Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
ID | 2024-1401 | Category | New Business & Conflicts |
Orrick currently has an excellent opportunity for a Director of New Business and Conflicts. This position could be based in any of our U.S. offices (Austin; Chicago; Boston; Houston; Los Angeles; New York; Menlo Park; Orange County; Portland; Sacramento; San Francisco; Santa Monica; Seattle; Washington DC; or Wheeling, WV) with consideration given for 100% remote US locations.
The Objective: In this pivotal role, you will be responsible for overseeing our New Business and Conflicts function across the firm. You will be the driving force behind ensuring timely evaluation and resolution of potential conflicts of interest, managing new business intake, and facilitating the clearance and onboarding of lateral attorneys.
What Will I Do: Your will manage and lead our New Business and Conflicts team of approximately 30 analysts and attorneys.
Your expertise will be instrumental in developing and implementing best practices and procedures to address conflicts and new business intake efficiently and effectively in alignment with our firm's culture and strategic objectives. You will work closely with various departments including the Office of the General Counsel, Risk Management Committee, Practice Management Committee, Finance, Innovation, Digital, and others.
Our ideal candidate provides top-tier client service, utilizing robust analytical and communication abilities to promote effective communication and collaboration while handling a dynamic and often fast paced set of matters and issues across Firm management, partners, departments, attorneys, staff, and stakeholders.
How Will I Spend My Time? You will spend most of your time on these responsibilities:
New Business and Conflicts Processes:
Lateral Hires:
Data Management and Reporting:
Research Tools:
Restricted Securities & Regulations:
Other:
Knowledge, Skills and Abilities:
Compensation and Benefits
The expected salary range for this position is:
* California Major Markets includes San Francisco, Silicon Valley, Los Angeles, Orange County, Santa Monica. All other California locations fall within National range.
Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick's estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance.
We offer a full range of elective health benefits including medical, dental, vision and life insurances; robust mental well-being benefits; child, family, elder, and pet care benefits; short- and long-term disability benefits; a health savings account (w/applicable medical plan), flexible spending accounts, long-term care insurance, and a 401K program. This role is eligible to employees will receive compensated time off through our FTO program, generous Parental leave benefits, and paid holidays.
Please visit www.orrick.com for more information about the firm.
How to Apply: If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at www.orrick.com/Careers. Orrick accepts applications for this position on an ongoing basis, until filled.
We are an Equal Opportunity Employer.
Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
Qualified applicants with criminal histories will be considered for the position in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.
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