Charles Schwab jobs in Los Angeles, CA

Your Opportunity Your Opportunity: Investor Advice Solutions consists of Schwab Wealth Advisory (SWA), and SWA Centralized Service & Operations. Schwab Wealth Advisory is a premier, fee based comprehensive wealth management solution providing clients with a personal relationship, specialized service and ongoing wealth management advice built on Schwab's approach to core wealth management topics. Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions founded on a financial plan and applying a meticulous investment methodology. The Schwab Wealth Advisory Director role will be critical to supporting the leadership and their teams while driving scale and making it easy to do business with Schwab and deepening client relationships. The Regional Director will lead all SWA teams aligned with and supporting a local branch region. This includes interfacing with the branch Regional Market Executive and developing specialist wealth management teams accountable for shared goals of growth, client retention, staff retention, wealth management expertise and delivery, and creating client experiences that drive company leading Client Promoter Scores (CPS). Key Outcomes: * As a senior leader, you have strong organizational and people leadership capabilities combined with wealth management technical breadth and depth that allows you to see the big picture, connect dots, and align cross-functional teams optimally to deliver on business metrics, including growth, retention, financial planning penetration, and CPS. * You build robust leadership teams through mentoring, coaching, and developing on topics such as practice management, wealth management, and relationship management abilities as well as behavioral skills including influencing, communications, and change management. * You have an ability to understand, develop, and communicate strategy to senior business leadership. You are results oriented and proactively resolve issues and risks while operating with integrity and clarity. * Successfully communicate and build partnerships, with a unique focus on branch relationships, across the firm to explain the value proposition of Schwab Wealth Advisory and gain agreement on the best way to work together to achieve the successful outcomes. * Build and maintain strong working relationships within multiple areas of Schwab, creating an environment where your team is balancing business development and business operations to increase efficiency, productivity, and scale. * Proactively represent the needs and perspectives of Schwab Wealth Advisory and communicates with leaders to provide updates and support for their organizations. * Understand the foreseeable needs of the business and develop plans to effectively complete priorities. * Provide input and recommendations on deployment strategies, ensuring the business needs are elevated and solutions to support those needs are implemented. What you have Required Skills & Experience: * Bachelor's Degree required. * Active and valid FINRA Series 7 license required. * Active and valid FINRA Series 66 & 9/10 required (may consider 120-day condition of employment). * CFP designation or CFA designation (may consider 24-month condition of employment). * Minimum of 10 years in the securities or financial services industry with experience leading people leaders, preferably focused on business development. * Proven track record to influence, engage and build consensus with executives, peers, and front-line employees. * Recognized leader with a proven track record of performance. * Demonstrated success with leading and coaching people leaders. * Strong problem solving and critical thinking skills, as well as keen attention to detail. * Exceptional public speaking and presentation skills * Holds self and others accountable to the highest standards of teamwork, collaboration, and delivering results. * Strong time management and organization skills required to handle multiple projects and responsibilities. * Highly comfortable with ambiguity and effective in leading change. * Strong discernment, including knowledge and understanding of the Branch Network, Client Service & Support, and Investor Development Team. * Ability to travel to multiple sites offices across the country (25-30% of time). * Must be located in the region or a central location supporting this region.

Job Description Title- Full Stack Dev-AI Rate- $52-58/hr Note from client: & Skill sets reviewed (All Rating are out of 5) & C# Microsoft Full Stack & Azure OpenAI Service (prompt engineering and integration with enterprise workflows) Or any AI & Hands-on experience in secure deployment and scalability best practices for enterprise AI workloads & MCP (model context protocol) Framework experience & Microsoft Project Ecosystem Expertise & Playwright, JMeter, Postman, and REST API testing & DevOps CI/CD & C# Microsoft Full Stack Can you describe a full stack application you developed using C#, including how you structured the backend and frontend layers for scalability and maintainability? Azure AI Foundry MLOps Tell me about a project where you developed and deployed models using Azure AI Foundry, and how you applied MLOps practices to ensure reliability and automation. Azure OpenAI Service Enterprise Workflows How have you used Azure OpenAI Service for prompt engineering, and what approaches did you take to integrate it into enterprise workflows? Secure Deployment Scalability What steps have you taken to ensure secure deployment and scalability of enterprise AI workloads, and can you share a specific example of how you applied best practices? MCP Framework What is your experience with the Model Context Protocol (MCP) framework Testing Tools Can you explain how you have used Playwright, JMeter, or Postman to test REST APIs, and what strategies you followed to validate performance and reliability? DevOps CI/CD How have you implemented CI/CD pipelines for enterprise applications, and what tools or practices did you use to support automated builds, testing, and deployments? & & Primary Skills: • Full Stack (C# TypeScript or JavaScript, and Python) • Azure Services • Azure OpenAI, and Cognitive Services • MCP framework • Microsoft ecosystem experience • Playwright, JMeter, Postman, and REST API testing Good to Have: • Proficient in Microsoft Copilot extensibility, Semantic Kernel (including planner, memory, and connectors), and prompt orchestration • DevOps CI/CD: Knowledgeable in Azure DevOps, GitHub Actions, and Bicep for continuous integration and deployment • GitHub Copilot

**Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Summer Internship Program **Job description** Our Summer Internship Program is a nine-week internship taking place June through August. This program is designed to provide students with a challenging, meaningful and supportive internship experience that replicates, as closely as possible, the experience of being a full-time BlackRock Analyst. The program begins with an orientation that offers a thorough overview of the firm and the opportunity to hear from a number of senior leaders. Following orientation, interns receive on-the-job training and are given day-to-day responsibilities to contribute to their teams throughout the summer. Programming also features a speaker series, mentoring and various networking opportunities, including activities with our employee networks. If you enjoy this program, you should explore our Full-Time Analyst Program, which you can consider applying to after your internship. **Who can apply:** Undergraduate or master's students graduating between September 2026 and July 2027. **Important:** Candidates can apply for **only one program** (e.g., Summer Internship Program **or** Quantitative Master's Internship Program) and **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $38.46 - $55.25 Corporate & Strategic Functions $38.46 - $48.07 Investment $38.46 - $56.49 Operations $36.05 - $56.49 Technology $43.26 - $56.49 **For Florida, Georgia, Illinois, Massachusetts, New Jersey, Washington state, and Washington DC, only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Salary Range (hourly rate)** Client & Product Functions $36.05 - $48.07 Corporate & Strategic Functions $36.05 - $45.67 Investment $36.05 - $54.08 Operations $33.65 - $54.08 Technology $38.46 - $54.08 **For Montreal and Toronto only:** The salary ranges for these positions are below (in CAD). Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Area** **Salary Range (hourly rate)** Client & Product Functions $38.82 - $45.67

Job Description Operations Manager / Director of Operations Spach & Associates in Calabasas, California About Us Spach & Associates is a leading financial advisory group dedicated to helping individuals and families achieve their financial goals through comprehensive planning, strategic investment management, and highly personalized service. We are committed to operational excellence, client satisfaction, and the professional growth of our team. Position Overview We are seeking a highly experienced and strategic Director of Operations & Client Service to drive operational efficiency, lead client service excellence, and oversee the professional development of our service teams. This pivotal leadership role bridges client relationship management with business operations, ensuring accuracy, scalability, and a seamless client experience aligned with our growth strategy. Key Responsibilities Client Service & Transition Management Oversee the seamless transition of select client relationships to team advisors, ensuring continuity of service. Develop and implement client segmentation strategies to match clients with the right service model. Lead the execution of client service models, operational workflows, and technology solutions to enhance efficiency and client satisfaction. Operational Leadership & Process Optimization Structure workflows and allocate resources to ensure thorough, accurate, and timely delivery of client solutions. Document, manage, and refine operational systems for efficiency, scalability, and compliance. Establish quality control measures and checks to maintain high standards of accuracy and data integrity. Lead weekly and monthly operational planning cycles for service providers. Performance Management & Team Development Set clear expectations, track progress, and provide regular feedback for team members. Facilitate operational forecasting and planning sessions to optimize resources and workflow. Conduct quarterly performance reviews, focusing on measurable outcomes and professional growth. Create career development paths and performance improvement strategies. Financial & Business Health Monitor KPIs related to client retention, service efficiency, compliance, and operational accuracy. Identify opportunities to improve operational profitability while maintaining service excellence. Key Performance Indicators (KPIs) Client Success: Retention rates, AUM and GDC growth, client satisfaction, successful transition completion. Operational Excellence: Process efficiency, reduced error rates, compliance audit results, timely planning execution. Team Performance: Employee engagement, retention, completion of development plans, performance review outcomes. Risk Management Oversee operational compliance to minimize risk and ensure adherence to industry regulations. Qualifications Bachelor's degree in business, finance, or related field. 5+ years of leadership experience managing service operations, preferably in financial services. Proven track record in optimizing operational processes and managing client service models. Exceptional organizational skills, attention to detail, and commitment to accuracy. Strong leadership, communication, and problem-solving abilities. Salary Exempt role $125,000 - $165,000 annually, commensurate with experience and qualifications. Benefits Option to participate in 401K with a 6% match - eligible after six months of service. Option to participate in group disability policy. How to Apply Interested candidates should submit their resume along with a cover letter detailing their qualifications, leadership experience, and interest in the role. Equal Opportunity Employer Spach & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: * Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service * Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash * Identify referral opportunities for new products and services based on client's financial goals * Educate clients on digital and self-service opportunities offered by Citi * Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets * Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed * Maintain working knowledge of client accounts as well as new and existing products and services offered. * Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * Previous relevant experience preferred * Demonstrated sales and customer service experience * Money handling experience * Effective problem solving and communication skills * Ability to work well in a team oriented environment Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: Santa Monica California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $23.73 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Sep 23, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. As a member of the Field Service organization within Wealth Management, the Training Specialist is also an extension of the market and regional teams that they support throughout the territories assigned to them. They are responsible for providing ongoing platform support to Financial Advisors and Service Professionals, focusing on key platform enhancements and rollouts as well as developing strategies to encourage continuous engagement and adoption on existing platforms. Key Responsibilities: Partner with Home Office, Regional and Market leadership teams to develop a platform engagement strategy and execution plan for territories assigned Lead virtual and/or in-person group sessions, workshop and/or one-on-one trainings on how to use new and existing platforms and reinforce messaging around why these platforms are important to practices and clients Offer continuous support, refresher sessions and regular communications to ensure teams remain proficient with platforms and focused on engagement and adoption Incorporate strategic priorities and messaging into all platform engagement responsibilities, such as driving efficiencies and enhancing the Morgan Stanley client experience Serve as a subject matter expert for a set of defined key platforms, while also providing general support for all other platforms Assist with new hire onboarding, ensuring seamless transitions into the firm Collaborate with key business partners across the firm to assist markets with additional platform support needs Regularly track key metrics and key performance indicators to remain focused on delivering results Share success stories with peers to drive a culture of collaboration and maximize impact Education and/or Experience: Minimum of 5 years' work experience in a field relevant to the position Active SIE, Series 7 (GS) and Series 66 (AG/RA) or willingness to work towards licensing College degree preferred Knowledge and Skills Required: Proven leadership and coaching abilities Technically proficient and quick learner of new platforms and changes Expert knowledge of basic personal computer, MS Office and internet applications Advanced knowledge of Wealth Management industry Excellent written and verbal communication skills to convey complex information effectively Ability to adapt communication style to suit different audiences and learning styles Exceptional organizational and time management skills to effectively manage schedules Ability to analyze data to identify opportunities and drive results Open to feedback and flexible to adjust approach based on feedback and evolving needs Ability to manage relationships, motivate and lead groups of people at various levels Team player, with the ability to also work independently Knowledge of adult learning principles a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary * In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Job Description Need strong experience in GCP Native, Kubernetes, Harness and Security remediation. & Client is seeking a highly skilled Senior DevOps Engineer to join our platform engineering team and drive our cloud-native transformation. You will play a critical role in modernizing our infrastructure through GitOps practices, leading cloud migration initiatives, and building scalable GCP-based platforms that enable rapid software delivery. This is an exciting opportunity to work in a fast-paced environment and be part of a team that drives innovation, efficiency, and developer productivity within our organization. Duties and Responsibilities: Cloud-Native Platform Engineering Lead the migration of CI/CD pipelines from Jenkins to Harness, ensuring seamless transition and improved deployment capabilities. Design, implement, and maintain robust CI/CD pipelines using Harness as the primary deployment platform, with expertise in migrating legacy Jenkins workflows. Build and optimize GKE-based infrastructure with focus on scalability, reliability, and developer self-service capabilities. Lead technical initiatives to migrate Google Cloud VMware Engine (GCVE) workloads to native GCP services and GKE platforms. Implement GitOps workflows using Harness and GKE, ensuring declarative infrastructure management and automated deployment processes. Design and implement infrastructure-as-code using Terraform and Ansible to automate and standardize GCP deployments. Legacy System Migration Modernization Lead technical initiatives to migrate legacy applications from on-premises infrastructure (VMS, traditional servers) and Google Cloud VMware Engine (GCVE) to GKE cloud-native platforms. Drive the migration of existing Jenkins-based CI/CD pipelines to Harness, ensuring feature parity and improved deployment capabilities. Collaborate with application teams to assess, plan, and execute GCVE-to-GKE migration strategies that minimize business disruption. Develop standardized migration patterns and automation frameworks using Harness and GKE to accelerate application transformation efforts. Implement containerization strategies and Kubernetes deployment patterns for legacy workloads transitioning from GCVE environments. Cross-Functional Collaboration Leadership Lead projects across application teams to ensure adherence to best practices for GKE infrastructure and Harness-based deployment workflows. Collaborate with development teams to onboard applications from Jenkins to Harness and onto GKE, ensuring smooth integration and deployment processes while balancing developer productivity needs with enterprise requirements. Work closely with Technical Product Managers to translate business requirements into technical solutions using GKE and Harness platform capabilities. Collaborate with architecture teams in discussions and decision-making related to GKE architecture, Harness pipeline design, and GCVE migration strategies. Drive modern agile practices within platform engineering teams, including sprint planning, retros Clienttives, and continuous improvement methodologies to maintain team focus and delivery excellence. Cloud Governance Security Implement and manage comprehensive cloud governance strategies, including InsightCloudSec, Cost Governance, Compute Governance, and overall Cloud Governance for the Enterprise. Implement and enforce security best practices, including Workload Identity, Identity Access Management (IAM), and other enterprise security initiatives. Configure auto-scaling, load balancing, and resource allocation for efficient cluster utilization and cost optimization. Enforce cluster policies using GKE Policy Config Management and ensure compliance with enterprise standards. Monitoring Operational Excellence Continuously monitor and optimize the performance, security, and scalability of cloud infrastructure and applications. Implement comprehensive observability solutions and establish SLIs/SLOs for platform services. Troubleshoot and resolve issues related to DevOps and cloud infrastructure, ensuring minimal downtime and maximum availability. Drive automation initiatives to eliminate manual processes and improve operational efficiency. Innovation Continuous Improvement Stay current with the latest trends and best practices in platform engineering, cloud-native technologies, and GitOps practices. Evaluate and recommend new technologies and tools that enhance platform capabilities and developer experience. Contribute to the development of internal tooling and frameworks that accelerate engineering productivity. Champion modern agile methodologies and team practices, including establishing clear team ceremonies, metrics-driven development, and continuous feedback loops. Lead by example in promoting focused work practices, sprint accountability, and iterative improvement within the platform engineering organization. Skills Preferences: Advanced expertise in Google Kubernetes Engine (GKE), including GKE standard, GKE Enterprise, and GKE Autopilot configurations. Proven experience with Harness platform for CI/CD, including pipeline design, deployment strategies, and GitOps workflows. Strong background in migrating CI/CD pipelines from Jenkins to Harness, with understanding of pipeline conversion strategies and best practices. Experience with Google Cloud VMware Engine (GCVE) and expertise in migrating GCVE workloads to native GCP services and GKE. Significant knowledge of Infrastructure-as-Code principles using Terraform and Ansible for GCP and GKE automation. Experience leading cloud migration initiatives from legacy systems (VMS, GCVE, traditional infrastructure) to modern GKE-based platforms. Deep understanding of Google Cloud Platform services, with sClientific focus on GKE, Cloud Build, Artifact Registry, and networking. Proficiency in Harness-sClientific features including continuous verification, policy management, and deployment strategies (blue-green, canary, rolling). Experience with Cloud Governance practices, including cost optimization, security compliance, and resource management within GKE environments. Strong scripting capabilities (Python, Bash, Go) for automation and tooling development, particularly for Harness and GKE integrations. Strong troubleshooting and problem-solving skills with the ability to diagnose and resolve complex technical issues in GKE and Harness environments. Excellent collaborative skills with proven ability to work across diverse teams and communicate GKE and Harness technical concepts to both technical and non-technical stakeholders. Strong leadership capabilities for mentoring junior engineers, leading Jenkins-to-Harness migration initiatives, and driving modern agile team practices. Experience implementing and coaching agile methodologies, sprint planning, retros Clienttives, and team focus techniques within technical teams. Experience with monitoring and observability tools integrated with GKE and Harness (AppDynamics, Splunk, Prometheus, etc.) and establishing reliability practices. Continual learning mindset, staying updated with the latest GKE features, Harness capabilities, and modern platform engineering practices.

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: * Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. * Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. * Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * Ability to adapt and implement change as the market and business conditions evolve * Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation * Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: We offer a competitive benefits package that takes care of the whole you - both today and in the future: * Base salary * 401(k) with company match and Employee stock purchase plan * Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service * Paid parental leave and family building benefits Investment Professionals' Compensation | Charles Schwab In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.

The Asset Management Analyst opportunity is open to candidates interested in San Francisco and/or Los Angeles. Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Real Estate Investing (“MSREI”) is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $53 billion of gross real estate assets worldwide on behalf of its clients. Job Description: As a member of Morgan Stanley Real Estate Investing's U.S. Asset Management team, the individual will play an integral role working with all senior staff members in fulfilling specific property and/or portfolio level responsibilities. Responsibilities will focus on providing analytical support for the asset management team utilizing Argus cash flow and Excel software. Primary Responsibilities: Work directly with asset managers, leasing and property management teams on approximately 30 - 35 assets Prepare cash flow analyses, including: sensitivity analyses, quarterly cash flow models, annual asset valuations and in-depth valuation and hold/sell analyses Review and assist in preparation of budgets and preparation of strategic plans Analyze and review leases Prepare quarterly client reports Coordinate and review third-party independent appraisals as well as preparation of internal valuations Participate in ad hoc analyses Assist with acquisition and disposition due diligence and asset financings Skills/Experience/Education Required: BA/BS required Three to four years of real estate experience required Strong analytical and financial skills Strong working knowledge of cash flow modeling; Argus Strong oral and written communication skills Knowledge of appraisal fundamentals Ability to work within a team and under tight deadlines High commitment, strong self-motivation, and proactive Strong attention to detail Ability to effectively prioritize and handle multiple tasks WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Norco California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $44,170.00 - $57,630.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $21.23 - $27.70 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 17, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Job Description We are seeking an AI Engineer with strong C# Microsoft Full Stack expertise and deep experience across the Microsoft ecosystem. The candidate must have hands-on proficiency in Azure AI Foundry for model development, deployment, and MLOps, along with Azure OpenAI Service for prompt engineering and workflow integration. Expertise in secure, scalable enterprise AI deployment and familiarity with the MCP framework are essential. Preferred skills include SAP Finance, Treasury, and Payout module exposure, Azure Fabric (OneLake, Data Engineering pipelines, NLP), and experience with DevOps and CI/CD. Mandatory Skills: C# Microsoft Full Stack Azure AI Foundry (model development, deployment, and MLOps) Azure OpenAI Service (prompt engineering and integration with enterprise workflows) Hands-on experience in secure deployment and scalability best practices for enterprise AI workloads MCP framework Strong experience within the Microsoft ecosystem Good to Have: Experience with SAP Finance, Treasury, and Payout modules Azure Fabric (OneLake, Data Engineering pipelines, NLP, etc.) DevOps CI/CD experience

Operations Manager / Director of Operations Spach & Associates in Calabasas, California About Us Spach & Associates is a leading financial advisory group dedicated to helping individuals and families achieve their financial goals through comprehensive planning, strategic investment management, and highly personalized service. We are committed to operational excellence, client satisfaction, and the professional growth of our team. Position Overview We are seeking a highly experienced and strategic Director of Operations & Client Service to drive operational efficiency, lead client service excellence, and oversee the professional development of our service teams. This pivotal leadership role bridges client relationship management with business operations, ensuring accuracy, scalability, and a seamless client experience aligned with our growth strategy. Key Responsibilities Client Service & Transition Management Oversee the seamless transition of select client relationships to team advisors, ensuring continuity of service. Develop and implement client segmentation strategies to match clients with the right service model. Lead the execution of client service models, operational workflows, and technology solutions to enhance efficiency and client satisfaction. Operational Leadership & Process Optimization Structure workflows and allocate resources to ensure thorough, accurate, and timely delivery of client solutions. Document, manage, and refine operational systems for efficiency, scalability, and compliance. Establish quality control measures and checks to maintain high standards of accuracy and data integrity. Lead weekly and monthly operational planning cycles for service providers. Performance Management & Team Development Set clear expectations, track progress, and provide regular feedback for team members. Facilitate operational forecasting and planning sessions to optimize resources and workflow. Conduct quarterly performance reviews, focusing on measurable outcomes and professional growth. Create career development paths and performance improvement strategies. Financial & Business Health Monitor KPIs related to client retention, service efficiency, compliance, and operational accuracy. Identify opportunities to improve operational profitability while maintaining service excellence. Key Performance Indicators (KPIs) Client Success: Retention rates, AUM and GDC growth, client satisfaction, successful transition completion. Operational Excellence: Process efficiency, reduced error rates, compliance audit results, timely planning execution. Team Performance: Employee engagement, retention, completion of development plans, performance review outcomes. Risk Management Oversee operational compliance to minimize risk and ensure adherence to industry regulations. Qualifications Bachelor's degree in business, finance, or related field. 5+ years of leadership experience managing service operations, preferably in financial services. Proven track record in optimizing operational processes and managing client service models. Exceptional organizational skills, attention to detail, and commitment to accuracy. Strong leadership, communication, and problem-solving abilities. Salary Exempt role $120,000 - $150,000 annually, commensurate with experience and qualifications. Benefits Option to participate in 401K with a 6% match - eligible after six months of service. Option to participate in group disability policy. How to Apply Interested candidates should submit their resume along with a cover letter detailing their qualifications, leadership experience, and interest in the role. Equal Opportunity Employer Spach & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Your Opportunity Your Opportunity: Investor Advice Solutions consists of Schwab Wealth Advisory (SWA), and SWA Centralized Service & Operations. Schwab Wealth Advisory is a premier, fee based comprehensive wealth management solution providing clients with a personal relationship, specialized service and ongoing wealth management advice built on Schwab's approach to core wealth management topics. Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions founded on a financial plan and applying a meticulous investment methodology. The Schwab Wealth Advisory Director role will be critical to supporting the leadership and their teams while driving scale and making it easy to do business with Schwab and deepening client relationships. The Regional Director will lead all SWA teams aligned with and supporting a local branch region. This includes interfacing with the branch Regional Market Executive and developing specialist wealth management teams accountable for shared goals of growth, client retention, staff retention, wealth management expertise and delivery, and creating client experiences that drive company leading Client Promoter Scores (CPS). Key Outcomes: * As a senior leader, you have strong organizational and people leadership capabilities combined with wealth management technical breadth and depth that allows you to see the big picture, connect dots, and align cross-functional teams optimally to deliver on business metrics, including growth, retention, financial planning penetration, and CPS. * You build robust leadership teams through mentoring, coaching, and developing on topics such as practice management, wealth management, and relationship management abilities as well as behavioral skills including influencing, communications, and change management. * You have an ability to understand, develop, and communicate strategy to senior business leadership. You are results oriented and proactively resolve issues and risks while operating with integrity and clarity. * Successfully communicate and build partnerships, with a unique focus on branch relationships, across the firm to explain the value proposition of Schwab Wealth Advisory and gain agreement on the best way to work together to achieve the successful outcomes. * Build and maintain strong working relationships within multiple areas of Schwab, creating an environment where your team is balancing business development and business operations to increase efficiency, productivity, and scale. * Proactively represent the needs and perspectives of Schwab Wealth Advisory and communicates with leaders to provide updates and support for their organizations. * Understand the foreseeable needs of the business and develop plans to effectively complete priorities. * Provide input and recommendations on deployment strategies, ensuring the business needs are elevated and solutions to support those needs are implemented. What you have Required Skills & Experience: * Bachelor's Degree required. * Active and valid FINRA Series 7 license required. * Active and valid FINRA Series 66 & 9/10 required (may consider 120-day condition of employment). * CFP designation or CFA designation (may consider 24-month condition of employment). * Minimum of 10 years in the securities or financial services industry with experience leading people leaders, preferably focused on business development. * Proven track record to influence, engage and build consensus with executives, peers, and front-line employees. * Recognized leader with a proven track record of performance. * Demonstrated success with leading and coaching people leaders. * Strong problem solving and critical thinking skills, as well as keen attention to detail. * Exceptional public speaking and presentation skills * Holds self and others accountable to the highest standards of teamwork, collaboration, and delivering results. * Strong time management and organization skills required to handle multiple projects and responsibilities. * Highly comfortable with ambiguity and effective in leading change. * Strong discernment, including knowledge and understanding of the Branch Network, Client Service & Support, and Investor Development Team. * Ability to travel to multiple sites offices across the country (25-30% of time). * Must be located in the region or a central location supporting this region.

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.