Jobs at Jackson

Leads HR analytics strategy by developing descriptive, predictive, diagnostic, and prescriptive reports, dashboards, and data products. Uses statistical modeling, machine learning, visualization, and data storytelling to inform workforce planning and business decisions. Consults with leaders to define metrics and requirements, curates HR data, supports Agile analytics development and QA, conducts UX research, and trains users on reporting tools. Requires expertise in HRIS data, business intelligence, statistical analysis, and data visualization.

Designs, develops, delivers, and evaluates blended learning programs for technical and behavioral skills. Conducts training needs assessments, creates instructional materials and digital content, applies adult learning principles, measures training effectiveness, and collaborates with stakeholders and subject matter experts. Maintains training resources and progress documentation while providing guidance on learning development best practices. Travel between company locations may be required.

Manages marketing and creative projects from conception through implementation across product lines and communication channels. Develops project plans, coordinates internal stakeholders and external agencies, tracks budgets and timelines, manages approvals and compliance, and maintains status reporting. Prioritizes projects and resources, identifies risks, escalates issues, and supports improvements to marketing workflow processes and systems.

Entry-level training program preparing candidates for internal wholesaling or RIA internal consulting careers in financial services. Responsibilities include obtaining FINRA and insurance licenses, learning financial products and sales systems, completing training and projects, and supporting internal wholesalers with territory management and product sales knowledge. Requires strong communication, analytical, organizational, computer, and follow-through skills.

Provides administrative support to senior legal and compliance leaders, including calendar and travel management, meeting coordination, expense and invoice processing, records maintenance, reporting, presentations, regulatory filing assistance, document proofreading, signature and notarization coordination, SharePoint access administration, onboarding support, and process improvement.

Entry-level training program preparing candidates for internal wholesaler or RIA internal consultant roles in financial services. Responsibilities include obtaining required FINRA and state insurance licenses, learning financial products and sales systems, completing training and projects, and supporting experienced wholesalers with territory management and product sales. The role requires strong communication, analytical, organizational, computer, and interpersonal skills, along with a bachelor's degree or equivalent experience.

Processes standard client and producer transactions using documented procedures and multiple software applications. Reviews information for completeness, identifies and escalates issues, communicates with customers, agents, and internal associates, documents transaction activity, and handles inbound and outbound calls. Maintains production and quality standards in a high-volume environment while learning life and annuity products.

Directs investment accounting operations, portfolio reporting, financial statement disclosures, regulatory compliance, and close processes for a multibillion-dollar investment portfolio. Ensures accurate accounting under US GAAP and Statutory Accounting Principles, reviews investment transactions, leads process improvements, manages reporting challenges, and oversees staff hiring, performance, and personnel actions.

Leads cross-functional projects from initiation through implementation and stabilization. Develops plans, schedules, budgets, governance, risk mitigations, and communications while coordinating business, technology, finance, compliance, sales, and vendor stakeholders. Supports technical deployments, system implementations, process improvements, operational controls, reporting, workflows, and organizational changes. Provides leadership updates, manages dependencies and deliverables, and partners on change management, training, and implementation activities.

Supports risk-based internal audits across the organization by testing processes, controls, and systems; conducting SOX and NAIC Model Audit Rule testing; documenting observations; evaluating remediation; and collaborating with management, audit teams, and external assurance providers. The role requires adherence to audit standards, regulatory expectations, quality and budget requirements, strong analytical and communication skills, and approximately 10–20% domestic travel.

Provides part-time office and business operations support, including answering customer calls, navigating multiple computer systems, following procedures, performing data entry and clerical tasks, and organizing priorities in a fast-paced environment. The role requires strong communication, professionalism, problem-solving, time management, and teamwork. Associates create flexible schedules of 18 to 29 hours weekly and support additional duties or projects as assigned.

Consults with wholesalers and financial, legal, and tax professionals to support sales of retirement and wealth strategies. Researches complex planning issues, develops case illustrations, presentations, marketing materials, and white papers, and delivers sales presentations and training. Partners with sales teams to prospect and close business while communicating sophisticated financial strategies and solutions. Requires an advanced professional designation, financial services registration, and at least five years of relevant experience. Limited travel may be required.

Identifies and collects advisor, policy owner, and claims-related debts; researches accounts, evaluates debit balances, negotiates repayment arrangements, and coordinates write-offs, settlements, refunds, and rejected-fund processing. The role monitors reports, communicates required actions to business units, and performs detailed accounting and system analysis to resolve payment issues.

Manage execution of SOX and Model Audit Rule compliance for IT controls, perform risk assessments, facilitate control owner training, support system implementations affecting internal controls over financial reporting, coordinate with internal and external auditors, evaluate and advise on IT control deficiencies and remediation, and support third-party IT risk assessments.

Provides comprehensive administrative support to a senior executive, including calendar and travel management, meeting coordination, correspondence, presentations, expense reconciliation, purchase orders, records management, and event planning. Serves as a liaison with internal and external stakeholders, handles confidential information, researches issues, and supports budgets and compliance using Microsoft Office and Oracle Financials.

Supports investment product sales through advanced retirement and wealth planning strategies. Consults with wholesalers and representatives, develops case illustrations and sales presentations, creates marketing and regulatory materials, researches industry changes, supports sales opportunities, and provides training and mentoring. Requires expertise in annuities, mutual funds, estate planning, taxation, retirement plans, and charitable giving, along with extensive financial services experience and securities licenses.

Participates in financial services training, studies for and obtains required FINRA and state insurance licenses, completes product training, shadows Client Consultants, supports client interactions and product recommendations, and provides data entry assistance. The role develops foundational knowledge and skills for advancement into a Client Consultant position.

Processes standard client and producer transactions using documented procedures and multiple applications. Reviews information for completeness, identifies and escalates issues, communicates outstanding requirements to associates, customers, and agents, and documents transaction activity. Maintains departmental production and quality standards in a high-volume environment while learning life and annuity products and managing processing requirements.

Manages service center or processing associates through coaching, performance management, quality monitoring, development, and engagement. Oversees daily work, staffing, productivity, service levels, escalated customer issues, process improvements, and change implementation. Partners with the Command Center on workforce allocation and forecasting while ensuring teams meet quality, productivity, and service standards. Supports transaction processing and customer service as needed.

Reviews, drafts, edits, and negotiates contracts covering services, sales, distribution, confidentiality, hospitality, events, technology, intellectual property, and other agreements. Advises internal stakeholders on contract interpretation, supports legal and regulatory compliance, coordinates attorney reviews, and assists with procure-to-pay and contract management systems.