administrative assistant (meritain health)

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risk adjustment outreach manager Jobs in Washington

risk adjustment outreach manager

broker-dealer financial risk analyst Jobs in Washington

broker-dealer financial risk analyst

budget analysis, senior analyst Jobs in Washington

budget analysis, senior analyst

budget analyst

broker dealer financial risk analyst

U.S. Securities and Exchange Commission

BROKER-DEALER FINANCIAL RISK ANALYST

TruStage

<div><div>At TruStage, we&rsquo;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&rsquo;s possible. We need you to help us shape what&rsquo;s next. You&rsquo;ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.</div><div></div><div>
Join a team that has received numerous awards for being a top place to work: <div>TruStage awards and recognition</div></div><div></div><div><b>
Job Purpose:</b></div><div></div><div>
This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external broker dealers. Develop and implement strategic plans for business development with investment advisors and help manage the relationship with key managers with external broker dealers.</div><div></div><div>
Employ consultative selling approach to support retail sales activities including increasing sales and market share objectives within an assigned geographic region. This role will help manage day to day activities of designated wholesaler(s); these include setting appointments, developing sales plans, providing marketplace feedback and assisting in the building of market strategies. Utilizes appropriate judgment to allocate financial resources from the assigned territory&rsquo;s business development budget and acts as a catalyst to drive sales growth, build market share and meet necessary sales and asset targets for the TruStage Annuity products. This role will be based outside of the Madison office location.</div><div></div><div>
Account Specialist - Possesses detailed knowledge and/or skill on a specific subject or activity relating to financial industry and TruStage Annuity product wholesaling. Their talents are devoted to a specific business focus, and they can provide guidance, mentorship, technical leadership and training to the team when appropriate. Develops and implements solutions that align with key business strategies and initiatives. Provide public speaking support within various territories. Conducts territory reviews with National Accounts and Broker Dealer relationships. Able to conduct F2F meetings on their own within their territory as needed. Will work to obtain additional industry related licenses, certificates and/or designations.</div><div></div><div>
Territory of coverage is the Pacific Northwest, but includes WA, OR, WY, UT, ID, and MT. Ideal candidate would live in the market or within the Pacific Time Zone.</div><div></div><div><b>
Job Responsibilities:</b></div><div></div><ul><li><div>
This is a focused, business-building position whose accountabilities will be accomplished through developing and expanding advisor relationships, educating, assisting and executing product sales programs and strategies via virtual and face to face channels.</div></li></ul><ul><li><div>
Continuously build, maintain and enhance positive business relationships within investment advisors offering CM Annuity products, serving as a resource for sales support for an assigned distribution channel and/or territory. Provide outbound support, including advising on the availability and appropriate use of CM Annuity products, literature and sales tools. Help develop and share ideas with investment advisors that increases sales; educate advisors on new product releases and enhancements; communicate economic and industry data relevant to the use of products; help develop recognition programs and ensure their effective administration. Document field contact through established contact management tools, utilizing contact data to enhance the level of field support and improve decision-making.</div></li></ul><ul><li><div>
Provide support, including answering product questions; following up on requests for information and proposals; support product education; and providing timely responses to problems encountered in the field. Serve as a troubleshooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution.</div></li></ul><ul><li><div>
As needed, provide marketing support for advisors through periodic participation in field schools, training meetings, and sales conventions. Help design and deliver product sessions and marketing presentations; participate in product marketing booths at conventions or trade shows; and demonstrate product sales tools and concepts at meetings. Develop strong relationships with field management, home office service, marketing, and investment advisory staff, as well as employees from various business areas, working to ensure effective communication between all parties.</div></li></ul><ul><li><div>
Provide proactive sales and marketing support to one or more Regional Vice Presidents, Wholesalers and/or product marketers. This support includes partnering in the development and execution of marketing plans; allocating funding for business development programs; providing sales strategies; implementing sales call procedures; provide product education and developing recognition campaigns for face-to-face representatives. Follow up on requests for information from product managers or marketers and analyze internal business information; industry and economic data; and competitive information, utilizing that data to provide effective marketing support. In conjunction with the sales directors and product marketers, provide marketing support for project efforts, including development of new products or product enhancements, related training material revisions and product promotional efforts, and introduction campaigns.</div></li></ul><ul><li><div>
Maintain and build strong product knowledge, including any related economic, industry and competitor&rsquo;s information. Build and maintain strong knowledge of the entire CM Annuities product portfolio. Maintain a solid understanding of back-office processes for the investment advisor, broker/dealer operations, and the service areas, as well as a working knowledge of associated vendor relationships.</div></li></ul><div></div><div>
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.</div><div></div><div><b>
Job Requirements:</b></div><div><i>
List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.</i></div><ul><li><div>
Bachelor's degree in Business, Finance or equivalent trade off in professional work experience.</div></li><li><div>
3-5 years of sales, marketing or customer service experience in the financial industry.</div></li><li><div>
Strong knowledge of investment and/or insurance products.</div></li><li><div>
Demonstrated sales &amp; marketing knowledge of annuities and variable products, and their appropriate applications within the context of a needs-based sales process.</div></li><li><div>
FINRA Securities Industry Essentials Examination, Series 6 or 7 and 63 licenses required. Life and Variable Licenses required.</div></li><li><div>
Industry designations a plus (CPA, CFA, ChFC, CLU, etc.)</div></li><li><div>
Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and face to face skills</div></li><li><div>
Exercise sound judgment and solid decision making for allocating company resources for business development.</div></li><li><div>
Highly motivated and able to work independently and perform under pressure. Proven ability to grow a sales territory.</div></li><li><div>
Ability and desire to spend significant portion of job developing relationships virtually and over the phone.</div></li><li><div>
Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills.</div></li><li><div>
Working knowledge of office automation tools; experience with contact management tools a plus.</div></li><li><div>
Ability to travel up to 30%.</div></li></ul><div>
#LI-EG</div><div></div><div>
If you&rsquo;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.</div><div></div><div>
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.</div><div></div><div><b><br>
Base Salary Range:</b></div>
$48,800.00 - $81,300.00<div></div><div><br>
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 &ldquo;life happens,&rdquo; you can focus on what&rsquo;s most important.</div><div></div><div><b>
Accommodation request</b></div><div>
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the <div>accessibility</div> department.</div></div><div></div>

Annuities Internal Wholesaler - Pac NW (WA,OR,WY,UT,ID,MT)

PETADATA

<div>
 Position: Business Analyst with Financial Domain exp
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 Location: Washington, DC (Onsite)
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 Experience: 13+ Years
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 Work type: C 2 C
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 Visa: CITIZEN, H1B
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 <strong>
  PETADATA
 </strong>
 is currently hiring a Business Analyst for one of their clients.
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  Roles &amp; Responsibilities
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 </strong>
 <ul>
  <li>
   Collaborate with finance stakeholders to gather, analyze, and document business requirements related to financial systems and processes.
  </li>
  <li>
   Conduct detailed requirement analysis including BRD, FRD, use cases, process flows, and gap analysis.
  </li>
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   Work closely with Accounting, Treasury, FP&amp;A, and Risk teams to understand functional needs.
  </li>
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   Analyze financial data and prepare reports to support strategic decision-making.
  </li>
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   Translate business requirements into functional specifications for technical teams.
  </li>
  <li>
   Support implementation and enhancement of financial systems such as ERP, billing, reporting, and compliance platforms.
  </li>
  <li>
   Perform impact analysis for regulatory and compliance changes (e.g., SOX, GAAP, IFRS).
  </li>
  <li>
   Facilitate UAT (User Acceptance Testing), prepare test cases, and ensure successful deployment.
  </li>
  <li>
   Identify process improvement opportunities and recommend automation solutions.
  </li>
  <li>
   Act as a liaison between business users and IT teams to ensure timely project delivery.
  </li>
  <li>
   Provide post-implementation support and assist in issue resolution.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Qualifications
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  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Accounting, Business Administration, or related field.
  </li>
  <li>
   5+ years of experience as a Business Analyst with strong exposure to the Finance domain.
  </li>
  <li>
   In-depth knowledge of financial processes such as Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), Budgeting, Forecasting, and Financial Reporting.
  </li>
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   Strong understanding of financial compliance standards (GAAP, IFRS, SOX).
  </li>
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   Experience working with ERP systems such as SAP, Oracle, or similar financial platforms.
  </li>
  <li>
   Proficiency in MS Excel, SQL, and reporting/BI tools (e.g., Power BI, Tableau).
  </li>
  <li>
   Strong analytical, problem-solving, and documentation skills.
  </li>
  <li>
   Experience in Agile and/or Waterfall methodologies.
  </li>
  <li>
   Excellent communication and stakeholder management skills.
  </li>
  <li>
   Ability to manage multiple projects and meet deadlines in a fast-paced environment.
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  </li>
 </ul>
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  Educational Qualification
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 Bachelor's/Master's degree in Computer Science, Engineering, or a related field.
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 We offer a professional work environment and are given every opportunity to grow in the Information technology world.
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  Note
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 Candidates must attend Phone/Video Call / In-person interviews, and after the Selection, the candidate (He/She) should go through all background checks on Education and Experience.
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 Please email your resume to keshini@petadata.co / jhansib@petadata.co
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  Contact No.: 510-279-6980
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  510-279-6667
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 After carefully reviewing your experience and skills one of our HR team members will contact you on the next steps.
</div>


Business Analyst

Mayvin, Inc.

<div>
 Mayvin is seeking a Program Analyst I to provide comprehensive administrative, analytical, and operational support to the U.S. Marshals Service Capitol Regional Fugitive Task Force. The Program Analyst will contribute to the efficient execution of task force operations by managing documentation, coordinating program activities, and performing other duties as assigned. Must be a U.S. Citizen. Must undergo a Background Investigation (BI) Responsibilities :
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 <ul>
  <li>
   Gather and organize information from various sources such as records, computer files, previous studies, interviews, and accountable property
  </li>
  <li>
   Review and analyze submitted documents for completeness and accuracy, including reviewing various invoices and financial records related to fund transfers
  </li>
  <li>
   Collaborate in groups or teams on special projects to achieve program goals
  </li>
  <li>
   Communicate via telephone and/or e-mail with high-level officials throughout the agency, as well as other contract affiliates, and prepare correspondence related to program issues for higher-level signatures
  </li>
  <li>
   Developing and maintaining logs and databases to monitor financial and budgetary program activities
  </li>
 </ul>
</div>


Program Analyst I with Security Clearance

TD International

<div><p><b>About TDI</b></p>
<p>
TDI, founded in 1999, is a strategic advisory and risk intelligence firm dedicated to helping multinational organizations navigate commercial, regulatory, and reputational risks. We provide actionable insights and a decisive information advantage through our advisory services, due diligence, investigations, and advanced analytics. Leveraging our unique expertise in commercial, intelligence, and technology domains, we empower clients to make informed decisions in complex environments.</p>
<p>
TDI is currently seeking a <b>Korean-Language Analyst, DD&amp;I</b> to join our Due Diligence and Investigations (DD&amp;I) practice in Washington, D.C. The successful candidate is expected to comprehend complex global issues in various industries quickly while conducting detailed investigative research and analysis to identify and understand commercial, regulatory, and reputational risks. The candidate is also expected to be proficient in Korean and have professional or academic experience related to Korea, China, Taiwan, or East Asia.</p>
<p><b>
Job Responsibilities
</b></p><p>The <b>Korean-Language Analyst, DD&amp;I</b> will have the following responsibilities:</p>
<ul>
<li>Conduct detailed research on entities and/or individuals of interest, particularly in Korea and the broader Asia-Pacific region.</li>
<li>Understand specific client requests and produce custom risk-analytic reports.</li>
<li>Task and manage external sources as required.</li>
<li>Review open source or records-based due diligence reports to ensure client readiness.</li>
<li>Mentor and train junior research staff members as needed.</li>
<li>Process and store sensitive information, including PII, in accordance with Information Management System policies.</li>
<li>Promptly report potential security incidents to the Information Technology team.</li>
</ul>
<p><b>Key TDI Values
</b></p><p>At TDI, we uphold these core values:</p>
<ul>
<li>Client Focus: You respond urgently and effectively to client needs, placing their interests and long-term trust above all.</li>
<li>Impact: You deliver exceptional results through organized and decisive actions, consistently exceeding expectations.</li>
<li>Teamwork: You collaborate openly and respectfully, supporting team members to achieve shared goals on time and to high standards.</li>
</ul>
<p><b>Qualifications
</b></p><p>The ideal candidate for the <b>Korean-Language Analyst, DD&amp;I</b> position will possess the following:</p>
<ul>
<li><b>Education:</b> Bachelor's or Master's degree in international relations, political science, regional studies, criminal justice, business, or related area of study.</li>
<li><b>Experience: </b>At least 2-5 years of relevant professional experience. Prior experience conducting due diligence research and investigations, or professional experience in emerging or frontier markets is a plus. Experience or expertise in the area of OSINT, SOCMINT, or fraud preferable.</li>
<li><b>Skills:</b>
<ul><li>Outstanding English-language writing, research, and analytical abilities, with the capacity to distill complex information concisely.</li>
<li>Exceptional attention to detail.</li>
<li>Demonstrated client focus and a solutions-oriented mindset.</li>
<li>Excellent time management and the ability to handle multiple priorities under tight deadlines.</li>
<li>Strong interpersonal and project management skills.</li>
<li>Ability to review and refine team outputs effectively.</li>
<li>Creative problem-solving abilities with exceptional reading, writing, and analytical skills; candidates will be asked to complete a diagnostic test to this effect.</li>
<li>Professional proficiency in Korean.</li>
<li>Professional fluency in English required.</li>
</ul>
</li></ul><p><b>Location</b>: Washington, DC | Monday - Friday 9am &ndash; 6pm (in-person)</p>
<p><b>
Compensation</b>: $60,000 &ndash; $65,000 annualized</p>
<p><b>
Assessment: </b>Candidates selected for the next stage will be invited to complete a role-specific assessment. This helps us ensure a fair and consistent evaluation for all applicants.</p>
<p><b>
Compensation determinations are influenced by many factors, including knowledge, skills, attributes, experience, training, licenses, certifications, location, travel requirements and other business and organizational needs.</b> For more details about our comprehensive benefits package, please visit our Benefits page.</p>
<p><b>
Additional Information</b>:</p>
<p>
Applicants must be authorized to work for any employer in the U.S. TDI is unable to sponsor or take over sponsorship of an employment visa at this time.</p>
<p><b>
Equal Opportunity Employment</b>:</p>
<p><i>
TDI is committed to providing equal opportunity employment. All applicants will receive consideration without regard to gender, gender identity, race, religion, national origin, ethnicity, sexual orientation, marital status, veteran status, age, disability, or any other legally protected status under applicable law.</i></p></div><p></p>

Korean-Language Analyst, Due Diligence & Investigations

Capitaltechsolutions

<p><b>TITLE: </b>Ora Prod/Fun Spec - P2P</p><p><b>LOCATION: </b>Washington, DC/ Hybrid</p><p><b>Employment type:</b> Contract w2/1099/C2C</p><p><b>MINIMUM EDUCATION:</b> Bachelor&rsquo;s degree in IT, related field, or equivalent experience.</p><p><b>REQUIRED EXPERIENCE: </b>12 years</p><p><b>INTERVIEWS:</b> Webcam Only</p><p><b>Job Description: </b></p><p>The client is looking for a person who has 12 years of experience as an Oracle Cloud ERP Functional Specialist - P2P.</p><p><b>Employment type:</b> Contract w2/1099/C2C</p><p><b>Complete Description:</b></p><p>The business system analyst is responsible for solving business problems, business architecture, process optimization, business rules, business cases, business requirements, organizational change (communications), and UAT. 12+ years of experience. Formulates and defines systems scope and objectives based on user needs and a thorough understanding of business systems and industry requirements.</p><ul><li>The role of the business system analysis is to understand and document current business procedures and identify areas for improvement. This person will provide hands-on business process requirements analysis in support of Oracle Cloud ERP and related applications.</li><li>In collaboration with internal departments and external resources, plans, designs and implements financial systems solutions. A thorough understanding of the current state of the organization is necessary prior to recommending changes related to implementing a new business solution.</li><li>Under general supervision, formulate and define system scope and objectives through research</li><li>The business systems analyst is responsible for the knowledge transfer of business requirements to the application developers.</li><li>The business analyst shall be able to make cogent arguments recommending a course of action</li><li>The business analyst needs to scour through enormous amounts of information in the business area they support to find the salient points.</li><li>New business patterns happen all the time and detecting them can provide a significant advantage. The business analyst shall be able to identify and address the change in the business process</li><li>The business analyst shall understand the variety of standard ideas and methods for requirements gathering and translate what the business wants into IT requirements and functional design specifications</li><li>The business analyst shall be able to create trust between Business and IT teams.</li><li>The business analyst shall assist in identifying and implementing various software solutions</li><li>The business analyst shall provide application support for business users</li><li>The business analyst shall have the ability to write conversion, interface, reports and extension functional design specification</li><li>The business analyst shall have experience supporting data cleanup, data conversion and reconciliation activities</li><li>The business analyst shall have experience supporting month-end and year-end activities, including reconciliation</li><li>The business analyst shall be able to review design specifications developed by other analysts and provide feedback on design documents.</li><li>The business analyst shall be able to write white papers and solution recommendations as needed</li><li>The business analyst shall be able to support testing and conduct training</li><li>Formulates and defines systems scope and objectives based on user needs and a thorough understanding of business systems and industry requirements</li><li>Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operation time, and form of desired results</li><li>Includes analysis of business and user needs, documentation of requirements, and translation into proper system requirements specifications.</li></ul><p><b>Skills:</b></p><ul><li>Business Analyst experience. <b>Required 12 Years </b></li><li>Software Development Lifecycle experience. <b>Required 12 Years </b></li><li>Requirements gathering and documentation experience. <b>Required 12 Years</b></li><li>MS Visio/Word/Excel/PowerPoint experience. <b>Required 12 Years</b></li><li>Oracle Financials EBS/Cloud Suite experience. <b>Required 12 Years</b></li><li>Experience working as an Oracle Functional Subject Matter Expert/SME in Procure to Pay Process Area. <b>Required 12 Years </b></li><li>Experience with month-end and year-end close and reconciliation in Procure to Pay Process Area. <b>Required 8 Years </b></li><li>Experience providing production support for Oracle EBS/Cloud Application. <b>Required 8 Years </b></li><li>Experience implementing Oracle ERP Cloud Procure to Pay Process Area. <b>Required 8 Years </b></li><li>Demonstrable expertise within the Oracle Cloud ERP suite. Specific expertise is required within the following modules: Oracle Purchasing and Payables. <b>Required</b></li></ul><p>Experience with Public Sector implementations. <b>Highly desired</b></p><p>Pay: $81.60 - $91.53 per hour</p><p>Work Location: In person</p>

Ora Prod/Fun Spec - P2P

SoftThink Solutions Inc

<div><div><div>Job Title: Business Analyst<br>
 Work Authorization: US Citizen<br>
 Work Location: Onsite - Washington DC<br>
<br>
Job Summary<br>
We are seeking an experienced Business Analyst with over 10+ years of experience in business analysis, requirements management, and stakeholder engagement. The ideal candidate will lead complex initiatives, analyze business processes, and deliver data-driven insights that support strategic decision-making.<br>
This role requires close collaboration with business stakeholders, product owners, and technical teams to define requirements, improve operational efficiency, and ensure successful delivery of business solutions aligned with organizational goals.<br>
<br>
Key Responsibilities<br>
Business Analysis &amp; Strategy<br>
<ul><li>Analyze current business operations and identify opportunities for improvement and innovation.</li><li>Provide strategic recommendations to enhance operational efficiency, productivity, and profitability.</li><li>Translate business requirements into clear functional and technical specifications.</li><li>Support business transformation and digital initiatives.</li></ul>
Stakeholder Management<br>
<ul><li>Act as a liaison between business teams, product owners, and development teams.</li><li>Facilitate stakeholder workshops, meetings, and requirement gathering sessions.</li><li>Manage stakeholder expectations and resolve requirement conflicts.</li><li>Ensure alignment between business objectives and technology solutions.</li></ul>
Process Improvement<br>
<ul><li>Evaluate existing business processes and workflows to identify gaps and inefficiencies.</li><li>Recommend improvements using process modeling and business analysis techniques.</li><li>Implement best practices for business process optimization and automation.</li></ul>
Data Analysis &amp; Reporting<br>
<ul><li>Analyze large datasets to identify trends, risks, and improvement opportunities.</li><li>Develop dashboards and reports to support leadership and operational decision-making.</li><li>Present analytical insights and recommendations to senior management.</li></ul><br>
Technical Skills<br>
<ul><li>Advanced data analysis and reporting</li><li>Strong expertise in SQL and Microsoft Excel</li><li>Experience with Business Intelligence tools such as Power BI and Tableau</li><li>Process modeling tools (Visio, Lucidchart)</li><li>Knowledge of Agile / Scrum methodologies</li><li>Understanding of Software Development Life Cycle (SDLC)</li></ul>
Analytical Skills<br>
<ul><li>Business process analysis</li><li>Gap analysis</li><li>Root cause analysis</li><li>Risk and impact analysis</li></ul>
Soft Skills<br>
<ul><li>Excellent communication and presentation skills</li><li>Strong stakeholder management abilities</li><li>Problem-solving and critical thinking</li><li>Leadership and cross-functional team collaboration</li></ul></div></div></div>

Explore 286+ Broker dealer financial risk analyst in Washington this April. Find roles across top companies and apply now to boost your career.

286 broker dealer financial risk analyst jobs In Washington

BROKER-DEALER FINANCIAL RISK ANALYST

Annuities Internal Wholesaler - Pac NW (WA,OR,WY,UT,ID,MT)

Business Analyst

Program Analyst I with Security Clearance

Korean-Language Analyst, Due Diligence & Investigations

Ora Prod/Fun Spec - P2P

Business Analyst