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<p><strong>Director of Strategy Role</strong></p><p><strong>Role Value Proposition: </strong></p><p>Take part in defining the future of National Life Group. As part of leadership, drive strategic analyses in support of decision making. Interact with top leaders in the organization. Create opportunities for National Life and your own career.</p><p><strong>Key Responsibilities: </strong></p><p>Reporting to the VP Strategy and Business Transformation, the National Life Director of Strategy Role&nbsp;will be part of an internal team responsible for supporting the creation, communication, and continuous development of National Life Group’s business strategy, market development and business transformation.&nbsp;</p><p>SCOPE</p><ul><li>Influence business unit as well as company’s direction, policy and strategy, contributing to the development of strategies and action plans to drive NLG along a transformational path</li><li>Lead cross-functional strategic projects or initiatives, bringing together teams to deliver meaningful business impact, and managing day-to-day aspects of the effort</li><li>Exhibit a high degree of independence, assisting upper management in generating ideas for future strategy</li><li>Identify, analyze and prioritize potential new business opportunities for the company including potential new markets, distribution, business models and acquisitions. Develop analyses and formal business cases</li><li>Track developments in the industry as well as other industries that may intersect with us, connect these insights to business activities, decisions, and relevant partners</li></ul><p>SKILLS</p><ul><li>Recognized as a strategic thinker who models this behavior for the organization, bringing both long-term visionary thinking as well as near-term strategic decision-making capabilities</li><li>Self-taught, curious, and iterative learner with the ability to quickly synthesize and teach complex topics to diverse audiences</li><li>Anticipate, analyze and solve complex problems facing our business, developing thoughtful and creative solutions that transition smoothly into effective execution</li><li>Facilitation of workshops and discussions to bring alignment among key stakeholders, including Executive Management Team, on topics of critical importance</li><li>Polished and effective communication skills, adaptable to diverse audiences including senior executives</li><li>Comfortable with ambiguity, bringing order and clarity to complexity for projects and teams</li><li>Influence up, down, and sideways in the organization without formal authority</li><li>Build and maintain relationships across all areas of the company, staying connected with key stakeholders and business developments</li></ul><p>DELIVERABLES</p><ul><li>Strategies and action plans for the enterprise and business units</li><li>Design or adapt methodologies, frameworks and processes to address complex problems, teaching them to key stakeholders</li><li>Coaching and guidance for our enterprise partners (including Executive Management Team and Strategy and Business Transformation peers) on strategic thinking and execution</li></ul><p><strong>Essential Business Experience and Education:</strong></p><ul><li>The successful candidate will have an MBA plus 3-5 years relevant experience, ideally with exposure to L&amp;A or financial services. Additional relevant experience may substitute for an MBA.</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Director, Business Strategy

<p><strong>Portfolio Manager </strong></p><p>Reporting to the PMO Vice President, the Portfolio Manager will play a key role as an advocate and partner with the business and technology teams to develop an integrated view of the enterprise portfolio of projects that deliver strategic advantages to meet growth and operational efficiency objectives.&nbsp;&nbsp;</p><p>The candidate will have broad solution delivery experience and will apply wide-ranging skills in methodologies such as business process re-engineering, full project lifecycle management (including iterative, waterfall, and agile), financial management, technology acumen, and integrating business strategy into delivery.&nbsp; The candidate will partner closely with the business and technology teams to develop an integrated view of the enterprise; this work will link business and technology concepts to deliver value to National Life.&nbsp; The right candidate will be a self-starter with an entrepreneurial mindset to challenge the status quo to create value for the enterprise through innovative ideas, intellectual debate, and collaboration with teams for successful project delivery.&nbsp; The candidate will have executive presence and will be a “roll up the sleeves” individual to be personally engage in the work of the project team, paying attention to details while modeling NLG’s Servant Leadership Tenets.&nbsp;</p><p><strong>Project &amp; Portfolio Management Responsibilities</strong></p><ul><li>Partner with PMO leaders to ensure compliance to established project management processes and technology processes; Perform analysis of non-compliances and identify improvement opportunities</li><li>Create project and portfolio definitions/charters for overall delivery that include alignment to strategy, business benefits, financials, technology design and overall value creation for the enterprise</li><li>Work with the business and technology teams to assess current capabilities and identify high-level requirements</li><li>Translate internal client needs into actionable value by being a key member of the team that creates ideas converts ideas into realistic and well-orchestrated project plans</li><li>Collaborate with PMO leaders to optimize resource planning, resource acquisition and utilization of both employees and contractors</li><li>Provide governance, reporting and oversight for the portfolio to all stakeholders and teams to ensure project goals are accomplished within approved timeframe, scope, and budget</li><li>Use data effectively and accurately to manage the portfolio for resources, timeframe, and scope as well as risks and limitations</li><li>Be metrics driven and improve delivery benchmarks year over year. Responsible for measuring quality, timeliness and benefits realized across delivery of all projects in the portfolio</li></ul><p><strong>Leadership, Collaboration &amp; Communication Responsibilities</strong></p><ul><li>Demonstrate command of the portfolio by maintaining detailed knowledge of the portfolio at all times and being prepared to talk about value, financials and progress with short notice or ad-hoc for various audiences, including Executive Leadership</li><li>Diligently manage to the vision of the portfolio reminding all stakeholders of deviations from the goal and being able to have the foresight to see the “unknown” within the portfolio by connecting the dots, anticipating risks, and not leaving things to chance</li><li>Demonstrate ability to “sell” initiatives; Understand what motivates key stakeholders, listen to their concerns, and address them effectively using influence</li><li>Demonstrate ability to manage and reduce conflict; provide a calming force to project teams</li><li>Invited by the project team / key business stakeholders to participate and advise on important project decisions</li><li>Work closely with the technology team and PMO Team to understand, communicate and effectively manage the connections between business and technology within the portfolio</li><li>Develop and maintain strong relationships with the technology, business partners and key stakeholders especially the executive sponsors of initiatives</li><li>Accountable to ensure all stakeholders needed for the projects and the portfolio overall are informed and are a part of key decisions</li><li>Promote the understanding of project management importance and be a brand ambassador for the project delivery team</li></ul><p><strong>Team Development</strong></p><ul><li>Responsible for mentoring project teams and providing real time feedback</li><li>Accountable for the performance of projects within their portfolio</li><li>Mentor team members in the development of business analysis and project management disciplines, applying industry best practices/standards for continuous improvement</li><li>Work with PMO team to set annual performance objectives and actively communicate progress against those goals. Ensure every member of the team has a comprehensive individual development plan</li></ul><p><strong>Job Requirements </strong></p><ul><li>PMP certification is required</li><li>10 plus years of relevant work experience, with a specific emphasis on strategic solution delivery</li><li>Experience managing programs with budgets of $10+ million</li><li>Master’s degree in Strategy, Finance, Technology or Operations</li><li>Certifications on Life Insurance, Annuities and Retirements from organizations widely recognized within the industry such as LOMA, ACU, AAPA are preferable</li><li>Executive presence with excellent communication skills</li><li>Knowledge of operations functions within life insurance or annuity business is preferred</li><li>In-depth knowledge of technology terms and technical knowledge to interface with IT teams</li><li>Financial acumen is required to report on budgets for large portfolios</li><li>Understanding of industry trends &amp; regulations to ensure accurate governance of projects and financial reporting</li><li>Understanding of Business/IT projects to help in prioritizing certain initiatives over others</li><li>Ability to view short and long-term impacts of different options and make decisions based on cost-benefit analysis, financial judgement, business acumen and experience</li><li>Ability to forecast resource and financial trends based on prevailing environmental conditions</li><li>Ability to anticipate, understand and communicate risks as well as manage change in a way that it minimizes anxiety in the team and any losses for the company/business unit</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Director, Portfolio Management

<p><strong>Director, Finance Applications Development</strong></p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>Our mission is to revolutionize the way our business manages financial data, and we need a visionary Technical Lead to spearhead our General Ledger application transformation. If you’re passionate about technology, have a knack for partnering with business leadership and enjoy working in dynamic environments, we want you on our team!</p><p>The Director, Finance Applications Development partners with other IT resources and the CFO business team to optimize technology outcomes. Success for the Technical Lead starts with building and maintaining strong relationships with all other counterparties. A deep understanding of business and IT processes supports proposing and driving changes that deliver value for business partners at National Life Group. This role involves leading a team, collaborating with IT and finance departments, and ensuring that the GL system supports accurate financial reporting and compliance.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li><strong>Technical Support:</strong> Provide advanced technical support for complex issues, working closely with vendors and internal teams to resolve problems and implement solutions.</li><li><strong>Data Integrity:</strong> Ensure the accuracy and integrity of financial data within the GL system, overseeing data management processes, reconciliation, and validation.</li><li><strong>Compliance &amp; Security:</strong> Ensure the GL system adheres to accounting standards, regulatory requirements, and internal controls. Manage system security and user access controls.</li><li><strong>System Management:</strong> Oversee the configuration, maintenance, and integration of the General Ledger system, ensuring it operates efficiently and aligns with organizational requirements.</li><li><strong>Data Analysis:</strong> Perform well-documented and repeatable data analysis using a variety of tools, including Excel, SQL, Python, Alteryx, Tableau and others.</li><li><strong>Documentation:</strong> Document processes and current state system information in a standardized and consumable format.</li><li><strong>Stakeholder management &amp; collaboration:</strong> Work with business stakeholders to ensure solutions satisfy business requirements and are of the highest quality. Utilize strong emotional and social intelligence to build relationships across the enterprise. Communicate effectively, and with an appropriate level of detail, to business and IT resources.</li><li><strong>Flexibility:</strong> Work with limited direction, usually within a complex environment, contributing to operational and transformational efforts.</li><li><strong>Core Work Days: </strong>This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Bachelor’s degree, preferred in Computer Science or an analytical discipline, or relevant work experience.</li></ul><ul><li>5+ years of hands-on IT applications</li><li>3+ years data analysis experience</li><li>3-5 years of experience in managing General Ledger systems or financial software</li><li>Experience with MS Dynamics or Lawson.</li></ul><p><strong>Preferred Qualifications &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </strong></p><ul><li>Experience in accounting.</li><li>Experience with actuarial and/or financial systems.</li><li>Experience in insurance, particularly Life &amp; Annuity.</li><li>Strong background in technical management.</li></ul><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p>#LI-CS<br>#LI-Hybrid</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Director, Finance Applications Development

<p><strong>Director, Product Development Operational Readiness </strong></p><p></p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p></p><p><strong>Role Summary</strong></p><p>The Director, Product Development Operational Readiness is a member of the Business Architecture team reporting to the VP – Business Architecture &amp; Transformation.&nbsp; The team is responsible for assessing operational impacts of new product/feature development partnering with business SMEs, and a large cross section of stakeholders, to ensure product specifications are translated into actionable plans for effective execution. &nbsp;</p><p>The work begins with an end-to-end assessment of value stream impacts, business capabilities and process diagrams that support the product throughout its lifecycle and is responsible for solutioning identified gaps by carefully weighing trade-offs and gaining buy-in from stakeholders. &nbsp;Solutions may involve process re-engineering and/or technology.</p><p>The development, testing and implementation of technical solutions will be supported by other members of the Business Architecture team. The goal is to perform sufficient due diligence upfront to ensure successful product launches and seamless integration into operational processes.</p><p><strong>Essential Duties and Responsibilities</strong></p><ul><li>Leads cross-functional discovery phase to translate product specifications into capabilities and processes across the value stream</li><li>Safeguard the integrity of the operating model by aligning product design with operational capabilities and processes</li><li>Drive resolution for identified gaps by collaborating across functional areas to propose solutions and analyze trade-offs while leveraging data to facilitate decision making</li><li>Collaborate with stakeholders to gain buy-in on recommended course of action and present recommendations to senior leadership</li><li>Design, implement &amp; maintain processes and tools supporting new product development (e.g. standard set of artifacts to document the assessment, central repository for reference, layers of review &amp; sign off required, escalation paths, prioritization tactics etc.)</li><li>Build and lead a team of process engineers, setting performance targets, monitoring progress against the target, and providing support and guidance aligned to individual abilities</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Bachelor’s degree in Business, Operations Management, Information Technology or related fields.</li><li>7+ years of life or annuity experience driving operational effectiveness in complex, cross-functional organizations.</li><li>Significant experience in leading and implementing large organizational projects.</li><li>Enterprise view of the business with an understanding of strategy, operating models, business processes, business capabilities and enabling technology.</li><li>Ability to assimilate disconnected documentation and visualizations and articulate their relevance to problem solving.</li><li>Recognize and mitigate dependencies and risks.</li><li>Lead through influence across all levels of the organization in ambiguous, complex and evolving situations</li><li>Build trusted relationships with stakeholders, supplier partners and internal partners</li></ul><p></p><p></p><p><strong>Preferred Qualifications </strong></p><ul><li>PMP certification</li><li>CBPP certification</li></ul><p></p><p><strong>Core Work Days</strong></p><p>This position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</p><p></p><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Director, Product Development Operational Readiness

<p><strong>Associate Director, Annuity New Business Services</strong></p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>We are seeking a dynamic and experienced leader to join our team as the Associate Director of Annuities New Business. This leadership position is of utmost importance in leading and developing the Case Managers responsible for our Individual business within Annuity New Business. The Associate Director will be pivotal in overseeing production for multiple sites, ensuring efficient and high-quality service delivery.</p><p><strong>Essential Duties and Responsibilities</strong></p><p><strong>Strategic Leadership and Team Management:</strong></p><ul><li>Lead, mentor, and manage Case Managers, across multiple sites, ensuring efficient processing of Annuity New Business.</li><li>Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.</li><li>Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.</li><li>Provide regular feedback and coaching to team members, supporting their professional development.</li><li>Cultivate a team environment that fully embraces and promotes our core values and culture.</li></ul><p><strong>Advanced Operational Oversight:</strong></p><ul><li>Oversee and optimize production activities for multiple production sites, maintaining superior service standards.</li><li>Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.</li><li>Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.</li></ul><p><strong>Expert Quality Assurance:</strong></p><ul><li>Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.</li></ul><ul><li>Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.</li><li>Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.</li></ul><p><strong>Performance Monitoring and Reporting:</strong></p><ul><li>Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.</li></ul><p><strong>Exceptional Customer Service Excellence:</strong></p><ul><li>Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.</li><li>Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.</li></ul><p><strong>Core Workdays</strong></p><ul><li>This position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Bachelor’s degree in business, Operations Management, or related fields.</li><li>5+ years of experience in Annuity Operations, Financial Services or related fields.&nbsp;</li><li>Minimum of 5 years leadership experience.</li><li>Strong leadership skills with experience managing diverse teams.</li><li>Strong financial and business acumen.</li><li>Strong problem-solving and critical-thinking abilities.</li><li>Excellent organizational skills and attention to detail.</li><li>Ability to drive continuous improvement and enhance service delivery.</li><li>Strong interpersonal and communication skills.</li><li>Ability to pass a background check.</li></ul><p><strong>Preferred Qualifications </strong></p><ul><li>Master’s degree in business administration, Operations Management or related fields</li></ul><p></p><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Director, Annuity New Business

<p><strong>Associate Director, Life New Business Operations</strong></p><p><strong>Company Summary </strong></p><p>Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: <strong>Do Good. Be Good. Make Good. </strong></p><p>Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.</p><p>We invite you to explore what we have to offer and to join our cause.</p><p><strong>Role Summary</strong></p><p>We are seeking a dynamic and experienced leader to join our team as the Associate Director of Life New Business. This leadership position is of utmost importance in leading and developing Team Managers and Case Managers responsible for the initial review, case management and transfers for our Individual business within Life New Business. The Associate Director will be pivotal in overseeing production for multiple sites, including remote employees if applicable, and ensuring efficient and high-quality service delivery.</p><p><strong>Essential Duties and Responsibilities</strong></p><p><strong>Strategic Leadership and Team Management:</strong></p><ul><li>Lead, mentor, and manage Team Managers, Case Managers and transfer representatives, across multiple sites, ensuring efficient processing of Life New Business.</li><li>Develop and implement strategic individual and team goals that align with broader departmental and organizational objectives.</li><li>Foster a culture of excellence and high performance by providing advanced coaching and development opportunities to team members.</li><li>Provide regular feedback and coaching to team members, supporting their professional development.</li><li>Cultivate a team environment that fully embraces and promotes our core values and culture.</li></ul><p><strong>Advanced Operational Oversight:</strong></p><ul><li>Oversee and optimize production activities for multiple production sites, maintaining superior service standards.</li><li>Ensure all processes are not only compliant with company policies and state and federal regulations but also adhere to best industry practices.</li><li>Establish and uphold rigorous productivity and quality standards through comprehensive audits and reviews.</li></ul><p><strong>Expert Quality Assurance:</strong></p><ul><li>Maintain a deep and comprehensive knowledge of our products, services, systems, and business processes to ensure top-tier operational efficiency.</li></ul><ul><li>Proactively collaborate with senior internal teams and external partners to resolve complex issues and continuously enhance service delivery.</li><li>Lead the implementation of innovative processes to significantly improve workflow efficiency and resource utilization.</li></ul><p><strong>Performance Monitoring and Reporting:</strong></p><ul><li>Provide detailed, data-driven updates to executive leadership on production metrics, trends, and outcomes, offering strategic insights and recommendations.</li></ul><p><strong>Exceptional Customer Service Excellence:</strong></p><ul><li>Address high-priority customer and agent inquiries with urgency and efficiency, ensuring their needs are met and exceeded.</li><li>Build and maintain robust relationships with internal stakeholders and key business partners to drive collaborative success.</li></ul><p><strong>Core Workdays</strong></p><ul><li>This position is presently onsite/hybrid with the expectation of being in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion).</li></ul><p><strong>Minimum Qualifications </strong></p><ul><li>Bachelor’s degree in Business, Operations Management, or related fields.</li><li>10+ years of experience in Life/Annuity Operations, Financial Services or related fields.&nbsp;</li><li>Minimum of 5+ years leadership experience.</li><li>Strong leadership skills with experience managing diverse teams.</li><li>Strong financial and business acumen.</li><li>Strong problem-solving and critical-thinking abilities.</li><li>Excellent organizational skills and attention to detail.</li><li>Ability to drive continuous improvement and enhance service delivery.</li><li>Strong interpersonal and communication skills.</li><li>Ability to pass a background check.</li></ul><p><strong>Preferred Qualifications </strong></p><p>Master’s degree in Business Administration, Operations Management or related fields</p><p></p><p><strong>Benefits</strong></p><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><br><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Associate Director, Life New Business

<p><strong>Director - Suitability Review Principal</strong></p><p><strong>Summary</strong></p><p>This position is responsible for suitability review and approval of broker-dealer and investment adviser accounts and transactions.&nbsp; This role analyzes complex securities transactions and handles discussion with the field concerning escalated transactions.&nbsp; This position requires agility, strong knowledge of securities product features and regulatory requirements, business acumen, courage, along with excellent communications skills and a mentality to be a life-long learner.&nbsp;</p><p><strong>Key Responsibilities</strong></p><ul><li>This position is responsible for providing superior service to the Registered Representatives of Equity Services, Inc. (ESI) and their clients.</li><li>Prompt and accurate review of new business cases and subsequent transactions, including annuities, mutual funds, 529s and advisory business.</li><li>In-depth case review and documentation within the established time constraints.</li><li>Provide excellent solutioning when handling sensitive situations regarding case review.</li><li>Systematic review and approval of daily Trade Blotter &amp; similar reports.</li><li>Post transaction follow up to aid in resolution of outstanding items.</li><li>Provide quality internal and external support to help facilitate ease of doing business.</li><li>The individual in this position will be responsible for making presentations and provide suitability training as needed internally and externally.</li><li>Identify process improvements and see through to implementation.</li><li>Create draft field communications.</li></ul><p><strong>Requirements</strong></p><ul><li>5+years experience conducting suitability reviews of broker-dealer &amp; advisory business.</li><li>5 years of Financial Services experience.</li><li>Bachelor’s Degree Required.</li><li>FINRA Series 7, 24 required. Series 53 and 4 a plus.</li><li>Advanced Designation Preferred.</li><li>Complex problem solver who can thrive amidst ambiguity.</li><li>Strong background in customer service with the ability to handle difficult conversations.</li><li>Strong knowledge of annuity products.</li><li>Demonstrated ability to perform quality work in a fast-paced environment, be a team player who can work well with individuals at all levels of the organization.</li><li>Superb interpersonal, time management, communication and organizational skills are also required.</li><li>Think independently and tactfully challenging opinions of others.</li><li>Ability to pass background and fingerprint check.</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-Hybrid</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

ESI, Director Suitability

<p><strong>Director, Compliance (Branch Exams)</strong></p><p><strong>Position Summary</strong></p><p>The Director, Compliance reports to the Deputy Chief Compliance Officer.&nbsp; The responsibilities of this role include leading and developing a team managing and performing branch office examinations, oversee the Firm’s compliance communications, develop and conduct field training, assist with the Firm’s internal controls testing under FINRA Rule 3120 and SEC Rule 206(4)-7 and other projects, as necessary.</p><p>This position requires approximately 30-35% travel.&nbsp; The incumbent may also assist with the development and conduct of other Firm-wide training, as necessary.</p><p>&nbsp;<strong>Essential Duties and Responsibilities</strong></p><ul><li>Support the Firm’s Broker-Dealer and Registered Investment Adviser activities.</li><li>Manage and oversee the examination process for the Firm’s Offices of Supervisory Jurisdiction (OSJ) and detached branches to ensure compliance with regulatory requirements.<ul><li>Provide guidance and leadership to the Firm’s branch examiners.</li><li>Conduct on-site examinations, as needed.</li><li>Provide guidance and training to field branch managers and staff on regulatory requirements and best practices.</li><li>Develop and implement examination procedures and protocols.</li><li>Coordinate and schedule examinations with branch managers and regulatory agencies.</li><li>Review, track, and ensure completion of branch office inspections conducted by OSJ supervisors.</li><li>Review and analyze examination findings and prepare detailed reports for management and regulatory agencies.</li></ul></li><li>Stay updated on changes to securities laws, regulations, and industry trends.</li><li>Demonstrate effective professional writing skills and develop communications that relay Firm policies, regulatory changes/updates, and reminders of Firm policy.</li><li>Other duties, as assigned.</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor's Degree or an equivalent combination of education and experience</li><li>Minimum of 7 years of experience in General Securities Compliance</li><li>Minimum of 5 years of experience in Compliance Auditing</li><li>FINRA Series 7 and 24 required</li></ul><p><strong>Additional Requirements</strong></p><p>Additional securities registrations, including Municipal Securities Series 51 or 53, and Investment Adviser Representative registration are beneficial.&nbsp; State insurance license and insurance industry certifications are also a plus (e.g. CFE, CRCP, IACCP).</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><p>#LI-DO</p><p>#LI-HYBRID</p><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

Director, Compliance (Branch Exams)

<p><strong>Director, Actuarial Technology Lead</strong></p><p><strong>Summary</strong></p><p>This position is a member of our Actuarial Valuation team with core responsibilities for overseeing and guiding IT support by leading and supervising the dedicated IT team responsible for Actuarial Valuation support and managing technology needs by identifying and addressing technology requirements.&nbsp; The role also drives actuarial change management by facilitating lifecycle of actuarial change management initiatives.&nbsp; Lastly this role also provides interdepartmental guidance through offering expert advice on processes and data-driven projects impacting the Actuarial function and fostering collaboration across departments.</p><p></p><p><strong>Role and Responsibilities </strong></p><ul><li>Actuarial Project Management for Production Support and System Maintenance:</li></ul><ul><ul><li>Oversee the actuarial change management lifecycle.</li><li>Prioritize and manage valuation requests and deployment schedules.</li><li>Coordinate testing and implementation of security patches, Operating System upgrades, and other company-wide technology initiatives related to Actuarial functions.</li><li>Monitor and track timely resolution of Actuarial data/system issues.</li><li>Develop and implement disaster recovery and business continuity plans, along with data retention policies/procedures for Actuarial functions.</li></ul></ul><ul><li>Actuarial Change Management:</li></ul><ul><ul><li>Collaborate with IT to implement and maintain code asset change management protocols.</li><li>Ensure segregation of environments (Dev vs. Prod) and formal production promotion protocols.</li><li>Incorporate SQL/DataBricks change management into the Actuarial Change Management process.</li><li>Ensure compliance with company policies and regulatory requirements related to Actuarial Change Management.</li></ul></ul><ul><li>Actuarial Data Management</li></ul><ul><ul><li>Partner with IT to develop and implement data quality controls for accurate and consistent data across systems and platforms.</li><li>Enhance the actuarial data warehouse to support analytics.</li><li>Ensure compliance with regulatory requirements and industry best practices for data management.</li></ul></ul><ul><li>Process Automation:</li></ul><ul><ul><li>Identify opportunities for process improvement and automation to enhance efficiency and accuracy in actuarial operations.</li><li>Provide strategic guidance on the direction of the actuarial platform, including evaluating new tools and technologies for automation.</li></ul></ul><ul><li>Actuarial System/Data Architecture:</li></ul><ul><ul><li>Collaborate with actuarial teams to understand data needs and develop solutions.</li><li>Design, develop, and maintain efficient and scalable actuarial data processing and analytics systems.</li><li>Centralize architecture design responsibilities across all LOBs.</li></ul></ul><ul><li>Technology Liaison:</li></ul><ul><ul><li>Serve as a bridge between actuarial functions and IT, ensuring effective communication and collaboration on technology initiatives.</li><li>Stay informed about IT sanctioned products and software, evaluating their impact on actuarial data processing and analytics.</li></ul></ul><p><strong>Requirements</strong></p><ul><li>Bachelor's degree in Computer Science or equivalent practical experience, with relevant certifications.</li><li>10+ years of progressive experience in the insurance or financial services industries, consistently achieving notable results and advancements.</li><li>Exceptional project management skills, adept at prioritizing and overseeing multiple concurrent projects to meet aggressive deadlines consistently.</li><li>Comprehensive understanding of business and technology aspects of information management, specializing in process automation and transformation.</li><li>Proficiency in database programming languages and data analysis tools, demonstrating strong technical capabilities.</li><li>Proven track record in designing, deploying, and maintaining actuarial and/or financial systems, databases, and analytical capabilities.</li><li>Strong problem-solving abilities, with a logical approach to decision-making and effective resolution of complex issues.</li><li>Familiarity with a wide range of data management and Business Intelligence methodologies, keeping current with the latest tools and trends in the field.</li><li>Demonstrated leadership skills, capable of effectively managing large-scale, complex implementation projects across diverse teams.</li><li>Established ability to build relationships and foster collaboration within cross-functional teams, enhancing overall project success.</li><li>Effective communication skills, with the ability to articulate complex concepts clearly and professionally in both verbal and written forms.</li><li>Experience with Agile (Scrum) and CI/CD (Jenkins/GitHub/Sonar/Artifactory/Ansible) preferred</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

9 Leadership / Executive Board Jobs in Montpelier, VT 05602, USA