TruStage

Provide strategic consultation and support to sales partners and clients to grow and retain business, including developing proposals, presentations, and conducting strategic reviews. | Bachelor's degree in Business or related field, 6+ years of experience in financial or insurance services, with strong sales, relationship management, and industry 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 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 the subject matter expert for their designated business line of products and solutions. Through proactive support and engagement, they provide consultation to Sales Partners and Credit Unions to address specific client needs to attract, retain, and grow business within assigned customer accounts in the Region Segment. ***Territory of coverage falls mostly in the Central Time Zone, but Michigan and Ohio are ideal locations, as well. Job Responsibilities: Engage and execute with Sales Partner for account team planning, prospecting, and pipeline management in assigned customer accounts (territory). Work closely with Sales Partners and uses tools, processes, and technology to assess customer’s current business issues, strategic and tactical goals, and to build a vision and a path for growth and retention of CUNA Mutual products, services, and solutions in assigned customer accounts. Assist in the pre-qualification, assessment, development and presentation of client specific proposals, contracts, and business reviews. Prepare and deliver presentations to clients and other audiences as needed. Assist with the negotiations and contracting terms of sales. Conduct in-depth, innovative, and value-added strategic reviews with assigned customers to attract, retain, and grow business. Understand the competitive environment for the credit union industry together with diverse financial and/or insurance services markets. Understand competitor’s strengths and weaknesses. Provide thought leadership, competitive analysis, insights and consultations to Sales Partners and to customers. Communicate with CUNA Mutual product leaders in the development of new products, as well as enhancements of existing products. Proactively seeks information about marketplace trends to identify opportunities. Maintain an understanding and relationship with organizations and associations that support the business needs of customers. Develop and deliver industry insight for use in contract strategy. Speaker at industry events and exchange visits. 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 Marketing, Business Administration, Insurance, Risk Management or related field. 6 or more years of experience and demonstrated success actively marketing, selling, and servicing products and solutions of the financial and/or insurance services industry, with proven record of success utilizing a consultative sales model. Experience with National broker preferred. Demonstrated in-depth knowledge of financial and/or insurance services industry. In-depth knowledge of credit union industry preferred. Demonstrated ability to quickly develop business relationships and rapport to create a comfortable environment with customers to facilitate and open dialogue. Demonstrated ability to quickly learn about new financial and/or insurance product offerings and apply knowledge in a sales setting. Must have an extensive understanding and expertise of involved practices and precedents along with 3+ years of experience in an insurance specialty related to fidelity, property & casualty insurance or credit union internal operations. Expert knowledge of Corporate Property & Casualty products and services that TruStage offers is preferred. Ability to integrate technology into sales processes. Strong sales background with exceptional verbal, written, listening, analytical, interpersonal, and presentation skills via multiple channels. Demonstrated business and financial acumen. Demonstrated applied knowledge of credit union/financial institution operations, regulatory issues, and process re-engineering. Demonstrated ability to manage ambiguity and experience with situational adaptability; strong account and territory management; self-starter with proven track record of ability to achieve results. Possess or obtain Property & Casualty Insurance License within 90 days. Professional certification such as CPCU, CCUE, or ARM is strongly preferred. Up to 30% travel required, but many accounts can be serviced from a virtual perspective. #LI-EG 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: $80,400.00 - $134,000.00 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. 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.

Provide expert-level design, support, and leadership for Customer/Prospect Master Data Management solutions including architecture, development, and mentoring. | Requires 6+ years IT experience with recent expertise in Microsoft development environment, service/API development, architecture design, and business systems consulting. | 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 Summary: This position provides expert level design, support, and deep understanding of Customer/Prospect Master Data Management (MDM) solutions. This individual will provide thought leadership and guidance to team. Tools most commonly used in this role are API development, SQL Server, .NET, C#, AKS, nServiceBus, and Java. Job Purpose: This position provides expert-level professional and technical support in the development, installation and maintenance of business systems solutions. Assist management in solution development and system activities. Act as leader on multiple concurrent initiatives of any size, including mentoring staff as needed. Provide a breadth of technical and business expertise, plus specialized skills in one or more business systems area. Provide architecture design and leadership. Job Responsibilities: • 30% Independently perform expert-level analysis and design in translating business requirements into technical specifications, present options, evaluate and recommend solutions. Drive out unperceived business needs, leverage existing solutions (across TruStage, publicly available, vendor packages, etc.) where appropriate. Identify and communicate the global impact of interrelated activities. Develop application code according to the acceptance criteria. Proactively strive for continuous improvement and continuous integration and delivery with IT and business. • 30% Guide the development of multiple concurrent business systems solutions from conceptualization through stabilization using various computer platforms. Provide leadership, architectural guidance and training/mentoring to professional staff in planning/roadmapping, estimating, and quality assurance on initiatives of any size. Provide constructive feedback to individual team members and their respective manager regarding performance on work and support work. • 10% Develop, test, implement, document and maintain high quality business systems solutions on various computer platforms, adhering to established methodology and practices, and in accordance with acceptance criteria. • 10% Develop and maintain a high degree of client-specific knowledge and associated business systems knowledge commensurate with work experience. Educate others, collaborate and effectively communicate verbally and in writing with management, development team members, IT Infrastructure and clients to influence solution delivery, applications architecture and business direction. • 10% Continually 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. • 10% Promptly and professionally assume ownership and respond to customer requests. Perform and guide others in root cause analysis, impact analysis, problem determination and problem resolution support. Collaborate with appropriate business and IT staff throughout the problem resolution process. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: • BS in MIS or CS or equivalent trade-off in related education and related professional work experience. • 6 1/2 years work experience in IT with the most recent 36 months work experience as a Business System Consultant or equivalent trade-off in related professional work experience within the last 3 years with demonstrated achievement and progressive responsibilities. • High level of proficiency demonstrated in a business environment with the last 3 years in at least 4 of the following: • Application development life cycle. • Modern business solution design and development practices. • Current Microsoft development environment. • Web Application Development and Cloud Technologies. • Business application support of internally developed and vended solutions within the CMFG architecture. • Service and API development, SOA. • Demonstrated expert knowledge of application development concepts in a multi-platform computing environment, including application development life cycle, n-tier development, object oriented design, etc • Demonstrated breadth of knowledge of information technology concepts and deep expertise in application development in more than one business system area. • Demonstrated expertise in business application, information and/or technical architecture design. • Demonstrated good judgment and reliability • Demonstrated expertise in architecture design with the ability to teach others. • Drives and/or influences departmental or overall technology practices. • Proven ability to clearly and effectively communicate business and technical information, both verbally and in writing. • Proven ability to provide a high level of customer service. 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: $98,945.00 - $173,154.00 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.