Jobs at CUNA Mutual Group

Supports annuity wholesalers and investment advisors by developing territory strategies, expanding advisor relationships, educating partners, answering product questions, and executing sales and marketing programs. The role provides product and process guidance, analyzes market and competitive information, supports presentations and training events, manages business development resources, and drives sales, market share, and asset growth. It requires financial-industry sales experience, annuity and variable-product knowledge, securities and insurance licenses, strong communication skills, and up to 20% travel.

Develops, tests, implements, documents, and maintains business systems solutions across multiple platforms. Translates business requirements into technical specifications, performs systems analysis and design, provides application support and root-cause resolution, and guides developers and professional staff. The role also coordinates solution delivery, supports continuous improvement, maintains client and systems knowledge, and applies modern application development, cloud, API, and service-oriented technologies.

Supports TruStage Ventures’ portfolio company onboarding and engagement, fintech community and webinar programs, signature events, website and social media content, media coordination, email campaigns, speaker placements, and performance reporting. Coordinates internal and external stakeholders, maintains program databases and trackers, develops communications materials, and uses engagement metrics to recommend improvements. The role requires strong organization, communication, judgment, and the ability to manage multiple priorities with limited oversight.

Supports AI initiatives within IT through research, evaluation, testing, and implementation of AI-powered solutions. Responsibilities include prompt development, generative AI experimentation, data preparation and analysis, proof-of-concept projects, documentation, stakeholder collaboration, and evaluation of AI outputs. The intern will learn how AI, automation, analytics, and emerging technologies improve business processes while following cybersecurity, privacy, and responsible AI practices.

Supports actuaries by collecting, programming, analyzing, and validating data for product performance, reserves, rate filings, financial statements, pricing, and benefits calculations. Performs quantitative actuarial tasks, documents methodologies, learns product lines and actuarial systems, and progresses through actuarial examinations as part of the actuarial student program.

Leads enterprise third-party risk management operations, including due diligence, risk assessments, monitoring, reporting, quality assurance, stakeholder education, and process improvement. Provides backup leadership, coaches team members, manages complex initiatives, improves technology and data quality, and uses portfolio insights to support risk decisions.

Supports annuity product and business decisions through internal and external data analysis, reporting, performance monitoring, and recommendations. Maintains periodic and ad hoc reports, serves as a reporting and requirements subject matter expert, and contributes to cross-functional projects, business requirements, process improvements, testing, and compliance monitoring.

Develops new and existing partner relationships across Canada to grow life insurance sales. Responsibilities include prospecting, closing partner deals, setting sales goals, coaching field representatives, analyzing performance data, implementing incentives, managing sales plans, conducting business reviews, and collaborating cross-functionally. The role requires up to 75% travel and focuses on profitable product growth, partner engagement, and territory performance.

Leads complex performance design and learning initiatives from intake through execution, measurement, and continuous improvement. Manages projects, stakeholders, timelines, risks, budgets, and quality assurance while developing instructional and performance solutions aligned with business goals. Defines success measures, evaluates program effectiveness using data and feedback, supports lending capability and readiness, and advises peers and partners on design, project management, and performance practices.

Leads fintech tests from partner selection through published findings, coordinating credit unions, fintech partners, research activities, implementation, data collection, and cohort facilitation. Manages timelines, dependencies, resources, vendors, risks, and documentation across multiple concurrent programs. Supports fintech pipeline scouting and selection while improving repeatable testing processes. The role requires strong stakeholder relationship management, program evaluation, facilitation, communication, and familiarity with project management tools. Travel is required for events, conferences, and client visits.

Coordinates financial advisors’ schedules, calendars, member appointments, phone communications, referrals, and program reporting. Supports wealth management marketing through seminars, mailings, newsletters, and member communications. Provides administrative assistance, trains credit union employees on program processes, manages supplies and contact information, and follows confidentiality, data security, and compliance procedures.

Provides administrative support to multiple senior managers by managing calendars, coordinating meetings and travel, preparing agendas and presentations, handling correspondence, maintaining organizational systems, compiling reports, and supporting projects and workflow improvements. The role requires confidentiality, flexibility, strong communication, analytical problem-solving, bilingual English/French proficiency, and proficiency with Microsoft Office.

Leads the maturity and execution of TruStage’s privacy compliance program, including California privacy requirements, records management, regulatory implementation, monitoring, reporting, governance, and risk assessment. Advises business, technology, and data leaders on privacy-by-design and compliant data use. Drives cross-functional initiatives, stakeholder consultation, training, continuous improvement, and technology-enabled compliance solutions while mentoring team members and influencing enterprise decision-making.

Manages state tax compliance, research, planning strategies, and tax accounting processes. Reviews GAAP and statutory tax elements, leads tax projects and process improvements, oversees external consultants and vendors, identifies control weaknesses, and coordinates tax integration efforts. The role interacts with the IRS, auditors, regulators, and senior tax leadership while translating complex tax information into actionable guidance.

Senior Counsel responsible for advising management, protecting company legal rights, and supporting strategic business initiatives. The role focuses on drafting, reviewing, and negotiating commercial contracts and transaction documents with strategic partners and vendors. Responsibilities include managing outside counsel, assessing legal risks, ensuring compliance, advising business clients, and collaborating across legal and operational teams. Candidates need a law degree, Wisconsin or applicable jurisdiction bar admission, and five to eight years of corporate transactional legal experience.

This internship provides hands-on experience developing, testing, implementing, documenting, and maintaining business systems solutions. Interns may work in application development or infrastructure and cloud, conduct research and data analysis, prepare reports and correspondence, resolve issues, and participate in team meetings. Responsibilities are completed under guidance from experienced team members while following established methodologies, project plans, and organizational standards.

Leads the analysis, architecture, design, development, testing, implementation, maintenance, and support of complex business systems solutions. Translates business needs into technical specifications, guides multiple concurrent initiatives, provides architectural leadership, mentors staff, drives technology practices, and performs root cause and problem resolution activities. Collaborates with business, IT, infrastructure, and development teams while promoting modern development practices, continuous improvement, and effective solution delivery.

Performs complex tax research, data analysis, tax planning, and tax accounting review. Manages tax processes, projects, controls, external consulting resources, and tax integrations. Interacts with the IRS, auditors, regulators, vendors, and senior tax leadership while translating technical tax information into actionable guidance.

Lead analysis, design, development, testing, debugging and production support for complex insurance application systems (OIPA/PAS). Mentor team members, resolve outages, implement SDLC practices, and support data migration and monitoring for a multi-year OIPA implementation.

Provide legal counsel focused on drafting and negotiating commercial contracts with vendors and partners. Research and analyze legal issues, manage outside counsel, support cross-functional teams, and translate legal advice into business-focused recommendations. Develop expertise in TruStage operations, manage workload and projects independently with moderate guidance, and propose process improvements to support business objectives.