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MassMutual jobs in Worcester, MA

- 301 jobs
  • Structured Credit Associate

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group job in Boston, MA

    Fixed Income Portfolio Management Team Full-Time Boston, MA The Opportunity The Structured Credit Associate will be responsible for the evaluation, structuring, diligence, and on-going monitoring of structured credit investments for MassMutual's General Investment Account (GIA). The associate will also help manage relationships with MassMutual's public and private asset-backed managers and will work closely with internal Portfolio Managers and the Head of Fixed Income Portfolio Management. This role will have direct responsibility for the secondary coverage of assigned sectors of the GIA. The structured credit portfolio consists of a portfolio of diverse assets, structures, and managers; the assets are often complex, bespoke, and under negotiated terms. The role will report to the Head of Asset-Backed Finance. The Team The Fixed Income Portfolio Management (FIPM) team has responsibility for asset allocation, fundamental credit underwriting and monitoring, ESG investment strategy, and macroeconomic research. A small and highly collaborative team, FIPM works with other teams in Investment Management to manage the product segment portfolios and the approximately $250 billion GIA. The team pairs fundamental investment analysis and asset allocation skills with quantitative and asset/liability management expertise. This high-profile group works across all of Investment Management as well as with our other internal stakeholders including product, actuarial, treasury, accounting, risk, legal, and compliance, among others. The Impact: The associate will support the continued growth of the structured credit portfolio and the GIA more broadly with the structuring, underwriting, monitoring, and closing of asset-backed transactions and Investment Management Agreements. This work will assist the investment management department's goal of providing MassMutual policy holders' financial security. * Act as a thought leader for designated areas of concentration. * Execute fundamental credit analysis of individual holdings within various structured asset classes and recommendations of action where necessary. Recommendations are used by Portfolio Managers, the Head of Asset Allocation, and the Head of FIPM to drive and influence investment decisions for the GIA, and to ensure investment recommendations are aligned to our investment philosophy/fit our long-term strategy (i.e. patient, long-only investment style that strives to manage risks and take advantage of opportunities). * Research, underwrite, analyze, and monitor multiple fixed income asset classes including bringing names and/or strategies through Investment Committee(s). * Conduct in-depth macro research into various investment-related topics to support the evaluation of potential investment opportunities as well as the surveillance of current GIA holdings. The insights generated from this research are intended to be additive to performance, relative to benchmark and pricing assumptions. Deep, thorough, and original structured credit research results in actionable, real-time investment decisions across assigned sectors. * Work with owned and/or outside asset managers to review their respective GIA fixed income portfolios, strategy, and performance to provide recommendations to the senior leadership of FIPM. * Contribute to MassMutual Investment Management's collaborative investment process by sharing views with Investment Management leadership (PMs and Analysts), providing critical input to the team related to their analysis and associated buy/sell recommendations. The Minimum Qualifications * Bachelor's Degree in Finance, Economics or related field * 3+ years of relevant experience structuring and underwriting complex structured credit investments in an Investment Banking role, a Junior Portfolio Management role for an asset manager, or similar. * 3 + years of experience modeling complex investments across Asset-Backed Securities markets. The Ideal Qualifications * Advanced degree in Finance, MBA or CFA designation preferred. * Experience working with transaction counsel and analyzing complex structures. * A systematic and deep thought process with the ability to understand and articulate portfolio implications of individual ideas. * Comfort with basic concepts in structured finance, such as structural leverage, LTV & attachment and detachment points, triggers, covenants, collateral types, speeds, default curves, average life, structure types and performance metrics. * Ability to underwrite, structure and act as diligence-lead on private ABS transactions. * A high degree of intellect, curiosity, drive for continued improvement, and a passion for investing. * Attention to detail, strength of conviction, ability to think independently, and generate original ideas and opinions. * A desire to work in a collegial team-oriented environment and openness to discussing, sharing, and debating original investment ideas with a collaborative style. * An effective communication style that has been applied in presenting to clients, senior leadership, and broader audiences; strong communication skills (both written and oral) that result in succinct and defensible recommendations. * A flexible, open-minded style and an interest in gaining perspectives from various sources and people. Highest standards of personal honesty and integrity. * Knowledge and experience with Liability Driven Investment (LDI) and/or insurance solutions preferred. * Proficiency In Microsoft Office with strong Excel modeling skills; ability to work with complex datasets. * Proficiency in Bloomberg terminal. * Understanding of cash flow modeling and exposure to Intex (or like) modeling. What to Expect as Part of MassMutual and the Team * Regular meetings with the Fixed Income Portfolio Management team. * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI- FT1 Salary Range: $113,100-$148,400 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $113.1k-148.4k yearly Auto-Apply 22d ago
  • Head of Strategic Expense Initiatives & Capabilities

    Massachusetts Mutual Life Insurance Company 4.3company rating

    Massachusetts Mutual Life Insurance Company job in Boston, MA

    Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies - including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands-on execution of deliverables. Ensure proper attribution of results with fact-based analysis guiding insights and decision support. The Impact The position is expected to: Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking) Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts - ongoing reporting & validation Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.) Establish unit cost transparency on ‘run the business' spend - prioritizing technology and operations areas and ongoing reporting Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration. Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast (validate growth and savings vs. avoidance) Pioneer innovation capabilities: Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.) Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s) Stand-up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations) Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives and Board of Directors Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's or Bachelor's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming client projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference. Prior management consulting experience is also a preference. #LI-LC1 Salary Range: $167,800-$220,200 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $167.8k-220.2k yearly Auto-Apply 49d ago
  • Executive Receptionist, based on site at our Boston Office

    Ameriprise Financial 4.5company rating

    Boston, MA job

    As our current Executive Receptionist transitions into a new role within the firm, we are seeking a replacement. This role provides executive receptionist support for our Boston office location. You will attend to visitors and manage inquiries on the phone and in-person along with assisting and backing up the Office Concierge as the primary liaison to the Boston office for firm-wide issues and initiatives. In this role you will supply information regarding the organization to the general public, clients and customers. Key Responsibilities * Reception: Greet visitors and provide directions for various businesses/floors. Take coats, offer refreshments, notify appropriate contacts. * Security/vendor/mail deliveries: Assist with tasks necessary regarding the Ameriprise Security team, building security and occasional outside visitor personal security teams. Compile, track and distribute a weekly in/out attendance list and travel schedules. Maintain visitor and temporary access card process for building. Handle parking administration for executives and visitors. Assist and back up the Office Concierge with vendor deliveries such as mail, catering, florists, movers, deliveries, etc. * Phone: Answer main switchboard number for local corporate site. * Other executive support: Provide executive support to visiting senior executives. Perform basic clerical duties and provide back-up support for local senior leaders. Perform other general administrative duties as assigned/needed. * Manage expense reports using Concur for the CEO, Global Asset Management. Required Qualifications * 1-3 years of relevant experience. * Knowledge of administrative and clerical procedures. * Strong interpersonal and communication skills. * Customer service orientation and ability to operate effectively in stressful situations. * Strong organizational and planning skills and ability to manage multiple priorities in a fast-paced environment. * Exceptional attention to detail. * Takes initiative when warranted. * Positive and energetic attitude. * Working knowledge of Microsoft Suite of software - Outlook, Word, PowerPoint, Excel. Preferred Qualifications * SharePoint experience is helpful but not required. This role is based on site at our Boston office at Atlantic Wharf, 290 Congress Street. 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 of 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. Base Pay Salary The estimated base salary for this role is $57,000 - $67,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AMINV US Asset Management
    $57k-67k yearly Auto-Apply 21d ago
  • Sales & Marketing Technology Leader-Salesforce

    Ameriprise Financial 4.5company rating

    Boston, MA job

    At Columbia Threadneedle Investments, we're redefining asset management with innovative technology that drives smarter, more agile solutions. By leveraging cutting-edge CRM technologies and SaaS platforms, we're transforming our Sales, Marketing and Client Management capabilities. If you're a visionary leader ready to shape the future of technology in asset management, this is your opportunity to make a real impact. We're seeking a dynamic Sales & Marketing Technology Leader to shape our global CRM strategy and technology excellence. This role will focus on enhancing core capabilities across our global teams. The Sales & Marketing Technology Leader will provide Salesforce CRM ecosystem expertise and leadership that supports and drives both strategic solutions and enhancements. They will have the ability to partner and influence business partners, internal teams, and/or vendors to deliver high quality products within the expected timeframes and planned roadmaps. This is a hands-on role that will include day-to-day collaboration with key business stakeholders, product development, technology leads and offshore engineering teams. This is your chance to influence the future of how we serve clients, drive business growth, and empower our teams with the best-in-class sales and marketing solutions. Key Responsibilities How you'll spend your time... * Lead Global Tech Strategy: Own the global technology strategy for Sales and Marketing products across EMEA, North America, and India; specifically, the Salesforce CRM & Marketing ecosystem. * Cross-Regional Leadership: Manage and align technology teams across EMEA, North America, and India, ensuring a consistent technology strategy and approach that supports business objectives globally. * Strategic Influence: Use technology to drive strategic decisions with business partners around sales enablement, distribution optimization, and client service innovation. * Mentor & Develop Teams: Lead and develop a high-performance team of technology professionals, fostering innovation, collaboration, and excellence across all regions. * Provide Thought Leadership: Influence the refinement of features, processes, and best practices to ensure the optimal performance and availability of technologies. Ensure improvements align with existing engineering principles and align with the roadmap. * Continuously develop specialized knowledge and technical subject matter expertise by remaining apprised of industry trends, the direction of emerging technologies, and their potential value to the business. Effectively present the value proposition of business-appropriate emerging technologies to technology leadership. Required Qualifications * Bachelors degree or equivalent in Engineering or other related degree focus. 7-10+ years of experience in engineering and integration technology and/or software development, progressing in complexity and responsibility. Proven success working with other design engineers and architects teams. * Salesforce CRM & SaaS Knowledge: Hands-on experience (5-10 years) with the Salesforce CRM ecosystem and SaaS technologies, with a deep understanding of how they can be leveraged to create high-performance business solutions and outcomes. * Asset Management: Proven experience in asset management, especially in distribution, sales, marketing, and client servicing. * Leadership & Collaboration: Ability to lead and inspire global teams, driving alignment and collaboration across regions while ensuring business goals are met. * Strategic Vision: Experience with setting technology strategy in alignment with business priorities. A forward-thinking leader with the ability to adopt emerging technologies and drive innovation in sales enablement, distribution optimization, and client service innovation. * Strategic Influence: Use advanced Salesforce CRM capabilities, AI, and ML to drive strategic decisions, from sales and marketing enablement including operational efficiency. * Agile Acumen: Knowledge of Agile practices, quarterly PI planning and backlog management. Validated maturity and efficiency in leadership of technical projects and teams via incremental product planning. * Communication Skills: Exceptional communication and influencing skills, capable of explaining complex technical concepts to senior stakeholders and cross-functional teams. 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 of 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. Base Pay Salary The estimated base salary for this role is $161,700 - $218,400 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Technology Line of Business TECH Technology
    $161.7k-218.4k yearly Auto-Apply 30d ago
  • Portfolio Implementation Specialist

    Ameriprise Financial 4.5company rating

    Boston, MA job

    Columbia Threadneedle is looking for an Implementation Specialist to join the team supporting our growing hedge fund business. The person who will be successful in this role will be someone who thrives in a fast-paced environment, is a continuous learner and is able to prioritize tasks for themselves and others. What you'll do: * Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary. Ensure that "clean orders" are received by the trading desk for execution. Prepare portfolio rebalances while following established protocols for each fund. Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented. * Validate and monitor cash levels throughout the day. Provide daily trade, position and cash reports to portfolio managers and analysts. * Provide market news and commentary as requested by portfolio manager. * Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations. * Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported. * Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems. * Perform other ad-hoc requests, including limited research and special analytics projects. Required Qualifications: * Bachelor's degree or equivalent work experience * Strong interpersonal skills and the ability to collaborate with multiple teams at multiple levels * Attention to detail, accuracy and timeliness * Experience with (or the ability to quickly learn) specialized investment systems * An interest in financial markets 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 of 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. Base Pay Salary The estimated base salary for this role is $71,900- $97,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management
    $71.9k-97k yearly Auto-Apply 24d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Creating and managing securities with a focus on automation, data quality and risk mitigation. * Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. * Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions * Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks * Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: * 2+ years of experience in the asset management side of the investment management industry. * Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. * Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. * Proficiency with data querying tools such as PL/SQL and MSSQL a plus * Proficiency with market data providers such as Bloomberg and Refinitive a plus * Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus * Strong organizational skills with strict attention to detail. * Demonstrated success working in a high volume, high intensity environment. * Demonstrated commitment to risk control and management. * Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. * Excellent oral and written communication skills. * Professional and decisive with outstanding business judgment and ability to see issues through to resolution. * Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 3d ago
  • Senior Salesforce Product Designer - eCRMs

    American Express 4.8company rating

    Boston, MA job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The core of our company is not just the products we offer, but the personal connections our customers have with our brand. You can create digital experiences - from payments to rewards to servicing - that keep us connected to our customers and serve them at every touchpoint. From digital servicing and lifestyle features to secure, frictionless payment options, you can make a meaningful difference in our customers' lives and help set us apart in the industry. The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are looking for a Senior Product Designer to develop the overall redesign of our CRM systems. Extensive knowledge of Salesforce design language will be critical to the success of this role. Reporting to the Director, eCRMs Digital Product Management, the Senior Product Designer will be responsible for creating an AI-powered, user-centric experience that will be used by American Express Sales colleagues. This role will be pivotal in realizing our POA vision for CRM transformation by crafting compelling user interfaces and ensuring that key stakeholders are brought along throughout the multi-year initiative. The ideal candidate is a Salesforce Certified User Experience (UX) Designer and will enable consistent out-of-the box utilization of the Salesforce platform. **Responsibilities:** + Partner with eCRMs Product and Engineering teams to define project requirements and create prototype interfaces for activities across the holistic Sales journey; effectively present design decisions and design strategy to partners and cross functional leadership. + Analyze user research, business insights, and other relevant data to determine user needs and requirements using human-centered design. + Create and maintain UI/UX resources such as content templates, samples, and guidelines to streamline the design process for designers and developers. + Proactively identify the right artifacts to create based on project needs and timeline **Qualifications:** + Bachelor's Degree required with Masters degree in Computer Science, Engineering, Information Technology preferred. + Minimum of 5-7 years professional experience in Product Design or UX. + Salesforce Certified User Experience (UX) Designer. + Highly skilled in Salesforce design language and platform landscape. + Expert knowledge of Figma. + Excellent verbal and written communication skills. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must. + Knowledge of how-to problem-solve and design using core UX concepts. + History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Product **Primary Location:** United States **Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta **Schedule** Full-time **Req ID:** 25021806
    $123k-215.3k yearly 10d ago
  • Executive Coordinator

    Ameriprise Financial 4.5company rating

    Waltham, MA job

    Description & Summary of Role: Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced - and friendly -financial planning team by assisting in daily business functions, delivering a remarkable client experience that builds trust, simplifies life, and reduces stress for clients and team members. Our Team has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects, managing business tasks and providing accountability. Responsibilities 75% Administrative: Calendar management Assist and lead ad-hoc projects as needed or assigned by Leader and advisors Process Mail and Funds compliantly Greet clients upon arrival and extend hospitality to clients Answer and field client phone calls Make brief notes each day in Customer Relationship Management system (CRM) concerning client calls, follow up, and tasks Strong focus on timely and effective client and team communication Communicate issues to Leaders and provide feedback and recommendations they can act upon 25% Client Service/Business Management: Prepare and ensure financial advisors' new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business Maintain connection with clients on an on-going basis by making quarterly service calls Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary Follow-up with client and home office on related issues Prepare cases for client visits Lead and assist with marketing initiatives Key Traits of Success: Strong organizational and computer skills Attention to detail and organization Effective communication with clients and other advisors/team members Effective and efficient time management Polite and clear phone manner Ability to multi-task Adaptive mindset Positive attitude and sincere willingness to constantly learn and grow Proficiency in Microsoft Word and Excel is required. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. 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. Base Pay Salary The salary will be $52,000/ year Full-Time/Part-Time Full time
    $52k yearly Auto-Apply 6d ago
  • Manager - Risk Management

    American Express 4.8company rating

    Boston, MA job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex. The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise. **Responsibilities:** + Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch + Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts + Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off + Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance + Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics. **Minimum Qualifications:** + Learning agility and rigor for using analysis to solve complex business problems + Deep understanding of card economics + Comfort and proven ability to drive results under tight timelines, often with limited information + Effective and succinct communication, adjusting style for channel and audience + Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies + Strong project management skills with ability to manage multiple competing priorities + Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required **Preferred Qualifications:** + Expertise in credit risk management, consumer credit, and card/installment lending economics + Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior + Familiar and pays attention to external/industry development in the payments industry + Adaptability in a quickly changing environment + Advance degree in an analytical field is a plus **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25019902
    $89.3k-150.3k yearly 24d ago
  • Sr Associate-Broker/Dealer

    Ameriprise Financial 4.5company rating

    Boston, MA job

    Monitor the daily work in the Broker/Dealer team to ensure that industry standard service levels are met. Liaison with SS&C (DST) and the Providence Call Center. Process and quality controls Large Trade Notificaitions. Interact with other Managers and Departments to assist in the implementation of new processes and continuing improvements to meet company goals. Assist with the Financial Intermediary Oversight program. Work closely with NQR to ensure reviews are completed in a timely manner. Key Responsibilities: Monitor and delegate the daily work for the team to ensure that standards of service are met. Utilize administrative and management functions in AWD and other reporting to manipulate activities, queues, and tasks for the timely completion of work. Quality controls outgoing correspondence and financial transactions to ensure accuracy. Act as the primary resource for team members when they are faced with questions and issues. Assist with the monitoring and reporting of system related problems. Act as a liaison with DST and the Providence Call Center. Offer support on operational topics to Strategic Relations, Sales, vendors, and other Departments within Columbia Management. Monitor complex or sensitive requests and issues to ensure accurate and timely completion/resolution. Assist with problems, decisions, and additional responsibilities in the Team Manager's absence. Inform Upper Management of volumes, trends, and training needs noted in the completion of the team's daily work Required Qualifications: Bachelors degree or equivalent 1-3 years of relevant work experience 3 years of mutual fund processing or phone experience. 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 of 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. Base Pay Salary The estimated base salary for this role is $60,000- $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
    $60k-70k yearly Auto-Apply 31d ago
  • Cloud Engineer

    Ameriprise Financial 4.5company rating

    Boston, MA job

    Asset Management Technology is a dynamic service focused organization dedicated to ensuring business focused outcomes for our Investments front office partners in Columbia Threadneedle Investments. We are looking for dynamic Engineering leader who will operate in a fast-paced environment to provide differentiating technology and complex analytical solutions supporting trading, portfolio management, research and ESG functions within Columbia Threadneedle investments department. This role is a hands-on software engineer that will provide engineering SME and direction to our business partners in Asset Management. We are looking for candidates with a fresh perspective who are passionate about solving complex business, data, and technical challenges. In this role, you'll work with smart, talented people across our business to create innovative, next-generation cloud-based applications, and analytics/models. You'll be involved, hands-on, and work through the entire development cycle. You'll also redefine the way our traders, portfolio managers and analysts support our clients. This is an excellent opportunity for a high-energy individual to make a high impact towards transforming the Front Office Technology and its interactions with Front Office Investments teams, build relationships, learn and grow in a culture that is very collaborative. This is a hybrid position with 4 days in the office. Key Responsibilities * Designs, develops, modifies, adapts and implements short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure. * Has a proven track record of bringing a fresh perspective to build engineering driven, value focused approach to problem solving. * Passionate about technology while using their problem-solving capabilities to deliver solutions utilizing a top end engineering approach. * Exceptional technology skills; recognized by industry peers as an expert in your domain. * Believes in strong modern software engineering techniques: agile development, continuous integration, code review or pairing, unit testing, refactoring and related approaches. * Leads with commercial mindset to solve complex problems; researches and brings in new and machine learning/GenAI concepts; takes a new perspective while using existing solutions. * Participates in discovery sessions to identify opportunities to leverage analytics to automate and enhance business processes. * Strong analytical ability, true problem solver. * High achiever who believes in core values: humility, collaboration, continuous learning, ownership, accountability, etc. * Accountable for all parts of the software development lifecycle for their projects. * Able to work directly with business stakeholders. * Decisions show a focus on current and future business priorities, together with fiscal responsibility. * Can articulate business needs and translate them into technology solutions. Required Qualifications * Bachelors degree or equivalent in Computer Science, Engineering, or related field; or equivalent work experience. * 5-7+ years of experience as full stack developer/solutions architect using C# .Net, Python, Angular, React, Java, etc. * 4-6 years of experience in developing applications targeting a major cloud (AWS, Azure or GCP). * Exposure to automated testing and Test-Driven Development. * Proven knowledge of development tools such as Visual Studio, Git, SQL Server Management Studio, CICD/automation tools such as Jenkins, Ansible etc. * Demonstrable experience in SQL development which includes but not limited to writing views, stored procedures, functions. * Proven ability to write quality code by following best practices and guidelines. * Strong problem-solving, multi-tasking and organizational skills. * Good written and verbal communication skills. * Demonstrable experience of working on a team that is geographically dispersed. Preferred Qualifications * Delivering technology solutions working in financial services organizations. * Delivering cloud native (AWS) innovative solutions with a commercial mindset. * Experienced with AWS stack and CI/CD. * Championing organizational change, e.g., leading initiatives, products, services, or interactions. * Being a good advocate for technology with the business bridging the gap. * Strong verbal and written communication skills with ability to present complex information in an understandable way to all levels of the organization. * You can quickly build rapport, credibility, trust, and respect throughout the organization at all levels. 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 of 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. Base Pay Salary The estimated base salary for this role is $114,500 - $154,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Technology Line of Business TECH Technology
    $114.5k-154k yearly Auto-Apply 4d ago
  • Data Engineer - Corporate Technology Data Engineering & Analytics

    Massachusetts Mutual Life Insurance Company 4.3company rating

    Massachusetts Mutual Life Insurance Company job in Boston, MA

    The Opportunity Join our dynamic team as a Data Engineer - Corporate Technology Data Engineering & Analytics, where you'll play a pivotal role in driving the execution of our data and technology strategy. This role is crucial in driving digital transformation and operational efficiency across Investment Management. As part of this role, you will engage in building data solutions including streaming and batch pipelines, data marts & data warehouse. You will be responsible for establishing robust data collection and processing pipelines to fulfill Investment Management business requirements. The Team You'll be an integral part of our esteemed Corporate Technology Team, focused on Data Engineering & Analytics. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Data Engineer, you'll play a critical role in high impact Corporate Technology Investment Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with Corporate Technology Data and Analytics team and Investment management business stakeholders. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Impact: Design, build, and measure complex ELT jobs to process disparate data sources and form a high integrity, high quality, clean data asset. Executes and provides feedback for data modeling policies, procedure, processes, and standards. Assists with capturing and documenting system flow and other pertinent technical information about data, database design, and systems. Develop comprehensive data quality standards and implement effective tools to ensure data accuracy and reliability. Collaborate with various Investment Management departments to gain a better understanding of new data patterns. Collaborate with Data Analysts, Data Architects, and BI developers to ensure design and development of scalable data solutions aligning with business goals. Translate high-level business requirements into detailed technical specs. The Minimum Qualifications Bachelor's degree in Computer Science, Engineering, Information Systems or related technical field. 8+ years of experience with data analytics, data modeling, and database design. 5+ years experience with ELT methodologies and tools. 5+ years experience in designing, developing, tuning and troubleshooting SQL. 3+ years of coding and scripting (Python, Java, Scala) and design experience. 2+ years of experience with Spark framework. The Ideal Qualifications Knowledge of Informatica Power center and Informatica IDMC. Knowledge of distributed, column- orientated technology to create high-performant database technologies like - Vertica, Snowflake. Strong data analysis skills for extracting insights from financial data Proficiency in reporting tools (e.g., Power BI, Tableau). Domain knowledge of Investment Management operations including Security Masters, Securities Trade and Recon Operations, Reference data management, Pricing. Familiarity with regulatory requirements and compliance standards in the investment management industry. Experience with IBOR's such as Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart. Familiarity with investment data platforms such as GoldenSource, FINBOURNE, NeoXam, RIMES, and JPM Fusion. Strong analytical and problem-solving abilities. Exceptional communication and interpersonal skills. Ability to influence and motivate teams without direct authority. Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. #LI-RK1 Salary Range: $134,400-$176,400 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $134.4k-176.4k yearly Auto-Apply 35d ago
  • Manager - Business Growth Enablement

    American Express 4.8company rating

    Boston, MA job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools. The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division. **Overall responsibilities:** + Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients. + Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction. + Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented. + Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility. + Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs. + The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools. + The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success. + The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions. + The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions **Qualifications:** + Strong track record of identifying and closing complex B2B deals with proven results + Effective communication skills taking a consultative approach to service, sell, entrench and drive success + Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions + Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals + Strong interpersonal skills to identify and share best practices + Experienced at leading and executing on sales strategies, presentations and subsequent negotiations + Strong financial and analytical skills + Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling + Proven as tenacious, focused and results-oriented + Must be able to work in a virtual environment **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25022862
    $103.8k-174.8k yearly 8d ago
  • Head of Liability ALM Strategy

    Massachusetts Mutual Life Insurance Company 4.3company rating

    Massachusetts Mutual Life Insurance Company job in Boston, MA

    MassMutual is seeking an enthusiastic, well-rounded and motivated leader as Head of Liability ALM Strategy, a key leader in the company's Asset Liability Management (ALM) framework. This role will report directly to the Chief Actuary and will be a key member of the Corporate Actuarial Leadership Team. In concert with Investment Management (IM) and Enterprise Risk Management (ERM), this leader will be accountable for the ALM strategy and execution for all of MassMutual's insurance products, with particular focus on liability risks, and will successfully partner with stakeholders to develop a clear vision and strategic plan driving ALM methodologies, reporting, and analytics in support of ALM processes and decisions. The leader will serve as model owner of the actuarial systems and tools utilized to provide liability projections and insights in support of ALM production deliverables and future enhancements to enterprise ALM strategies. This leader will be responsible for the recruitment, development and effective management of a team of talented actuarial and quantitative professionals. This role will require strong leadership skills combined with superior modeling and analytical skills to: (1) collaborate on an integrated vision & strategy, processes and tools that connect complex actuarial/liabilities, investment, and market risk concepts, (2) deliver on liability modeling capabilities and ALM solutions in collaboration with IM and ERM in a timely manner within a high quality and well-controlled environment, and (3) present and communicate progress on results, issues, and solutions with clarity and credibility to various stakeholders and senior management. This includes regularly presenting and reporting to the Investment Oversight Committee (IOC) and related subcommittees. In addition, this leader will be able to drive complex projects to completion and provide/implement industry thought leadership and best practices. The Head of Liability ALM Strategy will need to demonstrate deep actuarial and financial knowledge across MassMutual's portfolio of insurance products and is an expert in the modeling of liabilities, including how they relate with assets and capital risk in an insurance company context. This leader will possess excellent technical skills and actuarial modeling expertise necessary to direct the development and governance of complex ALM models and the associated data and infrastructure that span different product lines and frameworks (e.g., economic/statutory/GAAP and new business/inforce, pricing, valuation/cash flow testing or CFT, etc.). This role will also need to possess a deep understanding and partnership with reinsurance. The leader will partner with Investment Management to ensure the successful alignment of the duration, risk profile and cash flow characteristics of liabilities and assets, which is vital for mitigating balance sheet risks and ensuring financial stability. In addition to outstanding analytical and problem-solving skills, the successful candidate will exhibit strong leadership, relationship management, and communication skills to be fully successful in this role. This leader is expected to: Communicate effectively with the IOC and leaders in CFO, IM, ERM and business partners, including the translation of technical topics to different audiences and providing clarity of the business impact and insights to inform decisions Innovate and implement practical solutions in the development of complex liability models used in ALM/CFT across MassMutual's broad range of insurance products, including data issues/limitations Lead/facilitate discussions in cross-functional work groups (e.g., VA Oversight Committee, VA Risk Committee, Asset Liability Work Group, etc.) on ALM issues and topics; Influence via thought leadership, drive alignment and implement best practices/processes Collaborate across teams to ensure alignment of goals, effective execution of deliverables, and monitoring progress Navigate issues that arise and/or competing priorities; Effectively, negotiate the right solutions and positive outcomes across stakeholders Liaise with internal corporate and business departments and support a culture of service or proactive solutions and team support Establish strong credibility and executive presence with leadership to effectively drive ideas forward, impact management decision-making, and influence strategies Contribute to Corporate Actuarial thought leadership and positive team culture OVERALL RESPONSIBILITY The Head of Liability ALM Strategy will be accountable for these specific deliverables and responsibilities: In collaboration with IM and ERM, evaluate the on-going fit and adequacy of existing ALM strategies as the environment changes and make strategy, budget and other related recommendations, as applicable, while taking into account costs, risks and benefits of alternatives In collaboration with IM and ERM, evaluate existing ALM modeling and applicable metrics & measures to improve existing processes and/or make suggested changes Critically and logically build financial and/or non-financial analytical models that drive fact-based decision-making to support ALM decisions made by the leadership team Participate as member of the Capital Market Assumptions Group accountable for the review, update, management and monitoring processes and policies for recommending asset assumptions used in valuation, pricing and financial projections Provide thought leadership, technical expertise, and value-added support & guidance related to ALM Support enforcement of corporate guidelines and governance processes with respect to asset assumptions including sufficiency of documentation to meet CFT/VM-30, PBR/VM-31, VM-G, applicable SOPs and any other regulatory requirements Closely collaborate with the Product Pricing Oversight and Reinsurance Strategy & Management teams to ensure adequacy and appropriateness of investment assumptions and ALM strategies recommended as part of pricing exercises/financial reinsurance transactions Stay abreast of emerging regulations as they impact applicable aspects of ALM, hedging, economic assumptions and related actuarial work Team leadership, clear communication and solid partnership with the business and other departments In concert with IM and ERM, implement effective model governance, standards, testing procedures, and controls in the development, manufacturing, and delivery of ALM related models and projections Leverage expertise and industry insights in providing recommendations and driving decisions and actions to ensure delivery of leading-edge solutions Have a proven track record for attracting, developing, and retaining strong talent CANDIDATE QUALIFICATIONS Bachelor's Degree or higher Fellow of the Society of Actuaries (FSA); CFA is a plus Minimum of 15 years of actuarial experience in ALM, hedging, capital management, actuarial/asset modeling, pricing, valuation/CFT, and/or in financial risk management Strong knowledge of US life insurance, annuity, and health products and the underlying actuarial and risk management concepts and practices; experience with quantifying, analyzing and managing a range of product risks Working knowledge and analysis of financial statements (Income Statements, Balance Sheet, Cash Flow Analysis) under different accounting frameworks Expertise in actuarial & financial modeling methodologies and techniques; Experience with actuarial projections software (Moody's AXIS, Prophet, etc.) Self-motivated and independent with strong analytical, critical thinking, and problem-solving skills; comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to problems and challenges Strong communication skills, both written and verbal, with experience in presenting to senior management; Able to convey complex materials to senior executives Ability to build and maintain strong working relationships across cross-functional groups Demonstrable experience with creative problem-solving and thought leadership Ability to work well under pressure and manage multiple deliverables Compensation: $237,100-$330,800 base salary range In addition to base salary, incentive pay is a significant portion of total compensation for this role, including competitive annual bonuses and long-term awards. At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $86k-119k yearly est. Auto-Apply 46d ago
  • Systems Analyst - Technology Business Managemen - Apptio

    Massachusetts Mutual Life Insurance Company 4.3company rating

    Massachusetts Mutual Life Insurance Company job in Springfield, MA

    Role: Systems Analyst- Technology Business Management (TBMA) Team: ETX Portfolio Management and Analytics Dept: ETX Strategy and Governance Fulltime - Springfield, MA The Opportunity To continue adding insight to our IT expenses at MassMutual, we are seeking a Technology Business Management Analyst (TBMA) to join our Business of IT Tools Team. The candidate will be responsible for the maintenance, development and enhancement of our TBM platform (Apptio). This includes report development and maintenance of the TBM eco system, data management and analysis. The Team Be part of a growing team, focused on delivering quality data and analytics thru the TBM platform Apptio. Supporting highly mature APPTIO model and creating clear, multi-lense reports. Allowing our IT, Finance and Business partners to make data driven decisions and focus MassMutual on value creation. The Impact: Design, develop, and maintain the Technology Business Management (TBM) Model R12, Architecture and Data across Cost Pools, Towers, Services through various modules in Apptio. Gather functional and business requirements from client and translate into a functional hosted solution design, which meets customer needs, provides maximum solution value, and is within scope of Apptio products/services. Configure, test, & document Apptio Dashboard, reports and underling data models to meet function design and specifications. Responsible for administering and day to day managing of system production support, reporting development cycles, including business requirements design solutioning, test management, integration strategy, deployment and training Own end to end the monthly calendar for the Apptio system, responsible for monthly opening and closing of the forecast, supporting the monthly close process, annual / strategic plan and associated dashboard reporting Conduct data quality and gap analysis, develop a maturity plan and collaborate with data source owners on data sets Responsible for delivering Apptio system integration, enhancements, and optimization capabilities for dashboard reporting Perform monthly data loads, monitoring integrity of data, analysis, and maintenance of reference data and mapping issues, solutioning of data errors. Ability to support data connectivity through API's and those embedded within our tool and develop integrations and modeling across large data sets Monitor & control dashboards that focuses on data reconciliations and controls, quickly escalating issues, troubleshooting and solutioning Works with IT leaders to develop & deliver data capabilities needed for Apptio tools, streamlining overall system architecture including configuration and components and ensures usability/functionality of components Provides new reporting capabilities and support strategic vision around monthly reporting needs Import, transform and rationalize data from systems of record (SAP, PPM, ServiceNow, CTM, AWS, Azure) understanding system integration points and impacts on production Participates in collaborative efforts with finance. Allocation and Reporting Responsible for improving and enhancing use of the Apptio Platform through automation, data configuration, allocation changes, existing report updates and new report creation Is the technical contact for the company when communicating to the Apptio Operations and/or Engagement Management teams Support the Forecast and Annual Budget processes The Minimum Qualifications Bachelors degree in Data Analytics, Management Information Systems, Finance or related degree 8+ years of relevant experience in systems analytical work 5+ years' experience as an Apptio System Administrator and executing custom solutions in TBM Studio Certified TBMA The Ideal Qualifications 4+ years of experience as Apptio Administrator Proficient in accounting concepts, practices, and procedures. Experience with Cost Transparency and IT Planning High degree of organization and ability to manage multiple, competing priorities simultaneously. Strong understanding of formulaic logic in MS Excel (if statements, VLOOKUP, pivot tables, macros, etc.) Experience working with large data sets in Excel History of analytical problem solving and quickly resolving data-related issues Knowledge of financial management processes (Budgeting, Forecasting, Cost Allocations, etc.) Proficient in Apptio Able to thrive in a collaborative and cross-functional environment Strong written and verbal communication skills Experience with AWS and/or Azure cloud billing. Deep knowledge of the Apptio solution and the TBM Taxonomy Experience working with at least one object-oriented language (Java, C#, Python, etc...) Analytical and detail-oriented individual that enjoys working with data solutions. Strong to expert skills in data manipulation with tools like MS Excel, BI tools, etc. Ability to quickly comprehend complex spreadsheets/data Knowledge of company IT services and financial management processes and practices such as budgeting, cost allocations, capital & operating expense handling, program portfolio management, and application / infrastructure support. Knowledge and application of relational database concepts. Skilled at working with large data sets in Excel, quickly resolving data-related issues. Skilled at communicating and managing issues with technical teams in a production environment Skilled at report creation Experience translating executive vision into technical requirements Experience with Cloud-ability is highly desired. What to Expect as Part of MassMutual and the Team Regular collaboration with the ETX Portfolio Management and Analytics Focused one-on-one time with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $121.8k-159.8k yearly Auto-Apply 60d+ ago
  • Investment Banking Senior Analyst - Software Sector - BOSTON

    Citigroup 4.6company rating

    Boston, MA job

    The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am + Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans + Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals + Conduct economic/financial research + Evaluate company's financial performance compared to overall industry and market trends + Build complex financial models for valuation purposes **Qualifications:** + 2-5 years of relevant experience + Series 79 and 63 licenses + Consistently demonstrates clear and concise written and verbal communication skills + Ability to work under pressure in a rapidly changing environment in order to meet deadlines **Education:** + Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Investment Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Boston Massachusetts United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $110,000.00 - $135,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 31, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $110k-135k yearly 60d+ ago
  • Citi Private Bank - UHNW Private Banker - Dir / MD

    Citigroup Inc. 4.6company rating

    Boston, MA job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jun 24, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $132k-207k yearly est. 51d ago
  • Business Resource Center, Advanced Planning Consultant

    Guardian Life 4.4company rating

    Boston, MA job

    The Business Resource Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates are thought leaders in the advanced markets world applying uncommon thinking to common or unique planning issues or strategies. We help protect, expand, and secure Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/high net worth or business owner clients. **You will** Utilize proprietary software platforms to uncover sales opportunities for Guardian's various product lines, including life and disability insurance, mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements to evaluate the liquidity, solvency and financial strength of businesses + Work closely with the BRCs Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space. Additional Responsibilities Include: + Provide technical case support to financial representatives and brokers to identify advanced markets opportunities and design cases that fulfill the needs of prospects and clients and drive sales. + Work closely with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar to them. + Demonstrate superior presentations skills in all areas of advanced planning. + Clearly and concisely explain the tax, legal, and financial/cost aspects of various sales opportunities and financial products in the business, personal, estate, executive benefits, asset protection, retirement planning and charitable planning markets. + Collaborate with key enterprise-wide collaborators to facilitate "one-stop shopping" for producers to ease the process of conducting business and to ensure complete and thorough case analysis to discover all planning and cross-offer opportunities. + Effectively partner with producers by thoroughly understanding the roles, responsibilities, opportunities, challenges, and mentality of a producer. + Be the subject matter expert on various advanced planning concepts to assist in creating and updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of financial products in advanced markets strategies + Working knowledge of life insurance and disability insurance for businesses (e.g., DIBO, BOE) + Superior verbal, written and presentations skills + Superior analytical and research skills + The flexibility to work efficiently on multiple projects, respond to rapidly changing priorities and work within tight deadlines Leadership Qualities: + Analytical and Critical Thinking + Ability to positively influence + Adapt to change + Collaborate Well with Others + Customer Focus + Demonstrate Initiative and Proactivity + Accountable for Results + Information Seeking + Respect for Diversity + Self-Assurance **Salary Range:** $116,350.00 - $191,155.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Visa Sponsorship: Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.
    $116.4k-191.2k yearly 60d+ ago
  • ITSM Configuration Manager

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group job in Boston, MA

    IT Configuration Manager, EIS - Platform Engineering & Ops, Enterprise Technology & Experience (Full-Time, Springfield, Hybrid Office) The Opportunity We are seeking a highly skilled and motivated Configuration Management Lead with deep expertise in ServiceNow to drive the strategic and operational management of our Configuration Management Database (CMDB). This role is critical in ensuring accurate, reliable, and actionable configuration data to support ITIL processes, improve service delivery, and enable informed decision-making across the organization. The Team Our Configuration Management Database (CMDB) team oversees the daily management and ongoing maintenance of the CMDB. Their responsibilities include proactively identifying and resolving issues that could impact the integrity of the CMDB, while also developing solutions to meet our dynamic business needs. By working closely with stakeholders and customers, the team ensures that users can leverage the full value of CMDB data to support organizational goals. Additionally, the team manages ServiceNow discovery processes and provides critical support for Security Operations (SecOps) practices within the organization. The Impact: You will be responsible for maintaining the integrity of CMDB data and related processes, collaborating with stakeholders and clients to identify potential enhancements and optimizations. Additionally, you will lead a team committed to achieving operational excellence and ensuring high standards of data quality, serving as a reliable resource for the organizations and functions that depend on the CMDB. The Minimum Qualifications * Bachelors degree * 8+ years of experience with ServiceNow and ITSM * 5+ years of hands-on technical experience with ServiceNow CMDB, Discovery, Automated Top-Down Discovery , Service Mapping and ServiceGraph connectors. The Ideal Qualifications * Proven experience as a Configuration Management Lead or similar role. * Able to drive and support technical resources through complex solutions and problems * Strong understanding of ITIL framework, especially Configuration Management and Change Management. * Excellent ServiceNow CMDB troubleshooting, and data analysis skills * Experience with data modeling, CI lifecycle management, and CMDB integrations. * Excellent analytical, communication, and stakeholder management skills. * Ability to lead cross-functional teams and manage multiple priorities. * 5+ years of experience leading a Configuration Management Team * Experience with ServiceNow ITSM, ITOM modules (Event Management, Orchestration, etc.). * Familiarity with cloud infrastructure (AWS, Azure) and hybrid environments. * Experience in regulated industries or large enterprise environments. * ServiceNow certified for one or more practice relevant to the CMDB practice (e.g., Certified Implementation Specialist - CMDB or Discovery). What to Expect as Part of MassMutual and the Team * Regular collaboration with the Platform Engineering & Operations Team, plus multiple Stakeholders * Focused one-on-one time with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-RK1 Salary Range: $118,900-$156,000 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $118.9k-156k yearly Auto-Apply 45d ago
  • Process Improvement Analyst III / Salesforce Product Manager Support

    Guardian Life 4.4company rating

    Boston, MA job

    We have an exciting opportunity in the newly created role of Process Improvement Analyst III/Salesforce Product Manager Support that will focus primarily in supporting the Group instance of Salesforce! This unique role will apply PIA skills and practices but have alignment with the Agile train to support the system business owner in prioritizing and managing ongoing Salesforce development for Group - driving progress, efficiency & results to support the organization. You are Process oriented & operational effectiveness/efficiency mindset. Well versed in analytical skills and can simultaneously maintain detail oriented & strategic views. A team player with proven track record to foster and manage working relationships within a matrixed environment. Proactive to problem-solving. You will Be a peer to other Process Improvement Analysts who approach their role with an operational efficiency and process/tech change readiness approach but has an initial specialized focus on supporting Product Manager type activities for the Group instance of Salesforce. Support your leader, the system owner, and in collaboration with other Agile Train partners, in coordinating sizing, planning & prioritization, new feature & acceptance criteria creation, monitoring JiraAlign/development progress, UAT/Release business testing coordination and size/scope/timeline management. Represent Distribution but take a Group-wide view with a focus on delivering the highest value development in business-aligned timeframes, effectively and efficiently, to support Group success overall. You have Bachelor's degree or related experience. Solid experience working with end users and leadership to observe and/or gather and assess business needs, with demonstrated ability to translate needs effectively between Business Areas & and Agile/IT resources. Solid project/task management ability and aptitude for quickly learning new technologies and processes. Strength in dealing with ambiguity and change & agility in prioritizing multiple tasks, responding rapidly to changing priorities, working within tight deadlines in a fast-paced environment, with a positive outlook. Strong influencing and communication skills. Salesforce knowledge/experience (++ for certification). Agile (SAFe or other Methodology) experience (++ for certification). Location Hybrid role requiring 3 days a week onsite. Preferred locations: Boston, MA and Holmdel, NJ; Bethlehem, PA also considered. Salary Range: $82,770.00 - $135,975.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
    $82.8k-136k yearly Auto-Apply 22d ago

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