Charles Schwab jobs in Los Angeles, CA - 203 jobs

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 a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications * CFP designation or CFA designation * Bachelor's degree * Active and valid FINRA Series 7 license * May be obtained with a 120-day condition of employment * Active and valid FINRA Series 66 license required * May be obtained with a 120-day condition of employment * Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications * Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Job Description Executive Assistant Frederich Family Wealth A Private Wealth Advisory Practice of Ameriprise Financial Pasadena, CA | Full-Time Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness. This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support. Position Overview The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality. This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor's time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued. Key Responsibilities Executive & Administrative Support Manage inbound email and communications, prioritizing and escalating as appropriate Manage the Advisor's calendar, including client meetings, internal meetings, and travel coordination Proactively anticipate needs and independently manage administrative workflows Provide discreet personal administrative support as needed (e.g., personal email, scheduling, or errands) with strict confidentiality Operations & Workflow Management Maintain documentation, CRM data entry, and task tracking Oversee operational workflows, including task prioritization, project support, and client-service coordination Support meeting preparation, materials, and follow-up Client Service & Office Support Support phone coverage by answering and routing calls/messages Assist with client communications and administrative follow-up Provide general administrative support, including scheduling, email management, task assignments, and follow-up documentation Qualifications 5-7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services Previous experience with Ameriprise Financial is highly preferred Bachelor's degree preferred but not required Exceptional organizational skills and strong attention to detail High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred Strong analytical, problem-solving, and independent judgment skills Excellent written and verbal communication Pleasant, professional, and personable demeanor; team player Highest levels of discretion, integrity, and confidentiality Comfortable supporting both business and limited personal administrative tasks “Can-do” attitude: proactive, assertive, resilient, emotionally intelligent, and aligned with firm culture Compensation & Benefits Salary: $85,000-$100,000 annually, depending on experience (Exempt) Comprehensive benefits package, including: Paid Time Off (PTO) 10 Paid Holidays 401(k) with employer match (4% employer match when employee contributes 5%) Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents Initially full-time in-office, with potential for hybrid model after training Why Join Us Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact. Our Mission At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received. How to Apply Please submit the following for consideration: Resume Cover letter Equal Opportunity Employer Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. WHO WE ARE: Resy is the American Express global dining platform. Our mission is to power the world's best restaurants, using technology to imagine the future of hospitality. We serve 10,000 restaurants globally. Our customers discover the amazing world of restaurants thanks to our content-rich website and innovative mobile app. Our diners are insiders, and we love having them at the table. We're hiring, too. Interested in joining our team of restaurant-obsessed explorers? Right this way. ABOUT THE ROLE: Resy is looking for an experienced Field Sales Executive to continue growing our network of industry-leading restaurants. Your primary focus will be to work with our Sales leaders to hone our current strategy and bring on strategic upmarket partners that add value to our network. Residence in Los Angeles is required. WHAT YOU'LL DO: * Full-cycle sale from prospecting and lead generation, to demo, to close * Develop and execute a go-to-market strategy specific to your assigned territory in the Los Angeles area * Use existing industry relationships to secure top-level meetings at the best restaurants and groups in your assigned territory * Develop new key industry relationships using a Field sales approach to prospecting * Actively target new restaurant openings and top restaurants that have the maximum impact to our network and business * Consistently deliver against sales targets * Maintain a highly organized CRM (Salesforce) and sales pipeline WHO YOU ARE: * A senior sales executive or a high-level restaurant operator well versed in the business side of operations * You have established relationships with the top restaurants in your territory * You have a unique blend of experience with technology and hospitality * You are able to leverage your existing network and industry relationships to create new leads * You have a proven track record of success in previous roles * You are committed to winning over new business * You are driven by challenges - you see the word "no" as an opportunity versus a hurdle * You have a go-getter attitude and can work autonomously, in a remote sales role, to execute aggressive sales goals * You have strong communication and presentation skills, both written and verbal * You are passionate about restaurants, restaurant technology, and the hospitality industry * You have a willingness and desire to travel, if necessary BIG PLUS IF YOU HAVE: * Experience selling tech products or other reservation systems into restaurants Resy is committed to Equal Employment Opportunity through attracting and retaining a diverse team of employees and creating an inclusive environment for all. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Resy is operated by RESY NETWORK, INC. (hereinafter, "we", "our" or "us"). We respect your privacy and are committed to protecting specifically identify you. We do not collect personal information unless you submit that information to us. Please refer to our Privacy Policy for more information on how we collect and process your personal information. Salary Range: $69,750.00 to $110,000.00 annually + sales incentive + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

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).

**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

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).

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Owners team in the Americas. This role is located in New York City, Boston, MA or Los Angeles, CA. In this role, you'll make an impact in the following ways: * Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue * Identify and lead new client acquisitions, including prospecting across the enterprise and externally * Be a leader of Asset Servicing Client Coverage in the NY or LA office, facilitating senior executive engagement with clients * Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. * 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required * Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience * Proven ability to capture wallet share through proactive client management practices * Experience developing new relationships with prospective clients through to conversion * Ability to rally the broader organization to solve complex problems and meet the expectation of our clients At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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).

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).

**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.

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.

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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Field Sales Manager of Business Development - Middle Market Field Inspire Growth. Drive Impact. Lead the Future of Middle Market Sales. At American Express, we do not just sell - we shape how companies do business. Our Middle Market Field Sales organization is leading the charge in one of the fastest-growing commercial segments in the U.S. As a Field Sales Manager of Business Development you will play a pivotal role in expanding our reach among companies with annual revenues between $10M-$300M, driving relationships that fuel innovation, efficiency, and growth. This is not a role for order-takers - it is a role for elite sales professionals who thrive on challenges, influence, and strategic execution. You will operate as a trusted business advisor, partnering directly with C-suite leaders to design tailored financial solutions that empower businesses to reach their potential. If you are driven by winning, inspired by partnership, and motivated by the opportunity to shape the future of our Middle Market success, this is where you belong. What You will Do Own the Market Lead the full acquisition process within your territory, targeting high-value Middle Market clients through strategic, consultative selling. * Build and sustain executive-level relationships with CEOs, CFOs, and financial leaders - positioning American Express as their partner of choice for growth and efficiency. * Leverage your market intelligence, network, and industry insight to identify, develop, and convert new business opportunities. * Maintain a strong in-market presence with 25-50% travel, ensuring personal engagement with the clients who matter most. Lead with Strategy Manage a high-value pipeline with discipline and foresight, accurate forecasting, strong conversion, and consistent quota achievement. * Use data, analytics, and financial insight to prioritize opportunities, optimize resource allocation, and strengthen long-term growth potential. * Collaborate with Risk, Underwriting, Pricing, and Product to deliver tailored, profitable solutions that create client and shareholder value. Advise and Solve * Conduct deep discovery conversations that uncover client pain points and opportunities. * Architect solutions across the American Express suite - from working capital optimization to expense management - that drive measurable business results. * Function as a thought leader, bringing forward insights into market shifts, payment innovation, and financial transformation. Negotiate and Win * Lead complex deal negotiations with precision and confidence, guiding executive stakeholders through strategic and financial considerations. * Close deals with excellence and transition accounts to the Field Account Development team to nurture and grow long-term partnerships. * Champion AMEX's brand of professionalism, integrity, and trusted expertise in every client engagement. Operate with Integrity (100% of Time) * Uphold the American Express Code of Conduct and all Sales Practice standards. * Model ethical decision-making and champion compliance in every phase of the sales process. What You Bring Experience & Achievements * 7+ years of proven success in complex B2B, commercial, or financial sales environments. * Consistent record of top-quartile performance and exceeding ambitious sales targets. * Expertise in consultative, multi-stakeholder selling - with a history of influencing C-suite decision-makers and closing large, high-impact deals. * Demonstrated success in solution-oriented sales across payments, financial services, SaaS, or related industries. * Strong financial acumen with the ability to articulate ROI, profitability, and business impact. Skills & Mindset * Exceptional communicator- able to translate complex solutions into compelling, actionable value for clients. * Analytical thinker with a bias for execution and results. * Confidence maintaining success and high standards in a regulated environment. * Competitive, confident, and composed under pressure - yet collaborative and growth-oriented. * Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital needs to inform strategic solutions and relationship discussions. * Ambitious spirit with the ability to work independently, think creatively, and drive measurable business outcomes while doing so operating within large institutional culture and workflows. * Adaptability in fast-changing environments * Expert in CRM management, pipeline forecasting, and disciplined sales execution. Education * Bachelor's degree preferred; advanced degree or equivalent professional experience also preferred. Why Join American Express When you join American Express, you join a company that believes relationships are built on trust and success is built on people. We invest deeply in our sales colleagues - through world-class training, leadership development, and autonomy to make real impact. As part of the Middle Market Field team, you will represent one of the most trusted brands in the world, helping dynamic, growing companies reach new levels of success. You will be surrounded by high achievers who share your drive for excellence, in a culture that rewards ambition, integrity, and results. If you are ready to own your market, elevate your craft, this may be your opportunity. Salary Range: $69,750.00 to $128,000.00 annually + sales incentive + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary $66,640 - $70,300 Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

**Region** Americas **Countries** Canada, United States **Cities** Atlanta, Boston, Chicago, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Seattle, Toronto **Recruitment Year** 2027 **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 2027 and July 2028. **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

TEST Description Qualifications 1 Qualifications 2 Responsibilities 1 Responsibilities 2

Frederich Family Wealth A Private Wealth Advisory Practice of Ameriprise Financial Pasadena, CA | Full-Time Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness. This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support. Position Overview The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality. This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor's time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued. Key Responsibilities Executive & Administrative Support Manage inbound email and communications, prioritizing and escalating as appropriate Manage the Advisor's calendar, including client meetings, internal meetings, and travel coordination Proactively anticipate needs and independently manage administrative workflows Provide discreet personal administrative support as needed (e.g., personal email, scheduling, or errands) with strict confidentiality Operations & Workflow Management Maintain documentation, CRM data entry, and task tracking Oversee operational workflows, including task prioritization, project support, and client-service coordination Support meeting preparation, materials, and follow-up Client Service & Office Support Support phone coverage by answering and routing calls/messages Assist with client communications and administrative follow-up Provide general administrative support, including scheduling, email management, task assignments, and follow-up documentation Qualifications 5-7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services Previous experience with Ameriprise Financial is highly preferred Bachelor's degree preferred but not required Exceptional organizational skills and strong attention to detail High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred Strong analytical, problem-solving, and independent judgment skills Excellent written and verbal communication Pleasant, professional, and personable demeanor; team player Highest levels of discretion, integrity, and confidentiality Comfortable supporting both business and limited personal administrative tasks “Can-do” attitude: proactive, assertive, resilient, emotionally intelligent, and aligned with firm culture Compensation & Benefits Salary: $85,000-$100,000 annually, depending on experience (Exempt) Comprehensive benefits package, including: Paid Time Off (PTO) 10 Paid Holidays 401(k) with employer match (4% employer match when employee contributes 5%) Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents Initially full-time in-office, with potential for hybrid model after training Why Join Us Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact. Our Mission At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received. How to Apply Please submit the following for consideration: Resume Cover letter Equal Opportunity Employer Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.

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: Inglewood California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 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: $22.84 - $29.80 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: Jan 14, 2026 ------------------------------------------------------ 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.

OUR IMPACT Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Goldman Sachs Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Goldman Sachs Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning. HOW YOU WILL FULFILL YOUR POTENTIAL RESPONSIBILITIES * Partner with Regional Business Developers (RBDs) to understand prospect needs, uncover new ways tools and resources can enable progression of sales leads/opportunities, and deliver solutions that help amplify efforts * Conduct research weekly to drive regional pipeline of corporate sales leads * Respond to and coordinate inquiries from regional advisors related to new employment or board positions their clients have that could provide new sales leads * Collaborate with internal teams to develop, effectively research and analyze marketing leads so we can better identify client/prospect needs and position Goldman Sachs Ayco services in advance of weekly meetings * Work with RBDs to determine and develop the appropriate materials to be used at meetings * Collaborate with RBDs to develop materials requested by clients/prospects including agendas, presentations, proposals, peer analyses, program reviews, roll out materials, program timelines, etc. * Build strong relationships with internal counterparts and attend client/prospect teleconferences and meetings as needed * Maintain institutional opportunities for region and assist with documentation and follow-up from prospect/client discussions, both internally (via Salesforce) and externally * Assist RBDs in project management efforts for large corporate implementations and roll outs * Update weekly and monthly regional opportunity/activity reports * Serve as liaison with our TechRisk Department for completion of corporate client information security reviews and questionnaires * Facilitate responses to Request for Proposals (RFPs) as needed in line with RFP process; update RFP database * Strategize as needed with Brand Strategy on marketing material creation * Partner with Subject Matter Experts (SMEs) to develop financial education content for executive opportunities, as applicable SKILLS & EXPERIENCE WE'RE LOOKING FOR QUALIFICATIONS Bachelor's Degree required, with major coursework in marketing or other business-related discipline * Minimum of 2-3 years of experience in the marketing, sales and/or financial industry preferred * Ability to work with teams and demonstrates strong interpersonal skills * Excellent proficiency in PowerPoint, Excel and MS Word * Experience in Salesforce preferred * Project management skills and strong independent decision-making skills * Presentation and communication skills * Positive attitude and ability to work in a fast-paced environment * Strong attention to detail and ability to consistently meet Goldman Sachs Ayco's high work quality standards * Organizational skills and ability to act with a sense of urgency (will often be working under prospect/client-imposed deadlines) * Ability to effectively prioritize work, multi-task and handle last minute prospect/client requests marketing or other business-related discipline Salary Range The expected base salary for this Newport Beach, CA United States-based position is $60,000 - $125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.