyday banking are preferred. As a dedicated Data Scientist Senior you will translate business problems into applied statistical, machine learning, simulation, and optimization solutions to advise actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. In collaboration with engineering partners, delivers solutions at scale, and enables customer-facing applications. Leverages database, cloud, and programming knowledge to build analytical modeling solutions using statistical and machine learning techniques. Collaborates with other data scientists to improve USAA's tooling, growing the company's library of internal packages and applications. Works with model risk management to validate the results and stability of models before being pushed to production at scale. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Gathers, interprets, and manipulates structured and unstructured data to enable advanced analytical solutions for the business. Develops scalable, automated solutions using machine learning, simulation, and optimization to deliver business insights and business value. Selects the appropriate modeling technique and/or technology with consideration to data limitations, application, and business needs. Develops and deploys models within the Model Development Control (MDC) and Model Risk Management (MRM) framework. Composes, and assists peers with composing, technical documents for knowledge persistence, risk management, and technical review audiences. Assesses business needs to propose/recommend analytical and modeling projects to add business value. Works with business and analytics leaders to prioritize analytics and modeling problems/research efforts. Builds and maintains a robust library of reusable, production-quality algorithms and supporting code, to ensure model development and research efforts are transparent and based on the highest quality data. Translates complex business request(s) into specific analytical questions, executes on the analysis and/or modeling, and then communicates outcomes to non-technical business colleagues with focus on business action and recommendations. Manages project milestones, risks, and impediments. Escalates potential issues that could limit project success or implementation. Develops best practices for engaging with Data Engineering and IT to deploy production-ready analytical assets consistent with modeling best practices and model risk management standards. Maintains expertise and awareness of cutting-edge techniques. Actively seeks opportunities and materials to learn new techniques, technologies, and methodologies. Serves as a mentor to junior data scientists in modeling, analytics, and computer science tasks. Participates in internal communities that drive the maintenance and transformation of data science technologies and culture. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in a predictive analytics or data analysis OR Advanced Degree (e.g., Master's, PhD) in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline and 4 years of experience in predictive analytics or data analysis. 4 years of experience in training and validating statistical, physical, machine learning, and other advanced analytics models. 4 years of experience in one or more dynamic scripted language (such as Python, R, etc.) for performing statistical analyses and/or building and scoring AI/ML models. Proven experience writing code that is easy to follow, well documented, and commented where necessary to explain logic (high code transparency). Strong experience in querying and preprocessing data from structured and/or unstructured databases using query languages such as SQL, HQL, NoSQL, etc. Strong experience in working with structured, semi-structured, and unstructured data files such as delimited numeric data files, JSON/XML files, and/or text documents, images, etc. Demonstrated skill in performing ad-hoc analytics using descriptive, diagnostic, and inferential statistics. Ability to assess and articulate regulatory implications and expectations of distinct modeling efforts. Advanced experience with the concepts and technologies associated with classical supervised modeling for prediction such as linear/logistic regression, discriminant analysis, support vector machines, decision trees, forest models, etc. Advanced experience with the concepts and technologies associated with unsupervised modeling such as k-means clustering, hierarchical/agglomerative clustering, neighbors algorithms, DBSCAN, etc. Experience guiding and mentoring junior technical staff in business interactions and model building. Experience communicating analytical and modeling results to non-technical business partners with emphasis on business recommendations and actionable applications of results. What sets you apart: Medium or large bank experience. Strong knowledge of Python and/or SAS. Control partner collaboration experience. Knowledge of Model Risk Management, Model Governance, and Regulatory requirements. Compensation range: The salary range for this position is: $143,320 - $273,930. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $79k-99k yearly est. 2d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (North Central/Northwest)

    Jpmorganchase 4.8company rating

    Katy, TX Job

    JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients’ needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
    $55k-103k yearly est. 34d ago
  • Audit Services, Claims (Executive)

    USAA 4.7company rating

    USAA Job In Plano, TX

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** As the **Audit Services, Claims (Executive)** , you will direct and oversee assurance and advisory services across multiple lines of business and/or staff agencies. Develops, administers, and oversees a risk-based comprehensive audit program. Provides independent, objective assurance services regarding the effectiveness and efficiency of the governance, risk management, and control processes. Oversees the development and administration of long-term strategy and objectives and ensures alignment with Enterprise Audit Plan strategy and objectives. Leads audit staff and oversees audit findings and recommendations regarding key governance, risk management and control processes including, legal and regulatory compliance and regulatory readiness, and the reliability and integrity of financial and operational information. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position will be based in San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is available for this position. **What you'll do:** + Leads the design of USAA's risk-based audit strategy, plan and program for area of responsibility considering USAA's business strategy and complex regulations and regulatory heightened expectations. + Supervises and drives operational planning of the audit team - including core business processes and technologies. + Oversee and direct all aspects of the annual audit plan, specifically related to area of responsibility that is prepared based on risk analysis processes. Monitors and reports progress on this plan to executive management and stakeholders and provides progress updates to Audit Services VP and CAE. + Monitors, independently and objectively, the governance, risk and control environment for area of responsibility ensuring trends and emerging issues that could impact operations are considered, consolidated, and communicated to Audit and CoSA Executive Management + Determines, plans and supervises the delivery of the risk-based annual internal audit plan including identifying areas of risk and assigning appropriate risk ratings to ensure that critical business areas are reviewed on a recurring basis for area of responsibility. + Approves updates to Risk Assessment to include content and rating justification. Assesses completeness of audit universe for assigned areas of business and recommends/approves additions or removals for the universe. + Reviews Risk Profile for collection of audit entities for assigned areas of business to ensure appropriateness. Aligns Risk Profile for areas of responsibility to the overall Risk Profile for the organization. + Participates in the development of audit standards, governance model, operating policies and procedures for inclusion in the Audit Services Manual. Oversees the implementation of approved changes to maintain an internal audit function and governance model that is consistent and appropriate for the size, complexity and risk profile for area of responsibility. + Periodically reviews and updates the audit plan to consider the risk profile and emerging risk and issues. In addition, evaluates the team assessment(s) of the adequacy and compliance with policies, procedures, and processes established by the front-line units and Independent Risk Management to ensure ongoing compliance with the Risk Governance Framework. + Accountable for the delivery of internal audit work on time, within agreed upon budget, and in accordance with audit methodology, regulatory standards and the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing. + Responsible for effectively managing all aspects of the internal audit work that is outsourced which evaluates the adequacy of and compliance with policies, procedures and processes established by the 1st and 2nd line of defense and provides technical and strategic direction to audits and investigations which are sensitive or complex in nature. + Oversees and approves risk assessments for area of responsibility, including emerging risks and top risks associated with the current material processes, product lines, services, functions. Ensures quality audit work within required completion timeframes of each audit. Drives value to the business while reducing the risk profile. + Ensures that audit processes are utilized in identifying control weaknesses and developing recommendations for area of responsibility + Provides independent assurance to senior management on the effectiveness of the design, implementation and execution of the line of business processes and risk management framework (including risk profile, risk appetite, and compliance practices). + Role models USAA's mission, core values, culture and desired behaviors - including a culture of risk awareness around regulatory issues and accountability. + Develops talent and builds high performing teams to deliver high quality results and value-added services - including the identification, development and retention of talent with requisite regulatory issue validation capabilities as well as providing leadership and overseeing performance and talent management activities. + Holds self and others accountable to meet commitments by setting and clearly communicating expectations and roles and responsibilities. + May assists in creating reports of audit results and delivering/communicating results to Vice President, Chief Audit Executive, executive management, Audit Committees, and Risk committees as required. + Escalates to Audit leadership and appropriate committee's significant control weaknesses and strengths related to complying with policies, standards and procedures. + Reviews validation testing for area of responsibility to ensure that the recommended corrective actions to audit and regulatory identified issues are completed, sustainable and effective, and continues to evaluate the appropriateness of management's corrective actions in response to issues identified. + Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. + Stays engaged with governance committees. May present results of work during committee meetings. **What you have:** + Bachelor's degree + 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. + 10 years experience in internal audit, risk management, compliance, or other control partner experience to include 6 years experience assessing business risks and applying appropriate audit plans to manage risks. + 6 years of people leadership experience in building, managing and/or developing high-performing teams required. + 4 years experience accountable for overseeing and developing audit plans and overseeing the execution of the plans + Experience interacting with regulators, regarding audits or controls + Expert knowledge of internal auditing standard, and techniques required to perform audits. + Knowledge of accounting principles and practices + Knowledge of banking, insurance, and investment operations. + Demonstrated experience collaborating with key resources and stakeholders, influencing auditing decisions and managing work to achieve strategic goals required. + Demonstrated understanding of the full spectrum of regulatory examinations and other supervisory engagement and processes. + Expected working knowledge of the following regulatory guidance including but not limited to: Dodd-Frank Act, Homeowners' Loan Act, Fair Lending laws, Texas Insurance Code, New York Insurance Law, and/or SEC, Federal Reserve, OCC, FFIEC, CFPB, UDAAP, and Federal regulatory bodies and applicable supervisory guidance. **What sets you apart:** + Strong technical expertise in claims handling, regulatory compliance, and data analysis + Demonstrated strategic thinker, focused on risk management, process improvement, and strategic planning. + Strong organizational, project management, time management, relationship building, negotiation, and problem-solving skills + Possess strong ethical standards, integrity, and a commitment to upholding the highest professional standards in the insurance industry + Experience developing people and building the talent pipeline in a growing and changing environment. + Remains informed of current industry trends effecting Personal Lines and Life Insurance + Demonstrated success in delivering results in a dynamic, fast-paced and ever-evolving environment. **What we offer:** **Compensation:** The salary range for this position is: $195,230 - $351,410 **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $40k-49k yearly est. 60d+ ago
  • Talent Advisor- Military Affiliated Talent (Mid-Level)

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In Plano, TX

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Lead the Charge. Strategic Partner in Military Talent Management and Development. USAA is deeply committed to supporting military veterans, and we need your strategic leadership to ensure the success of our military-affiliated talent. Shape the future of military affiliated (MA) talent at USAA by designing and executing comprehensive talent entry, transition, development, and retention programs. This critical role requires strategic thinking, strong partnership skills, and the ability to influence across the organization. You will need expertise and a proven track record in shaping talent solutions across the employee lifecycle; selection, onboarding and transitions, job rotations, performance evaluation, and skills and leadership development. You will collaborate closely with HR COEs, business partners, and leadership to ensure seamless integration of these programs, attracting, retaining, and developing military talent at all levels within USAA. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is available. What you'll do: * Collaborates on Talent Management projects and core talent practices for application across the Enterprise. * Supports complex to moderately complex Talent Management projects as a team resource to include strategy definition, requirements gathering, change management approach, implementation, governance, maintenance, work assignments and problem resolution. * Researches and evaluates solutions that build stronger Talent Management capabilities across the HR function and the Enterprise. * Consults with employees to drive consistent processes and implementation of talent management programs. * Supports talent management practices, systems and processes. * Works with appropriate resources to meet project needs. * Collaborates with peers and all team members. * Supports and mentors peers and team members to achieve business results. * Uses analytics to complete work assignments. * Acquires and applies intermediate knowledge of the business, its products and processes. * Conducts analyses and recommends business solutions. * Supports the development, implementation and ongoing evaluation of talent management metrics that document program effectiveness, cost efficiency and return on investment. * Serves as support for strategic partnerships with outside vendors, consultants and organizations to incorporate industry best practices, trends, processes and products/services into talent management strategies. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 4 or more years of relevant work experience to include experience coaching and mentoring other employees. * Proficient knowledge of technology and various talent management technology solutions. * Proficient knowledge and use of Microsoft Office products and other software. * Demonstrated ability delivering presentations and key messages, and project/program management skills. What sets you apart: * Experience developing and managing world class talent management programs in large, Fortune 500 organizations. * Deep understanding of diverse military cultures and how to translate that into inclusive talent practices. * Track record of infusing evidence-based solutions in a business savvy practical way. * Experience or knowledge in using AI based talent platforms (e.g. Eightfold, Lightcast, Percipio). * Experience or knowledge in taking a skills based approach to talent * Ability to influence without authority, especially across leadership and matrixed environments. * Familiarity with building or leveraging skills frameworks to support internal mobility and development. * Top Skills: Talent development expertise (program design & implementation), data analysis and interpretation, strategic program management, executive communication & presentation, and coaching & mentoring skills. Compensation range: The salary range for this position is: $77,120 - $147,390. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-147.4k yearly 21d ago
  • New Business Ventures Principal - Alternative Capital Solutions

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In Tampa, FL Or Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction. This position can work remotely in the continental U.S. with business travel. * Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business. * Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts. * Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities. * Responsible for establishing new partnerships, execution of strategic relationships, and delivery of member and economic value. * Partners closely with M&A deal captains from pipeline to due diligence to deal close. Participates in deal confirmatory and operational diligence; provides programmatic leadership for key deals. * Leads M&A integration strategy, planning, execution, and value realization/recognition. * Develops overall integration plans and milestones. Partners with executives and functional champions to drive financial, marketing, product, and HR workstreams. Drives day-to-day execution of the integration process. * Develops methods and tools to successfully execute all phases and aspects of M&A integration. * Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders. * Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities. * Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success. * Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment. * Strong understanding of corporate business development, market expansions and acquisitions, and ability to align business needs and values to prioritize business development targets for establishing new partnerships. * Deep knowledge of contractual requirements related to mergers, acquisitions, divestitures, joint ventures, minority investments, and strategic partnerships including but not limited to legal, regulatory, and compliance obligations and the end-to-end process. * Strong quantitative and analytical skills; fluency in performing rigorous financial and valuation analyses and familiarity with both accounting and operating metrics. * Proven experience screening and analyzing potential opportunities for strategic fit and conducting business due diligence. * Demonstrated ability to think strategically to build strategies, leverage and influence leadership and cross functional teams to execute major initiatives. * Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization. * Experience leading large scope projects that span across multiple business units. * Excellent verbal and written communication skills. What sets you apart: * Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred). * Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions. * 15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies. What we offer: Compensation: The salary range for this position is: $164,780 - $314,960. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $72k-87k yearly est. 48d ago
  • Business Development Representative II - Payments - Senior Associate

    Jpmorganchase 4.8company rating

    Plano, TX Job

    You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience
    $82k-110k yearly est. 60d ago
  • New Business Ventures Principal - Alternative Capital Solutions

    USAA 4.7company rating

    USAA Job In Colorado Springs, CO Or Remote

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** Responsible for accelerating business growth through inorganic means, which includes mergers and acquisitions (M&A), strategic investments, strategic partnerships, and strategic innovation. Identifies and executes on external opportunities that align with business strategy and growth objectives that enable member growth and add economic value to the business. Responsible for identifying, evaluating, and executing/integrating targets, partners, and opportunities that align to the business' vision and strategic direction. This position can work remotely in the continental U.S. with business travel. + Develops, drives, and delivers the business' overall inorganic strategy to accelerate business growth and add economic value to the business. + Builds and manages the cross-functional integration team and integration management office for M&A and new business ventures integration efforts. + Directs the prioritization of investments, spend, and resource utilization as it relates to the identification and execution of growth opportunities. + Responsible for establishing new partnerships, execution of strategic relationships, and delivery of member and economic value. + Partners closely with M&A deal captains from pipeline to due diligence to deal close. Participates in deal confirmatory and operational diligence; provides programmatic leadership for key deals. + Leads M&A integration strategy, planning, execution, and value realization/recognition. + Develops overall integration plans and milestones. Partners with executives and functional champions to drive financial, marketing, product, and HR workstreams. Drives day-to-day execution of the integration process. + Develops methods and tools to successfully execute all phases and aspects of M&A integration. + Develops success metrics aligned with transaction value drivers and reports outcomes to senior leaders and other key stakeholders. + Ensures alignment, prioritization, and coordination of innovation activities with the business' strategic direction as it relates to horizon 2 and 3 opportunities. + Contributes to opportunity identification, design, development, testing, and scale solutions that meet member needs and improve organizational success. + Consults with senior leaders on business strategy including the facilitation of strategic growth initiative workshops and processes. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 10 years of progressive experience in M&A, innovation, development of capital strategies, and/or strategy development to include 6 years of experience managing major initiatives and/or delivering results within a complex matrix environment. + Strong understanding of corporate business development, market expansions and acquisitions, and ability to align business needs and values to prioritize business development targets for establishing new partnerships. + Deep knowledge of contractual requirements related to mergers, acquisitions, divestitures, joint ventures, minority investments, and strategic partnerships including but not limited to legal, regulatory, and compliance obligations and the end-to-end process. + Strong quantitative and analytical skills; fluency in performing rigorous financial and valuation analyses and familiarity with both accounting and operating metrics. + Proven experience screening and analyzing potential opportunities for strategic fit and conducting business due diligence. + Demonstrated ability to think strategically to build strategies, leverage and influence leadership and cross functional teams to execute major initiatives. + Ability to develop successful relationships with internal stakeholders and negotiate and influence at all levels of the organization. + Experience leading large scope projects that span across multiple business units. + Excellent verbal and written communication skills. **What sets you apart:** + Master's degree (MBA, CFA, or actuarial credentials such as FCAS/ACAS preferred). + Experience designing and launching parametric insurance products, including climate-related, natural disaster, and supply chain risk solutions. + 15+ years of experience in insurance, reinsurance, capital markets, or risk financing, with a strong background in alternative capital strategies. **What we offer:** **Compensation:** The salary range for this position is: $164,780 - $314,960. **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $97k-118k yearly est. 49d ago
  • Associate II - Global Fund Services Bank Loans

    Jpmorganchase 4.8company rating

    Plano, TX Job

    Bank Loan Administration is responsible for trade instruction capture, settlements, and lifecycle events for bank loan assets under Fund Services. The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks. As an Associate within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: Manage Bank Loans operations team of employees regarding all aspects of loan servicing functions Oversee bank loans life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements Manage departmental functions by establishing operational controls and standards, monitoring on-going operations and adjusting priorities to meet changing conditions Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service Continue to manage and review daily controls, and communication of any new training or procedural changes to the team Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation Ensure all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness Hire, retain, develop, and motivate staff; assess the overall strengths and skill levels within the current organization Required qualifications, capabilities, and skills: Bachelor's degree, with a minimum of 5 years relevant work experience in bank debt / leveraged loan operations Excellent communication and relationship/partnership-building skills both with team members as well as other business partners Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed. Preferred qualifications, capabilities, and skills: Knowledge of LSTA/LMA standard documents, such as Trade Confirmations Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.) Strong understand of accounting principles, specifically how bank debt transactions impact financial statements Degree - preferably Finance, Accounting, or Economics
    $20k-41k yearly est. 51d ago
  • Talent Acquisition Partner (Mid-Level) - Banking/Insurance Recruiting

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In San Antonio, TX

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Talent Acquisition Partner (Mid-Level), primarily recruiting for Banking and/or Insurance roles, you will be responsible for the development and maintenance of relationships and partnerships with hiring leaders, candidate pools, peer partners, and third-party vendors to deliver candidates for USAA's hiring needs. You will develop and recommend recruiting strategies to proactively identify candidates and assemble a diverse pipeline of talent for open positions. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Plano, TX, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: * Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives. * Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions. * Performs full life cycle recruiting utilizing various recruitment methods. * Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal guidance. * Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and ensures compliance with all Federal, State and Regulatory requirements. * Leveraging defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors. * Keeps candidates continually informed with high-touch communication throughout the entire hiring process * Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company. * Forecasts and leads talent pool size to fulfill workforce plans and hiring objectives. * Collaborates with hiring managers and/or coworkers through the recruiting processes to ensure compliance within external and internal regulatory agencies. * Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools. * Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements. * Serves as a resource to team members. * Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws. * Demonstrates understanding of recruiting methods and standard processes. * Knowledge of applicable policies and federal, state, and local employment laws and regulations. * Demonstrates knowledge and application of effective screening and interviewing techniques. * Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques. What sets you apart: * 4+ years of full cycle recruiting experience. * Experience recruiting for Bank and/or Insurance roles. * Experience working at a staffing firm sourcing passive candidates. * Eightfold CRM experience. Compensation range: The salary range for this position is: $85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-162.6k yearly 56d ago
  • Lead, Digital Performance and Insights

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In San Antonio, TX

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is enhancing its digital experience to better serve our members' evolving needs. To support this, our marketing analytics team is expanding its focus to encompass the entire customer journey, from initial touchpoint to policy acquisition. We're seeking a Lead Digital Analyst to drive impactful changes. You will be at the heart of digital storytelling and insight delivery - translating member behavior into clear, actionable tests and experience improvements. This role offers a unique opportunity to influence senior executive leadership on the direction of our digital transformation initiatives. As a Lead Digital Analyst, you'll leverage your expertise to build trust through data and empower decision-making throughout the organization. If you're a strategic thinker with a passion for data and a proven ability to lead, we encourage you to apply. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is available for this position. What you'll do: * Leverages expert business, analytical and technical knowledge to lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies. * Applies advanced analytical techniques to solve business problems that are typically large scale with significant impact to current and/or future business strategy. * Organizes and oversees the development of requirements/resources necessary to meet established objectives * Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer the business objective and drive the appropriate change. * Translates recommendation into communication materials to effectively present to all levels of management. * Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. * Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). * Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. * Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. * Monitors, understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. * Succinctly delivers complex analysis/findings in a manner that conveys understanding, influences senior executives, garners support for recommendations, drives business decisions, and influences business strategy. * Provides subject matter expertise in operationalizing recommendations. * Researches and pursues the latest and/or industry leading practices in data and analytics, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) to advance the overall DSA community knowledge. * Identifies opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc) or formal (E.g. Certifications or advanced coursework). ). * Innovates to create new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline is required; OR 4 years of related statistics, mathematics or quantitative analytics or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 8 years of data & analytics experience; OR 6 years of data & analytics experience and up to 2 years of progressive functional business relevant experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing etc.) for a total of 8 years combined experience; OR Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline and 6 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing, etc.). * 3 years of direct and/or indirect management experience. * Demonstrates expert skills in mathematical and statistical techniques and approaches used to drive fact-based decision-making. * Expert knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. What sets you apart: * 5+ years experience in digital analytics, tagging & CRO. * Analytics: Google analytics, Adobe analytics * Tagging: Teailum, GTM, etc. * Journey analysis. * SQL required and python a plus. * Predictive modeling experience. Compensation range: The salary range for this position is: $143,320 - $273,930. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-99k yearly est. 4d ago
  • Merchant Services Business Development

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX Job

    JobID: 210623885 JobSchedule: Full time JobShift: : Join our team and play a key role in expanding our merchant services business within the government sector. If you are passionate about helping government entities succeed and thrive in a fast-paced environment, we would love to hear from you. As a Business Development Manager in Merchant Services, you will be responsible for driving growth and expansion of our merchant services offerings by identifying new business opportunities within government entities, building strong relationships, and delivering tailored solutions that meet their unique merchant service needs. Key Responsibilities: * Identify and Develop Opportunities, working closely with the Commercial Banking coverage team, you will proactively identify and pursue new business opportunities for the government sector, within a defined territory * Develop and maintain a robust pipeline of prospective government clients * Develop and implement effective sales strategies tailored to the government sector to achieve assigned revenue targets. Collaborate with cross-functional teams to ensure seamless delivery of services and solutions. * Develop and maintain strong collaborative relationships with Treasury Services (TS) and banking partners to enhance the delivery of comprehensive merchant services solutions; leverage these partnerships to identify joint business opportunities, streamline service offerings, and ensure a cohesive approach to meeting client needs * Stay informed about industry trends, regulatory changes, and emerging technologies in payment processing for the government sector; use this knowledge to build business development strategies and identify areas for growth * Prepare and present compelling proposals, RFP's and presentations to clients. * Clearly articulate the value proposition of our merchant services solutions * Work closely with internal teams, including product development, marketing, and customer support, to ensure client satisfaction and successful implementation of services * Track and report on key performance indicators (KPIs) related to business development activities in the government sector * Use data-driven insights to refine strategies and improve outcomes Required Qualifications and Skills: * Bachelor's degree in Business, Finance, Public Administration, or equivalent work-related experience * Proven track record of success in business development and exceeding sales goals * Strong understanding of payment processing solutions and merchant services products * Excellent communication, negotiation, and presentation skills * Ability to build and maintain strong relationships and partnerships with internal and external partners * Strategic thinker with the ability to identify and capitalize on market opportunities * Self-motivated and results-oriented, with a strong drive to achieve and exceed assigned revenue targets Preferred Qualifications: * Experience working with government agencies and understanding their unique payment processing needs * Familiarity with government procurement processes and regulations * Strong analytical skills and the ability to use data to drive decision-making
    $66k-91k yearly est. 27d ago
  • Insurance Audit Executive - Product, Distribution and Servicing

    USAA 4.7company rating

    USAA Job In San Antonio, TX

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** The Insurance Audit Executive for Product, Distribution & Servicing, and European operations directs and oversees assurance and advisory services across our P&C and Life Insurance companies. Develops, administers, and oversees a risk-based comprehensive audit program. Provides independent, objective assurance services regarding the effectiveness and efficiency of the governance, risk management, and control processes. Oversees the development and administration of long-term strategy and objectives and ensures alignment with Enterprise Audit Plan strategy and objectives. Leads audit staff and oversees audit findings and recommendations regarding key governance, risk management and control processes including, legal and regulatory compliance and regulatory readiness, and the reliability and integrity of financial and operational information. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position will be based in San Antonio, TX, Plano, TX or Charlotte, NC. **What you'll do:** + Leads the design of USAA's risk-based audit strategy, plan and program for area of responsibility considering USAA's business strategy and complex regulations and regulatory heightened expectations. + Supervises and drives operational planning of the audit team - including core business processes and technologies. + Oversee and direct all aspects of the annual audit plan, specifically related to area of responsibility that is prepared based on risk analysis processes. Monitors and reports progress on this plan to executive management and stakeholders and provides progress updates to Audit Services VP and CAE. + Monitors, independently and objectively, the governance, risk and control environment for area of responsibility ensuring trends and emerging issues that could impact operations are considered, consolidated, and communicated to Audit and CoSA Executive Management + Determines, plans and supervises the delivery of the risk-based annual internal audit plan including identifying areas of risk and assigning appropriate risk ratings to ensure that critical business areas are reviewed on a recurring basis for area of responsibility. + Approves updates to Risk Assessment to include content and rating justification. Assesses completeness of audit universe for assigned areas of business and recommends/approves additions or removals for the universe. + Reviews Risk Profile for collection of audit entities for assigned areas of business to ensure appropriateness. Aligns Risk Profile for areas of responsibility to the overall Risk Profile for the organization. + Participates in the development of audit standards, governance model, operating policies and procedures for inclusion in the Audit Services Manual. Oversees the implementation of approved changes to maintain an internal audit function and governance model that is consistent and appropriate for the size, complexity and risk profile for area of responsibility. + Periodically reviews and updates the audit plan to consider the risk profile and emerging risk and issues. In addition, evaluates the team assessment(s) of the adequacy and compliance with policies, procedures, and processes established by the front-line units and Independent Risk Management to ensure ongoing compliance with the Risk Governance Framework. + Accountable for the delivery of internal audit work on time, within agreed upon budget, and in accordance with audit methodology, regulatory standards and the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing. + Responsible for effectively managing all aspects of the internal audit work that is outsourced which evaluates the adequacy of and compliance with policies, procedures and processes established by the 1st and 2nd line of defense and provides technical and strategic direction to audits and investigations which are sensitive or complex in nature. + Oversees and approves risk assessments for area of responsibility, including emerging risks and top risks associated with the current material processes, product lines, services, functions. Ensures quality audit work within required completion timeframes of each audit. Drives value to the business while reducing the risk profile. + Ensures that audit processes are utilized in identifying control weaknesses and developing recommendations for area of responsibility + Provides independent assurance to senior management on the effectiveness of the design, implementation and execution of the line of business processes and risk management framework (including risk profile, risk appetite, and compliance practices). + Role models USAA's mission, core values, culture and desired behaviors - including a culture of risk awareness around regulatory issues and accountability. + Develops talent and builds high performing teams to deliver high quality results and value-added services - including the identification, development and retention of talent with requisite regulatory issue validation capabilities as well as providing leadership and overseeing performance and talent management activities. + Holds self and others accountable to meet commitments by setting and clearly communicating expectations and roles and responsibilities. + May assists in creating reports of audit results and delivering/communicating results to Vice President, Chief Audit Executive, executive management, Audit Committees, and Risk committees as required. + Escalates to Audit leadership and appropriate committee's significant control weaknesses and strengths related to complying with policies, standards and procedures. + Reviews validation testing for area of responsibility to ensure that the recommended corrective actions to audit and regulatory identified issues are completed, sustainable and effective, and continues to evaluate the appropriateness of management's corrective actions in response to issues identified. + Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. + Stays engaged with governance committees. May present results of work during committee meetings. **What you have:** + Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. + 10 or more years of experience in internal audit, risk management, compliance, or other control partner experience to include 6 years of experience assessing business risks and applying appropriate audit plans to manage risks. + 6 or more years of people leadership experience in building, managing and/or developing high-performing teams required. + 4 or more years experience accountable for overseeing and developing audit plans and overseeing the execution of the plans + Experience interacting with regulators, regarding audits or controls + Expert knowledge of internal auditing standard, and techniques required to perform audits. + Knowledge of accounting principles and practices + Knowledge of banking, insurance, and investment operations. + Demonstrated experience collaborating with key resources and stakeholders, influencing auditing decisions and managing work to achieve strategic goals required. + Demonstrated understanding of the full spectrum of regulatory examinations and other supervisory engagement and processes. + Expected working knowledge of the following regulatory guidance including but not limited to: Dodd-Frank Act, Homeowners' Loan Act, Fair Lending laws, Texas Insurance Code, New York Insurance Law, and/or SEC, Federal Reserve, OCC, FFIEC, CFPB, UDAAP, and Federal regulatory bodies and applicable supervisory guidance. **What sets you apart:** + Sound knowledge and understanding of the Life and/or Property and Casualty (P&C) Insurance business, industry practices and experience in the practical application of internal audit principles to support conformance with applicable Insurance regulatory requirements and risk management principles in the conduct of audit engagements and special projects. + Deep understanding of role of the National Association of Insurance Commissioners (NAIC) and State Legislatures, including application of NAIC model rules and state specific nuances (preferred experience with TX and/or NY). + Subject matter expertise in Key State Insurance regulations, including Company & Producer licensing, Product, Financial & Market regulation and Consumer protection services. The salary range for this position is: $195,230.00 -351,410.00. **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $70k-89k yearly est. 60d+ ago
  • Director, Investment Banker

    Bank of America 4.7company rating

    Remote or Los Angeles, CA Job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! RESPONSIBILITIES: Lead and support the origination and execution of investment banking transaction mandates for private equity and corporate clients in a broad range of sectors, such as buy and sell-side M&A, including cross-border transactions as well as capital markets processes including debt and equity offerings. Drive preparation of materials for clients and participate in client meetings during the course of investment banking deal origination and execution. Lead and maintain existing and develop new client relationships within the private equity sector. Generate ideas and opportunities for new and existing clients across a broad range of sectors for private equity clients. Oversee analysts and associates on client coverage, origination, and transaction execution teams. Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. Lead client meetings with prospective buyers in sell-side M&A processes, including management presentations. Lead internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. Contribute to the development and implementation of a vision for the business based on commercial priorities. Assess the identification and pursue investment, divestment, merger, and financing opportunities and evaluate potential targets, conduct market research, and have constant interactions with global industry bankers and clients. Assess and mitigate risks associated with investment opportunities, including commodity price fluctuations, geopolitical factors, environmental regulations, and currency risk. Conduct thorough industry and company-specific analyses, including LBO analysis, ability to pay analysis, discounted cash flows, valuation, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis. Lead due diligence processes for investment banking transactions in a broad range of sectors, such as buy and sell-side M&A inclusive of cross-border transactions, as well as capital markets processes including debt and equity offerings. Remote work may be permitted within a commutable distance from the worksite. REQUIRED SKILLS & EXPERIENCE: Bachelor's degree or equivalent in Business Administration, Finance, Economics or related: and 8 years of progressively responsible experience in the job offered or a related Finance occupation. Must include 8 years of experience in each of the following: Assessing the identification and pursuit of investment, divestment, merger, and financing opportunities and evaluating potential targets, conducting market research, and having constant interactions with global industry bankers and clients; Assessing and mitigating risks associated with investment opportunities, including commodity price fluctuations, geopolitical factors, environmental regulations and currency risk; Conducting thorough industry and company-specific analyses, including LBO analysis, ability to pay analysis, discounted cash flows, valuation, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis; and, Leading due diligence processes for investment banking transactions in a broad range of sectors, such as buy and sell-side M&A inclusive of cross-border transactions, as well as capital markets processes including debt and equity offerings. The employer will accept 3 years of academic study towards a Bachelor's degree in any field and 2 years of experience to meet the degree requirement. 10% domestic travel, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159) Pay and benefits information Pay range$350,000.00 - $350,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $99k-163k yearly est. Easy Apply 15d ago
  • Merchant Payment Fraud Analyst Lead - Insurance Merchant

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In San Antonio, TX

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Merchant Payment Fraud Analyst Lead Analyst, you will be responsible for identifying, analyzing, and mitigating fraudulent activities across merchant (property & casualty and life insurance) payment channels. Protects the organization's financial assets and reputation by monitoring inbound and outbound payment transactions, investigating suspicious activities, and developing strategies to prevent future fraud. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the following location: San Antonio TX. Relocation assistance IS available for this position. What you'll do: * Develops, implements, monitors and socializes any potential fraud patterns in merchant payment transactions for multiple payment rails - primarily Checks, ACH, Credit cards and debit cards. Assess new and emerging fraud patterns from payments data. * Leads and facilitates projects and process transformation initiatives to strengthen the fraud prevention strategies. * Provides subject matter expertise to the team and other stakeholders in data science, machine learning, network analysis and other advanced approaches over large datasets to facilitate the detection of fraud. * Assesses, configures, and implements fraud strategies to prevent and detect fraud and security schemes across a variety of payments products (including digital currencies and wallets, ACH, wire, credit cards, checks.) * Designs fraud management reporting, including reporting in the management of regulatory obligations. * Writes complex fraud prevention rules, back-tests and implements in collaboration with the larger payment team. Evaluates the efficacy of fraud detection models that may be in use. * Leads the development and delivery of complex written and oral communications on fraud risks. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. * 8 years relevant work experience in payment fraud analysis, risk management specifically related to payments fraud, or financial crime investigation. * Subject matter expertise and demonstrated experience with data analysis including the ability to frame business decisions and tradeoffs effectively through quantitative analysis and visualization. * Hands-on technical knowledge and experience to analyze transactional data for detecting fraud with preferred experience using fraud platforms, such as LexisNexis, NICE/Actimize, FICO Falcon, ThreatMetrix, and/or Feature Space. * Subject matter expertise in analytical tools such as SQL, Python, SAS, Tableau, etc. * Advanced project management skills with stakeholders across a matrixed organization and the ability to independently manage multiple priorities. * Advanced experience independently drafting and presenting written and oral communications to senior leadership on payment fraud risks and strategies. What sets you apart: * Demonstrated recent experience writing complex fraud prevention rules, back-tests and implementing rules in collaboration with the larger payment team. (required). * 4+ years risk management and fraud prevention in the P&C and Life insurance industry. * Certified Anti-Fraud Specialist (CAFS) or Certified Fraud Examiner (CFE) or similar certification. * US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $103,450 - $197,730 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $55k-66k yearly est. 60d+ ago
  • Actuary Lead

    USAA 4.7company rating

    USAA Job In Phoenix, AZ Or Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Auto Pricing Modernization is looking for a Lead Actuary to lead the development and deployment of the new Auto class plan, utilizing pricing, product, and modeling skillsets to shape the future of auto pricing. As a Credentialed Actuary Lead you may also leverage expert, broad actuarial knowledge in at least one actuarial practice area (pricing, reserving, modeling, catastrophe risk, claims analytics, product management, etc.) to identify, define, and design solutions for complex, thought-provoking problems that drive business results at the LOB level. This position can work remotely in the continental U.S. with occasional business travel.What you'll do: Apply deep and broad actuarial knowledge to identify, define, and design solutions to complex problems with ambiguous requirements (e.g., end-to-end design of rate level indications process for a new product; independently shapes and transforms all aspects of machine learning and AI for a product: (data selection, model selection, stakeholder communications, performance monitoring, etc.); independently runs catastrophe models for advanced ad-hoc analyses; provides guidance and training to peers for running and validating the catastrophe models; enhances current methodologies to tailor catastrophe model results to better represent USAA's risk; designs and performs broad and complex actuarial analyses that produces actionable insights for company-level decision-making designs reserving methodology and technical platform for new product. Utilize advanced actuarial, mathematical, or statistical techniques to augment actuarial work product, methodologies, and procedures. Lead special actuarial projects, such as the development of new pricing methodologies or reporting tools to impact LOB-level initiatives. Provide thought and/or technical expertise on complex topics and influences key stakeholders on business decisions. Lead cross-functional actuarial initiatives. Strategically partner with IT to influence the design, alignment, and implementation of technical business standards. Manage USAA vendor relationship(s). Assist the business unit with translating strategic objectives into tactical solutions. Maintain current knowledge of market trends and emerging risks and proactively develops strategies, policies, and processes to address them. Develop written communication and presentations that effectively to convey data-driven solutions to broad audiences including cross-functional executive leadership. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related Actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of Actuarial or analytical business experience + Associate of the Casualty Actuarial Society (ACAS) Credential held for 3 years; OR 6 years of Actuarial or analytical business experience + Fellow of the Casualty Actuarial Society (FCAS) Credential. Demonstrated expertise with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making. Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Demonstrated experience communicating complex solutions and analysis to cross-functional audiences, including executive leadership. What sets you apart: Experience leading teams through effective communication, learning, and mentorship A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Expert Actuarial pricing with experience in using a variety of pricing methodologies and models to include Auto pricing. Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Experience working on multiple projects, managing competing priorities, and prioritizing workflow through strong partnerships with multiple business partners. Working knowledge of data analytic tools and Python/R/SQL or other language and high level of ability to oversee others in their use of these tools Expert problem-solving, critical thinking, and analytic skills US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $78k-100k yearly est. 4d ago
  • Audit Executive, Enterprise Digital and Corporate Functions

    United Services Automobile Association (USAA 4.7company rating

    United Services Automobile Association (USAA Job In San Antonio, TX

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As the Audit Executive, Enterprise Digital and Corporate Functions, you will be responsible for managing the department's audit program and resources. This will provide USAA management with independent, objective assurance services regarding the effectiveness and efficiency of the Association's governance, risk management, compliance and control processes, and in the course of providing those services, supports the Association's achievement of operational excellence. Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX, Plano, TX, or Charlotte, NC. What you'll do: * Manages all aspects of the delivery and execution of applicable audit plan/reports and ensuring appropriate risks are covered including follow-up of issues. Responsible for approving the updates to the annual audit universe risk assessment and plan. Accountable for decisions around proactive assurance and business monitoring at CoSA level. * Reviews Risk Profile for collection of audit entities for assigned areas of business to ensure appropriateness. Aligns Risk Profile for areas of responsibility to the overall Risk Profile for the organization. * Provides support to AVP/VP and/or CAE and reports periodically on the activities of Audit Services as requested. * Develops a component of the annual audit plan by identifying areas of risk and assigning appropriate risk ratings to ensure that critical business areas are reviewed on a recurring basis. * Ensures appropriate Staff is available to execute the plan and reprioritizes the plan as necessary. Performs special audits from management as requested. * Assures that appropriate follow-up to audit observations are accomplished and reported. Provides direction to audits that are sensitive, complex and/ or comprehensive in nature through discussions with staff. * Conducts review of the results of the annual skills assessment and provides recommendations for addressing current gaps in skills * Stays abreast of strategic initiatives and new products and services and maintains current knowledge of organizational changes and direction of USAA through discussions with corporate officers and attendance at various management meetings and conferences in order to integrate current risks into the audit plan and updated audit approach accordingly. * Serves as the primary Audit point of contact on various line of business Committee Meetings and leads Continuous Monitoring activities for these committee meetings to ensure information obtained in committee meetings is distributed vertically and horizontally within Audit Services. * Responsible for openly discussing business risks and controls with the line of business leadership; offering effective challenge in a professional manner and influencing business partners to balance strategy with appropriate management controls. * Reviews draft reports as appropriate for assigned area and assures responsible for the delivery of internal audit work in accordance with audit methodology, regulatory standards and the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing. * Builds strong internal and external relationships with peers across the organization for their audit coverage area; represents Audit on governance committees aligned to the applicable business processes. * Manages the month end reporting process ensuring issues are updated, and report status and prioritization are up to date. * Addresses issues escalated by team members, manages disagreements and gains appropriate resolution to complex issues with stakeholders across the enterprise. Escalates to senior leadership as appropriate. * Coordinates with other Assurance Audit leaders on quality, resources, and coverage. Drives linkages across the organization, coordinating information and data sharing with the Insights and Delivery team. * Builds and oversees a high performing team of employees and third-party resources for functional area to deliver high quality results including the identification, development and retention of talent with requisite internal audit professional practices capabilities as well as providing leadership, development and mentorship through coaching and support and overseeing performance management, and managerial activities. Works with Directors in areas of responsibility to control expenses and build team succession plans. * Accountable for the delivery of internal audit for assigned functions areas in accordance with audit methodology, regulatory standards and the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing. * Coordinates audits by outside independent auditors and regulatory agencies, where applicable, to maximize the effectiveness with such audits and participates in researching and resolving financial, operational, or regulatory problems identified. * Monitors and provides credible and effective challenge to line of business management and executives as needed, for functional areas assigned. May engage with and present results of work during committee meetings. * Maintains knowledge of financial services regulations and effectively responds and interacts with regulators. What you have: * Bachelor's degree * 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. * 10 years of internal audit, risk management, compliance, other control partner experience or relevant operations experience developing strategies, managing major initiatives and delivering results within a complex matrix environment. * 4 years of people leadership experience in building, managing and/or developing high-performing teams required. * Experience developing audit plans and overseeing the execution of the plans * Experience working directly with regulators regarding audits or controls * Extensive knowledge of laws and regulations relating to consumer compliance, internal controls, risk management, and other regulatory matters. * Deep knowledge of accounting principles and practices, internal auditing standards, and techniques required to perform audits * Knowledge of banking, insurance, and investment operations. * Demonstrated ability to build collaborative relationships with business leaders What sets you apart: * Internal audit experience of digital products, servicing, digital platforms and/or web/mobile design delivery * 6+ years Technology audit experience * Awareness of Regulatory & Compliance Environment, including Data Privacy and marketing preferences * Remains knowledgeable of Industry Trends and Benchmarks What we offer: Compensation: The salary range for this position is: $164,780 - $314,960 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $82k-114k yearly est. 10d ago
  • Senior Analyst -or- Associate, Investor Relations (San Antonio, TX)

    USAA Real Estate Company 4.7company rating

    USAA Real Estate Company Job In San Antonio, TX

    Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $63 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com. Job Description As an integral member of the team, the Senior Analyst -or- Associate will support the Global Investors Group with investor relations/services, due diligence efforts and marketing materials. The Global Investors Group (GIG) is responsible for the capital raising activities for all the funds and separate accounts in the portfolio. GIG also oversees all investor relations communication to both new and current investors. This role requires outstanding communication and analytical skills, people management talents, as well as successful experience working cross-functionally to provide timely, accurate and appropriate information to our investors. Essential Duties: * Prepare and track prospective investor DDQ's, RFP's and other prospective investor inquiries to ensure timely and accurate completion. * This includes project managing, coordinating deadlines and scheduling meetings for the production of responses to RFPs/RFIs, producing and editing/reviewing responses, ensuring appropriate review/sign-off of documents by internal teams and managing a collection of standard proposal responses * Assisting with tracking and completing external and internal requests. * Create, edit, and maintain investor presentations and other marketing materials by making timely updates. * Assist in developing and updating private placement memorandums and related materials. * Work collaboratively with the investment team, accounting, finance, and compliance to respond to investor inquiries and to develop other materials. * Facilitate completion of ad hoc investor requests. * Support the Investor Relations and Capital Raising teams. * Coordinate materials for upcoming investor meetings. * Proactively assist the team with ongoing projects. * Additional duties, as assigned. Requirements * Bachelor's degree in Finance, Economics, Real Estate or related field. * 2+ years of experience in applicable experience in private equity real estate and/or investor relations. * Advanced proficiency with Microsoft Office suite, particularly in Excel and PowerPoint. * Effective written and verbal communication skills * Willing to work onsite full-time in the San Antonio office. * Qualifications may warrant placement in different job title. Key Competencies: * Ability to manage multiple, parallel responsibilities. * Ability to work with data. * Ability to work with tight delivery deadlines. * Ability to work independently and take initiative. * Superior organizational skills and high level of attention to detail, accuracy, aptitude, poise, and maturity. * Strong interpersonal abilities and possess a strong work ethic, honesty and integrity. Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the "CCPA"). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here. At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
    $82k-106k yearly est. 60d ago

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USAA may also be known as or be related to USAA, United Services Automobile Association and Usaa.