Provide high-level administrative support to senior managers including preparing confidential correspondence and reports, scheduling and coordinating meetings and travel, screening calls, maintaining confidential files, liaising with internal and external parties, and exercising independent judgment on priorities and procedures.

Support and strengthen service delivery for mutual fund customers, advisors, and trading partners by managing vendor relationships, resolving escalations, monitoring trading activity and fund impacts, performing root cause analysis, supporting audits and compliance requests, and driving procedural improvements to meet service level agreements.

Support TAM Research & Reporting by analyzing, interpreting, and presenting investment, economic, and corporate strategy data. Produce market and competitor research, prepare portfolio and product reports, collaborate with investment, product, and distribution teams, leverage cloud analytics and new technologies, and translate findings into actionable recommendations.

Support investment managers with quantitative and qualitative analysis for mutual funds, ETFs, and other products. Perform manager screening, monitor performance, prepare reports and competitive analyses, coordinate sub-adviser contract processes, collaborate with internal teams, and contribute to board and committee materials and presentations.

Lead fund administration for mutual funds and ETFs including product implementation, board and regulatory reporting, NAV and treasury oversight, vendor management, incident response, and maintenance of controls to ensure compliance and operational excellence.

Lead the operational risk program for Protection Solutions and Savings Investment, ensuring risk management practices are embedded across the company and managing key risk activities and relationships with senior partners.

The Technical Sourcing Recruiter will prioritize and manage recruitment strategies, focusing on candidate sourcing and client management while fostering team collaboration.

The Technical Recruiter will execute recruitment strategies, partner with hiring managers, manage candidate relationships, and focus on sourcing top talent for technical positions while driving diversity efforts and maintaining organizational standards.

As a Lead Platform Engineer, you will design and implement monitoring solutions, lead CI/CD processes, and ensure scalable observability across platforms and services while collaborating with stakeholders.

Oversee service provider in Fund Administration, Accounting, and Reporting. Conduct reviews of financial reporting, manage NAV oversight, and develop controls for accounting operations.

Drive sales by marketing mutual funds, annuities, and insurance products, while developing leads and relationships with Regional Vice Presidents.

Oversee the onboarding of new retirement plans and conversion from other providers, ensuring compliance and managing relationships with stakeholders during the installation process.

The Lead IT Business Systems Analyst facilitates business requirements, mentors team members, manages systems improvements, and serves as a Product Owner.

Lead the design, pricing, and analysis of indexed annuity products. Oversee financial reporting, pricing models, and compliance with regulations.

The analyst will conduct IT risk assessments, working on risk management processes and tools, preparing risk summaries, and training stakeholders.

The Lead Compliance Analyst - Data Analytics mitigates risks by enforcing compliance policies, analyzing data and regulatory requirements, and providing guidance on compliance matters related to data and AI initiatives.

The Senior Financial Analyst will manage monthly accounting processes, maintain data integrity in accounting systems, analyze financial data, prepare regulatory reports, and drive process improvements while collaborating with stakeholders.

The Social Media Manager will build and activate a social media presence for World Financial Group, focusing on agent engagement through tailored content and strategies, while collaborating with various teams.

The role involves developing BI Analytics products, maintaining data warehouses, creating reports, and supporting business departments with data solutions.

Manages a team of Account Managers and Specialists providing service to retirement plan stakeholders, while establishing service strategies and resolving customer issues.