Registered Client Relationship Analyst
Bethesda, MD job
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Assists Financial Advisor(s) / team in delivering against their business plan and client service model
* Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)
* Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
* Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $34,320 - $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 10 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).
Auto-ApplyRegistered Service Associate
McLean, VA job
Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.
DUTIES and RESPONSIBILITIES:
OPERATIONAL SUPPORT:
* Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
* Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day
* Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals
* Assist with processing of trade adjustments and responding to operational alerts
* Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner
* Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements
* Remedy and/or escalate service breaks to management team
* If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated
OTHER:
* Assist with special projects (e.g., recruit onboarding support)
* Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
* Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed
* Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)
* Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
* Organize and track progress against operational remediation projects
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Strong computer skills and knowledge of Microsoft Office products
* Exceptional writing, interpersonal and client service skills
* Detail oriented with superior organizational skills and ability to prioritize tasks
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions
Reports To:
* Service Manager
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).
Auto-ApplyWealth Management Associate
Rockville, MD job
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
DUTIES and RESPONSIBILITIES:
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including:
• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
Business Development Support:
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce.
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Education and/or Experience
• 5+ years of work experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required Knowledge/Skills
• Strong leadership skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $50,00-$115,000 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 xx 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).
Auto-ApplyPrivate Banker
Washington, DC job
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $110,000 - $190,000 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).
Auto-ApplyDEVELOPER - Columbia, SC
Falls Church, VA job
Developer - Columbia SC
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Minimum Qualification
Bachelor's degree in Computer Science, Information Technology, or related field - or equivalent professional experience.
Strong hands-on experience developing complex applications using Java.
Proven experience working in Agile/Scrum environments using tools such as Jira and Confluence.
Practical experience with AWS services, including Lambda, Glue, ECS, S3, and CloudFormation templates.
Experience developing and deploying applications using DevOps tools such as Bitbucket and Bamboo.
Ability to build, test, document, and deploy containerized components.
Experience implementing data flows, state machines, and master records using MarkLogic or similar NoSQL technologies.
Strong understanding of integration development and cloud-based application architecture.
Excellent collaboration skills, with the ability to work closely with cross-functional agile teams and jointly own deliverables.
Auto-ApplyMortgage Home Lending Officer - DC / MD / VA
Bethesda, MD job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
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.
+ 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
+ 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
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ 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
+ 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,
Education:
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Consumer Product Sales
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**Time Type:**
Full time
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**Primary Location:**
Bethesda Maryland United States
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**Primary Location Full Time Salary Range:**
$60,000.00 - $175,000.00
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.
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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 05, 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.
Associate Market Manager
McLean, VA job
The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive.
DUTIES and RESPONSIBILITIES:
Leadership:
* Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
* Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area
* Leverages the resources of the Firm to achieve the highest level of success
* Plays a key role in leading Market's efforts of sales and growth
Team Building:
* Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive
* Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach
* Plays a key role in growing the Market through hiring, lateral recruiting and training
Product/Business Knowledge:
* Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
* Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
* Has the ability to effectively apply product/business knowledge to recruiting efforts
Accountability:
* Plays a leading role in the Market's financial and sales performance, including expense management
* Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices
* Assists in the creation and administration of an Annual Supervisory Plan for the Market
* Contributes to establishing a core compliance model in offices under supervision
Sales/Marketing:
* Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
* Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households
EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:
Education and/or Experience:
* At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience
* Bachelor's Degree required
Licenses and Registrations:
* Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only)
* Other licenses as required for role or by management
Skills:
* Effective written and verbal communication skills
* Ability to think critically
* Ability to manage a team
* Strong attention to detail
* Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
* Ability to own projects at a Market level
* Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
* Dual reporting into the Market Executive and the Regional Chief Operating Officer
All candidates should verify that they meet the minimum eligibility requirements prior to applying.
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).
Auto-ApplySenior Business Analyst (VP)
Arlington, VA 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 Principal Business Analysis position at Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
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.
Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you.
Position Description
The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, must possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications.
What you'll do in the role:
• Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure).
• Analyze business processes, functions and procedures across multiple business units.
• Mentor less experienced team members, lead by example and produce high quality requirements.
• Create user stories for business and functional requirements, including workflow, business rules and use cases.
• Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs.
• Meet business unit objectives including cost estimates, date commitments and functionality.
• Act as liaison between business units, technology, management and users.
• Assist with QA/Testing to develop test plans and more detailed test cases.
• Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations.
• Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions.
What you'll bring to the role:
• 10+ years of experience in a business analyst role.
• Hands-on SQL skills and understanding of databases.
• Understanding of basics of systems design such as multi-tier platforms
• Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality.
• Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
• Excellent verbal and presentation skills.
• Self-motivated, innovative and can work independently as well as in a team environment
• Ability to multitask across a number of projects.
• Proficient in MS Office applications: Excel, MS Project, Visio, Word and Powerpoint.
• Willingness to learn and grow.
• Experience within an Agile framework.
Desired skills
• Experience in financial services field, with emphasis on banking and deposits.
• Understand how to create user flows and UI mockups.
• Ability to read basic Java or pseudo code
Educational Qualification:
• Minimum BS degree in Computer Science, Engineering or a related field.
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services.
All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.
Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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.
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).
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).
Auto-ApplyInternal Accountant Auditor - Rockville, MD
Falls Church, VA job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Contractor(s) will develop a timely and flexible annual audit plan using an appropriate risk based methodology including any risks or control concerns identified by management and submit that plan as well as periodic updates to the Audit Committee for review and approval.
The contractor(s) must be a professional audit staff with sufficient knowledge, skills, experience, and professional certifications to meet the requirements of Montgomery County Department of Health and Human Services; issue periodic reports, at the very least on a quarterly basis to the appropriate management level summarizing results of audit activities; keep the Audit Team informed of emerging trends and successful practices in internal auditing.
It is understood that the internal auditors' role in such special projects is purely on a recommendatory basis, and the Internal Audit Team should not be part of any decision-making process by the project team to maintain the independence of the internal audit function.
Contractor(s) must follow through on the implementation of action plans committed by management to mitigate identified risks and address control lapses noted and must foster a strong internal control environment through education and training. Contractor(s) must consider the scope of work of the external auditors.
Contract staff will work side-by-side with County staff to facilitate knowledge transfer.
Minimum Qualification
Timesheets at least monthly but in a format approved by the TOM
Periodic reports as requested by the TOM at least on a quarterly basis
Recommendations to the Internal Audit Team
An annual audit plan using an appropriate risk-based methodology
Preferred Qualification
A Certified Public Accounting (CPA) license is preferred, but not required
In lieu of a CPA, a BS/BA degree in Accounting or similar degree
Entry or Mid-level experience in accounting/auditing.
The County will provide on the job training
Auto-ApplyU.S Banks Affiliate Risk Vice President
Arlington, VA job
Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries and affiliates, provides a wide variety of products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions, and individuals. Institutional Securities provides a variety of products and services to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and solutions to individual investors and small to medium-sized businesses and institutions covering: financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans and other lending products; banking; and retirement plan services.
Our U.S. banking subsidiaries, Morgan Stanley Bank, N.A. (“MSBNA”), Morgan Stanley Private Bank, National Association (“MSPBNA”), each, a “Bank” and collectively, the “U.S. Banks”) accept deposits, provide loans to a variety of customers, including large corporate and institutional clients as well as high to ultra-high net worth individuals, and invest in securities. Lending activity recorded in the U.S. Banks from the Institutional Securities business segment primarily includes Secured lending facilities and Commercial real estate loans. Lending activity recorded in the U.S. Banks from the Wealth Management business segment primarily includes Securities-based lending, which allows clients to borrow money against the value of qualifying securities, and Residential real estate loans.
Description:
The U.S. Banks Affiliate Risk Vice President position is responsible for ensuring that all covered transactions and related intercompany agreements between a Bank and its non-banking affiliates are tracked, reviewed, and managed for regulatory compliance and sustained business line relevance. This role is vital for maintaining appropriate affiliate relationships and mitigating risk.
Affiliate Agreement Inventory Management and Tracking:
Draft agreements and terms to memorialize recurring services or transactions between the U.S. Banks and their various non-banking affiliated.
Maintain a comprehensive, centralized inventory of all affiliate agreements and covered transactions.
Work with business lines and control functions to identify, tag, and capture all intercompany agreements subject to Regulation W.
Compliance and Oversight:
Review new and existing affiliate agreements to ensure they are consistent with safe and sound banking practices, comprehensive for the services provided, and conducted on market terms.
Develop and implement controls and procedures to address the complexities of Regulation W across intercompany agreements with different business lines and applicable pricing methodologies.
Serve as a subject matter expert on Regulation W and sections 23A/23B for all relevant stakeholders.
Reporting and Communication:
Develop and prepare regular reports and metrics for senior management and the board of directors on the status of the Affiliate Agreement program.
Provide support for internal and external audits and examinations by preparing documentation and responding to inquiries.
Escalate identified compliance gaps, overdue activities, and other issues to the appropriate compliance and business leaders.
Collaborate with Legal, Risk, and business units to provide guidance on the development and implementation of new or modified activities and modeled transactions between the U.S. Banks and their non-banking affiliates.
Qualifications:
Bachelor's degree in Finance, Business or other related field
10+ years of relevant experience in risk management, commercial contract drafting, , intercompany contracting documentation and governance in the financial services industry is a plus
Familiar with Information Technology risks in general and Cloud technologies specifically (SaaS, PaaS, IaaS, Public & Private Cloud)
Demonstrate an understanding of various compliance and regulatory areas (e.g. FFIEC, NIST)
Strong sense of ownership, accountability, and entrepreneurial spirit
Strong project management, organization, communication, and analytical skills
Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
Ability to work in a fast paced environment, both independently and as part of a team, and under strict deadlines
Strong at identifying key control points within a process, and then provide assessment of the preventative and detective controls
Strong interpersonal skills - freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations
Strong written and oral communication skills will be important for this role as effective communication of our role to IT, the business units, regulators, and our vendors is critical
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyRegistered Client Service Associate
Annapolis, MD job
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that
requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports to:
Business Service Officer
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).
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: $33,280.00 - $85,000.00 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 10 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).
Auto-ApplySubject Matter Expert - HHS - Falls Church, VA
Falls Church, VA job
Subject Matter Expert - Health and Human Service - Falls Church VA
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Minimum Qualification
At CITI, we measure success by the positive impacts and outcomes we have on the lives of our citizens using innovative HHS and Healthcare IT solutions at the federal, state, county, city, and community levels. CITI is seeking a Practice Lead, Project Manager, and Subject Matter Expert with experience in Health and Human Service
Experience working with State Health and Human Service Departments, Childcare Subsidy Systems, Child Care, and Child Welfare systems.
Experience working with childcare subsidy programs, Integrated Eligibility, TANF, SNAP, and other Benefits programs.
Bachelor's degree in early childhood education, Child Development, Social Welfare, Public Administration, or human services-related field (preferred)
10 + years of proven experience leading a large organization through transformation and change at a similar leadership level in federal, state, or local government, or a large nonprofit organization or corporation that provides health and human services or social services.
Experience working in the Health and Human Services domain.
Experience with Early childhood programs (childcare and Head Start).
Managed state-wide staff within permanency programs.
Experience working in Child welfare and public child welfare information systems.
Oversees child welfare product solution design and innovation.
Experience with a state agency in the Health and Human Services Department.
Managed statewide staff within permanency programs.
Proficiency in data analysis and interpretation.
Excellent communication skills, both verbal and written.
Ability to work collaboratively in a team environment and independently as needed.
Auto-ApplyOracle Technical Specialist - Rockville, MD
Falls Church, VA job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Background
This Task Order supports a critical Client software platform known as The Solution, an Oracle-based system responsible for handling high-priority operational processes for multiple County departments and external agencies. Implemented in 2011, the system operates 24x7x365 and consists of complex, aging components that require modernization and re-platforming. The effort focuses on upgrading key subsystems including Identity (Oracle Internet Directory), Middleware (Oracle Application Server/WebLogic), and the UI/Runtime (Oracle Forms).
Role and Responsibilities
This Task Order seeks a consultant to complete re-platforming work that has been started. The current subsystem versions are as follows:
Lead and support upgrade efforts across The Solution's Oracle ecosystem, including Oracle Database (12c → 19c), OID, Oracle Application Server/WebLogic (10g → 12.2.1.4), Oracle Forms (10g → 12c), and Oracle Reports (10g → 12c).
Modernize the UI by eliminating Java applet dependencies and removing JDK version constraints.
Re-sign approximately 10 legacy JAR files using the Montgomery County government (MCGOV) certificate.
Provide hands-on expertise with Oracle DB versions 11g, 12c, and 19c; Oracle Middleware (OAS/OID) 10g/12c; WebLogic 11/12; and Oracle Forms/Reports administration and upgrades.
Utilize strong Linux (CentOS/RHEL) and shell scripting skills to support system re-platforming and environment optimization.
Assist in the transition of legacy authentication from a custom Java-based AccessMCG SSO to an Oracle SSO solution integrated with Microsoft Entra ID.
Minimum Qualifications
Contractor will provide candidates with:
Extensive work and knowledge of Oracle DB versions 11, 12c, and 19c
Extensive work and knowledge of Oracle Middleware (OAS, OID) V. 10g and 12c
Extensive work and knowledge of WebLogic v. 11/12
Extensive work and knowledge of Oracle Forms/Oracle Reports 10g, 12c upgrade
Extensive work and knowledge of Linux, shell scripts
Work and knowledge of Oracle Single Sign On
Auto-ApplyFederal Government Affairs, Director
Washington, DC job
The Government Affairs Director reports to the Head of U.S. Government Affairs in Washington, D.C. and is located in Washington, D.C. The candidate will be responsible for representing Citi before Congress and other federal government offices and will be primarily responsible for managing Senate Republican relationships, as well as key relationships in the Administration.
The position involves: identifying priority issues; creating an advocacy strategy around identified issues, implementing the strategy including engaging with external stakeholders such as trade associations and outside consultants. The preferred candidate will have experience working on financial services and/or foreign policy issues and have proven policy success working with Republican offices with a focus on the Senate Banking Committee, Senate Republican Leadership, and with the U.S. Department of the Treasury. The candidate will be required to register as a lobbyist.
Key Responsibilities:
+ Build and maintain relationships with key Republican Congressional offices and policymakers
+ Advocate on financial services and other policy issues important to Citi
+ Schedule meetings and prepare talking points and briefing materials for the CEO and senior business leaders
+ Identify and communicate federal policy changes and their implications to senior management, business heads and global functions (including public affairs, legal, and compliance)
+ Build internal consensus on policy changes that affect the bank
+ Build internal support for the Citi Political Action Committee (PAC)
+ Coordinate with State & Local and International government relations teams on policy issues and advocacy, as appropriate
+ Be a value-added resource to senior management and business leaders to provide political insight and guidance on political developments
+ Participate in key trade associations' working groups
Qualifications:
+ Bachelor's degree required
+ Minimum of 15 years of experience in government relations either from government or with a major corporation, trade association, or other organization
+ Previous financial services policy experience
+ Excellent written and verbal communication skills
+ Proven success lobbying Republican Congressional offices
+ Must be based in Washington, DC and be in the office a minimum of 3 days per week
Competencies:
+ Collaboration and Influencing: The successful candidate needs to be a team player to demonstrate team collaboration and coordination within Citi and the ability to build relationships with key internal stakeholders. Candidate needs to be able to interact and communicate effectively and comfortably with Citi senior executives, senior business leaders, clients and high-level government officials. A self-starter who can think strategically to help address problems and advance business objectives, and who understands the relevance of government action on business decisions.
+ Business Acumen and Results Orientation: The candidate needs to be self-motivated with the ability to manage a set of deadlines and deliverables with limited supervision. He/she should be able to demonstrate proven capacity to design and implement a government relations campaign, preferably involving financial institutions. Should have ability to multi-task and to work in a constantly changing corporate environment.
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:**
Communications and External Relations
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**Job Family:**
Government Affairs
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
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**Primary Location Full Time Salary Range:**
$170,000.00 - $300,000.00
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.
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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 10, 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.
DevOps engineer - New York Ave, Washington DC
Falls Church, VA job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Project description:
Deploy and integrate Jira SaaS in Atlassian Gov Cloud (AGC) with other systems in use at the Board
The DevOps Engineer (specifically Jira Platform Engineer) will serve as the technical owner of our Jira SaaS in government cloud, and is responsible for administering, configuring, and integrating the application within our enterprise technology ecosystem. This position plays a pivotal role in consolidating our collaborative planning tools-transitioning from Azure DevOps (on-prem) and GitLab (on-prem) to Jira-while enabling and scaling Agile practices across the organization. The ideal candidate is both technically proficient and strategically minded, with a strong understanding of Agile methodologies, DevSecOps workflows, and enterprise system integration.
Role and Responsibilities
Jira Administration & Engineering:
Administer, configure, and optimize Jira SaaS to meet enterprise project management and Agile delivery needs.
Design and maintain custom workflows, issue types, screens, fields, and automation rules aligned with organizational Agile frameworks and guidelines.
Manage user permissions, group roles, and security schemes to ensure governance and compliance.
Monitor Jira license utilization, user growth, and application usage to ensure efficient use of subscriptions.
Collaborate with procurement teams to support renewal, optimization, and budget decisions.
System Integration & Development:
Design, implement, and maintain seamless integrations between Jira with other enterprise systems, such as GitLab (source control & CI/CD), and ServiceNow (ITSM), using Okta,REST APIs, webhooks, middleware, and scripting.
Automate data synchronization across platforms to support traceability from planning to release.
Troubleshoot and optimize integration pipelines to ensure performance, security, and scalability.
Partner with infrastructure and cybersecurity teams to align integrations with enterprise security and compliance standards. Develop and maintain technical documentation, standards, and best practices. Agile Enablement
Partner with the Agile Transformation Office to translate Agile practices into effective Jira configurations and usage patterns. Provide technical guidance and mentoring to Scrum Masters, Product Owners, and teams on best-practice tool utilization. Support reporting and analytics initiatives, ensuring reliable Agile metrics (velocity, burndown, cycle time, etc.).
Support and enable teams transition from Azure DevOps Boards, Gitlab, Jira (hosted) to JIRA SaaS. Knowledge/Skill Requirements
Bachelor's degree in computer science, Information Systems, or a related field (or equivalent experience). 3+ years of hands-on experience administering and/or engineering Jira (Self-hosting or SaaS).
Proven, hands-on experience developing custom integrations with enterprise platforms, especially GitLab and ServiceNow. Proficiency in scripting (Python, PowerShell, or JavaScript) and REST API integration.
Strong understanding of Agile methodologies (Scrum, Kanban, SAFe) and DevSecOps principles.
Experience in enterprise migrations from Azure DevOps or similar tools to Jira.
Preferred Qualification
The Contractor shall deliver, but not limited to, the following:
Administering, configuring, and integrating the Jira SaaS for government cloud within our enterprise technology ecosystem. Consolidating our collaborative planning tools-transitioning from Azure DevOps (on prem) and GitLab (on-prem) to Jira SaaS for government.
Building robust, automated, and secure integrations between Jira SaaS for government and core enterprise systems (e.g. ServiceNow, GitLab), enabling end-to-end visibility across planning, development and operations Preferred
Familiarity with Atlassian ecosystem (Confluence, Bitbucket) and marketplace apps.
Experience working in a DevSecOps or Platform Engineering environment.
Auto-ApplyBranch Manager, Producing
Columbia, MD job
The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branchs results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager.
DUTIES and RESPONSIBILITIES:
Production-Related
Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships
Help manage client investment needs consistent with Firm policies and industry requirements
Keep current with information regarding regulatory requirements, financial markets and current and new products.
Product/Business Knowledge
Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner
Effectively applies product/business knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs
Sales/Marketing
Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
Drives corporate marketing initiatives to help increase market share in High Net Worth households.
Team Building
Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
Participates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach.
Responsible for growing their branch through hiring lateral recruiting and training.
Leadership
Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.
Leads their Branch's efforts of Sales, results, and client-centered approach experience.
Identifies key talent in the branch and positions and develops that talent.
Leverages the resources of the Firm to achieve the highest level of success.
Acts as a coach and mentor for Financial Advisors in order to help drive results.
Accountability
Responsible for the Branch's sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.
Responsible for executing the Annual Supervisory Plan.
Responsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager
Education and/or Experience
· Bachelor's degree required or equivalent education or experience
· At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
Licenses and Registrations
· Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
· Other licenses as required for role or by management
Skills
· Effective written and verbal communication skills
· Ability to think critically
· Ability to manage a team
· Strong attention to detail
· Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
· Ability to own projects at a Branch level
· Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to :
· Direct reporting to: Market Executive or Non-Producing Branch Manager
Direct reports :
· Resident Managers. Financial Advisors and Branch Support Staff
· This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis
All candidates should verify that they meet the minimum eligibility requirements prior to applying
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: $50,000 - $95,000 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 X 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).
Auto-ApplySME - Workday Application Developer- Towson, MD
Falls Church, VA job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Background
The Office of Information Technology (OIT) is seeking a Workday Application Developer to assist with the implementation and ongoing support of Workday HCM and Financial System.
Role and Responsibilities
Development and Configuration
Design, build, test, and deploy Workday integrations using EIB, Studio, Core Connectors, and Web Services (SOAP/REST APIs)
Configure and maintain Workday business processes, calculated fields, custom validations, and condition rules
Develop and maintain custom Workday reports (Advanced, Matrix, Composite, etc.)
Troubleshoot and resolve system, configuration, or integration issues
Support deployment activities and ensure seamless migration of Workday configurations
Integration Management
Create and maintain integrations between Workday and third-party systems (HR, Payroll, Benefits, Finance, etc.)
Monitor scheduled integrations, identify failures, and resolve data inconsistencies
Document integration design, architecture, configuration, and data flows
Optimize existing integrations for improved performance, stability, and reliability
Reporting and Analytics
Develop and maintain Workday reports and dashboards to support business, HR, Finance, and compliance needs
Collaborate with stakeholders to gather reporting requirements and translate them into Workday solutions
Automate report scheduling and distribution for end users
Ensure accuracy, security, and usability of Workday reporting assets
Support and Collaboration
Provide technical support to agency and end users across HR, Payroll, Finance, and IT
Maintain system documentation including design specifications, workflows, and configuration guides
Participate in change control, configuration reviews, and release management processes
Gather and document business requirements for enhancements, break/fix, and new change requests
Work collaboratively with cross-functional teams to align Workday functionality with business needs.
Minimum Qualification
Graduation from an accredited college or university with a bachelor's degree in Business or Computer Science
At least two years' experience in the administration or support of enterprise systems such as web services, Workday HCM, Payroll, Financials, and Reporting
Additional experience may be substituted on a year-for-year basis up to a maximum of four years for the required education
Preferred Qualification
Strong analytical and problem-solving skills
Outstanding business process fluency, with a strong ability to discuss processes at a level of detail sufficient to gain insight into the underlying business problem or opportunity
Ability to work in a team environment; establishing and maintaining strong professional relationships
Proven ability and success with HCM, Payroll, and Financial systems
Maintain the security and confidentiality of any proprietary or sensitive data in any medium
Demonstrated Workday experience
Demonstrated experience in Workday implementation or post-production environment as a primary technical resource
Workday certified training or commensurate experience
Auto-ApplyWealth Relationship Manager SAFE Act
Washington, DC job
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
**Responsibilities** :
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
+ Ensure that KYC/AML and other compliance norms are strictly adhered.
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
+ Appropriately assess risk when business decisions are made, demonstrating 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** :
+ 5-8 years of experience.
+ Strong analytical and financial skills.
+ Strong verbal and written communication skills.
+ Organized with strong attention to details.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
+ Basic understanding of investment and financial planning strategies preferred.
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
+ Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
+ Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
+ Insurance Group 1 required.
+ Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
+ 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 referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education** :
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
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**Primary Location Full Time Salary Range:**
$83,920.00 - $125,880.00
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:**
Oct 22, 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.
Personal Banker SAFE Act - Arlington branch
Arlington, VA job
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
+ Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
+ Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
+ Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
+ Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
+ Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
+ Understand and comply with Citibank policies, standards and procedures
+ 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
+ Previous banking, retail, or sales experience preferred
+ Knowledge of Smart Banking tools and technologies
+ NMLS registration; Safe Act compliant
+ 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:**
Consumer Sales
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**Job Family:**
Branch Sales
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**Time Type:**
Full time
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**Primary Location:**
Arlington Virginia United States
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**Primary Location Full Time Salary Range:**
$58,190.00 - $81,210.00
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:**
Nov 13, 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.
Cloud Systems Engineer - Washington, DC
Falls Church, VA job
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Background
The C&CA Systems team is seeking cloud professionals proficient in administering AWS GovCloud cloud service platform. Become part of a team responsible for building a cloud business platform within the Client borad. At least five years of demonstrated experience supporting cloud platforms. As a Senior Cloud Systems Engineer, we require 10 years of experience in the field of technology including application development, 5 of which focused on supporting cloud technologies.
Role and Responsibilities
Developing software according to software development lifecycles (SDLCs), including DevOps, Agile, Lean, or Iterative.
Designing, deploying, and migrating secure and maintainable systems for Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) environment.
Proficient in at least one high-level programming language such as Python, PowerShell, or Infrastructure as Code (AWS CloudFormation, AWS CDK, Terraform, etc.). Python
3.x data engineering with pandas, Databricks, or SPARK preferred.
DevOps, CI/CD pipelines and automation, containers, and related best practices for cloud
deployment. Experience with GitLab or Azure DevOps preferred.
Service offerings in Amazon Web Services (AWS) and government platform experience preferred.
Understanding of cloud-based architecture, web servers, caching, application servers, load balancers, and storage. Experience with AWS Load Balancer.
Familiarity with loose coupling, stateless systems, and best practices for designing cloud[1]ready applications.
Understanding of cloud federation technologies such as SAML, Okta, OAuth, and OpenID Connect and how to apply these technologies to enterprise and public-facing applications.
Understanding of cloud vendor cost structures and the ability to optimize solutions for cost effectiveness.
Experience transitioning legacy systems to cloud-ready architecture.
Understanding of RESTful Web Services, XML, or JSON. Experience with AWS API Gateway.
Awareness of cloud information security risks and best practices, especially in a highly secure operating environment.
Familiarity with government cloud deployments (FedRAMP, FISMA, high security environments, etc.)
Minimum Qualification
Bachelor's degree in engineering, Computer Science, Information Systems, or IT related discipline.
Minimum of 10 years' experience in Information Technology in an Enterprise environment.
Experience analysing cloud requirements, concept of operations documents, and high-level system architectures to develop cloud system specifications.
Design and create custom build cloud applications
Set up and configure DevSecOps for cloud environments
Partner with the cloud platform team and development team to build, manage, and enable the underlying cloud infrastructure and platforms in support of a business application development project.
Preferred Qualification
Experience with designing or implementing cloud architectures for analytics/data
processing/machine learning use-cases, such as data lakes, lake formations, etc.
Experience with containerization as a strategy for cloud-enabling legacy applications such as Docker and Kubernetes (AWS EKS, ECS, or Fargate preferred)
Familiarity with the Well Architected Framework.
Experience with defining platform requirements.
Experience integrating with enterprise observability platforms such as Splunk.
Experience with Data Quality testing tooling (e.g., Great Expectations, Glue Data Quality)
Auto-Apply