So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

Openings

There are currently no openings

Position Summary:
The Annuity Sales Business Consultant is responsible for recruiting independent advisors to CreativeOne.  This position demands self-motivation and a proactive approach to inside sales. 

Duties and Responsibilities include, but are not limited to:

  • Contact, profile and follow up on new leads in the CreativeOne CRM.
  • Speak with independent insurance agents to increase interest in CreativeOne’s carriers/products/tools.
  • Determine which agents are best suited to write contract through CreativeOne and subsequently, enter all profiling information into the CRM.
  • Compose basic annuity illustrations, on an as needed basis.
  • Utilize and understand Annuity Source Pro as a communication resource and tool for carrier/product information.
  • Assist CreativeOne sales teammates with incoming phone calls as needed.
  • Acquire and continually work on cultivating new “leads” for CreativeOne.
  • Comprehensive understanding of internal sales protocol such as: annuity new business, new business exceptions, annuity contracting, supply requests, advertising requests, daily phone coverage.

Critical Skills Sought:

  • Accountable for individual performance and actions.
  • Great relationship builder.
  • Time management and ability to handle multiple tasks in a fast paced environment.
  • A high level of organizational skills, attention to detail and follow through.
  • A professional approach and appearance.
  • Ability to work with a variety of people and personalities.
  • Enthusiastic and coachable attitude.
  • Ability to motivate and encourage.
  • Drive and determination to succeed in a highly competitive industry.
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
  • Strong sales skills.
  • Ability to problem solve and utilize a variety of closing techniques to secure new business.
  • Ability to work independently and work effectively as a member of the team.

Background/Experience:

  • Proficient in Microsoft Office Suite.
  • Ability to obtain Kansas, or Missouri life/health license within six months of employment.
  • Bachelor’s degree preferred.

Position Summary:

The Compliance Specialist will assist the Chief Compliance Officer in keeping our registered investment advisory firm compliant with federal securities laws through establishing and enforcing controls, best practices, and ethical standards. This position will assist in implementing and coordinating the compliance functions throughout ChangePath. The Compliance Specialist will use knowledge and skills obtained through education, specialized training and/or certification to assist the CCO in supervising a comprehensive compliance and oversight program designed to ensure compliance with all applicable regulatory requirements.

 

Duties and Responsibilities include, but are not limited to:

  • Handle compliance operations to support a rapidly growing investment advisory firm
  • Actively engage with regulators, auditors, and third-party due diligence partners, demonstrating deep knowledge of the regulations as they apply to our business, products and services.
  • Enhance and maintain the organizational and record-keeping processes that enable timely and accurate responses to regulatory inquiries and examinations as they arise.
  • Performs periodic reviews of ChangePath books and records.
  • Coordinates the onboarding of new investment adviser representatives (“IARs”), which includes drafting of Form ADV Part 2Bs, Form U-4s, registering said IARs in relevant jurisdictions, and performing background checks of new IARs.
  • Supervision of IARs’ written communications, personal trading, investment recommendations, and other activities.
  • Assist in periodically reviewing, maintaining, updating and testing written compliance policies and procedures for the investment adviser operations, including completion of any associated remediation.
  • Assist in reviewing and periodically updating the continuing education program for all employees, including the Code of Ethics, Compliance Manual, as well as providing mentoring and training for licensed professionals.

Critical Skills Sought:

  • Strong work ethic and hands-on approach.
  • Positive attitude.
  • Adaptability to a frequently evolving work environment.
  • Customer and business-centric and collaborative mindset.
  • Proven ability to communicate effectively at all levels of an organization.
  • Strong organizational skills and confirmed ability to set and meet deadlines in a high paced environment.
  • Advanced analytical skills, including demonstrated experience identifying and quantifying problems and providing effective solutions.
  • Excellent project-management skills, with creative techniques to coordinate across departments and functions.
  • Well-versed in the art of drafting procedures and evaluating internal controls.

Background/Experience:

  • BA/BS required; JD a plus.
  • FINRA licenses 65 or 66 required; series 24 a plus.
  • Minimum of 5 years’ professional experience as a compliance professional at a broker-dealer, investment advisory firm, or state or federal securities office.
  • Deep knowledge of SEC regulations and the Investment Advisers Act of 1940; working knowledge of the Investment Company Act of 1940 a plus.
  • Familiarity with set up and administration of email surveillance tools, such as Smarsh, as well as cybersecurity and malware tools like Proofpoint

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

 

Position Summary:

Responsible for email migration, hosting, and ongoing administration of onboarded remote ChangePath contractors. Provides day-to- day workstation support needs for ChangePath and Creative One contractors, clients, and internal employees. Configure/install/troubleshoot various software, email, firewall, cybersecurity, and network issues. Must possess excellent customer service skills and work with a variety of skill levels. Identify and recommend new desktop technologies and related hardware/software to improve the overall computing environment. Provide detailed support for Smarsh, Microsoft Outlook, and Proofpoint software and other mission critical applications.

Duties and Responsibilities include, but are not limited to:

Email Support and Workstation Analyst

  • Setup, migration, and ongoing administration of email hosting and surveillance
  • Responsible for ongoing cybersecurity maintenance and updates as new threats arise or are identified
  • Provide courteous & prompt technical support to users on various workstations and operating systems
  • Setup, configure, and install new end-user hardware
  • Strong desktop & peripheral knowledge for troubleshooting email configuration and hosting and other related tasks
  • Maintain and update ChangePath’s cybersecurity catalogs, inventories, and rosters of equipment and authorized users.
  • Develop virtual and in-person Cybersecurity trainings for ChangePath remote independent contractors.
  • Rotate computing assets in a manner consistent with job function to maximize asset use & re-use.
  • Utilize basic network skills to help solve workstation issues
  • Navigate and obtain information from the Internet relevant to tasks and accountabilities assigned.
  • Proficient at common software to provide support to end-users
  • Extensive Office Product Knowledge, familiar with current versions of desktop OS and business productivity suites, with a focus on Outlook 

Project Administration:

  • Estimate appropriate project deliverables as requested
  • Accurately determine resource requirements for a particular project/task
  • Attend team meetings, conference calls, etc
  • Work with 3rd party IT vendors to obtain tools/utilities/support

Qualifications:

Minimum 1 year experience supporting PCs, email hosting/migration, and Microsoft Outlook email suite, *or* 2yr associates degree education in computer related coursework. Combinations of experience and formal schooling will be considered. MUST possess excellent customer service skills. Very familiar with Microsoft operating systems and business productivity tools. Ability to configure, install, or swap various IT hardware. Familiar with software installation procedures and email migration. Must be Internet savvy. Experience supporting peripheral devices such as printers, scanners, network attached devices, USB, CD-ROM, etc. Certification in any Microsoft products preferred. Working knowledge of relational databases.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

 

Position Summary:

The Operations Specialist is responsible for assisting our advisors and their staff with account and paperwork issues as they arise. The Operations Specialist will also provide both technical and educational trainings along with offering various other administrative support to our external advisors.

Duties and Responsibilities include, but are not limited to:

  • Provide ongoing communication and support to advisors – ensuring that we are meeting the day-to-day service needs for our advisors and their clients
  • Troubleshoot issues on behalf of the client.
  • Daily interaction with advisors, vendors, and teammates to provide excellent customer service.
  • Assist and/or resolve account issues/problems with custodial firms.
  • Conduct virtual training.
  • Assist with executing other assigned tasks.

Critical Skills Sought:

  • Willingness to learn, contribute to organizational growth.
  • Highly organized and communicative.
  • Team player.
  • Enjoy meeting and engaging new advisors.
  • Strong phone skills and ability to teach processes.
  • Applies critical thinking, problem solving skills, and evaluates the level of sensitivity, risk and confidentiality

    of the work being performed in order to see it through to a resolution.

  • Displays a positive attitude and has excellent interpersonal skills.
  • Displays patience and empathy both verbally and in writing when communicating with advisors.
  • Effectively communicates with cross functional team members within the department and across the

    organization both verbally and in writing.

  • Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work

    independently and accurately in a fast-paced environment.

  • Strong general administrative and telephone skills

Preferred Qualifications/Experience:

  • 2+ years in an administrative, training, or sales support role of advisory business.
  • Experience with TD Ameritrade and Charles Schwab institutional platforms.
  • Bachelor’s degree.
  • Series 65 or Series 7.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

 

Position Summary:

The Workflow Processor is responsible for the review of all email communication received in the Contracting Service, Service First and Life Inboxes received by CreativeOne. This position identifies the individual requests from our producers and affiliated companies assigns them in a timely manner, to the writing designated sales support team.

Duties and Responsibilities include, but are not limited to:

  • Review and assign all agent requests, missing items, new applications, post issue items and communication received from our carriers.
  • Contact producers, to obtain any missing information and requirements necessary to complete applications and contracts.
  • Enter required information into the CreativeOne CRM, in a timely and thorough manner.
  • Staying up to date on changing carrier forms and rate changes.

Critical Skills Sought:

  • Attention to detail.
  • Excellent verbal and written communication skills. This position works in a customer service capacity.
  • Strong sense of teamwork to accomplish departmental objectives.
  • Ability to multi-task, while providing exceptional service to agents, carriers and teammates.
  • Complete tasks within daily deadlines in a fast paced environment.
  • Team Work
    • Develops and maintains effective working relationships at all levels.
    • Participates actively in development of team goals and plans; ultimately supports team decisions.
    • Works diligently to achieve team goals.
    • Keeps team members abreast of individual progress and shares information.
  • Communication
    • Demonstrates strong verbal skills.
    • Participates in group meetings; provides thoughtful and appropriate comments.
    • Practices good listening skills by seeking clarification and checking for understanding.
    • Demonstrates respect, courtesy, tact, and cooperation in interaction with others.

Qualifications:

  • Comfortable working in a Microsoft Office environment.
  • Experience with general office technologies, such as: scanning, email, fax, website navigation, uploading documents.
  • Minimum High School Diploma, or equivalent required.
  • Insurance industry background is desired.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

 

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