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Perform internal control and financial/operational audit engagements: plan, execute, and document testing of control design and operating effectiveness, report findings to stakeholders, recommend process and control improvements, and support senior auditors on advisory work.

Plan, execute, and document internal control assessments and operational/financial audits; test design and effectiveness of controls over financial reporting; identify risks and recommend improvements; assist senior auditors and support external audit reliance on internal work.

Drive annuity sales across assigned territory and channels by building advisor relationships, implementing sales and marketing strategies, hosting seminars, conducting proactive outreach (phone, virtual, in-person), and occasionally traveling to drive business. Collaborate with team while working hybrid from Denver or Nashville offices.

The Private Credit Portfolio Management Analyst will monitor portfolio performance, assess credit risk, analyze financial data, and support investment decisions in a collaborative team environment.