• New York, NY

Originate loans through the Private Equity Sponsor channel, build relationships with prospective business owners, and provide insights to drive efficiencies and growth for the sponsor origination platform. Evaluate investment opportunities and provid..

• CA, OR, WA, ID, WY, AZ, UT, MT, CO, NM

Develop and implement sales plans, activity reports, and rotation schedules to grow market share. Provide input on marketing, product development, and integration of campaigns. Maintain relationships within the channel and achieve sales targets.

• Des Moines, IA

Lead and mentor a team responsible for the firm's supervisory program. Partner with key business partners, legal and compliance to maintain an effective control structure. Engage and manage supervision monitoring tools and platforms.

• Charlotte, NC, Des Moines, IA

Lead and mentor senior technical leaders and managers, develop high-performing teams, align technology strategies with business goals, and cultivate a culture of innovation. Bachelor's degree and 10+ years of relevant experience required.

• Des Moines, IA, Charlotte, NC, Grand Island, NE, Minneapolis, MN, St. Louis, MO, Atlanta, GA, Dallas, TX, Fort Worth, TX, Phoenix, AZ, Miami, FL, Tampa, FL

Provide benefit event education to former participants and offer additional product solutions. Educate and assist customers with investment and risk-based needs. Uncover customer needs and perform other job-related duties.

• Houston, TX, LA

Develop and implement sales plans, activity reports, and rotation schedules to grow market share. Provide input on marketing, product development, and integration of campaigns with broker dealers. Maintain high integrity and presentation skills.

• Minneapolis, MN

Demonstrate expertise in team processes, perform operational tasks for complex financial transactions, balance and reconcile, research and resolve complex differences, and prioritize customer requests while meeting SLAs.

• Des Moines, IA, Charlotte, NC

Drive loyalty and satisfaction with distribution partners by delivering an advisor-focused experience, creating a strategic service plan, and providing support, tools, and training. Requires 8+ years of experience and strong communication and problem...

• Des Moines, IA

Lead the integration of acquired business products and technologies, align team goals with business objectives, collaborate with executive leadership, and cultivate a high-performing engineering team.

• Des Moines, IA, Chicago, IL, New York City, NY

Lead and support end-to-end service delivery for institutional clients, assist and lead complex onboarding and client life-cycle events, cultivate understanding of investment strategies and client solutions, understand clients' diverse needs and...

• Des Moines, IA, Charlotte, NC

Develop relationships with partners to meet client service standards and ensure client happiness. Motivate, develop, coach, and cross-train staff to meet team strategies. Manage growth, retention, satisfaction, and profitability of team's relationshi..

• Des Moines, IA

Facilitate the processing of new business cases from initial receipt to final action. Communicate with field partners, review application documents, track cases, coordinate issuance of life insurance policies, and stay current on department and regul..

• Charlotte, NC, Des Moines, IA, CA

Develop and deliver sales presentations on mutual funds, ETFs, and SMAs. Create sales presentations and provide education on investment strategies. Run sales campaigns and manage a sales territory to exceed sales goals.

• Des Moines, IA, Charlotte, NC

"Respond promptly and accurately to customer inquiries, coordinate policy changes, identify process-improvement opportunities, educate customers, and troubleshoot issues using problem-solving skills and product knowledge."

• Des Moines, IA, Charlotte, NC

Develop strategic plans for technical infrastructure and business system development, direct planning of software, hardware, and new profitable growth technology changes, and lead dynamic, geographically dispersed teams to build financial tools.

• Des Moines, IA, Charlotte, NC, Folsom, CA

Develop sales strategies, create presentations, and run sales campaigns for focus advisors. Conduct virtual and in-field sales presentations, and maintain knowledge of investment products and financial markets. Travel 25-40% of the time.

• Des Moines, IA, Charlotte, NC, Denver, CO, Bethesda, MD

Responsible for internal sales activities for Full-Service Accumulation. Educate and consult with advisors and third-party administrators on prospecting, marketing, and selling retirement plans. Develop relationships with advisors and third-party ...

• Des Moines, IA, Charlotte, NC, Denver, CO, Bethesda, MD

Generate and manage pipeline, close sales, develop profitable relationships with advisors and third-party administrators. Educate and consult on successful prospecting, marketing, and selling of retirement plans. Evaluate and price prospective busine..

• Des Moines, IA, New York, NY

Lead risk management activities, consult with business partners, develop and maintain risk analysis tools, recommend risk strategies, and build governance structures. Bachelor's degree and 10+ years of related experience required.

• Des Moines, IA

Consult and partner with key stakeholders to provide risk expertise and consulting services. Develop systems and analytics for risk analysis and reporting. Recommend risk strategies based on analysis. Build and oversee governance structure.

• Des Moines, IA

Rotation-based Accounting Leadership Development Program focused on accelerating accounting and leadership skills. Customized rotations, professional workshops, and networking opportunities. Bachelor's degree in Accounting or Finance required.

• Des Moines, IA, Charlotte, NC

Create thought leadership content aligned with global marketing initiatives. Advocate for insightful content highlighting investment expertise. Coordinate with teams to implement strategic projects. Design and implement cross-channel marketing plans ..

• Charlotte, NC, Des Moines, IA

Lead modernization and cloud strategies for retirement business systems at scale. Recruit, train, and develop high-performing engineering teams. Collaborate with executive leadership to align technology strategies with business goals.

• Des Moines, IA

Manage New Business applications by reviewing case information, ensuring completeness and accuracy. Code new information, ensure client information accuracy, and identify potential problems. Request and provide additional information to facilitate...

• Des Moines, IA, Charlotte, NC

Lead software engineering team to develop enterprise-grade systems, shape technological future, and pioneer latest techniques. Collaborate across scrum teams, solve complex technical problems, and mentor high-performing software engineers. Salary ran..

• Des Moines, IA

Support and partner with HR leaders, manage calendars, coordinate meetings, handle inbox management, research and book travel, manage information through technology channels, oversee projects, and assist with executive recruiting.

• San Francisco, CA, Los Angeles, CA, Portland, OR, Seattle, WA, Las Vegas, NV, Spokane, WA, Henderson, NV

Provide investment advisory education services to clients, identify and deliver appropriate financial solutions, build and retain customer relationships, and maintain compliance and risk management standards. 1+ years of advisory experience preferred.

• Bakersfield, CA

Provide investment advisory education services to customers in a call center environment. Identify and deliver appropriate financial solutions to meet client's needs. Stay abreast of financial and economic conditions to articulate how it impacts clie..

• Costa Mesa, CA, or US National

Provide investment advisory education services to clients, identify financial solutions, build relationships, mentor staff, and maintain compliance standards. Bachelor's degree and relevant experience required. Bilingual in Spanish preferred.

• Des Moines, IA

Responsible for technical review and development of Individual Disability claims staff. Direct technical development, training, counseling, and motivation of claims analysts. Review cases, audit files, and ensure compliance to fair claims practices s..

• US National

Provide compliance support to qualified retirement plan business. Identify and interpret new laws and regulations. Collaborate with business partners to provide compliance expertise. Evaluate policies and procedures for compliance gaps.

• Des Moines, IA

Develop and execute a forward-looking internal audit strategy, incorporating data analytics and automation. Lead quality assurance and compliance oversight, provide executive advisory and decision-making, and supervise departmental teams.

• Des Moines, IA, Charlotte, NC

Manage and consult with key client accounts on all aspects of their ESOP plans, build relationships with executives, handle technical activities, educate and handle unique requests, and balance working independently with working in a team environment.