TruStage

Account Manager

• Perform routine, structured assignments within an entry level professional role.
• Develop skills and competence by learning and applying established sales processes, tools, and procedures.
• Learn the sales process and develop core sales competencies over time.
• Use existing procedures to resolve routine or standard issues.
• Support customer care activities by coordinating with appropriate resources to resolve customer issues, process plan changes, and support new sales implementations.
• Research questions and gather information on behalf of account teams and partners.
• Assist with data collection and preparation of sales and renewal proposals.
• Help ensure execution against established sales and service standards.
• Assist with identifying, escalating, and resolving customer or process issues as needed.
• Participate in broader training and development and exposure activities to support future growth in the organization.

Associate Account Representative

• Support overall business operations of the assigned unit/segment.
• Lead special cross-functional projects and assignments as directed; some of these are far-reaching and significant in terms of resources and impact.
• Engage the sales management team of their assigned unit regarding key business initiatives; makes appropriate recommendations and takes necessary steps in order to achieve successful business results.
• Provide high-level executive business support to the Sales VP of their unit in areas such as communication, business reporting, sales planning, budget development and expense management, development and execution of meetings and events, and assistance with other business needs as deemed necessary.
• Continually review, develop and implement process improvements to effectively and efficiently meet the support needs of the business unit; ensures current and future sales support needs are being met.
• Ensure and provide validation of effective utilization of internal processes, programs and systems in support of the overall unit's business needs; oversees the unit's reporting process.
• Perform aggregation of budget and expense performance against plan.
• Develop close working relationships with other members of the sales management team in successful attainment of business goals and objectives.
• Stay abreast of existing and emerging corporate information technologies and systems to assess their impact on the business needs of the unit.

Annuity Relationship Manager – Operations

Scrum Master

• Facilitate / coach the processes of work decomposition, dependency management and backlog management in and out of Agile teams
• Support the Product Owner to ensure that the vision, scope and product domain are understood by everyone on the team, as well as possible
• Support the Product Owner to do work breakdown to maximize and optimize the business value delivered by development team
• Support PO in finding and implementing newer and emerging backlog management techniques
• Facilitate Scrum events as needed / requested
• Help the team in defining, reporting and meeting (by removing impediments) their goals
• Facilitate team to visualize progress and achieve product outcomes
• Ensure continuous improvement of Agile events/practices, by teaching new techniques to the team
• Create and maintain an atmosphere of safety and trust through facilitation of retrospectives\kaizen and feedback exchange among Agile team members
• Remove impediments to the team’s progress
• Coach team in self-organization and cross-functionality through leading by example, serving others, etc
• Help team to develop high-value products
• Responsible for promoting and supporting agile values and principles throughout the organization
• Coordinate interaction with other Agile teams and stakeholders across enterprise
• Help other Agile teams and conventional parts of the organization build effective communications and interactions with the Agile team
• Cause change that increases the productivity of the Agile team

IT Support

• Lead and manage multiple teams of IT professionals, including network engineers, systems administrators, and operations staff, fostering a culture of collaboration, innovation, and continuous improvement.
• Develop team capabilities through mentoring, training, and performance management.
• Work closely with senior leadership to develop and execute the infrastructure and operations strategy, aligning it with the organization’s broader IT and business objectives.
• Coordinate cross-functional efforts, ensuring effective communication and collaboration across teams and departments.
• Contribute to the development and implementation of infrastructure strategies that support the organization’s long-term goals and objectives.
• Oversee the design, deployment, and maintenance of all infrastructure components, including servers, networks, storage, and data centers.
• Drive continuous improvement of infrastructure performance, reliability, and scalability.
• Manage the day-to-day operations of IT systems, ensuring high availability, performance, and security.
• Establish and enforce best practices, processes, and procedures for IT operations, including incident, problem, and change management.
• Ensure that all systems and operations are compliant with industry standards, regulations, and company policies.
• Provide advanced technical guidance and support to teams, particularly in solving complex technical challenges.
• Lead complex infrastructure projects, from planning and design through to implementation and evaluation.
• Collaborate with stakeholders to define project requirements, timelines, and resources, ensuring projects are delivered on time and within budget.
• Manage vendor relationships, contracts, and service agreements, ensuring that third-party services meet company standards.
• Oversee the implementation and management of robust security protocols to protect IT systems and data.
• Conduct regular risk assessments and audits to identify vulnerabilities and ensure compliance with security policies.

IT Manager II – Network Infrastructure, Operations

Insurance

• Proactively manage litigation process on assigned claims to investigate, evaluate, and negotiate to resolution
• Decide when external resources will be hired to conduct claim investigations, expert analysis or provide legal services
• Collaborate with Underwriting, Risk Management, Actuarial and Legal staff
• Proactively provide education and information to business partners and credit unions regarding risks and exposures, operations and efficiencies for credit unions and TruStage
• Demonstration of effective interpersonal, leadership, negotiation, analytical and critical thinking skills
• Provide timely reporting as dictated by claim handling guidelines
• Understanding of applicable statutes, regulations and case law
• Demonstrate knowledge of financial services operations
• Handle claims in multiple states
• Ensure maximum recovery or contribution are pursued

Litigation Insurance Adjuster

Security Engineer

• Lead and manage multiple teams of IT professionals, including network engineers, systems administrators, and operations staff.
• Develop team capabilities through mentoring, training, and performance management.
• Work closely with senior leadership to develop and execute the infrastructure and operations strategy.
• Contribute to the development and implementation of infrastructure strategies that support the organization’s long-term goals and objectives.
• Oversee the design, deployment, and maintenance of all infrastructure components.
• Manage the day-to-day operations of IT systems, ensuring high availability, performance, and security.
• Establish and enforce best practices, processes, and procedures for IT operations.
• Provide advanced technical guidance and support to teams, particularly in solving complex technical challenges.
• Lead complex infrastructure projects, from planning and design through to implementation and evaluation.
• Oversee the implementation and management of robust security protocols to protect IT systems and data.
• Maintain comprehensive documentation of infrastructure configurations, processes, and procedures.

IT Manager II – Security Infrastructure

Full-stack Engineer

• The Manager III, IT Software Engineering oversees the execution and delivery of critical software applications across the organization.
• Lead, mentor, and manage multiple teams of IT professionals, including entry and mid-level managers and development team members
• Define and drive the technology roadmap for a specific technology function that aligns to a business unit or technology function.
• Provide leadership and direction to the development teams, ensuring alignment with the organization’s strategic goals.
• Collaborate with Senior IT Leadership to identify and prioritize key development initiatives that will drive business growth and innovation.
• Stay informed of industry trends and emerging technologies, assessing their potential impact on the organization and incorporating relevant innovations into the development strategy.
• Oversee the end-to-end software development lifecycle (SDLC), ensuring that work is delivered on time, within scope, and within budget.
• Implement and optimize development processes, tools, and methodologies to increase efficiency and quality.
• Ensure all development work adheres to high standards of security, performance, and compliance with industry regulations.
• Manage and resolve escalated technical issues, providing expert guidance and support to the development teams.
• Manage roadmaps, timelines, budgets, and resources for the teams and technologies within your scope.
• Provide advanced technical oversight and guidance, ensuring that all application development efforts align with the organization’s technical strategy.
• Lead the evaluation, selection, and implementation of new technologies, processes, and platforms that will enhance the organization’s development capabilities.
• Ensure the scalability, reliability, and maintainability of all software applications through rigorous code reviews, testing, and quality assurance processes.
• Foster a culture of innovation and continuous improvement within the development teams, encouraging the adoption of best practices and new technologies.
• Lead and mentor a team of IT managers and development team members, fostering a high-performance culture that emphasizes collaboration, accountability, and professional growth.
• Ensure team members are continuously enhancing their skills and capabilities by following training and development programs.
• Conduct regular performance evaluations, providing constructive feedback, coaching, and career development opportunities for team members.
• Influence talent acquisition and retention efforts to ensure the organization has the technical expertise needed to achieve its strategic goals.
• Act as the primary liaison between the IT development teams and business stakeholders, ensuring clear communication and alignment on outcomes and priorities.
• Collaborate with business leaders to understand their needs and translate them into effective technical solutions that drive business value.
• Present development strategies, progress updates, and key performance metrics to leadership and other key stakeholders.
• Foster strong relationships with external vendors and partners, ensuring that their contributions align with the organization’s goals and standards.

Senior Manager, IT Software Engineering

Product Analyst

• Partner with senior product manager and director to develop and manage program KPIs; build models to inform/support future program strategy.
• Provide data-driven recommendations to support roadmap planning and strategic initiatives.
• Analyze product performance across auto/home partners and industry trends to identify opportunities for improvement.
• Conduct deep-dive analyses on ROI, customer journey analytics, funnel analysis, and retention; develop cost-of-acquisition factors by consumer segment.
• Collaborate with cross-functional teams including marketing, operations, and finance to align on business objectives.
• Serves as Business Data Steward for auto/home product data, ensuring accuracy and governance.
• Monitor competitive landscape and industry benchmarks.
• Assists with or conducts competitive analysis/assessment/research for new delivery channels and product/partner enhancements.

Senior Product Analyst

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
• Help implement solutions by reviewing data and determining project requirements
• Collaborate with the Finance organization to provide Accounting and Finance guidance to customers
• Accurately 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
• Research new tools and evaluate opportunities to apply these capabilities to improve current business processes

External Reporting Accountant

Human Resources

• Consults with leaders on day to day HR Operational needs: (45-55%) Investigations, Performance Coaching, Policy Interpretation and Support.
• (5%) Terminations & Layoffs, Discipline.
• (10%) Collective Bargaining agreement support.
• (15-20%) Business-as-usual org design.
• (10%) Annual talent processes (performance and talent).
• (5-10%) Adhoc/misc requests.
• Assists managers with coaching employees’ performance and development planning.
• Provides coaching to managers on the corporate performance management process, progressive discipline, termination process, and workplace investigations.
• Identifies and analyzes employee relations problems and trends.
• Conducts interviews with managers and employees to gather information on employee performance and manager effectiveness.
• Assists management in organizational design, talent reviews, and general consulting on HR related issues.
• Researches issues and makes recommendations that are consistent with our Code of Conduct, business strategy, company policies, guidelines, and work rules.
• Counsels and advises management and employees in appropriate resolution of employee relations issues.
• Facilitates employee relations discussion between management and employee and steward, when applicable.
• Consults with legal counsel and Labor Relations as appropriate.
• Participates in HR and business projects serving as the employee relations subject matter expert.

Human Resources Consultant

Financial Planning and Analysis

• Work under the general direction of the Investment Technology Manager to deliver application development and enhancement work for small to large, moderately complex investment technology initiatives supporting TruStage Capital Advisors investment management, back-office operations, and affiliated teams.
• Analyze business requirements and acceptance criteria and contribute to the design of efficient, dependable, and maintainable application solutions.
• Translate business needs into technical designs and functional specifications with limited guidance.
• Design, develop, enhance, test, and document custom-developed applications and integrations, including purchased software solutions, third-party vendor systems, and data platforms, in accordance with established standards and the systems development life cycle (SDLC).
• Design and code program logic for complex components or multiple interacting systems, ensuring consistency with specifications, architectural patterns, security standards, and existing applications to support long-term maintainability.
• Test and debug applications in development and production environments, isolating and resolving issues that could impact system stability, data integrity, or business operations.
• Collaborate with business partners, internal IT teams, and third-party vendors to identify root causes and implement effective solutions.
• Anticipate the downstream impact of application changes across systems and integrations, applying judgment and experience to reduce risk and prevent defects before implementation.
• Participate in agile delivery practices, including backlog refinement, estimation, sprint planning, and peer code reviews, demonstrating leadership in development best practices and quality standards.
• Contribute to project execution by managing assigned tasks, timelines, and dependencies, communicating risks and progress effectively to project and technical leadership.
• Act in a customer-focused manner by delivering solutions that meet or exceed business expectations, continually evaluating work processes to improve quality, efficiency, and reliability.
• Mentor and provide technical guidance to less experienced developers by sharing knowledge, reviewing code and designs, and promoting effective use of development tools, methodologies, and standards.

Investment Technology Application Developer

• Consults with leaders on day to day HR Operational needs
• Investigates, Performance Coaching, Policy Interpretation and Support
• Conducts Terminations & Layoffs, Discipline
• Provides Collective Bargaining agreement support
• Facilitates Business-as-usual org design
• Assists with Annual talent processes (performance and talent)
• Handles adhoc/misc requests
• Assists managers with coaching employees’ performance and development planning
• Provides coaching to managers on corporate performance management process, progressive discipline, termination process, and workplace investigations
• Identifies and analyzes employee relations problems and trends
• Conducts interviews with managers and employees to gather information on employee performance and manager effectiveness
• Assists management in organizational design, talent reviews, and general consulting on HR related issues
• Researches issues and makes recommendations that are consistent with Code of Conduct, business strategy, company policies, guidelines, and work rules
• Counsels and advises management and employees in appropriate resolution of employee relations issues
• Facilitates employee relations discussion between management and employee and steward, when applicable
• Consults with legal counsel and Labor Relations as appropriate
• Participates in HR and business projects serving as the employee relations subject matter expert

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

Sales

• Manage overall Advisor Team productivity to sales and territory plans
• Coach advisors on developing relationships within the credit union program
• Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives
• Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures
• Provide consultative and strategic services within territory
• District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams
• Assist credit unions with hiring external coordinators as needed
• Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors
• Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices
• Promote adherence to all sales and support processes by conducting sales process reviews
• Serve as program expert as it relates to our platform, B/D operations, compliance and support services
• In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff
• Support all Advisors in consistently applying Broker/Dealer technology and defined processes
• Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity

Sales Manager – Advisors

Paralegal

• Provide leadership and mentoring to Senior Law Specialists and Law Specialists.
• Actively manage a large caseload and/or division projects consistent with the ethical rules governing the practice of law and, when making legal decisions or giving legal advice, in consultation with a VP Associate General Counsel or his/her designee.
• Use a wide range of legal or specialized knowledge to manage cases and assigned projects that present higher risk, higher exposure, more complex, novel, and strategic issues, transactions or litigation.
• Develop areas of expertise and company knowledge to improve client service and meet department objectives.
• Act as a resource expert for legal process/specialty area(s).
• Communicate critical information by conveying that information clearly, accurately, honestly and concisely in accordance with company and department policies and procedures.
• Build and maintain positive internal and external customer relationships.
• Provide services in a timely and efficient manner.
• Formulate and evaluate plans, work processes and decisions from a cost-benefit and/or legal point of view.
• Identify patterns and trends to recognize potential problems.
• Use a systematic approach to problem solving and troubleshooting.

Associate Account Representative

Annuity Relationship Manager – Operations

Scrum Master

IT Manager II – Network Infrastructure, Operations

Litigation Insurance Adjuster

IT Manager II – Security Infrastructure

Senior Manager, IT Software Engineering

Senior Product Analyst

External Reporting Accountant

Human Resources Consultant

Investment Technology Application Developer

Human Resources Consultant

Regional Vice President – Annuities

Sales Manager – Advisors

Paralegal, Law Specialist