25 investments jobs found

Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s. Duties & Responsibilities: Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility. Performs other duties as assigned. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience   Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a...

Description Liberty Mutual US Retail Markets (USRM) Technology is undertaking a multi-year transformation to modernize our policy administration ecosystem by converging legacy platforms into a unified, cloud-enabled Guidewire PolicyCenter solution.   We are seeking a Director of Engineering – Policy Migration to lead one of the most critical components of this transformation: the end-to-end migration of legacy policies, data, and capabilities into our modern platform.   This leader will define and execute the engineering and data migration strategy, build and lead a high-performing organization, and partner across Product, Underwriting, Data, and Platform teams to ensure seamless, high-quality migration outcomes that enable business agility and customer value.   This role combines deep technical leadership, large-scale program execution, and organizational leadership, and is pivotal to delivering a simplified, future-ready insurance platform....

Description Job Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Provides excellent customer service and effectively resolving complex customer issues. Process customer transactions accurately and efficiently and balance daily. Responsible for...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Provides excellent customer service and effectively resolving complex customer issues. Process customer transactions accurately and efficiently and balance daily. Responsible for...

The CareIQ Intake Specialist provides administrative customer service assistance to claimants, providers, and claims management by receiving and entering new ancillary healthcare referrals. Utilizing proprietary systems and knowledge from training, a CareIQ Intake Specialist will provide excellent telephonic and written customer service to both inbound and outbound customers. A CareIQ Intake Specialist operates with a high focus on accuracy and urgency to ensure that service orders are received quickly in alignment with the claimant and customer needs. This is a remote role. For continuity of business, candidate must live and work in the Central or Eastern time zones.  ESSENTIAL FUNCTIONS & RESPONSIBILITES: Provides quality and friendly telephonic customer service in an inbound and outbound high-volume call-center environment Completes accurate data entry and review Able to learn and operate corporate proprietary systems Enters assigned electronic...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the territory is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring...

The CareIQ Service Coordinator provides administrative customer service and file management assistance to claimants, providers, claims professionals, and case managers regarding new and ongoing ancillary healthcare services. Utilizing proprietary systems and knowledge from training, a CareIQ Service Coordinator will provide excellent telephonic and written customer service to both inbound and outbound customers. This role operates with a high focus on accuracy, urgency and communication to ensure that services are completed on schedule and without interruption. A wired connection to your modem from a broadband internet network with a minimum bandwidth of at least 3 Mbps is required for this position. This is a remote position but for continuity of business with our management team, candidate needs to reside and work in Eastern or Central time zone.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide telephonic customer service in an inbound and outbound high-volume...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will support our Government/Public sector clients located in the territory of Northeast Indiana for our Retirement Solutions team. Living within the territory is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring...

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46804   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking - Client Consultant II - Licensed   Location Fort Wayne, IN 46814   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Description Summary: The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.   Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.  Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.  Responsible...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary The VP, Chief Accounting Officer is responsible for the company’s accounting function, including accounting operations, controls, external reporting, regulatory reporting requirements, internal management reporting and related budgeting.  This role provides guidance to the CFO and to executive leadership on corporate finance related topics.  This role provides thought leadership to support various key internal risk and governance topics such as capital management,  disclosure committee, asset/liability management and the benefit plan investment...

CorVel is seeking a Medical Scheduler (Scheduling Coordinator) for our Medical Scheduling Departments. The Scheduling Coordinator is responsible for participating in the daily operations and maintenance of the Medical Scheduling Departments. Primary duties include facilitating and scheduling medical services for claimants This is a remote role.  ESSENTIAL FUNCTIONS & RESPONSIBILTIES:  Proactively monitors and manages files using proprietary web-based applications Identifies potential problems and trends, proposes solutions and ensures no delay in care Provides telephonic and written customer support services Documents actions and correspondence between parties Ensures files are complete with all appropriate documentation Utilizes CorVel Intranet and SharePoint to remain current of all policies and procedures Additional duties as assigned   KNOWLEDGE & SKILLS: Effective multi-tasking skills in a high-volume, fast-paced, team-oriented...