Lincoln Financial Group jobs in Irvine, CA

Alternate Locations: Los Angeles, CA (California) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Los Angeles. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing * Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. * Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. * Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. * Maintains sales call data in appropriate systems and/or complete sales reports. * Meets or exceeds all department and/or sales goals/targets for their assigned territory. * Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. * Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we're looking for Must-Haves * 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities * FINRA Series SIE, 6, 63, L&H * Bachelor's degree or equivalent work experience * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda * Ability to adapt quickly in a changing work environment Application Deadline Applications for this position will be accepted through December 31, 2025, subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Los Angeles Job Segment: Outside Sales, Compliance, Social Media, Banking, Bank, Sales, Legal, Marketing, Finance

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. Include a high-level description of your department or sub-department or investment fund/strategy. For additional information please visit our website at *********************** Responsibilities Oaktree is seeking an experienced Analyst or Associate to work within the U.S. High Yield Bonds Group for a 2-year program. Our philosophy and approach to high yield bond investing has not changed since our Co-Chairman, Howard Marks, and Sheldon Stone, co-founding Principal and Portfolio Manager of our U.S. High Yield Bond strategy, began working together in the early 1980s. We employ a highly disciplined, credit-intensive research approach to construct a well-diversified portfolio of performing bonds of creditworthy North American corporations. All of our efforts are concentrated in gauging credit risk and avoiding problems. The Analyst or Associate will participate in all transaction functions and portfolio management activities including: * Preparing detailed financial modeling; * Performing quantitative and qualitative analysis; * Developing and maintaining business and industry due diligence; * Recommending suitable trades and monitoring positions. Qualifications * 1-3 years of experience as an analyst with a top investment bank within restructuring, leverage finance or related program. * Outstanding financial modeling and analytical skills. * Demonstrated competency in financial statement analysis, business valuation, accounting and finance. * Experience analyzing fixed income a plus, but not required Personal Attributes * Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents and backgrounds. Ability to elicit cooperation from and gain the confidence of a wide variety of participants including upper management, other departments and third-party service providers. * Communication; strong interpersonal and verbal/written communication skills. * Independence & Collaboration; proficient at working both independently and in a team-oriented, collaborative environment; able to drive work effectively with limited supervision (at times) with high attention-to-detail. * Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing demands; able to effectively prioritize, execute tasks, and thrive in a high-pressure, fast-paced environment. * Driving Results; drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through. * Intellectual Curiosity; must have strong problem solving skills; adept at conducting research; displays a technical aptitude. Education Bachelor's degree required. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. Base Salary Range Analyst: $110,000 Associate: $150,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For more information, visit: ********************** Scope and Responsibilities The Vice President will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a deep understanding of the processes, documentation, data management, and counterparty communication required to execute transactions and administer assets post-close. The candidate will work closely with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams. Key Responsibilities Include: * Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities; * Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy; * Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner; * Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal; * Assist in managing all banking, custodian and facility relationships across the credit platform; * Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties; * Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office; * Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process; * Participate in developing and documenting operational policies, procedures and controls; * Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders; * Support document management for private credit deals; * Analyze process issues and bottlenecks to make improvements; and * Assist in process improvements and automation as well as the development of longer-term systemic solutions, Qualifications * 8+ years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company; * 3+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances; * Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus; * Strong knowledge of general finance, process documentation and cross functional operations; * Solid analytical skills and ability to understand and resolve complex problems; * Proficient in Microsoft Office with strong working knowledge of Microsoft Excel; and * Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion. Personal Attributes * Outstanding organization skills with extremely high attention to detail; * Outstanding initiative and a strong work ethic; * Responsible with a strong sense of dedication; * Excellent interpersonal, verbal and written communication skills; * Works well under pressure and with time constraints; and * Possesses strong integrity and professionalism. Education * A Bachelor's degree relevant to position, a Master's degree a plus Base Salary Range $160,000 - $200,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Demonstrated sales and customer service experience Money handling experience Effective problem solving and communication skills Ability to work well in a team oriented environment Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Branch Service ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Tustin California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $20.00 - $23.73 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 18, 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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 1200 employees and offices in 24 cities worldwide. The strategy specializes in debt-driven opportunities across the Real Estate group's six areas of investment focus (commercial real estate, corporate real estate, structure finance, commercial NPLs, residential real estate and non-U.S. real estate), and pursues a wide range of investments, including CMBS, commercial and residential mortgages, mezzanine loans, and corporate debt. More information about our summer development program can be found here. For additional information please visit our website at *********************** Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. Responsibilities Oaktree is seeking a 2028 undergraduate to spend 10 weeks within the Real Estate Debt team. Summer Interns will have the opportunity to participate in a wide range of real estate transactions for Oaktree's Real Estate strategies. This summer program will be based in Oaktree's downtown Los Angeles headquarters. Typical investment opportunities include: New loan originations across all CRE product types; Acquisitions of legacy loans, CMBS and other forms of public and private debt; Restructurings; Recapitalizations. The Interns will participate in a formal modeling and valuation training curriculum in addition to real estate investing trainings. Throughout the summer, Interns will shadow Analyst and Associate team members in the group with primary responsibilities to include: Financial analysis and modeling; Market research; Competitive analysis; Development of investment committee memoranda; Assistance in the due diligence and execution of transactions; Drafting of memoranda for internal and external use. Qualifications Outstanding financial modeling, analytical and presentation skills; Competency in financial statement analysis, business valuation, accounting and finance; Prior internship in financial services strongly preferred. Personal Attributes Outstanding initiative and strong work ethic; Demonstrate non-linear thinking; Excellent written, verbal and interpersonal communication skills; Ability to prioritize and manage multiple competing tasks; Collaborative, team-oriented with strong sense of integrity and professionalism. Education Currently pursuing a Bachelor's degree from a top university or college. Summer Stipend $43/hour Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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.

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. Scope and responsibilities: The position Assistant Vice President is within the Business Transformation/Project Management team of the Finance Operations department. This person will own and deliver on process and technology improvement projects that are transformational to the CFO organization Typical responsibilities include: * Serve as a liaison and advisor to all business, IT and third party vendors on an ongoing basis; supporting strategic priorities and managing expectations * Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress * Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s) * This is inclusive of adjusting communication styles and presentations to the audience need(s) * Gather, document, analyze and draw conclusions regarding complex data and information; present findings to various audiences in a consumable presentation * Work closely with leadership to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines, OKRs, and tasks, including: * Create and own project plan, success metrics through OKRs, project charter and other artifacts * Plan and facilitate working sessions with business and IT stakeholders * Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team * Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action * Facilitate and drive working sessions with business stakeholders to capture business processes * Manage multiple viewpoints from business stakeholders across departments to build consensus and achieve positive outcomes to achieve the intended goal(s) * Serve as subject matter expert (SME) for the procedure, process, or technology within the scope of project responsibility * Continuously identify opportunities and make actionable recommendations to improves processes and standards of the Finance Operations team; employing best practices to ensure optimal value delivery * Serve as player-coach within the Finance Operations team Experience required: * 8+ years business analysis experience within the financial services or professional services /consulting industry; * Track record in project management, change management, advisory (management consulting), and/or process improvement; * Solid analytical skills and ability to understand and resolve complex problems; * Effective communication skills and ability to tailor communications to different audiences * Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment * Experience in working with large sets of data including data manipulation in logical data structures and reconciliations; * Expertise in Microsoft Excel, Word, PowerPoint, Confluence, Monday.com, and Visio Personal attributes: * Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers. * Communication; strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences. * Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns. * Work Ethic; focus on continual development, performance, accountability and self-motivation. * Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment. * Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; understand the importance of attention to detail, adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies. * Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through. * Judgment; makes recommendations and decisions that balance a variety of factors. Education: Bachelor's degree, preferably in Accounting. Base Salary Range $145,000 - $185,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 1200 employees and offices in 24 cities worldwide. For additional information please visit our website at *********************** More information about our summer development program can be found here. Applications will be open through December 12, 2025, and candidates can submit a maximum of three applications. Please note, we are currently unable to provide sponsorship for our summer internship positions. This includes STEM OTP, H1-B, and other employment-based immigration cases. Participation in our summer program does not guarantee future employment. The Role Oaktree is seeking a summer intern with a 2027 or 2028 expected graduation date to spend 10-weeks within our Risk, Reporting, and Analytics team. Responsibilities include: Participate in a 10-week internship program; Architect and formalize tools and code to analyze datasets using SQL, Python etc. to develop investment insights; Understand general departmental data extraction and modeling - planning and design; Understanding the menu of work that the Portfolio Analytics & Reporting sub-team is responsible for; Understand the data and technology architecture at Oaktree; Meet other interns and build relationships across the organization; Qualifications: Outstanding analytical skills; Strong technical/ programming skills, incl. intermediate/ advanced Python, SQL, and some familiarity with databases; Ideally majoring in engineering or a hard science; Statistical and modeling skills; Knowledge of big data methods, finance applications, etc.; Fluency in basic Python libraries, as well as more scientifically oriented ones; Familiarity with AI/ ML packages as applied to finance a plus; Familiarity with MS Fabric for developing data pipelines, dataflows, Lakehouse, and data warehouse solutions a plus; Some understanding of finance and economics; Familiarity with private financial markets highly desirable. Personal Attributes: Self-starter with a proven ability to take initiative; Responsible with a strong work ethic and sense of dedication; Excellent interpersonal, verbal and written communication skills; Works well under pressure and with time constraints; Outstanding organization skills with high attention-to-detail; Team-oriented with strong integrity and professionalism; and Must be able to handle highly confidential information and situations with professionalism and tact. Education Currently pursuing a Bachelor's degree with a high GPA from a university or college. Summer Stipend $36/hour Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Alternate Locations: Los Angeles, CA (California); Phoenix, AZ (Arizona); San Diego, CA (California); Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Requisition #: 75474 The Role at a Glance We are excited to bring on a Bilingual Retirement Consultant within Retirement Plan Services to join the West region in the greater Los Angeles, CA, area. We would also consider the right candidate in the following cities, San Diego, CA, Phoenix, AZ. In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to achieve the retirement they envision. What you'll be doing * Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics * Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business * Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition * Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders * You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal What we're looking for Must-haves: * 1 - 3+ Years' experience in Retirement Plans that aligns with the specific responsibilities * Lives in Los Angeles, San Diego, or Phoenix area with the ability to travel up to 50% regionally and nationally * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) * FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred) * Life & Health within 90 days of hire (pre-licensed preferred) * Passion for retirement readiness Nice-to-haves: * Experience in Group Benefits * College of Financial Planning or comparable certification(s) or designations * Prior system experience with: Excel, Salesforce, and Teams * Bilingual Spanish/English Application Deadline Applications for this position will be accepted through December 19th, 2025, subject to earlier closure due to applicant volume #LI-Remote What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $80,000 - $100,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Los Angeles Job Segment: Outside Sales, Marketing Consultant, Social Media, Bank, Banking, Sales, Marketing, Finance

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. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Colton California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $44,170.00 - $57,630.00 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:** $21.23 - $27.70 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,300 employees and offices in 26 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Diligence & Reporting team (D&R) is part of Oaktree's broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. For additional information please visit our website at *********************** Responsibilities The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm's client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely. You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team's database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth. Additional responsibilities include: * Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests; * Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests; * Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information; * Participating in quality assurance reviews for peer work products; * Ensuring the integrity of internally stored content databases; * Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and * Understanding of all or a majority of Oaktree's investment strategies and their relevant operating, performance and risk metrics. Experience Required * Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; * Experience responding to RFP and/or client related inquiries for firm and fund specific information; * Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills; * Exceptional writing skills: ability to craft thoughtful and compelling commentary; and * Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences. Personal Attributes * The successful candidate will have outstanding initiative and a strong work ethic; * Passion for improving systems and processes; * Ability to operate independently on short- and long-term goals; * The candidate must be highly collaborative with excellent interpersonal skills; * The ability to leverage firm wide resources in an effective and judicious manner; * Strong written and verbal communication skills; ability to contribute and edit content for RFP responses; * The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions; * They will be organized and able to manage multiple projects with differing priorities to meet deadlines; * The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and * Unwavering attention to detail. Education A Bachelor's degree is required. Base Salary $125,000 - $160,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information please visit our website at *********************** The AVP, Technical Project Manager in Technology Strategy & Operations is a key role that oversees and coordinates various Technology initiatives and projects across the organization. This position is designed for a seasoned professional who possesses a robust blend of technical acumen, project management expertise, and business analysis capabilities. The ideal candidate will have a proven track record of successfully driving complex, cross-functional projects from inception to completion, while consistently delivering value to stakeholders. You will work closely with senior management, business stakeholders, and technical teams to ensure that the project objectives, scope, budget, timeline, quality, and risks are clearly defined and managed. You will also communicate effectively with all project participants and report on the project status, issues, and outcomes. This role is a brand ambassador not only to technology at Oaktree but to the Technology Strategy & Operations team as we continue to grow and develop our brand. The Technology Strategy & Operations mission is to function as a visible center of excellence that promotes transformation, service excellence and disciplined execution supporting our digital transformation strategy, the success of our partners and the organization. We are an ambitious team with an entrepreneurial mindset. We seek to inspire, influence and collaborate within and across teams. Responsibilities As the AVP, Technical Project Manager, you will have the following responsibilities: * Project Leadership: Lead and manage multiple technical projects simultaneously, overseeing all phases from initiation through delivery and post-implementation review. Develop project plans, timelines, resource allocations, budgets, and risk management frameworks. * Business Analysis: Collaborate with stakeholders to gather, analyze, and document business requirements. Translate business needs into technical specifications and solutions that add measurable value. * Stakeholder Management: Build strong relationships with business and technology stakeholders at all levels. Act as the primary point of contact between business units and technical teams, ensuring clear and timely communication. * Strategy Execution: Align project objectives with organizational strategy and goals. Identify opportunities for process improvement and innovation, leveraging technology to drive business growth. * Risk and Issue Management: Proactively identify project risks and issues, developing mitigation strategies and contingency plans. Ensure transparent escalation and resolution of critical issues. * Resource Coordination: Coordinate and lead cross-functional project teams, including internal staff, external vendors, and consultants. Facilitate effective collaboration and ensure accountability for project deliverables. * Quality Assurance: Establish and enforce best practices in project management and business analysis. Monitor project progress and ensure deliverables meet quality standards and stakeholder expectations. * Change Management: Develop and implement change management strategies to ensure successful adoption of new processes, systems, and technologies. Prepare and deliver training, documentation, and support as needed. Qualifications The ideal candidate will have the following qualifications: * 5+ years of experience in Technology project management, and ideally supplemented with process improvement, technical business analysis, and/or product management. * A high degree of professionalism, integrity, and accountability, and the ability to manage multiple priorities and competing demands. * Self-starter with proven ability to manage delivery/execution of a wide range of tasks and initiatives. * Ability to identify problems and provide a path for solution or escalation * Proven experience developing partnerships with and successfully coordinating across various stakeholders * Strong listening and verbal/written communications with ability to tailor message to audience * Ability to work independently, proactively and possess a strong sense of accountability/ownership * Strong familiarity with SDLC processes (e.g., Waterfall) and Agile Methodology * Eagerness to learn the business and understand detailed technical requirements * Ability to use desktop tools to develop presentations for senior management. * Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint * Well versed in Jira and Confluence. * Project Management certification or successful completion of a recognized project management curriculum is preferred. * Reporting and Documentation: Provide regular project status reports to senior leadership and stakeholders, highlighting achievements, challenges, risks, and next steps. Maintain comprehensive project documentation throughout the project lifecycle. Knowledge, Skills & Abilities * Requires minimal supervision; models effective leadership skills; communicates effectively with other project team members. * Demonstrate decisiveness in resolving business problems, making decisions and identifying priorities. * Critical thinking and problem-solving skills. Strong knowledge of Project and Program Management practices, processes and tools. * Works creatively and analytically in a problem-solving environment demonstrating teamwork & innovation. * Strong knowledge of the IT landscape, including applications, infrastructure, security, data, and cloud technologies, and the ability to align them with business needs and objectives. * Listens intently to what other people are saying, taking time to understand the points being made, asking questions when appropriate, and allowing for professional courtesy in conversations. * A passion for learning, innovation, and continuous improvement, and the willingness to share knowledge and best practices with others. * Builds mutual trust and encourages respect and cooperation among team members. * Proven ability to demonstrate a drive for results and accountability of business needs. * Proven ability to work in an ambiguous environment and collaborate across multiple areas in order to achieve a common business objective. * Interpersonal skills to influence and spur change, facilitate and enhance performance within a cross - functional environment. * Detail oriented with excellent follow-through skills. * Ability to prioritize, plan, and organize work and deliverables. * Influential, focused, and versatile team player that is comfortable under pressure. * Takes steps to preserve the high confidentiality of strategic business data. Education * Bachelor's degree in computer science, information systems or related field. * Financial services experience preferred but not required. Base Salary Range $130,000-$150,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 25 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Product Strategy team is a part of Oaktree's Business Development organization with responsibility for coordinating the process by which Oaktree builds, markets, and services its investment strategies. Product specialists serve as representatives and subject matter experts for Oaktree's strategies and products, partnering closely with the capital formation and investment teams to drive growth and deepen client engagement. For more information, visit: ********************** Responsibilities This role will be aligned to Oaktree's liquid credit platform. This individual will support these strategies, at the direction and under supervision of our senior product specialists, to help support fundraising strategy and development/ongoing enhancement of marketing collateral. The candidate will be expected to develop internal subject matter expertise regarding our strategies' approach, areas of focus and portfolios. This position will also benefit from the resources of the broader product specialist team at Oaktree. Selected responsibilities include: Product Strategy * Contribute to the design, creation and management of product reporting and collateral for internal and external consumption, including performance/market commentary and other investor communications (e.g., presentations, factsheets, quarterly reports, insights pieces, talking points etc.) * Respond to or provide information on product- or strategy-specific inquiries and requests under the direction of Product Specialist professionals * Understand the strategy(ies) or product(s), market(s) and operational structure(s) to be able to draft responses to investor inquiries where appropriate * Coordinate with the appropriate internal resources when information is not readily available * Support technical product/investment-related investor requests and the completion of due diligence questionnaires in partnership with Oaktree's diligence and reporting team * Develop subject matter expertise for the relevant strategies, including: philosophy and approach, markets and areas of focus, sustainability integration, competitors, portfolio composition and performance, among others. * Assist with product-related investor calls and meetings, including new business development pitches, portfolio reviews, and small-scale events * Assume project management responsibilities related to new product launches or other initiatives * Ensure all communications are fully compliant with industry regulations and firm standards Product Development * Support the preparation of market research on current and prospective product offerings * Support the formation and oversight of separate accounts designed to achieve client needs and objectives * Develop internal materials or analysis to support new product ideas Qualifications * 1-3 years of relevant experience preferably within an institutional asset management, investment banking, consulting or product management role; prior client-facing experience is a plus * Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word), with the ability to create both client-facing and internal deliverables * Strong project management and teamwork skills, including the ability to manage multiple projects simultaneously and work collaboratively within a team environment Personal Attributes The successful candidate should: * Have the ability to quickly develop a deep understanding of the investment, legal, accounting, compliance, and aspects of Oaktree's product offerings * Exhibit outstanding attention to detail and exceptional organizational skills * Possess excellent interpersonal and communication skills (both verbal and written), with the ability to clearly and simply explain technical concepts * Be a self-starter who proactively originates ideas, identifies and captures opportunities, and drives initiatives forward with appropriate oversight * Thrive in a dynamic, high-rigor environment where responsibilities may shift daily * Be highly resourceful, exercising sound judgment in responding to investor requests by interpreting them accurately, asking thoughtful questions, seeking guidance, and escalating when necessary * Demonstrate poise, confidence, and professionalism to build relationships, gain support, and engage team members to ensure successful project execution * Be highly motivated to succeed and committed to supporting the success of teammates * Be a natural problem-solver who can independently identify and recommend improvements to drive productivity and efficiency * Demonstrate the ability to interact confidently with investment professionals, and senior leadership * Uphold the highest standards of integrity, professionalism, and dedication to excellence * Embrace diversity and uphold all core values of Oaktree Education Bachelor's degree (major in Finance, Business, Economics, or related field preferred). Base Salary Range Analyst: $100,000 - $120,000 Associate: $115,000 - $135,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. The salary range provided in this posting is based on a 40 hour work week. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Monterey Park California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $41,600.00 - $49,360.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $20.00 - $23.73 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 15, 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.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,300 employees and offices in 26 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. The Diligence & Reporting team (D&R) is part of Oaktree's broader Business Development organization. The D&R team aims to be a key component to raising capital and providing best-in-class service to the Oaktree's global clientele. Team members coordinate and craft responses to fundraising and client inquiries, working closely with other verticals within Business Development as well as other departments within the firm. For additional information please visit our website at *********************** Responsibilities The D&R team is responsible for managing the coordination and submission of Request for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs) for Oaktree clients and prospects globally. As a Proposal Writer/Due Diligence Project Manager, you will play an important role in the firm's client servicing and business development initiatives. The team collaborates with various departments across the organization to ensure that all responses are compelling, accurate and timely. You will work closely with subject matter experts to write and edit both standard and customized content, while also managing the integrity and quality of the content within the team's database. Team members thrive in both independent and collaborative settings, fostering a culture that encourages teamwork and professional growth. Additional responsibilities include: Interacting with functional areas across the company including but not limited to portfolio management, product specialists, marketing representatives, client services representatives, accounting, compliance, legal, sustainability, technology and operations in order to complete marketing requests; Selecting, drafting or working with other departments to write accurate and consistent responses to routine or nuanced client and prospective client requests; Managing and preparing due diligence packages, including standard due diligence questionnaires and auxiliary documentation such as board lists, client representative lists and regulatory and compliance information; Participating in quality assurance reviews for peer work products; Ensuring the integrity of internally stored content databases; Identifying and executing opportunities to build efficiencies through process and technological improvements around routine based data related tasks; and Understanding of all or a majority of Oaktree's investment strategies and their relevant operating, performance and risk metrics. Experience Required Approximately 3-5 years of RFP experience within a finance, marketing or legal role, preferably within the investment management industry; Experience responding to RFP and/or client related inquiries for firm and fund specific information; Proven ability to prioritize high volumes of work from a multitude of sources while maintaining the highest quality standards; exceptional organizational skills; Exceptional writing skills: ability to craft thoughtful and compelling commentary; and Articulate and creative communicator; ability to explain complex concepts to a wide range of audiences. Personal Attributes The successful candidate will have outstanding initiative and a strong work ethic; Passion for improving systems and processes; Ability to operate independently on short- and long-term goals; The candidate must be highly collaborative with excellent interpersonal skills; The ability to leverage firm wide resources in an effective and judicious manner; Strong written and verbal communication skills; ability to contribute and edit content for RFP responses; The candidate must be detail-oriented and a natural problem solver; have the resolve to independently research problems and offer solutions; They will be organized and able to manage multiple projects with differing priorities to meet deadlines; The candidate will be team-oriented and must possess strong integrity and professionalism and share Oaktree's common goal of excellence; and Unwavering attention to detail. Education A Bachelor's degree is required. Base Salary $125,000 - $160,000 In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education. Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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.