TruStage

Consultant

• Support designated distribution partners across markets by preparing and compiling program data
• Provide accurate reporting, dashboards, presentations, and data support for Relationship Managers and Sales teams
• Develop and maintain high-quality, client-facing materials
• Deliver clear, timely, and consistent partner communications
• Maintain organized, accurate, and high-quality documentation
• Improve operational consistency applying shared templates, tools, and processes
• Identify errors, inefficiencies, or gaps in partner materials and workflows
• Maintain strong data hygiene and system accuracy
• Partner with Sales, Marketing, Operations, Enablement, and Analytics teams

Senior Partner Consultant

Analyst

• Serves as an expert executing marketing campaigns leveraging relational databases and technologies
• Responsible for recommending and designing campaigns that maximize system performance while fully utilizing system functionality
• Understands the underlying data and all steps within a selection process to ensure accurate execution against business requirements
• Independently performs all audience selection work assigned by Campaign Design Lead or Manager to a high degree of accuracy while maintaining delivery targets
• Researches and resolves business and/or data questions in selection process design and results
• Responds to and solves complex issues and incidents efficiently
• Conducts peer reviews and provides feedback (QA) on work executed by other Campaign Designers in pre-production and production environments
• Executes User Acceptance Testing (UAT) on IT enablement and lifecycle management work as needed
• May lead, plan and coordinate initiatives cross-functionally to ensure campaign results and timelines are met
• Uses knowledge and expertise to identify opportunities for process improvements and influence decisions that may impact cross functional areas
• Develops training and process documentation, keeping up-to-date on a routine basis
• Mentors and trains Jr and new team members as needed
• Completes all assigned training and obtains required system certifications within time required.

Senior Campaign Design Analyst

Claims Specialist

• Provide a high-quality customer service experience characterized by educating customers, keeping customers informed of next steps and answering customer questions.
• Maintain a compassionate and empathetic approach when interacting with claimants, ensuring their concerns are heard and addressed with professionalism and care.
• Review claim information to determine steps needed to complete the settlement of a claim.
• Initiate and complete claim settlement transactions.
• Actively engage in an inclusive team environment by providing guidance to other team members, participating in team meetings and team projects.
• Continuous improvement is a focus.
• Follow documented department claim procedures and requirements defined by claims good faith claim handling guidelines.
• Document phone calls and claim information accurately and proficiently.
• Identify opportunities to improve team performance and contribute to process enhancements.
• May be required to obtain and maintain relevant examinations and licensing.

Lending Claims Specialist, Level II

Marketing

• Recommends and leads the implementation of system enhancements.
• Facilitates change management.
• Leads educational and/or mentoring sessions regarding process or system design changes.
• Establishes measurement plans for changes including the associated metrics to assess success, communicate results, and drive the changes to effectively increase performance.
• Leads projects to bring new growth capabilities to marketing.
• Acts as an initiative owner of initiatives from business planning through to execution.
• Implements a project governance structure.
• Creates and utilizes a communication plan to keep stakeholders aligned.
• Leads cross-functional teams to deliver intended results and develops close working relationships with cross-functional partners.
• Provides subject matter expertise on project and change management efforts.
• Provides input and requirements and creates other necessary documentation.
• Brings innovative opportunities to marketing based on new emerging technologies.
• Stays up to date on emerging trends in the marketing technology industry.

Marketing Capability Analyst

• Provide end-user support for HRIS-specific issue resolution
• Provide analysis, requirements gathering, configuration, testing, and migration of changes from demo to production for multiple functional areas of the HRIS
• Work with SMEs, senior leaders, business unit experts and other HR areas to develop, improve and configure business processes, security settings, basic and advanced report setups and final configurations to meet the HRIS need of the business and to improve employee experience
• Review and test vendor software updates
• Review new features of software to support corporate strategy and align software to our needs
• Act as HRIS SME and implementer for enterprise-wide or cross-functional projects, including mergers/acquisitions or other confidential projects
• Implement new features of the HRIS software to meet changing business requirements
• Provide expert guidance to the business related to changing features resulting from software updates
• Partner with IT staff on effects of configuration/data changes on IT databases and other IT-owned systems
• Create and maintain job aids specific to assist end users with self-service items in the system
• Stay current on new functionality/offerings from vendor(s), and HRIS technology trends
• Drive system optimization and enhancement initiatives by collaborating with HR department leads to identify automation opportunities, improve user experience, and develop strategic roadmaps that align HRIS capabilities with business objectives
• Provide governance and oversight of HRIS, including data and data security
• Ensure alignment between process and technology to ensure all changes support goals
• Train/mentor team members with less experience

HRIS Technology Consultant, Workday

• Provide analysis and insight as it relates to assigned customer business needs
• Communicate findings and impacts effectively to customers and management
• Provide comprehensive support to a broad customer group
• Develop and provide detailed analysis for assigned business area
• Accurately develop, maintain and discuss various reports with clients; including but not limited to monthly financial, audit, etc.
• Build relationships with assigned clients up through the director level and provide requested support
• Ensure understanding of the systems/processes for the business areas supported
• Assist in the identification and development of plans for process improvements for the assigned area
• Collaborate with others in a team setting, either directly or indirectly
• Serve as a subject matter expert within their respective business area
• Serve in a leadership role in complex divisional or corporate wide projects with department and/or division executives and managers
• Examination of complex contracts, amendments and computations
• Independently prepare Treasury reports including account analysis, FBAR, & FATCA, regulatory reporting in compliance with payment processing (domestic and international), financial institution accounts, and various other management requested analysis reports
• Design and implement journal entries for payment transactions and debt instruments manually or automated within the treasury workstation system
• Approve external and internal treasury workstation payment transactions
• Review and analyze accounting activity and reconciliation of forecast to actual cash flow
• Assist the manager with recommending appropriate actions for collecting and disbursing, forecasting, funds flows, cash positioning, target levels, and intercompany borrowing
• Identify the need for and assist in research of payment transactions, and internal and external debt issues for compliance with applicable accounting principles
• Develop understanding of the financial systems (including the treasury workstation system) and processes
• Act as a data steward to ensure the integrity of financial information for the organization is supported
• Collaborate with the Finance organization and all areas of the organization to provide Treasury guidance to customers
• Expand the global payment hub standards for payments and forecasting
• Work with internal/external auditors in the completion of audits
• Designs the treasury work station testing for system configuration, interface files in and out of the system, payment transactions, accounting, and debt transactions
• Ensures all testing of the operations and treasury workstation are completed and appropriate documentation supports conclusions of the test
• Identifies, documents, and discusses internal control and possible funds flow process inefficiencies
• Continually assess and realize banking relationships including realization of regulation compliance and banking system configuration and setup
• Review and analyze bank service fees and validate pricing
• Perform fund movements including negotiation of FX pricing and execution with banking partners
• Regulatory review, oversight, and insure compliance with USA and Global Payments, Banking, and Short Term Investments.

Treasury Analyst III

General Counsel

• Completes assigned legal aspects of corporate projects for the businesses, operations and corporate affairs
• Assists in the handling of complex legal matters, under the supervision and guidance of senior attorneys
• Manages own workload and occasionally provides informal guidance to colleagues with less experience
• Provides legal advice, opinions and counseling to TruStage
• Determines, investigates, researches, and analyzes all legal aspects of projects
• Negotiates and drafts legal documents
• Directs, manages and supervises outside counsel
• Represents TruStage and its affiliates before governmental, legislative and regulatory agencies
• Develops legal expertise and high degree of knowledge of TruStage
• Participates in cross functional teams and special projects

Associate Counsel

• Collaborate with HR partners for assigned client areas to ensure compensation solutions meet client needs.
• Equip HR partners and managers with required knowledge and tools to serve their client’s needs.
• Consult with HR partners and managers to provide technical advice in the interpretation of compensation policies and procedures.
• Make recommendations regarding compensation policy direction.
• Provide leadership over a broad range of administrative activities associated with various compensation processes.
• Conduct job design, analysis, and evaluations of non-represented jobs, represented jobs, and supervisory jobs in assigned areas to determine job level and relative job worth.
• Market benchmark and pricing of jobs.
• Where applicable, lead annual sales incentive plan design/re-design process for assigned client areas.
• Lead various compensation projects and processes, as assigned.

Compensation Consultant

Product Designer

• Responsible for intake and quality of all audience selection work for assigned business segment
• Owns consulting on and researching “art of the possible” for assigned business segment within the audience design/list selection domain
• Participates in Marketing Planning ceremonies, proactively bringing forward ideas for consideration and interfaces with the strategic Marketing Core Team for assigned business segment
• Provides direction and coaching to analysts on complex, high-impact or cross-segment initiatives
• Proactively recommends and drives implementation of new audience selection strategies
• Reviews implementation (QA) of net-new audience logic before production go-live and may occasionally perform complex audience builds.
• Supports complex issue resolution
• Develops and optimizes audience selection processes, including creating documentation and training other team members
• Consults with IT on enablement support as well as required technology lifecycle management needs, identifying appropriate sequencing to minimize disruption to business operations.
• Develops User Acceptance Testing (UAT) plans, executing UAT as well as assigning duties to analysts as necessary
• Leads, plans, coordinates or aligns cross-functional partners on large or complex initiatives.

Campaign Design Lead – Hybrid in Madison, W or Waverly, IA

Learning and Development

• Coordinate the implementation and delivery of enterprise learning programs, ensuring they are effectively rolled out to meet the needs of the organization and aligned to leadership expectations
• Understand L&D processes (scheduling, registration, evaluation, consultation, L&D request Intake, Governance, etc.) and leverage expertise from L&D Consultants, L&D Learning Technology professionals, and the L&D design and development team as needed
• Assist Sr Manager of Program Management and Delivery with evaluation, measurement, and reporting of assigned programs providing updates on effectiveness and status
• Provide feedback on a consistent basis to L&D Design and Delivery in order to improve/revise content and enhance the participant experience for learning programs
• Create productive relationships with preferred vendors for relevant learning programs
• Engage business stakeholders on L&D related efforts including the leveraging L&D Learning Consultants and L&D Leadership as appropriate
• Create action/project plans, lead meetings, maintain records, and share updates with stakeholders for enterprise learning programs
• Partner within L&D team to build and curate learning curricula for easy access and navigation
• Demonstrate a proactive approach with excellent organization skills and detail in the management of programs, especially regarding participant communication, follow-up activities, reporting to stakeholders, and learning delivery governance administration
• Model excellent facilitation skills by engaging learners and creating a safe environment to share
• Facilitate courses for various audiences (people leaders, individual contributors, new employees, etc)
• Ability to effectively facilitate learning for, communicate with, and influence leadership audiences up to the senior level
• Organize and plan appropriately for a successful enterprise learning events
• Stay up-to-date on learning content and is well prepared to deliver an engaging learning experience in-person and virtually
• Highly competent in facilitating content virtually via Microsoft Teams (leveraging annotation tools, breakout sessions, etc.) to engage the audience
• Able to quickly troubleshoot technology issues as they arise during facilitation
• Coordinate with and prep guest speakers for successful delivery of content to ensure program objectives are met
• Provide ongoing feedback to adjunct facilitators and speakers to set them up for success
• Leverage learning sustainability and reinforcement approaches to ensure learning retention of participants during follow-up
• Bring current business knowledge into the classroom to align on relevant course material
• Understand how adults learn best by contributing to learning sustainability and reinforcement approaches to ensure learning retention of participants
• Stay updated on learning and development trends, learning delivery best practices, tools/technology, etc. to bring excellence and credibility into the classroom

Lead, L&D Program Management – Delivery Specialist

Sales

• Develop and execute business plans and sales strategies that ensure attainment of regional sales goals.
• Collaborate as a partner with assigned Regional Sales Representatives, to provide proactive sales and marketing support and to ensure effective and professional proposals and sales presentations.
• Follow prescribed sales process, by generating new opportunities and track through the sales stages for effective pipeline management.
• Document designated activities and other pertinent information as required.
• Effectively and efficiently expand relationships with retirement-focused advisors in assigned territory.
• Serve as key contact for external financial advisors for sales activities, including proposal generation, follow up, Request for Proposals (RFP), and installation paperwork.
• Continuously stay informed and knowledgeable of overall retirement plan industry and products, along with the ability to effectively translate this knowledge to others; build and implement sales strategies leveraging marketplace knowledge.
• Assist advisors in developing higher levels of product knowledge and sales strategies.
• Utilize face-to-face, outbound calling and web technologies to communicate and provide sales strategies and case design to help advisors make new sales, train on new product releases, and communicate economic and industry data relevant to the use of our products.
• Provide inbound telephone support, including answering product questions, following up on requests for information and illustrations and proposals, delivering ad hoc training, and providing timely responses to problems encountered in the field.
• Utilize contact management tools and data to enhance the level of field support, improve territory management and decision-making.

Internal Wholesaler – Retirement Plan Sales

Account Executive

• Partner with the retirement wholesaling team, product, and implementation teams to provide support for pre- and post-sale activities.
• Collaborate with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence.
• Recognize trends, resolve systematic issues, and drive improvements.
• Manage day-to-day activities of the wholesaling team including responding to RFP’s, being secondary for all inbound phone lines, email requests, and assisting in building territory sales strategies.
• Act as a catalyst to drive sales growth and meet necessary sales targets for retirement sales.
• Build, maintain, and enhance positive business relationships with financial advisors, serving as a resource for sales support for all territories.
• Provide inbound and outbound telephone support, answering proposal, pricing and implementation questions; creating and following up on requests for information and proposals; and providing timely responses to problems encountered.
• Document activity in contact management system.
• Provide support to the wholesaling team by helping to conduct Zoom presentations and Client and Conference events, when appropriate.
• Create, prioritize and guide teams strategy and roadmap for data analytics, CRM/Salesforce, and technology enhancements.
• Represent sales leadership in cross-functional team meetings.

Associate Regional Sales Consultant – Retirement Plans

• Lead functional projects or represent the team on corporate initiatives
• Create, maintain, and improve business process documentation and tools.
• Coordinate change management for affected staff/partners, providing training and support.
• Develops working relationships with members of the management team in successful attainment of business unit goals and objectives.
• Assemble and lead cross functional teams as needed to accomplish assigned project or business objective.
• Identifies, creates and implements tools and processes that support product and service.
• Research, analyze and collaborate with cross functional partners in recommending business capabilities and solutions
• Provide support and input into product development/enhancements based upon marketplace acceptance, marketplace need, emerging directions and competitive environment.
• Assists in the management of profit and loss for a product/program or for a component of large/complex product/program.
• Execute product/program level strategy.

Commercial P&C Product Support Consultant

Scrum Master

• Define, maintain, and govern enterprise agile delivery standards, playbooks, and common ways of working aligned to business strategy and portfolio priorities.
• Establish fit for purpose delivery models (e.g., product, platform, project, hybrid).
• Ensure delivery standards scale across portfolios while allowing for intentional, governed exceptions where required.
• Lead the Scrum Master / Agile Delivery Lead practice, including role clarity, capability expectations, coaching models, and career progression.
• Set expectations for agile ceremonies, backlog quality, dependency management, and cross team coordination.
• Elevate delivery leadership capability through coaching, communities of practice, and continuous learning.
• Own the enterprise delivery tooling operating model, including standards, governance, data integrity, administration, and multi year roadmap—regardless of platform.
• Provide leadership across Azure DevOps (ADO), Jira, Jira Align, and comparable work management and planning platforms, ensuring consistent outcomes, reporting, and decision grade data.
• Define and govern common taxonomies, hierarchies, workflows, planning constructs, and reporting standards that work across tools and portfolios.
• Utilize AI enabled capabilities within delivery tools (e.g., forecasting, flow optimization, risk detection, automated insights) to improve planning accuracy and execution efficiency.

Director Agile Delivery – Tools

• This role applies legal, regulatory, compliance, and financial services product expertise to support the design, maintenance, testing, and delivery of compliant Compliance Solutions products and solutions.
• The position researches and interprets federal and state legal and regulatory requirements, translates those requirements into clear product functionality, business rules, data requirements, documentation, and testing expectations, and helps ensure that products create legally enforceable instruments and support compliant use by banks, credit unions, fintechs, and other financial services clients.
• Assists in ensuring that Compliance Solutions content complies with federal laws and regulations, other governing authority requirements, and industry best practices, and that it creates enforceable legal instruments.
• Assists in ensuring that products and solutions meet or exceed the wants and needs of current and prospective clients and business partners.
• Assists in defining product functionality, including language, data, and software functionality, product/release documentation, and all business rules required by the market.
• Assists in identifying, creating and maintaining all required data including its structure and metadata, to drive compliant, warranted functionality of products that satisfies market needs and industry best practices.
• Conduct product testing and review to evaluate changes and ensure development work conforms to product requirements defined.
• Provide support for both internal and external inquiries about assigned product matters.
• Proactively educate internal staff, current and prospective business partners and clients on product design, upcoming product updates and development efforts, and industry trends.