Career Opportunities

Description: The Transfer Specialist establishes accounts, works with the mapping and transferring of assets and assists with account maintenance. They create documents needed for account establishment at the fund companies and Matrix and follow up on return of needed documentation. They perform trades for the investment of the takeover assets. ACH setup and changes for funds are initiated in the IAS team.

Requirements: Requires some office or business experience, and good basic computer skills; experience handling financial transactions given preference. Requires confidence and good judgment in personal and telephone communications; good people skills appropriate for teamwork and extensive broker contact. Overtime may be required during peak periods, usually from November through the end of January.

Expires: 2012-05-31

Description: Assists school districts and with their retirement plans providing oversite, compliance and coordination of contributions with vendors and fund company representatives.

Requirements: Computer skills and telephone skills preferred. Stable work history needed. Attention to detail is required.

Expires: 2012-05-31

Description: The position will be responsible for setting up the SRT cases for all new and takeover plans, setting up and maintaining broker\sponsor access on the IVR and Web, updating the SRT case for all fund and source additions and changes in investment options.

Requirements: The position requires that the qualified applicant have a positive attitude and a stable work history. Good basic computer skills and office skills will be required. Preference given to applicants with greater data entry skills and experience. The position requires the ability to handle multiple tasks, deadlines and priorities. Good people skills appropriate for teamwork and contact with internal clients. Overtime may be required during peak periods.

Expires: 2012-05-31

Description: Provide technical sales support to the Regional Coordinators, Retirement Plan Consultants, Regional Managers and brokers with a variety of specialty services offered by the Marketing Department.

Requirements:

• Produce plan design comparisons for New Comp, Age Weighted or Integrated plans.
• Proposal production Produce the Retirement Savings Illustrations for the participants of new clients.
• Assist with mass marketing campaigns.
• Assist with the production of broker prospecting kits (leads).
• Assist with distribution of marketing materials.
• Assist with market research and competitive comparisons for the territory
• Assist Regional Coordinator with sold plan follow-ups to clients and brokers.
• Assist Regional Coordinator with incoming calls from brokers, clients, fund family contacts, etc.
• Answer ext. 765

Expires: 2012-05-31

Description: Job Responsibilities

• Provide operational performance consultation and interpretation to operational leadership leveraging data analysis. Make operating recommendations as appropriate.
• Develop and maintain appropriate operating measures and reports to help leadership understand their operating and financial performance impact of their strategies, both current and proposed.
• Manage operational models and the analysis reporting process for various operations functions as defined by customer operations strategic objectives.
• Perform in-depth analysis on a wide variety of issues to aid operations leadership in driving decisions on behalf of their organization. This may include business case analysis.
• Serve as a key member of the Operations Analysis and Reporting team by providing relevant analysis that provides insight into significant business trends and opportunities, enabling management to better understand and manage the relevant business drivers.
• Provide analysis on operational performance to support corporate and functional projects sponsored by the assigned business unit(s).
• Through various means, keep current with recent developments in measurement methods, operational forecasting, modeling and planning areas to help ensure that our processes remain effective and efficient.

(The above statements describe the general nature and level of work being performed in this job and are not intended to be an exhaustive list of duties. Additional responsibilities may be assigned, as required, by management.)

Requirements:

• Bachelor's Degree.
• 4-7 years progressively responsible experience in the following areas:
  • Designing measures to drive behaviors consistent with strategic objectives
  • Build financial and analytical models
  • Providing operational performance consultation
  • Designing and creating usable reports
  • Performing variance analysis
  • Building operational & financial forecasts
• Proven ability to identify issues, prepare analysis and design models with limited direction from management.
• Effective verbal, written and analytical skills, allowing for clear communication of information, conveying ideas, influencing change, and providing insights into complex financial data and analysis.
• Demonstrated ability to identify and resolve complex issues.
• Proven ability to use influencing skills to get results through others without direct supervisory authority over these individuals. Experience in leading cross-functional teams is highly desirable.
• Demonstrated strong organizational skills; ability to effectively manage multiple project and priorities.
• Demonstrated high standards of professional integrity and business ethics.

Preferred Skills:

• CPA, ASA, MA, MS, and/or MBA are desirable.
• General knowledge of CUNA Mutual Group's and CPIs products and services.
• 4-7 years of statistical analysis SAS, SPSS, Minitab, Crystal Ball, etc.
• Experience with large data sets, analysis and manipulation.
• Survey/Market Research experience.
• Six Sigma/Lean.

Expires: 2012-05-31