Senior Finance Analyst Jobs At Chubb

This is an opportunity to work for a rapidly growing, Series A HealthTech startup whose mission is to empower healthcare providers to deliver exceptional care, enhance clinical outcomes, and improve patient health. By integrating with existing systems and supporting various medical devices, they offer an innovative solution that handles logistics, data management, and patient support. They are well-capitalized, having recently raised a $15M Series A, led by a high-profile VC focused on healthcare and software. They've doubled their revenue for the past two years and are on track to achieve another 2x growth this year. Position Overview They are seeking a strategic VP of Finance to lead and oversee all financial operations and strategy, directly reporting to the CEO and Founder. In this pivotal role, you will serve as a strategic advisor to the executive team and other key stakeholders, and will play a key role in the company's exciting growth plans. This is a key leadership role, responsible for driving the company's financial performance, ensuring regulatory compliance, and providing strategic guidance to the executive team. Key Responsibilities Financial Strategy & Leadership: Lead the development and execution of financial strategies that align with the company's goals and objectives. Collaborate with the executive team to define financial priorities, risks, and opportunities. Financial Reporting & Analysis: Oversee the preparation and presentation of financial statements, reports, and analysis to the executive team and board of directors. Analyze financial performance, identify trends, and provide recommendations for improvement and cost management. Cash Flow & Risk Management: Monitor and optimize cash flow, working capital, and liquidity to ensure financial stability. Identify and manage financial risks, including market fluctuations, investments, and credit risks. Develop and implement strategies for effective tax planning and compliance. Team Management: Lead and manage external finance team members. Oversee the recruitment, training, and professional development of finance staff. Ensure the team maintains a strong internal control environment to safeguard company assets. Compliance & Regulatory: Ensure the company's financial practices comply with legal, regulatory, and accounting standards. Manage relationships with auditors, tax advisors, and regulatory bodies. Stay up-to-date with changes in financial regulations and industry standards. Stakeholder Communication: Serve as the primary financial advisor to the CEO, executive team, and board of directors. Present financial updates and strategic recommendations to stakeholders. Support investor relations efforts by providing financial insights and transparency. Financial Systems & Tools: Oversee the implementation and maintenance of financial systems, ensuring data accuracy and efficiency. Leverage financial tools and technologies to improve reporting, forecasting, and operational efficiency. Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field (required). MBA, CPA, or CFA preferred. Proven experience in financial leadership roles at a fast-growing startup. SaaS or HealthTech background strongly preferred. Strong background in financial planning and analysis, budgeting, and cash flow management. Experience working with executive teams, board members, and external stakeholders. Knowledge of corporate finance, financial modeling, and accounting principles (GAAP or IFRS). Exceptional strategic thinking and decision-making abilities. Strong leadership and people management skills with a focus on team development. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to non-financial stakeholders. Advanced proficiency in financial software and systems. Strong analytical, problem-solving, and negotiation skills.

Business Analyst Hybrid 3 days in Ridgefield Park NJ Salary Range: $120,000-$140,000 Key role in the organization, living at the intersection of professional services, technology and business processes, to advise and guide senior management on deployment of resources, driving desired outcomes, and adjustment of business processes. Candidate will possess a deep knowledge of excel modeling, intercommunications of database systems, and be a team player. The Business Analyst will report to the Executive Director & Chief Operating Officer and work closely with the senior management team; providing thoughtful analysis, feedback, and guidance to Senior Management. In this capacity the Business Analyst will be responsible to: · Provide financial analysis and recommendations to Senior Management. · Proactively support the business by gathering insights, information, and key performance data, while ensuring data integrity and accuracy. · Create and develop forecasts, models and additional reports including big data dissection. · Build and maintain business analysis (both financial and operational) to inform Senior Management and influence business decisions. · Monitor financial performance, research variances to plan, and identify risks and opportunities. · Proactively and effectively communicate financial information to executive level leadership and develop executive level presentations through various data visualization tools and methods. · Engage in project-driven financial analysis across all lines of business working collaboratively with internal and external business partners. · Create, manipulate and manage BI connectors to equip senior management with robust analytics, leveraging business intelligence to take a more hands-on approach to analyzing data. · Support the Executive Director with reporting and analysis. Candidate Qualifications: · Bachelor's degree in finance, Accounting, Economics, Applied Mathematics or analytics-related area. · 3+ years in finance or analytics-related role. Investment Bank, Private Equity or Consulting experience a plus. · Strong quantitative and analytical skills, ability to develop financial models to evaluate projects, revenue streams, etc. · Flexible and able to anticipate change and respond to daily operational needs and priorities with agility. · Energetically embraces new thoughts and ideas, focuses on continuous improvement efficiently. · Experienced data visualization presentations, verbal and written communication skills. · Strong interpersonal skills and the ability to work collaboratively with individuals of all levels within the organization. · Demonstrates strong organizational skills to balance competing priorities and manage time efficiently. · Advanced Excel, PowerPoint, Data visualization tools, with ability to learn new tools quickly. Benefits: · Hybrid schedule, generally 3 days in-office · Medical/Dental/Vision program · PTO- Including paid vacation time, Sick time, 10 company paid National Holidays · Bonus Eligible · 401(K) · HRA · Voluntary Life Insurance · Additional ancillary benefits offered The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

At Allianz Life, we are guided by our mission - we secure your future - and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. What you do: You will report to the AVP, Investment Analytics and Reporting. As an entry-level member of the Portfolio Analytics team, you will deliver analysis and forecasting that supports the Allianz US general account investment team and aids in informed portfolio management decision-making. Your main responsibilities will involve maintaining and enhancing analytical tools and processes that support investment decisions. You will need strong analytical skills and advanced proficiency in Excel, SQL, and PowerBI. Candidate requires creative problem-solving who not only replicates processes but also suggests efficiencies for quality and production improvements. Demonstrating process improvement skills in your daily work, you should be able to work independently and collaboratively within a team environment. Gather requests from asset class experts to build new analysis using Aladdin reporting functionality. Update, maintain and improve existing analytical tools and processes in Excel, SQL, and PowerBI. Complete the annual investment planning process using internal models. Prepare analysis and commentary to explain main reasons for deviation between actual investment income compared to plan. Produce asset transaction reporting comparing purchases against relative benchmarks to support the understanding of investment income drivers. Help maintain benchmarks by reviewing important assumptions and implementing updates in relevant investment systems. Manage relationships with internal customers and external partners. Conduct analysis and investigates solutions to help improve the analytics of the company and overall risk management. Develop requirements for technical team support in advancing tools and data quality. What you bring: 2+ years insurance company, banking or finance experience Strong Excel and SQL skills including VBA, PowerBI experience favorable Working knowledge of investment systems such as Bloomberg, Aladdin, or similar investment management systems Excellent quantitative and analytical skill-set Understanding of insurance company investing helpful In pursuit of CFA or actuarial exams helpful Utilization of artificial intelligence tools and resources (e.g. generative AI). You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship. Base Salary Range: AIM Analyst: $55,000 - $110,000 AIM Senior Analyst: $72,000 - $108,000 Actual base salary may vary based upon factors such as relevant experience, qualifications, internal equity of peers, and geographic location. In addition to base salary, this position is eligible for an annual incentive program. What we offer: At Allianz Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, health savings account, tuition reimbursement, student loan retirement plan, annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our great benefits, campus amenities and inclusive, engaged culture are among the many reasons we're recognized as a top workplace employer. 75532 | Asset & Investment Management | Professional | Allianz US Life | Full-Time | Permanent Warning: When posting this job advertisment on an external job board, the length of the following fields combined must not exceed 3950 characters: "External Posting Description", "External Posting Footer" Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations. Join us. Let's care for tomorrow. #LI-TD1

At the direction of your supervisor, provide underwriting support to the Employee Benefits Division Essential Duties & Responsibilities Perform analyses within the MMA West Actuarial and Underwriting team scope of services such as: experience reporting, reserving, forecasting, pricing, funding cost comparisons, stop-loss analysis, population analysis, utilization review, contribution modeling, benchmarking, and other ad-hoc financial analyses Develop summary presentations of analysis for client and prospect meetings Attend client and prospect meetings upon request of senior staff members Develop and/or maintain analytical tools for the actuarial and underwriting department Education and/or Experience 0 - 2 years of relevant job experience Bachelor degree in mathematics, statistics, economics, finance, or related field Familiarity with Microsoft Office, especially Excel, Word and PowerPoint Exposure to databases, statistical analysis programs, predictive analytics, and programming languages helpful but not required Strong oral and written communication skills when preparing reports and giving presentations Excellent analytical and problem solving skills Exceptional attention to detail Ability to prioritize multiple tasks and work in a time-sensitive environment Pursing underwriting designation Obtain and maintain a valid, unrestricted State of California Life & Health License Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods Work is performed in a typical interior/office work environment Occasional travel may be required for internal team meetings and client meetings The applicable base salary range for this role is $40,900 to $76,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. #MMAwest #MMAEHB

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 0 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary Responsible for assisting underwriters on the underwriting, pricing, issuance and servicing of new and renewal package and casualty business, and processing those accounts, including booking and issuing policies. Essential Job Functions: Perform analysis and review of information in connection with complex new and renewal submissions. Communicate with brokers to obtain information needed for rating, pricing and servicing Risk Management Accounts. Analyzes, evaluates and reviews detailed loss information. Evaluates and identifies proper codes including class codes, sic codes. Pulls experience modification data. Conduct and assist the process of rating, booking, filing, endorsement preparation, and reinsurance entry and policy issuance instructions to Technical Assistant staff. Use multiple systems to conduct daily tasks, organize and prepare for the renewal process. Support and assist to identify forms and endorsements used in policy construction. Assist all file documentation standards including schedule credit/debits, a rates, deregulation, NY Free Trade zone, Rule 34, Rule 15 in a timely and accurately manner and complies with department of insurance requirements. Assist with conditional notices, endorsement information, state filings and cancellation and non-renewal notices Assists on premium accounting problems or issues. Provides loss runs to broker as requested. Assist in review of insurance and reinsurance certificates and final audits. Effectively communicate with internal and external personnel. Handle multiple projects on time sensitive deadlines in a high volume environment. Maintains and improve a level of customer service. Develop a high degree of trust through demonstrated personal integrity, compliance with internal controls and a commitment to excellence. Qualifications College degree preferred. 1 to 3 years of casualty underwriting or underwriting assistance experience with larger sized customers. Previous underwriting assistance experience or insurance industry experience preferred. Good oral and written communication skills. Ability to innovate and apply new ideas. Familiarity with Microsoft Office programs. Salary range of $65k - 80k. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.

Established manufacturer of cosmetics and personal care items is seeking a Finance Manager who will make high-level decisions regarding business health and will be responsible for overseeing all financial activities within the manufacturing facility, providing strategic financial leadership to optimize company performance. This role will be highly involved in the operations of the business and will include the development of financial models, budgeting, month end close and financial reporting, internal control implementation, and analyzing performance to support the company's operational and strategic goals. The Finance Manager will: Lead and manage the finance team Develop and implement financial strategies to optimize cash flow, reduce costs, and improve profitability for the manufacturing operations. Partner with executive leadership to develop long-term business strategies and growth plans, providing financial insights and recommendations. Budgeting and Forecasting: Lead the budgeting and forecasting process for the manufacturing division, ensuring alignment with corporate goals and targets. Develop financial forecasts based on production schedules, capacity, and market trends, while maintaining flexibility to adjust to changes in the business environment. Oversee cost analysis and margin improvement projects to enhance financial performance. Cash Flow and Working Capital Management: Monitor cash flow to ensure adequate liquidity for day-to-day operations, including overseeing accounts receivable and payable. Develop strategies to improve working capital efficiency, including inventory management and supplier payment terms. Cost Management and Efficiency: Collaborate with the operations team to identify cost-saving opportunities in manufacturing processes, production efficiencies, and waste reduction. Drive continuous improvement initiatives aimed at improving cost structures and margins. Oversee cost allocation and ensure proper overhead management across departments and manufacturing lines. Compliance and Risk Management: Ensure compliance with all local, state, and federal regulations, including tax laws, financial reporting standards, and labor laws specific to manufacturing. Identify potential financial risks and develop strategies to mitigate those risks, including managing foreign exchange risk, commodity price fluctuations, and changes in labor costs. Financial Systems and Technology: Oversee the implementation and maintenance of financial systems and technology that support financial operations in the manufacturing environment. Evaluate and recommend improvements in systems and processes to increase accuracy, efficiency, and visibility of financial data. Team Development and Mentorship: Foster a high-performance culture by training and mentoring finance team members. Encourage cross-functional collaboration between finance and operations teams to align financial objectives with production goals. Qualifications: Bachelor's degree in Finance or Accounting. A Master's degree in Finance or Business Administration (MBA) or CPA certification is preferred. Minimum of 7-10 years of progressive financial experience, including at least 3 years in a leadership role within the manufacturing industry. Strong cost accounting, financial modeling and analytical skills. Deep understanding of manufacturing cost structures, inventory costing and management, and capital expenditure planning. Advanced proficiency in financial software, ERP systems (e.g. Alere), and Excel. Please send resume outlining your related experience for immediate consideration.

Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes industry knowledge and expertise to retain clients by providing financial, industry trend, and strategic insights guiding clients through impactful benefit changes. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations. How You Will Contribute: Oversight of monthly financial reports Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts. Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy Performing demographic analysis, claims reviews, and other projects on prospective clients Performs miscellaneous duties and projects. This includes involvement in presentations at client functions and meetings. License and Certifications: Texas Life & Health (or willing to obtain in the first 3 months from start date) Skills & Experience to Be Successful: Strong analytical and critical thinking ability from industry experience Ability to work independently and exercise judgment Strong knowledge of and relationships with vendors Ability to maintain a high level of confidentiality Microsoft Excel - Strong to Expert level skills Detail oriented with excellent organizational skills 3-5 years of employee benefits experience. Employee benefits in either stop loss, broker, or carrier industries Proficient with Microsoft Office Suite Excellent verbal & written communication skills

Your Role The Network Contracting and Trend Analytics (NTA) team supports the Network Management team with analytical and financial modeling for provider contracting and network development activities for Blue Shield of California. The Senior Principal, Medical Informatics of NTA will report to the Senior Director of NTA. In this role you will be responsible for behavioral health finance analytics including measurement of internal cost of healthcare and reporting, analytics supporting coordination of care opportunities, and oversight of provider contracting analytics. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning. Your Work In this role, you will: Develop the financial management and modeling best practices, specifically for Behavior Health as we move to an in-sourced environment Implement on-going behavior health costs analysis and trends Be responsible for CoHC - Behavior Health Be the lead on modeling the financial aspects. Example, evaluating the financial aspects of care activities such as hospital ER vs behavioral health services Lead all financial aspects in developing Value-Based Contracting, specifically in Behavior Health marketplace. Be accountable for development of the financial contractual arrangements and the implementation of these providers, which we are bringing in house Your Knowledge and Experience Requires a college degree or equivalent experience MPH, MBA, MS, MA, RN, or RHIA preferred Requires 10 years of relative experience Requires a minimum of 5 years' experience in Health Care (managed care, academic, or gov't payer) Requires contracting in healthcare with a behavioral health specialty Requires experience developing programs that will translate into CoHC savings specifically in extensive vendor knowledge of financial healthcare within behavioral health Requires experience with behavioral health financial reporting and modeling Requires one to be comfortable with an ever changing business model that is continually seeking the optimal solution in the behavioral health space Requires a SAS Certified Base Programmer Credential or equivalent or a SAS Certified Advanced Programmer Credential or equivalent

Established in 2021, Independence Pet Holdings (IPH) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America. We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach includes our own insurance carrier, insurance brands and partner brands. Independence American Insurance Company (IAIC), a subsidiary of IPH, has over 50 years of underwriting experience and a history of innovation in the pet insurance industry. IAIC has built a reputation as a trusted and dependable partner. We are a pet-focused underwriter with deep insurance industry experience, offering a product with proven consumer appeal. Job Summary: IAIC is seeking a proactive, strategic and results-driven Director of Financial Planning & Analysis (FP&A) with deep expertise in the insurance industry, particularly in Risk-Based Capital (RBC) and Best's Capital Adequacy Ratio (BCAR) frameworks. This leadership role will oversee the FP&A function, guiding financial strategy, capital planning, and performance analytics to support executive decision-making and ensure regulatory and rating agency compliance. Job Location: Hybrid - New York, Midtown Pay Range: $170,000 to $190,000, plus bonus Main Responsibilities: Lead the FP&A function, including budgeting, forecasting, long-range planning, and performance analysis across the enterprise. Model, Assist and advise strategic capital planning initiatives, including RBC and BCAR modeling, scenario analysis, and capital optimization strategies. Oversee the development of financial models and dashboards to support real-time decision-making and strategic planning. Serve as a key liaison with regulators, rating agencies, and auditors on capital adequacy and financial performance matters. Present financial insights and recommendations to the VP Finance, Board of Directors, executive committees. Monitor industry trends, regulatory developments, and rating agency methodologies to proactively manage capital strategy. Mentor and develop a high-performing FP&A team, fostering a culture of analytical excellence and continuous improvement. Exposure to executive leadership to evaluate business performance, investment opportunities, and risk-adjusted returns. Collaborate with actuarial, underwriting, and enterprise risk management teams to assess capital adequacy and solvency. Drives continuous improvement, by leveraging technology to design and implement solutions that will enable process re-imagination and changes the way they work. Provides framework to evaluate opportunities for growth, expansion, and new revenue streams. Designs and develops models for purposes of forecasting, allocating data, and steering decision support for partnerships and investments. Qualifications: Bachelor's degree in Finance, Accounting, Actuarial Science, or a related field; MBA, CPA, or CFA strongly preferred. 10+ years of progressive experience in FP&A or financial leadership roles within the insurance industry. Demonstrated expertise in Risk-Based Capital (RBC), BCAR, and capital adequacy frameworks. Proven track record of influencing executive decision-making through financial insights and strategic analysis. Advanced proficiency in financial modeling, forecasting, and data visualization tools (e.g., Excel, Power BI, SQL). Deep understanding of statutory accounting principles and insurance financial statements. Exceptional leadership, communication, and stakeholder management skills. Preferred Qualifications: Experience with NAIC reporting, AM Best rating processes, and regulatory capital filings. Familiarity with reinsurance structures and their impact on capital and solvency. Proficiency with enterprise performance management (EPM) platforms such as Anaplan, Adaptive Insights, or Hyperion.

Your Role The Network Contracting and Trend Analytics (NTA) team supports the Network Management team with analytical and financial modeling for provider contracting and network development activities for Blue Shield of California. The Senior Principal, Medical Informatics of NTA will report to the Senior Director of NTA. In this role you will be responsible for behavioral health finance analytics including measurement of internal cost of healthcare and reporting, analytics supporting coordination of care opportunities, and oversight of provider contracting analytics. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning. Your Work In this role, you will: Develop the financial management and modeling best practices, specifically for Behavior Health as we move to an in-sourced environment Implement on-going behavior health costs analysis and trends Be responsible for CoHC - Behavior Health Be the lead on modeling the financial aspects. Example, evaluating the financial aspects of care activities such as hospital ER vs behavioral health services Lead all financial aspects in developing Value-Based Contracting, specifically in Behavior Health marketplace. Be accountable for development of the financial contractual arrangements and the implementation of these providers, which we are bringing in house Your Knowledge and Experience Requires a college degree or equivalent experience MPH, MBA, MS, MA, RN, or RHIA preferred Requires 10 years of relative experience Requires a minimum of 5 years' experience in Health Care (managed care, academic, or gov't payer) Requires contracting in healthcare with a behavioral health specialty Requires experience developing programs that will translate into CoHC savings specifically in extensive vendor knowledge of financial healthcare within behavioral health Requires experience with behavioral health financial reporting and modeling Requires one to be comfortable with an ever changing business model that is continually seeking the optimal solution in the behavioral health space Requires a SAS Certified Base Programmer Credential or equivalent or a SAS Certified Advanced Programmer Credential or equivalent

BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We build diversity into our business to meet our clients' needs for flexibility and long-term growth. We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. Develop and prepare comprehensive financial plans for new and existing clients Make investment recommendations and subsequent follow-ups for client portfolios with investment team Present life insurance and annuity analysis Create a planning process to help individuals meet their financial goals. Internal support staff Hands on training and development program Medical Dental Long Term Disability Bachelor's Degree At least 3 years related experience in the Financial Advisor role Excellent writing and verbal communication skills All resumes are kept strictly confidential. #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $106,300.00 - $175,400.00 Target Openings 1 What Is the Opportunity? Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. \ This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers. What Will You Do? Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts. Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. Identify and capture new business opportunities using consultative marketing and sales skills. Develop and execute individual agency sales plans that align with region/group sales plans to drive team success. Train and mentor less experienced underwriters. Perform other duties as assigned. What Will Our Ideal Candidate Have? Bachelor's degree. Five to eight years of applicable underwriting experience. Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets. Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. Experience coaching and mentoring others. What is a Must Have? Four years of underwriting, product knowledge, financial analysis, or risk assessment experience. What Is in It for You? Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ********************************************************* 0

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Responsible for helping Financial Advisors with their clients' and prospects' financial planning needs Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Job Requirements Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a Bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals. Becoming a Financial Planning Director at Morgan Stanley will allow you to: Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement Job Responsibilities Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in wealth management topics including retirement planning, investment planning, tax planning, trust and estate planning, bank and credit management, and risk and insurance management Collaborate effectively with local management team to prioritize and oversee financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client engagement and loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Remain current with all CFP continuing education requirements Comply with all regulatory requirements, including licensing and registrations Job Requirements Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a Bachelor's degree and 5+ years professional experience in wealth management, business development, and management Current holder of the CFP required Series 7, 66 licenses required Knowledge of Money Guide Pro highly preferred Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).