ICMA-RC

24 job(s) at ICMA-RC

ICMA-RC New York, NY, USA
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Client Services team. This position will be responsible for presenting financial planning seminars at the Deferred Compensation Plan headquarters On-Site location and agency Work-site locations of various NYC agencies. The goal is to establish The New York City Deferred Compensation plan, (client of ICMA-RC), as the sole necessary resource for financial planning guidance in advance of, and throughout retirement. Seminar presentations and individual consultations serve as platforms to retain plan participants as well as serve to grow plan participation. Note: Significant travel is required. Essential functions for this role include: • Responsible for staying current on all NYC Deferred Compensation Plan services as well as additional City-Wide employee benefits. Keep current with the financial planning industry at large • Present all NYC Deferred Compensation On-Site seminars which include, but are not limited to the following topics: Retirement Planning, Money and Credit, Estate Planning, Social Security & Medicare, Distribution Planning, NYCE IRA and Tax Planning • Conduct Work-Site financial planning seminars within the assigned geographic area • Using highly effective presentation and personal communication skills make concepts and reports understandable when delivering seminars and financial plans to participants • Conduct Individual Consultations for New York City Deferred Compensation Plan participants • Other duties and projects as assigned for the program • Will be required to present both before and after normal business hours
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Compliance team. This position is responsible for ensuring that ICMA-RC's regulated entities operate in compliance with applicable securities laws, rules and regulations of self-regulatory agencies and internal policies and procedures of ICMA-RC. Overall responsibility will include the development, maintenance, oversight, testing and reporting for various boards and senior management of the compliance policies and procedural framework. Essential functions for this role include: • Develop, implement, monitor and report on internal compliance systems and processes to ensure compliance with applicable securities laws and rules of self-regulatory agencies • Perform reviews of regulated entities to evaluate and test compliance with applicable rules and regulations, policies and procedures. Provide written reports of findings • Maintain and update as necessary internal Compliance Division policies and procedures • Keep abreast of changes and new developments in the financial services industry and the impacts these changes have on compliance policies and procedures • Assist with securities and insurance licensing matters • Work with business units to develop compliance policies and procedures for new initiatives • Review marketing materials for compliance with FINRA and SEC guidelines
ICMA-RC 1401 17th St NW, Washington, DC 20036, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Information Technology team. This position is responsible for applying extensive knowledge of systems analysis concepts, practices and procedures. They assists in the evaluation of application systems Requirements and processes in the implementation of efficient and cost-effective application solution Provides functional and technical expertise to formulate recommendations and solutions to achieve business strategies and meet client needs. Reviews, analyzes and evaluates business systems, business Requirements and user needs. Identifies and formulates system designs to parallel client Requirements and overall business strategies in accordance to IT standards and procedures. Contact between clients, application programmer analysts and IT management facilitating meetings and other communications as needed. The Senior Project Analyst is responsible for the writing and maintenance of project documentation, as well as, obtaining client and IT management approvals. They perform analysis and troubleshooting of production issues by identifying problems, root causes and recommending remedies. Ideal candidate should have Project Management background with ability to perform PM and Analyst duties. Essential functions for this role include: • Gathers and documents business Requirements from business users and/or clients using various techniques such as process flows, business rules, use cases and business specifications as appropriate for the situation • Translates business Requirements into technical Requirements and design for programmers • Determines nature and scope of changes to existing applications for enhancements and other changes • Assists with business impact assessments, communicates priorities, project status, plans and issues to management • Provides high level estimates for work requests submitted to IT for evaluation • Identifies and recommends improvements to new and existing applications • Ensures that systems documentation is updated according to standards • Defines tests plans and scripts and perform functional testing and may coordinate user-acceptance testing. Works with clients, project managers, developers, and DBA's on a frequent basis • Stays up to date on the latest IT trends in Requirements gathering, analysis and documentation • Stays informed on the latest technology trends in the industry • Assist with coaching and mentoring Business Analysts in best practices, Requirements gathering and creating deliverables • Works with IT Risk Management to help define, create, and maintain IT policies and procedures • Other duties as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our DCIO/Sales team. This position is responsible for effectively representing ICMA-RC’s full suite of active and passive investment capabilities, including its target date offering, to DC plan sponsors across the U.S. It is critical that this individual identify new and existing relationships as well as effectively serve as the DC subject matter expert. Significant travel required. Note: This position will serve clients on the East Coast; The selected candidate can work from anywhere within the continental U.S. Essential functions for this role include: • Lead and execute new U.S. DCIO business development efforts for institutional clients In the East and Western territories of the United States • Develop and augment relationships aligned with plan sponsors, Investment committee/ Board of Trustee members, investment consultant staff and research department to effectively position ICMA-RC and its investment capabilities • Effectively develop and maintain an institutional sales process and pipeline, reflecting plan sponsor demand, in-line with sales targets • Leverage resources to collaborate with Consultant Relations and Senior management to provide input in the development of U.S. DCIO business strategy and firm positioning efforts • Leverage broader team as needed (e.g., Investments, CPMs, Portfolio Strategist, etc.) • Maintain a collaborative, client centric approach consistent with delivering on behalf the plan sponsors and their participants. • Maintain consultant contact management and history via Salesforce
ICMA-RC Richmond, VA, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Client Services team. Note: This position is a Richmond position, however, there will be a requirement to train live in DC before going to Richmond to work full-time in July 2017. Temporary housing will be provided for the associate. This position is responsible for acting as a support contact to clients assigned to the National Relationship Management Team. In doing so, establish, maintain and strengthen the relationship with the customer with a focus on retention of the business. Ensures the delivery of quality services to customers as part of a the National Relationship Management Team. Coordinates corporate activities for the customer. Essential functions for this role include: • Act as a support contact for State level customers. Assist in servicing the ongoing relationship of assigned customers, as needed. Understand each assigned customer’s needs; identify and help to address service/product gaps and opportunities for the plans. Deliver proactive services to customers with an understanding of the customer’s goals and objectives. Analyze plan trends and demographics to support changes in service, products and service delivery. • Build and maintain a positive relationship with assigned customers; proactively contact customers to discuss and/or identify their service needs, provide regulatory updates or procedural changes that may impact plan administration and provide information on service enhancements and changes. • Coordinate and monitor corporate service delivery for all assigned plans ensuring customer’s expectations are met. Work closely with CS Senior Management, Regional Vice Presidents, Plan Administrators and other corporate staff to implement service delivery strategies and to ensure high quality service delivery. • Research customer issues; determine solutions and perform corrective actions. Ensure status tracking of issues and provide regular status updates of issues to customer. Partner with service support units, where appropriate, to ensure timely, seamless resolution of issues. • Oversee customer projects including the development of procedures to meet customer requests, the development and revision of customized forms, the development of customized employer communications, researching and addressing customer legislative and administrative questions and other tasks necessary to service the customer. • Visit client as part of training and retention efforts. • Fulfill other responsibilities as may be assigned.
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Finance team. This Compliance Manager has proven and extensive technical experience in the matters of regulatory and portfolio compliance, fund administration, and the 1940 Investment Company Act. The Compliance Manager is primarily responsible for portfolio compliance matters of The Vantagepoint Collective Trust Funds (“the Fund”), including development of well-documented tests and compliance controls and procedures, performance of periodic compliance monitoring, and ensuring prompt resolution of portfolio compliance issues. The Compliance Manager will also assist with regulatory reporting, foreign markets taxation Requirements, and certain administrative processes for the Fund and department. The Compliance Manager works closely with internal departments (Legal, Investments, Compliance) and third-party fund administration and compliance personnel of JPMorgan Chase Bank to accomplish the essential functions of the position. Essential functions for this role include: • Manage and document all activities pertaining to daily and monthly portfolio compliance of the Fund. This includes monitoring and analyzing issues and areas of potential regulatory risks, understanding and resolving conflicts in data and reports, and promptly communicating with the appropriate parties within and outside of the organization • Participate in the compliance reviews of the Fund' investment guidelines. Develop and review comprehensive, well-documented tests and compliance monitoring policies, controls, and procedures to be followed by the Fund's custodian and the investment adviser • Prepare all materials and reports necessary to ensure that management and the Board stays fully informed and up to date on the Fund's compliance matters. This function requires flexibility, excellent communication and analytical skills, and coordination with other departments and groups, both within and outside the organization, including professional staff at third-party investment advisory firms • Work with the Fund custodian and local country income tax advisors and preparers, as applicable, and monitor other third-party processes responsible for preparation, review, and timely and accurate filing of all Fund-level tax returns and reports to ensure compliance with foreign country income, excise, withholding, reclaim, and information reporting Requirements • Maintain appropriate filing and retrieval systems • Perform special project work and departmental administrative duties, as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Future Focus team. The Senior Systems Analyst plays a key role in the implementation and on-going maintenance of business solutions enabled by technology and serves as an integral member of Scrum teams. Under limited supervision, the Senior Systems Analyst reviews, analyzes and evaluates business processes and Requirements to determine the solutions best suited to improve processes and fulfill Requirements. Working in conjunction with the ICMA-RC Business Analyst, the Senior Systems Analyst assesses the suitability of technology solutions in terms of their intended outcomes, and liaises with stakeholders such as business partners, compliance, vendors, and technology counterparts to achieve those outcomes. Applies extensive knowledge of systems analysis concepts, practices and procedures in order to design and implement technology solutions. Utilizes functional and technical expertise to formulate recommendations and solutions to achieve business strategies. Identifies and formulates system designs to parallel stakeholder Requirements and overall business strategies in accordance with standards and procedures. The Senior Systems Analyst is responsible for creating and maintaining technical documentation and for obtaining client and technology management approvals. Assists in the creation and execution of test strategies, plans and test cases. On occasion, performs analysis and troubleshooting of production issues by identifying problems, their root causes, and recommending remedies. Essential functions for this role include: • Elicit business Requirements through techniques such as interviews, storyboarding, brain storming and prototyping and makes recommendations in areas that require a high level of technical competency • Translate business Requirements into technical and functional Requirements using various techniques such as process flow modeling, business rule identification, and use cases • Identify potential solutions and assess them for both business and technical sustainability and maintainability; determine nature and scope of changes to existing applications for enhancements and other changes • Create estimates for software development projects based on business Requirements • Serve as a member of the Scrum team actively supporting Scrum practices while also integrating with enterprise functions such as change management to ensure solutions are effectively implemented into the organization • Conduct vendor analysis and proof-of-concepts/prototypes for new technologies/solutions • Act as knowledge integrator and translator between stakeholders and technology teams; communicate effectively with technology roles including architecture, software engineering, Information Security and project management • Assist with business impact assessments; communicate priorities, project status, plans and issues to project stakeholders • Ensure that technical documentation is updated according to standards; map and document interfaces between legacy and new systems • Define test plans and scripts and perform functional testing; serve as liaison between project stakeholders and technical team during user acceptance testing; oversee implementation of new technology solutions including data migration • Collaborate with technology Risk Management, Compliance and other stakeholders to define, create, and maintain technology policies and procedures • Coach and mentor business analysts in Requirements definition and solution delivery • Stay current in Requirements solicitation techniques and tools as well as stay informed on the latest technology trends in the industry • In addition to all accountabilities of the Systems Analyst position, assumes greater leadership role, utilizing broader knowledge and high level technical skills • Perform other tasks as assigned
ICMA-RC Washington, DC, USA
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Client Services team. The position is responsible for serving as the primary backup for the Director, Corporate Support Services, including being a member of the assigned Corporate Disaster Recovery Teams, participation in associated exercises and maintenance of the Disaster Recovery Plan for Corporate Services. Under minimal supervision, the incumbent defines, coordinates and manages implementation plans and projects of various size and levels of complexity for corporate renovations, construction, office equipment selection/installation, and staff relocation. Essential functions for this role include: • Creates and manages a comprehensive space and facilities management plans to meet short-term and long-term goals and objectives that are in concert with corporate strategies and approved budgetary guidelines; documents, assigns and classifies space utilization according to established standards and procedures • Participates in the development and interpretation of policies and procedures for space requests and utilization in consultation with senior management • Manages the selection and implementation of facility products and services in accordance with established policies and procedures to protect and promote the health, safety, and security of employees of ICMA-RC and other corporate resources; projects and services can range from staff relocations to complete office renovations requiring coordination with outside vendors and various internal departments and divisions • Actively participates as a member of Corporate Disaster Recovery Teams and maintains the Disaster Recovery Plan for Corporate Support Services • Manages financial resources and assigned budgets to ensure timely, efficient and cost- effective utilization and protection of corporate facilities and equipment • Possesses and maintains technical expertise to collect the requisite data, identify and evaluate options, document and present results of analyses, and develop implementation plans; manages projects through all phases of implementation • Prepares and presents written materials regarding office space design, the selection of building furnishings and office equipment, identification of lowest-cost alternatives, develops implementation schedules, and integrates engineering elements into unified architectural designs; utilizes technology (e.g., CAD software) and database tools (e.g., Access) to ensure timely and current access to pertinent building and office equipment, vendors and leases/contracts • Manages the identification, reporting, and monitoring of day-to-day facilities issues as well as their final resolution with building management and affected departments • Partners with the Director, Corporate Support Services, to identify problems, trends, and future space needs; makes recommendations for cost, implementation and effective utilization • Other duties as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Information Technology team. The position is responsible for providing high level support for all patch and vulnerability and configuration management technologies, procedures and processes. Assists in safeguarding, patching, securing and baselining all infrastructure systems. Ensure that ICMA-RC patching and configuration management operations finish correctly, within SLAs, and have minimal impact to customers, associates and the technology infrastructure. Essential functions for this role include: • Provides support to technical personnel in other teams in the proactive and continuous implementation of system patching and configuration management • Helps ensure that ICMA-RC commited patching SLAs are met • Helps ensure that ICMA-RC risk is progressively minimized through patch and configuration management systems • Participates in the implementation of disaster recovery and business continuity procedures • Provides input with regard to patch and vulnerability management and configuration management policies and procedures • Assists in the communication between Information Security vulnerability management resources and Infrastructure Technology patch, vulnerability and configuration management resources • Provides regular reporting on patch and configuration management infrastructure states and progress • Works closely with other departments within IT to determine and provide best solutions for patch and vulnerability management and system configuration management • Assist with management and implementation of patch management and configuration management systems and servers • Other duties as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Client Services team. Note: This position will be DC based, with the possibility of being in Richmond. This position is responsible for working directly with ICMA-RC participants to deliver phone-based personalized investment solutions. This role includes both inbound and outbound calls to facilitate the engagement of participants in exploratory conversation to identify retirement savings needs and to provide solutions to facilitate the participant’s retirement security. Essential functions for this role include: • Empathize with participants and find opportunities to expand their engagement with ICMA-RC, focused on the participant taking action that will lead to the successful replacement of their monthly income need in retirement • When appropriate and in the plan participant’s best interest, maximize the use of ICMA-RC’s products and services to include Managed Accounts through Morningstar Investment Management • Provide subject matter expertise and in depth knowledge of the Managed Accounts product and methodology • Successfully persuade people to take action to improve their retirement readiness • Identify and execute a defined strategy that leads to new business growth opportunities • Achieve established metrics for the role; which may include but not limited to increasing the participant’s overall diversification and wealth accumulation • Ability to work a flexible schedule of hours Monday through Friday (no weekends), between the hours of 8:30am-9pm ET. Primary shift will be 10:30am-7pm • Follow practical application of all compliance, regulatory, and company policies and guidelines
ICMA-RC St. Louis, MO, USA
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Sales team to serve our clients in the midwest. This position is responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants in the assigned cases. Essential functions for this role include: • At multiple locations throughout the assigned territory, provide one-on-one individual counseling to current plan participants and non-participants. • Proactively increase plan participation and participant savings rates within assigned accounts. • Organize and conduct a broad series of group educational seminars throughout the assigned territory designed to enhance participant knowledge and understanding of investment and savings basic principles. • Be able to communicate openly and easily with employees with a wide range of investment knowledge. • Provide personalized pre-retirement counseling, guidance, and assistance to retirees in selecting the most appropriate distribution options to meet their individual needs. • Effectively implement targeted savings and educational initiatives in conjunction with or as requested by plan sponsors in the assigned territory. • Regularly achieve all annual New Enrollment, Cash Flow and Retention goals. • Work with other ICMA-RC divisions to ensure the delivery of quality service to plan participants. • Regularly communicate with Regional Vice President and Relationship Manager regarding client issues, service efforts, new initiatives, and other opportunities to expand the existing client base. • Properly represent the mission-based focus of ICMA-RC, with focus on building the retirement security of public sector employees. • Other duties as assigned. Note: Some overnight travel required
ICMA-RC Alexandria, VA, USA
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Sales team to serve our clients the MidAtlantic Territory. This position is responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants in the assigned cases. Essential functions for this role include: • At multiple locations throughout the assigned territory, provide one-on-one individual counseling to current plan participants and non-participants. • Proactively increase plan participation and participant savings rates within assigned accounts. • Organize and conduct a broad series of group educational seminars throughout the assigned territory designed to enhance participant knowledge and understanding of investment and savings basic principles. • Be able to communicate openly and easily with employees with a wide range of investment knowledge. • Provide personalized pre-retirement counseling, guidance, and assistance to retirees in selecting the most appropriate distribution options to meet their individual needs. • Effectively implement targeted savings and educational initiatives in conjunction with or as requested by plan sponsors in the assigned territory. • Regularly achieve all annual New Enrollment, Cash Flow and Retention goals. • Work with other ICMA-RC divisions to ensure the delivery of quality service to plan participants. • Regularly communicate with Regional Vice President and Relationship Manager regarding client issues, service efforts, new initiatives, and other opportunities to expand the existing client base. • Properly represent the mission-based focus of ICMA-RC, with focus on building the retirement security of public sector employees. • Other duties as assigned. Note: Some overnight travel required
ICMA-RC Washington, DC, USA
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Finance team. This position is responsible for performing a broad range of payroll processing and payroll accounting functions in a fast-paced environment utilizing the Ultipro Payroll system. Audit employee timesheets for hours worked and accuracy. Maintain, prepare and process payroll for corporate personnel. Prepare payroll related journal entries for period-end. Compile and submit payroll deductions related check requests and payments. Maintain current knowledge of IRS regulations pertaining to payroll administration. Essential functions for this role include: • Bi-weekly payroll load, verification and reconciliation • Prepare accruals for salaries and benefits • W2 review and verification • Weekly travel and expense report review and processing • Loading “other” income items to be reported on W2s, e.g. Runzheimer, Capital Relocation • Always strictly adhere to control procedures and exemplify honesty, integrity, and confidentiality • Assist with identification and implementation of processes to streamline operations for efficiencies, effectiveness and control perspectives • Prepare schedules, accumulation of documents/files, etc. in conjunction with internal and external audits and reviews • Assist with the development and documentation of procedures that ensure proper segregation of responsibilities • Other duties as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Future Focus team. The Future Focus program will enhance ICMA-RC’s service delivery platform and infrastructure. With the priority of operational excellence, Future Focus is designed to maximize our client experience with a secure, flexible, agile record keeping and technology platform. This position is responsible for playing a key role in the implementation and on-going maintenance of business solutions enabled by technology and an integral member of Scrum teams. The Systems Analyst reviews, analyzes and evaluates business processes and Requirements to determine the solutions best suited to improve process and fulfill Requirements. Working in conjunction with the ICMA-RC Business Analyst, the Systems Analyst assesses the suitability of technology solutions in terms of their intended outcomes, and liaises with stakeholders such as business partners, compliance, vendors, and technology counterparts to achieve those outcomes. Applies extensive knowledge of systems analysis concepts, practices and procedures in order to design and implement technology solutions. Utilizes functional and technical expertise to formulate recommendations and solutions to achieve business strategies. Identifies and formulates system designs to parallel stakeholder Requirements and overall business strategies in accordance with standards and procedures. The Systems Analyst is responsible for creating and maintaining technical documentation and for obtaining client and technology management approvals. Assists in the creation and execution of test strategies, plans and test cases. On occasion, performs analysis and troubleshooting of production issues by identifying problems, their root causes, and recommending remedies. Essential functions for this role include: • Elicit business Requirements through leveraging techniques such as interviews, storyboarding, brain storming and prototyping • Translate business Requirements into technical and functional Requirements using various techniques such as process flow modeling, business rule identification, and use cases • Identify potential solutions and assess them for both business and technical sustainability and maintainability; determine nature and scope of changes to existing applications for enhancements and other changes • Create estimates for software development projects based on business Requirements • Serve as a member of the Scrum team actively supporting Scrum practices while also integrating with enterprise functions such as change management to ensure solutions are effectively implemented into the organization • Conduct vendor analysis and proof-of-concepts/prototypes for new technologies/solutions • Act as knowledge integrator and translator between stakeholders and technology teams; communicate effectively with technology roles including architecture, software engineering, Information Security and project management • Assist with business impact assessments; communicate priorities, project status, plans and issues to project stakeholders Ensure that technical documentation is updated according to standards; map and document interfaces between legacy and new systems • Define test plans and scripts and perform functional testing; serve as liaison between project stakeholders and technical team during user acceptance testing; oversee implementation of new technology solutions including data migration • Collaborate with technology Risk Management, Compliance and other stakeholders to define, create, and maintain technology policies and procedures • Coach and mentor business analysts in Requirements definition and solution delivery • Stay current in Requirements solicitation techniques and tools as well as stay informed on the latest technology trends in the industry • Perform other tasks as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Information Security & Technical Operations team. This position is responsible for ensuring that ICMA-RC's application landscape is secured. You will work with the development teams to ensure the implementation of appropriate security governance (policy, procedures, baselines and monitoring); assess current controls and residual risk for appropriateness, and test compliance of policies, procedures and monitoring. The analyst must analyze information security systems/applications; make recommendations and develop security measures to protect information against unauthorized modification or loss. The analyst will work with the various IT teams to implement application security practices that meet ICMA-RC’s defined policies and standards for information security. The analyst will also serve as subject matter expert for best practices and security controls for application security and will work with the various IT teams to implement controls that are appropriate for ICMA-RC’s information security. Essential functions for this role include: • Develop, implement, maintain, and oversee enforcement of policies, procedures and associated plans for secure system development and system security based on industry-standard best practices Efforts will include:- Performing functional requirement review, design review - Performing code review across a variety of programming languages - Identify, communicate, and drive the resolution of vulnerabilities - Serve as a subject matter expert for security in application projects - Performing application vulnerability assessments (SAST and DAST) focused on web and mobile applications - Represent Information Security in Change Control Board - Identify application security Requirements for projects - Developing testing scripts, policies, procedures and standards - Manage third party scans and conduct vulnerability review with the development team - Other security-related projects that may be assigned according to skills • Establish a process to review applicable security notifications issued by manufacturers, software publisher, bulletin boards, security-related web sites, and other security venues, and to update security configurations based on those notifications and conduct research on emerging products, services, protocols, and standards in support of security enhancement and development efforts • Coordinate and collaborate with server infrastructure engineering, network infrastructure engineering, business application development, and database administration functions to ensure confidentiality, integrity and availability of corporate infrastructure to meet business demands
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Investments team. The position is responsible for serving as the technical lead on projects within the Investment Division and maintaining investment data across internal and external platforms. Projects will promote process improvements while focusing on quality and maintainability by non-technical colleagues, and assignments will include creating reports and performing quality control. Project responsibilities include basic programming (primarily Excel and creating complex data queries), developing Requirements, managing deadlines, performing analysis, documenting changes, testing, and training. Essential functions for this role include: • Develop requirement documents, basic programming (primarily Excel and creating complex data queries), prepare test plans, and perform testing. Collaborate with users to gather information and identify areas of opportunity that can improve efficiency. On certain projects, partner with IT to build solutions • Calculate, monitor and report investment data for internal and external use. Perform quality control reviews and thorough data validations • Oversee project development and implementation. Coordinate among associates in various divisions, including IT. Provide regular status reports on projects and initiatives as well as produce periodic statistical reports as requested. Suggest functionality, tools, and procedures to improve systems functionality and productivity • Create documentation on new processes and technical enhancements and maintain existing documentation. Act as an ongoing subject matter expert with technical, project, and processing tasks. Provide training as needed • Other duties as assigned
ICMA-RC Richmond, VA, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Client Services team. Note: This position is a Richmond position, however, there will be a requirement to train live in DC before going to Richmond to work full-time in July 2017. Temporary housing will be provided for the associate. This position is responsible for creating, reviewing, and delivering complex financial plans via telephone to participants across the nation. The financial planning process serves as a platform with which to deepen relationships with, and retain assets of, ICMA-RC high balance participants. The goal is to establish ICMA-RC competitively as the sole necessary resource for financial planning guidance prior to and throughout a participant's retirement. Essential functions for this role include: • Create financial plans using sophisticated planning software • Have a strong understanding of financial planning products such as disability insurance policies, long term care insurance policies, the various types of life insurance policies, estate planning trusts and documents, the numerous types of retirement plans and education funding vehicles, and be able to coach participants on using the correct products to suit their needs • Using highly effective presentation and personal communication skills, make complex financial planning concepts and reports understandable to participants • Responsible for staying current on all ICMA-RC products and services as well as initiatives in the financial services industry • Serve as a subject matter expert on financial planning for ICMA-RC, and conduct webinars/seminars for national conferences as needed (i.e., National Save for Retirement Week)
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services Corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining ICMA-RC's Human Resources team. This position is primarily responsible working under general guidance of the Staffing Manager on recruitment and staffing for the corporate headquarters and field offices. As assigned, manage and coordinate the recruitment, interview, selection and employment process in a timely and cost-effective manner in order to employ the best internal and external candidates in accordance with federal, state and local laws and in compliance with corporate policies. Essential functions for this role include: • Work with the department/division hiring manager and Compensation and Benefits Manager in Human Resources to prepare and/or update the job Description and determine appropriate position classification band/salary range for the open position • Work with the hiring manager to develop an appropriate recruitment plan for the open position • Oversee the posting process • Source for qualified applicants using various recruitment tools and resources (including the Internet) to ensure the identification of qualified candidates in a timely manner • Assist in the identification, planning and participation of job fairs and college recruiting campaigns • In conjunction with the employment advertisement agency, take the lead in developing and coordinating the necessary print advertisements • Screen applicants for minimum job qualifications. Coordinate and oversee the scheduling and logistics necessary for candidate interviews • Participate in the interview process and partner with the hiring manager during the interview process • Conduct (or oversee in the case of an agency placement) the background checks • Comply with all corporate EEO recruitment and employment guidelines as well as all federal, state and local EEO laws • Facilitate onboarding of new hire • Assist with the data collection and analysis of recruitment and employment statistics as assigned • Other duties as assigned
ICMA-RC Richmond, VA, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our Marketing team. Note: This position is a Richmond position, however, there will be a requirement to train live in DC before going to Richmond to work full-time in July 2017. Temporary housing will be provided for the associate. This position is responsible for being the product champion for ICMA-RC retirement plan products, using creative and industry best practices to convey the message to our target audiences. Responsible for coordinating researching, developing and implementing new products, including product features, services, and improvements to meet changing market needs and conditions. Monitor, research and interpret federal and state legislative and regulatory issues related to retirement and benefit plans. Ensure current plans remain in compliance with laws and regulations. Act as a resource for plan technical issues. Provide support for internal and external clients. Essential functions for this role include: • Manage systematic analyses of current and new markets to develop marketing plans and budgets to prioritize/optimize marketing efforts, maximizing ICMA-RC’s benefit from a business perspective • Utilize innovative marketing techniques and strategies that will capitalize on the competitiveness of ICMA-RC’s Retirement Plans and expand our market penetration, including through direct mail campaigns and through existing ICMA-RC plan sponsors • Evaluate current offerings from both customer and competitor perspectives, recommend marketable product enhancements, and function as a change agent to develop and implement enhancements to products and services, technology, policies, and procedures • Proactively engage and support distribution channels (e.g., communicate best sales practices, obtain feedback on promotional material) • Partner with appropriate corporate departments in the development and distribution of printed and electronic promotional and educational materials for Retirement Plans (e.g., product literature, forms, web and email communications) • Maintain a thorough knowledge of changes in market, regulation, policy, and law impacting Retirement Plans, and as changes occur, create and market new and related Retirement Plans • Collaborate with ICMA-RC operational units to ensure efficient administration of Retirement Plans • Manage interdivisional efforts to enhance/implement products, processes, and procedures • Act as technical resource for standard questions posed by internal/external customers, i.e., plan design and adoption questions. Research and develop responses to non-standard technical questions/issues posed by internal/external customers • Working with other internal departments, lead the process of identifying non-standard plan provisions or employer processing requests for new business, and provide technical commentary on RC’s ability for accommodation based upon regulatory, competitive, and corporate goals • Proactively manage the process for maintaining existing plan document compliance with appropriate laws/regulations and ensuring clients adopt updated plan documents and amendments as needed • Manage training efforts with distribution channels on Retirement Plans and issues • Other duties as assigned
ICMA-RC Washington, DC, USA
DescriptionReach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our DCIO/Sales team. This position is responsible for effectively representing ICMA-RC’s full suite of active and passive investment capabilities, including its target date offering, to DC plan sponsors across the U.S. It is critical that this individual identify new and existing relationships as well as effectively serve as the DC subject matter expert. Significant travel required. Note: This position will serve clients on the West Coast; The selected candidate can work from anywhere within the continental U.S. Essential functions for this role include: • Lead and execute new U.S. DCIO business development efforts for institutional clients In the East and Western territories of the United States • Develop and augment relationships aligned with plan sponsors, Investment committee/ Board of Trustee members, investment consultant staff and research department to effectively position ICMA-RC and its investment capabilities • Effectively develop and maintain an institutional sales process and pipeline, reflecting plan sponsor demand, in-line with sales targets • Leverage resources to collaborate with Consultant Relations and Senior management to provide input in the development of U.S. DCIO business strategy and firm positioning efforts • Leverage broader team as needed (e.g., Investments, CPMs, Portfolio Strategist, etc.) • Maintain a collaborative, client centric approach consistent with delivering on behalf the plan sponsors and their participants. • Maintain consultant contact management and history via Salesforce