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Manage a team of insurance supervision analysts who conduct reviews of independent licensed insurance agents. Oversee daily operations of the supervision program, including audits, processes, procedures, training, and reporting to mitigate regulatory risks.

The role involves providing high-level administrative support to executive management, preparing confidential documents, managing calendars, scheduling meetings, making travel arrangements, and acting as a liaison between executives and various stakeholders.

The Senior Accountant will analyze financial records, prepare financial reports, lead audits, oversee month-end closing processes, and assist in establishing internal controls while providing guidance to junior team members.

The Financial Operations Contract Analyst will handle daily financial transaction processes, administer contractual terms, and conduct market value assessments. The role includes analyzing deposit and withdrawal trends, processing fee receipts, and maintaining systems for documentation and communication.

As an Intermediate Accountant, you'll perform intermediate accounting tasks with general supervision. Your responsibilities will include accurate recording of accounting transactions, financial report preparation, data analysis, and ensuring adherence to internal controls. You'll also assist in accounting and financial reporting projects as needed, contributing ideas for process success.

Oversee Marketing Analysts and ensure project deliverables are met while managing marketing technology resources. Responsible for implementing marketing technology systems, improving existing processes, and collaborating with cross-functional teams for optimized campaigns and analytics solutions.

The Head of Product and Partner Solutions is responsible for the World Financial Group (WFG) product/portfolio curation, oversight, and governance activities in North America, supporting over 75,000 agents and financial professionals. This role involves managing strategic partner relationships, contractual agreements, and product governance to enhance the agent, client, and advisor experience.