TruStage

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.

Sales Compensation Consultant

Director

• Define and maintain the enterprise R&D strategy in alignment with business priorities and enterprise innovation objectives.
• Proactively identify and assess emerging technologies, scientific advancements, and market trends with potential to create transformative business value.
• Build a balanced R&D portfolio spanning horizon-one incremental improvements to horizon-three breakthrough innovations.
• Collaborate with senior leaders to align research agendas with strategic goals, regulatory considerations, and customer needs.
• Oversee the design, execution, and evaluation of R&D projects, ensuring rigor, scalability, and relevance to business challenges.
• Partner with AI, Automation, Innovation Enablement, and core technology functions to ensure integration and commercialization of R&D outputs.
• Maintain a robust R&D pipeline, tracking progress from exploration to pilot to production.
• Define, track, and report key performance indicators (KPIs) for R&D initiatives.
• Lead stakeholder engagement efforts to ensure buy-in and alignment on research priorities and outcomes.
• Serve as a visible advocate for R&D, inspiring curiosity and experimentation across the organization.
• Communicate findings and insights in a clear, actionable way for both technical and non-technical audiences.

Director of Technology Research and Development

• Partnership and Opportunity Identification: Build and maintain partnerships, serving as trusted advisors to business leaders, technology teams, and corporate stakeholders.
• Proactively identify, shape and evaluate high-value innovation opportunities that drive business transformation, efficiency, and competitive advantage.
• Collaborate across functions to translate business goals and challenges into scalable technology-enabled solutions.
• Program Delivery, Metrics and Cross-Functional Collaboration: Partner closely with Artificial Intelligence, Automation, Research & Development, and other technology functions to ensure a cohesive, enterprise-wide approach to emerging technologies.
• Maintain an active innovation pipeline, regularly communicating progress, performance metrics, and realized business value to stakeholders.
• Define, track, and report on key performance indicators (KPIs) to measure the effectiveness, adoption, and impact of innovation initiatives.
• Change Management & Stakeholder Engagement: Lead comprehensive change management and communications strategies that facilitate successful adoption of new solutions and transformation of ways of working.
• Serve as a visible advocate and ambassador for innovation, inspiring stakeholders across the enterprise and driving sustained organizational impact.
• Innovation Literacy: Develop and lead an Innovation Literacy program that educates, inspires and engages employees at all levels of the organization, increasing awareness, adoption, and empowerment through technology.
• Cultivate a culture of continuous learning, experimentation, and growth by promoting agile innovation methodologies and best practices.
• Governance, Compliance and Responsible Innovation: Collaborate with legal, compliance, and governance teams to embed responsible innovation principles, ensuring all initiatives comply with corporate policies and regulatory requirements.
• Lead efforts to define and implement governance frameworks that balance innovation velocity with risk management and ethical considerations.

Director, Innovation Enablement

Learning and Development

• Collaborate with key stakeholders to identify learning needs and objectives within assigned business unit.
• Gather and analyze data to make sound recommendations.
• Educate and consult with BU leaders on how to apply, leverage, and optimize learning and development to achieve business outcomes.
• Lead, direct, and facilitate L&D departmental projects from initiation through implementation (following the ADDIE process).
• Leverage existing learning solutions from the L&D CoE to drive consistency and to minimize spend across the organization.
• Ensure overall quality of content and delivery by establishing success metrics aligned to the business goals.
• Apply enterprise-wide thinking in decisions and priorities.
• Implement learning solutions that address the BUs skill gaps, enhance employee capabilities, and promote employee growth and career development.
• Support the BU in creating and sustaining a strong learning culture.
• Anticipate and resolve complex problems that are learning related.
• Serve as a key learning resource within the business.
• Create comprehensive, scalable plans with high level learning solutions and translate plans into a programmatic, executable, learning roadmap.
• Make necessary revisions to plans, as needed.
• Conduct BU needs analysis to identify learning and performance gaps.
• Recommend learning solutions, monitor success, and make data-informed decisions.
• Develop innovative learning deliverables that provide meaningful and learner-centric solutions.
• Manage the successful implementation and execution of learning initiatives from end-to-end to ensure deliverables are met and learning outcomes achieved for the business (ex. coordinating logistics, communications, scheduling/securing facilitators, tracking enrollments/completions, etc.).
• Evaluate and measure the impact of learning delivery and report effectiveness and progress.
• Organize and plans appropriately for successful learning delivery.
• Highly competent in presenting content virtually via Microsoft Teams.
• Ensure consistency of learning delivery across the business and enterprise.
• May facilitate learning content.
• Is up to date on learning content and is well prepared to deliver an engaging learning experience.
• May oversee train-the-trainer programs to build competency across BU.
• Provide guidance and support to BU facilitators to enhance their effectiveness in delivering learning programs and successful transfer of learning.
• Prepare guest speakers for successful delivery of content and to ensure program objectives are met.
• Provide ongoing feedback to speakers to set them up for success.
• Apply effective project management to ensure timely delivery of learning solutions.
• Build strategic relationships with BU leaders and HR Business Partners, leveraging organizational knowledge to support business results.

Learning and Development Consultant

• Provide regulatory support and guidance on product tax and tax information reporting
• Operate with autonomy in organizing and controlling tax processes
• Assist with business case, organizing requirements, and requirements analysis for products
• Conduct complicated research and data analysis to strengthen tax reporting controls
• Develop system requirements and schedules for compliance initiatives
• Support transactional research, forms review, tax reporting, unclaimed property, and claims
• Respond to internal/external inquiries and research product tax issues
• Build strong relationships with business partners to resolve complex tax issues
• Provide clear, actionable compliance guidance to business partners

Analyst V, Product Tax

Product Manager

• Proactively and independently lead and develop an effective approach to identify and drive improvements related to Customer Operations process, systems and system enhancements; including defining system-generated metrics and reporting functionality/capability
• Drive innovation by acquiring and applying new techniques/tools
• Provide senior lead updates regarding deployment progress, results, and feedback regarding improvement work
• Effectively work with Leadership, Business Sponsors, Business Owners, and cross-functional partners
• Oversee the agile process and surface day-to-day impediments to facilitate progress
• Facilitate change management; lead educational and/or mentoring sessions regarding process or system design changes.
• Serve as the functional lead through internal audit review process

Product Owner

Analyst

• Lead full‑time sector coverage, including higher‑complexity industries; perform credit research and relative‑value analysis
• Independently structure and assess risk on complex transactions, including covenant and documentation review
• Conduct earnings reviews and private placement reviews on a scheduled basis; deliver clear, actionable insights
• Present sector views and recommendations to investment committees and senior leadership
• Build and maintain strong relationships with bankers, issuers, and market sources
• Mentor junior analysts and contribute to a collaborative, inclusive culture

Senior Analyst, Credit Research

Attorney

• Provide legal research support to in-house attorneys and compliance professionals
• Assist in communicating legal and compliance requirements
• Partner with business teams to ensure compliance with applicable regulatory obligations

Legal Research Internship

• 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. Directors delegate tasks and hire proficient managers. They contribute to financial objectives by forecasting partner engagements; preparing annual budget; scheduling expenditures; analyzing variances; initiating corrective actions. Directors grow the business by strategic alignment with others in the organization and typically accomplish their objectives through managers versus staff. With high profile partners, the Director may need to own the relationship.

Director, Partner Management

• Works independently, directs external wholesaling sales activities within a defined geographic or product area supporting Independent Broker/Dealers, Brokerage Firms, Financial Planners and/or Banks.
• Develops and recommends sales plans and budgets for their assigned division.
• Successfully executes on the agreed upon plans.
• Manages associates who provide external wholesaling services and support to a specific region.
• Assists external wholesaling sales staff with increasing sales by developing and maintaining strong relationships within assigned region.
• Identifies training needs and develops and/or delivers training programs.
• This role will hold wholesaling staff accountable for:
• Territory Sales Goals
• Year over year territory growth
• Face-to-Face appointments and other proactive sales activities
• Full people management responsibilities including performance management, training and development.

Director, Divisional Sales – Annuities

Marketing

• Owns large scale total testing pipeline for given product area(s) to improve media productivity utilizing direct marketing best practices
• Oversees creative requests and approvals for creative development of assigned media
• Accountable for building plans to achieve strategic and financial objectives
• Communicates results and forecast for given media
• Identify trends in the business or market that will impact media productivity and provide recommendations for addressing
• Supports leader in overseeing external agency vendor relationships, holding them accountable to performance expectations and adding value to business
• Leads through others to deliver business performance improvements
• Ability to lead complex projects with broad cross-functional impact, including introduction of new go-to-market programs

Acquisition Marketing Media Planner

Backend Engineer

• This position functions as a technical leader, providing professional and technical direction in the development, installation and maintenance of business systems solutions for the most complex systems across TruStage.
• Incumbents must be comfortable functioning in a highly collaborative manner and partner closely with Platform & Architecture teams, Feature Development teams and the QA team in the development of secure, cutting-edge software within TruStage’s Innovation Center.
• The individual in this position acts as Technical Leader on multiple broad/complex initiatives of any size, including mentoring staff, communicating technical vision and owning implementation decisions.
• Incumbents in this role perform the following responsibilities in an independent / advanced capacity to support the most complex development work across TruStage, and are responsible for the estimating, planning and managing of their own tasks, reporting on progress in daily scrums and delivering work through sprints.
• Lead Agile Scrum teams to complete sprint commitments.
• Work with Product Owners to define and scope product development backlog.
• Document and manage technical debt.
• Work with team members to assign work units and ensure proper requirements are provided.
• Develop, test, implement, document and maintain high quality business systems software solutions on various computer platforms in response to the story flow across sprints, adhering to established methodology and practices.
• Perform architecturally compliant technical design and requirements as received in the story flow across sprints, and as requested when design spikes are necessary.
• Collaborate with other developers and Tech Leads, and communicating effectively with Scrum Masters, and Product Owners about daily progress or blockers.
• Continuously enhance and share knowledge in application development best practices, technologies, methodologies and standards.
• Acquire, effectively apply and train others in new technical skills as driven by business need and/or technology advancements.
• Develop and maintain an expert level understanding of industry trends and proactively work as appropriate with decision-makers to drive change within and across IT organizational units.
• Developers in this position write clean, maintainable code following best practices; participate in pull requests and other types of peer-review; ensure at least 85% code coverage in automated tests within an automated CI/CD environment; adhere to established branching and merging strategies.

Technical Lead Software Developer IV – Node.js, Typescript, React

Financial Planning and Analysis

• Serve as a key member of the assigned area Leadership Team
• Actively participate in strategic and tactical planning, providing a financial perspective
• Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics
• Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics
• Partner with the Finance organization to ensure strong performance management discipline
• Collaborate with other Finance functions to ensure consistent and effective decision making
• Provide leadership on cross Finance or cross-organizational projects
• Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance
• Build and lead staff to support and drive departmental/corporate goals and strategy
• Develop staff capabilities and cultivate talent for future advancement
• Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials
• Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions
• Facilitate the business management process within the assigned area
• Manage the business models and plans, focusing on meeting current business and financial expectations
• Drive the problem-solving process regarding financial performance variances
• Recommend actions to address variances to the assigned area Leadership Team
• Design/support programs to strengthen financial literacy within the assigned area.

Finance Director, Wealth Segment

SEO Marketing

• Develop comprehensive content strategies aligned with SEO best practices and business objectives
• Create and manage editorial calendars coordinating content across owned and paid media channels
• Partner with Creative/Brand teams to ensure content consistency and brand alignment across all channels
• Actively engage with Digital Media, eCommerce, Analytics, Social Media, Telephone Sales, Customer Care, and Marketing teams to identify content opportunities
• Facilitate cross-team content initiatives and act as liaison between departments
• Optimize content for traditional organic search following current SEO best practices
• Implement generative search engine optimization (GSO) strategies for AI-powered search platforms
• Develop content strategies for featured snippets, voice search, and AI search results
• Create content optimized for conversational AI and chatbot interactions
• Monitor and adapt to algorithm changes in both traditional and AI-powered search engines
• Identify opportunities to own content areas and drive traffic, engagement, and conversion
• Work with analytics teams to develop content engagement metrics and value measurements
• Create reports showing content performance, organic search traffic, and SERP improvements
• Develop full-funnel view of content performance across all sales channels
• Maximize efficiency of paid media strategies through strategic content alignment
• Improve knowledge sharing and KPI discipline around content metrics
• Lead agile content development processes and ensure proper prioritization
• Build relationships with key organizational leaders to align content with business needs
• Facilitate cross-channel initiatives that don't fit within single team boundaries
• Provide strategic guidance on long-term content profitability and ROI.