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Train to obtain financial licenses, develop consultative sales and relationship-management skills, engage clients and prospects, identify financial needs, recommend solutions, and work toward performance goals. The role provides mentorship, coaching, product training, and a path to Client Support Associate and Financial Advisor positions.

Support financial decision-making and reporting for annuities by processing loan documents, reconciling assets and cash with third-party trustees, maintaining assets in Markit WSO, delivering scheduled and ad-hoc reports and scorecards, tracking Moody's and S&P ratings, and acting as liaison among business leaders, vendors, and trustees to implement and monitor initiatives.

Supports financial advisors by preparing preliminary financial plans, insurance and investment analyses, portfolio recommendations, client reports, and transaction paperwork. Manages client data, service issues, communications, review meetings, compliance records, and prospect qualification. The role requires client relationship skills, financial planning knowledge, regulatory compliance, and willingness to obtain securities and insurance licenses while developing toward an independent financial advisor position.

Prepare and file life insurance statutory annual and quarterly financial statements with state regulators and the NAIC. Provide regulatory and legal entity reporting analysis, maintain internal controls, respond to auditors/examiners, collaborate on complex accounting transactions, and assist with state/company filings and ad hoc projects to ensure compliance with statutory accounting principles.

Manage and enhance U.S. health and welfare benefits programs, overseeing vendors, compliance, governance, costs, communications, and employee education. Partner with HR, Finance, Legal, Payroll, and Communications to evaluate plan performance, recommend improvements, manage risks, support audits, and deliver effective benefits experiences. Research market trends and apply analytics and AI to inform program design and strategy.

The Director of Macroeconomic Strategy develops economic and market outlooks, forecasting models, dashboards, scenario analyses, and investment themes supporting asset allocation and portfolio decisions. The role researches economic indicators, markets, valuations, earnings, and monetary policy; identifies risks and opportunities; and translates findings into publications, presentations, and advisor- and client-facing communications. It also supports thought leadership, media activities, events, and research innovation using Bloomberg, FactSet, and AI-enabled tools.

Leads regional sales efforts for financial products by driving advisor net flows, analyzing sales opportunities, executing regional plans, engaging advisors and field leaders, directing wholesaling resources, and supporting client meetings and case analysis. Partners with internal teams and product wholesalers to align messaging, coach advisors, and achieve territory goals. Requires financial-services sales experience, securities licenses, leadership skills, and up to 25% travel.

Supports the alternative investments business through product onboarding, servicing arrangements, advisor education, product maintenance, reporting, sponsor relationship management, and cross-functional implementation. Coordinates with internal teams and third-party firms, tracks risks and milestones, resolves issues, improves processes, and communicates product and operational updates to advisors, sales teams, and clients.

Leads product consulting teams supporting wealth management sales, asset flows, and advisor engagement. Responsibilities include strategic planning, sales execution, talent development, stakeholder partnership, advisor education, product feedback, regulatory supervision, and business representation through training and industry forums. The role requires extensive financial services and wealth management experience, sales leadership, and active securities registrations.

Lead quantitative analysis and modeling for the Capital Markets Solutions team, ensuring model accuracy, data integrity, and risk/return assessment. Direct analytic staff to resolve modeling issues, present recommendations to stakeholders, provide subject-matter expertise on financial instruments and insurance contracts, and support control, data management, and reporting processes.