Penn Mutual
Penn Mutual
1 001 – 5 000 Қызметкерлер
H1B визасының демеушісі
Penn Mutual — 1847 жылы құрылған, қалыптасқан ұйым. Жұмыс орындарын біріктіретін платформа арқылы жарияланған өзекті ақпарат пен мүмкіндіктерді білу үшін оның компания профилін қараңыз.

Principal Training and Performance Partner - Penn Mutual Remote

Lead training, performance, and readiness initiatives for Penn Mutual’s U.S. financial-services operations. Support brokerage workflows, technology changes, onboarding, regulatory education, and knowledge management.

Сипаттама

  • Develop training, performance, and readiness strategies that support HTK Operations’ business, technology, regulatory, and workforce priorities.
  • Advise leaders on performance and capability gaps, recommending solutions across people, processes, knowledge, technology, and training.
  • Lead readiness for technology and workflow changes through impact assessments, learning plans, pilots, rollout support, measurement, and sustainment.
  • Build and improve onboarding and workforce-readiness programs using role-based learning, systems training, regulatory education, proficiency assessments, cross-training, and reinforcement.
  • Maintain knowledge-management and Shelf governance standards so content remains accurate, current, searchable, and easy to use.
  • Work with Operations and Quality to analyze performance trends, errors, audit findings, and risks, then define and evaluate improvement actions.
  • Direct complex cross-functional initiatives, influence stakeholders without formal authority, and communicate priorities, risks, decisions, and results.
  • Use Microsoft 365, learning platforms, and AI-enabled tools to enhance training, content, analysis, and knowledge management.

Талаптар

  • Bachelor’s degree in business, education, organizational development, instructional design, financial services, or a related field; equivalent education and experience may be considered.
  • At least 7 years of relevant experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area.
  • At least 7 years of Broker-Dealer and/or RIA experience, including knowledge of brokerage operations such as new accounts, cashiering, trading, commissions, licensing, operations controls, advisor support, or supervision.
  • Proven success leading training, performance, operational-readiness, change-management, and knowledge-management initiatives that improve employee performance and business results.
  • Experience identifying performance and capability gaps and using data and business insight to recommend training, coaching, process, communication, knowledge-management, or performance-support solutions.
  • Strong relationship-building, instructional-design, facilitation, adult-learning, consulting, communication, analytical, influencing, and project-management skills, with the ability to manage multiple priorities independently.
  • Advanced proficiency with Microsoft 365, learning technologies such as Articulate 360, and AI-enabled tools, with responsible application and appropriate governance and quality controls.
  • Preferred: Experience with Docupace, NetX360, Envestnet, HUB, FIS, or comparable financial-services platforms.
  • Preferred: Experience supporting Broker-Dealer or Registered Investment Adviser operations; financial-services licenses such as Series 7, 63, or 65 are a plus.

Ұқсас жұмыс орындары

Trane Technologies

Senior Executive Assistant, Digital Leadership

Trane Technologies

Support Trane Technologies’ Digital leadership team by coordinating executive schedules, travel, meetings, communications, and procurement. The role covers leaders across the United States and requires on-site work in White Bear Lake, Minnesota, Monday through Thursday.

Ашу
Hewlett Packard Enterprise

Senior Executive Assistant

Hewlett Packard Enterprise

Provide senior administrative support to Hewlett Packard Enterprise executives, including calendar management, presentations, budgets, travel, and coordination across departments.

Ашу
Hewlett Packard Enterprise

Executive Assistant, Dallas Hybrid

Hewlett Packard Enterprise

Support Hewlett Packard Enterprise executives with calendars, presentations, travel, and budgets. Coordinate strategic administrative operations in a hybrid Texas role.

Ашу
GlobeLife

Remote Customer Retention Representative

GlobeLife

Help Globe Life policyholders keep their coverage and restore lapsed life insurance policies in this remote customer retention role. Handle inbound and outbound calls, discuss coverage and payment options, document outcomes, and meet retention targets.

Ашу
Bundesverbraucherhilfe e.V.

Editor-in-Chief, Federal Consumer Bulletin (Volunteer)

Bundesverbraucherhilfe e.V.

Lead the volunteer editorial team behind Bundesverbraucherhilfe’s daily consumer news bulletin. Oversee journalistic standards, editorial independence, coverage, and team development.

Ашу
Our National Conversation (ONC)

Remote Editorial Lead Intern (California)

Our National Conversation (ONC)
51 – 200 Қызметкерлер
B2CКоммерциялық емесМедиа

Lead writers, publication schedules, and editorial standards as an intern with Our National Conversation. Support its mission to reduce partisanship and promote solutions through youth-driven media.

Ашу
CB Talents Academy

Dutch-Speaking Customer Support Specialist (Remote, Portugal)

CB Talents Academy
1 – 10 Қызметкерлер
Білім беру

Support users of a global online payment platform in Dutch, handling payment questions, collections, assistance for vulnerable customers, and account administration remotely from Portugal.

Ашу
I

Senior Engineering Manager, Risk Engineering

Imprint
201 – 500 Қызметкерлер
КонсалтингҚаржыМаркетинг

Lead backend teams responsible for real-time payment authorization, fraud decisions, and underwriting at Imprint, an embedded payments and credit platform.

Ашу
Martin & Company

Director of P&C Insurance Consulting

Martin & Company

Lead client-facing property and casualty insurance consulting engagements at Martin & Company, a technology-enabled insurance advisory firm. Shape project scope, protect delivery quality, grow client accounts, and mentor consultants.

Ашу