Nassau Financial Group Benefits Overview

Maintain SEC registration statements and filing materials for variable life and annuity products. Coordinate regulatory filings and customer document delivery, conduct annual separate-account testing, manage AML training and customer due diligence, support risk assessments and audits, and assist with regulatory examinations. The role also requires researching non-routine compliance issues, managing complex documents, and supporting broader compliance initiatives.

Leads technical solution delivery for Finance, HR, and corporate business applications. Responsibilities include technical estimation, specifications, architecture-aligned design, development, integrations, testing, deployments, production support, operational readiness, and vendor coordination. The role provides PeopleSoft expertise, collaborates with architecture and security teams, participates in on-call support, manages release and change processes, and provides project direction to employees, contractors, and software vendors.

Supports corporate tax strategy, compliance, research, risk management, audits, and tax analysis across insurance and asset management businesses. Advises on partnership, international, product, withholding, excise, and uncertain tax matters; monitors legislative and judicial developments; collaborates with Legal, Finance, Actuarial, Compliance, and Operations; documents conclusions and communicates impacts to leadership. The role may require extended hours during financial close cycles.