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Jobs at TruStage (Now Hiring) — 18 open

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Consultant I, Treasury (Hybrid)

Madison, Wisconsin, United States · Hybrid

$83k–$125k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Global Payment Systems, Treasury Solutions, Cash Management, Cash Forecasting, Treasury Workstation Administration

TruStage logoTruStage

Lead, Vendor Governance Consultant (Hybrid: Madison, WI/Waverly, IA)

Madison, Wisconsin, United States · Hybrid

$104k–$156k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Vendor Governance, Procurement, Sourcing, Financial Acumen, Stakeholder Management

TruStage logoTruStage

Senior, Vendor Governance Analyst (Hybrid: Madison, WI/Waverly, IA)

Madison, Wisconsin, United States · Hybrid

$83k–$125k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Vendor Governance, Data Analysis, Performance Tracking, Financial Analysis, Risk Management

TruStage logoTruStage

Investment Accounting Senior Manager (Hybrid)

Madison, Wisconsin, United States · Hybrid

$122k–$182k/yr

Senior+

At TruStage, we’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. Passionat…

Skills: US GAAP, US STAT, Derivative Accounting, Hedge Accounting, Financial Reporting

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Annuity Contact Center Representative III (Hybrid: Madison, WI/Waverly, IA)

Waverly, Iowa, United States · Hybrid

$47k–$70k/yr

Entry level

At TruStage, we’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. Passionat…

Skills: Customer Service, Communication, Listening, Problem Solving, Multi-tasking

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External Reporting Accountant (Remote)

United States · Hybrid

$73k–$110k/yr

Mid level

At TruStage, we’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. Passionat…

Skills: Financial Reporting, US GAAP, US Statutory Accounting, IFRS, Microsoft Excel

TruStage logoTruStage

Senior Manager, Commercial Servicing/Underwriting Team (P&C)

Madison, Wisconsin, United States · Hybrid

$122k–$182k/yr

Senior+

At TruStage, we’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. Passionat…

Skills: Commercial Underwriting, Team Leadership, Performance Management, Coaching, Strategic Planning

TruStage logoTruStage

Sr. Analyst - Financial Crimes, Ethics and Cybersecurity (Hybrid)

Madison, Wisconsin, United States · Hybrid

$83k–$125k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Compliance, Financial Crimes Analysis, Ethics Program Management, Risk Assessment, Data Analysis

TruStage logoTruStage

Consultant I, Compliance (Hybrid)

Waverly, Iowa, United States · Hybrid

$83k–$125k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Compliance Research, Risk Identification, Regulatory Analysis, Project Management, Technical Research

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Life Product Configuration Analyst IV

United States · Remote OK

$108k–$162k/yr

Senior

At TruStage, we’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. Passionat…

Skills: OIPA, SDLC, Application Design, System Analysis, Debugging

TruStage logoTruStage

Director, Investments, Derivatives Management and Trading (Hybrid)

Madison, Wisconsin, United States · Hybrid

Senior+

At TruStage, we’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. Passionat…

Skills: Derivatives Trading, RILA Hedging, Asset Liability Management, Interest Rate Risk Management, Foreign Exchange Hedging

TruStage logoTruStage

IT Software Engineering Manager

Madison, Wisconsin, United States · Hybrid

$136k–$203k/yr

Senior+

At TruStage, we’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. Passionat…

Skills: Team Leadership, Software Engineering, SDLC, Azure, Microservices

TruStage logoTruStage

Life Product Configuration Analyst III (Hybrid)

United States · Hybrid

$88k–$132k/yr

Mid level

At TruStage, we’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. Passionat…

Skills: Program Logic Development, System Testing, SDLC, Application Design, OIPA

TruStage logoTruStage

Technology Vulnerability Remediation Specialist

Madison, Wisconsin, United States · Hybrid

$91k–$137k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Vulnerability Management, Risk Management, Penetration Testing, Governance Frameworks, Process Optimization

TruStage logoTruStage

Portfolio Solutions Architect

United States · Remote OK

$125k–$188k/yr

Senior+

At TruStage, we’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. Passionat…

Skills: Portfolio Architecture, Software Development Life Cycle (SDLC), Solution Design, Technical Leadership, Requirements Engineering

TruStage logoTruStage

Sr Sales & Partner Manager (Canada)

Quebec, Quebec, Canada · Hybrid

$86k–$143k/yr

Senior

At TruStage, we’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. Passionat…

Skills: Sales Strategy, Partner Management, Relationship Building, Financial Services, Life Insurance

TruStage logoTruStage

Technical Lead - Wealth IT Partner Management

Waverly, Iowa, United States · Hybrid

$125k–$188k/yr

Senior+

At TruStage, we’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. Passionat…

Skills: Technical Project Management, Agile Methodology, Stakeholder Management, Vendor Management, Business Case Development

TruStage logoTruStage

Financial Advisor Coordinator - Abbott Labs Employee Credit Union (On-Site)

Gurnee, Illinois, United States · On-site

$37k–$62k/yr

Entry level

At TruStage, we’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. Passionat…

Skills: Scheduling, Marketing, Administrative Support, Calendar Management, Salesforce

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Consultant I, Treasury (Hybrid)

TruStage

Madison, Wisconsin, United States • Hybrid

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  • $83k–$125k/yr
  • Full-time
  • bachelor degree, professional certificate
  • Medical, Dental, Vision, Employee Assistance Program, Life Insurance, Disability Plans
  • Posted 18d ago
  • ~40 hrs/week

Responsibilities

Accountable for internal customer servicing for domestic and international treasury operations and mitigating risks related to global cash management. Responsibilities include managing banking administration, overseeing treasury workstation software, and leading treasury-related projects.

Requirements

Requires a Bachelor's degree in Accounting, Finance, or Business Administration and at least five years of progressive corporate financial experience. Proficiency in global payment systems and treasury workstation administration is required, with a CTP certification strongly preferred.

Full job description

At TruStage, we’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’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

Under the direction of Treasury leadership and Senior Consultants, accountable for Internal customer servicing for both domestic and international Treasury operations and evaluating and mitigating risk related to global cash management payment services. The incumbent will have project management accountability for treasury initiatives, in addition to responsibility for KPI and treasury metrics to demonstrate the corporate exposure with financial partners.  This position will have oversight and management of financial institution services, including open/closing accounts, analyzing bank service, documenting treasury procedures, providing backup for daily cash management, debt administration and cash forecasting processes.  The incumbent will act as an escalation to review and release payments and serve as a liaison between business areas, banking services and the financial institution service provider.

This position has access to confidential information and is required to review and sign a Corporate Confidentiality Statement confirming their understanding of Corporate Policy on an annual basis.

Consultant:

Provides advice as regards to strategy, management and operations as well as the structure of a business. They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend solutions, utilizing knowledge of theory, principles, or technology of specific discipline or field of specialization.  Consults with client to ascertain define need or problem area plus determine scope of investigation required to obtain solution.  Consultants analyze data to define solution, and examine alternate methods as well.

Framework General Profile and Scope:

  • Requires in-depth knowledge and experience
  • Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements
  • Uses best practices and knowledge of internal or external business issues to improve products or services
  • Solves complex problems; takes a new perspective using existing solutions and approaches changes with flexibility
  • Works independently, receives minimal guidance

Job Responsibilities:

  • Manage the banking administration function.  Project manager for daily support and implementation of banking services to support the payment needs of CUNA Mutual Group domestic and International. Oversee the user's access to banking services and payment information.  Review and resolve production processing issues with the banking partners.
  • Administration of the Treasury Workstation Software solution and vendor relationship.  Configure various data elements and scheduling of user reports, dashboard set up, user access, workflow authorization and mapping of accounting transactions associated to various money movement transactions.
  • Design and deliver treasury solutions that align with the Strategic Mission and Treasury Strategy. Proactively manage internal Treasury customer relationships, partnership with internal Treasury clients to understand products and services and how to optimize their payment solutions.  Keep abreast of changes in the treasury industry. Develop internal and external training or communication or training program(s) to assist clients in knowing new payment options.  Identify, propose, and implement technology solutions that can enhance the Treasury service operations.
  • Analyze various banking services, risk exposure, and overall relationship oversight. Analyze and prepare various oversight and metric reports associated to the services provided by the area and banking partner performance. Develop and design Workstation dashboard pages to assist users in receiving regular oversight information.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

  • Bachelor’s Degree in Accounting, Finance, or Business Administration.
  • Five or more years of progressive work experience in corporate financial environment.  Demonstrated working knowledge in global payment systems, treasury solutions, cash management, forecasting, and treasury workstation administration.
  • Certified Treasury Professional (CTP) certification strongly preferred.
  • Technical expertise in treasury workstation or on-line banking solutions, ad hoc data manipulation (e.g., Excel applications) and reporting tools in addition to general PC and Internet skills.
  • Project management skills, including experience in leading cross-departmental projects, planning, requirements gathering, test scripts, testing oversight, communication planning, and implementation.
  • Effective communication skills, both oral and written, including the ability to plan and lead effective meetings, projects, and to produce well-designed reports, requirements documents, test scripts, process maps, and procedure documentation.
  • Ability to communicate with various levels of the organization and treasury partners.
  • Effective organization skills; ability to organize and prioritize projects, materials and multiple work elements.
  • Time management skills, including the ability to establish appropriate priorities and manage deadlines.
  • Effective problem-solving skills, including the ability to analyze and resolve problems and identify opportunities for improvement.
  • Demonstrated ability to work in a team environment and independently.

#LI-LT

If you’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.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

 

Base Salary Range:

$83,100.00 - $124,700.00

 

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 “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Related keywords

TreasuryCash ManagementGlobal PaymentsCTPCertified Treasury ProfessionalTreasury WorkstationDebt AdministrationKPIsFinancial Institution ServicesRisk ExposureCorporate FinanceBanking AdministrationProject ManagementExcelFinancial Services

About TruStage

LinkedInVisit site

Confidence at every stage

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1935
Headquarters
Madison, Wisconsin
LinkedIn followers
55,854

TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable financial system, we are deeply committed to giving back to our communities and improving the lives of those we serve today, and tomorrow. For more information, visit www.trustage.com. Follow our showcase pages: TruStage|Financial Services, TruStage| Insurance and TruStage Ventures to learn more about our integrated products and solutions. Please read and abide by our social media community guidelines: https://bit.ly/3Te7Ree TruStage™ is the marketing name for TruStage Financial Group, Inc. Its subsidiaries and affiliates. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company. CORP-7948569.1-0525-0627

Offices: 5910 Mineral Point Rd, Madison, Wisconsin 53705, US

InsuranceTechnologyVenturesInvestmentsRetirementAnnuitiesFintechInsuretechDiversityEquity and Inclusion
View all jobs at TruStage

About TruStage

LinkedInVisit site

Confidence at every stage

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1935
Headquarters
Madison, Wisconsin
LinkedIn followers
55,854

TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable financial system, we are deeply committed to giving back to our communities and improving the lives of those we serve today, and tomorrow. For more information, visit www.trustage.com. Follow our showcase pages: TruStage|Financial Services, TruStage| Insurance and TruStage Ventures to learn more about our integrated products and solutions. Please read and abide by our social media community guidelines: https://bit.ly/3Te7Ree TruStage™ is the marketing name for TruStage Financial Group, Inc. Its subsidiaries and affiliates. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company. CORP-7948569.1-0525-0627

Offices: 5910 Mineral Point Rd, Madison, Wisconsin 53705, US

InsuranceTechnologyVenturesInvestmentsRetirementAnnuitiesFintechInsuretechDiversityEquity and Inclusion
View all jobs at TruStage

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