Current Employment Opportunities at M Financial Group

Assistant Treasurer

This position is responsible for conducting the day-to-day treasury operations for M Financial Group (“Company”) including both cash management and investment activities related to the Company’s approximately $145 million of invested assets; and will work with the Treasurer to develop and implement the overall treasury and investment strategy for the Company.

As a key member of the Finance Team, the Assistant Treasurer is primarily responsible for the Company’s cash forecasting process, as well as oversight of the Company’s cash and liquidity position. Additional responsibilities include daily banking activities and transactional processing; serving as liaison with investment advisors and portfolio managers; directing banking relationships; providing assistance with statutory and GAAP investment accounting as well as quarterly financial reporting and disclosures; and assisting the Chief Actuary with monitoring the approximately $3.4 billion of insurance carrier-managed investment portfolios underlying the Company’s reinsurance arrangements.

Successful candidates will have a Bachelor’s degree in Accounting, Finance or related field, and a minimum of 7-10 years of progressively responsible experience in treasury functions preferably in a life insurance or financial services environment. Candidates must also have knowledge of banking products and services and the underlying characteristics of various investment securities; excellent written and verbal communication skills; demonstrated integrity and adherence to ethical standards; and analytical and investigative skills. Proficiency using Microsoft Office products including Word and Excel is required. Experience in insurance and/or financial services is ideal; and a CPA, CTP/CCM or CFA designation is preferred.

Broker/Dealer Associate

The Associate position is a part of a rotational program within M Holding Securities, Inc. The program’s goal is to train colleagues in four broad areas of the Broker/Dealer including: Operations, Resources, Compliance, and Trading Services.

Successful candidates will have Bachelor’s degree or equivalent; and Series 7 and 63 licenses (or the ability to obtain within 6 months of initial employment). Candidates must also have excellent written and verbal communication skills; the ability to maintain confidential, sensitive information; strong attention to detail and ability to prioritize work and visual acuity for proof reading and document preparation. Proficiency in the MS Office Suite, Outlook, and the internet is required. Previous financial services experience preferred, but not required.

Executive Assistant – Product Development & Sales Support

This position is responsible for providing complex Executive-level support to the Senior Vice President, Chief Product and Technology Officer. This position will also interface with high-level internal and external contacts requiring considerable discretion and initiative.

Responsibilities include maintaining calendars, scheduling meetings, preparing agendas, coordinating attendees, and following up from meetings. In addition, the Executive Assistant will make complex multi-trip travel arrangements, process expense reports, answer calls, draft and edit correspondence, and prepare extensive Excel and PowerPoint presentations.

Successful candidates will have a college degree or equivalent experience, plus a minimum of five years of experience as a senior-level Executive Assistant. Candidates must also have excellent written and verbal communication skills with the ability to produce and edit clear, thorough communications to the appropriate audience; strong relationship building skills; and the ability to deal with sensitive and confidential data. Proficiency using Microsoft Office products (Word, Excel, PowerPoint) as well as databases, Internet and Outlook is required. Experience in insurance and/or financial services is preferred, but is not required.

Financial Analyst (ICP)

As a member of the Finance Team, the Financial Analyst will be responsible for maintaining and operating the Company’s administration system for the Incentive Compensation Plan (ICP). Additional responsibilities include providing accurate and timely research to requests for information from Stockholders, Incentive Compensation Plan Participants, and Senior Management; working with the Financial Team Analyst Group; and providing occasional support and analysis as requested in the areas of Reinsurance Administration, Member Firm Production Reporting and Carrier Auditing.

Successful candidates will have:

Minimum two (2) years of related, progressively responsible experience.
Bachelor’s degree in Finance, Accounting, Business or Math; or equivalent experience.
Well-developed computer skills, including the use of Word, Excel, Access, SQL, Internet, and other database management programs - proficiency in Excel and Access or SQL is required.
Excellent interpersonal skills with an aptitude for customer service.
Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment.
Exceptional organizational skills, with the ability to follow through on tasks.
Excellent written and verbal communication skills; and problem-solving skills.
Demonstrated ability to prepare technical documents and reports.
Ability to establish and maintain effective working relationships.
Previous life insurance experience preferred, but not required.

Operations Support Specialist

This position is responsible for providing administrative, technical and project support to the Office of Supervisory Jurisdiction (OSJ) team. Responsibilities for this position include identifying department technology needs and collaborating with Information Technology (IT) team or appropriate vendor on implementation to support OSJ operations, including email retention solutions; assisting the OSJ team with Member Firm transitions; coordinating technology and training needs; organizing and maintaining OSJ data and produce reports required for audits and supervision functions; providing technical assistance to Member Firm OSJs; and supporting the OSJ team. Knowledge of investment and securities regulations preferred, but not required.

Successful candidates will have:

Four year degree or equivalent combination of education and work experience.
Minimum of two years of progressively responsible related work experience.
Securities Licenses: 7, 24 and 66 (any licenses not currently held will need to be obtained within twelve (12) months of employment).
Life insurance license or ability to obtain within twelve (12) months of employment.
Well-developed computer skills with strong proficiencies in MS Word, Excel, Access, Internet and email.
Aptitude for understanding complex and changing securities laws and regulations.
Well-developed interpersonal skills and the ability to establish and maintain effective working relationships.
Advanced knowledge of administrative and office procedures; and ability to set up operational processes and procedures.
Excellent written and verbal communication skills.
Excellent grammatical, proof reading and spelling skills.
Ability to work independently and handle multiple projects and deadlines.

Reinsurance/Financial Analyst

As a key member of the Finance and Reinsurance Teams, the Reinsurance/Financial Analyst will be responsible for:

Supporting internal Reinsurance and Finance Teams with monthly and quarterly financial reporting, external audits, and internal controls initiatives
Designing and producing various statistical reports; and preparing financial analyses related to life reinsurance administration
Managing life reinsurance claims by collecting notices and proofs, notifying partner counterparties of claims, and requesting monetary reimbursements
SQL database management
Providing data management support for Accounting and Incentive Compensation Plan (ICP) administration
Assisting with the annual budgeting process
Collaborating on special projects

Successful candidates will have:

Minimum seven (7) years of related experience including reinsurance administration or Actuarial work
Bachelor’s degree in Finance, Accounting or Business, or equivalent
Well-developed computer skills, including the use of Word, Excel, Access, SQL, Internet, and other database management programs; proficiency in Excel required
Excellent interpersonal skills with an aptitude for customer service
Ability to work independently, demonstrating initiative, drive, orientation to goal accomplishment
Exceptional organizational skills, with the ability to follow through on tasks
Excellent written and verbal communication skills; and problem-solving skills
Demonstrated ability to prepare technical documents and reports
Ability to establish and maintain effective working relationships
Previous life insurance experience preferred, but not required

Sales Support Analyst

This position will contribute toward overall company production goals through direct support of Member Firms' sales. Support will include all aspects of the sales process including product selection, illustration design, and analysis of product performance. Other duties include developing training tools, leading training sessions and delivering marketing presentations.

Successful candidates will have a minimum of two (2) years' related work experience, Bachelor's degree or equivalent, CLU or ChFC (preferred); knowledge of life insurance products, life insurance sales, case design and/or product development preferred, and well-developed computer skills, including the use of spreadsheets, Internet and word processing software.

Senior Client Service Analyst (Technical Support)

The Senior Client Service Analyst is responsible for managing the technical support services that M Financial Group provides to over 130 Member Firms (non-critical support Monday-Friday, but must be available 24/7 for critical support needs). This position is also responsible for management of the tier-one technical support team, delivery of tier two and higher support services, development of training programs, vendor management (including issue management and escalation) and delivery of status reports, which include recommendations for changes/enhancements to the support program.

Successful candidates will have:

Bachelor’s degree in business or computer related field; or equivalent combination of education and experience
Minimum of two (2) years of related work experience, including management, supervisory or leadership experience
Experience with client services or call-center methodologies
Experience with Microsoft operating systems and applications, Customer Relations Management (CRM) systems, security software, hardware configuration, computer and software troubleshooting/maintenance, and basic Active Directory
Demonstrated ability to provide excellent customer service and to analyze service statistics to develop tactical and strategic improvement recommendations
Exceptional organizational skills, with the proven ability to deal with changing requirements/priorities, provide follow through and manage multiple projects
Excellent written and verbal communication skills; and problem-solving skills
Basic technical writing skills and understanding of curriculum development and teaching techniques
Experience with life insurance, policy administration and/or financial services a plus

Please note, moderate travel is required (25%); and candidates must be available to provide after hours support and weekend work as needed.

Senior Manager, Securities Operations

This position is responsible for the managing, directing and implementing operations strategies and objectives to ensure the achievement of M Holdings Securities Incorporated's (M Securities), which includes brokerage, direct and investment advisory goals.

Additional responsibilities include:

Maintaining operational functions for M Securities including transaction processing and support for business through our clearing firm, new account review, approval and issuing of commissions, and records management and retention;
Mentoring and supervising the M Securities Operations team;
Establishing objectives for functional areas of Operations including brokerage business (Pershing) and direct business; and develop specific short and long range goals and programs in addition to establishing supporting budgets and financial estimates;
Working with and providing information to the Financial Principal for M Securities for preparation and filing of financial reports, completing FOCUS reports, completing audited financial statements;
Reviewing and maintain processes for ensuring payments of commissions to the registered representative and reporting on the payments.

Successful candidates will have Bachelor's degree or equivalent and minimum of ten (10) years of progressively responsible, related work experience. Securities Licenses: Series 7, 24, 63 and 65 or 66; Series 53, 66 and 4 (any licenses not currently held will need to be obtained within twelve months of employment). Life insurance license or ability to obtain within six (6) months of employment. Candidates must also have an aptitude for understanding complex and changing securities laws and regulations along with excellent oral and written communication skills; well-developed interpersonal skills with the ability to establish and maintain effective working relationships; and a demonstrated skill and ability to set up complex operational processes and procedures. Proficiency in the MS Office Suite, Outlook, and the internet is required. Moderate travel is also required.

Senior Project Manager

This position has primary responsibility for the overall management of M Financial Holding’s (MFH) information systems and related processes including web administration, financial systems, HRIS, and Carrier data systems that support Member Firms. Additional responsibilities include project management, analysis, application selection or design, implementation, administration, vendor and consultant management, support and training.

Successful candidates will have a Bachelor’s degree (or equivalent) and a minimum of 5 years of related experience, with a minimum of 3 years experience as a project manager with experience with three-tier application requirements and design. Candidates will also have well-developed computer skills with proficiency in application delivery and experience in building and managing complex systems and/or spreadsheets; demonstrated experience in project management, application development methodologies, database design, data warehousing, and customer relationship management; and excellent written and verbal communication skills. Project Management Professional (PMP) certification and experience with life insurance and/or financial services preferred. Light travel required (less than 20%).

Trading Services Specialist

This position is responsible for supporting our Member Firms (“Clients”) with set up of new accounts in both Caesar and Bank of New York platforms, including NetX 360. Additional responsibilities include ensuring proper documentation and information is received for each account opened, including proper funding and processing of Registered Investment Advisor (RIA) accounts; providing coverage for Pershing trade entry and daily processing; and providing support to other Broker/Dealer teams as needed. Knowledge of investment and securities regulations preferred, but not required.

Successful candidates will have:

Two year degree or equivalent combination of education and work experience.
Minimum of two years of progressively responsible related work experience.
Securities Licenses: 7, 24 and 63 (any licenses not currently held will need to be obtained within twelve (12) months of employment).
Life insurance license or ability to obtain within twelve (12) months of employment.
Well-developed computer skills with strong proficiencies in MS Office.
Aptitude for understanding complex and changing securities laws and regulations.
Well-developed interpersonal skills and the ability to establish and maintain effective working relationships.
Advanced knowledge of administrative and office procedures; and ability to set up operational processes and procedures.
Excellent written and verbal communication skills.
Excellent grammatical, proof reading and spelling skills.
Ability to work independently and handle multiple projects and deadlines.

To apply to any of the open positions, please send your resume and salary requirements to:

M Financial Group
Attn: Human Resources
PO Box 2207
Portland, OR 97208-2207
Fax: 503.414.7223
Email: Human Resources

Current Employment Opportunities at M Benefit Solutions

Associate

M Benefit Solutions, an M Member Firm and a wholly owned subsidiary of M Financial Group based in Portland, Oregon, is a recognized expert in the executive compensation planning arena. For over a quarter century, M Benefit Solutions has provided innovative benefit management services for nonqualified plans. We are a well-recognized company with great opportunities for advancement and are currently seeking achievement-oriented professionals to join our team.

This position is responsible for the day-to-day administration of a wide variety of nonqualified benefit plans for corporate clients. Other duties include maintaining the Client Activity Master Calendar; preparing monthly benefit statements and cash value reports; gathering and verifying and entering data into proprietary systems; and producing reporting for clients.

Successful candidates will have a Bachelor's degree in Accounting, Finance, Mathematics or related field; and a minimum of four years of related experience in accounting, insurance or employee benefits (banking industry experience a plus). Candidates must also have well-developed computer skills including proficiency with MS Word, Excel and Access; ability to manage complex, conflicting priorities under pressure and in a time sensitive manner; excellent verbal and written communication skills and the ability to maintain confidentiality and meet compliance and regulatory requirements. Insurance license and Series 6 license required (any licenses not currently held will need to be obtained within twelve (12) months of employment).

We offer an exceptional work environment and an outstanding compensation and benefits package. If you have an entrepreneurial spirit and enjoy developing innovative solutions to complex problems in a collaborative environment, please indicate the job title in the subject line and forward your resume and salary requirements to us today.

To apply to any of the open positions, please send your resume and salary requirements to:

M Benefit Solutions
Attn: Human Resources
PO Box 2207
Portland, OR 97208-2207
Fax: 503.414.7223
Email: Human Resources