Lincoln Financial Group jobs in Los Angeles, CA - 199 jobs

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.

Job Description Executive Assistant Frederich Family Wealth A Private Wealth Advisory Practice of Ameriprise Financial Pasadena, CA | Full-Time Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness. This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support. Position Overview The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality. This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor's time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued. Key Responsibilities Executive & Administrative Support Manage inbound email and communications, prioritizing and escalating as appropriate Manage the Advisor's calendar, including client meetings, internal meetings, and travel coordination Proactively anticipate needs and independently manage administrative workflows Provide discreet personal administrative support as needed (e.g., personal email, scheduling, or errands) with strict confidentiality Operations & Workflow Management Maintain documentation, CRM data entry, and task tracking Oversee operational workflows, including task prioritization, project support, and client-service coordination Support meeting preparation, materials, and follow-up Client Service & Office Support Support phone coverage by answering and routing calls/messages Assist with client communications and administrative follow-up Provide general administrative support, including scheduling, email management, task assignments, and follow-up documentation Qualifications 5-7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services Previous experience with Ameriprise Financial is highly preferred Bachelor's degree preferred but not required Exceptional organizational skills and strong attention to detail High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred Strong analytical, problem-solving, and independent judgment skills Excellent written and verbal communication Pleasant, professional, and personable demeanor; team player Highest levels of discretion, integrity, and confidentiality Comfortable supporting both business and limited personal administrative tasks “Can-do” attitude: proactive, assertive, resilient, emotionally intelligent, and aligned with firm culture Compensation & Benefits Salary: $85,000-$100,000 annually, depending on experience (Exempt) Comprehensive benefits package, including: Paid Time Off (PTO) 10 Paid Holidays 401(k) with employer match (4% employer match when employee contributes 5%) Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents Initially full-time in-office, with potential for hybrid model after training Why Join Us Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact. Our Mission At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received. How to Apply Please submit the following for consideration: Resume Cover letter Equal Opportunity Employer Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.

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 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 Investment Operations - Private team at Oaktree Capital Management is a middle office team focused on private investments that seeks to serve as the central hub for the private investment lifecycle. The team maintains strong partnerships with internal and external stakeholders, and enhances operational efficiency through unified systems, standardized procedures, and clear escalation paths. For additional information please visit our website at *********************** Role Summary The Senior Associate will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong 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. Responsibilities 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 Assist in process improvements and automation as well as the development of longer-term systemic solutions Qualifications 4-5 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company 1+ 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 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 $145,000 - $165,000 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. 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.

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 *********************** Scope and responsibilities: The Associate will assist with private deal closing, including managing inbound KYC requests, deal-related counterparty KYC/AML, and deal-related document execution. The candidate will work closely with investment professionals, legal, compliance, accounting, operations, and tax 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 Manage deal-related counterparty KYC/AML process, including coordinating requests with outside counsel, reviewing supplied documents, organizing the data and ensuring compliance with internal procedures Manage inbound KYC requests with respect to Oaktree funds and accounts Coordinate the execution of definitive deal documentation and appropriate file closing sets Provide corporate finance legal support, including working with outside counsel, in-house lawyers, senior officers and investment professionals Provide support on other transactional matters, including assisting with preparation of materials for quarterly meetings and other special projects Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal closings, asset set up, investment monitoring and reporting accuracy Support document management for private credit deals Assist in process improvements and automation as well as the development of longer-term systemic solutions 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 cross-departmental initiatives to design and implement firm-wide procedures 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 Experience required: 3 years of relevant experience at a large law firm, preferably within a transactional practice in a paralegal-type role, and/or within the financial services or alternative asset management industry Exposure to KYC/AML regulations, investment funds, and corporate finance work, or any combination thereof, is a plus Exposure to private credit investment operations, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms and data points is a plus Exceptional writing, drafting and interpersonal communication skills are mandatory Candidate should be a self-starter with the ability to work independently with minimal supervision Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues Track record in planning and project management and in maintaining composure under pressure while meeting deadlines Solid analytical skills and ability to understand and resolve complex problems Proficient in Microsoft Office with strong working knowledge of Microsoft Excel 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 Base Salary Range $100,000 - $130,000 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.

Job Description Operations Manager / Director of Operations Spach & Associates in Calabasas, California About Us Spach & Associates is a leading financial advisory group dedicated to helping individuals and families achieve their financial goals through comprehensive planning, strategic investment management, and highly personalized service. We are committed to operational excellence, client satisfaction, and the professional growth of our team. Position Overview We are seeking a highly experienced and strategic Director of Operations & Client Service to drive operational efficiency, lead client service excellence, and oversee the professional development of our service teams. This pivotal leadership role bridges client relationship management with business operations, ensuring accuracy, scalability, and a seamless client experience aligned with our growth strategy. Key Responsibilities Client Service & Transition Management Oversee the seamless transition of select client relationships to team advisors, ensuring continuity of service. Develop and implement client segmentation strategies to match clients with the right service model. Lead the execution of client service models, operational workflows, and technology solutions to enhance efficiency and client satisfaction. Operational Leadership & Process Optimization Structure workflows and allocate resources to ensure thorough, accurate, and timely delivery of client solutions. Document, manage, and refine operational systems for efficiency, scalability, and compliance. Establish quality control measures and checks to maintain high standards of accuracy and data integrity. Lead weekly and monthly operational planning cycles for service providers. Performance Management & Team Development Set clear expectations, track progress, and provide regular feedback for team members. Facilitate operational forecasting and planning sessions to optimize resources and workflow. Conduct quarterly performance reviews, focusing on measurable outcomes and professional growth. Create career development paths and performance improvement strategies. Financial & Business Health Monitor KPIs related to client retention, service efficiency, compliance, and operational accuracy. Identify opportunities to improve operational profitability while maintaining service excellence. Key Performance Indicators (KPIs) Client Success: Retention rates, AUM and GDC growth, client satisfaction, successful transition completion. Operational Excellence: Process efficiency, reduced error rates, compliance audit results, timely planning execution. Team Performance: Employee engagement, retention, completion of development plans, performance review outcomes. Risk Management Oversee operational compliance to minimize risk and ensure adherence to industry regulations. Qualifications Bachelor's degree in business, finance, or related field. 5+ years of leadership experience managing service operations, preferably in financial services. Proven track record in optimizing operational processes and managing client service models. Exceptional organizational skills, attention to detail, and commitment to accuracy. Strong leadership, communication, and problem-solving abilities. Salary Exempt role $125,000 - $165,000 annually, commensurate with experience and qualifications. Benefits Option to participate in 401K with a 6% match - eligible after six months of service. Option to participate in group disability policy. How to Apply Interested candidates should submit their resume along with a cover letter detailing their qualifications, leadership experience, and interest in the role. Equal Opportunity Employer Spach & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

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: Whittier 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: Jan 20, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

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.

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: Inglewood California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $22.84 - $29.80 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 14, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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.

Frederich Family Wealth A Private Wealth Advisory Practice of Ameriprise Financial Pasadena, CA | Full-Time Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness. This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support. Position Overview The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality. This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor's time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued. Key Responsibilities Executive & Administrative Support Manage inbound email and communications, prioritizing and escalating as appropriate Manage the Advisor's calendar, including client meetings, internal meetings, and travel coordination Proactively anticipate needs and independently manage administrative workflows Provide discreet personal administrative support as needed (e.g., personal email, scheduling, or errands) with strict confidentiality Operations & Workflow Management Maintain documentation, CRM data entry, and task tracking Oversee operational workflows, including task prioritization, project support, and client-service coordination Support meeting preparation, materials, and follow-up Client Service & Office Support Support phone coverage by answering and routing calls/messages Assist with client communications and administrative follow-up Provide general administrative support, including scheduling, email management, task assignments, and follow-up documentation Qualifications 5-7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services Previous experience with Ameriprise Financial is highly preferred Bachelor's degree preferred but not required Exceptional organizational skills and strong attention to detail High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred Strong analytical, problem-solving, and independent judgment skills Excellent written and verbal communication Pleasant, professional, and personable demeanor; team player Highest levels of discretion, integrity, and confidentiality Comfortable supporting both business and limited personal administrative tasks “Can-do” attitude: proactive, assertive, resilient, emotionally intelligent, and aligned with firm culture Compensation & Benefits Salary: $85,000-$100,000 annually, depending on experience (Exempt) Comprehensive benefits package, including: Paid Time Off (PTO) 10 Paid Holidays 401(k) with employer match (4% employer match when employee contributes 5%) Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents Initially full-time in-office, with potential for hybrid model after training Why Join Us Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact. Our Mission At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received. How to Apply Please submit the following for consideration: Resume Cover letter Equal Opportunity Employer Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.

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 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 Investment Operations - Private team at Oaktree Capital Management is a middle office team focused on private investments that seeks to serve as the central hub for the private investment lifecycle. The team maintains strong partnerships with internal and external stakeholders, and enhances operational efficiency through unified systems, standardized procedures, and clear escalation paths. For additional information please visit our website at *********************** Role Summary The Senior Associate will be responsible for executing and supporting operational activities within the private credit deal lifecycle, and will have a strong 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. Responsibilities * 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 * Assist in process improvements and automation as well as the development of longer-term systemic solutions Qualifications * 4-5 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company * 1+ 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 * 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 $145,000 - $165,000 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 *********************** Scope and responsibilities: The Associate will assist with private deal closing, including managing inbound KYC requests, deal-related counterparty KYC/AML, and deal-related document execution. The candidate will work closely with investment professionals, legal, compliance, accounting, operations, and tax 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 * Manage deal-related counterparty KYC/AML process, including coordinating requests with outside counsel, reviewing supplied documents, organizing the data and ensuring compliance with internal procedures * Manage inbound KYC requests with respect to Oaktree funds and accounts * Coordinate the execution of definitive deal documentation and appropriate file closing sets * Provide corporate finance legal support, including working with outside counsel, in-house lawyers, senior officers and investment professionals * Provide support on other transactional matters, including assisting with preparation of materials for quarterly meetings and other special projects * Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner * Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal closings, asset set up, investment monitoring and reporting accuracy * Support document management for private credit deals * Assist in process improvements and automation as well as the development of longer-term systemic solutions * 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 cross-departmental initiatives to design and implement firm-wide procedures * 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 Experience required: * 3 years of relevant experience at a large law firm, preferably within a transactional practice in a paralegal-type role, and/or within the financial services or alternative asset management industry * Exposure to KYC/AML regulations, investment funds, and corporate finance work, or any combination thereof, is a plus * Exposure to private credit investment operations, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms and data points is a plus * Exceptional writing, drafting and interpersonal communication skills are mandatory * Candidate should be a self-starter with the ability to work independently with minimal supervision * Proven capability in analyzing complex data, evaluating information and drawing logical conclusions and demonstrated ability to identify key issues * Track record in planning and project management and in maintaining composure under pressure while meeting deadlines * Solid analytical skills and ability to understand and resolve complex problems * Proficient in Microsoft Office with strong working knowledge of Microsoft Excel * 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 Base Salary Range $100,000 - $130,000 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.

Operations Manager / Director of Operations Spach & Associates in Calabasas, California About Us Spach & Associates is a leading financial advisory group dedicated to helping individuals and families achieve their financial goals through comprehensive planning, strategic investment management, and highly personalized service. We are committed to operational excellence, client satisfaction, and the professional growth of our team. Position Overview We are seeking a highly experienced and strategic Director of Operations & Client Service to drive operational efficiency, lead client service excellence, and oversee the professional development of our service teams. This pivotal leadership role bridges client relationship management with business operations, ensuring accuracy, scalability, and a seamless client experience aligned with our growth strategy. Key Responsibilities Client Service & Transition Management Oversee the seamless transition of select client relationships to team advisors, ensuring continuity of service. Develop and implement client segmentation strategies to match clients with the right service model. Lead the execution of client service models, operational workflows, and technology solutions to enhance efficiency and client satisfaction. Operational Leadership & Process Optimization Structure workflows and allocate resources to ensure thorough, accurate, and timely delivery of client solutions. Document, manage, and refine operational systems for efficiency, scalability, and compliance. Establish quality control measures and checks to maintain high standards of accuracy and data integrity. Lead weekly and monthly operational planning cycles for service providers. Performance Management & Team Development Set clear expectations, track progress, and provide regular feedback for team members. Facilitate operational forecasting and planning sessions to optimize resources and workflow. Conduct quarterly performance reviews, focusing on measurable outcomes and professional growth. Create career development paths and performance improvement strategies. Financial & Business Health Monitor KPIs related to client retention, service efficiency, compliance, and operational accuracy. Identify opportunities to improve operational profitability while maintaining service excellence. Key Performance Indicators (KPIs) Client Success: Retention rates, AUM and GDC growth, client satisfaction, successful transition completion. Operational Excellence: Process efficiency, reduced error rates, compliance audit results, timely planning execution. Team Performance: Employee engagement, retention, completion of development plans, performance review outcomes. Risk Management Oversee operational compliance to minimize risk and ensure adherence to industry regulations. Qualifications Bachelor's degree in business, finance, or related field. 5+ years of leadership experience managing service operations, preferably in financial services. Proven track record in optimizing operational processes and managing client service models. Exceptional organizational skills, attention to detail, and commitment to accuracy. Strong leadership, communication, and problem-solving abilities. Salary Exempt role $120,000 - $150,000 annually, commensurate with experience and qualifications. Benefits Option to participate in 401K with a 6% match - eligible after six months of service. Option to participate in group disability policy. How to Apply Interested candidates should submit their resume along with a cover letter detailing their qualifications, leadership experience, and interest in the role. Equal Opportunity Employer Spach & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

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.

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.