TruStage

Vice President

• Develop new business and maintain existing advisor relationships by conducting proactive face to face and virtual sales activities
• Provide producing advisers with current information on TruStage annuity products as well as timely business building ideas
• Identify and engage prospective advisers within the territory to grow TruStage annuity deposits and increase market share
• Manage day to day business activities in partnership with a Regional Sales Associate and internal sales desk resources
• Participate in TruStage, TWMS and related industry meetings, conferences and events
• Stay current on all TruStage annuity products as well as economic and market conditions that impact annuity and investment product sales
• Assist representatives in developing greater investment knowledge, communication skills, sales capabilities and business development acumen through face-to-face meetings, webinars and outbound calls
• Support advisor sales efforts by conducting client seminars and individual point of sale presentations
• Manage TruStage provided resources including territory level marketing and travel and expense budgets
• Perform consultative activities including identifying advisor or business challenges, collecting and analyzing data, preparing business recommendations and supporting execution of territory strategies
• This role is accountable for meeting territory sales goals, achieving year over year growth, maintaining strong levels of face to face and virtual appointments, and executing effective seminar activity

Regional Vice President – Annuities

Program Manager

• Collaborate with Program Business Director and Product leaders in building strategy to help drive the Program Business group’s plan including managing and executing the Program Business strategy to ensure contribution to the business plan and objectives.
• Solicit, develop and review new or potential P&C Program Business clients including conducting the initial vetting and evaluation including due diligence of new Program opportunities.
• Lead and manage all aspects of assigned Program(s) within Program Business product line/s including core underwriting, claims coordination, financial review, compliance and regulatory oversight, data quality, IT, treasury and banking and audit.
• Forge and maintain strong professional relationships with existing or prospective Program Administrators by serving as the primary point of contact and relationship manager with CUNA Mutual Group.
• Develop under CUNA Mutual guidelines, monitoring protocols for strategic market Program Manager partners, Aid in the establishment and maintenance of production/underwriting strategies for production sources/accounts/lines of business.
• Develop underwriting guidelines, authority and policy for Program Managers that is designed to perform well throughout various market cycles.
• Work with Actuarial. Claims and staff underwriters to ensure understanding of and compliance with all relevant underwriting levels of authority, policies, pricing and tools while achieving profitability targets.
• Conduct in-person or remote underwriting audits of assigned Programs business.
• When appropriate, assists Program Business Director on other Programs for peer reviews or underwriting audits.
• Collaborate with in-house staff underwriting team and Program Managers to set appropriate Underwriting Authorities and provide education and training as required.
• Work in close collaboration with cross-functional teams including Actuarial, Product, Finance, Treasury and Claims teams to analyze and structure Program Business.
• Accountable for maintaining coverages and policy forms that maintain customer satisfaction, profitability and pricing objectives for Program Markets and various lines of P&C business.
• Annually researches, develops, and file new coverages and policy forms.
• Develop/maintain tools to monitor and improve the communication of essential compliance information for the Program Managers to ensure that monthly data collection and information sharing practices support CUNA Mutual Corporate standards.
• Travel as required to meet with Program Managers, Brokers, Reinsurance Intermediaries, Claim TPA’s and other clients, including traveling to Industry association meetings and conferences.
• Participates in associations, conventions and bureaus.
• Identifies emerging trends for use in market development and develops strategies to manage risks.
• Manage budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet financial requirements and achieve fiscal responsibility.

P&C Program Manager

Executive Assistant

• Planning, organizing, and working closely with the senior manager(s) to complete administrative activities.
• Overseeing major issues and processes related to strategic planning and tactical initiatives.
• Responding quickly to changes in projects/assignments/tasks and re-aligning priorities.
• Acting in a confidential capacity regarding employee relations, labor relations, compensation, staffing, and various corporate activities.
• Performing advanced and diversified administrative duties.

Senior Executive Assistant – Corporate, Legislative Affairs

Human Resources

• 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

Data Engineer

• The Data Architect II is responsible for designing, managing, and optimizing the organization’s data architecture, ensuring the efficient flow, governance, and utilization of data across multiple platforms.
• Also focuses on building a modern, robust, and scalable data architecture approach, enhancing data strategy and supporting data-driven business decisions.
• Provides technical guidance and mentorship to junior team members and works closely with cross-functional teams to ensure an architectural approach aligned with business goals.
• Establishes the future-state data architecture and blueprints that enable enterprise data needs and ensure that systems are cost and performance optimized.
• Develops and communicates comprehensive data architecture processes, ensuring alignment with enterprise data standards.
• Designs and implements modern data architectures that support cross-functional initiatives, working across business units to address enterprise-wide needs.
• Develops advanced conceptual and logical data models, driving consistency and standardization across data modeling practices.
• Implements and advocates for data management best practices, including storage, integration, and consumption patterns, ensuring all solutions contribute to scalable and reusable data architectures.
• Leads data integration efforts across multiple systems, ensuring the effective integration of data from multiple sources into centralized platforms.
• Collaborates with DevOps and engineering teams to implement data storage and management systems.
• Creates and maintains comprehensive documentation of data architecture, models, and data flows.

Senior Data Architect

Actuary

• Conducts independent analysis and draws conclusions within LOB or actuarial function
• Recognizes potential issues and performs basic research
• Identifies and proposes alternative analytic approaches
• Develops an understanding of how tasks performed comprise a complete project
• Writes basic actuarial reports
• Actively pursue actuarial accreditation
• Maintains good standing in the actuarial student program

Analyst III, Actuary - Property & Casualty

• Lead and oversee the Internal Audit function, including strategy, audit methodology, staffing, budgeting, and performance management.
• Develop and maintain a risk‑based internal audit plan that reflects the company’s enterprise risk profile, regulatory environment, and strategic objectives, for approval by the Audit Committee.
• Maintain independence and objectivity while fostering strong, collaborative relationships with management.
• Delivers insight to the Audit Committee, providing transparent and timely reporting on audit results, control deficiencies, regulatory matters, and management remediation.
• Escalate significant risk, control, or compliance issues to the Audit Committee as appropriate.
• Evaluate internal controls and governance standards and recommend improvements where needed.
• Coordinate with Legal and Compliance to support regulatory examinations, inquiries, and remediation activities.
• Monitor emerging regulatory developments and assess their impact on the audit plan and control environment.
• Partner closely with the Enterprise Risk Management (ERM) function to align audit coverage with enterprise risks, key risk indicators, and stress‑testing outcomes.
• Provide advisory support for major initiatives such as new products, system implementations, organizational changes, or strategic investments, while preserving audit independence.
• Track and report on management’s remediation of audit findings to ensure timely and sustainable resolution.
• Promote the use of data analytics and modern audit techniques to enhance audit quality and insight.

VP, Internal Audit

Risk

• Lead and maintain the company’s ERM framework, including risk governance, risk taxonomy, policies, and reporting aligned with a Three Lines Model
• Establish and oversee the risk appetite statement, limits, and escalation protocols; monitor key risk indicators and emerging risk trends
• Lead the company’s Own Risk and Solvency Assessment (ORSA), including stress testing and scenario analysis
• Prepare management and Board‑level ORSA reporting
• Provide independent oversight and challenge related to capital adequacy, liquidity, ALM, reinsurance strategy, and Risk‑Based Capital (RBC) considerations
• Oversee second‑line risk management for insurance risk (underwriting, pricing, reserving), investment and market risk, and operational, technology, cyber, and third‑party risk
• Serve as a senior risk partner for regulatory examinations, insurance department interactions, and rating agency reviews
• Produce clear, Board‑ready risk reporting and present regularly to executive management and Board committees as appropriate
• Coordinate closely with Internal Audit and Compliance to align assurance activities while maintaining independence and clear role boundaries
• Promote a strong risk culture emphasizing accountability, transparency, and policyholder stewardship

VP, Chief Risk Officer – Corporate

• Strategic oversight of the organization’s actuarial work related to, reserving and valuation, as well as capital modelling at the product level for Life, Health, and Annuities.
• Provide leadership and support to foster an environment of partnership, cross-training, teamwork, and personnel development.
• Plays a major role in forecasting business Statutory and GAAP in-force and new business plans, profitability and sensitivities.
• Lead the reserving function including the reserving policy and position, identifying loss trends and reporting.
• Collaborate with product, finance, market risk and Governance, Risk & Assurance to understand the company’s financials, capital allocation methods, risk strategies and other information to interface seamlessly with Regulatory and Rating agencies.
• Stay abreast of regulatory, legislative, industry and economic trends.
• Serve as the Appointed Actuary and keep board of directors aware of the actuarial adequacy of our assets that support our liabilities.
• Collaborate with Head of P&C Actuarial to ensure consistency and best practices across the actuarial functions.
• Attract, recruit and develop top talent. Motivate the team, delegate effectively, celebrate diversity within the team, and manage performance.
• Bring thought leadership to the organization with respect to talent development, succession, and recruitment best practices while ensuring practical business solutions.

VP, Life & Annuity Actuary

Analyst

• Install, test, implement, maintain, monitor TruStage computer systems software and products.
• Direct activities of Technical Services Specialist I & II within the assigned areas of specialization for: Installation and maintenance of TruStage computer systems software packages and products.
• Maintenance of technical assistance and support to customers, including problem determination and resolution, relative to TruStage computer systems software packages.
• Research and recommend new computer system software products as well as modification to existing products.
• Assist management in decisions pertaining to performance of these products.
• Prepare detailed documentation for all functions performed including problem/change management.

Technical Services Analyst I

Account Manager

• Grow and foster relationships with Filene members to support the membership model (e.g. member retention and level lifts).
• Identify, recruit, and cultivate new donor relationships to expand Filene’s network of supporters and partners.
• Uncover, nurture, and develop member leads for commitment and participation in Filene’s full body of work.
• Identify, contact, and persuade current and prospective members (including reluctant, hesitant, or time-constrained stakeholders) to engage more deeply with Filene’s full body of work.
• Meet with current and prospective members (virtually and in person) to assess their needs, propose solutions, address concerns, and encourage deeper engagement with Filene.
• Quickly identify potential objections, address member concerns thoughtfully, and influence stakeholders to join or further engage with Filene’s programs and initiatives.
• Lead account management of donors and members within the assigned territory (East/West).
• Direct tactics for the acknowledgement, reporting, and ongoing cultivation of donors within the assigned territory.
• Develop strong, long-term relationships with members and partners to ensure meaningful engagement and sustained support of Filene’s work.
• Collaborate with members to understand their organizational challenges and connect them with relevant Filene research, advisory programs, and initiatives.
• Support Filene’s sales process and planning, including identifying growth opportunities and contributing to strategic revenue initiatives.
• Maintain accurate sales pipeline management, reporting, and forecasting to support organizational planning and fundraising goals.
• Provide timely and complete updates on partnership development activities, engagement outcomes, and territory performance.
• Partner with market-facing team members to deliver a coordinated “one-team” Filene experience across all products and services.
• Model Filene Credo and play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities.
• Actively support the achievement of Filene's strategic objectives, plan, budget, and metrics in a manner consistent with Filene’s mission, values, and brand.
• Provide extraordinary service to Filene’s staff, members, and stakeholders.
• Understand and engage in Filene’s complete body of work including research and advisory programs to connect member needs with Filene solutions that can best meet those needs.
• Prioritize and manage workload across several projects simultaneously, demonstrating the ability to shift gears when necessary to meet key deadlines.

Director of Partnerships

Consultant

• Responsible to participate in, influence and lead the group execution of Business initiatives related to retention and optimization into the credit union marketplace
• Proactively assess and monitor relevant credit union marketplace trends; bring new ideas, assess opportunities and develop roadmap of how to further elevate our marketing through credit unions
• Build consultative working relationships with internal and external business partners; challenge business assumptions and establish an effective fact-based decision-making process
• Utilize effective project management, business process management, team building and change management to execute and achieve business results
• Assemble and lead cross functional teams, as needed, to accomplish business objectives . Team composition and duration will vary depending on Specific Business area program initiative requirements
• Collaborate with business partners to define objectives, success measures, and roles and responsibilities for on-going success
• Translate initiatives into deliverables for our sales team and credit unions for on-going success of business area programs

Consultant II, Programs

Sales

• Provide senior/advanced level compensation consulting, design, development, and administration to multiple, highly complex, diverse client areas under minimal direction.
• Collaborate and consult with HR partners and business leaders to develop effective solutions in areas such as job design, analysis and evaluation, sales incentive design, salary administration, market pricing and analysis, FLSA/compliance/regulatory issues, and other compensation related issues.
• Design, develop, administer and communicate innovative and cost-effective compensation programs to support internal equity, external competitiveness and consistent application of salary practices throughout the organization.
• Serve as a compensation expert resource on a broad range of highly complex issues with minimal direction and review.
• Independently lead large compensation projects/processes on a regular basis.
• Work extensively on Sales Incentive Design/Re-Design.