Chubb jobs in White Plains, NY - 159 jobs

Chubb is currently seeking a Commercial Underwriter to join its Middle Market Commercial Insurance practice in Long Island. The Underwriter is responsible for a renewal book of $8.5M and generating new business of approximately $1.5M annually. The position will be responsible for driving profitable growth with New York Region agents and brokers. Products include Package, Property, General Liability, E&O, Auto, Worker's Compensation, Umbrella/Excess and Foreign. Programs are guaranteed cost and Loss Sensitive structures. We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen. Responsibilities: Candidate will have experience in Middle Market P&C; Private Equity experience 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 Travel will be mostly local Minimum 2 years of commercial P&C underwriting experience Must have proven marketing and negotiation skills Strong communication, interpersonal and time management skills College degree or related experience The pay range for the role is $95,000 to $145,000. 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.

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. JOB DESCRIPTION: As the Underwriting Director for the Ocean Marine Northeast market, you will lead and direct an underwriting group while being accountable for business results through overall management, profitability, and business development of a book of business. In conjunction with senior management, you will work within the highest limits of authority, have regional, industry segment or company-wide scope of responsibility. This position will be located and work on a hybrid capacity from our offices in either New York or Kansas. Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: 1. Directs the work activities and has full management responsibility for the performance and development of subordinate staff in accordance with corporate strategic direction. Coaches, leads and develops underwriters and directs the development of underwriting training. 2. Participates with senior management in the development and implementation of underwriting policy, marketing and business strategy. 3. Develops and implements operating plans for enhancing the business and meeting strategic objectives. 4. Reviews and directs the application of underwriting policy and pricing for all risks within an assigned book of business. 5. May market products and services through agencies or through the brokerage community. 6. Develops and maintains agency and/or broker relationships to ensure positive and profitable outcomes. 7. Reports business progress to senior management. 8. Keeps current on state/territory issues and regulations, industry activity and trends. May represent the company in industry trade groups. Reporting Relationship AVP or above Skills, Knowledge and Abilities 1. Ability to effectively lead, coach and develop an underwriting group. 2. Excellent communication, negotiation and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. 3. Senior level technical and business management acumen, underwriting skill and knowledge of insurance and underwriting principles, practices and procedures. 4. Excellent analytical and problem-solving skills, with the ability to manage multiple projects and teams. 5. Ability to deal with ambiguous situations and issues. 6. Creativity in resolving unique and challenging business problems. 7. Ability to achieve results by taking a proactive long-term view of business goals and objectives. 8. Knowledge of Microsoft Office Suite and other business-related software. Education and Experience 1. MBA or its equivalent in experience. Professional designations preferred. 2. Typically, a minimum of ten years of underwriting experience with a proven track record of results. #LI-MA1 #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 $97,000 to $189,000 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 ***************************.

The Global Investment Office (GIO) provides investment advice, portfolio construction guidance, and thought leadership to help Financial Advisors and clients navigate markets. We are seeking a highly motivated Research Generalist to support research, publication, curation, and promotion of proprietary intellectual capital across a wide range of topics in order to support GIO investment strategy within the department and to drive impact across the firm. Representative work includes: Synthesizing and curating research from various teams inside GIO, across the firm, and from third-party researchers and asset managers Coordinating on key business development initiatives to support the creation and dissemination of investment research to financial advisors, clients, and colleagues. This includes significant collaboration with stakeholders across the firm, including those in investment management, research, marketing, and operational roles as well as branch offices Designing original quantitative and qualitative analysis regarding market/economic/policy phenomena; Drafting regular updates on financial market trends, presentations to internal and external audiences, and short user-friendly explainers. Larger research projects may involve publishing findings in long-form whitepapers Collaborating on projects involving data science and quantitative modeling techniques, including generative artificial intelligence and machine learning This role has significant room for growth and additional responsibility over time Skills and Qualifications Required 2+ years work experience. Bachelors degree required. Master's degree/equivalent preferred Qualified candidates may be asked to provide a writing sample during interview process Candidates with diverse academic backgrounds are encouraged to apply. Demonstrated coursework in social sciences and humanities is a strong plus Demonstrated experience in research methods Demonstrated excellence in writing and communication skills, preferably for a range of audiences (technical and non-technical) Basic fluency in mathematics, especially key concepts in statistics and data science Ability to learn about new topics quickly and independently; to think critically about research and modeling assumptions; and fluency in theoretical and methodological debates across multiple disciplines MS Office knowledge required, especially PowerPoint and Excel Preferred Experience related to investing and asset management, especially in the context of US markets Experience related to econometric or financial analysis, portfolio construction or related fields Basic knowledge of any programming language Familiarity with large language models and generative AI; including prompt and context engineering as well as best practices for responsible and ethical application WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $57,000 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).

Position Overview: responsible for financial reporting and financial projections for the reporting segment and for delivering meaningful analysis to Senior Management in support of decision making. This role requires excellent analytical and problem solving skills, strong ability to leverage technology as well as good communication and presentation skill. Duties and Responsibilities: Financial Planning & Analysis: Model financial projections (annual budget and re-forecast) for the reporting segment, including revenue and expenses projections based on assumptions provided by Senior Management. Present and analyze projections, including variance analysis, scenario modeling, and sensitivity analysis. Collaborate with cross-functional teams, including underwriting, claims, operations, and actuarial departments. Financial Reporting and Analysis: Prepare and present accurate and timely financial reports (including executive commentary) to Senior Management and other stakeholders. Monitor and analyze financial results and key performance indicators (KPIs). Work closely with other members of the finance & accounting team to ensure compliance with accounting standards, company controls & policies, and regulatory requirements. Perform accounting duties including reconciliation and ledger entries. Qualifications Bachelor's degree in finance, Accounting, or related field. Accounting certification such as CPA is preferred. Minimum of 5 years of progressive finance experience, with a focus on financial planning and analysis, within the reinsurance industry, Strong command of reinsurance industry concepts, terminology, and financial metrics. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights. Strong communication and presentation skills, with the ability to effectively communicate financial information. Experience in collaborating with cross-functional stakeholders. Technical Competencies: Proficiency in PeopleSoft is a plus Understanding of PeopleSoft queries and reporting tools to extract and analyze financial data effectively. Journal Entries. SQL for Sub-Ledger Analysis: Be able to extract, manipulate, and analyze data from sub-ledgers, databases, or data warehouses. Knowledge of creating SQL queries for financial analysis, reconciliations, reconciling sub-ledgers to general ledger, and validating data integrity. Ability to write SQL code for ad hoc reporting needs, financial data reconciliations, and automation of financial processes. Advanced Excel Skills: Proficiency in advanced Excel functionalities, including Power Query, to extract, transform, and load data from various sources. Strong knowledge of Pivot tables, data visualization, and spreadsheet modeling techniques to analyze and present financial data effectively. Experience in developing Excel-based financial models, macros, and automation of repetitive tasks.

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 market 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 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 Morgan Stanley EOE committed to diversifying its workforce. * 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 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND/OR EXPERIENCE * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management KNOWLEDGE AND 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 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 $120,000 to - $160,000 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).

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). This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: 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-LG1 #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 ***************************.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide an outstanding foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Wealth Management ("MSWM") provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust. MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets, and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry. The Alternative Investments Transfers for Illiquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. 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 $57,000 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).

CHUBB HOUSE COUNSEL-WHITE PLAINS, NEW YORK VARVARO, COTTER, BENDER & WALTHALL PARALEGAL Chubb's White Plains House Counsel firm Varvaro, Cotter, Bender & Walthall seeks a Paralegal. Chubb is the world's largest publicly traded property and casualty insurance company. House Counsel provides high quality legal representation to Chubb's insureds in cases before federal, state, and local courts and administrative agencies. Chubb House Counsel serves its insured clients in 9 states and Canada. Varvaro, Cotter, Bender & Walthall is Chubb's House Counsel firm in White Plains, New York. House Counsel handles a wide variety of cases in several fields ranging from routine to complex and high exposure matters. House Counsel offers a dynamic and challenging professional environment to the successful applicant. The successful candidate will work closely with attorneys to provide first class legal representation. The position is a 4/1 position requiring working in the office 4 days per week. Job Description: The Paralegal's duties include the following: Assisting attorneys to prepare for trial Assisting attorneys to prepare records on appeal Communicating with clients, claims representatives, opposing counsel, experts, vendors, and the courts in a professional and timely manner Preparing discovery demands and responses Gathering and organizing medical records and discovery documents Setting up independent medical examinations Assisting attorneys in preparing motions, pleadings, and subpoenas Qualifications: The successful candidate must have five years litigation experience as a paralegal/legal assistant and a solid working knowledge of New York personal injury litigation. The successful candidate must also possess the following qualities: Strong communication skills Strong computer skills and able to work on multiple e-mail, Word, and case management platforms Strong organizational and time management skills Able to work independently and effectively with others as a team The pay range for the role is $ 59,000 to $ 93,500. 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 at ************************************************** The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Morgan Stanley is building an industry leading digital banking and cash management platform that leverages cutting edge technology to provide our clients with self-service capabilities to manage their wealth and personal finances. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels while expanding our banking product reach. We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Product Owner role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will assist in supporting the Digital Client Experience for the following: - The Digital Service team drives and defines the online customer experience for Morgan Stanley and E*TRADE servicing processes. Our user experiences are targeted to users across the firm in a wide-ranging set of self-directed and advised products, including brokerage, retirement, banking, stock plan, and more. Our team is responsible for delivering the digital client-facing experience. - The individual in this role will be responsible for supporting the product team in defining, building, and reviewing end-to-end digital service communication experiences for a variety of products at Morgan Stanley / E*TRADE. The applicant should bring a strong product management skillset with key focus on providing a best-in-class end user experience, understanding the competitive landscape, and the ability to drive improvements and change using a data driven approach. Partnership and collaboration with a variety of groups across the firm will be key to success. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online/Mobile, Shareworks and E*TRADE. As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself. Strong performing individuals will be supported in further professional development. Responsibilities: > Disciplined Product Management: Lead the product development life cycle, including problem definition, solution discovery, and post launch results optimization. Data driven approach to decisions informed by usage, client feedback, competitive and business intelligence. > Roadmap Development & Management: Build and maintain prioritized feature backlog in jira and define product roadmap by partnering closely with key stakeholders, including technology, service, UX, Legal, Risk, compliance, Data and Digital Product teams to align on impact and delivery timelines. > Strategic Prioritization: Priority management with a sound metrics driven framework for a balanced approach to trade-offs between value add and resource investment. > Success Metrics Tracking & Reporting: Ownership of Key Performance Indicators (KPIs) for continuous optimization of client service and support. > Stakeholder management: Collaborate with stakeholders from business, technology, UX, customer service, Ops, and legal & compliance to elicit requirements. > Risk Management: Identify potential risk and issues that may impact roadmap delivery and develop mitigation strategies to address them proactively. > Business Reviews: Orchestrate business reviews and update forums for the project progress and delivery. Responsible for planning, material creation, preparation, execution, and follow through of discussion items. Business Skills: > Looking for a highly motivated individual with strong critical thinking, written and verbal communication, and organization skills. > Naturally curious, analytical, and data-driven > Self-starter with entrepreneurial drive and demonstrated ability to identify and solve critical problems and achieve stretch goal > Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences QUALIFICATIONS > Proven experience with digital platforms and solutions > Bachelor's degree is required > Knowledge or exposure to wealth management and online brokerage/banking preferred > Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred > Customer service insights: deep familiarity with customer service processes > Exceptional communication and relationship building skills: Ability to interact at multiple levels of the organization and tailor messaging appropriately. Strong presentation and PowerPoint skills. 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. All States (NAM) 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). 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 $110,000 and $190,000 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).

Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $16.50 and $16.50 per hour 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).

Chubb is seeking a Risk Consultant to join our team, specializing in providing comprehensive risk management solutions for high-net-worth clients. In this role, you will conduct on-site inspections of architecturally significant residential properties, assess vulnerabilities, and develop customized plans to reduce potential losses. You will play a key role in evaluating property structures, establishing pre-loss estimates, and serving as a technical resource for our underwriting team. This position offers autonomy, immediate responsibility, and the opportunity to work within a dynamic, growing organization. The primary territory is Long Island, with occasional travel to Brooklyn, Westchester, NYC, and surrounding counties. Responsibilities include but are not limited to: Conduct on-site inspections of high-value residential properties to identify and assess policyholder vulnerabilities. Develop and implement customized risk management plans to reduce the potential for loss. Evaluate all structures on the property and establish pre-loss estimates for replicating architectural features, often for properties valued over $5 million. Complete a specified number of inspections each month, balancing productivity with adherence to time service and product quality standards. Serve as a technical resource for the underwriting team on personal security, loss prevention, and collections management issues. Communicate expertise to policyholders and agents both on-site and through consultative risk engineering reports. Work autonomously with immediate authority and direct accountability for your work product. Travel primarily within Long Island, with additional coverage in Brooklyn, Westchester, NYC, and surrounding counties as needed. Bachelor's degree or equivalent experience in architecture, engineering or residential appraisal. Minimum of 2 years of home inspection experience working for a Personal Lines Insurance carrier or a minimum of 3 years of experience with structural valuation, residential construction, residential appraising or property claims. Strong knowledge of the property and casualty insurance risk control and loss prevention analysis; home inspection process; international and local business construction codes; and construction quality, architecture and craftsmanship. An ability to develop and deliver strategic, tailored risk management solutions Project management, and strong oral communication and technical writing skills which are adaptable for multiple audiences. Experience interacting directly with customers and/or insurance agents. Ability to work under deadlines while managing multiple priorities. Effective time management skills, able to prioritize and manage inspection workloads, including flexible considerations for key accounts. Recognize and evaluate local/regional building cost trends within a given marketplace. Proficiency in Microsoft Word, Adobe Acrobat, Microsoft Excel and PowerPoint with working knowledge of Sharepoint and Apex. The pay range for the role is $101,000 to $136,320. 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 at ************************************************** The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities Group (ISG), Wealth Management (MSWM), and Investment Management (MSIM). As of September 30, 2025, MSWM and MS Investment Management (MSIM) have client assets of approximately $8.9 trillion. Morgan Stanley Wealth Management's (MSWMs) Insured Solutions Relationship Manager will act as a de facto "ambassador" or primary contact to many of our key stakeholders including insurance carrier partners, MSWM National Sales/Business Development Organization & Integrated Firm Management. Success to the role will include the expansion of partner investment efforts to MSWM Platform and execution on initiatives designed to promote Insured Solutions across the Firm. The effect will include the broadening of products to a larger dispersion of FA's/clients and improving our partner firm's ROI on writing business at Morgan Stanley vs. our peer group. Responsibilities: Relationship Management * Provide single point of contact to keep insurer key account managers informed to corporate & department initiatives of focus. * Scheduling and managing the agenda for FA education events and carrier semi-annual business reviews. * Provide timely collateral materials/metrics detailing target growth opportunities, best practices consistent to the department's growth strategy. * Provide platform updates indicating leverage opportunities associated to new utilities/functionality. * Provide monthly, or upon request, relationship summaries of key insurance carriers to the Relationship Management Group (RMG) and other internal organizations * Develop and maintain relationships across key internal stakeholders including but not limited to, Global Investment Office (GIO), Global Sports & Entertainment (GSE), Marketing, Sales, etc. Sales & Marketing Campaign Management * Provide Morgan Stanley's Global Investment Office commentary including opportunities to leverage internal resources at partner sponsored events. * Develop metrics identifying leverage opportunities for carrier marketing initiatives. * Provide feedback utilizing FA surveys to individual carrier strengths and weaknesses. * Create and maintain the library of Next Best Actions (NBAs), ensuring alignment with department themes * Enhance the marketing calendar of sales ideas with consistent themes and focus topics across annuity, insurance, and property & casualty lines Support Competitive Intelligence Activities * FA Compensation for annuity products * Product Service Delivery * Industry metrics * Platform updates by competition * Variable effecting the economy Experience * Minimum of 3-5 years of experience at wealth management firm, private bank or commercial bank. * Functional experience in project management, sales, strategy, marketing, communications, data analytics/metrics in a leadership role. * B.A. degree required. * Life Insurance License and Series 7 preferred. Skills/Abilities * Proven people and project management skills. Can motivate direct reports and partners to action. * Creative, innovative and independent thinker. * Demonstrate positive initiative, leadership and comfort working in a fast paced environment. * Possess excellent oral and written communication skills. Exceptional presentation skills. Ability to communicate product and sales strategies effectively to Senior Management, product areas and sales teams. * Strong interpersonal collaboration and team skills including working with cross-functional teams. * Strong analytical skills, attention to detail, performance and metrics tracking. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Branch Service ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Clifton New Jersey United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $51,960.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $24.98 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 13, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. 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. Required Experience for our Associate roles: 3 years 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. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. The Fraud Risk Team within WM CDO works to define appropriate fraud risk thresholds for WM and govern controls that keep net external fraud losses within tolerance while achieving business objectives. Role Description: The WM Fraud Risk Team seeks an experienced professional to support efforts in the development of fraud mitigation controls for the purchase, sale, or transfer of cryptocurrencies. This individual will assess and document scenarios that pose significant cryptocurrency fraud risk to Morgan Stanley and our clients. Each scenario will be researched and evaluated to apply appropriate controls that sufficiently mitigate risks and are in line with industry standards. They will also be responsible for responding to fraud incidents involving cryptocurrencies and highlighting any deficiencies through an after-action report. Key responsibilities include: Performing end-to-end risk assessments of platforms, including Morgan Stanley Online and E*TRADE, to document existing controls and prescribe control recommendations to prevent cryptocurrency fraud Supporting platforms, product, technology, cyber, and fraud teams to ensure cryptocurrency fraud controls are effectively designed to prevent cryptocurrency fraud Identifying, measuring, mitigating, and reporting on cryptocurrency fraud attempts, successes, and trends against all platforms and cryptocurrency products Providing status reports to senior management, auditors, and regulators Performing ad hoc analyses and participating in special projects as needed by management Qualifications: Bachelor's degree required 7-10 years of relevant experience in a risk, control improvement, or assurance function, preferably in the financial services industry Fundamental understanding of cryptocurrency and blockchain technologies Experience with specific cryptocurrencies, their respective uses, and risk profiles Cognizance of emerging financial regulations related to cryptocurrency Comfort challenging and escalating risks and decisions Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization Exceptional critical thinking, problem-solving, and research skills Ability to independently manage and execute on multiple, simultaneous workstreams and exhibit strong attention to detail Expertise in office productivity software, data analysis, and collaboration tools Preferred Qualifications: Understanding of the fraud risk landscape and experience using fraud actor tools, techniques, and practices to inform strategy Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Familiarity with visualization tools (e.g., Tableau, Dataiku) 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 $110,000 and $190,000 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).

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the 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 Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in all areas of service level business development including digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management * At the direction of FA/PWA/team, executes against all clerical 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 FA/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 FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client 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 * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Remaining current on all policies, procedures and new platforms 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) required * Additional product licenses may be required Knowledge/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: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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).

PRS Sr. Agency Sales Manager (Sr. ASM) 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 our White Plains, NY branch. The Sr. ASM position is an external facing sales role requiring daily, independent travel to assigned tier 1 and 2 agents and brokers. The territory will primarily include the Westchester NY area with a requirement for the candidate to live within daily traveling distance to White Plains, NY. 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, White Plains 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. 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. 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 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 $80,500 to $137,000. 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

The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess 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 Multinational Insurance. The UAR will gather and analyze account information, interpret, and translate data into workbooks and issuance instructions as well as utilize regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be accountable for documenting a risk narrative that conforms with the corporate audit. This individual will need to be able to interpret and model data for locations outside the US. They will also need to be able to understand underwriting strategies and apply accordingly to risks they are working on. 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 The pay range for the role is $43,700 to $74,200. 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.