MassMutual jobs in Pittsburgh, PA - 61 jobs

Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Assists Financial Advisor(s) / team in delivering against their business plan and client service model * Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance) * Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems * Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams * Remaining current on all policies, procedures and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

A Mgr, Product is a product leader who manages the product team responsible for one or more complex products. A player-coach role, the Mgr, Product brings together the individual skillsets of a product manager with those of a leader of people. They are responsible for the long-term strategy and vision for a set of products as well as for the performance and growth of the product practitioners on the product team(s) they oversee. This role requires strong domain expertise in payment processing and money movement. Mgr, Product is a critical leadership role for Thrivent's operating model product teams. They lead product discovery efforts and are accountable for improving the performance of their product over time by overseeing effective delivery of product improvements and successfully marketing and promoting their product with users. They partner effectively with, and provide clarity and inspiration to, other disciplines on their team (business, design, engineering, analytics, etc.) and lead collaboration efforts with stakeholders from other teams across Thrivent to align on priorities and develop effective solutions to user challenges to optimize the end user experience. A Mgr, Product typically will have deep experience as a product manager and aspire to manage both products and people. They play a key role across product stakeholders to actively engage, develop, coach and influence product team operations, practices, and talent. This role typically has direct supervision responsibilities for between 1 and 4 product owners. DUTIES & RESPONSIBILITIES: Responsible for the long-term product roadmap as part of a larger business strategy. Develops a compelling product strategy through analysis of personas, use cases, customer benefits, and solution value propositions. Consistently and iteratively ensures that business strategies are being executed through product roadmaps. Leads team collaboration to manage and prioritize product roadmap and releases across multiple products. Collaborates to resolve conflicts in a constructive manner when they arise. Accountable to ensure that product teams understand the business outcomes needed, and that business outcomes are tied to a broader business goal or objective. Identifies and tracks performance metrics both evergreen key performance indicators to monitor the overall health of the product and objectives to focus efforts on making specific, measurable improvements to experiences that drive positive outcomes. Facilitates conversations and coaching with product teams and relevant stakeholders to address gaps and necessary improvements to delivering specific improvements. Identifies and tracks Key Performance Metrics; accountable to ensure that KPIs are delivering the necessary business value. Ensures outcomes on the roadmap fit within capacity constraints and are prioritized and sequenced in order to maximize value to the customer. Engages with customers and users on a regular basis to uncover implicit and explicit needs and translate to product hypothesis which are tested and refined to deliver solutions. Collaborates across product teams to develop and roll out operational plans. Researches and identifies industry best practices and trends to increase effectiveness. Acquires, maintains and applies advanced knowledge of the business, its products and processes, and an academic understanding of Product Management. Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent work experience. 10+ years relevant business experience, including in product manager role, product owner role or similar. Understand fundamentals of iterative development, software development process and procedures. Expertise in the principles of Agile Product Management, stakeholder management, market and user research, technology management, and process design. High-level of organization and attention to detail. Passion and understanding of new technology and trends. Excellent communication, collaboration and influence skills among all organizational levels; strong facilitation and executive communications skills. Preferred: Certified Product Manager or similar certification. May have prior supervisory experience. Strong ability to effectively manage and resolve conflicting priorities. Experience in developing and delivering product strategy, articulated in terms of value and outcomes with relevant and compelling metrics and measurements. Expertise with foundational product management tools, techniques and principles across discovery, design, build, release, and measure cycle. Proven experience in leading and influencing cross-functional teams. Demonstrated experience with user interface design and best practices for usability. Experience working in large, complex organizational initiatives. Advanced skills in MS Office Suite with particular emphasis on Excel and Powerpoint. Adept at financial management to administer budgets across multiple products and ensure the product meets its requirements for return on investment. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $146,428.00 - $198,108.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Job DescriptionAre you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for. . . We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer. . . Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. 3 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life. . . New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades. . . We're proud of our financial strength. • A++ Superior (A. M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. • 5. 3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4. 5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1. 2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description Summary of the Position: The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans. Primary Functions of the Position: Ensure that the core loan system matches the executed legal documents, whether via input or review Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables Education and Experience Requirements: High School Diploma or equivalent; post-secondary degree preferred 2-4 years of experience, including previous bank operations or financial services experience Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus Essential Skills and Abilities: Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents Strong attention to detail Ability to communicate effectively in person, through email, and over the phone Proficiency in basic math skills and general knowledge of office software is required Ability to work in a fast-paced, high-intensity work environment Job may require additional hours of work during peak periods to meet service levels Education High School (HS) Work Experience General Experience - 7 to 12 months Certifications Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Service Learning & Development Senior Trainer Business Unit: Group Benefit Solutions Department: Service Learning & Development Job Title: Senior Trainer, Service Learning & Development Level: PF3 Location of role: 1) Pittsburgh, PA 2) Bethlehem, PA 3) Dallas, TX 4) New York, NY Role Overview: The Service Learning & Development Senior Trainer is responsible for designing, facilitating, and continuously improving performance-based learning programs that support organizational service excellence. This role focuses on new hire onboarding, skill development and strategic learning initiatives for service team members, ensuring alignment with business goals and compliance standards. Key Responsibilities: • Lead the development and delivery of role specific training programs for service teams, including onboarding, upskilling, and project learning needs. • Collaborate with legal, compliance, and operational teams to integrate regulatory updates and best practices into training content. • Maintain curriculum design, ensuring materials are current, engaging, and effective for both in-person and virtual environments. • Analyze audit outputs and performance trends to identify skill gaps; develop targeted learning solutions to address these gaps. • Serve as a subject matter expert (SME) for service processes, systems, and client experience standards. • Mentor and coach trainers and team members, fostering a culture of collaboration and continuous improvement. • Manage classroom and virtual training environments, monitoring learner engagement and performance. • Evaluate training effectiveness through existing feedback, assessments, and business impact metrics. • Partner with business leaders to assess training needs and align learning initiatives with strategic objectives. • Drive innovation in learning methods, leveraging technology and new approaches to enhance service delivery. Skills & Competencies • Advanced facilitation and presentation skills; able to lead role-specific training sessions independently. • Deep functional and technical knowledge of Group Benefit Service Operations, systems, and client experience management. • Strong mentoring and coaching abilities, with a track record of developing others. • Excellent communication and interpersonal skills, both verbal and written. • Ability to manage ambiguity, prioritize tasks, and drive accountability. • Action-oriented, nimble learner, and effective collaborator across all organizational levels. • Proficient in Microsoft Office, SharePoint, MSTeams, and other learning platforms. • Growth mindset in supporting AI within Service Operations. Minimum Qualifications • Bachelor's degree in education or related field preferred. • 5+ years of experience in training, coaching, curriculum development, or service operations. • Certification in training and development or facilitation (preferred). • Demonstrated success in designing and delivering impactful learning. • Experience with Knowledge Management development and governance. Preferred Qualifications • Experience in Group Benefits learning, employee development, and change management. • Proven ability to innovate and implement new learning strategies. • Strong analytical skills for evaluating training effectiveness and business impact. • Experience in Lean Six Sigma Continuous Improvement organization. Competencies • Manages Ambiguity • Communicates Effectively • Interpersonal Savvy • Nimble Learning • Ensures Accountability • Action Oriented • Collaborative Team Member Location of role: 1) Pittsburgh, PA 2) Bethlehem, PA 3) Dallas, TX 4) New York, NY Pay Transparency Salary range: $71,000-$101,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 93078 #GBS

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 1133 S Braddock Ave 2nd Floor, Entrance On Sanders St, Pittsburgh, PA This job posting is anticipated to remain open for 30 days, from 09-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $22.50 **Hiring Maximum:** $24.36 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job DescriptionAre you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your transition to a Field Manager role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, you will receive income that is commission-based. If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California, the salary range is $62,400-$150,000), plus you will be eligible for additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan. New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 586 recruiters at all levels in 2021 was $270,890. 6 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength • A++ Superior (A. M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer • Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work For • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity We're proud of the way we serve our clients• 5. 5 million lives protected (includes all owners of individual life insurance and annuity policies) • $4. 9 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. ) • $938 million lifetime annuity paid (includes all payouts on individual income annuity products) • Over $1. 1 trillion life insurance protection in force (includes term, whole, and universal life)

** The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings. **Essential Functions of the Position:** + Liaise with Bank Counsel to review complex loan documents + Participate actively in deal closing calls that include internal and external deal team members and counsel + Ensure documentation accurately reflect the conditions and structure set forth in the credit approval + Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained + Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing + Resolve post-closing loan requirements and clear exceptions. **Education and Experience Requirements:** + Post-secondary degree preferred + Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience + Commercial Real Estate experience **Essential Skills and Abilities:** + Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts + Job may require additional hours of work during peak periods to meet service levels + Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Software Engineering position at the Vice President level, which is part of the job family responsible for developing and maintaining software solutions that support business needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The team that you will be joining is a small, highly technical team that is part of the mainframe infrastructure team at Morgan Stanley. The team is defining new ways to integrate the mainframe into the larger eco system within Morgan Stanley, ensuring that the mainframe environment can seamlessly integrate with many of the processes and procedures in use globally. The team works with new innovative products and in many cases with beta versions of products, working closely with vendors to define requirements and roadmaps as well as building code, process and procedures to achieve the overall goals of the new DevOps for mainframe paradigm. The entire team comprises of highly skilled people with cross realm skillsets, where everyone is very hands-on, working on many green field projects in a highly collaborative environment, with the ability to work autonomously as well as across teams as needed. Working on new paradigms such as modern mainframe toolsets, DevOps pipelines, Git integration and various AI offerings. What you'll do in the role: Agreeing to responsibilities for deliverables in project plans Understanding requirements for the system components to be developed or updated Creating and/or understanding conceptual and detailed designs for the system components being developed or updated Coding additions or amendments to system components as directed by the project manager Unit testing of new or amended code Creating and executing test plans according to agreed project plans Participating in implementation of new or amended systems Escalation of issues as appropriate to the project manager Following working practices used within the team Providing Level 3 support - possibly after hours Specific duties include: Reviewing project documentation to understand deliverables Designing, coding and testing new or amended system functionality Creating system documentation as required Working with other team members to ensure the success of the project Providing status and progress updates to the project manager as required What you'll bring to the role: Bachelor's Degree in Engineering, Computer Science or equivalent experience. 8 years of Python Dev in Mainframe or distributed systems. Experience with JavaScript Understanding of mainframe operating systems (z/OS) Experience in a Linux OS environment is highly preferred Experience with either PostGRES or DB2 is highly preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Ohio: Expected base pay rates for the role will be between $110,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Colorado: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close January 15th, 2026. For Illinois Salary range for the position: $130,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings For Maryland: Salary range for the position: $135,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Massachusetts: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Minnesota: Salary range for the position: $120,000 and $170,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New Jersey: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For New York: Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Vermont: Expected base pay rates for the role will be between $130,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. For Washington: Salary range for the position: $150,000 and $210,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience • Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: • Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or ICD/team, assisting with research using firm-approved systems • At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Participating in quarterly/annual business performance reviews with the ICD/team • Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills • Knowledge of financial services industry and investment products • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Do you enjoy helping people? Do you thrive in a fast paced, customer focused environment? Then start your rewarding career as a part of our growing Customer Service team! As a Contact Center Customer Service Advocate, you will help and work with customers to improve their health, well-being and sense of security. As a Customer Service Advocate, you are offered extensive, paid hands on training, a supportive post-training environment to pave your success. New York Life Insurance Company encourages career development and offers continuing educational resources internally and externally to help you in your career advancement. Role Overview: In this pivotal role, the Customer Service Advocate receives inbound customer calls on general inquiries regarding Short Term and State Disability benefits, eligibility, coverage and payment status, as well as provide solutions for customers and clients via phone. Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer- based resources in a highly effective manner to educate and provide accurate responses to customer inquiries is crucial for success in the role, along with the innate ability to be compassionate and empathetic when appropriate when handling complex customer inquiries. What You'll Do: Customer Service Advocate respond to customer inquiries primarily regarding: • Eligibility associated with their disability • Understanding of claim status • Understanding of claim payments related to disability plans • Researching customer information and inputting data into designated system. • Assist customers with outbound calls to provider's office to obtain medical records for disability claim Customer Service Advocates are measured on: • Direct feedback from customer via post call surveys, which include: o The ability of the customer service advocate to resolve their inquiry o Their satisfaction with the overall experience while they spoke with the advocate o The level of effort that the customer experienced in resolving their inquiry o Internal quality assessments that measure how accurately and efficiently the customer service advocate responded to the inquiry Core Competencies of this role: • Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations. • Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know. • Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion. • Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach. • Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge. • Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures. What You'll Bring: • High School Diploma or equivalent required, Associates or Bachelor's degree preferred • Customer service experience preferred • Intermediate proficiency in Microsoft Office Suite; high level capacity to multitask independently and on a computer • Excellent written and oral communication skills • Ability to perform in a high volume, fast paced call center environment • Proven ability to work independently as well as a productive member of a team • Exceptional organizational and time-management focus #LI-AP1 #LI-HYBRID *Candidates must reside within 50 miles radius of our 116 15th Street, 7th Floor. Pittsburgh PA 15222 location to be cosidered* Pay Transparency Salary range: $40,000-$47,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 93098 #GBS

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description WORK HOURS: 4 PM - 1 AMSUMMARY: The ACH Operations Specialist manages the daily processing windows of ACH file processing. In addition, the ACH Operations Specialist manages all processing exceptions, batch and file suspensions, fraud monitoring, new employee training, ongoing client support, and troubleshooting. The ACH Operations Specialist also performs daily General Ledger reconciliation of Check, ACH, Wire, Debit Card, ICS, and other Miscellaneous accounts. The ACH Operations Specialist will maintain a solid understanding of ACH batch and file processing, ACH services and back-office processes, adequate understanding of the NACHA rules, General Ledger accounting. ESSENTIAL FUNCTIONS OF THE POSITION: Assists the ACH Operations team lead on daily tasks Assist in the training of new employees Manage ACH file processing windows and exception processing Manage transaction fraud monitoring and client communication Assist the ACH Team Lead on all Fraud related activity, as it relates to funds retrieval, documentation, and reporting Manage General Ledger balancing for Check, ACH, Wire, Debit Card, and ICS Responsible for covering late ACH window monitoring when required Work closely with BSA, Risk and Compliance, Management, Sales, Deposit Operations, Treasury Operations, and Wire Operations. EDUCATION AND EXPERIENCE REQUIREMENTS: High School diploma or equivalent; post-secondary education preferred A minimum of 4 years of experience, including 2 years bank operations experience in an ACH operations role. ESSENTIAL SKILLS AND ABILITIES: Demonstrated knowledge of all ACH products, systems, and related processes. Thorough understanding of transmission processing for ACH, and understanding file layouts Understanding of Fraud monitoring and Fraudulent activity on ACH transactions Understanding of General Ledger balancing principals Demonstrated ability to communicate effectively with clients, Management, staff, and support vendors. Job may require additional hours of work during peak periods to meet service levels. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Manage a team of operational risk specialists and analysts to develop, implement, communicate and measure the effectiveness of operational risk policies, procedures, and standards for a particular business unit or function. Work closely with line and operations staff; review and act upon risk information; incentivize risk management behaviors and network with other risk management professionals to create a strong risk management culture. Job Description Summary of the Position: The First LOD Risk Manager will report to the SVP Bank Operations and will have responsibility for ensuring effective operational controls and providing support and guidance to Operations groups including Private & Commercial Bank Lending Operations, Treasury Management Operations and Payment Operations teams (Wire, ACH, Deposits). This individual will support the team in identification of day-to-day business risks through regular review of documented processes and correlating controls, ensure the complete closure and remediation of Operational Incidents and Issues and develop and execute testing of key controls. The incumbent will be required to build and maintain strong partnerships with second and third line of defense to support audit, testing and RCSA implementation and ongoing reviews. The ideal candidate will have strong problem-solving skills and the ability to influence a broad group of stakeholders across the organization and a keen ability to ability to evaluate and enhance processes and internal controls. Primary Functions of the Position: Establish first line of defense monitoring and oversight Support of risk assessments and 3rd LOD control testing Promote culture of effective risk management and compliance within Operations by supporting development and monitoring of key risk indicator (KRI) metrics Design, implement and influence internal governance processes, controls and related key risk indicators (KRIs) Management of Operational incident tracking including identification of root cause, risk of reoccurrence and associated operational and financial impacts Oversight of Issue Management, including tracking, reporting, and remediation Assists the Head of Operations and front-line operational management in developing and implementing measurement processes for operational key risk and control indicators Provide monthly oversight and governance of Documentation exceptions and other process quality metrics Experience with assessment and analysis of technology control environments and process automation Oversight of procedure inventory including build out of annual review & attestation procedures Provide support for the team and responding to ad-hoc requests from other business partners Management of special projects Education and Experience Requirements: 5-10 years of management experience in Banking Operations or Risk Management Bachelor's degree required Essential Skills and Abilities: Ability to use tools, data, and best practices to identify, assess, and manage operational risk exposures Ability to work well under pressure, adapt to changing circumstances, make decisions quickly, and manage multiple priorities Strong understanding of a Banking Operations Environment including; Commercial Lending, Treasury Management and/or Payment Operations Education Bachelor's: Accounting, Bachelor's: Actuarial Science, Bachelor's: Applied Mathematics Work Experience General Experience - 10 to 15 years, Manager Experience - 6 to 10 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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.

Under limited direction with a high level of autonomy, the Director of Business Intelligence will partner with Raymond James Technology and Financial Crimes Management stakeholders to lead the transformation of the BI function within Financial Crimes Analytics (FCA). This is a player-coach role - combining technical leadership with direct execution - focused on modernizing our BI infrastructure, decommissioning legacy assets, and building a new suite of automated, scalable, insight-driven dashboards and workflows. Reporting to the Vice President of Financial Crimes Analytics, this individual will manage and mentor a team of onshore and offshore BI professionals, drive cloud migration initiatives, ensure data governance and quality, and present actionable insights to support Anti-Money Laundering (AML), Fraud, Know Your Customer (KYC), and regulatory decision-making. The role requires both strategic vision and hands-on development expertise **Essential Duties and** **Responsibilities** + Develop and execute a long-term Business Intelligence (BI) and enterprise data architecture strategy aligned with the organization's mission, vision, and business objectives, incorporating data warehousing, ETL processes, and cloud-native analytics platforms. + Lead modernization of reporting and analytics infrastructure, including migration from legacy dashboards and ETL workflows to cloud-based, real-time data streaming and visualization platforms. + Design and deliver automated, scalable dashboards, reports, and data pipelines using Tableau, Alteryx, and Amazon Web Services (AWS), leveraging technologies such as Redshift, and Glue for data orchestration. + Manage a distributed team of BI developers and data engineers (onshore and offshore), providing coaching, technical guidance on data modeling and pipeline optimization, and professional development. + Collaborate with cross-functional stakeholders to gather business and technical requirements, translating them into high-impact, data-driven insights using advanced analytics and machine learning models. + Establish and maintain data governance frameworks, development standards, metadata management, documentation, and performance monitoring for BI solutions + Assess and adapt to external developments, tools, and emerging trends in data analytics, artificial intelligence, and Financial Crimes detection, including anomaly detection and predictive modeling. + Lead the strategy and execution of enterprise-level reporting, including standardized templates, BI best practices, performance optimization, and integration with enterprise data lakes and data marts. + Serve as a hands-on contributor, developing complex SQL and Python queries, building interactive dashboards, and automating data preparation workflows using APIs and cloud-native tools. + Review code, ETL workflows, and data visualizations, providing technical guidance on data engineering best practices, coaching, and mentorship to BI and analytics staff. **Knowledge** **of** + Financial crime risks, including money laundering, sanctions evasion, and regulatory expectations (e.g., BSA/AML, OFAC, FATF). + Business Intelligence platforms and architecture, including Tableau, Alteryx and Qlik + Relational databases and query languages, including Oracle, SQL Server, and cloud-based databases such as Amazon Redshift and Athena. + Financial crimes programs and regulatory requirements related to AML and Fraud (preferred). + Data governance, metadata management, data pipeline, and quality assurance frameworks. + Agile project management methodologies and modern analytics lifecycle practices. + Organizational development, including strategy alignment, capability building, and change management. **Skill** **in** + Leading and mentoring high-performing, geographically distributed BI teams. + Designing and executing data-driven strategies and modernization initiatives. + Using SQL, Pandas, Alteryx, AWS and Tableau Prep for data blending, cleansing, and automation. + Building performance-optimized dashboards and reports using Tableau. + Communicating complex technical concepts to non-technical stakeholders and senior executives. + Creating and maintaining scalable analytics architectures across multiple data platforms. + Navigating organizational change and building buy-in across functional teams. **Ability** **to** + Balance strategic leadership with direct technical contribution in a fast-paced environment. + Clearly articulate the relationship between analytics strategy and the broader business mission. + Translate business needs into actionable data solutions that drive decisions and outcomes. + Identify capability gaps, prioritize development activities, and coach others to reach their full potential. + Lead cross-functional projects that span data platforms, tools, and organizational units. + Anticipate challenges and opportunities in evolving business and regulatory environments. + Inspire a culture of innovation, quality, accountability, and continuous improvement within the BI function. **Education/Previous** **Experience** + Bachelor's degree in Data Analytics, Computer Science, Information Systems, Business, Finance, or a related field required. + Master's degree or MBA preferred. + 10+ years of progressive experience in Business Intelligence roles. + 5+ years in a leadership role managing BI teams, including experience with offshore resources. + Proven experience with BI modernization initiatives and cloud migration. + Demonstrated success in a highly regulated environment such as financial services, with experience supporting Financial Crimes, AML, or Fraud functions strongly preferred. **Licenses/Certifications** + Tableau certifications are a plus but not required. + Alteryx certifications are a plus but not required. + Amazon Web Service (AWS) certifications are a plus but not required. + Certified Anti-Money Laundering Specialist (CAMS) or similar industry certification is a plus but not required. **Travel** **Required:** + Yes,10%ofthe Time

** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions of the** **Position:** + Underwrites requests for credit extensions to new and existing clients (new money business) + Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities + Prepares the following for presentation to Senior Loan Committee: + Credit Approval Request (CAR) + Modifications + Covenant Waivers/Amendments + Accurate and Timely Risk Rating + Assessment of Real Estate Sponsorship + Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur + In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties. + Ensures final loan documentation is consistent with credit approvals prior to closing. + Accompanies the relationship manager on prospect / client calls when appropriate **Education and Experience** **Requirements:** + Bachelor's Degree in Finance, Accounting, or related field + Minimum of 5 years of credit analysis and underwriting experience + Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred **Essential Skills and** **Abilities:** + Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types + Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction + Strong written and verbal communication skills + Strong presentation skills + Ability to work independently and within a team + Proficient in various spreadsheet and word processing applications, including the use of graphs and charts

Job Description New Business Operations Coordinator - MassMutual Pittsburgh (On-site) MassMutual Financial Group is a long-standing leader in financial services, helping clients protect and grow their wealth with confidence. Our Pittsburgh office is expanding, and we're looking for a New Business Operations Coordinator to support a high-performing team of financial advisors. If you're someone who thrives on accuracy, loves solving problems before they become problems , and wants to make a meaningful impact behind the scenes, this role will feel right at home. Key Responsibilities Review, validate, and process insurance and investment applications (life, disability, brokerage, advisory, retirement accounts, etc.) in line with firm and regulatory guidelines. Serve as the point of contact between financial advisors, underwriters, and custodians to resolve paperwork discrepancies, missing requirements, and compliance issues. Ensure timely and accurate submission of all documentation through the appropriate processing platforms. Track application status, monitor outstanding items, and follow up to create a seamless onboarding experience for clients. Maintain thorough records and logs for auditing, reporting, and regulatory needs. Identify workflow gaps and partner with leadership to refine and improve processes. Train new advisors on systems and procedures for submitting and processing new business. Qualifications Experience in financial services-especially new business or investment operations-is strongly preferred. Familiarity with insurance processing, brokerage, and advisory platforms is a plus. Exceptional attention to detail and comfort working within tight deadlines. Strong organizational, written, and verbal communication skills. High level of confidentiality; background check and fingerprinting required. Proficiency in Microsoft Office; experience with CRM and digital document workflow platforms preferred. Benefits & Compensation · Full medical, dental, and vision · 401(k) Savings Plan with employer match · Paid time off · Salary range: $50,000 - $60,000, based on education and experience If you're ready to take ownership of a role that lets you build, improve, and genuinely make a mark, we'd love to meet you.