Jobs at Global Atlantic Financial Group

• Provide product and client cases sales support
• Explain in detail the features, benefits, & advantages of our retirement products

• Support various professionals/teams with regards to organizing meetings, travel plans, expense reports and assisting with other projects and administrative duties as requested.
• Manage multiple calendars, schedule meetings and appointments, and use good judgment to discern what needs to be prioritized so that calendars are consistently up to date.

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.

• Manage multiple calendars on behalf of the Executive Office, schedule meetings and appointments, and use good judgment to discern what needs to be prioritized so that calendars are consistently up to date
• Assisting CEO with the punctual, seamless execution of their daily calendar

• Planning and coordination across source functions for the accounting close, remaining engaged in and providing analysis and control reviews of financial results as they emerge to ensure the accuracy of the legal entity results developed.
• Synthesize and summarize detailed financial data to create meaningful, high-level, result-orien...

• Maintain active relationships with partner Federal Home Loan Banks.
• Monitor the portfolio and pipeline to optimize collateral base.

• Process bi-weekly payroll for all employees, including salary, hourly, and commission-based staff.
• Ensure accurate and timely calculation of wages, overtime, deductions, bonuses, and other compensation elements.

• Training lasts approximately 12 weeks
• Training hours are Monday – Friday, in-office, from 8:30am – 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls.

• Training lasts approximately 12 weeks
• Training hours are Monday – Friday, in-office, from 8:30am – 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls.

• Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
• Conduct regular follow ups with agent, assistant, financial advisor, or back-office support staff on all outstanding requirements within published timeframes.

• Assist with daily publishing and reconciling of cash ledgers for Private Credit Portfolio
• Ensure the accurate and comprehensive processing of loan reference data and loan activity in the Wall Street Office administration system.

• Partner with business stewards/business stake holders on source systems to govern and manage data at system of records/source systems.
• Be a stakeholder and owner on key decisions made at system of records and act as an approving authority to assess risk and impact to downstream consumers and EDH.

• Key part of Individual Markets leadership team helping to collaborate and connect across organization.
• Assist in reimagining the product ideation process by having a deep understanding of asset characteristics and how they could inform annuity benefit and liquidity design in a modern way

• Develop and maintain strong, productive and profitable relationships with distribution partners to significantly capture sales and market share in the IMO annuity channel.
• Partner with the SVP National Accounts, Strategic Partnerships to successfully develop & execute business strategy for assigned accounts in an account-based model.

• Create and distribute monthly/quarterly/ad hoc data analytics, analysis and reporting.
• Collaborate with internal business partners to establish tracking and reporting of escalations of items identified in Complaints received (i.e. make a referral to agent monitoring if applicable)

• Provide guidance to the Sales Team on the process and structure of setting up a new Marketing Organization and their downlines.
• Perform an upfront review of Producer documents, commission and hierarchy structure to ensure all required credentials are in good order.

• Perform monthly and or quarterly closing procedures, reinsurance journal entries, reconciliations, and analyses.
• Develop and maintain standardized reinsurance reports required for monitoring results.

• Work cross functionally to recognize and record complex new real estate acquisitions and dispositions.
• Responsible for the monthly investment and suspense reconciliations primarily for real estate investments. This entails the ledger and TPA statements for various subsidiaries on a GAAP basis, including preparing and reviewing journal entries, account reconciliations and other investment accounting activities.

• New Requests/Builds

Collaborate with Investment Accounting data team on any data needs for reporting.
Define backlog items and requirements/design for IT Data team.
Design and develop reporting solutions to facilitate the Investment Accounting business process that complements the Global Atlantic Data Strategy.
Participate in testing and verification of technical solutions.

• Collaborate with cross-functional teams to design, develop, and deploy LLM driven solutions & machine learning models.
• Work with large-scale data sets, including structured and unstructured data.