Team Environment

Team Environment Finance Jobs

314 jobs found

29d ago

Underwriting Consultant - Disability Insurance

MassMutual Boston, MA Remote

Boston, MA

29d ago

$93k - $122k/yr Full time Broker Relations Consultant Disability Insurance

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Job Description

The Opportunity

This role targets an experienced Individual Disability Income (DI) Underwriter who values sound judgment, decision making authority, and meaningful work. You will underwrite complex DI cases from start to finish, partnering closely with the field while maintaining the independence needed to make high quality decisions. The environment is fast paced, varied, and grounded in solid underwriting fundamentals, with real autonomy and trust in your expertise. Location: Remote in Boston, MA 02112. The role is 100 percent remote and can be performed from anywhere in the United States.

The Team

Join a close knit, seasoned DI underwriting group where collaboration is genuine. Underwriters here lean on one another, share perspectives, and respect different approaches to risk. Our culture emphasizes resilience, open communication, and comfort with ambiguity. We are undergoing a broader digital transformation, including a future underwriting system upgrade. Transparency matters to us, and we are investing in the long term evolution of how underwriting gets done.

The Impact

Your work directly affects outcomes for customers, distribution partners, and the business. Your underwriting judgment will be heard, respected, and relied upon. This position is for underwriters who want to continue refining their craft, stay close to the work, and grow through complexity, while being supported by leadership that understands DI underwriting and values long term expertise.

Key Responsibilities

Underwrite individual disability income cases end to end, applying sound judgment to accept, modify, or decline risk across medical, occupational, and financial dimensions.
Partner closely with agents, brokers, and field partners to clearly explain decisions and facilitate thoughtful placement of business.
Balance quality underwriting decisions with service expectations, exercising discretion in a fast paced environment.
Collaborate with peers and stakeholders to gather information, assess risk, and continuously improve underwriting outcomes and processes.
Demonstrate the ability to work independently amid ambiguity while contributing to a collaborative, relationship driven underwriting culture.

The Minimum Qualifications

High school diploma or GED
5+ years of proven success underwriting disability insurance in a fast paced work environment
$7K+ approval authority in disability insurance underwriting

The Preferred Qualifications

Bachelor’s degree
8+ years of proven success underwriting individual disability insurance in a fast paced work environment
Approval limits of $10K+ IDI, $15K+ BOE, $250K+ Buy/Sell without a second signature
Business Overhead and Buy Sell disability underwriting
Third party distribution, bank, or wire house underwriting experiences
Industry exams completed, i.e. ALU 101, 201, 202, LOMA, ALMI, FMLI, ALU, FALU, DIA, DIF
Demonstrated knowledge of all aspects of risk selection (medical, non medical, financial)
Ability to think critically, problem solve using data to drive toward resolution
Positive, inclusive, agile, and collaborative mindset
Strong verbal and written communication skills

What to Expect as Part of MassMutual and the Team

Regular meetings with the DI Underwriting Team
Focused one on one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-Remote #LI-JA1

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29d ago

Finance Business Partner US General Medicines

Sanofi EU Morristown, NJ

Morristown, NJ

29d ago

$134k - $193k/yr Full time AI Bachelor's Degree Budgeting & Forecasting

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Job Description

Role overview

The Finance Business Partner for US General Medicines, covering Established Products and Medical Affairs, acts as a key finance ally, steering financial management and performance analysis for the US GenMed EP and Medical Affairs teams. The role enables data driven decision making and optimizes resource allocation across commercial and medical operations. The ideal candidate is proactive, analytical, and business minded, thriving in a complex, matrixed environment. As a trusted advisor, you will partner with Marketing, Go-To-Market Capabilities, Patient Support Services, Market Access, Procurement, and Medical Affairs, translating financial insights into actionable actions that support our patient focused mission. You will also champion an AI first approach, leveraging Sanofi's digital tools and platforms to enhance analytics, automate processes, and deliver faster, more insightful financial intelligence.

Location: Morristown, NJ 07960

About Sanofi

We are an R&D driven, AI powered biopharma company committed to improving lives and delivering meaningful growth. Our deep understanding of the immune system and an innovative pipeline enable us to develop medicines and vaccines that help millions around the world. We pursue scientific miracles to improve patient outcomes.

Main responsibilities

Business partnership: Lead the financial partnership for US GenMeds Established Products and the Medical Affairs team. Provide insightful analysis and reporting to support informed decision making. Guide budgeting, forecasting, and investment evaluation processes. Optimize resource allocation and headcount planning and management.
Financial planning & analysis: Manage rolling forecast and key budget submissions. Leverage AI and digital platforms to simplify forecasting and reporting. Analyze performance against targets and communicate the key drivers to stakeholders. Proactively identify and manage portfolio risks and opportunities.
Reporting & close operations: Own month end close processes for Established Products and Medical Affairs P&Ls. Coordinate with Global, A2R, OpEx Hub, and other key teams. Ensure data quality, compliance, and internal controls.
Process optimization & systems: Serve as subject matter expert on key financial systems. Maintain relevant cost center hierarchies to enable efficient reporting and ensure data integrity. Champion AI led forecasting and analytics, and process simplification.

About you

Required qualifications

Four years of experience in business finance, with a focus on financial analysis, budgeting, forecasting, and performance management
Bachelor’s degree
AI and digital first mindset
Ability to thrive in a fast paced, complex organizational environment
Strong communication and stakeholder management skills

Preferred qualifications

MBA, MS, or relevant advanced degree
CMA, CPA, CGMA, or relevant professional designation
Knowledge of Sanofi processes, systems and control framework
Industry related experience

Why choose us

Join a team that brings the miracles of science to life with a supportive, forward looking culture. You will find ample opportunities to grow, whether through promotions or lateral moves, including roles at home or internationally.

Benefits and compensation

Enjoy a thoughtful rewards package that recognizes your contribution and expands your impact. Our benefits include comprehensive health and wellbeing programs such as high quality healthcare and prevention initiatives, plus at least 14 weeks of gender neutral parental leave. All compensation will be determined commensurate with demonstrated experience. Employees may be eligible to participate in company benefit programs; additional information is available here.

Equal opportunity and privacy

Sanofi Inc. and its U.S. affiliates are equal opportunity and affirmative action employers committed to a culturally diverse workforce. All qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, age, ancestry, nationality, marital status, gender identity or expression, sexual orientation, disability, veteran or military status, or any other protected characteristic.

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30d ago

Financial Services Professional

Wisdom Financial Service Carrollton, TX

Carrollton, TX

30d ago

$4,653+/mo Full time Marketing Benefits Administration Bilingual

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Job Description

Overview

We are seeking a dynamic and motivated Financial Services Professional to join Wisdom Financial Service in Carrollton, TX. This role offers the chance to deliver comprehensive financial solutions, assist clients with their planning needs, and grow within a supportive environment. The ideal candidate will bring strong communication skills, sales experience, and a dedication to helping clients reach their financial goals. Multilingual abilities and experience in insurance sales or retail sales are highly valued. The position involves engaging with clients through outside sales and telemarketing to expand the client base and provide exceptional customer service. This position offers a rewarding career path for individuals passionate about finance, sales, and helping clients secure their financial future.

Responsibilities

Develop and maintain relationships with clients through outside sales, telemarketing, and community outreach efforts
Identify client needs and recommend suitable financial products and services, including insurance options
Conduct thorough analysis of client financial situations to tailor personalized solutions
Negotiate terms and close sales effectively while ensuring compliance with industry regulations such as HIPAA
Manage sales administration tasks, including documentation, follow-up, and updating client records
Collaborate with marketing teams to promote financial products and services across multiple channels
Provide ongoing customer service support to ensure client satisfaction and retention
Assist with benefits administration for clients, explaining various plans and coverage options
Stay informed about industry trends, product updates, and regulatory changes affecting the financial services sector

Qualifications

Proven experience in outside sales, retail sales, or telemarketing within the financial or insurance industry preferred
Strong negotiation skills and the ability to close deals effectively
Excellent communication skills; bilingual or multilingual abilities are a plus
Knowledge of sales administration processes and analysis skills to evaluate client data accurately
Familiarity with insurance sales, benefits administration, and marketing strategies
Exceptional customer service skills with a professional demeanor
Ability to work independently while collaborating within a team environment
Knowledge of HIPAA regulations related to client confidentiality is advantageous
Previous experience in sales or related roles demonstrating strong interpersonal skills is preferred

Compensation and Location

Pay: From $4,653.00 per month

Location: Carrollton, TX. Work Location: In person

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30d ago

Private Wealth Financial Planner

TPM Placement Los Angeles, CA

Los Angeles, CA

30d ago

$140k - $155k/yr Full time Bachelor's Degree CFP Client Relationship Management

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Job Description

Overview

We are a fast-growing, client-centered boutique firm dedicated to transforming lives through deeply personalized wealth management. Our approach delivers sophisticated strategies with precision, integrity, and care, creating clarity and confidence for ultra-high-net-worth individuals and families while fostering enduring, multi-generational relationships. Our diverse client base reflects many facets of our shared cultural heritage, and our entrepreneurial clients are among the most rewarding to work with. Advocating for clients is the highest honor we pursue.

About the Role

We are seeking a Private Wealth Financial Planner to take a central role in delivering comprehensive strategies and an exceptional client experience. This influential position thrives in a collaborative, growth-oriented environment. You will lead and support advanced planning for ultra-high-net-worth individuals and families while elevating the firm’s overall planning culture.

What We Look For in a Teammate

Client-first and relationship-driven approach
Highly detail-oriented and analytical mindset
Confident communicator who can simplify complex strategies
Strong listening skills and a willingness to learn from others
Empathy and kindness in all interactions
Collaborative and team-oriented attitude
Growth-minded with a passion for continuous improvement

Responsibilities

Serve as the lead planner for ultra-high-net-worth and complex client relationships
Develop, present, and maintain comprehensive financial plans covering retirement, tax, estate, risk management, and investment planning
Translate complex strategies into clear, actionable recommendations
Build trusted, long-term relationships through proactive communication and high-touch service
Participate in and lead client meetings, reviews, and follow-up strategy implementation
Ensure a seamless, white-glove client experience
Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive plans
Contribute to firm-wide planning standards and best practices
Support internal education around financial planning strategies
Identify opportunities to improve systems, technology, and workflows
Help drive organic growth through exceptional service and referrals

Qualifications

CFP designation required
Series 65 preferred
3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
Strong technical knowledge across retirement, tax, estate, and investment planning
Experience presenting financial plans directly to clients
Bachelor’s degree in finance, business, or related field
Knowledgeable in Excel, eMoney, tax, and planning software

Education & Experience Details

Bachelor’s degree (Required)
Wealth management: 5 years (Required)
Financial planning: 3 years (Required)
Certified Financial Planning: 5 years (Required)

Licenses & Certifications

CFP (Required)
Series 65 (Required)

Compensation, Benefits & Location

Salary: $140,000.00 - $155,000.00 per year

401(k) matching
Health insurance
Retirement plan

Work Location: Hybrid remote in Los Angeles, CA 90012

Apply

Please get in touch today so that we can get to know you and discuss how you might fit within our team. We welcome a diverse pool of applicants from various backgrounds to apply and explore what the firm offers and whether it could be a good fit for both sides.

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30d ago

Financial Services Associate

Sage Rutty and Co Inc Rochester, NY

Rochester, NY

30d ago

$45k - $65k/yr Full time Advisor Support Associate Client Service

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Job Description

Overview

Since 1915, Sage Rutty & Company, Inc. has stood as the Rochester area’s oldest locally owned financial services firm. Our success is rooted in our people, steadfast ethical standards, and traditional values. We foster a collaborative environment with opportunities to work alongside motivated, experienced financial professionals who strive to exceed client expectations daily. We offer a highly competitive compensation and benefits package with a strong emphasis on professional growth and development.

Role Summary

As a growing comprehensive financial services firm, Sage Rutty & Company, Inc. is expanding its team and seeking a full-time Financial Services Associate to support that growth. The role involves operational and sales support for an established advisor practice, along with client service, operational duties, and ensuring adherence to compliance and corporate policies.

Responsibilities

Provide operational and sales support for an established advisor practice.
Assist with client service and day-to-day operational tasks.
Ensure adherence to compliance guidelines and corporate policies.

Qualifications

Experience and license is appreciated but not necessary.
Must be mature and experienced, with excellent written and verbal communication skills, strong time management, and solid organizational and prioritization abilities.

Licensing and Credentials

Series 7 and Series 66 or the ability to obtain them within 18 months of hire is encouraged.

Location

Rochester, NY

Employment Type

Full-time

Benefits and Growth

We offer a highly competitive compensation and benefits package with a strong focus on professional growth and development.

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30d ago

Agricultural Credit Analyst

GPac Sioux Falls, SD

Sioux Falls, SD

30d ago

$80k - $95k/yr Full time Ag Lending Agricultural Lending Agriculture

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Job Description

Overview

A specialized recruitment partner in banking is assisting with a search for an Agricultural Credit Analyst. The position supports a family-friendly, community bank known for its team-oriented culture. This in-office role is based in Sioux Falls, South Dakota, with potential assignments at other eastern branches where office space is available. The successful candidate will collaborate closely with loan officers and clients to gather required documentation, make informed loan decisions, and provide leadership in training others. This is a role with final loan approval authority on certain cases, demanding strong professional communication within a collaborative team.

Salary and Benefits

Salary range: $80,000 to $95,000 per year, plus a bonus pool
Compensation: Competitive pay, depending on experience
Healthcare
401(k) retirement plan
Vacation
Continued education and mentorship opportunities
Bonus opportunities
Fun and motivated group environment with clear guidelines for success

Location

Sioux Falls, South Dakota. This is an in-office role with potential placements at other eastern branches of the state as office space permits.

Key Responsibilities

Gather and verify documentation for loan applications, with emphasis on commercial and agricultural loans
Collaborate with loan officers and customers to obtain required information
Make sound loan approval decisions, including final approval on select loans
Accurately file reports and maintain data using current banking software
Defend decisions in a professional, team-oriented manner
Lead and mentor others, providing training as needed

Requirements and Qualifications

Strong accounting background preferred
Bachelor's degree minimum preferred
2 to 7 years of banking credit experience
Ability to prioritize tasks and meet deadlines
Experience using WebEquity is preferred
Excellent written and verbal communication skills
Ability to defend loan decisions professionally and work well within a team
Management or mentorship experience, or the willingness to train others
Capacity to exercise final loan approval on certain transactions

How to Apply

Reference: VVWGenCAAg

For additional information about this position or other banking, public accounting, or agricultural roles, please contact Vanessa Wergin at the confidential direct line 605-809-8558.

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30d ago

Director, Finance

Great Wolf Lodge Gurnee, IL

Gurnee, IL

30d ago

$100k+/yr Full time Finance Director Accounting Bachelor's Degree

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Job Description

Position Overview

In this strategic finance leadership role for Great Wolf Lodge, the Director of Finance partners with the business to drive lodge financial performance, oversee internal controls and loss prevention, and deliver reporting and analytics to support informed decisions. The role is based in Gurnee, IL.

Essential Duties & Responsibilities

Develops financial strategies by analyzing trends and forecasting performance; maintains a clear financial agenda, makes course corrections, communicates effectively, and identifies new opportunities.
Ensures accurate accounting, manages expenses, upholds an internal controls framework, and implements loss prevention measures.
Measures and analyzes financial results for reporting to regional and corporate management; designs corrective action plans to maximize business performance as needed.
Provides operational insight by translating financial data into actionable plans with an external perspective.
Supports effective decision making by delivering financial information and analysis to help the operation choose the best solutions, considering multiple viewpoints and key facts.
Builds trust and holds department leaders accountable to act as owners of their areas, aligns action plans, and surfaces challenging issues.
Collaborates with the General Manager to clearly describe, assign, and delegate financial responsibility and authority for the operation.
Fosters financial success by coaching and training teams, providing business context, and collaborating with colleagues.
Drives efficiencies and aligns resources to maximize value and ensure purposeful initiatives.
Leads the annual and long-term operating budget and capital investment planning in partnership with the General Manager and lodge leadership team.

Basic Qualifications & Skills

Bachelor’s degree in Finance, Accounting, or a related field.
Minimum of 10 years of experience in a finance or accounting environment.
Proficiency in Microsoft Excel with demonstrated ability to perform analysis and modeling; experience with the Microsoft Office Suite.
Strong problem-solving skills, meticulous attention to detail, and solid organizational abilities.
Energetic and positive approach to work.
Successful completion of a criminal background check and a drug screen.