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Gbu Financial Life Jobs (NOW HIRING)

Hp

Enterprise NPI Pricing Lead

Vancouver, WA · On-site

$83K - $127K/yr

Partnering closely with Finance, Product Management, Category teams and regional market leaders ... Life insurance * Generous time off policies, including; * 4-12 weeks fully paid parental leave ...

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Gbu Financial Life information

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$31.5K

$74.5K

$117K

How much do gbu financial life jobs pay per year?

As of Aug 22, 2026, the average yearly pay for gbu financial life in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What is a GBU Financial Life?

A GBU Financial Life job typically involves working for GBU Financial Life, a fraternal benefit society that provides insurance and financial services. Positions may include roles in customer service, underwriting, sales, or financial advising. Employees help members with life insurance policies, annuities, and other financial products. The organization also focuses on supporting community and charitable initiatives. Job responsibilities vary based on the role but generally involve financial planning, policy management, and member engagement.

What are the main responsibilities and daily tasks in the GBU Financial Life role?

As a GBU Financial Life professional, your core responsibilities include collaborating with clients to assess their financial goals, developing and implementing custom financial plans, and continuously monitoring the progress of these plans. You typically spend your day meeting with clients, conducting market research, preparing financial reports, and staying up-to-date with industry regulations and products. The role also involves regular teamwork with other financial advisors, analysts, and specialists to ensure comprehensive client support. GBU Financial Life positions often offer exposure to a diverse range of financial products and services, providing opportunities for ongoing learning and career advancement.

What are the key skills and qualifications needed to thrive in the GBU Financial Life position, and why are they important?

To thrive in a GBU Financial Life position, you need a strong grounding in financial analysis, wealth management, and client relationship building, often supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as CFP or CFA is commonly required. Outstanding interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly to clients set top professionals apart. These abilities ensure you can effectively support clients' financial goals while adhering to industry regulations and building lasting trust.

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What are the most commonly searched types of Gbu Financial Life jobs?

The most popular types of Gbu Financial Life jobs are:

What states have the most Gbu Financial Life jobs?

States with the most job openings for Gbu Financial Life jobs include:

What job categories do people searching Gbu Financial Life jobs look for?

The top searched job categories for Gbu Financial Life jobs are:

Gbu Financial Life jobs near you
Infographic showing various Gbu Financial Life job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, and 15% Hybrid job distribution, with an average salary of $74,528 per year, or $35.8 per hour.

Process Optimization Analyst

SUMITOMO MITSUI TRUST BANK, LIMITED

Manhattan, NY • Hybrid

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.


This role is for Assistant Officer level candidates.


About the Bank

Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
Department Overview

The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions.

Investor Services and Business Solution (“ISB”)

The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU.

Specialty Finance Department (“SFD”)

The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, and Aviation.


Real Estate Finance (“REF”)

The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area.


Your Role Overview:

Operations Analyst, ISB, SFD,REF

Responsible for deal processing, internal control and regulatory compliance.


Your Duties and Responsibilities:

Operations Analyst, ISB, SFD,REF

  1. Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review.
  2. Ensures compliance and operational requirements are satisfied before closing and for amendments.
  3. Coordinates with internal and third parties to effect bookings, amendments and funding.
  4. Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements.
  5. Tracks credit documentation and other customer reporting requirements for timely receipt.
  6. Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents.
  7. Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals.
  8. Performs other duties and responsibilities as assigned by management.


Your Qualifications:
  1. Bachelor's degree in Finance, Economics or related field with 0-2 years of related experience.
  2. 2+ years of banking experience preferred.
  3. Bilingual oral and written skills on a business level in both English and Japanese.
  4. General knowledge of banking principles and/or loan markets.
  5. Excellent organization skills and detail oriented.
  6. Good interpersonal skills for team-oriented environment.
  7. Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access).
  8. Excellent oral and written communication skills.


Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
  • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
  • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.


Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny



We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application