10 financial consultant jobs found in Madison

You will engage the enterprise in activities related to the execution, development, facilitation, administration, and presentation of transformation efforts (digital, operational, functional, cross-functional and integration/separation); taking a collaborative approach to drive results and create long-term value for the business. Reporting to the Transformation Director, you will drive necessary connectivity between planning, prioritization, and funding across strategy, profit and growth plan, discretionary work, and budgeting.  Ensure alignment with strategy, leadership, work streams, and reporting while providing leadership, follow-up, adaptation, insights and conflict resolution. Ensure the organization is transforming and integrating the right capabilities, processes, people strategies, and organizational constructs to achieve transformation outcomes and enable our strategy.  In this flex office/home role, you will be expected to work a minimum of 10 days per month from...

Position Compensation Range: $62,000.00 - $103,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Privacy Consultant is responsible for supporting the development, implementation, maintenance, and adherence to the organization's privacy program in collaboration with legal counsel and management, key departments, and committees to ensure organization has and maintains appropriate privacy and confidentiality consent, authorization forms, and information notices and materials reflecting current organization and legal practices and requirements. You will directly support AmFam Group’s enterprise strategy by ensuring compliance with evolving state and federal privacy requirements while enabling responsible data use across the organization. You will provide operational privacy expertise and support that allows business partners to execute strategic...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary:   This position is responsible for the ongoing development, improvement, support, maintenance and configuration of our cloud-based Human Resource Information System (HRIS). This person works with business units across the enterprise, Subject Matter Experts (SMEs), and HR areas to ensure the HRIS meets the needs of the enterprise as efficiently as possible.  The role is...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Specialist III, Operations Underwriting provides technical expertise to credit unions by servicing commercial property and casualty coverage requests including referrals from Operations Underwriting Specialist I’s when needed and acts as an insurance consultant to both internal and external customers.  The Operations Underwriting Specialist III utilizes...

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Sustainability Governance and Partnership Strategist supports the governance and management of the AmFam Sustainable Business Framework. You will also oversee regulatory reporting, and the management of our University and College portfolio. You will report to the Director, Sustainable Business Framework . In this flex office/home role, you will be expected to work a minimum of 10 days per month from either Madison, WI 53703 or Boston, MA 02110 Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy reference guide for more information on potential relocation. Depending on the candidate pool, this position may be filled at a lower level to maintain alignment with experience and...

In this role you are going to work on the property pricing team. You will provide the highest level of expert analysis, consulting and work on projects related to insurance pricing. You will provide consultation and develop or lead the development of models and projections. In this role, you will also be responsible for rate filings. In this hybrid, you will be expected to work a minimum of 10 days per month from one of the following office locations: Madison, WI 53783; Boston, MA 02110. Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy reference guide for more information on potential relocation. #LI-Hybrid Position Compensation Range: $131,000.00 - $220,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities • Provides consultation and develops or leads the...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Title: Data Operations Intern Job Location: Hybrid (at least two days/week in-office), for those based in Denver, CO; Dallas, TX; or Madison, WI. Willing to consider fully remote for the right candidate.   Filene Research Institute Physical Office Denver/Cherry Creek (CO) = 3700 E Alameda Ave (Westerra Credit Union) Dallas/Keller (TX) = 6032 Innovation Way (Tarrant County...

Reporting to the Marketing VP, You will be responsible for driving business growth by developing and executing a powerful brand, advertising and media strategy- bringing strong P&L sensibility and general management capability to prioritize investments, set performance expectations and drive results. You will leverage brand marketing and agency management expertise to deliver integrated campaigns with excellence. You will collaborate with leaders across the enterprise to strategically plan, direct and integrate the brand, advertising and media approaches to reinforce the position of American Family Insurance. Position Compensation Range: $131,000.00 - $220,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities •You will drive brand awareness and consideration through strategic planning and execution of integrated brand...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...