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Lincoln Financial Group jobs in Houston, TX - 97 jobs

  • Registered Client Service Associate

    Ameriprise 4.5company rating

    Houston, TX job

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group
    $40k-52k yearly est. Auto-Apply 31d ago
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  • NAM Corporate Credit Underwriter - Energy, Senior Vice President

    Citigroup 4.6company rating

    Houston, TX job

    The Underwriter - C14 is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. **Responsibilities:** + Assist bankers and Underwriters in underwriting requests for credit extensions for new and existing clients, and in the writing of annual reviews with focus on more complex and higher dollar exposure transactions. + Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information + Perform collateral analysis on accounts receivable, inventory, machinery and equipment and real estate in order to evaluate collateral performance and changes in trends, as well as to assess repayment capacity based secondary sources of repayment. + Prepare monthly and/or quarterly reviews of existing borrowers in order to track compliance with various loan covenants as outlined in the loan Agreement. + Build a solid understanding of Citibank products and services within Commercial Banking and the broader organization. + Coordinate with bankers on customer calls and site visits, when appropriate. + Perform industry and geographical research and other due diligence as needed. + Be familiar with Citibank credit policies and practices and regulatory policies, to assist unit in achieving compliance with the above and satisfactory ratings from internal and external auditors. + Provides training for less experienced credit officers and other credit center staff in application processing, credit analysis and loan closing roles. + Provide backup to the team manager in workflow distribution and monitoring as needed. + Recommend changes to process to achieve greater efficiency. + 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:** + 10+ years of experience in similar roles + Candidate must have previous experience working in a financial institution with additional experience in a loan officer or underwriting role. (credit trained a plus) + Advanced analytical skills including the ability to read and assess company financial statements, cash flow, industry and competitive analysis and projections + Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process + Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner + Effective written and verbal communication skills + Problem recognition and resolution skills + Ability to work autonomously and within a team + Proficient in various spreadsheet and word processing applications (Excel and Word are preferred), including the use of graphs and charts, and Moody's financial analysis software **Education:** + Bachelor's degree in Finance or Accounting. Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $144,480.00 - $216,720.00 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** Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 19, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $144.5k-216.7k yearly 3d ago
  • Underwriter, AIGRM

    American International Group 4.5company rating

    Houston, TX job

    AIG is seeking a motivated Underwriter to contribute to our AIG Risk Management (AIGRM) team. Make your mark in Underwriting AIG's strong brand in the market has allowed for excellent client retention and relationships, along with our desire for strong growth and thus the need for underwriting resources. We consistently provide clients with impeccable service, creative solutions with the use of technology, and a well-known established platform. Our underwriters constantly deliver in an ever-changing marketplace and world. Areas of focus will be around our core coverages, General Liability, Auto Liability, and Workers Compensation. In this role, you will be responsible for underwriting and servicing an existing renewal book along with assistance to other team members. This role includes constant interaction with our brokerage community, ensuring our renewals are being serviced properly and out soliciting new business opportunities. Underwriters gain experience in a wide variety of coverages, client industries and specializations. How you will create an impact * This role analyzes and evaluates risk and accepts, rejects, or modifies risk and coverage conditions within limits of delegated authority and in accordance with established underwriting guidelines to achieve underwriting profitability objectives. * Under limited direction, underwrites complex standard and non-standard products, new and renewals. Determines how pricing should be modified based on loss experience and is able to evaluate complex exposures. * The role will be responsible for underwriting the Workers' Compensation, General Liability and Auto Liability primary Casualty product lines. * Communicate risk appetite and AIGRM Value Proposition to brokers. * Evaluates risk and gives approval or declination for quotes. * Reviews new distribution opportunities, identifies new business relationships, manages pipeline of opportunities and collaborates with region to ensure new opportunities are explored and pursued. * Reviews the more difficult accounts and ensures that they are issued accurately and in a timely fashion. * Assists in the training and development of Associate Underwriters and Underwriting Analysts while providing mentorship. * Has the knowledge and ability to explain the rationale behind the underwriting decisions made on an account. * Generates new business and provides underwriting guidance and appropriate rates for alternate plans at time of renewal. * Makes independent sales calls to market and cross-market products. * Refers declined business to other AIG divisions, as appropriate. * Identifies cross-selling opportunities. * Travels to broker/client meetings to serve as the AIGRM product expert and to identify cross selling opportunities. * Perform special requests for clients, which may include task such as business plan changes, or analyzing new agreements. What you'll need to succeed * 1+ years of Commercial Insurance Company, Agency or Brokerage experience. * Bachelor's degree from a four-year college or university. * Proven ability to build and maintain strong professional relationships. * Working knowledge of US Casualty lines of business (Workers' Compensation, Auto Liability, and General Liability) including product features, forms, regulatory environments and risks etc. * Demonstrated sales, marketing, and relationship building experience. * Very strong verbal and written communication skills. * Highly motivated and results-oriented. * Ability to work in dynamic, rapidly changing environment, adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions. * Willingness to be flexible, learn on the job, and maintain a can-do attitude. * Comfort with analytical tools and technology. Compensation for this position includes base salary and eligibility for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits #LI-AIG At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: UW - Underwriting National Union Fire Insurance Company of Pittsburgh, Pa.
    $91k-121k yearly est. Auto-Apply 54d ago
  • Markets Legal Commodities Lead Counsel Vice President

    Citi 4.6company rating

    Houston, TX job

    The Lead Counsel is a senior level position responsible for accomplishing results through directing day-to-day legal activities as part of Citi's Markets Commodities Legal Team (“Commodities Legal Team”), a part of the Citi Markets Legal Function. The overall objective of this role is to provide legal support, advice, and guidance to Citi's Markets Global Commodities (“Commodities”) business and key internal stakeholders, in partnership with Legal colleagues globally. on the legal and regulatory risks associated with the full spectrum of commodities trading activity, including financial derivatives products, physical commodity financing, and trading activities across all traded commodities. This role requires a pragmatic, proactive attorney with thorough understanding of the Commodities business, combined with a solid conceptual / practical grounding in the laws and regulations for the geographies in which we operate. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. Responsibilities: Provide commercial legal support in connection with Citigroup's Commodities business in North America, including financial and physical energy (including crude and refined products, natural gas, natural gas liquids, and power), metals, and agricultural products. Advise on financial hedging, security structures as well as commodity monetization structures. Negotiate and draft structured financial documentation, master (including the ISDA, NAESB, EEI and LEAP), and bespoke commodity agreements. Provide legal counsel to the Commodities business, participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business. Partner with business/functional line management in recommending, developing and executing business initiatives within permissible statutory and regulatory frameworks. Collaborate across internal lines of business, control/support functions and/or external counsel to achieve coordinated and efficient outcomes on matters of common interest; coordinate closely with the Commodities Legal Team on a regional and global basis. Participates in Commodities business planning and development initiatives; contributes to business objectives by providing thought leadership using knowledge of industry, laws, and regulations Proactively identify, evaluate, and contribute to the appropriate management of legal, regulatory, and reputational risk by collaborating with Independent Compliance Risk Management & Risk, following relevant legal developments, and participating in internal projects, escalating as appropriate. Manage day-to-day legal activities as a subject matter expert in the commodities area of responsibility and provide advisory services to business partners. Monitor management of complex legal issues and transactions, escalating when necessary. 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 5 - 7+ years of relevant legal experience, including commodity industry and/or commodity-focused derivatives industry experience. Knowledge of trading documentation, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business. Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions. Effective communication and negotiation skills and ability to build and maintain trusted relationships. Excellent interpersonal, organizational and relationship management skills. Proven ability to apply sound judgement while managing assignments in a demanding, fast-paced environment. Bar license in good standing to practice law. Education: Juris Doctorate or equivalent law degree This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Legal ------------------------------------------------------ Job Family: Legal - Product ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $155,280.00 - $232,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $155.3k-232.9k yearly Auto-Apply 36d ago
  • Sap Ctrm

    Citi Resources 4.6company rating

    Houston, TX job

    Job Title SAP CTRM (Commodity Trading and Risk Management) Expert Our client in the Oil & Gas industry is seeking a highly skilled SAP CTRM (Commodity Trading and Risk Management) Expert to join their dynamic team. The ideal candidate will facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. The role requires a deep understanding of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Responsibilities Facilitate the implementation and support of SAP Commodity Management and Risk Management solutions. Interact with business owners and partners to analyze and define business requirements and processes. Implement, customize, test solutions, and develop customer-specific enhancements to meet business requirements. Work closely with business stakeholders to understand and analyze trading and risk management processes, and translate them into SAP solutions. Ensure seamless integration of SAP CTRM with other SAP modules (e.g., SAP SD, SAP MM) and external systems. Develop and customize SAP CTRM functionalities to meet specific business requirements. Identify, troubleshoot, and resolve issues related to SAP CTRM, ensuring minimal disruption to business operations. Prepare and maintain comprehensive documentation, including functional specifications, test cases, and user manuals. Provide training and support to end-users and internal teams on SAP CTRM functionalities and best practices. Stay updated with the latest SAP developments and industry trends to suggest improvements and enhancements to the existing system. Requirements Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field. 8-10 years of experience in SAP implementation and support projects. Experience with SAP CTRM implementation and support projects in the Oil & Gas industry. Proficiency in SAP CTRM configuration, customization, and integration with other SAP modules. Expertise in S4/HANA with a focus on SAP Commodity Management/Risk Management/Analytics. Knowledge of solution setup in S/4 HANA Commodity Risk/Commodity Management. Cross-module integration skills between CTRM, CMM SD & MM. Strong understanding of trading and risk management processes within the oil and gas sector. Process and solution knowledge for both financial and physical trading, including commodity hedging and effectiveness. Integration knowledge with market data providers for commodity price indexes, especially DCS-based. Understanding of end-of-day evaluations, mark-to-market, P&L, attribution, position reporting, and valuations. Knowledge of value-at-risk reporting and its integration with third-party systems. Experience in risk exposure modeling and integration with additional reporting attributes. Ability to handle CDS-based analytics design and communicate requirements to the technical team. Deep knowledge of SAP technical and functional capabilities, business processes, and industry best practices in Oil & Gas and Trading. Excellent analytical and problem-solving skills with the ability to troubleshoot and resolve complex issues. Strong communication and interpersonal skills to effectively collaborate with business stakeholders and technical teams. Excellent facilitation and communication skills. Experience in managing SAP CTRM projects, including planning, execution, and delivery. SAP CTRM certification is a plus.
    $107k-133k yearly est. 60d+ ago
  • Accelerated Path to Management Program at New York Life

    New York Life-Houston 4.5company rating

    Houston, TX job

    About Us New York Life has been helping individuals, families, and businesses secure their financial futures for over 175 years. As one of the largest mutual life insurance companies in the United States, we are committed to providing our clients with the highest level of service and support. At New York Life, we believe in the power of relationships and the importance of integrity and trust. We are dedicated to helping our clients achieve their long-term financial goals and protect the ones they love. Our Accelerated Path to Management program is designed to cultivate the next generation of leaders within our organization, providing them with the tools and resources they need to succeed in a competitive and dynamic industry. If you are ready to take the next step in your career and embark on a path to management with one of the most respected names in the insurance industry, then New York Life is the place for you. Join us and discover the endless possibilities that await you! Join Our Accelerated Path to Management Program at New York Life Are you a motivated and driven individual looking to fast-track your career in management? Do you have a passion for helping others succeed and want to make a difference in people's lives? If so, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you! As a participant in our program, you will have the unique opportunity to develop the skills and knowledge necessary to excel in a management role within our organization. Through a combination of hands-on training, mentorship, and professional development, you will be equipped to lead a team of dedicated professionals and drive business success. Throughout the program, you will have the chance to work closely with seasoned managers and executives who will provide guidance and insights into the world of management. You will learn how to strategize, plan, and execute initiatives that will propel your career forward and make a meaningful impact on our organization. Our program is designed to challenge and stretch you, pushing you to achieve your full potential and reach new heights in your career. With a focus on personal growth and professional development, you will emerge from the program as a confident and capable leader ready to take on the challenges of management. As a participant in our Accelerated Path to Management program, you will have the opportunity to: Gain hands-on experience in a variety of management roles Develop essential leadership and communication skills Build a strong network of contacts and mentors within the organization Receive ongoing support and guidance from experienced managers and executives Work on high-impact projects that directly contribute to the success of the organization If you are a goal-oriented individual with a passion for leadership and a drive to succeed, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you. Take the next step in your career and join us on the path to management!
    $63k-89k yearly est. 60d+ ago
  • Personal Banker SAFE Act, Pasadena (South Lake) Branch, Officer

    Citigroup Inc. 4.6company rating

    Pasadena, TX 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. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Pasadena California United States * ----------------------------------------------------- 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: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $58.2k-81.2k yearly 25d ago
  • North America Commodities Structurer

    Citigroup 4.6company rating

    Houston, TX job

    The North America Commodities Structurer is a strategic professional and a recognized subject matter expert responsible for originating and executing Commodities structured transactions, primarily focused on North American clients. This role involves regular interaction with sales, trading, and control teams, developing ideas, and expanding the boundaries of what is possible. Attention to detail is critical, especially in understanding complex legal documents. **Responsibilities** + Hold a key role in pricing, developing, and booking innovative physical and financial products for clients. Participate in pre-trade & post-sales efforts, working closely with sales. + Consider and manage the impact of structured transactions on Risk-Weighted Assets (RWA) and other capital metrics to ensure efficient use of bank capital. Understand XVA, CVA, DVA, and other related valuations, and manage and optimize these costs and valuations for transactions. + Structure and execute municipal gas and power prepay transactions, demonstrating a comprehensive understanding of the associated market dynamics, regulatory landscape, and financial implications. + Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure. Build a culture of responsible finance, good governance, supervision, expense discipline, and ethics. + Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; ensure all team members understand the need to do the same. Adhere to all policies and procedures as defined by the role, which will be communicated. **Required skillset:** + Knowledge of structured financing, derivatives, municipal prepays, and bank regulatory capital calculations + Knowledge of Commodities deal capture systems (OpenLink / Endur is beneficial) + Familiarity with Commodities products such as HRCOs, load following trades, and Revenue Puts + Experience in solution-type trades (e.g., Structured financing, non-recourse financing, repo to maturity, etc.) + Familiarity with fixed income markets, including public credit and private credit **Qualifications** + 10+ years of structuring experience from a financial institution + Demonstrated quantitative and analytical skills + Consistently demonstrates clear and concise written and verbal communication skills + Ability to work with multiple functional groups in a cohesive manner **Education** + Bachelor's/University degree, Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Institutional Trading ------------------------------------------------------ **Job Family:** Structuring ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $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. ------------------------------------------------------ **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 10, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $200k-300k yearly 60d+ ago
  • Sr Underwriting Assistant

    American International Group 4.5company rating

    Houston, TX job

    About the role As a Senior Underwriting Assistant, you will make a vital contribution within the Underwriting Support Unit of our product field operations by working with underwriters and CoE partners to develop and deliver tailored solutions whilst handling some of our complex accounts. Providing technical guidance to other junior support staff while working under moderate supervision will be important too. Key responsibilities * Partnering with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business. * Evaluating new and renewal submissions against prescribed criteria to determine completeness. * Identifying and resolving account alerts and blocks during the submission process to avoid account conflicts. * Performing data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. * Assist with training and oversight of less experienced support staff. Qualifications Eager to learn from experiences and new situations, you're great at navigating and switching between proprietary, vendor, web-based and standard computer systems, according to priorities. You're also great at identifying problems and coming up with appropriate solutions. A customer service mindset and ability to proactively engage with a variety of clients and promptly respond to phone calls and/or emails is important too, as is the ability to maintain accurate and updated files. You'll also need: * 3+ years of related insurance experience and/or training, or an equivalent relevant combination of education and experience. * The ability to work closely with underwriters and CoE partners to develop and deliver tailored solutions. * Proficiency in Microsoft Office Excel, Word, and Power point. * The attention to detail it takes to ensure accurate documentation. #LI-CY1 At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: UW - Underwriting AIG PC Global Services, Inc.
    $58k-82k yearly est. Auto-Apply 4d ago
  • Branch Manager, Ameriprise Financial Advisors - The Woodlands, TX

    Ameriprise Financial 4.5company rating

    The Woodlands, TX job

    The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
    $46k-63k yearly est. Auto-Apply 40d ago
  • Palantir Technical Lead

    Citi Resources 4.6company rating

    Houston, TX job

    Palantir Technical Lead Downtown Houston (Hybrid, 4 Days Onsite) Job brief Citi Resources is seeking an experienced Palantir Technical Lead for our client in the Waste Management industry. This role is based in downtown Houston, requiring four days onsite per week. The Palantir Technical Lead will serve as the technical authority for Palantir software implementations across the organization. This role involves leading the design, development, and deployment of Palantir solutions, ensuring they meet business requirements while leveraging the platform's full potential. The Technical Lead will collaborate with cross-functional teams to drive technical strategy, oversee complex integrations, and mentor junior staff. Responsibilities: 1. Technical Strategy and Solution Design Develop and implement technical strategies for Palantir Foundry that align with business objectives and IT standards. Lead the design and architecture of Palantir solutions, ensuring scalability, security, and data integrity. Collaborate with stakeholders to define technical requirements and ensure solutions meet business needs. 2. Technical Leadership and Mentorship Provide technical guidance and mentorship to junior engineers and analysts working on Palantir projects. Conduct code reviews and ensure adherence to best practices in data modeling, integration, and analytics. 3. Integration and Deployment Oversee the integration of Palantir with existing systems and data sources, ensuring seamless data flows and minimal downtime. Manage the deployment of Palantir solutions across different environments. 4. Problem Solving and Support Troubleshoot complex technical issues with Palantir implementations, collaborating with Palantir support teams and internal IT for resolution. Develop and implement performance optimization strategies to improve data processing efficiency and user experience. Ensure compliance with security standards and data governance policies. Required Qualifications: 1. Technical Expertise: Advanced proficiency in Palantir Foundry, including data modeling, data integration, and data analytics. Strong programming skills in languages like Python, SQL, and experience with data visualization tools. Familiarity with cloud platforms (AWS, Azure) and CI/CD pipelines. 2. Leadership and Communication: Proven ability to lead technical teams and mentor junior engineers. Excellent communication skills to explain complex technical concepts to both technical and non-technical stakeholders. 3. Analytical Skills: Ability to analyze complex technical problems and develop effective solutions. Expertise in data quality assessment and performance optimization. Preferred Qualifications: Palantir Certified
    $109k-139k yearly est. 60d+ ago
  • Corporate Banking Sr Analyst - Oil & Gas - HOUSTON

    Citigroup 4.6company rating

    Houston, TX job

    The Corporate Banking Senior Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Corporate Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Participate in client transactions, projects or assignments as the junior member of a professional team + Partner with senior Corporate Banking Officers and professionals + Organize and analyze sophisticated financial data used in client proposals and strategic plans + Prepare written recommendations and create statistical exhibits + Conduct economic/financial research + Provide evaluations of a company's financial performance compared to overall industry and market trends or data **Qualifications:** + 2-5 years of relevant experience + Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the + Corporate Banking business, its related products and pertinent regulations affecting it + Consistently demonstrate clear and concise written and verbal communication + Demonstrated planning and organizational skills **Education:** + Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Corporate Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $110,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Mar 03, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $110k-135k yearly 57d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    The Woodlands, TX job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 9d ago
  • Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage 4.7company rating

    Houston, TX job

    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career. We work with retirees to strategically improve the sustainability of their retirement income. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business Industry leading training from the nation's top sales leaders Brand recognition of a Fortune 300 organization founded in 1909 World-class sales, marketing, and operations support Revolutionary sales process for working with both consumers and professionals We encourage successful traditional mortgage loan originators to apply. Houston, TX. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program
    $44k-77k yearly est. Auto-Apply 7d ago
  • Part Time Universal Banker (20 Hours) - Pasadena-Hastings Branch

    Citigroup Inc. 4.6company rating

    Pasadena, TX job

    The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Assist in basic account opening for existing customer * Provide service delivery to internal/external customers to resolve account service issues * Execute financial transactions in accordance with bank policies and procedures * Refer opportunities to segment partners where appropriate * Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively * Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. * Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 1-3 years of relevant experience * Previous Retail Banking or similar experience required * Consistently demonstrates clear and concise written and verbal communication skills Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Part time * ----------------------------------------------------- Primary Location: Pasadena California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $22.84 - $29.80 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $47.5k-62k yearly 25d ago
  • Banking - Investment Banking, Summer Analyst, Houston - US, 2027

    Citigroup 4.6company rating

    Houston, TX job

    **You're the brains behind our work...** You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for Summer Analysts to join the Houston Investment Banking team. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **We provide you with the knowledge and skills you need to succeed...** We're committed to teaching you the ropes. The 10-week Summer Analyst Program starts in June and begins with a 1.5 week in-depth training program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the Program. Top performing Summer Analysts often return to Citi after graduation to work as Full Time Analysts. **Your time here will look something like this...** * Collect and analyze company information to assist transactions; including conducting industry research, revising, and organizing financial data * Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses * Create and finalize new business development presentations * Coordinate tasks with internal and external working teams * Prepare required internal documentation e.g. control and compliance regulations. **We want to hear from you if...** * You are graduating between December 2027 and June 2028 and have a preferred GPA of 3.5 or above. **Who we think will be a great fit...** * A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow. We are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: * Commitment to personal growth and career development * A strong desire to learn and succeed in team environments * Knowledge of the global or domestic business landscape is a plus, but not required * Strong communication, planning, and organizational skills * Passion for client service and a dedication to deliver the best results on every project * Desire to develop a deep understanding of the financial industry * Unquestioned commitment to integrity and ethical decision-making. ------------------------------------------------------ **Job Family Group:** Management Development Programs ------------------------------------------------------ **Job Family:** Undergraduate ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $100,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 22, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $100k-135k yearly 30d ago
  • Citi Commodities Technology - Openlink Developer - Assistant Vice President

    Citi 4.6company rating

    Houston, TX job

    The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. General Responsibilities: Partner with multiple management teams to ensure appropriate integration of functions to meet goals as well as identify and define necessary system enhancements to deploy new products and process improvements Resolve variety of high impact problems/projects through in-depth evaluation of complex business processes, system processes, and industry standards Provide expertise in area and advanced knowledge of applications programming and ensure application design adheres to the overall architecture blueprint Utilize advanced knowledge of system flow and develop standards for coding, testing, debugging, and implementation Develop comprehensive knowledge of how areas of business, such as architecture and infrastructure, integrate to accomplish business goals Provide in-depth analysis with interpretive thinking to define issues and develop innovative solutions Serve as advisor or coach to mid-level developers and analysts, allocating work as necessary 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. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Key responsibilities include: Applicant will work closely with existing development team to enhance the current Openlink platform including integrating with the Global Commodities application stack The successful applicant must demonstrate drive and initiative, be goal-oriented, dedicated and self-sufficient. He/she should be able to work well under pressure, adapt quickly to changing priorities and maintain focus on key tasks during busy periods. Responsible for designing and developing a technology stack, leveraging on a combination of existing platforms and building new strategic platforms, and migrate existing business functions from legacy systems. Close interaction with Traders and Quants to understand new requirements for applications across the platform, specifically focused on trade modelling and lifecycle. Increase productivity of the technology teams' build and delivery cycles, and design system solutions to maximize operational efficiency of the business processes/workflows. Engage senior business heads, providing frequent & timely updates and managing expectations. Design systems which are scalable in size, and can be rapidly deployed across multiple centers and generic enough to cater to multiple use cases. Qualifications Minimum of 3 years ETRM experience. Strong technical background in AVS, JVS, OpenComponents (Java/C#) Strong grasp of different SDLC methodologies Experience in Commodities Regulatory/Compliance Reporting is a big plus Experience in commodities products implementation across multiple product classes such as Oil, Metals, Gas and Power etc. Strong technical background in Java, JVS, AVS, OC, SQL Grasp of Software Development Lifecycle methodologies Excellent oral and written communication skill Strong analytic and problem solving skills Delivery focused Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Development ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $107,120.00 - $160,680.00 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: Jan 20, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $107.1k-160.7k yearly Auto-Apply 25d ago
  • Accelerated Path to Management Program at New York Life

    New York Life-Houston 4.5company rating

    Houston, TX job

    Job Description About Us New York Life has been helping individuals, families, and businesses secure their financial futures for over 175 years. As one of the largest mutual life insurance companies in the United States, we are committed to providing our clients with the highest level of service and support. At New York Life, we believe in the power of relationships and the importance of integrity and trust. We are dedicated to helping our clients achieve their long-term financial goals and protect the ones they love. Our Accelerated Path to Management program is designed to cultivate the next generation of leaders within our organization, providing them with the tools and resources they need to succeed in a competitive and dynamic industry. If you are ready to take the next step in your career and embark on a path to management with one of the most respected names in the insurance industry, then New York Life is the place for you. Join us and discover the endless possibilities that await you! Join Our Accelerated Path to Management Program at New York Life Are you a motivated and driven individual looking to fast-track your career in management? Do you have a passion for helping others succeed and want to make a difference in people's lives? If so, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you! As a participant in our program, you will have the unique opportunity to develop the skills and knowledge necessary to excel in a management role within our organization. Through a combination of hands-on training, mentorship, and professional development, you will be equipped to lead a team of dedicated professionals and drive business success. Throughout the program, you will have the chance to work closely with seasoned managers and executives who will provide guidance and insights into the world of management. You will learn how to strategize, plan, and execute initiatives that will propel your career forward and make a meaningful impact on our organization. Our program is designed to challenge and stretch you, pushing you to achieve your full potential and reach new heights in your career. With a focus on personal growth and professional development, you will emerge from the program as a confident and capable leader ready to take on the challenges of management. As a participant in our Accelerated Path to Management program, you will have the opportunity to: Gain hands-on experience in a variety of management roles Develop essential leadership and communication skills Build a strong network of contacts and mentors within the organization Receive ongoing support and guidance from experienced managers and executives Work on high-impact projects that directly contribute to the success of the organization If you are a goal-oriented individual with a passion for leadership and a drive to succeed, then our Accelerated Path to Management program at New York Life in Grand Forks, ND is the perfect opportunity for you. Take the next step in your career and join us on the path to management! #hc180958
    $63k-89k yearly est. 23d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Houston, TX job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 9d ago
  • Registered Client Service Associate

    Ameriprise Financial 4.5company rating

    Houston, TX job

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group
    $40k-52k yearly est. Auto-Apply 31d ago

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