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Chubb jobs in Boston, MA

- 143 jobs
  • Westchester Executive Underwriter

    Chubb 4.3company rating

    Chubb job in Boston, MA

    Key Objective: To execute the CHUBB Westchester Specialty Casualty business unit strategy; product line responsibilities include Primary General Liability , Lead Umbrella, follow form Excess, and High Excess placements. As an underwriting member of the CHUBB Westchester Specialty Casualty Division, this position will work within their local team to achieve profitable underwriting results through the growth, development, servicing and underwriting of Excess and Surplus Lines business. This position will be working directly with other CHUBB divisions toward driving profitable business development within the CHUBB Westchester Specialty Casualty Division. The position will work exclusively through contracted wholesale brokers. The CHUBB Westchester Specialty Casualty Division will provide a single source of access to CHUBB's broad domestic and international product and service offerings within the property and casualty underwriting disciplines. Under limited supervision, primary responsibility is to underwrite individual risks; may also supervise employees. Duties may include but are not limited to: Solicits new and renewal submissions from appointed wholesaler brokers. Determines terms and conditions and complex rating plans. Binds coverage. Documents the underwriting files to company/division expectations. Handles more complex files and portfolios within underwriting authority. PROFITABILITY & PRODUCTION Goal Achievement - Delivering upon the established New and Renewal business goals as provided by the Regional Underwriting Manager. This will include Premium projections as well as all Policy Acquisition Expense budgets. Growth Strategies - Executing upon the assigned roles per the regional marketing plans and strategies. This includes: Client & broker relations including sales calls & attendant strategies Completing target account responsibilities & cross sell strategies Underwriting Integrity - Achieving all underwriting standards as outlined by the CHUBB Westchester Specialty Casualty Division home office and all applicable Underwriting Guidelines, Authorities, and Position Papers. This includes: Risk selection: Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer. Risk Assessment. Ability to identify risk exposures, special or common hazards, and appropriate controls. Ability to select risk based on exposure and risk analysis. Ability to analyze claims and quantify losses. Financial proficiency. Understanding of financial statements and ratios used in risk analysis. Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets. Ability to understand credit risk Actuarial fundamentals. Ability to understand the basics of loss trends, loss triangles, and ratemaking. Ability to quantify risk based on experience history and forecasting methods. Pricing & attachments including rate change goals Terms & conditions - understand and underwrite terms and conditions and underlying terms and conditions. Marketing and Communications - Ability to sell and negotiate to achieve bottom line profitability for the Company. Ability to make presentations and communicate articulately. Ability to base communications on strategic thinking. Ability to manage producer strategy. Systems and programs - Ability to use systems and software programs needed to conduct daily business. BRANCH ADMINISTRATIVE Ensuring the achievement of all divisional standards with regards to all administrative responsibilities as outlined in the CHUBB Westchester Specialty Casualty Operations Manual, including: Accurate & timely policy issuance Accurate billings Manuscript form & endorsement processes File construction and documentation Performance will be measured by: Achievement of premium goals & budgets Adherence to underwriting goals, guidelines & objectives Adherence to departmental workflow and service standards Qualitative assessment of underwriting decisions Results of internal and external underwriting audits: New business submission and quote activity Marketing activity Minimum of 5-7 Years Underwriting experience Experience in underwriting wholesale general liability, umbrella and excess business Construction underwriting experience preferred Insurance related business acumen High level of product knowledge including: Exposure analysis Form & coverages Rating principles and mechanics Negotiation & presentation skills Knowledge of wholesale casualty insurance industry Proven broker relations & customer management skill set Strong verbal and written communication skills Strong organizational skills with attention to detail Ability to work effectively in a team Basic proficiency in Microsoft Word, Excel, Power Point
    $123k-182k yearly est. Auto-Apply 60d+ ago
  • Site Support Analyst

    Chubb 4.3company rating

    Chubb job in Boston, MA

    Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions. With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience. We are looking for a Site Support Analyst to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals. The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude. Key Responsibilities: Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products. Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology Train and guide staff on hardware and software usage Ensure patch compliance for PCs Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls Process help desk tickets for employees and contractors Support end users both physically in the office as well as working remotely Configure and build hardware; install and configure software based on user service requests Document resolution to desktop issues, propose solutions to root cause problems Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment Interact with 3rd party vendors to drive and resolve specific technical problems Respond to incidents by phone, chat or email in a timely manner Take ownership of role related tasks Manage new hire setups, including coordination and configuration of equipment Assist with new hire orientations and onboard new users from a technology perspective Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation Document resolutions to desktop issues and propose solutions to root cause problems Identify opportunities to improve, automate, or simplify processes or systems Serve as a key contact and representative of IT for projects and initiatives such as: Office Moves and Real Estate Initiatives Hardware Refreshes Major Software Roll Outs Desktop Migrations Security Implementations and Compliance issues Standardization of End User Services to align the EUS catalogue of services globally. Train and guide staff on hardware and software usage Document resolution to desktop issues, propose solutions to root cause problems. Interact with 3rd party vendors to drive and resolve specific technical problems. Identify opportunities to improve, automate, or simplify processes or systems. Experience/Qualifications Strong understanding of PC hardware skills and an interest and eagerness in technology and support for end users Can work independently or with a team Microsoft Certified Desktop Support Technician certification a plus Well versed in desktop tools including O365 Knowledge of Mac OS/Apple iOS Experience setting up printers, monitors and IT cabling Some experience with Active Directory beneficial Ability to document processes and procedures Superior customer service and interpersonal skills Ability to effectively communicate about technology Excellent oral and written communication skills The pay range for the role is $62,200 to $105,800. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $62.2k-105.8k yearly Auto-Apply 60d+ ago
  • Workers Compensation Claims Specialist, East

    CNA Financial Corp 4.6company rating

    Boston, MA job

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. This individual contributor position works under moderate direction, and within defined authority limits, to manage commercial claims with moderate to high complexity and exposure for a specific line of business. Responsibilities include investigating and resolving claims according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities: Performs a combination of duties in accordance with departmental guidelines: * Manages an inventory of moderate to high complexity and exposure commercial claims by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. * Provides exceptional customer service by interacting professionally and effectively with insureds, claimants and business partners, achieving quality and cycle time standards, providing regular, timely updates and responding promptly to inquiries and requests for information. * Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters , estimating potential claim valuation, and following company's claim handling protocols. * Conducts focused investigation to determine compensability, liability and covered damages by gathering pertinent information, such as contracts or other documents, taking recorded statements from customers, claimants, injured workers, witnesses, and working with experts, or other parties, as necessary to verify the facts of the claim. * Establishes and maintains working relationships with appropriate internal and external work partners, suppliers and experts by identifying and collaborating with resources that are needed to effectively resolve claims. * Authorizes and ensures claim disbursements within authority limit by determining liability and compensability of the claim, negotiating settlements and escalating to manager as appropriate. * Contributes to expense management by timely and accurately resolving claims, selecting and actively overseeing appropriate resources, and delivering high quality service. * Identifies and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Recovery or SIU resources for further investigation. * Achieves quality standards on every file by following all company guidelines, achieving quality and cycle time targets, ensuring proper documentation and issuing appropriate claim disbursements. * Maintains compliance with state/local regulatory requirements by following company guidelines, and staying current on commercial insurance laws, regulations or trends for line of business. * May serve as a mentor/coach to less experienced claim professionals May perform additional duties as assigned. Reporting Relationship Typically Manager or above Skills, Knowledge & Abilities * Solid working knowledge of the commercial insurance industry, products, policy language, coverage, and claim practices. * Solid verbal and written communication skills with the ability to develop positive working relationships, summarize and present information to customers, claimants and senior management as needed. * Demonstrated ability to develop collaborative business relationships with internal and external work partners. * Ability to exercise independent judgement, solve moderately complex problems and make sound business decisions. * Demonstrated investigative experience with an analytical mindset and critical thinking skills. * Strong work ethic, with demonstrated time management and organizational skills. * Demonstrated ability to manage multiple priorities in a fast-paced, collaborative environment at high levels of productivity. * Developing ability to negotiate low to moderately complex settlements. * Adaptable to a changing environment. * Knowledge of Microsoft Office Suite and ability to learn business-related software. * Demonstrated ability to value diverse opinions and ideas Education & Experience: * Bachelor's Degree or equivalent experience. * Typically a minimum four years of relevant experience, preferably in claim handling. * Candidates who have successfully completed the CNA Claim Training Program may be considered after 2 years of claim handling experience. * Must have or be able to obtain and maintain an Insurance Adjuster License within 90 days of hire, where applicable. * Professional designations are a plus (e.g. CPCU) #LI-AR1 #Li-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $54k-103k yearly Auto-Apply 3d ago
  • Associate, Wealth Strategies Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. 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 $90,000 and $100,000 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).
    $90k-100k yearly Auto-Apply 45d ago
  • Underwriting Assistant

    Chubb 4.3company rating

    Chubb job in Boston, MA

    The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages. This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance. The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file. Qualifications The ideal candidate must possess the following skills: PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation Excellent verbal and written communication skills Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles) Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals. Basic knowledge of underwriting principles and policy forms is a plus Ability to work independently within a team/group environment with ability to collaborate with others. Ability to adapt to fast paced environment Education and Experience: High School Diploma or Equivalent Associates Degree or equivalent, 4-Year degree preferred Minimum of 1-2 years relevant insurance experience will be considered. The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages. This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance. The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file. Qualifications The ideal candidate must possess the following skills: PC Skills: knowledge of Microsoft Office, Microsoft Word and Excel, Adobe Acrobat, and Internet navigation Excellent verbal and written communication skills Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external partners in a multi-cultural environment. Proven analytical skills and mathematical aptitude (arithmetic, algebra and basic accounting principles) Strong business acumen and critical thinking skills which lead to confident decision making Ability to learn quickly, prioritize work, and perform within time constraints. Strong time and desk management skills and detail orientation will aid the candidate in meeting or exceed the established business goals. Basic knowledge of underwriting principles and policy forms is a plus Ability to work independently within a team/group environment with ability to collaborate with others. Ability to adapt to fast paced environment Education and Experience: High School Diploma or Equivalent Associates Degree or equivalent, 4-Year degree preferred Minimum of 1-2 years relevant insurance experience will be considered.
    $47k-60k yearly est. Auto-Apply 60d+ ago
  • Underwriting Trainee - Surety

    CNA Financial Corp 4.6company rating

    Boston, MA job

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. THIS ROLE WILL START IN JUNE 2026 Are you looking for an adventure and the opportunity to start an exciting career? Do you have a college degree in Finance, Accounting, Economics or Business Administration? If so, CNA could have the perfect opportunity for you as a Surety Underwriting Trainee! CNA Surety's Underwriting Trainee Program offers a rewarding career path for individuals interested in working for a company that provides hands on experience and unique opportunities. The trainee program is for 1 year and upon successful completion of the program individuals will be promoted to an Underwriter. : Job Description As a Surety Underwriting Trainee, you will have access to professional skills development, productivity courses and much more. Primarily responsible for learning underwriting principles and standards in a CNA Surety branch office. Analyzes, evaluates, and refers new and existing business to a more senior level underwriter within the branch office. During the program our curriculum provides: * Reviews bond applications and financial documentation to determine if the applicant is an acceptable risk in accordance with company guidelines and standards. Determines the need for additional evidence of financial standing and appropriate strategy. * Instructor-led training, testing, self-study courses, web-based training and practical application with guidance through a formal mentoring program. * Recommends risks after complete analysis and consideration of applicant documentation, business factors and competitive situations. * Prepares written communications on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations. * May assist in marketing products and services through agencies or through the brokerage community. Develops and maintains positive agency and/or broker relationships to ensure positive outcomes. May travel approximately 1 to 1 ½ days a week to agent locations shadowing more senior underwriters prospecting business. * Performs other essential duties as assigned. KNOWLEDGE & SKILLS REQUIRED: * BA/BS in Finance, Accounting, Business Administration or similar program. Minor in Marketing or Communication Studies a plus. * Prior work or internship experience in a related discipline (finance, credit, accounting) strongly preferred; * Must possess excellent communication and analysis skills. CNA Surety is known for its expert underwriting, solid financial strength, market leadership and creative solutions to all bonding requirements. Through a combined network of approximately 34,000 independent agents, the company has the capability to serve a full range of bonding needs, from the smallest commercial bonds to multi-million dollar contract bonds. With a highly diverse product line, one of the broadest underwriting capabilities in the industry, and an unparalleled distribution system, CNA Surety ranks as one of the largest surety companies in the United States. In New York and Colorado, the base pay range for the Surety Underwriting Trainee role is $65,000 to $75,000. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. #LI-KE1 #LI-Hybrid In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $35,000 to $65,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.
    $65k-75k yearly Auto-Apply 60d+ ago
  • Underwriter, Marine

    Chubb 4.3company rating

    Chubb job in Boston, MA

    The Marine Underwriter will be responsible for a renewal book of $3M - $4M and a new business goal of approximately $1M-$2M annually. The position will be responsible for driving profitable growth with Northeast region agents and brokers. Ideally, this Underwriter will underwrite ocean cargo, builder's risk, civil construction projects, fine arts, contractors equipment, motor truck cargo, transit, installation floaters, equipment dealers, and other marine coverages. This position will collaborate within a large team of commercial underwriters, operations, claims, marketing, and Home Office management as necessary. We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen. Knowledge, Skills, and Abilities Required: Focused knowledge and experience in inland marine or ocean cargo. Experience underwriting both coverages is a plus. Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices. This position must collaborate with other underwriters, operations, claims, marketing, and home office management as necessary. The underwriter must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations. Strong sales and marketing skills are critical; must be able to demonstrate successful agency and broker management, including building, maintaining, and managing producer and customer relationships. Ability to identify opportunities for growth within new and existing production sources. Knowledge of marketing principles, pricing/rate strategies and how to apply them to attain underwriting profit. Candidate must possess a high degree of proficiency with the underwriting process, with a solid background in risk analysis. Candidate must have ability to effectively interact with all levels of customers and collaborate with a team of underwriters, claims and loss control personnel. Knowledge and proficiency with technical issues, compliance, coverage, products, and pricing strategies expected. 2+ years of experience in inland marine Must have proven marketing and negotiation skills Strong communication, interpersonal and time management skills
    $107k-147k yearly est. Auto-Apply 60d+ ago
  • IM Operations- Portfolio Recordkeeping Director (AVP)

    Morgan Stanley 4.6company rating

    Boston, MA job

    We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… * Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars * Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development * Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required * Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. * Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. * Support standardization and documentation of operational procedures across portfolios and asset classes. * Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. * Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. * Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. * Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. * Capture key metrics to help drive effective management of the day-to-day operations. * Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. * Document, maintain, and oversee adherence to standard operating procedures. * Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: * BS/BA degree required. * A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. * Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). * Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. * Experience with accounting systems; preferably Aladdin * Experience with tax managed strategies is a plus * Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). * Experience functioning in a team lead and/or team mentor capacity. * Automation first mindset. Experience with implementing process improvements and transformation. 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 $105,000 and $156,000 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).
    $105k-156k yearly Auto-Apply 18d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. 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).
    $81k-109k yearly est. Auto-Apply 60d+ ago
  • Citi Private Bank - UHNW Private Banker

    Citigroup Inc. 4.6company rating

    Boston, MA job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * 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: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 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.
    $132k-207k yearly est. 2d ago
  • Actuary & Director - PCS

    American International Group 4.5company rating

    Boston, MA job

    Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. As an actuary at AIG, you will be challenged and encouraged to reach your greatest potential. Every day will bring new opportunities to stretch your analytical and problem-solving skills as you improve how we predict and mitigate risk. Our actuaries are on the frontlines, quantifying risk, pricing insurance and reserving losses for AIG's major regulated and rated insurance operating companies globally. Our actuaries support AIG's businesses and are responsible for technical pricing, product development analytics and performance measurement. They collaborate with Marketing, Operations and Financial Management. About the role We are seeking a dynamic actuary to manage and own the manage the filings review process for our High-Net-Worth Personal Lines Program. You will also be involved in ad-hoc pricing projects as it relates to strategy and remediation. This is a highly collaborative and visible role in which you will work with key stakeholders across multiple functions throughout the organization. Given the financial planning and monitoring nature of the work your work will directly influence senior leadership business decisions around portfolio growth, profitability and strategy. We are looking for someone with an entrepreneurial mindset that not only wants to further their technical skills but also their business acumen. Candidate must have skills to work within a team while contributing directly in select areas as needed. Background in pricing, reserving and reinsurance is strongly preferred. Familiarity with personal lines & homeowners is a plus. What you need to know: * Act as the point of contact for all filings related review work prepared by our Program Administrator's (PA) actuarial team. This will include base rate filings, form filings, and model/segmentation filings * Review and opine on proposed methodology and template changes by the PA actuarial team * Lead discussions regarding state indication review, including reconciliation of differing indications with the PA actuaries * Understanding of reinsurance and how to calculate cost of reinsurance for indication/filings work * Work with the PA to come up with remediation strategies for the products/states as needed * Build and maintain dashboards for key KPIs as it relates to topline/production and plan loss ratio tracking * Provide recommendations and insights on topline policy and premium drivers * Analyze proposed growth and remediation strategies and estimate impact to top and bottom-line results * Work with finance in providing the necessary information needed for quarterly close and P&L reports * Establish and maintain relationships with cross function teams (UW, Finance, Ceded Re, IT) to ensure we are collecting the appropriate and necessary data to make informed decisions * Direct process improvements weighting cost and benefit to reduce manual work efforts and improve efficiency and accuracy What we're looking for: The candidate should possess strong technical and business expertise with the ability to build sustainable, collaborative relationships, influence business stakeholders, and lead, motivate and gain commitment from key constituents. Additional requirements include: * Associate or Fellow of the Casualty Actuarial Society with 6+ years of actuarial experience in Personal Lines pricing * Experience across multiple Personal Lines products (Auto, Home, Umbrella, Yacht, Collections) * Experience with the Personal Lines filings process, including calls with the Departments of Insurance * Familiarity with CAT models and the modeling process * Experience with traditional (reinsurance) and non traditional transfer of risk vehicles. * Ability to interact with various levels of senior management, external clients, and external actuaries * Strong technical skills in Excel, SQL, and VBA * Exceptional communication skills, including ability to develop and present clear and concise analysis and recommendations to senior management * Willing and able to continuously learn and adapt in a dynamic and fast changing environment. * Ability to dive into technical and execution level details, do hands-on work, connect the dots while thinking strategically and serve as strong thought partner of cross functional leaders For positions based in New York, the base salary range is $159,000-$204,000, for positions based in New Jersey, the base salary range is $152,000-$196,000, for positions based in Illinois, the base salary range is $146,000-187,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: 2025 Benefits Summary At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: AC - Actuarial AIG PC Global Services, Inc.
    $159k-204k yearly Auto-Apply 36d ago
  • Intern - Risk Solutions Operations & Business Analyst

    Hanover Insurance Group, Inc. 4.9company rating

    Worcester, MA job

    As a Risk Solutions Operations & Business Analyst Intern, you will support strategic initiatives and operational improvements within our insurance business. You'll work closely with cross-functional teams to analyze data, identify trends, and provide actionable insights that help drive business decisions. IN THIS ROLE, YOU WILL: * Analyze insurance data (claims, policies, customer feedback) to identify patterns and opportunities.• Support the development of dashboards and reports using tools like Excel, Power BI, or Tableau.• Participate in process improvement initiatives by mapping workflows and identifying inefficiencies.• Develop account loss trend analysis. • Ability to analyze and problem-solve.• Assist with the research and development of draft Risk Solutions support resources and reports.• Assisting Operations team with assigned projects• Complete Capstone project and presentation to senior management on a relevant Risk Solutions topic. • Create and present a final presentation for management and leadership at the close of the internship program highlighting the work you accomplished throughout the internship. WHAT YOU NEED TO APPLY: Currently enrolled in a Bachelors or advanced degree program Preferred Degrees: Business Administration, Economics, Data Analytics, Information Systems or related fields Cumulative GPA of 3.0 or higher preferred Ability to commit to a full time 10-week internship program Ability to work in the U.S. without requiring sponsorship now or in the future Strong analytical and problem-solving skills Proficiency in Microsoft Excel; familiarity with SQL, Power BI, or Tableau is a plus Strong interpersonal, verbal, and written communication skills
    $49k-62k yearly est. 3d ago
  • PWM Wealth Management Associate

    Morgan Stanley 4.6company rating

    Boston, MA job

    The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the Private Wealth Management service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as leading the client on-boarding experience and ensuring administrative and operational tasks are handled with accuracy, efficiency and care. The role collaborates closely with team members to uphold our customized service model and provide seamless client experience that reflects our value and commitment to excellence. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the Private Wealth Management service team, provide coverage for a PWA/team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the PWA/team in enhancing new and existing client relationships by providing an exceptional client experience * Assisting the PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing Client Service Associate responsibilities at the request of the client and/or PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members Business Development Support: * Assisting the PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or PWA/team, assisting with research using firm-approved systems * At the request of PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Additional product licenses may be required Knowledge/Skills * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer 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 $31,200 and $90,000 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).
    $31.2k-90k yearly Auto-Apply 56d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Creating and managing securities with a focus on automation, data quality and risk mitigation. * Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. * Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions * Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks * Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: * 2+ years of experience in the asset management side of the investment management industry. * Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. * Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. * Proficiency with data querying tools such as PL/SQL and MSSQL a plus * Proficiency with market data providers such as Bloomberg and Refinitive a plus * Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus * Strong organizational skills with strict attention to detail. * Demonstrated success working in a high volume, high intensity environment. * Demonstrated commitment to risk control and management. * Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. * Excellent oral and written communication skills. * Professional and decisive with outstanding business judgment and ability to see issues through to resolution. * Proficient computer skills, particularly with Microsoft Office (Excel) 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 $65,000 and $90,000 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).
    $65k-90k yearly Auto-Apply 4d ago
  • Manager, Talent (Performance Management)

    American International Group 4.5company rating

    Boston, MA job

    We are seeking a detail-oriented Performance Management Lead with 7+ years of HR experience to design, implement, and manage performance management programs that drive employee engagement, accountability, and organizational effectiveness. The ideal candidate will have hands-on experience with the administration of performance management in Workday. This individual will serve as a trusted partner to HR, ensuring our performance management framework offers a seamless experience for employees and managers and drives business outcomes. Key Responsibilities * Lead the design, execution, and continuous improvement of performance management programs, including goal setting, check-ins, and annual review processes. * Lead the design, set-up, testing, administration, and continuous improvement of performance management programs ensuring a seamless employee and manager experience. * Manage the configuration, optimization, and administration of Workday performance management tools, ensuring a seamless employee and manager experience. * Partner with HR colleagues at all levels to align performance practices with organizational objectives. * Partner with HR Technology to test and implement system enhancements, upgrades, and integrations. * Assist with process documentation and identify opportunities for efficiency. * Develop and deliver training, resources, and communications to build leader and employee capability in feedback, coaching, and performance conversations. * Act as the first point of contact for performance management inquiries and troubleshooting. * Maintain data accuracy and integrity across Workday performance management modules. * Provide administrative support during performance management cycles (e.g., monitoring completion rates, resolving access issues). Qualifications * Bachelor's degree in Human Resources, Business, Information Systems, or related field. * 5+ years of HR, HR systems, or Talent operations experience with exposure to performance management processes. * Workday HCM experience with the performance/talent modules strongly preferred. * Excellent attention to detail, organizational skills, and ability to manage multiple priorities. * Clear written and verbal communication skills, with the ability to simplify complex information for end users. * Strong self-starter who is proactive and takes initiative to solve problems. The base salary range for this position is $88,000-$110,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: HR - Human Resources AIG Employee Services, Inc.
    $88k-110k yearly Auto-Apply 48d ago
  • Executive Director, Investment Solutions Strategist & Equity Analyst - Specialty Solutions Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market analysis, track investor trends, and support product launches. Act as a conduit between investment and distribution teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). Identify secular growth opportunities as well as risks across a broad investment universe. Pursue a long-term investment approach balancing investment and tax considerations. Utilize both qualitative and quantitative research to generate actionable investment insights. Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: Minimum 10-15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred CFA or Master's degree in business or finance Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders Proven track record of generating alpha over an extended investment horizon Superior understanding of securities analysis, valuation methods, and investment research techniques Excellent communication, presentation, and interpersonal skills Strong leadership and decision-making skills Advanced computer proficiency and strong attention to detail Willingness and ability to travel Who you are: Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. 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. 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).
    $103k-133k yearly est. Auto-Apply 1d ago
  • PRS Sr. Agency Sales Manager

    Chubb 4.3company rating

    Chubb job in Boston, MA

    Chubb Personal Risk Services offers an array of property and casualty insurance products for individuals and families with fine homes and possessions. Our clients include many of the most affluent families in the world, executives, business owners and top collectors of art, jewelry, wine and automobiles. Chubb Personal Risk Services is seeking a Sr. Agency Sales Manager (Sr. ASM) for the Northeast Region reporting into the Boston, MA office. The Sr. ASM position is an external facing sales role requiring daily, independent travel to assigned agents and brokers. The territory will primarily include Eastern and Western, MA, some territory in CT and possibly Maine and New Hampshire. The Sr. ASM will be primarily responsible for new client acquisition that meets Chubb's account appetite and profitable growth expectations. The Sr. ASM will manage agents in partnership with an Agency Relationship Manager (ARM) who is responsible for the overall agency relationship management including renewal client management, retention and cross selling. The Sr. ASM and the ARM will work as a team, with both individuals responsible for Written Premium Growth, the Sr. ASM assigned to new client acquisition and the ARM assigned to existing client new business and cross selling, for the same group of independent agents and brokers. The Sr. ASM will report directly to the VP, Personal Risk Services, Boston, MA Branch. Key Responsibilities: Develop agency assessments and business plans with assigned independent agents designed to grow new business from new client. Identify new clients with annual premium of $5,000 to $250,000+ through effective pipeline development, account pre-qualification and territory analysis/management. Responsible for new client acquisition including pipeline development and pipeline management ultimately leading to closing deals. Responsible for new client quote follow up and quote optimization with agents. Premier account segment new customer table set best practice. Work with business partners and centers of influence to educate on the value of Chubb and why insurance is a key component to asset management protection Travel within assigned territory 4-5 days/week supported by office time as needed for scheduling agency appointments, agency travel preparation and follow-up, Salesforce documentation etc. Provide support to assigned agencies with new client development sales matters. This includes: Agency training to understand Chubb's products, services and competitive advantages. Marketing campaigns, events and corporate directives that are designed for new customer development such as new business guideline changes. Analyze new business trends including quote volume, quality and hit ratio. Build and maintain strong relationships with assigned agents and brokers to meet or exceed financial objectives for assigned territory. Follow disciplined sales process to ensure consistent execution of best practices, including agency assessment, business plans and Salesforce documentation. Participate in internal meetings and report on results as appropriate. Work with agents and underwriting on new client quotes. Identify and support branch efforts to onboard new agency appointments in key growth territories Collaborate and interact with Sales, Underwriting, Risk Consulting, Product, Claims and Branch Administration. Competencies: Results Orientation : Proven track record of sustained high sales performance and achievement with an ability to drive results and innovate in a fast- paced environment by: Recognizing and capitalizing on opportunities Distinguishing what results are important with a focus on achieving high-payoff activities and goals Challenging self and others to do better without minimizing accomplishments Identifying critical success factors to accomplish desired results and develop plans to achieve them Ensuring goals and objectives are measurable and focus on goals not activities Continually looking for ways to change and improve processes to create improved business results Adaptability : Agile learner who can quickly absorb information and apply it to current business situations by: Responding well to change Handling multiple demands/priorities Adapting to best fit with situation at hand Handling conflict effectively Developing new skills quickly Accepting new responsibilities willingly Sales Acumen : Leverage market, business and technical knowledge and insights by: Possessing a big picture perspective and detailed operational understanding of own area of responsibility Employing a disciplined sales process to ensure consistent execution of best practices (agency assessments drive pipeline management, business plans set goals and drive execution of tactics, effective agency travel advances new business activities/results, etc.) Effective utilization of Salesforce to view dashboard information, review open opportunities and add updates, run agency financial reports and summarize agency travel Intrinsic curiosity paired with effective questioning and active listening skills Strong negotiation, leveraging and value-based selling skills Influence Management : Influence and inspire others by: Communicating effectively and passionately about Chubb/Personal Risk Services Successfully persuading, convincing, and influencing others on “why Chubb” Anticipating and preparing for how others will react and overcome obstacles/resistance Leveraging agency relationships to close deals Qualifications: Bachelor's degree or equivalent work experience Minimum of 3-5 years of personal lines sales, marketing, underwriting, claims, risk consulting or agency experience Experience selling to successful individuals and families preferred The pay range for the role is $ 100,800 to $171,400. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
    $100.8k-171.4k yearly Auto-Apply 60d+ ago
  • Director - Real Estate Accounting Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley manages a line of tax-managed alternative investment products with AUM of approximately $64.0 Billion, including real estate assets of approximately $9.6 Billion, consisting of over 145 real properties. The real estate assets consist of property investments in various ownership structures and varying markets and sectors. Independent property management companies manage the real estate assets. We're seeking someone to join our team as a Director as part of a team of experienced accounting professionals responsible for performing the accounting and reporting for the entire real estate investment portfolio. The team's primary responsibilities include performing operational and accounting functions related to real estate investments and the Funds, analyzing and accounting for real estate transactions, financing, and other activities in a dynamic environment. The team provides on-going support to and works collaboratively with the Eaton Vance Real Estate Investment Portfolio Management Group. This position requires the candidate to have a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, and an interest in the investment management industry. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Maintain an experienced understanding of the business line, firm and real estate investments held in a competitive environment. * Prepare and review daily and monthly property accounting and reporting for a portfolio of currently 145+ investment properties and 9+ property management firms within stringent deadlines. * Prepare detailed accounting entries for real estate transactions within stringent deadlines. * Perform the team's operational and accounting functions for both the Alternative Investment Funds and the related subsidiary real estate investments. Such responsibilities may include; credit facility and mortgage debt administration and compliance, monitoring of cash movements, distributions and contributions from/to real estate investments, maintenance of investment trial balances, accrual accounting, developing and providing accounting instruction to service providers, loan borrowings and repayments, assisting with external and internal audits, monitor and process invoices and other expense accounting to include insurance and real estate taxes. * Provide on-going support to the Real Estate Investment Group. * Play a role in ensuring a strong control environment and monitor risks. * Contribute to the optimization of the use of technology solutions and existing platform subscriptions. Adapt to and learn innovative technologies as needed. * Contribute to firm initiatives. * Play a contributing role in administering existing technology platforms and creating solutions using AI and modern technology. * Strong accountability for accuracy and completion of assigned deliverables while meeting deadlines. * Play an integral contributing role in daily collaborations with internal teams as well as multiple outside service providers. Outside service providers include property managers, banks, custodian, and audit professionals. * Maintain and build relationships with peers in department, immediate supervisor, peers in other departments and with exposure to senior staff. * May have responsibility for training staff and have supervisory responsibilities. * Participation in firm initiatives and adherence to firm policies, procedures, and training. What you'll bring to the role: * Continuous focus in building strong relationships internally and externally. * Effective use of technology solutions and existing platform subscriptions and develop and learn modern technology solutions. * Ability to use independent judgement and ability to work independently. * Developing supervisory, training skills, and providing input into resourcing decisions. * Maintain strong written and oral communications. * Understand and maintain a strong control environment. 1. Experienced understanding of Real Estate Accounting. * Bachelor's and/or master's degree in accounting or finance. * A CPA candidate, or CPA with public accounting experience, preferred. * A minimum 4-6 years demonstrated progression of audit, accounting and reporting experience within the Real Estate and Investment industries, with a strong knowledge of GAAP. * Strong detail orientation skills with a superior work ethic. * Excellent organization, time management, problem solving and communication skills. * Advanced technology skills preferred. Skilled working with Alteryx, PowerBi, preferred. * Experience with RealPage Asset Monitoring software 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 $80,000 and $115,000 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).
    $80k-115k yearly Auto-Apply 42d ago
  • Private Wealth Management Business Development Associate

    Morgan Stanley 4.6company rating

    Wellesley, MA job

    The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development * Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies * Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits * Engages in strategic planning with other team members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals * Takes accountability for optimizing business practices while adhering to best business ethics and practices * Seeks opportunities to grow business by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners * Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members * Stays attuned to updates and enhancements to firm products and policies Client Engagement * Actively engages clients and prospects to build relationships, identify needs and review investment goals * Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns * May regularly accompany senior team members to engage with clients to educate about the firm's services and products * Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics * Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required Knowledge/Skills * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules, regulations and firm policies * Ability to interact and communicate effectively with colleagues and clients * Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) * Detail-oriented with superior organizational skills and ability to prioritize tasks * Ability and interest in working in a fast-paced, evolving environment Reports to: * Business Service Officer 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 $50,000 and $115,000 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).
    $50k-115k yearly Auto-Apply 18d ago
  • Underwriter

    Chubb 4.3company rating

    Chubb job in Boston, MA

    Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The Company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. Details of this critical opening follow: Business Development & Broker Management - Utilize and develop personal and business relationships with P&C brokers and producers to produce new account opportunities for Chubb Multinational. Broker/Territory Management - Execute on the sales and marketing plan for assigned territory or broker, ensuring that monthly broker calls and stewardship meetings are planned, scheduled and administered in an effective fashion in order to drive new business and retain existing accounts. Account Targeting - Harvest personal knowledge of sales territory and broker-controlled business as well as existing and historic Chubb business relationships to develop and refine a long-term prospecting and short-term target list of new business opportunities. Quote to Win - Review new business submissions to understand the nature of the international casualty risk as wells as the incumbent's current offering - utilize this analysis to produce and deliver winning quotes. Service Brokers and Clients to Grow - Work with brokers and clients to understand and respond to evolving client needs driven by international market expansion and acquisition or through changes in geographic footprint and program structure. Understand and Manage Risk - Embrace the challenge of producing and underwriting profitable new business opportunities. Nature of operations, deal structure, quality of information, an understanding of U.S. and local country requirements, and Chubb's industry-leading multinational capabilities are all key to putting the right business on the books and growing profitably over time. Major Duties and Responsibilities Duties may include but are not limited to: Solicits new and renewal submissions from brokers Determines terms and conditions and complex rating plans Binds coverage Documents the underwriting files Handles more complex files and portfolios within underwriting authority Guides and mentors junior staff Qualifications - External Minimum Requirements Knowledge of insurance industry Knowledge of underwriting concepts, practices, and procedures Bachelors' degree 3+ years of Underwriting experience Desired Qualifications Knowledge of Controlled Master Programs and international casualty underwriting principles highly desirable Sales experience preferred but not required Outstanding Interpersonal Skills. Ability to establish trust and effective working relationships with team, field marketing and customer Superior communication (oral and written), interpersonal and negotiating skills Great technology skills (Microsoft Word, Excel, Outlook) and internet marketing skills are a plus Chubb offers a competitive compensation package and comprehensive benefits package including life, health and dental, vision, a generous retirement savings plan, disability coverage, stock purchase plan, flexible spending accounts, tuition reimbursement, and business casual dress. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religion, age, sex, sexual orientation, transgender, national origin, disability, genetic information, veteran or marital status, or any other characteristic protected by law.
    $107k-147k yearly est. Auto-Apply 60d+ ago

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