TruStage

Lead financial strategy and performance management for the Wealth Segment business area. | Requires 12+ years financial management experience, leadership skills, CPA preferred, and strong communication abilities. | At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position serves as the Strategic Financial Business Partner of a specific business or functional area such as a Product Segment or Operations area. Participates with Leadership of assigned area to develop strategies and execution plans to achieve goals. Ensures financial rigor is consistently applied to business management. Provides direction to the finance functions taking place within the assigned area and works with Corporate Finance to ensure a strong performance management discipline. This role will be the Finance business partner for the Wealth Segment Leader and a sophisticated organization leading TruStage's multi-billion Wealth Segment. The segment consists of primarily Annuity, Pension Risk Transfer, and Retirement Products. Job Responsibilities: • 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. Job Requirements: • Bachelor's degree in Accounting or Financial Discipline. Master's in business administration or other education in business related fields beneficial as indicator of strong skills in business management preferred • Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA indicating professional competency in financial and insurance related areas • 4-5 years of experience leading teams or providing direction to other resources • 3-5 years of experience in providing executive consultation and influencing business decisions • 12+ years of work experience in financial management with managerial responsibility for functional activities in the financial services industry. Experience working with sales and revenue models, company financials, product pricing and profitability models and performance measures. • Strong verbal and written communication skills. Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills Preferred Qualifications: • Prior annuity experience If you’re ready to help make a difference, apply today.A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $128,500.00 - $239,000.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

The Claims Specialist ll is responsible for processing, investigating, negotiating, and settling a variety of increasingly complex life and health inquiries and claims. This role requires a detailed understanding of applicable state and insurance industry laws and regulations. | Candidates should have an associate degree or equivalent work experience, with a preference for a bachelor's degree. A minimum of 2 years of customer service and claims processing experience is required, along with excellent communication and analytical skills. | At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is an intermediate Claims role under minimal supervision responsible for detailed understanding of applicable state and insurance industry laws and regulations. The incumbent will process, investigate, negotiate and settle a variety of increasingly complex L&H inquiries and claims. Serves as technical lead, may coordinate work of others, and develop solutions to improve team performance. May require examinations / licensing. Job Responsibilities: Analyze claims to determine the need for additional investigation Deal / communicated directly with 3rd parties and customers in the investigation, negotiation and conclusion of claims in accordance with established procedures Evaluate / approve / pay claims up to pre-approved limit dependent on products serviced The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Associate Degree or equivalent work experience. Bachelor’s degree preferred 2 + years of customer service experience, including demonstrated teleservice skills 2 + years of Claim processing experience (prefer: disability) Excellent oral and written communication skills Demonstrated excellent analytical and problem-solving skills and decision-making ability Demonstrated mathematical aptitude Demonstrated ability to interpret medical and insurance documentation Fluency in Spanish (verbal/written) preferred If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $45,400.00 - $68,100.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department. We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.

Lead and manage IT infrastructure and IAM teams, oversee IT systems performance and security, drive strategic initiatives, manage projects, and ensure compliance and operational excellence. | Bachelor’s degree or equivalent, 10+ years IT infrastructure experience with 5+ years leadership, strong technical expertise in infrastructure and IAM, project management skills, and preferred IAM certifications. | At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary We are seeking a highly experienced and dynamic Senior IT Manager to lead our Identity and Access Management (IAM) team. This role requires a unique blend of strategic vision and technical expertise, driving the design, implementation, and governance of enterprise-wide identity and access solutions. The Manager III, IT Infrastructure & Operations (official position title) is responsible for providing strategic direction, vision, and leadership within the IT Infrastructure & Operations function. This role will oversee the performance, security, and scalability of our IT systems, as well as managing a team of IT professionals. This individual will work closely with IT leadership to align infrastructure initiatives with business objectives, execute strategic initiatives, manage critical projects, and drive continuous improvement in service delivery. It requires a balance of technical expertise, leadership skills, and the ability to execute strategic initiatives. Job Responsibilities: Strategic Leadership • Lead, mentor, and manage multiple teams of IT professionals, including entry and mid-level managers, network engineers, systems administrators, and operations staff. • Drive the team’s performance by setting clear goals, providing ongoing feedback, and fostering professional development. • Promote a collaborative work environment, ensuring effective communication and coordination with the team and across departments. • Stay informed of industry trends and emerging technologies, assessing their potential impact on the organization and incorporating relevant innovations into the infrastructure strategy. IT Infrastructure Strategy & Management • Develop and implement strategies to enhance the performance, reliability, and scalability of IT infrastructure. • Oversee the design, deployment, and maintenance of all infrastructure components, including servers, networks, storage, and data centers. • Collaborate with other IT leaders to align infrastructure projects with business objections and ensure the organization’s IT needs are being met. Operations Oversight • Manage the operations of IT systems, ensuring high availability, optimal performance, and security. • Implement 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. • Proactively identify areas for improvement and drive initiatives to enhance operational efficiency and service delivery. Project Management • Lead large-scale infrastructure projects, from planning and design through to implementation and evaluation, ensuring projects are delivered on time and within scope. • Collaborate with stakeholders, including IT leadership, to prioritize projects based on business impact, resource availability, and strategic importance. • Coordinate with external vendors and internal stakeholders to ensure successful project delivery. Compliance & Security • Ensure that all IT infrastructure is secure and compliance with relevant regulations, standards, and internal policies. • Lead efforts to safeguard systems from security threats, including managing firewalls, intrusion detection systems, and other security technologies. • Conduct security audits and risk assessments, and lead the response to security incidents. Resource Management • Assist in managing the IT infrastructure budget, ensuring resources are allocated effectively, and costs are controlled. • Optimize the allocation of resources, including personnel, hardware, and software, balancing operational needs with project demands. • Identify and recommend opportunities for cost savings and efficiency improvements. Reporting & Documentation • Maintain comprehensive documentation of infrastructure configurations, processes, and procedures. • Prepare and present detailed reports on system performance, project status, and team productivity to senior leadership. • Provide insights and recommendations for future infrastructure investments and improvements. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: • Bachelor’s degree in Computer Science, Information Technology, or related field, or equivalent combination of education and/or related professional work experience. • 10 years of experience in IT infrastructure and operations, with at least 5 years in a managerial or leadership role. • Proven experience in managing complex infrastructure environments and leading multiple technical teams. • Strong technical expertise in one or more of the following: • Server management, networking, security, storage systems, and/or data center operations; • Network security, disaster recovery planning, and compliance requirements; • Cloud computing platforms and enterprise IT systems; • Virtualization technologies and/or disaster recovery planning; • Experience with the management of End User Services technologies; • Understanding of ITSM process and procedures. • Proven ability to lead, manage, and develop high-performing IT teams. • Strong project management skills, with the ability to handle multiple projects and priorities successfully. • Exceptional problem-solving and decision-making abilities, with a strategic mindset. Preferred Requirements: • Technical expertise in IAM technologies such as Okta, Ping Identity, Microsoft Entra ID (Azure AD), SailPoint, CyberArk, or similar platforms. • Strong understanding of authentication protocols (SAML, OAuth, OIDC, Kerberos, LDAP). • Proven track record of delivering IAM programs at enterprise scale. • Certifications such as CISSP, CISM, or CIAM #LI-SW If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $143,000.00 - $214,500.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Lead analytics strategy and team, develop reporting frameworks, collaborate cross-functionally to meet analytics needs, and drive business growth through data insights. | 10+ years in analytics or marketing analytics, technical expertise in data models and programming, experience with financial or insurance data, strong leadership and communication skills. | Description: • Responsible for data analytics strategy, scope and function. • Develops and collaborates with other analytics leaders to maintain business intelligence reporting frameworks, tools, and data marts. • Works cross-functionally with various business owners to determine and meet their reporting and analytics needs; manages a team of business analysts and consultants to ensure timely high-quality reporting, analytics, and solutions. • Ensures internal and external customers have the necessary data and information for ongoing daily operations and strategic planning. • Provides in-depth analysis to drive discovery of new opportunities for continued business growth. • Administer organizational activities, and analyze, review, and develop business strategies. • Partner with senior leadership to understand business strategy and position the analytics team to prioritize models, insights, and scalable solutions. • Plan and implement overall analytics and business intelligence strategy. • Lead design and development of analytical projects to drive customer acquisition, retention, and engagement. • Identify opportunities to develop forecasts, statistical models, segmentation schemes, and data-driven analyses to drive marketing efforts. • Participate in company’s overall data governance process. • Partner with IT to deliver robust reporting platform; develop and maintain reporting and analytical tools including Business Objects. • Hire, train, develop, and lead an agile analytics team. Requirements: • Bachelor’s degree in business, finance, marketing, economics, mathematics, computer science, or related field, or equivalent combination of education and experience. • 10 years of experience in analytics, business intelligence, and/or marketing analytics. • Proven people and project management experience. • Technical expertise regarding data models, data mining, segmentation techniques, predictive modeling, and advanced analytics. • Experience with financial and/or insurance services data. • Experience with B2B sales analytics. • Strong knowledge of and experience with reporting packages (Tableau, PowerBI, etc.), databases (SQL, Snowflake, etc.), programming (XML, JavaScript, or ETL frameworks), or the equivalent. • Knowledge of statistics and experience using statistical packages for analyzing large datasets (Excel, SPSS, SAS, etc.). • Highly developed presentation skills and ability to tell “data stories”; ability to get positive results through influence, persuasion, leadership, presentations, and group facilitation skills. • Strong interpersonal and demonstrated team-building and coaching skills; proven teamwork and collaboration. • Ability to communicate technical concepts to non-technical audiences in an informal setting. • Ability to interact effectively with and influence other functional areas as required through collaborative relationships. • Work Authorization/Sponsorship: not considering applicants that need any type of immigration sponsorship (F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.). Benefits: • medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement

Develop and execute analytics and reporting solutions to drive business insights and decision-making, collaborating cross-functionally and supporting key business metrics and projects. | 5+ years of data analytics experience, proficiency with BI tools (Power BI, Tableau), data mining technologies (SQL, Python, R), strong communication skills, and preferably financial services domain knowledge. | At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Description Summary In this position, the analyst will have the opportunity to make a significant impact through the discovery, development, and execution of leading-edge analytics that answer important business questions. Additionally, this position will be able to produce exploratory analysis, reporting, and visualizations to serve the dual purpose of driving decision making and delivering fact-based actionable recommendations. The analyst will collaborate with key business partners for the purpose of identifying and delivering robust reporting and analytics capabilities to drive improved business performance. The analyst is viewed as a subject matter expert in the business area's data and is responsible for optimizing core metrics, running and establishing new analytic operations, participating in cross-departmental projects, solving complex business problems, analyzing large datasets and extracting insights. Job Responsibilities: Business Domain Analysis: Utilizes subject matter expert knowledge in specific business domain(s) and industry to: Support, optimize, and develop new analytics processes. Provide data driven insights impacting the specific business domain(s) through coherent reports and visualizations. Help shape the analytic solutions for the specific business domain(s). Help the business achieve its objectives and key results. Support the core metrics and key performance indicators for specific business domain(s), leading and lagging indicators, forecasts, and related historical performance Solve complex business domain problems; takes a new perspective using existing solutions. and approaches changes with flexibility. Act as a resource for colleagues with less experience; participates in and may lead small cross-departmental projects with manageable risks and resource requirements. Data Modeling, Reporting, and Business Intelligence: Subject matter expert in understanding of the relationships in specific business domain(s) data sets and how it changes and trends over time and the key business drivers; uses this understanding to accomplish own work. Collect, manipulate, and analyze complex datasets pertaining to specific business domain(s); utilizes standard formulas, methods, and BI tools common in the industry and relevant to the current data in all phases (collection, analysis, reporting). Helps set direction, updates, and modifies reporting on core metrics and key performance indicators for specific business domain(s). Utilizes BI/Reporting tools to explore data and produce outputs. Solves problems that impact complex situations; analyses possible solutions using technical experience, judgment, and precedents within level of authority. Impacts a range of customer, operational, project or service activities within own team and other related teams; works within broad guidelines, best practices, and policies to meet deadlines. Collaborates with analytics engineering teams to setup data pipelines and deploy analytics solutions Business Data Communications: Explains difficult or sensitive information; works to build consensus and influence. Contributes to change initiatives by suggesting ways to clarify ambiguity. Prepares presentations, reports, or visualizations and presents this information to various cross-departmental teams, while tailoring the presentation and insights to a level appropriate for the audience. Adapts to new situations such as teams, projects, or work processes. Champions relevant data to appropriate users in an organization and monitor the published data sources for usage/relevance/quality feedback. Works as part of a team dedicated to maintaining and enhancing the overall usefulness, integrity, and security of data across the enterprise. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor’s degree in mathematics, economics, computer science, information management, statistics, or related field, or equivalent combination of education and/or related professional work experience 5+ years' data analytics and reporting experience This Analyst role supports the Wealth area of our business. Past work experience in financial services is a plus, especially if you have knowledge of annuity and wealth management products. Business Domain Skills. Examples of this include: Ability to gain in-depth understanding of company products and services, awareness of the competition, and knowledge of factors that differentiate TruStage in the market Strong understanding of applicable business concepts, metrics, processes, and systems for business domain(s) Ability to independently manage multiple priorities in a time sensitive, production environment Awareness of leading practices and how own area integrates with others Data Skills. Examples of this include: Skilled in data mining technologies such as: Alteryx, R, Python, SQL, SAS Ability to interpret data models in conjunction with exploratory analysis of a database Data Knowledge. Examples of this include: In-depth knowledge of key data within a specific data domain and or business unit, SME knowledge on one or more source systems Ability to start connecting multiple lines of business and or data domains across the enterprise Ability to tutor individuals within the department on specific data domains / businesses Data Modeling. Examples of this include: Knowledge of the logical and physical data model currently leveraged by a specific business unit and data storage tools such as Snowflake and SQL Server. Ability to translate complex business requirements into model relationships Reporting & BI. Examples of this include: Skilled in BI applications such as PowerBI and Tableau Ability to construct dynamic reports / scorecards vs static reports Ability to represent relevant data within comprehensive visuals Ability to incorporate aesthetic principles into report / scorecard development Communications. Examples of this include: Ability to communicate analytics in layperson’s terms Capable of leading development of presentation logic Strong presentation skills Ability to communicate (verbally and in writing) with internal and external teams regarding tasks and assignments Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. #LI-Remote If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $89,700.00 - $134,500.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department. We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.