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<p><strong>Project Manager</strong></p><p>The Project Manager is responsible for leading and supporting teams to deliver project(s) that span across one or more departments. The Project Manager is responsible for the planning of project resources, scope, schedules, and financials while adhering to quality and control guidelines throughout the full systems development life cycle.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all aspects of strategic, continuous improvement, and business and IT transformation projects to ensure timely and effective project execution with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams.</li><li>Create/establish/maintain project artifacts such as project charter, project change requests, project schedules, project budget, risks/issues, project status report, variance reporting, etc.</li><li>Business partner who possesses critical thinking skills to define practical solutions that align with strategic objectives. Understands the business needs of the project and its interaction with other projects/programs to make decisions that are in the best interest of the Ability to think creatively to drive innovation, perform situational analysis which leads to well thought out decisions.</li><li>Must establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Monitors performance and recommends schedule changes, cost, or resource adjustments. Establishes and provide timely updates to the management team for each project for escalating issues, reporting, and managing risks, issues and status reporting. Management of project change requests that impact scope, schedule,</li><li>Lead project planning, including resource, staff, supply and subcontract management, progress reporting, troubleshooting and team management. Ensure that project resources are following established processes as well as participate in strengthening internal tools, artifacts, and other governance aspects.</li><li>Work with multiple development methodologies such as waterfall, iterative and agile (scrum, kanban) to support project teams.</li><li>Establish strong working relationships with executive sponsors, business owners and stakeholders across the organization to manage expectations and project delivery.</li><li>Have the confidence and competency to turn around small and some medium-sized, troubled projects.</li><li>Contribute toward continuous improvement in project management principles, strengthening internal tools, artifacts, and other governance aspects to improve project delivery.</li><li>Support/assist teams to embrace NLG’s learning organization culture to mature teams into highly productive, self-sufficient project teams capable of delivering work that crosses various systems and business processes.</li><li>Directly or indirectly manage/mentor team members and colleagues in techniques such as leadership, methodology, tools, and people and communication skills. Able to teach PM skills—both hard and soft—that are required for the successful planning, execution, delivery and support of projects and their products or services.</li><li>Be able to turn around small and some medium-sized troubled projects.</li></ul><p><strong>Qualifications:</strong></p><ul><li>5+ years financial services desired (preferably life insurance and annuity)</li><li>5+ years’ experience managing cross-functional projects in a matrixed environment desired</li><li>Bachelor’s degree required</li><li>Project Management Professional (PMP) Certification, Certified Scrum Master similar certifications or working towards desired</li><li>LOMA ALMI or FLMI designation a plus</li><li>Skilled in multiple project management methodologies (e.g. agile/scrum, waterfall) desired</li><li>Must be a self-starter and be able to work independently as well as being a team player</li><li>Ability to understand, interpret and communicate complex subject matter.</li><li>Ability to work in a fast-paced environment; strong organizational skills a must</li><li>Results oriented, excellent verbal and written communication skills</li><li>Able to interact and communicate with C-Level executives and senior leadership</li><li>Must be proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Project, SharePoint) and tools like Jira/Confluence</li><li>Must be able to pass a background check</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Project Manager

<p><strong>Life &amp; Annuity Compliance Workflow Coordinator</strong></p><h5><strong>Company Summary</strong></h5><p>Come join one of America’s fastest growing insurance companies with a stable history of over 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><h5><strong>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h5><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><h5><strong>Essential Duties and Responsibilities</strong></h5><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h5><strong>Minimum Qualifications</strong></h5><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><br><h5><strong>Preferred Qualifications</strong></h5><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h5><strong>Benefits</strong></h5><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Compliance Coordinator

<p><strong>Compensation Coordinator (Equity Services, Inc.)</strong></p><p><em>Visa Sponsorship is not available for this role.</em></p><p><strong>Summary</strong></p><p>The primary responsibilities for this position will include accurate and timely calculation and payment of securities commissions to Equity Services, Inc. (ESI) registered representatives. Additionally, this role will have responsibilities for reassigning client accounts when reps terminate their affiliation with the firm.&nbsp; Candidates in this role will work closely with product vendors, field supervisors and registered representatives to create and maintain compensation grids for processing of commissions received on the sale of securities products.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prompt &amp; accurate processing of registered representative’s securities compensation. Transactions are processed manually and via automated feeds from product vendors and data clearing houses.</li><li>Input and maintain rep pay grids and adjustments on the firm’s commission system</li><li>Prompt &amp; efficient research of commission discrepancies noted by members of the field force</li><li>Entry &amp; balancing of daily cash receipts into the firm’s General Ledger system</li><li>Works closely with internal &amp; external auditors to ensure regulatory compliance with the firm’s financial records.</li><li>Process weekly payroll files, review &amp; maintain rep’s direct deposit information</li><li>Must have the ability to work in a team&nbsp;environment&nbsp;with&nbsp;tight business processing deadlines; effective at time management.</li><li>Educate members of the field force regarding firm procedures-provide training as needed on the firm’s website, forms accessibility, electronic workflow and eSignature processes.</li><li>Work with agency supervisors to reassign books of client accounts when advisors leave the firm. This entails reviewing for proper licensing, carrier appointments, updating our admin records and generating letters to clients and vendors.</li></ul><p><strong>Requirements</strong></p><ul><li>3-5 years of experience in Financial Services</li><li>Experience handling sensitive and confidential agent and company financial information such as payroll and agent commissions</li><li>Proficient in MS Office Suite, with advanced level Excel skills&nbsp;</li><li>Familiarity with PCs and ability to learn new programs quickly</li><li>Demonstrated ability to perform accurate, quality work in a fast-paced environment with a strong attention to detail</li><li>Must be a team player with the ability to prioritize tasks&nbsp;</li><li>Strong interpersonal, communication and organizational skills-willing to teach and learn with teammates and other internal customers</li><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li><li><strong>The base salary range for this role is between $20.19 - $37.50 hourly. We are open to varying levels of experience above the minimum requirements.</strong></li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Experience working in a Broker Dealer</li><li>Experience in Sales Compensation, Payroll, and/or Accounting</li><li>Experience working with Registered Reps &amp; Advisors in a Sales Support Capacity</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

3 Project Management / Professional Services Jobs in Montpelier, VT 05602, USA