Nassau Financial Group

We're hiring for Digital Product Manager We’re seeking a forward-thinking professional to help manage our digital product strategy in identifying opportunities and developing digital solutions. This person must have a customer-first mindset, an understanding of UI/UX, and an ability to develop data pipelines that can be used to track, analyze, and improve our digital products. This is a customer-centric role, working to translate the needs of users into digital business opportunities. The role requires a candidate who has excellent analytical, organizational, and communication skills for working with a team to interpret large amounts of data and information. The successful candidate will act as a bridge between stakeholders and the development team to ensure digital products meet business goals and user needs. Learn more and apply: https://nfg.link/3OeZMn7

New Twists on Premium Bonuses Present Tradeoffs by Cyril Tuohy --- Vesting's Value Nassau Financial Group's recently introduced Nassau Bonus Annuity Plus boasts a premium bonus of 18%, one of the most generous in the industry. The upfront bonus is available to earn interest credits from day one — but there's a catch. It's a vesting schedule, which applies during the first 10 years of the contract and determines the amount of the bonus to be repaid to the company if the owner is hit with a withdrawal penalty, surrenders the contract or dies, according to a Nassau product summary. "The client benefits from the premium bonus if they keep the contract through the vesting period, but not fully if they take withdrawals or die prior to that," said Tom Buckingham, chief growth officer of Nassau Financial. Vesting schedules protect carriers against early contract termination but let insurers invest the premium for a longer time period, which typically begets higher investment yields, he said. "The advantages of a vesting structure include potential for higher premium bonuses and account value growth over time," Buckingham added. Upfront bonuses without vesting would provide higher short-term liquidity, but most likely at the expense of long-term growth potential, he noted. Read the full article to learn more: https://nfg.link/3Zh8ojm

We're hiring for Director of Finance (Expense Management) The role is an important member of the Expense Management & Accounts Payable team. Responsibilities include preparation of journal entries and analysis and reporting of expenses in support of the monthly close. Primarily responsible for expense allocation process, including development, maintenance, and reporting. This position also supports expense planning and forecasting, including working with budget owners in the development of their budgets. Learn more and apply: https://nfg.link/4fwyapK

We're hiring for 2VP Finance (Tax Reporting) Reporting directly to the Chief Accounting Officer, this role is responsible for US GAAP and Statutory tax accounting oversight and governance of the Company’s foreign and domestic income tax filing requirements, indirect tax filing requirements, and tax operations. This role requires a strong understanding of an effective and efficient control environment and will provide management oversight of the provision and compliance processes, including federal and state income tax, withholding, excise tax, premium tax, and tax notices/controversy. Learn more and apply: https://nfg.link/4foCXtd

Retirement in the Age of Side Hustles: How To Balance Now and Later “One big risk new retirees face is a decline in their assets early in retirement since withdrawals have a magnified impact on their balance. For example, a $20,000 annual withdrawal is 4% of a $500,000 portfolio, but would be a 5% reduction if that same $500,000 had declined by 20% to $400,000,” said Thomas Buckingham, Chief Growth Officer, Nassau Financial Group. As featured in GOBankingRates: https://nfg.link/3O4D0hR Written by G. Brian Davis Edited by Amen Oyiboke

We are hiring for Senior Analyst - Actuarial Nassau Actuarial offers an enthusiastic environment where individuals take ownership and pride in their work. We focus on core actuarial expertise to empower dynamic and creative solutions. Candidates will participate in a personalized 12 to 24-month rotation program and gain exposure to life, annuity and accident and health products in a variety of roles including: product development, actuarial management, modeling, corporate actuarial, risk management, and others. Receiving valuable technical training and develop leadership skills through various corporate programs and one-on-one mentoring. Learn more and apply: https://nfg.link/40yqXRn

Nassau is a proud sponsor of the HOUSE OF BREAD INC Hunger Banquet on November 20. The 39th annual event will welcome corporate supporters, governmental officials, volunteers, and residents to a modest luncheon to remind everyone of the daily struggle many of our food-insecure neighbors face. Attendees of this event primarily “drive thru” to pick up their lunch, although limited seating is available for those who wish to mingle and learn more about House of Bread. Special thanks to Kevin Antaya, CFA, NAMCO, for his leadership with House of Bread and for inviting the team to get involved. EVENT DETAILS: Wednesday, November 20 11:30 a.m. – 1:00 p.m. St. Patrick-St. Anthony Church 285 Church Street, Hartford For tickets: hobread.org

Team Nassau was well represented at the Walk to End Alzheimer's at Sienna College with 32 registered walkers, including 19 #employees. Nassau Financial Group was named the #1 Top Fundraising Company and the #4 Top Fundraising Team! Thank you, Kathleen Genier, for leading our team and raising awareness about this disease. #NassauCares Alzheimer's Association?

Nassau Re/Imagine Retiretech? Map Spotlight: Savings for Millennials ?? Acorns ?? catch ?? Ethos ?? Longevity Card ?? Oportun ?? Stash ?? Symend ?? True Link ?? UNest Engage with us as we dive into the various segments of Nassau Re/Imagine’s 2024 Retiretech? Map, offering a comprehensive look at the most innovative companies transforming the retirement industry. Want to learn more? Explore the map: https://lnkd.in/dZkSVQi #retiretech #insurtech

We're hiring for an Investment Accounting Manger This position provides opportunity to work directly on funds as well as the firm’s balance sheet. The ideal candidate will be detail‐oriented, possess strong communication and organizational skills, and have the ability to prioritize and complete projects on a timely basis. Prior credit experience is preferred, as is familiarity with partnership accounting. Learn more and apply: https://nfg.link/4cIsnfi