TruStage

Consultant

• Under the direction of Treasury leadership and Senior Consultants, accountable for Internal customer servicing for both domestic and international Treasury operations
• Manage the banking administration function
• Project manager for daily support and implementation of banking services
• Oversee the user's access to banking services and payment information
• Review and resolve production processing issues with the banking partners
• Administration of the Treasury Workstation Software solution and vendor relationship
• Analyze various banking services, risk exposure, and overall relationship oversight
• Develop and design Workstation dashboard pages

Consultant I, Treasury

Accountant

• Responsible for analyzing and interpreting past and future business performance through financial reporting
• Communicate findings and impacts effectively to customers and management
• Provide comprehensive support to a broad customer group and improve processes within the reporting and accounting teams
• Collaborate with the Finance organization to provide Accounting and Finance guidance to customers
• Develop, maintain and discuss various reports with the reporting team
• Provide analysis and explain results to clients
• Build relationships with assigned clients and provide requested support
• Collaborate with others in a team setting
• Research new tools and evaluate opportunities to improve business processes
• Participate in the selection of tools for the reporting area
• Prepare and distribute quarterly and annual financial statements with required disclosures
• Work with external auditors in the completion of the financial statement audits
• Assist in the completion of statutory and GAAP consolidation processes
• Identify and research accounting issues for compliance
• Assist in the improvement and automation of current reporting processes.
• Provide support and maintain automated reporting processes.
• Assist with special projects as needed.

External Reporting Accountant

Call Center Representative

• Handle incoming calls from Advisors, field staff, customers or other third parties regarding individual contracts (Fixed/Variable Annuities & Pension Risk Transfers (PRT)
• Diagnose issues and educate Advisors/customers on any aspect of their contract as needed
• Create excellent end-to-end Advisor/customer experience by acting as a single point of contact for all servicing needs
• Create a culture where the focus always remains on enhancing Advisor experience
• Thoroughly document calls and corresponding details
• Manage caller's emotions resulting in successful service resolution
• Determine appropriate actions to resolve Advisor/Customer needs

Annuity Contact Center Representative III

Security Analyst

• Execute and support multiple compliance processes across ethics, financial crimes, and related risk domains
• Identify, assess, and escalate compliance and financial crime risks
• Conduct regulatory research on applicable laws, regulations, and industry guidance
• Prepare reporting and insights for leadership to support governance
• Support quality assurance, testing, and monitoring activities
• Participate in investigative and monitoring processes related to financial crimes

Senior Analyst – Financial Crimes, Ethics and Cybersecurity

• Work in partnership with the assigned credit unions to provide clear and unbiased guidance, education, and tools to build the knowledge members need to make confident financial decisions.
• Build and nurture collaborative partnerships with multi-level credit union management and front-line lending staff to increase loyalty to TruStage and lending-related solutions (credit insurance, debt cancellation, MRC (Mechanical Repair Coverage), GAP (Guaranteed Asset Protection), etc.).
• Partner with internal stakeholders, including coworkers and cross-functional account teams, to gain buy-in and support for strategic initiatives, ensuring effective communication and alignment across the organization.
• Manage assigned territory as a business, utilizing economic, financial, and results data to diagnose territory strengths and/or weaknesses and execute strategic plans to drive results.
• Be a subject member expert regarding the digital lending landscape and provide expertise to credit unions using proven methodologies to help navigate and implement the appropriate digital optimization opportunity as it applies to their Data Processing and Core Systems.
• Analyze financial data, including revenue, expenses, profitability, and financial ratios, to identify opportunities and develop sales strategies for revenue growth, risk reduction, and improved financial performance.
• Execute credit union recommendations on an ongoing basis through structured plans for adaption and implement of change with continuous feedback for sustained success.
• Gather information through consultation and utilize the strategic objectives and culture of the credit union to identify inefficiencies in processes, lending workflows, and systems.
• Propose solutions to streamline lending operations, enhance member experiences, and improve credit union non-interest income.
• Provide coaching, training, and support to credit union management and staff on products, customer-centric best practices, presentation techniques, and tools to maximize the success of our Credit Union Partners to protect more members and protect members more.
• Be available to speak at industry events and exchange visits as needed.

Lending Optimization Consultant

General Counsel

• Completing assigned legal work for the business of TruStage
• Drafting and negotiating commercial transactions documents with strategic vendors and partners
• Assisting in the handling of complex legal matters under the supervision of a managing attorney
• Working collaboratively across the organization with business partners, shared service partners, and other attorneys within the Legal Department
• Managing own workload and providing informal guidance to colleagues with less experience
• Proposing ideas for process improvements
• Providing legal advice, opinions and counseling to TruStage
• Determining, investigating, researching, and analyzing all legal aspects of projects
• Negotiating and drafting legal documents including commercial contracts
• Directing, managing and supervising outside counsel
• Developing legal expertise and high degree of knowledge of TruStage
• Participating in cross functional teams, committees, task forces and special projects.

Counsel, Commercial Transactions

Director

• Partner Management Strategy. Expectations include knowing who, why and how to partner with a company to deliver value to consumers, financial institutions and TruStage.
• Business Outcome Delivery. Drive the enabling partner strategy and develop a roadmap to ensure a consistent pipeline of partners to meet business outcomes.
• External Network Development. Deep sense for knowing who to partner with and able navigate competing partner demands.
• People Leadership. Managing the Enabling Partner Management team, consisting of two groups: (1) Partner Managers who own the overall relationship with the technology partner and, (2) Partner Support who have great technical depth to implement and manage products and services with partners.
• Effective Communication. Effectively represent TruStage and Enabling Partners strategies internally and externally to deliver mutually beneficial business outcomes.
• Enabling Partner Capability Ownership. Work with the cross functional team to manage business, marketing and financial outcomes; monitor metrics to identify issues and opportunities; adjust business plans to meet objectives.
• Director: Leads a particular segment of the business. They work to administer organizational activities, analyze, review and develop business strategies.

Director, Partner Management

Financial Planning and Analysis

• This position is accountable for the derivatives management function supporting the firm’s insurance general account
• Derivative trading and execution serving as a core component of the role
• Primary responsibility for RILA hedging and broader enterprise risk management including interest rate, foreign exchange, and other derivative strategies
• Communicates complex derivative strategies, hedge performance, and balance sheet impacts
• Represents the firm externally with counterparties, industry groups, and market participants
• Responsible for execution of derivative strategies with strong attention to detail, risk discipline, and operational accuracy
• Actively engages with industry forums and peer networks to stay aligned with emerging derivatives practices and innovations and regulations
• Provides forward-looking insights that inform product design, pricing, and risk management decisions
• Guides and mentors derivatives traders and analysts
• Develops and enhances investment and derivatives policies.

Director, Investments, Derivatives Management and Trading

Full-stack Engineer

• Aid in the creation of business case, including initiative definition, size, success criteria, benefits, and stakeholder identification, by leveraging solution architecture and product management.
• Provide context of the initiative and plan the work with the delivery team(s), including defining the relevant features.
• Ensure the technology roadmap aligns with the initiative vision and future capabilities.
• Advocate for the initiative as a stakeholder to the delivery team(s) in backlog refinement and priority.
• Develop plans, including scope, objectives, timelines, milestones, and resource allocation.
• Align and integrate with Product Owners and Delivery Managers.
• Participate in release planning by influencing the release roadmap, communicating dependencies and tracking release targets.
• Coordinate internal resources and third parties/vendors across execution areas.
• Coordinate activities with other IT teams, Shared Services teams, and business partners to ensure all activities to deliver the initiative are managed while monitoring progress against the overall roadmap needs and dependencies.
• Define and track key performance indicators (KPIs) to monitor initiative performance and success. Provide post-implementation support and manage transition to operational teams.
• Provide regular updates to stakeholders and senior management on progress, risks, and issues. Facilitate communication and collaboration among project team members and stakeholders.
• Ensure connection and alignment with business and technical leaders.
• Provide technology thought leadership including identification of technology enablers, future technical complexity, dependencies, and risks while minimizing technical debt introduction.
• Lead vendor relationship for non-internally developed technology solutions, services or components used by the technology solution. Establish Service Level Agreements (SLA) in support of business objectives ensuring they meet key performance metrics.
• Prepare the solution for transition to production and operationalize within IT to ensure the technology solution continues to be incrementally maintained in a simplified, streamlined, and cost-effective manner.
• Identify, assess, and manage risks and issues. Develop and implement risk mitigation strategies to ensure successful initiative outcomes.
• Support the processes for initiative financial management, including budgets, forecasting, tracking, and reporting expenses. Determine competencies and skills necessary to develop and support the technology solution. Allocate and manage incremental resources (if applicable) effectively to ensure optimal utilization and productivity.

Technical Lead – Wealth IT Partner Management

Crypto

• This leadership role plays a critical part in managing the day-to-day operations of TruStage Digital Assets and is responsible for engaging in the strategy, execution, and operational excellence of TruStage Stablecoin (the Program).
• As Director of Operations, this role will drive the end-to-end lifecycle of stablecoin operations, ensuring scalable, compliant, and partner-enabled delivery of digital asset capabilities.
• As a key leader, this position will play a major role in the integration, management, and growth of a broad network of financial institutions, fintech platforms, and technology partners to deliver innovative stablecoin solutions.
• This role will lead cross-functional coordination and execute the Program’s partner ecosystem strategy to achieve measurable business outcomes.

Stablecoin Director, Digital Asset Operations

Creative Strategist

• Team leadership: lead, mentor and inspire a team of creative experts by fostering a collaborative and high-performance work environment
• Talent development: identify and implement training programs to enhance skills and knowledge within creative team
• Creative strategy: lead creative strategic planning for tier 1 projects to ensure success in effectively meeting brand, creative, business, and marketing goals
• Creative strategy: participate in annual/quarterly planning sessions for B2B2C teams and represent creative services team to ensure alignment on capacity, validate strategic direction, and confirm that initiatives support overall business goals
• Creative development: Write creative briefs, assign, and lead creative development for tier 1 projects, (tier 2 as needed)
• Design oversight: Provide guidance and feedback on all relevant projects, ensuring high-quality execution that aligns with brand and audience standards
• Creative reviews: conduct regular creative reviews, providing constructive feedback and ensuring all deliverables meet quality standards for brand and audience
• Cross functional collaboration: partner with media, CX, product, compliance, and other departments to ensure alignment on creative initiatives and campaign objectives
• Research: participate in customer and competitive research and analysis projects, applying insight to creative strategy
• Efficiency enhancements: identify opportunities to streamline creative execution and enhance productivity
• Brand campaign concepting: Lead Brand campaign concepting and development to ensure enterprise goals are met while elevating brand relevance and recognition
• Creative best practices ownership: Establish, evolve, and drive adoption of creative strategy and concepting best practices across teams and Senior Creative Managers
• Marketing culture enablement: Manage marketing newsletter and related communications in support of culture initiatives across the marketing organization

Senior Manager, Creative Execution – Creative Strategy

Copywriter

• Leads creative development of marketing and communications strategies that align with brand and audience goals
• Develops concepts (design), based upon strategic inputs, that meet defined objectives
• Uses rationale to present creative concepts and can defend work based upon strategy inputs
• Has an in-depth understanding of B2B2C audience and brand drivers and develops creative that drives business results
• Leads small scope copy based creative projects from inception to completion
• Leverages an in-depth understanding of product benefits to develop compelling creative that drives action
• Takes complex product information and creates simplified and easily digested (design)
• Ensures alignment with brand, product, production, and compliance standards
• Maintains defined standards and voice
• Recruits, mentors, and trains (designers) on brand standards and voice
• Completes and leverages departmental direct response best practices training

Lead Copywriter

Manager

• Leads development of production and operational strategies that support and scale creative execution goals set by Creative Execution leadership and align with brand and audience goals
• Sets and enforces delivery and execution standards for video and digital work, including quality, readiness, and completeness at final delivery
• Manage end-to-end production for projects across channels (e.g., web, email, social, and video), from intake through delivery, ensuring scope, quality, and stakeholder alignment
• Develop and maintain production schedules; monitor progress and adjust as needed to meet deadlines and quality standards
• Monitor progress across workstreams and proactively adjust to mitigate risk.
• Manage budgets for the entire Creative Services team, ensuring financial stewardship, forecasting, and accountability across workstreams
• Monitor and track expenses, providing reporting and ensuring financial accountability
• Accountable for delivery ‑ phase financial performance across video and digital projects, ensuring consolidated visibility and vendor cost accountability.
• Serve as point of contact for external partners, ensuring they meet project timelines, budget requirements, and quality expectations
• Serve as senior point of contact for external agencies and vendors
• Provide escalation support and strategic guidance for complex production challenges
• Serve as an in-house expert on digital and video production requirements, technical specifications, and delivery standards; translate requirements into clear direction for creative and technical partners
• Manage multiple end-to-end projects, varying in complexity and scope, simultaneously
• May be asked to be on set for in-house (owned) shoots, including working on set in Madison as needed; not required to be on set for external (agency) shoots. For in-house shoots, provides audio and/or video production support.
• Drive innovation and stay up to date with industry trends and best practices in production, project delivery, and creative operations
• Translate technical and platform requirements into guidance for Producers, creatives, and partners.
• Drive adoption of best practices and continuous improvement across production operations.
• Ensure Producers are equipped to partner effectively with Creative Execution Leads, reinforcing clear ownership between creative execution and production delivery.
• Provide mentorship and coaching to Producers, supporting skill development and consistent ways of working.
• Completes and leverages departmental best practices training.

Manager, Production

Graphics Designer

• Develops concepts, designs, edits and proofs compelling creative, content, promotional and/or marketing materials
• Provides hands-on design and production services from concept to execution for a full range of digital and print collateral
• Uses rationale to present creative concepts and can defend work based upon strategy inputs.
• Has a comprehensive understanding of direct response creative drivers and develops designs that deliver customer-centric results.
• Leverages a comprehensive understanding of audience to develop compelling creative that drives action.
• Visually communicates complex information through simplified, relevant creative.
• Ensures alignment with brand, business area, production, and compliance standards.
• Maintains defined standards and voice.
• Uses performance data to iterate and improve creative assets.
• Updates and maintains internal databases of design, imagery, photography, and video.
• Completes and leverages departmental direct response best practices training.

Marketing Graphic Designer

Growth Marketing

• Own and Scale the B2B Growth Engine
• Lead strategy and execution of the full B2B funnel—from awareness and consideration through pipeline, revenue, and retention
• Build a predictable, scalable demand engine with clear attribution to revenue outcomes
• Establish and manage performance metrics including MQL, SQL, CAC, LTV, pipeline velocity, and win rates
• Design and scale account-based marketing (ABM) strategies for priority partner segments & new-market entry
• Lead AI-first B2B growth strategies, leveraging data, automation, and advanced analytics to improve targeting, personalization, and conversion
• Build foundational capabilities such as personalization, next-best-action, and AI-driven optimization
• Develop always-on engagement programs—including newsletters, thought leadership, and lifecycle campaigns—to drive awareness, consideration, and partner education
• Own B2B audience strategy across lead generation, activation, speed-to-close, and revenue metrics
• Develop targeted campaigns, content, and experiences tailored to priority partner segments and buying stages
• Lead go-to-market strategies to penetrate new markets, including audience definition, value proposition testing, and partner acquisition
• Optimize performance across existing segments while scaling growth in emerging markets
• Develop and execute a comprehensive partner marketing and co-marketing strategy across key distribution channels
• Support partner acquisition and activation in new markets through joint go-to-market initiatives
• Drive measurable partner-sourced pipeline, revenue growth, and retention
• Operate as a true partner to Sales with shared ownership of pipeline, coverage, and revenue outcomes
• Align marketing investment with growth, profitability, and P&L priorities including new-market investments
• Implement closed-loop measurement and reporting from MQL through revenue
• Build, lead, and develop a high-performing B2B growth organization
• Partner closely with other marketing functions – Brand, Event Experience, Creative, Marketing Ops, etc.
• Foster a culture of performance, accountability, experimentation, and innovation