Technical Claim Director-Casualty Major Case Unit (hybrid)
RLI Corp 4.8
Remote or Atlanta, GA job
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Principal Duties & Responsibilities
* Handle potential high-exposure, complex bodily injury and property damage claims across the United States (excluding New York).
* Handle all aspects of claim-handling, including fact investigation, coverage analysis, claim evaluation, and litigation management.
* Evaluate claims and set case resolution strategies, including independent handling of mediations and trials in complex claims.
* Develop and implement claim resolution strategies and identify claims where trial is appropriate.
* Select, retain, and direct appropriate defense counsel on litigated cases.
* Collaboratively communicate with Underwriting on industry trends or case law/statutory developments that may impact their respective product lines.
* Assist Underwriters in review of submissions of policies as needed.
* Lead in special projects and other duties as needed.
* Occasional travel for mediations and trial as necessary.
Education & Experience
* Typically requires a bachelor's degree in business administration, insurance, or a related field; and
* 8+ years of relevant legal or insurance related experience with general liability claims.
* A Juris Doctorate with relevant insurance coverage or defense litigation experience would be beneficial.
Knowledge, Skills, & Competencies
* Meaningful experience handling liability claims involving bodily injury and property damage with significant exposure under both primary and excess policies, in various jurisdictions across the United States. A strong focus on U.S. south and southeastern states, as well as California, would be beneficial.
* Ideal candidate will have superior working knowledge of case law, statutes, and procedures impacting the handling and value of general liability claims and would benefit from having experience with handling claims for different types of insurance risks and policies (e.g. construction, premises liability, marine, etc.).
* Proactive investigation, risk transfer identification and pursuit, strategic claim handling, hands-on attorney management, and sophisticated claims resolution skills are essential.
* Superior writing and communication skills to work effectively with insureds, claimants, underwriters, other team members, and upper management.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$121,763.00 - $177,469.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$121.8k-177.5k yearly Auto-Apply 60d+ ago
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QA Engineer - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Quality Assurance team at Parametric:
We work among agile development/delivery teams to test and deliver custom software used by Parametric business users and customers
We are integral to ensuring software and system quality through understanding business requirements, test planning, test automation, test execution and acceptance testing
ABOUT THE ROLE
As a QA Engineer, you will be responsible for testing proprietary software solution, design, build and support of Test Automation software. You will be integrated with a project Team to deliver strategic and tactical enhancements to Parametric's proprietary software suite. You'll also collaborate with other technology teams in the organization as necessary, including Infrastructure, DevOps, InfoSec and Release Management.
PRIMARY RESPONSIBILITIES
Design, implement and maintain Test Cases and Test Plans for Parametric's proprietary software
Design, implement and maintain Automated Test Suites for Parametric's proprietary software
Perform functional, exploratory, user acceptance testing and automated testing as part of Software Development Lifecycle and Release Process
Provide thought and practice leadership in Testing excellence among Software Development and Testing peers
Strive to develop and conduct software testing with high standards, thinking about engineering excellence.
Learn and contribute to development across the entire stack (backend, DB, front end, UI)
Engage in a highly collaborative team environment including business partners and product owners
Contribute to high-velocity delivery with safety; enable agility and iterative changes to the UI and product design
JOB REQUIREMENTS
Bachelor's degree
3+ years of software testing and test development experience
Strong communication skills
Well-versed in all testing methodologies (black box, white box, system, functional, exploratory and automated testing)
Ability to quickly understand complex business problems
Proven experience building high quality and comprehensive test plans and test cases custom software
Proven experience testing web applications, web apis and data driven applications
Proven experience designing and implementing automated test suites
Proven experience with CI/CD pipelines
Experience in an Agile delivery environment
Strong SQL coding and debugging skills
Experience with service oriented architectures a plus
Experience with cloud platform services a plus
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
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.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
We're seeking someone to join our team as an Associate in WM Operations to manage internal and external client relationships. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
* Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
* Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
* Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
What you'll bring to the role:
* Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
* Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
* Culture carrier across Operations, embracing the Firm's core values
* At least 2 years' relevant experience would generally be expected to find the skills required for this role
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 $48,000 and $78,000 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).
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.Position OverviewThis is an exciting opportunity to join our redesigned and growing Personal Umbrella Claims Team assisting with the management of excess liability claims. We are looking for A+ professionals who can thrive in a fast-paced environment, are eager to develop as a claim examiner and play a critical role in investigating, evaluating and resolving excess claims. If you embrace learning and are looking to develop your skills handling liability claims, come learn why RLI is different.Principal Duties & Responsibilities
Rapid fact development: obtain and analyze police/fire reports, accident response letters, 911 audio, dash/body-cam requests, scene photos, surveillance/video preservation, and public-record pulls (DMV, court dockets, etc.).
Medical & damages file-build: request authorizations, order medical/billing, build medical chronologies and specials summaries; flag prior injuries and apportionment issues for excess exposure analysis.
Primary carrier stewardship: monitor and document the underlying carrier's investigation progress; escalate gaps or divergence from best practices that could affect the umbrella.
Open-source & social media research: perform targeted open-source research to corroborate activities, damages, or liability facts; document methodology and maintain chain-of-custody.
Identify potential sources of third-party evidence (video, EDR data, dash cams) and issue preservation requests and deploy the appropriate experts to obtain; review for accuracy; extract and summarize key facts for claim notes; identify next steps.
Vendor management: scope and assign field investigators, scene inspectors, nurse reviewers, accident reconstructionist; define deliverables, timelines, and budgets.
Education & Experience
Bachelor's degree preferred
2+ years of auto liability claim handling, paralegal, or legal investigator experience.
Experience handling umbrella/excess claims and evaluating coverage is a plus.
Knowledge, Skills & Competencies
Proactive in initial investigation, claim handling and resolution.
Strong interpersonal and communication skills.
Working knowledge of auto liability and defenses is preferred.
Organized, self-motivated and detail oriented.
Strong analytical and investigative skills, including experience with online research
Able to manage multiple priorities and excel in a fast-paced environment.
Compensation OverviewThe base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range$56,754.00 - $79,597.00Total RewardsAt RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.Financial Incentives
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) - automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Health & Wellness
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Personal & Professional GrowthRLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
Training & certification opportunities
Tuition reimbursement
Education bonuses
Diversity & InclusionOur goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$56.8k-79.6k yearly Auto-Apply 43d ago
Service Desk Site Manager
Morgan Stanley 4.6
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$76k-104k yearly est. Auto-Apply 60d+ ago
Actuarial Intern - Morristown, NJ/Hybrid
Crum & Forster 4.5
Remote or Morristown, NJ job
Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.
Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.
C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.
For more information about Crum & Forster, please visit our website: **************
Job Description
The Actuarial Intern performs data analysis and conversion to support projects for the Actuarial Team Surplus & Specialty division within Crum & Forster. Works under close supervision and direction of Actuaries.
What you will do:
Preparation and analysis of actuarial data.
Automating and migrating current SQL processes to a new environment.
Researching ISO rating manuals and preparing rating specifications for rating service development.
Collaborate with other departments to gather and analyze data.
Perform other duties as assigned.
What you will bring to C&F:
Currently pursuing a Bachelor's or Master's degree in Actuarial Science, Mathematics, Statistics, or a related field.
College sophomore preferred, but juniors will also be considered.
Highly motivated with a go-getter personality.
Completion of at least one actuarial exam is required.
Experience with SQL is required.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and other data analysis tools.
Excellent written and verbal communication skills.
Ability to work independently and as part of a team.
Strong attention to detail and organizational skills.
What C&F will bring to you
A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
A dynamic, ambitious, fun and exciting work environment
We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community
At C&F you will BELONG
If you require special accommodations, please let us know. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodations, please let us know. Belonging at C&F, is a mindset. It's about fostering a culture of inclusion and connection, where everyone feels valued, heard, and empowered to thrive and where our social impact efforts help strengthen the communities where we live and work.
For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit **************************************************************** for more information.
Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $16.00 to a maximum of $27.50. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee's contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.
#LI-BS1
#LI-HYBRID
$85k-125k yearly est. Auto-Apply 27d ago
Associate Portfolio Manager - Parametric
Morgan Stanley 4.6
Remote or Seattle, WA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
GENERAL DESCRIPTION
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
PRIMARY RESPONSIBILITIES
* Construct optimized equity index portfolios for separate accounts
* Rebalance and transition portfolios to maximize tax-efficiency
* Construct custom benchmark data
* Monitor index changes and corporate actions
* Generate after-tax return data for both portfolios and benchmarks
* Performance attribution
* Respond to client requests for analysis
* Interact across teams including Technology, Research, Marketing, Client Service, Operations
* Participate in process improvement and technology development efforts.
JOB REQUIREMENTS
* Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus
* 3+ years of professional experience in investment management or similar is required, or equivalent combination of experience, education, and certification. Internal candidates with 2.5+ years' experience with the firm will be considered.
* Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
* Strong mathematical and analytical skills
* Familiarity with academic financial theory and applications
* Working knowledge of equity risk models and portfolio optimization preferred
* Analytical writing ability
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.
Salary range for the position: $78,000 - 140,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company
Under occasional supervision, responsible for maintaining, processing, and resolving claims within defined authority. Assists in verifying policy limits, deductibles, locations, exclusions, and endorsements. Obtains information regarding each claim through various means and evaluates liability. Monitors claim status for potential exposure opportunities. Reviews coverage matters, analysis, and determinations.
Principal Duties & Responsibilities
Responsible for managing RLI Transportation claims.
-Investigate, analyze, and handle new and reassigned Bodily Injury claims for coverage, liability, damages, and reserves.
-Handles subrogation and arbitration.
-Manage appraisers, investigators, adjusters and experts as needed.
-Maintain claim files and ensure claims have full coverage, are properly documented, adjusted, and resolved.
-May work on special project
-Occasionally Handles cargo claims for consumer products
Education & Experience
-Bachelor's degree in business administration, insurance, or a related field.
-5+ years of auto claim handling experience
-5+ years of litigation handling to include mediation and trial observation experience.
-Experience in handling trucking, bus and/or commercial auto claims is required for this position.
-AIC or CPCU designation preferred.
Knowledge, Skills, & Competencies
-Proactive in initial investigation, claim handling and resolution.
-Superior communication skills to work effectively with insureds, underwriters and claimants.
-Excellent negotiation skills
-Detail-oriented with good organizational skills.
-Self-motivated and task-oriented.
Compensation OverviewThe base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range$79,310.00 - $113,414.00Total RewardsAt RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.Financial Incentives
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) - automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Health & Wellness
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Personal & Professional GrowthRLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
Training & certification opportunities
Tuition reimbursement
Education bonuses
Diversity & InclusionOur goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
The Cash & Trade Proc Assoc Analyst 2 is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed.
Responsibilities:
Assist with operational processes and process improvements
Ensure transactions or processes are executed correctly and are compliant with internal policies and controls
Facilitate the investigation, documentation and corrective action implementation of transaction services issues
Aid with the transition, alignment, and stabilization efforts of critical operations functions
Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed
Assist as required for control, risk, daily activities, and transaction services projects
Perform all required tasks within established procedures and controls to minimize losses
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:
0-2 years of relevant experience preferred
Demonstrated cash and trade operations experience & knowledge
Effective verbal and written communication skills
Education:
Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Operations - Transaction Services
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Job Family:
Cash Management
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Time Type:
Full time
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Primary Location:
Getzville New York United States
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Primary Location Full Time Salary Range:
$55,341.00 - $68,270.00
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.
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Anticipated Posting Close Date:
Jan 06, 2026
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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.
$55.3k-68.3k yearly Auto-Apply 1d ago
Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Morgan Stanley 4.6
Remote or Alpharetta, GA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional client service for accounts and client activities. CRG is comprised of teams and functions including Client Service (client relationship building and service), Client Experience (special client service initiates to support the client experience), Contract Management (manage contract lifecycle and record retention), and Client Operations (new account workflow, activities, billing, and audit/oversight).
ABOUT THE ROLE
The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.
Primary Responsibilities
* Support the maintenance of existing client accounts.
* Assist with team projects and initiatives.
* Establish familiarity with internal systems to respond to client requests - asset values, status updates, tax efficiency, account performance, etc.
* Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
* Support the termination of client accounts as requested.
* Establish working relationships with Distribution and other internal teams on existing client relationships.
* Establish working relationships with external contacts for new accounts and activity for existing clients.
* Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
* Support the provision/refreshing of portfolio analyses with existing clients.
Job Requirements
* 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
* 0-4+ years proven experience working with financial services advisors / money managers.
* Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
* Relationship-building skills and ability to thrive in a team environment.
* Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
* Established communication skills - both internally/externally in written/oral/auditory essential.
* Familiarity with MS Office and the ability to learn additional internal/ external software programs.
* Resourcefulness, problem solving, and organization (ability to prioritize effectively)
* Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
* Flexible, willing, and able to work long hours as needed.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
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.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us. RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company Under occasional oversight, support the administration of the company's underwriting structure. Underwrite and monitor commercial accounts and account lines. Develop and execute a marketing plan. Direct and develop the underwriting staff. Perform and monitor the risk analysis. Analyze, evaluate, accept, decline, rate, quote, and bind new submissions.Principal Duties & Responsibilities
Direct all aspects of the underwriting process for a group within a product line.
Develop and execute a marketing plan by targeting new brokers, arranging meetings, and attending industry functions.
Direct and develop the underwriting staff.
Perform and monitor the risk analysis.
Analyze, evaluate, accept, decline, rate, quote, and bind new or renewal submissions.
Lead special projects and other duties as needed.
Education & ExperienceRequires a bachelor's degree in business, insurance, or a related field and 8 or more years of experience in a similar field or position. An advanced degree is preferred.Knowledge, Skills, & Competencies
Ability to use analytical methods in underwriting processes to find workable solutions.
Ability to communicate findings and recommendations to management on underwriting matters.
Ability to manage and develop subordinates to ensure increased performance.
Ability to use software to summarize and analyze large amounts of data.
Ability to apply a strategic perspective to improve underwriting functions.
Compensation OverviewThe base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future. Base Pay Range$132,304.00 - $192,833.00Total RewardsAt RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.Financial Incentives
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) - automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Health & Wellness
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Personal & Professional GrowthRLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
Training & certification opportunities
Tuition reimbursement
Education bonuses
Diversity & InclusionOur goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
$54k-81k yearly est. Auto-Apply 60d+ ago
Security and Derivatives Intermediate Associate Analyst Hybrid
Citi 4.6
Remote or Tampa, FL job
The Sec & Derivative Intermediate Associate Analyst is an entry-level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions.
Responsibilities:
Utilize industry and business knowledge to perform settlement and reconciliation functions
Actively manage fails and breaks through root cause analysis and resolution
Contribute to the development of a micro-service IT strategy, redefining existing systems/flows
Identify and support implementation of securities processing improvements
Assist with identifying control gaps and formulating policies that streamline related work processes
Develop and use knowledge of securities, processing practices and standards
Provide informal guidance or on the job training to lower level/new securities processing team members when required
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.
Do the right thing, strive for excellence, and be proactive across all areas of focus
Qualifications:
2-5 years of relevant experience
Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Operations - Transaction Services
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Job Family:
Securities and Derivatives Processing
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Time Type:
Full time
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Primary Location:
Tampa Florida United States
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Primary Location Full Time Salary Range:
$62,620.00 - $87,380.00
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 08, 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.
$62.6k-87.4k yearly Auto-Apply 30d ago
Dir, P3, Workpl Ops & Supp III : Job Level - Director
Morgan Stanley 4.6
Columbus, OH job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Role Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service.
What you'll do in the role:
* Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population
* Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience
* Responsible for interviewing and onboarding top talent
* Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates
* Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements
* Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population
What you'll bring to the role:
* 4+ years previous call-center experience or equivalent required in a technical or customer service field
* Previous Service Desk Experience
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* Passion for providing feedback & coaching
* Excellent written and oral communication skills
* Excellent time management skills
* Excellent Problem-Solving Skills
* Experience with Microsoft Office Products, Windows 10, and general office computing tools
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 $70,000 and $105,000 per [hour/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).
$70k-105k yearly Auto-Apply 27d ago
Community Lending Officer San Francisco California - Hybrid
Citigroup Inc. 4.6
Remote or San Francisco, CA job
The Community Mortgage Lending Officer is an entry level position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients.
Responsibilities:
* Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
* Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
* Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
* Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
* Advise customers about the consequences, risks, and benefits of alternative lending solutions.
* Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
* Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
* Work as a team with all internal partners to support and grow our customers.
* Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
* Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
* Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
* Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
* 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
* Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
* Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
* Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month.
* 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:
* 2-5 years relevant experience
* Residential Mortgage experience required
* 3+ years previous mortgage sales experience required
* Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory
* Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs.
* Established book of business
* FHA/VA & conventional loan experience is preferred
* The ability to comprehend and explain financial calculations and pricing alternatives.
* The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
* Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
* Demonstrated customer service skills
* Self-motivated and able to work independently
* Strong relationship development and management skills
* Expertise of general lending products and overall mortgage industry.
* This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing
* System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
* Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts.
Education:
* Bachelor's/University degree or equivalent experience
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
* -----------------------------------------------------
Job Family Group:
Consumer Sales
* -----------------------------------------------------
Job Family:
Consumer Product Sales
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
San Francisco California United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$90,000.00 - $90,000.00
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.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jan 16, 2025
* -----------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
$90k-90k yearly 8d ago
Senior Lead Counsel, IP & Technology Transactions - Bilingual English/Spanish (Hybrid)
Citi 4.6
Remote or New York, NY job
The Citi Corporate Legal department seeks to fill an attorney role in the Technology Transactions team, within the global Technology, Operations, & Privacy law group. The Technology Transactions Attorney - LATAM is a senior level position responsible for providing Citi businesses and functions with legal counsel and thought leadership on all matters related to Technology Transactions, with a focus on the LATAM located business. This attorney will provide a broad range of commercial legal support for operational and corporate services issues, negotiate and draft a range of general commercial contracts, including technology agreements, outsourcings, and other services arrangements. The role will collaborate with business and function colleagues (Legal, Risk, Compliance, Finance, HR and Enterprise Operations & Technology) globally across Citi: e.g., Institutional Client Bank; Global Consumer Bank; and Corporate Functions, and provide a broad range of commercial legal support across Citi business areas, including HR; Advertising & Marketing; Facilities; Travel; Technology; and Professional Services, and be the primary liaison for global deals impacting the LATAM region.
This role requires a pragmatic, proactive attorney with thorough understanding of Technology Transactions, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate, particularly LATAM. This counsel will provide input into strategic decisions while exercising sound legal judgement to develop proactive, risk-appropriate, and commercially business-oriented solutions.
Responsibilities:
Responsible for providing Citi businesses and functions with legal counsel; supporting strategic initiatives and product/service launches, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management/leadership on all manners of legal matters related to Technology Transactions, with a focus on LATAM
Objectively evaluate Technology Transactions business decisions by applying institutional knowledge against industry standard, widely accepted business practices, laws, rules, and regulatory guidelines, with a focus on LATAM, escalating as appropriate
Collaborate across internal lines of business and control/support functions to achieve coordinated and efficient outcomes on matters related to Technology Transactions; coordinate closely with legal peers, particularly in the LATAM region, aligned to associated businesses
Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk by collaborating with ICRM & Risk, following relevant legal developments, participating in internal projects, and performing other related tasks
Negotiate and draft a wide range of general commercial contracts, such as technology agreements, outsourcings, other services arrangements and other commercial contracts, for LATAM and Global enterprise use. Many agreements support global frameworks and require flexibility to adapt a global model to specific and varied local legal, regulatory and business requirements.
Qualifications:
7+ years of proven general commercial transactional experience. Experience working with financial services companies a plus
Experience with legal work in LATAM region
Fluency in both written and spoken English and Spanish is required, with ability to draft, review and negotiate legal agreements in English and Spanish
Demonstrated expertise in the legal systems and regulatory frameworks of multiple Latin American countries, particularly civil law jurisdictions, is highly desirable
Effective communication and negotiation skills and ability to build and maintain trusted relationships with the ability to convey complex legal concepts clearly to multi-national audiences
Excellent leadership, interpersonal, organizational and relationship management skills and experience working effectively with stakeholders from different backgrounds.
Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment
Member of a US bar in good standing
Education:
Juris Doctor (J.D.) from an accredited U.S. law school, or an equivalent degree from a recognized foreign institution
Work Environment:
This is a hybrid role - the position can be based in either the New York City office (3 days/wk in office) or Tampa office (2 days/wk in office)
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Job Family Group:
Legal
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Job Family:
Legal - Enterprise
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$211,280.00 - $316,920.00
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.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 19, 2025
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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.
$211.3k-316.9k yearly Auto-Apply 49d ago
Sr Dir Product Marketing
CME Group 4.4
Remote or New York job
CME Group is the world's leading derivatives marketplace. Central to our business is the Commodity product portfolio-spanning Agriculture, Energy, and Metals-which anchors the Exchange's origins and provides critical hedging and price discovery capabilities relied upon by farmers, corporations, and financial institutions, alongside highly liquid trading opportunities for global institutional and individual investors. This vertical is a key growth driver, poised for expansion with an exciting pipeline of new offerings.
The Opportunity
We are seeking a strategic leader to join as the Head of Commodity Product Marketing. This global role is ideal for an individual with a strong understanding of and interest in Commodity markets.
You will lead a team of Marketing Managers to develop and execute strategic marketing plans that support key business priorities. Your primary goal is to drive growth by building product awareness, driving consideration, capturing leads, and supporting both new client acquisition and the growth of existing client relationships.
This position requires a proven leader who can manage direct reports, lead cross-functional teams, and partner with stakeholders to translate business goals into effective marketing campaigns. You will report to the Head of Product Marketing.
What You'll Do (Responsibilities)
Set Marketing Strategy: Define the near- and long-term strategic marketing course to drive incremental revenue for the Commodity portfolio.
Team Leadership: Lead and mentor a team of individual Marketing Managers, guiding their efforts across the Energy, Agriculture, and Metals asset classes.
Cross-Functional Partnership: Partner with business heads, sales, and marketing leadership. Collaborate closely with Business Line Managers, digital marketing, and Corporate Brand & Communications to deliver timely, impactful marketing.
Campaign Development: Gain an in-depth understanding of each business line, its offerings, and customer value propositions. Use this to develop and implement multi-channel digital marketing campaigns tailored to different client segments.
Drive Business Outcomes: Focus all marketing efforts on driving new business, generating a pipeline of prospects for sales, and achieving revenue goals.
Data-Driven Decisions: Leverage data and insights to drive strategic targeting, ongoing performance measurement, and impactful program optimization.
Budget Management: Manage dedicated media and operating budgets with a strong focus on ROI.
Market Intelligence: Intimately understand and monitor the competitive landscape and follow trends impacting the markets to ensure CME products are optimally positioned.
Third Party Relationship management: Build and nurture relationships with key industry partners like Platts, Argus, FastMarkets, and other price reporting agencies (PRAs).
What You'll Bring (Qualifications)
Experience: 15+ years of considerable, relevant marketing experience.
Industry Knowledge: Exposure to Commodity markets and/or the financial industry is required. You are excited by trading and markets.
Leadership: Proven track record of leading impactful marketing programs and experience leading a team.
Marketing Expertise: Demonstrable success in delivering multi-channel digital marketing campaigns including paid display, search, social and owned properties like web and mobile. Experienced in the development, implementation, and measurement of multi-channel marketing programs. Skilled in tailoring marketing strategies to different audience segments, roles, and geographies.
Collaboration: Highly effective in working as part of a global, cross-functional team to deliver marketing results
Communication: A persuasive and passionate communicator, skilled at stakeholder management.
Mindset: You possess an entrepreneurial spirit and a ‘Yes, and' mindset. You are comfortable making decisions, managing projects, and meeting strict deadlines. You enjoy constantly learning to make an impact.
Technical Skills:
Google Workspace, Microsoft Office
Salesforce
Marketing automation platforms (e.g., Marketing Cloud, Pardot, Marketo)
Social platforms (e.g., Sprinklr, Hootsuite)
Analytics tools (e.g., Google Analytics, Tableau)
Location & Schedule
Location: Chicago or New York
Schedule: This is a hybrid role, with 3 days in the office and 2 days working from home.
#JR-1
#hybrid
CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay ranges for this role based on location are: Chicago: $148,800-$248,000 New York/New Jersey: $163,700-$272,800. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents.
CME Group: Where Futures are Made
CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more.
At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic.
Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
$163.7k-272.8k yearly Auto-Apply 30d ago
Software Engineer (C#/.NET) - Parametric
Morgan Stanley 4.6
Remote or Alpharetta, GA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE TEAM
The Digital team at Parametric:
* We are responsible for the development of Parametric's client and partner web portals which support and enhance our client experience.
* We are building a robust Api platform to support client and partner integration and straight-through-processing of client servicing requests
* We have an extensive product roadmap to deliver innovative investment tools, client servicing and rich portfolio/account level reporting through an online experience.
ABOUT THE ROLE
We are looking for individuals that have are passionate about agile software development and designing and delivering high quality, client facing systems of engagement. The Software Engineer for this position will collaborate with global development teams and contribute directly to the design, development, delivery, and support of various new and existing technology solutions that supports all aspects of our client experience.
PRIMARY RESPONSIBILITIES
* Owner of one or more major sub-systems in our Digital Platform
* Collaborate with business partners to understand strategic objectives and acceptance criteria.
* Design and development of custom product features on our Digital roadmap.
* Enhance the client experience through engaging, performant, and resilient applications and apis.
* Design and/or redesign solution architecture to meet and/or improve system performance and resiliency.
* Contribute to automated testing via unit/integration/functional test suites.
* Conduct code reviews of other developers.
* Contribute to evolution of our architecture to make it more flexible, testable, and easy to use.
* Keep learning and innovating while meeting product delivery targets.
JOB REQUIRMENTS
* 2+ years of full-stack web application development (C# .Net Framework, Angular front - end) experience managing all aspects of technical projects with a proven track record of delivering well architected and well written software solutions.
* 2+ years of Azure cloud-native development experience - PaaS Preferred
* 2+ years of experience in web and REST API development using asp.net core.
* OIDC and Oauth2 experience for implementing web authentication and authorization.
* Experience with SQL and NoSQL (MongoDB preferred) database platforms.
* Experience configuring CI/CD pipelines (Azure DevOps preferred)
* Experience with building event-based and mirco-service style architecture.
* Experience with git source control and giflow fundamentals.
* Experience with contributing to automated test suites with unit and integration tests.
* Experience with Agile development processes such as Kanban or Scrum
* Strong communication skills and ability to demonstrate understanding of business goals.
* Experience with design and delivery of product features on a public web application.
* Proven track record of becoming a subject matter expert in areas related to current assignments.
* Successful track record of development, implementation and delivery of applications and services to meet business goals and technology objectives; ability to transform business requirements into actionable plans and delivery.
* A creative, self-confident self-motivator with a can do orientation, along with the ability to function both independently and as a member of a team. Can work well in a fast-paced entrepreneurial environment.
* Passionate, forward thinking, and creative individual with high ethical standards and integrity
* Bachelor's degree in computer science or related area of study preferred.
* FinTech (Financial services technology) experience is plus.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$82k-104k yearly est. Auto-Apply 60d+ ago
Client Service Desk Team Leader - Director
Morgan Stanley 4.6
Columbus, OH job
Company Profile 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.
Department Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high-quality technology solutions and support functions to our internal end users as well as external clients. Our goal is to ensure all users across the firm can perform their job efficiently with minimal to no interruption.
Position Description
WS is seeking a technical team leader to help the lead and shape the service desk while adhering to the firm's core values. The ideal candidate will be a leader and functional owner, motivating and coaching their team with the goal of providing world class customer service.
Job Description:
* Responsible for overseeing a team of service desk professionals supporting the internal and external Morgan Stanley population
* Serve as the functional owner of a technical client-facing service desk, overseeing data transfer protocols including login credential rotations, PGP key management, FTP/SFTP configuration, and ongoing system maintenance and administration
* Responsible for SLAs across multiple inventory streams, including call management, email correspondence, ticket aging and resolution, and real-time 24x7 system health monitoring
* Provide timely feedback, training, and coaching 50% of the time with a focus on driving efficiency of work execution while providing a world-class service experience
* Support interviewing and onboarding of top talent
* Conduct performance management to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates
* Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements
* Drive growth and development of team members
Qualifications:
* 3-5 years previous technical or customer service leadership experience
* Previous service desk experience
* Excellent problem-solving skills with passion for process improvement
* Passion for providing feedback & coaching
* Excellent written and oral communication skills
* Experience with financial service firms
* College degree or equivalent experience
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$82k-108k yearly est. Auto-Apply 29d ago
Client Onboarding Project Manager Hybrid
Citigroup 4.6
Remote or Tampa, FL job
The Client Onboarding Lead Analyst is a strategic professional responsible for project managing the onboarding of clients into the Securities Services organization. This individual must stay abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Developed communication, diplomacy, and innovative thinking skills are required in order to guide, influence others, and ensure adequate oversight, monitoring and control of our client and internal business partners. Provides advice and counsel related to the technology or operations of the business. Appropriately assess risk when business decisions are made. Demonstrate 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. Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating. Manage and reporting control issues with transparency. Demonstrates high level of diligence, motivation and organizational skills to ensure timely and accurate delivery of all project deliverables. This individual must deliver superior customer service and resolution of customer issues throughout the client onboarding
Responsibilities:
+ Responsible for the overall project management in the Securities Services space, and managing cross-functional relationships.
+ Responsible for ensuring appropriate stakeholder engagement and interaction throughout the client onboarding efforts , internally and externally
+ Determines overall project timeline, governance structure, and most efficient plan to onboard clients amidst variables to the deal won and requirements identified
+ Develop and maintain solid project communication plan
+ Collaborate with our operations partners to coordinate client onboarding due diligence
+ Partner with businesses and other support functions at senior levels in setting strategy and priorities.
+ Ability work with our business partners to analyze and solution complex and variable issues with significant departmental impact
+ Understands client requirements and ensure sound oversight, monitoring, control and reporting is in place as they are implemented.
+ Successfully manage, communicate and resolve issues, challenges and concerns raised during the onboarding effort. Serve as the escalation point of contact for project related deliverables. Maintain project risk management protocols and governance
+ Effectively manage scope creep. Ensure project changes management protocols and governance is leveraged
+ Ensure regular, accurate and transparent project status reporting, internally and with our client as phases of the project require
+ Completing post implementation review and handoff of the client relationship and service
+ Collaborate with our partners to document project lessons learned. Ensure key opportunities for improvement are implemented
+ Maintain robust knowledge in Securities Services industry, and Citi's services and solutions
+ Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients and ensures a strong and robust processing environment with effective controls.
+ Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
+ Builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.
Qualifications:
+ Experienced project and process management skill in complex, global environment
+ Previous experience in Custody or Fund Accounting and Administration
+ Excellent interpersonal communication skills. Able to communicate with internal and external business partners.
+ Consistently demonstrates clear and concise written and verbal communication skills.
+ Strong skills in Word, Excel, PowerPoint, MS Project, Visio, SharePoint
+ Proactive and able to work and learn independently
+ Flexible to work in accordance to demands a specific client onboarding requires.
+ Ability to focus on high quality delivery and priorities in stressful situations
+ Ability to achieve business objectives without compromising on controls and risk parameters established
Education:
+ Bachelor's/University degree or equivalent experience, potentially Master's degree
This job description and responsibilities provides a high level review of the types of work performed. Other job-related duties may be assigned as required
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**Job Family Group:**
Customer Service
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**Job Family:**
Institutional Client Onboarding
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**Time Type:**
Full time
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**Primary Location:**
Tampa Florida United States
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**Primary Location Full Time Salary Range:**
$93,440.00 - $140,160.00
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.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 19, 2025
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_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.
About Us We're not like other insurance companies. From our specialty products to our business model, our culture to our results - we're different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn't just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.
RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar - a testament to our culture and validation of our reputation as an excellent underwriting company.
Position Overview
This is an exciting opportunity to join our redesigned and growing Personal Umbrella Claims Team assisting with the management of excess liability claims. We are looking for A+ professionals who can thrive in a fast-paced environment, are eager to develop as a claim examiner and play a critical role in investigating, evaluating and resolving excess claims. If you embrace learning and are looking to develop your skills handling liability claims, come learn why RLI is different.
Principal Duties & Responsibilities
* Rapid fact development: obtain and analyze police/fire reports, accident response letters, 911 audio, dash/body-cam requests, scene photos, surveillance/video preservation, and public-record pulls (DMV, court dockets, etc.).
* Medical & damages file-build: request authorizations, order medical/billing, build medical chronologies and specials summaries; flag prior injuries and apportionment issues for excess exposure analysis.
* Primary carrier stewardship: monitor and document the underlying carrier's investigation progress; escalate gaps or divergence from best practices that could affect the umbrella.
* Open-source & social media research: perform targeted open-source research to corroborate activities, damages, or liability facts; document methodology and maintain chain-of-custody.
* Identify potential sources of third-party evidence (video, EDR data, dash cams) and issue preservation requests and deploy the appropriate experts to obtain; review for accuracy; extract and summarize key facts for claim notes; identify next steps.
* Vendor management: scope and assign field investigators, scene inspectors, nurse reviewers, accident reconstructionist; define deliverables, timelines, and budgets.
Education & Experience
* Bachelor's degree preferred
* 2+ years of auto liability claim handling, paralegal, or legal investigator experience.
* Experience handling umbrella/excess claims and evaluating coverage is a plus.
Knowledge, Skills & Competencies
* Proactive in initial investigation, claim handling and resolution.
* Strong interpersonal and communication skills.
* Working knowledge of auto liability and defenses is preferred.
* Organized, self-motivated and detail oriented.
* Strong analytical and investigative skills, including experience with online research
* Able to manage multiple priorities and excel in a fast-paced environment.
Compensation Overview
The base salary range for the position is listed below. Please note that the base salary is only one component of our robust total rewards package at RLI. The salary offered will take into account a number of factors including, but not limited to, geographic location, experience, scope & responsibilities of the role, qualifications/credentials, talent availability & specialization, as well as business needs. The below range may be modified in the future.
Base Pay Range
$56,754.00 - $79,597.00
Total Rewards
At RLI, we're all owners. We hire the best and the brightest employees and allow them to share in the company's success through our Total Rewards. With the Employee Stock Ownership plan at its core, the Total Rewards program includes all compensation, benefits and perks that come with being an RLI employee.
Financial Incentives
* Annual bonus plans
* Employee stock ownership plan (ESOP)
* 401(k) - automatic 3% company contribution
* Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Work & Life
* Paid time off (PTO) and holidays
* Paid volunteer time off (VTO) to support our communities
* Parental and family care leave
* Flexible & hybrid work arrangements
* Fitness center discounts and free virtual fitness platform
* Employee assistance program
Health & Wellness
* Comprehensive medical, dental and vision benefits
* Flexible spending and health savings accounts
* 2x base salary for group life and AD&D insurance
* Voluntary life, critical illness, & accident insurance for purchase
* Short-term and long-term disability benefits
Personal & Professional Growth
RLI encourages its employees to pursue professional development work in insurance and job-related areas. We make a commitment to employees to provide educational opportunities that help them enhance their skills and further their career advancement. RLI fosters a true learning culture and encourages professional growth through insurance courses, in-house training and other educational programs. RLI covers the cost for most programs and employees typically earn a bonus upon successful completion of approved courses and certifications. Our personal and professional growth benefits include:
* Training & certification opportunities
* Tuition reimbursement
* Education bonuses
Diversity & Inclusion
Our goal is to attract, develop and retain the best employee talent from diverse backgrounds while promoting an environment where all viewpoints are valued and individuals feel respected, are treated fairly, and have an opportunity to excel in their chosen careers. We actively support, and participate in, initiatives led by the American Property Casualty Insurance Association that aim to increase diversity in the insurance industry. Cultivating an exceptional and diverse workforce to deliver excellent customer service reinforces our culture and is a key to achieving superior business results.
RLI is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
Zippia gives an in-depth look into the details of Federal Deposit Insurance, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Federal Deposit Insurance. The employee data is based on information from people who have self-reported their past or current employments at Federal Deposit Insurance. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Federal Deposit Insurance. The data presented on this page does not represent the view of Federal Deposit Insurance and its employees or that of Zippia.
Federal Deposit Insurance may also be known as or be related to Federal Deposit Insurance, Federal Deposit Insurance Corporation, Federal Deposit Insurance Corporation (FDIC), Federal Deposit Insurance Corporation (fdic) and The Federal Deposit Insurance Corporation (FDIC).