CUNA Mutual Group Benefits Overview

Execute audience design and list selection across Unica Campaign and Salesforce Data Cloud for B2B and B2C campaigns. Design and optimize campaigns, perform audience selection, resolve data issues, conduct QA and UAT, mentor junior staff, develop documentation, and drive process improvements to ensure accurate and timely campaign delivery.

Support enterprise ethics, compliance, and financial crimes programs by executing risk-based processes, conducting investigations and monitoring, performing regulatory research, analyzing data and trends, preparing leadership reporting, and collaborating with stakeholders to identify, assess, and mitigate compliance, operational, and reputational risks.

Provide compliance services including legal/regulatory research, risk identification, monitoring, policy and procedure reviews, and training. Advise business partners on distribution, annuities suitability, sales practices, and regulatory filings. Conduct transaction and complaint monitoring, investigations, pre-issue suitability reviews, data-driven monitoring, and coordinate cross-functional governance to ensure products and processes meet regulatory requirements.