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The following openings are located at the corporate offices in Fort Worth TX.

Banking

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Bank Compliance Manager

Exempt

Position Summary

The Bank Compliance Manager will be principally responsible for the development and implementation of the company's compliance program. The Bank Compliance Manager will focus on defining compliance standards via policies and procedures, training, auditing and monitoring, facilitating internal reporting, compliance-related investigations, and keeping the President and the Audit Committee informed on compliance matters.

Job Functions

• Administration of formal bank compliance program, including procedures for monitoring compliance areas, developing training, investigating issues, and risk assessment.
• To ensure all policies and procedures are up-to-date and reflect the current regulatory requirements as well as the day-to-day processes of the bank.
• To ensure internal reporting mechanisms are developed, implemented, maintained and actively monitored to enable Company employees to report suggestions or concerns regarding the Company's compliance programs and potential compliance violations.
• To ensure all concerns and reports of violations throughout the Company are investigated and resolved. To ensure the Audit Committee is immediately notified of concerns or reports of violations relating to members of senior management, as well as accounting, internal control, auditing, regulatory or financial matters.
• To coordinate with the Internal Audit Department on matters relating to audits and other techniques to monitor compliance and to monitor and address identified risk areas and to ensure robust auditing and monitoring systems are in place.
• To supervise and support compliance staff utilizing the company's core values of Courage, Authenticity, Service, Truthfulness, Love, and Effectivness.

Supervisory Responsibility

• Supervision of Bank Compliance Specialist.

Requirements

• Education
  • Bachelor's Degree
• Work Experience
  • 4 years' banking experience
  • Bank Secrecy Act experience strongly preferred
• Certifications
  • CIA, CPA, or CRCM
• Knowledge, Skills and Abilities
  • Demonstrated knowledge and understanding of the required elements of a compliance program

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Clerical

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TA Operations Associate II

Non-Exempt

Position Summary

Under the supervision of the TA Operations Supervisor, the associate is responsible for creating and maintaining accurate investment account records. This includes reviewing for accuracy, completion, and compliance with state and federal laws; First Command guidelines; FINRA/SEC Regulations; Boston Financial Data Services, Inc and respective mutual fund companies. Inputs to the AS400 and DFY TA2000 data base, mutual fund, and annuity paperwork. Additionally, have all applications with checks and time sensitive paperwork processed and deposited to the bank by the market close on a same day basis.

Job Functions

• Process applications and/or cover memos submitted to establish new mutual fund accounts and annuities by ensuring all information is legible and accurate and loads these in the AS400 system
• Process and input maintenance items and additional deposits to the DFY TA2000 and AS400 system
• Quality checks process/input of all account data loaded into AS400 and DFY
• Research account history and paperwork for discrepancy resolution; makes calls to submitting advisors if paperwork is incomplete. Makes follow-up calls if necessary and makes appropriate notations as necessary
• Prepares paperwork that is requesting a medallion signature guarantee
• Validates cover memos and disclosures coming through the fast fax lines
• Assists with overall Transfer Agency work and projects as needed
• The following duties may be required as business dictates. Control Unit responsibilities, Wire Order processing, Mail Tracking, and OFAC responsibilities.

Requirements

• Education
  • High School Diploma or equivalent (required)
  • Some College experience (preferred)
• Work Experience
  • 1 year office experience in a business setting (required)
  • Customer Service experience is a benefit
• Knowledge, Skills and Abilities
  • 1 year experience working with Microsoft Windows, Excel, and Office suite applications. (required)
  • Ability to work well under pressure and adapt to change
  • Mutual Fund knowledge is a plus
  • Prior investment experience would be valuable

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Temporary Advisor Compensation Associate

Non-Exempt

Job Summary

This position ensures the accuracy and timeliness of gross dealer commission revenue received from assigned insurance and/or mutual fund companies. In like manner, this position ensures that advisor commission expense and recognition credits are processed accurately and timely to our advisor force and in accordance to the guidelines set forth in the RR/Advisor Agreements and Statements of Policy.

Job Functions

• Must maintain detailed knowledge of RR/Advisor Agreement, its Annexes and all Statements of Policy regarding our advisor compensation and recognition system.
• Must maintain detailed knowledge of assigned company agreements and dealer commission schedules with First Command.
• Reconcile and prepare a monthly report of cash receipts from assigned company for distribution into the correct general ledger accounts.
• Research and resolve discrepancies between First Command's data base accounting system and the data received and processed in the commission transmittals received from the assigned companies.
• Must perform research in our data base systems (Phoenix, Callidus and OAMT) and our associated companies' hookups to be able to make corrections when necessary and respond quickly to phone or e-mail inquires from advisors concerning possible discrepancies in commissions and/or recognition credit.
• Must be able to communicate clearly with advisors, insurance and mutual fund companies, and other company departments both verbally and in written form in order to resolve revenue, and advisor commission and recognition discrepancies.
• Maintain advisor information such as addresses, office and district assignments, advisor types, and District Advisor/Division Advisor hierarchies in one or all of the above data base systems

Requirements

• Education
  • High School Diploma or equivalent
• Work Experience
  • Must have basic skills in Microsoft Word and Excel
• Knowledge, Skills and Abilities
  • Must possess strong mathematical and analytical skills
  • Must be detail-oriented
  • Must be a self-starter requiring minimum supervision
  • Must be able to use sound judgment in prioritizing tasks and scheduling hours in order to meet established deadlines
  • Must use sound judgment in handling confidential information
  • Must be able to handle stressful time schedules and situations

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Financial Services

There are no openings at this time. Please check back for future openings.

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Human Resources

There are no openings at this time. Please check back for future openings.

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Customer Relations

There are no openings at this time. Please check back for future openings.

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Financial Services

There are no openings at this time. Please check back for future openings.

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Human Resources

There are no openings at this time. Please check back for future openings.

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Information Technology

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Senior Business Analyst

Exempt

Position Summary

Working in partnership with Management, Business Units, and project team members, the IT Business Analyst researches, analyzes, evaluates, and documents proposed solutions to support First Command business initiatives, and assists the Project Manager to preferred project outcomes. Participating in all stages of the Software Development Life Cycle (SDLC) as documented in First Command's Project Management and Implementation (PM&I) methodology, this individual identifies and refines Business Objectives, Rules, and Requirements using appropriate PM&I deliverables, then facilitates the construction, verification, and implementation of the associated solution.

The IT Business Analyst will report to the Supervisor identified above, and when assigned to a specific project, the Project Manager of that project. The IT Business Analyst must be capable of assisting the Project Manager in the performance of the PM's duties and acting on behalf of the Project Manager during the PM's absence.

Job Functions

• Based on input from the business, and using accepted business and industry techniques described in First Command's PM&I methodology, analyze, research, and evaluate existing business systems and processes to establish, verify, and document business rules, business process models, business user requirements, functional and corporate requirements, and technical designs.
• Where appropriate, and by mentoring the Business Department BA if possible, develop business input (current state, business objectives, user requirements) by interviewing Business Department subject matter experts.
• Organize, lead and facilitate project team meetings (Business Owners, Department BAs, IT professionals, and other stakeholders) in which project activities are discussed, consensus is developed, and issues are resolved, using positive conflict resolution techniques.
• Facilitate and monitor the development of Quality Control (QC) and User Acceptance (UA) test cases and activities, validating and certifying that the delivered solution meets the needs of the business as documented in Business User's Requirements, and confirming that project release documentation accurately reflects the delivered product.
• Analyze, troubleshoot, and resolve issues encountered during testing and implementation, serve as the project subject matter expert during Construction and Implementation stages for new applications or existing application enhancements and provide direct or indirect project-related training.
• Develop reasonable time estimates for project team tasks, and complete assigned tasks in a timely manner with a high level of quality.

Supervisory Responsibility

• No supervisory responsibilities are associated with this position. However, supervisory skills are expected in mentoring to business department BAs, IT BAs and acting on behalf of the Project Manager during PM absence.

Requirements

• Education
  • Bachelors Degree in an Information Systems-related area of study is required.
• Work Experience
  • Four years of successful experience in business analysis roles is required, preferably in the financial services industry.
  • Successful experience working with the software development lifecycle (SDLC)
• Knowledge, Skills and Abilities
  • Possess and demonstrate excellent analytical and critical skills to assess situations, troubleshoot, and make recommendations from both strategic and tactical perspectives.
  • Possess and demonstrate excellent Business Analysis and Process skills, including strong knowledge of methodologies, processes, and best business practices.
  • Possess and demonstrate the ability to provide reasonable time estimates and complete assigned tasks in a timely manner with a high level of quality.
  • Possess and demonstrate the ability to lead and facilitate meetings and interviews with management, business owners and users to define, establish, and document business objectives and requirements, and foster communications with business users and team members.
  • Possess and demonstrate the ability to facilitate design and issue resolution meetings, provide assistance in the development of the Technical Design as a member of the Project’s Technical Design Team.
  • Possess and demonstrate the ability to work with database concepts and to create and work with relational database models.
  • Possess and demonstrate the ability to facilitate and monitor the development of Quality Control (QC) and User Acceptance (UA) test activities, validate and certify that the delivered solution meets the needs of the business as documented in the business user’s requirements, and confirm the project release documentation accurately reflects the delivered product.
  • Possess and demonstrate the ability to enhance, maintain and apply knowledge, understanding and awareness of other active projects to identify and communicate to project management any potential conflicts and dependencies between projects.
  • Possess and demonstrate the ability to enhance, maintain and apply knowledge and understanding of industry-standard Business Analysis practices and philosophies, analysis techniques, requirements gathering techniques and tools.
  • Possess and demonstrate excellent professional communication skills for communicating effectively and tactfully with management, business users, team members, other First Command employees, consultants, and business partners.
  • Possess and demonstrate excellent leadership and interpersonal communication skills, maintain a professional demeanor and the ability to manage the multiple facets of dynamic groups including planning, prioritizing, scheduling, coaching and conflict resolution.
  • Possess and demonstrate the ability to function effectively independently or within a team environment with limited supervision.
  • Possess and demonstrate the ability to provide positive conflict resolution of individual conceptual differences and assist in determining a solution for required changes in project priorities, scope and/or requirements.

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Support Center Analyst

Exempt

Position Summary

The Computer Support Analyst reports directly to the Support Center Manager. The Computer Support Analyst will be able to analyze, diagnose and solve computer related problems to ensure usability of software and hardware in field and home offices. The Computer Support Analyst will be part of a team which provides the application of systems analysis techniques and procedures, including consulting with users, to determine hardware, software or system functional specifications.

Job Functions

• Analyze, diagnose, and solve computer related problems to ensure hardware/software usability and provide quick, accurate solutions to user difficulties. This primary function provides the framework to all other tasks performed as a Support Center Analyst.
• The application of systems analysis techniques and procedures, including consulting with users, to determine hardware, software or system functional specifications.
• Assist in testing and analyzing compatibility between commercial software products and locally developed software, which helps in maintaining a high level of support to field offices. Being aware of industry changes and extensive product knowledge are needed here.
• Provide user training via telephone, facsimile and modem in order to increase user capabilities and reduce administrative errors.
• Evaluate, reproduce, and document user reported software bugs and software enhancement requests. Excellent communication skills, both verbal and written are needed in these two areas. These two skills are designed to decrease software problems and bugs as well as provide enhancements, which will increase user productivity.
• The employee must do work that is predominantly intellectual and varied as distinguished from routine or mechanical and must consistently exercise discretion and judgement
• Maintain a high level of proficiency regarding company-supported hardware and software in order to provide first rate customer support and minimize costs. Since most work time is spent handling customers, this process requires constant self-study to remain current with industry hardware and software standards and practices.

Requirements

• Education
  • This is work that requires advanced knowledge in the computer field customarily obtained by a prolonged course or courses of study.
  • Bachelors Degree or equiviliant experience to include three or more years experience in IT systems, network operations, or software support.
• Work Experience
  • Three or more years industry experience or technical training with Microsoft products
  • Will consider a recent college graduate with a computer related degree.
• Knowledge, Skills and Abilities
  • Professional Computer Related Certifications not required but considered a plus.
  • Computer Related Certifications can be used to qualify for experience.
  • Advanced computer software and hardware knowledge
  • Advanced Computer Troubleshooting skills
  • Able to clearly and effectively communicate with customer
  • Able to maintain a professional telephone presence
  • Advanced Internet, Windows 2000, XP, and Vista knowledge

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Senior Programmer/Analyst

Exempt

Position Summary

The Sr. Programmer/Analyst will participate in all aspects of the software development lifecycle. They must be capable of developing High Level Designs in conjunction with IT Architects and be able to communicate those designs effectively to team developers. A Sr. P/A will generally beable to work independently and give mentoring to young members of the team. Their strong development skills will allow the team lead to off–load responsibilities to them the require independent thinking and support research activities to advance the team skills and understanding as a whole.

Job Functions

• Translate requirements into High Level Design when functioning in the role of Project Architect. Develop software applications and/or components according to requirements and High Level Design, by actively participating in relevant phases of the application development life cycle, while providing mentoring and support to more junior team members
• Document developed software. This includes in–line documentation and standalone documents as may be necessary to describe the implementation of requirements to other team members
• Maintain an understanding of First Command business practices and philosophy and the information technology needs of the user community
• Increase the knowledge and effectiveness of the development team through research and development using new technologies or tools

Requirements

• Education
  • A Bachelor's degree is required (or related work experience see below)
  • The discipline for the Bachelor's degree should be Computer Science, Management Information Systems (MIS), or a related subject is preferred
  • 7+ years experience in the development of enterprise wide applications
  • 5+ years expereince with the target language (C++/C#, Java, Synon)
  • 7+ years experience with object oriented design (if C++/C#, Java)
  • OR 5–7 years of professional work experience as a software developer
• Knowledge, Skills and Abilities
  • Maintain and demonstrate technical proficiency in application development languages, libraries, tools, methodologies, and techniques used by First Command which include, but are not limited to:
  • Microsoft Windows OS
  • C++, C#, Java, AJAX, Synon, or RPG languages or Documentum, Informatica or SharePoint platforms
  • Object–oriented methodologies, tools and techniques
  • Web/Internet development tools and techniques
  • N–tier and distributed architecture
  • SQL in a relational database such as Oracle, SQL Server or DB2
  • Database querying tools
  • System monitoring, profiling and other debugging tools used complement those used in the normal development IDE
  • Ensure project success and superior application design by being able to formulate, present and articulate effective and progressive development designs or alternatives which adhere to First Command standards and satisfy customer needs.

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Professional

There are no openings at this time. Please check back for future openings.

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Senior Manager Advisor Services & Client Support

Exempt

Position Summary

Manage the operational and fiscal activities of the department. Plan and develop business processes and procedures to improve the operating quality and efficiency of the department. Participate in or oversee the supervision of associates in accordance with company policies and procedures; the conducting of interviews; the hiring and training of new associates; and the coaching and mentoring of associates. In order to be successful, the Senior Manager maintains effective relationships and strong lines of communication with internal and external customers, product providers and vendors.

Job Functions

• Manage the overall daily business activities of the department to include: maintaining staffing levels and ensuring proper training necessary to meet business standards and comply with financial goals.
• Direct associates in the development, preparation, and analysis of performance measurement reports (Dashboard) and effectively manage the results
• Establish and actively manage employee and team goals consistent with overall department and corporate goals; conduct regularly scheduled performance reviews against stated goals
• Assist associates with the resolution of complex or out of policy operation problems
• Effective use of department meetings to communicate with Supervisors, Managers, Director on department operations, changes, issues and events
• Develop a departmental methodology for continuous improvement dedicated to improving the overall experience of the advisor, client and/or associate
• Ensure Audit Readiness through continual review of, redesign of, and development of business processes and support technology
• Participate actively in departmental and corporate initiatives and provide perspective necessary to ensure a positive impact on product providers, advisors, clients, and associates

Supervisory Responsibility

• Research, Resolution, & Liaison Team
• Database & Advisor Services Team

Requirements

• Education
  • College Degree required (though previous work experience will be considered)
• Work Experience
  • Minimum of 7 years financial services industry experience. (Required)
  • Minimum of 5 years of successful supervisory/manager experience. (Required)
  • Minimum of 4 years directly related to the products, processing and responsibilities required of this job. (Required)
• Certifications
  • Series 6, 26, 63, Texas Life & Health (may be obtained within 120 days of employment)
• Knowledge, Skills and Abilities
  • Comprehensive operational knowledge of all products sold by First Command Financial Planning Advisors. (Required)
  • In-depth knowledge of financial planning industry. (Required)
  • A strong understanding of recordkeeping platforms, workflow management systems, National Securities Clearing Corp. processing, SEC / FINRA rules and regulations, federal and state regulations. (Required)
  • Transferrable experience supervising a helpdesk type functional area. (Required)
  • A technical understanding of risk product operations and policyholder systems. (Preferred)
  • Comfortable in presenting to colleagues and associates. (Preferred)
  • Advanced Analytical, Problem Solving, and Project Management skills. (Required)
  • Excellent Communication, Influence and Negotiation skills. (Required)
  • Excellent Organization and Time Management skills. (Required)
  • Strong Process Improvement, Workflow Design and Process Re-engineering skills. (Preferred)
  • Knowledge of office processes, procedures, and technology. (Required)
  • Experience in leading project and team activities. (Preferred)
  • Work requires willingness to work a flexible schedule and occasional travel may be required. (Required)

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Senior Business Process Management (BPM) Analyst

Exempt

Position Summary

The Senior BPM (Business Process Management) Analyst is the lead Analyst on the Business Process Innovation team. Business Process Innovation is the group charged with analyzing how processes work at First Command and proposing transformational projects to improve process efficiency. The Senior BPM Analyst will document how processes currently work and propose changes to improve efficiency and effectiveness. The Senior BPM Analyst will work closely with other members of the Business Process Innovation team as well as Departmental Business Analysts and process owners throughout the business.

Job Functions

• Document existing business processes by working with Department Business Analysts, Managers, and other subject matter experts. This analysis is focused on identifying essential functions and deliverables, required to accomplish the process's purpose. Any relevant compliance requirements must also be identified
• Formulate and document proposed future states for processes. This will include changes to job duties, software, eliminating non-essential functions and other features that drive out inefficiency
• Formulate a recommendation for transitioning from the present state to the proposed future state. Transition will typically be done in stages recommended by the Senior BPM Analyst. The recommendations should focus delivering maximum benefit as early as possible
• Estimate the impact of moving from the present state to the proposed future state
• Nuture and encourage the Department Business Analysts to be an effective voice for their respective departments
• Evaluate proposed initiatives from Department Business Analysts and propose changes as necessary so that their initiatives fit into the desired overall First Command future state
• Work with other Business Process Management team members to develop executive-level reporting on improvement initiatives
• Assist in the selection and training of other Business Process Innovation team members (including those who have a "dotted line" relationship to the Business Process Innovation team (Department Business Analysts

Supervisory Responsibility

• Mentoring responsibility for Department Business Analysts
• Supervises Business Analysts on various Business Process Innovation team

Requirements

• Education
  • Bachelor's degree in Management Information Systems, Systems Analysis, or similar discipline
• Work Experience
  • 10 years experience as a Business Analyst, preferably in a variety of assignments
  • Analyst experience with projects that involved business process improvement
  • Advanced knowledge of BPM or Supply Chain Optimization including scenario planning, queuing theory, pattern management and process re-engineering preferred
• Certifications
  • BPM certification preferred
• Knowledge, Skills and Abilities
  • Ability to capture, document, and absorb large amounts of input and author the required deliverables
  • Desire and interest in improving BPM skills
  • Demonstrated ability to research and gather information about how processes work at First Command as well as ability to research industry best-practices. The Senior BPM Analyst must be able to interview, facilitate, correspond, and search for required information
  • Excellent communication skills for communicating current state, future state, proposed projects, and status reporting
  • Excellent communication skills to write executive-level updates on strategic process direction
  • Able to work well with Business Process Innovation team, yet able to function independently when required

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Product Manager, Life Insurance Products

Job Summary

Responsible for identifying, analyzing, training and deploying new life insurance solutions for First Command advisors. Primary relationship liaison for all life insurance business partner relationships. Develop, recommend, and implement company policy regarding solicitation, sale, and service of life insurance products.

Job Functions Include:

• Identifies life insurance companies and products and establishes partnerships and negotiates selling agreement and commission schedules on behalf of First Command
• Identifies and provides needed and ongoing field and home office employee training on life insurance products and solutions
• Incumbent assists Corporate Communications in developing and implementing the First Command Life Insurance marketing plan and works with external business partners in promoting life insurance solutions
• Works with other internal departments (Financial Services, Business Risk Analysts, Transfer Agency, Compliance etc.) in the evaluation, suitability and deployment of a new Life Insurance business partner or product line
• Is responsible for maintaining the Life Insurance portion of the First Command website, ensuring all information is up to date and compliant
• Develops and conducts internal and external training sessions on Life Insurance products and selling techniques to home office staff, home office advisors and field advisors
• Is the subject matter expert for all constituencies of First Command on product features, benefits, regulatory issues and state specific training requirements
• Does periodic and ongoing industry analysis of available life insurance solutions and trends and incorporates key components into the marketing and business plans

Requirements

• Bachelors degree in business or related field
• 5 years in personal life insurance sales production
• Must be able to maintain the following licenses: Series 6, 63, 65, State Securities, Life/Health, and Variable Annuities
• Life and Health Insurance Licensed in Texas
• No regulatory or disciplinary actions
• Advanced industry designations such as CLU or CFP preferred or a willingness to obtain within set guidelines
• Experience in developing, implementing and managing a life insurance based financial advisory practice
• Ability to design and deliver product training on life insurance products effectively
• Experience as a product manager of life insurance
• Knowledge of the regulatory, legal, supervisory, risk and liabilities associated with the life insurance business and best methods to confront these issues
• Ongoing and regular competitive analysis of the products offered at First Command and the industry
• Knowledge of the best practices in the life insurance industry
• In-depth knowledge of life insurance policy types and provisions
• Strong interpersonal and communication skills, both verbal and written
• Microsoft Office skills required
• Exceptional leadership and team building abilities, both inside and outside First Command
• Ability to work independently with a sense of urgency

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Secretarial & Administrative

There are no openings at this time. Please check back for future openings.

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Support Services

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Part-time Support Services Specialist

Non-Exempt

Job Summary

Under the general direction of the Supervisor, Building Operations provides backup for the Concierge Manager and the Operator/Receptionist. This is a part-time position with 32 hours per week.

Job Functions

• Provides back up for the Concierge Manager: operates cash register, assists guests, assists in daily balancing, helps maintain inventory, sends information to website;
• Provides back up for the Operator/Receptionist: relays incoming calls, greets visitors, serves as security monitor, assigns badges;
• Assists with other projects assigned by the supervisor or the Director of Support Services: such as the Home Office Gallery;

Requirements

• Education
  • High school education or equivalent required.
• Work Experience
  • 1 year general office experience required.
  • At least 1 year experience in retail or similar customer service environment preferred
  • 1 year receptionist/operator experience preferred
• Knowledge, Skills and Abilities
  • Must have excellent customer service skills
  • Must have strong communication skills
  • Must be able to operate cash register
  • Must be able to maintain a professional demeanor at all times
  • Must be able to handle a crisis situation regarding security or emergency
  • Basic computer skills

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Other

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Home Office Financial Advisor Trainee

Non-Exempt

Job Summary

The Financial Advisor Trainee is entry level for Financial Advisor. During the first 90 days of employment, the FA Trainee is expected to study, take and pass the Series 6, 63, 65, and Life and Health examinations required for the Financial Advisor position in Client Services. In-house training and certifications regarding computer and business partner website skills are also required to be completed during these 90 days.

Job Functions

• Use the initial 90 day probation period granted by First Command to prepare for full-time client contacts as described in Financial Advisor
• Follow a directed schedule of observing and listening to Financial Advisors in their daily operations
• Participate in all Financial Advisor training sessions and administrative meetings

Requirements

• Education
  • High school education or equivalent required. Some college preferred.
• Work Experience
  • Office experience and financial background a plus
• Knowledge, Skills and Abilities
  • Excellent verbal and written communication with emphasis on clarity, grammar and overall effectiveness
  • Outstanding judgment in dealing with clients in problem-solving situations and other sensitive situations
  • Ability to work effectively in high-pressure situations such as complaints, difficult clients and extremely busy days
  • Ability to demonstrate maturity and dependability in responding to a client's requests for service and the ability to acquire whatever information is needed to get the job done
  • Basic computer skills

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